DCM Advisors
Latest statistics and disclosures from DCM Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, META, ORCL, DIS, and represent 28.09% of DCM Advisors's stock portfolio.
- Added to shares of these 10 stocks: Sirius XM Holdings, SWVXX, META, PYPL, DIS, LUMN, AVGO, LOW, AMZN, GOOGL.
- Started 4 new stock positions in Sirius XM Holdings, LUMN, LOW, PYPL.
- Reduced shares in these 10 stocks: NFLX, LSXMK, NVDA, C, GS, AAPL, AGNC, IRM, BAC, BRK.B.
- Sold out of its positions in AGNC, C, LSXMK.
- DCM Advisors was a net seller of stock by $-2.1M.
- DCM Advisors has $199M in assets under management (AUM), dropping by 4.83%.
- Central Index Key (CIK): 0001839498
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Portfolio Holdings for DCM Advisors
DCM Advisors holds 52 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.3 | $14M | 34k | 430.30 |
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| Apple (AAPL) | 7.1 | $14M | 61k | 233.00 |
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| Facebook Inc cl a (META) | 4.9 | $9.8M | +3% | 17k | 572.44 |
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| Oracle Corporation (ORCL) | 4.6 | $9.0M | 53k | 170.40 |
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| Walt Disney Company (DIS) | 4.2 | $8.4M | +2% | 87k | 96.19 |
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| American Express Company (AXP) | 4.1 | $8.2M | 30k | 271.20 |
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| Goldman Sachs (GS) | 4.0 | $7.9M | -2% | 16k | 495.11 |
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| Berkshire Hathaway (BRK.B) | 3.9 | $7.8M | 17k | 460.26 |
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| American International (AIG) | 3.9 | $7.8M | 107k | 73.23 |
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| Rh (RH) | 3.9 | $7.8M | 23k | 334.43 |
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| Bank of America Corporation (BAC) | 3.7 | $7.4M | 187k | 39.68 |
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| Morgan Stanley (MS) | 3.5 | $6.9M | 66k | 104.24 |
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| Comcast Corporation (CMCSA) | 3.4 | $6.8M | 162k | 41.77 |
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| Wells Fargo & Company (WFC) | 3.2 | $6.3M | 111k | 56.49 |
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| JPMorgan Chase & Co. (JPM) | 3.0 | $6.0M | 29k | 210.86 |
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| Abbvie (ABBV) | 2.8 | $5.5M | 28k | 197.48 |
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| Alphabet Inc Class A cs (GOOGL) | 2.8 | $5.5M | 33k | 165.85 |
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| Marathon Petroleum Corp (MPC) | 2.6 | $5.2M | 32k | 162.91 |
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| CVS Caremark Corporation (CVS) | 2.2 | $4.4M | 71k | 62.88 |
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| Raytheon Technologies Corp (RTX) | 2.1 | $4.3M | 35k | 121.16 |
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| Netflix (NFLX) | 2.0 | $4.0M | -38% | 5.7k | 709.27 |
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| CSX Corporation (CSX) | 1.9 | $3.7M | 107k | 34.53 |
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| McDonald's Corporation (MCD) | 1.7 | $3.4M | 11k | 304.51 |
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| Booking Holdings (BKNG) | 1.5 | $2.9M | 684.00 | 4212.16 |
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| Philip Morris International (PM) | 1.4 | $2.7M | 23k | 121.40 |
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| Phillips 66 (PSX) | 1.3 | $2.6M | 20k | 131.45 |
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| Alphabet Inc Class C cs (GOOG) | 1.2 | $2.4M | 15k | 167.18 |
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| Pepsi (PEP) | 1.1 | $2.2M | 13k | 170.05 |
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| Verizon Communications (VZ) | 1.1 | $2.1M | 48k | 44.91 |
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| U.S. Bancorp (USB) | 1.0 | $2.0M | 44k | 45.73 |
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| ConocoPhillips (COP) | 1.0 | $1.9M | 18k | 105.28 |
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| At&t (T) | 1.0 | $1.9M | 86k | 22.00 |
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| Boeing Company (BA) | 0.9 | $1.8M | 12k | 152.04 |
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| Procter & Gamble Company (PG) | 0.9 | $1.7M | 9.8k | 173.20 |
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| NVIDIA Corporation (NVDA) | 0.7 | $1.3M | -21% | 11k | 121.44 |
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| Amazon (AMZN) | 0.4 | $842k | +23% | 4.5k | 186.33 |
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| Visa (V) | 0.4 | $789k | -4% | 2.9k | 274.95 |
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| Iron Mountain Reit (IRM) | 0.4 | $730k | -8% | 6.1k | 118.83 |
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| Pfizer (PFE) | 0.4 | $714k | 25k | 28.94 |
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| Sirius XM Holdings | 0.3 | $666k | NEW | 28k | 23.65 |
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| Schwab Charles Family Fund Val Mut (SWVXX) | 0.3 | $627k | +157% | 627k | 1.00 |
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| Cheniere Energy (LNG) | 0.3 | $561k | -6% | 3.1k | 179.84 |
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| MasterCard Incorporated (MA) | 0.3 | $555k | -5% | 1.1k | 493.78 |
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| Ares Capital Corporation (ARCC) | 0.2 | $468k | -7% | 22k | 20.94 |
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| salesforce (CRM) | 0.2 | $409k | -5% | 1.5k | 273.64 |
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| Union Pacific Corporation (UNP) | 0.2 | $371k | 1.5k | 246.48 |
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| Owl Rock Capital Corporation (OBDC) | 0.2 | $344k | -5% | 24k | 14.57 |
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| Invesco Qqq Trust Etf (QQQ) | 0.1 | $242k | -9% | 496.00 | 487.64 |
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| Broadcom (AVGO) | 0.1 | $240k | +541% | 1.4k | 172.51 |
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| Paypal Holdings (PYPL) | 0.1 | $211k | NEW | 2.7k | 78.03 |
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| Lumen Technologies (LUMN) | 0.1 | $203k | NEW | 29k | 7.10 |
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| Lowe's Companies (LOW) | 0.1 | $202k | NEW | 746.00 | 270.85 |
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Past Filings by DCM Advisors
SEC 13F filings are viewable for DCM Advisors going back to 2020
- DCM Advisors 2024 Q3 filed Nov. 14, 2024
- DCM Advisors 2024 Q2 filed Aug. 15, 2024
- DCM Advisors 2024 Q1 filed May 16, 2024
- DCM Advisors 2023 Q4 filed Feb. 15, 2024
- DCM Advisors 2023 Q3 filed Nov. 14, 2023
- DCM Advisors 2023 Q1 filed Sept. 12, 2023
- DCM Advisors 2023 Q2 filed Sept. 12, 2023
- DCM Advisors 2022 Q3 filed Sept. 11, 2023
- DCM Advisors 2022 Q4 filed Sept. 11, 2023
- DCM Advisors 2022 Q2 filed Aug. 15, 2022
- DCM Advisors 2022 Q1 filed May 9, 2022
- DCM Advisors 2021 Q4 filed Feb. 11, 2022
- DCM Advisors 2021 Q3 filed Nov. 15, 2021
- DCM Advisors 2021 Q2 filed Aug. 10, 2021
- DCM Advisors 2021 Q1 filed May 17, 2021
- DCM Advisors 2020 Q4 filed Feb. 2, 2021