Bcm Advisors, LLC Purchases and Sells in Q3 2025

Bcm Advisors, LLC

$488 Million
Q3 2025

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIV	440K + 50.19%	$76.16 - $78.59 $33.5M - $34.6M	1.32M $103M
VTI	1.48K + 1.2%	$303.93 - $329.86 $450K - $489K	125K $41M
JNJ	165 + 0.42%	$155.17 - $185.42 $25.6K - $30.6K	39.5K $7.33M
CAT	32 + 0.46%	$390.92 - $477.15 $12.5K - $15.3K	7.03K $3.36M
AAPL	3 + 0.03%	$202.38 - $256.87 $607 - $771	8.86K $2.26M
VLO	10 + 0.1%	$131.77 - $175.63 $1.32K - $1.76K	10K $1.7M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISTB	59.6K New	$48.31 - $48.93 $2.88M - $2.91M	59.6K $2.91M
VEA	6.02K New	$56.02 - $60.3 $337K - $363K	6.02K $360K
SCHD	10.4K New	$26.38 - $27.95 $274K - $290K	10.4K $283K
IAU	3.66K New	$61.62 - $72.77 $226K - $266K	3.66K $266K
GDDY	1.92K New	$133.35 - $178.59 $256K - $343K	1.92K $262K
VGT	315 New	$656.44 - $753.15 $207K - $237K	315 $235K

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	-362K - 90.98%	$85.01 - $90.35 $30.7M - $32.7M	35.9K $3.2M
CL	-110 - 0.26%	$79.36 - $93.33 $8.73K - $10.3K	43K $3.44M
IEF	-2.98K - 4.32%	$93.91 - $97.26 $279K - $289K	65.8K $6.35M
DUK	-4K - 6.63%	$116.31 - $125.93 $465K - $504K	56.4K $6.98M
TSLA	-427 - 38.85%	$293.94 - $444.72 $126K - $190K	672 $298K
USMV	-271 - 0.76%	$92.18 - $95.14 $25K - $25.8K	35.2K $3.35M

Activity Summary All Purchases 27 New Holdings 8 Increased Positions 19 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

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