BCM ADVISORS, LLC Diversified Active

CIK: 0001373017 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 10, 2023

Total Value ($000): $361,755 (100.0% shares, 0.0% debt)

Holdings (62)

BIV Vanguard Intermediate Bond 13.9%
Value ($000) $50,444 Shares 652,823 Est. Cost $89.35 Unrealized
GLD SPDR Gold Share 13.1%
Value ($000) $47,327 Shares 267,264 Est. Cost $124.94 Unrealized
VDC Vanguard Consumer Staples ETF 11.4%
Value ($000) $41,417 Shares 220,141 Est. Cost $189.47 Unrealized
TLT Ishares Tr Barclays Bond 8.6%
Value ($000) $31,201 Shares 287,225 Est. Cost $140.41 Unrealized
VPU Vanguard Utilities 8.4%
Value ($000) $30,220 Shares 199,403 Est. Cost $147.23 Unrealized
VHT Vanguard Health Care 7.5%
Value ($000) $27,197 Shares 111,216 Est. Cost $241.41 Unrealized
VTI Vanguard Total Stock Mkt 5.6%
Value ($000) $20,216 Shares 102,818 Est. Cost $194.92 Unrealized
CATH S&P500 Catholic Values 2.3%
Value ($000) $8,182 Shares 171,467 Est. Cost $36.73 Unrealized
JNJ Johnson & Johnson 1.9%
Value ($000) $6,712 Shares 39,540 Est. Cost $89.71 Unrealized +75.1%
DUK Duke Energy Corporation 1.7%
Value ($000) $6,221 Shares 60,838 Est. Cost $56.05 Unrealized +51.3%
KO Coca Cola Company 1.6%
Value ($000) $5,941 Shares 99,336 Est. Cost $31.21 Unrealized +75.9%
XOM Exxon Mobil Corporation 1.6%
Value ($000) $5,880 Shares 53,156 Est. Cost $58.07 Unrealized +65.8%
ATO Atmos Energy Corp 1.3%
Value ($000) $4,781 Shares 42,829 Est. Cost $58.44 Unrealized +74.0%
ED Consolidated Edison Inc 1.3%
Value ($000) $4,745 Shares 50,837 Est. Cost $52.05 Unrealized +56.9%
BRO Brown & Brown Inc 1.2%
Value ($000) $4,339 Shares 71,571 Est. Cost $59.49 Unrealized -3.7%
SGOL ETFS Gold Trust 1.2%
Value ($000) $4,296 Shares 235,673 Est. Cost $15.71 Unrealized
GIS General Mills Inc 1.1%
Value ($000) $4,103 Shares 52,322 Est. Cost $44.87 Unrealized +62.5%
SPTL SPDR Long Term Govt Bond 1.1%
Value ($000) $3,942 Shares 125,191 Est. Cost $44.99 Unrealized
PEP Pepsico Incorporated 1.0%
Value ($000) $3,734 Shares 21,759 Est. Cost $79.40 Unrealized +102.6%
USMV iShares MSCI USA Min Volatility 1.0%
Value ($000) $3,526 Shares 48,939 Est. Cost $56.41 Unrealized
CL Colgate-Palmolive Co 1.0%
Value ($000) $3,490 Shares 45,732 Est. Cost $55.37 Unrealized +25.9%
BLV Vanguard Long-Term Bond ETF 0.9%
Value ($000) $3,292 Shares 41,987 Est. Cost $81.74 Unrealized
EPD Enterprise Products Partners L.P. 0.9%
Value ($000) $3,092 Shares 122,984 Est. Cost $23.70 Unrealized
COP Conocophillips 0.7%
Value ($000) $2,585 Shares 21,806 Est. Cost $40.98 Unrealized +167.0%
SPY S P D R TRUST Unit SR 0.7%
Value ($000) $2,438 Shares 6,227 Est. Cost $365.66 Unrealized
DE Deere & Co 0.6%
Value ($000) $2,340 Shares 5,493 Est. Cost $144.91 Unrealized +168.2%
ADM Archer-Daniels-Midln 0.5%
Value ($000) $1,912 Shares 22,495 Est. Cost $41.08 Unrealized +103.6%
CAT Caterpillar Inc 0.5%
Value ($000) $1,770 Shares 7,000 Est. Cost $113.38 Unrealized +82.2%
COST Costco Whsl Corp New 0.4%
Value ($000) $1,565 Shares 3,263 Est. Cost $278.55 Unrealized +68.3%
GD General Dynamics Corp 0.4%
