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Livermore
Livermore
ZHEN

BCM Advisors, LLC

SEC CIK
0001373017
Latest filing
Jul 28, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 6, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
70
+3 vs. Q3 2024
Portfolio value
$447.8M
+$12.1M (+2.8%) vs. Q3 2024
Filed
Feb 6, 2025
SEC
Holdings of BCM Advisors, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Intermediate-Term Bond ETF921937819ETF899,033$67.8M15.1%+108,557+13.7%Added–
GLDSPDR Gold TrustETF233,354$61.6M13.8%−11,386−4.7%ReducedHistory
Dimensional ETF Trust25434V104US CORE EQT MKT1,329,278$55.6M12.4%−254,089−16.0%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF121,330$36.4M8.1%+2,251+1.9%Added–
iShares Tr46428743220 YR TR BD ETF396,356$35.6M8.0%+51,479+14.9%Added–
WisdomTree Tr97717X669US QTLY DIV GRT401,709$33.5M7.5%+570.0%Added–
Global X FDS37954Y889S&P 500 CATHOLIC231,617$16.9M3.8%+990.0%Added–
BROBrown & Brown, Inc.Stock89,527$9.56M2.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock60,366$6.87M1.5%+46+0.1%AddedHistory
KOCoca Cola CoStock100,053$6.32M1.4%−56−0.1%ReducedHistory
JNJJohnson & JohnsonStock39,700$6.14M1.4%−36−0.1%ReducedHistory
AVGOBroadcom Inc.Stock26,024$6.04M1.3%00.0%UnchangedHistory
ATOAtmos Energy CorpCOM41,319$5.99M1.3%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM52,822$5.80M1.3%−48−0.1%ReducedHistory
SGOLabrdn Gold ETF TrustETF204,562$5.59M1.2%−22,476−9.9%ReducedHistory
SPDR Series Trust78464A664ST LON TREAS ETF194,195$5.22M1.2%+21,962+12.8%Added–
EDConsolidated Edison IncStock48,218$4.64M1.0%−4,056−7.8%ReducedHistory
NVDANVIDIA CorpStock33,947$4.24M0.9%−210−0.6%ReducedHistory
EPDEnterprise Products Partners L.P.Stock122,984$4.06M0.9%00.0%UnchangedHistory
CLColgate Palmolive CoStock45,906$3.98M0.9%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF6,068$3.67M0.8%−34−0.6%ReducedHistory
IPInternational Paper CoCOM65,314$3.52M0.8%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock3,335$3.48M0.8%00.0%UnchangedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF36,387$3.39M0.8%−7,934−17.9%Reduced–
PEPPepsiCo IncStock21,862$3.18M0.7%−39−0.2%ReducedHistory
GISGeneral Mills IncStock49,192$2.93M0.7%+130.0%AddedHistory
iShares Tr4642874407-10 YR TRSY BD30,034$2.81M0.6%+30,034New–
PHParker-Hannifin CorpStock3,971$2.74M0.6%00.0%UnchangedHistory
DEDeere & CoStock5,548$2.59M0.6%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF9,355$2.59M0.6%+206+2.3%Added–
Dimensional U.S. Small Cap ETF25434V500ETF37,647$2.55M0.6%+767+2.1%Added–
CATCaterpillar IncStock7,043$2.53M0.6%−13−0.2%ReducedHistory
KMIKinder Morgan, Inc.Stock81,344$2.25M0.5%00.0%UnchangedHistory
COPConocoPhillipsStock21,821$2.19M0.5%−159−0.7%ReducedHistory
AAPLApple Inc.Stock8,598$2.00M0.4%−138−1.6%ReducedHistory
GDGeneral Dynamics CorpStock6,584$1.70M0.4%−9−0.1%ReducedHistory
JPMJPMorgan Chase & CoStock6,099$1.65M0.4%00.0%UnchangedHistory
TSCOTractor Supply CoCOM28,805$1.54M0.3%00.0%UnchangedConverted for a 5-for-1 splitHistory
VLOValero Energy CorpStock10,000$1.41M0.3%−48−0.5%ReducedHistory
AMDAdvanced Micro Devices IncStock12,197$1.37M0.3%+103+0.9%AddedHistory
Vanguard BD Index FDS921937793LONG TERM BOND18,948$1.33M0.3%−5,451−22.3%Reduced–
JBHTHunt J B Transport Services IncCOM6,527$1.11M0.2%00.0%UnchangedHistory
AFLAflac IncStock10,063$1.08M0.2%00.0%UnchangedHistory
CNICanadian National Railway CoStock10,136$1.05M0.2%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock22,643$1.05M0.2%+143+0.6%AddedHistory
UGIUgi CorpStock32,225$1.01M0.2%00.0%UnchangedHistory
SYYSysco CorpStock12,863$918.4K0.2%+60.0%AddedHistory
CNPCenterpoint Energy IncCOM25,016$807.3K0.2%+16+0.1%AddedHistory
SLBSLB LimitedStock18,909$771.7K0.2%−620−3.2%ReducedHistory
METAMeta Platforms, Inc.Stock1,017$716.9K0.2%−10−1.0%ReducedHistory
MSFTMicrosoft CorpStock1,471$608.0K0.1%+76+5.4%AddedHistory
Vanguard Utilities ETF92204A876ETF3,452$584.4K0.1%00.0%Unchanged–
Vanguard Consumer Staples ETF92204A207ETF2,591$562.2K0.1%−3,636−58.4%Reduced–
MKSIMKS IncCOM4,903$546.8K0.1%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock1,120$530.6K0.1%+50+4.7%AddedHistory
FBLAFB Bancorp, Inc.COM35,000$400.1K0.1%+35,000NewHistory
AMZNAmazon Com IncStock1,325$312.9K0.1%+147+12.5%AddedHistory
AMTAmerican Tower CorpREIT1,642$307.8K0.1%−8−0.5%ReducedHistory
WMTWalmart Inc.Stock2,943$301.5K0.1%−105−3.4%ReducedHistory
HBCPHome Bancorp, Inc.COM5,475$285.9K0.1%+29+0.5%AddedHistory
AESAES CorpStock26,620$279.0K0.1%00.0%UnchangedHistory
FHNFirst Horizon CorpCOM11,910$262.5K0.1%00.0%UnchangedHistory
CVXChevron CorpStock1,490$228.0K0.1%−189−11.3%ReducedHistory
TSLATesla, Inc.Stock597$225.8K0.1%+597NewHistory
Vanguard Health Care ETF92204A504ETF821$224.8K0.1%−167−16.9%Reduced–
VMDViemed Healthcare, Inc.COM21,270$177.2K<0.1%00.0%UnchangedHistory
Lithium Chile Inc53681G109COM40,000$18.7K<0.1%00.0%Unchanged–
Renergen OrdS6972T107Equities10,380$2.69K<0.1%00.0%Unchanged–
One World Universe Inc Com68249N107COM18,700$149<0.1%00.0%Unchanged–
PQEFFPetroteq Energy Inc.COM50,000$00.0%00.0%UnchangedHistory