BCM ADVISORS, LLC Diversified Active

CIK: 0001373017 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 30, 2025

Total Value ($000): $469,589 (100.0% shares, 0.0% debt)

Holdings (70)

GLD SPDR Gold Share 14.9%
Value ($000) $69,881 Shares 228,182 Est. Cost $127.63 Unrealized
BIV Vanguard Intermediate Bond 14.4%
Value ($000) $67,550 Shares 876,595 Est. Cost $85.29 Unrealized
DFAU DIMENSIONAL US CORE EQUITY MARKT ETF 12.0%
Value ($000) $56,267 Shares 1,291,409 Est. Cost $30.75 Unrealized
VTI Vanguard Total Stock Mkt 8.2%
Value ($000) $38,637 Shares 123,593 Est. Cost $207.06 Unrealized
TLT Ishares Tr Barclays Bond 7.4%
Value ($000) $34,699 Shares 397,373 Est. Cost $125.68 Unrealized
DGRW WisdomTree US Quality Dividend Gr ETF 7.3%
Value ($000) $34,053 Shares 396,283 Est. Cost $65.49 Unrealized
CATH S&P500 Catholic Values 4.0%
Value ($000) $18,682 Shares 241,587 Est. Cost $43.13 Unrealized
BRO Brown & Brown Inc 1.7%
Value ($000) $8,111 Shares 88,250 Est. Cost $60.73 Unrealized +84.2%
AVGO Broadcom Ltd 1.6%
Value ($000) $7,740 Shares 26,024 Est. Cost $126.56 Unrealized +70.6%
DUK Duke Energy Corporation 1.5%
Value ($000) $7,213 Shares 60,366 Est. Cost $56.05 Unrealized +105.9%
KO Coca Cola Company 1.5%
Value ($000) $6,942 Shares 100,053 Est. Cost $31.21 Unrealized +123.6%
JNJ Johnson & Johnson 1.4%
Value ($000) $6,618 Shares 39,368 Est. Cost $89.71 Unrealized +68.1%
IEF Ishares 7-10 Year Trsury 1.4%
Value ($000) $6,546 Shares 68,795 Est. Cost $94.27 Unrealized
ATO Atmos Energy Corp 1.4%
Value ($000) $6,450 Shares 41,319 Est. Cost $58.44 Unrealized +162.0%
SGOL ETFS Gold Trust 1.3%
Value ($000) $6,299 Shares 198,699 Est. Cost $16.05 Unrealized
XOM Exxon Mobil Corporation 1.3%
Value ($000) $6,022 Shares 53,351 Est. Cost $58.56 Unrealized +78.5%
NVDA Nvidia Corp 1.3%
Value ($000) $5,958 Shares 33,947 Est. Cost $93.51 Unrealized +34.6%
SPTL SPDR Long Term Govt Bond 1.1%
Value ($000) $5,000 Shares 189,913 Est. Cost $38.78 Unrealized
ED Consolidated Edison Inc 1.0%
Value ($000) $4,930 Shares 48,218 Est. Cost $52.99 Unrealized +95.7%
EPD Enterprise Products Partners L.P. 0.8%
Value ($000) $3,865 Shares 122,984 Est. Cost $23.70 Unrealized
SPY S P D R TRUST Unit SR 0.8%
Value ($000) $3,855 Shares 6,068 Est. Cost $379.91 Unrealized
CL Colgate-Palmolive Co 0.8%
Value ($000) $3,743 Shares 43,098 Est. Cost $55.37 Unrealized +62.6%
IP International Paper Co 0.8%
Value ($000) $3,556 Shares 65,314 Est. Cost $29.06 Unrealized +58.3%
USMV iShares MSCI USA Min Volatility 0.7%
Value ($000) $3,325 Shares 35,455 Est. Cost $58.28 Unrealized
COST Costco Whsl Corp New 0.7%
Value ($000) $3,117 Shares 3,335 Est. Cost $286.28 Unrealized +246.1%
PEP Pepsico Incorporated 0.7%
Value ($000) $3,110 Shares 21,611 Est. Cost $79.40 Unrealized +65.0%
VO Vanguard Mid Cap Etf 0.7%
Value ($000) $3,065 Shares 10,647 Est. Cost $240.91 Unrealized
CAT Caterpillar Inc 0.6%
Value ($000) $3,011 Shares 7,001 Est. Cost $115.34 Unrealized +186.8%
DFAS Dimensional US Small Cap ETF 0.6%
Value ($000) $2,954 Shares 45,023 Est. Cost $59.35 Unrealized
PH Parker-Hannifin Corp 0.6%
Value ($000) $2,918 Shares 3,971 Est. Cost $284.99 Unrealized +120.5%
DE Deere & Co 0.6%
Value ($000) $2,843 Shares 5,548 Est. Cost $144.91 Unrealized +234.5%
GIS General Mills Inc 0.5%
Value ($000) $2,438 Shares 48,742 Est. Cost $44.87 Unrealized +19.9%
KMI Kinder Morgan Inc 0.5%
Value ($000) $2,268 Shares 81,344 Est. Cost $13.37 Unrealized +100.2%
AMD Advanced Micro Devices 0.5%