Value ($000) $1,558 Shares 6,575 Est. Cost $144.98 Unrealized +57.8%
KMI Kinder Morgan Inc 0.4%
Value ($000) $1,487 Shares 81,000 Est. Cost $13.37 Unrealized +13.6%
AVGO Broadcom Ltd 0.4%
Value ($000) $1,450 Shares 2,525 Est. Cost $24.28 Unrealized +96.1%
VLO Valero Energy Corp New 0.4%
Value ($000) $1,355 Shares 10,000 Est. Cost $52.46 Unrealized +117.4%
UGI UGI Corp 0.3%
Value ($000) $1,262 Shares 32,225 Est. Cost $42.43 Unrealized -14.8%
CNI Canadian National Railway Co 0.3%
Value ($000) $1,245 Shares 10,136 Est. Cost $111.34 Unrealized +0.8%
TSCO Tractor Supply Co 0.3%
Value ($000) $1,234 Shares 5,749 Est. Cost $36.69 Unrealized +9.6%
PH Parker-Hannifin Corp 0.3%
Value ($000) $1,212 Shares 3,939 Est. Cost $284.99 Unrealized -3.3%
JBHT JB Hunt Transport Services Inc 0.3%
Value ($000) $1,203 Shares 6,500 Est. Cost $98.55 Unrealized +71.7%
D Dominion Res Inc Va New 0.3%
Value ($000) $1,106 Shares 17,900 Est. Cost $62.08 Unrealized -13.6%
IP International Paper Co 0.3%
Value ($000) $1,033 Shares 28,000 Est. Cost $28.50 Unrealized +5.2%
SYY Sysco Corporation 0.3%
Value ($000) $989 Shares 12,800 Est. Cost $50.42 Unrealized +46.6%
HON Honeywell International 0.3%
Value ($000) $919 Shares 4,500 Est. Cost $136.57 Unrealized +30.9%
AMD Advanced Micro Devices 0.2%
Value ($000) $848 Shares 12,024 Est. Cost $31.36 Unrealized +110.5%
CNP Centerpoint Energy 0.2%
Value ($000) $760 Shares 25,000 Est. Cost $19.59 Unrealized +36.7%
DFAS Dimensional US Small Cap ETF 0.2%
Value ($000) $757 Shares 14,100 Est. Cost $56.20 Unrealized
VO Vanguard Mid Cap Etf 0.2%
Value ($000) $729 Shares 3,444 Est. Cost $226.94 Unrealized
AFL Aflac Inc 0.2%
Value ($000) $719 Shares 10,000 Est. Cost $31.58 Unrealized +97.9%
AES Aes Corp 0.2%
Value ($000) $716 Shares 26,600 Est. Cost $14.48 Unrealized +62.8%
NVDA Nvidia Corp 0.1%
Value ($000) $521 Shares 3,000 Est. Cost $20.70 Unrealized -29.2%
MKSI MKSI 0.1%
Value ($000) $485 Shares 4,903 Est. Cost $100.01 Unrealized -22.0%
QQQ Powershares Qqq TRUST 0.1%
Value ($000) $427 Shares 1,536 Est. Cost $281.21 Unrealized
AAPL Apple Inc 0.1%
Value ($000) $422 Shares 3,123 Est. Cost $96.45 Unrealized +45.9%
IEF Ishares 7-10 Year Trsury 0.1%
Value ($000) $410 Shares 4,098 Est. Cost $94.87 Unrealized
AMT Amern Tower Corp Class A 0.1%
Value ($000) $351 Shares 1,558 Est. Cost $91.47 Unrealized +104.1%
AWK American Water Works 0.1%
Value ($000) $339 Shares 2,221 Est. Cost $134.83 Unrealized 0.0%
CVX Chevrontexaco Corp 0.1%
Value ($000) $273 Shares 1,543 Est. Cost $96.10 Unrealized +59.5%
HBCP Home Bancorp Inc 0.1%
Value ($000) $263 Shares 6,724 Est. Cost $33.43 Unrealized +14.3%
PFE Pfizer Incorporated 0.1%
Value ($000) $228 Shares 5,074 Est. Cost $31.73 Unrealized +26.6%
FHN First Horizon Natl Corp 0.1%
Value ($000) $203 Shares 8,269 Est. Cost $20.08 Unrealized +7.3%
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $200 Shares 650 Est. Cost $296.98 Unrealized 0.0%
VMD Viemed Healthcare Inc 0.0%
Value ($000) $130 Shares 16,770 Est. Cost $7.55 Unrealized -10.4%
LTMCF Lithium Chile Inc 0.0%
Value ($000) $10 Shares 20,000 Est. Cost $0.53 Unrealized -18.4%