Tcm Advisors, LLC Portfolio Holdings

Tcm Advisors, LLC

  • $1.08 Billion
  • Q1 2025

Tcm Advisors, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.08 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $29.9M, Ishares Barclays 20+ Year Trea with a value of $15.2M, Spdr Gold Trust with a value of $9.36M, United Parcel Service Inc with a value of $4.48M, and Ishares Tr with a value of $3.11M.

Examining the 13F form we can see an increase of $65.7M in the current position value, from $1.01B to 1.08B.

Tcm Advisors, LLC is based out at Martinsburg, WV

Below you can find more details about Tcm Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.08 Billion
ETFs: $1.02 Billion
Industrials: $13.3 Million
Consumer Cyclical: $12.3 Million
Financial Services: $7.12 Million
Technology: $5.97 Million
Consumer Defensive: $5.55 Million
Healthcare: $3.72 Million
Basic Materials: $3.49 Million
Other: $6.07 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$137B
$631,000 0.06% of portfolio
2,675
Q1 2025 Reduced 3.6%
$8.71B
$587,000 0.05% of portfolio
10,700
Q1 2025 Added 0.94%
$30.3B
$588,000 0.05% of portfolio
13,500
Q1 2025 Reduced 11.18%
$377B
$545,000 0.05% of portfolio
3,200
Q4 2024 Reduced 15.79%
$1.83B
$504,000 0.05% of portfolio
43,400
Q1 2025 Added 10.15%
$67.3B
$546,000 0.05% of portfolio
2,400
Q4 2024 Reduced 4.0%
$1.32B
$438,000 0.04% of portfolio
11,300
Q1 2025 Reduced 0.88%
$15.2B
$423,000 0.04% of portfolio
1,500
Q1 2025 Added 15.38%
$478B
$284,000 0.03% of portfolio
2,396
Q1 2025 Reduced 11.29%
$0
$262,000 0.02% of portfolio
2,864
Q1 2025 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q1 2025 New
$0
$3,000 0.0% of portfolio
9
Q1 2025 Added 200.0%
$0
$13,000 0.0% of portfolio
66
Q1 2025 Added 46.67%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $1.08 Billion
  • Prior Value $1.01 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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