Value ($000) $2,170 Shares 12,230 Est. Cost $33.99 Unrealized +220.3%
COP Conocophillips 0.5%
Value ($000) $2,141 Shares 21,848 Est. Cost $40.98 Unrealized +114.8%
GD General Dynamics Corp 0.4%
Value ($000) $2,078 Shares 6,603 Est. Cost $144.98 Unrealized +87.9%
AAPL Apple Inc 0.4%
Value ($000) $1,872 Shares 8,860 Est. Cost $157.55 Unrealized +27.8%
TSCO Tractor Supply Co 0.4%
Value ($000) $1,688 Shares 28,805 Est. Cost $51.68 Unrealized -2.1%
VLO Valero Energy Corp New 0.3%
Value ($000) $1,447 Shares 10,000 Est. Cost $52.46 Unrealized +133.1%
JPM J.P. Morgan Chase 0.3%
Value ($000) $1,275 Shares 4,293 Est. Cost $198.53 Unrealized +27.3%
ADM Archer-Daniels-Midln 0.3%
Value ($000) $1,225 Shares 22,602 Est. Cost $41.08 Unrealized +15.8%
UGI UGI Corp 0.2%
Value ($000) $1,151 Shares 32,225 Est. Cost $42.43 Unrealized -18.9%
AFL Aflac Inc 0.2%
Value ($000) $1,015 Shares 10,069 Est. Cost $31.58 Unrealized +228.1%
SYY Sysco Corporation 0.2%
Value ($000) $1,008 Shares 12,857 Est. Cost $50.42 Unrealized +41.0%
CNI Canadian National Railway Co 0.2%
Value ($000) $965 Shares 10,136 Est. Cost $111.34 Unrealized -9.6%
CNP Centerpoint Energy 0.2%
Value ($000) $958 Shares 25,016 Est. Cost $19.59 Unrealized +86.5%
JBHT JB Hunt Transport Services Inc 0.2%
Value ($000) $956 Shares 6,512 Est. Cost $99.24 Unrealized +38.4%
MSFT Microsoft Corp 0.2%
Value ($000) $752 Shares 1,467 Est. Cost $368.82 Unrealized +17.2%
BLV Vanguard Long-Term Bond ETF 0.1%
Value ($000) $693 Shares 10,017 Est. Cost $76.42 Unrealized
META Meta Platforms Inc Class A 0.1%
Value ($000) $684 Shares 977 Est. Cost $294.33 Unrealized +109.5%
SLB Schlumberger Ltd 0.1%
Value ($000) $667 Shares 18,715 Est. Cost $49.27 Unrealized -31.1%
VPU Vanguard Utilities 0.1%
Value ($000) $600 Shares 3,281 Est. Cost $147.26 Unrealized
VDC Vanguard Consumer Staples ETF 0.1%
Value ($000) $559 Shares 2,546 Est. Cost $215.44 Unrealized
BRK/B Berkshire Hathaway Cl B 0.1%
Value ($000) $534 Shares 1,120 Est. Cost $333.23 Unrealized +52.4%
MKSI MKSI 0.1%
Value ($000) $498 Shares 4,903 Est. Cost $100.01 Unrealized -19.2%
FBLA FB BANCORP ORD 0.1%
Value ($000) $417 Shares 35,000 Est. Cost $12.15 Unrealized -9.1%
AES Aes Corp 0.1%
Value ($000) $358 Shares 26,620 Est. Cost $14.48 Unrealized -28.4%
TSLA Tesla Inc 0.1%
Value ($000) $353 Shares 1,099 Est. Cost $325.26 Unrealized -7.4%
AMT Amern Tower Corp Class A 0.1%
Value ($000) $327 Shares 1,522 Est. Cost $96.41 Unrealized +118.2%
AMZN AMZN 0.1%
Value ($000) $307 Shares 1,328 Est. Cost $171.10 Unrealized +15.7%
HBCP Home Bancorp Inc 0.1%
Value ($000) $300 Shares 5,533 Est. Cost $35.19 Unrealized +35.7%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $284 Shares 2,890 Est. Cost $61.97 Unrealized +52.9%
FHN First Horizon Natl Corp 0.1%
Value ($000) $266 Shares 11,910 Est. Cost $11.99 Unrealized +55.9%
TT Trane Technologies PLC Class A 0.0%
Value ($000) $204 Shares 434 Est. Cost $392.99 Unrealized 0.0%
VMD Viemed Healthcare Inc 0.0%
Value ($000) $147 Shares 23,520 Est. Cost $7.81 Unrealized -13.0%
LTMCF Lithium Chile Inc 0.0%
Value ($000) $17 Shares 40,000 Est. Cost $0.55 Unrealized -24.2%
RENERGEN ORD 0.0%
Value ($000) $9 Shares 10,380 Est. Cost $0.66 Unrealized
Digital Utilities Ventures Inc 0.0%
Value ($000) $1 Shares 35,000 Est. Cost $0.02 Unrealized
OWUV One World Universe Inc 0.0%
Value ($000) $0 Shares 18,700 Est. Cost $0.01 Unrealized -44.6%
PQEFF Petroteq Energy Inc 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.00 Unrealized +3.0%