Dcm Advisors, LLC Top Holdings and 13F Report (2024) → [Urgent!] Generational Wealth Gameplan (From Crypto 101 Media) (Ad) About Dcm Advisors, LLCInvestment ActivityDcm Advisors, LLC has $242.52 million in total holdings as of March 31, 2024.Dcm Advisors, LLC owns shares of 76 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 0.44% of the portfolio was purchased this quarter.About 27.55% of the portfolio was sold this quarter.This quarter, Dcm Advisors, LLC has purchased 114 new stocks and bought additional shares in 12 stocks.Dcm Advisors, LLC sold shares of 56 stocks and completely divested from 41 stocks this quarter.Largest Holdings Microsoft $18,038,685Apple $14,022,598Meta Platforms $13,867,194Walt Disney $11,472,659American International Group $9,434,025 Largest New Holdings this Quarter Broadcom $340,699 HoldingFidelity MSCI Health Care Index ETF $204,914 HoldingJPMorgan Equity Premium Income ETF $202,221 Holding Largest Purchases this Quarter Broadcom 257 shares (about $340.70K)Fidelity MSCI Health Care Index ETF 2,937 shares (about $204.91K)JPMorgan Equity Premium Income ETF 3,495 shares (about $202.22K)Salesforce 348 shares (about $104.81K)Amazon.com 227 shares (about $40.95K) Largest Sales this Quarter Microsoft 10,818 shares (about $4.55M)Alphabet 28,651 shares (about $4.32M)Apple 22,771 shares (about $3.90M)Meta Platforms 6,468 shares (about $3.14M)JPMorgan Chase & Co. 9,640 shares (about $1.93M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDcm Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$18,038,685$4,551,322 ▼-20.1%42,8767.4%Computer and TechnologyAAPLApple$14,022,598$3,904,769 ▼-21.8%81,7745.8%Computer and TechnologyMETAMeta Platforms$13,867,194$3,140,732 ▼-18.5%28,5585.7%Computer and TechnologyDISWalt Disney$11,472,659$1,160,701 ▼-9.2%93,7624.7%Consumer DiscretionaryAIGAmerican International Group$9,434,025$1,326,467 ▼-12.3%120,6863.9%FinanceMPCMarathon Petroleum$8,666,918$1,039,136 ▼-10.7%43,0123.6%Oils/EnergyNFLXNetflix$8,541,489$754,911 ▼-8.1%14,0643.5%Consumer DiscretionaryBACBank of America$8,257,232$855,248 ▼-9.4%217,7543.4%FinanceBRK.BBerkshire Hathaway$8,200,561$1,796,462 ▼-18.0%19,5013.4%FinanceAXPAmerican Express$7,903,026$577,870 ▼-6.8%34,7103.3%FinanceORCLOracle$7,854,020$923,234 ▼-10.5%62,5273.2%Computer and TechnologyCMCSAComcast$7,739,319$639,369 ▼-7.6%178,5313.2%Consumer DiscretionaryGSThe Goldman Sachs Group$7,635,373$430,638 ▼-5.3%18,2803.1%FinanceWFCWells Fargo & Company$7,335,765$535,203 ▼-6.8%126,5663.0%FinanceMSMorgan Stanley$6,962,944$556,391 ▼-7.4%73,9482.9%FinanceJPMJPMorgan Chase & Co.$6,822,218$1,930,892 ▼-22.1%34,0602.8%FinanceGOOGLAlphabet$6,476,406$4,324,295 ▼-40.0%42,9102.7%Computer and TechnologyABBVAbbVie$5,878,370$1,421,108 ▼-19.5%32,2812.4%MedicalCVSCVS Health$5,491,795$924,737 ▼-14.4%68,8542.3%Retail/WholesaleRHRH$5,197,780$32,388 ▲0.6%14,9252.1%Consumer StaplesRTXRTX$4,447,661$1,369,029 ▼-23.5%45,6031.8%AerospaceCSXCSX$4,444,767$353,092 ▼-7.4%119,9021.8%TransportationGOOGAlphabet$4,285,053$38,674 ▼-0.9%28,1431.8%Computer and TechnologyPSXPhillips 66$3,613,897$261,017 ▼-6.7%22,1251.5%Oils/EnergyMCDMcDonald's$3,299,097$39,473 ▼-1.2%11,7011.4%Retail/WholesaleBKNGBooking$3,036,544$326,510 ▼-9.7%8371.3%Retail/WholesalePFEPfizer$3,000,552$6,910 ▲0.2%108,1281.2%MedicalLSXMKThe Liberty SiriusXM Group$2,993,609$524,946 ▼-14.9%100,7611.2%Consumer DiscretionaryBABoeing$2,856,831$467,422 ▼-14.1%14,8031.2%AerospacePEPPepsiCo$2,760,083$256,040 ▼-8.5%15,7711.1%Consumer StaplesCOPConocoPhillips$2,654,471$908,159 ▼-25.5%20,8551.1%Oils/EnergyPMPhilip Morris International$2,215,0050.0%24,1760.9%Consumer StaplesVZVerizon Communications$2,147,807$3,986 ▼-0.2%51,1870.9%Computer and TechnologyUSBU.S. Bancorp$2,107,560$16,628 ▼-0.8%47,1490.9%FinancePGProcter & Gamble$1,867,335$21,255 ▼-1.1%11,5090.8%Consumer StaplesTAT&T$1,644,645$192,191 ▼-10.5%93,4460.7%Computer and TechnologyNVDANVIDIA$1,593,224$415,702 ▼-20.7%1,7630.7%Computer and TechnologyVVisa$1,237,211$1,157,112 ▼-48.3%4,4330.5%Business ServicesUNPUnion Pacific$1,001,919$904,531 ▼-47.4%4,0740.4%TransportationAMZNAmazon.com$948,799$40,946 ▲4.5%5,2600.4%Retail/WholesaleLOWLowe's Companies$897,159$863,280 ▼-49.0%3,5220.4%Retail/WholesaleLIBERTY MEDIA CORP LBTY LIV S$780,916$245,085 ▼-23.9%17,8210.3%COMHDHome Depot$745,718$1,107,453 ▼-59.8%1,9440.3%Retail/WholesalePYPLPayPal$668,962$580,870 ▼-46.5%9,9860.3%Computer and TechnologyTRVTravelers Companies$631,504$451,074 ▼-41.7%2,7440.3%FinanceMRKMerck & Co., Inc.$625,347$807,185 ▼-56.3%4,7390.3%MedicalCHENIERE ENERGY INC NEW$555,360$3,549 ▲0.6%3,4430.2%COMMAMastercard$540,287$4,334 ▲0.8%1,1220.2%Business ServicesIRMIron Mountain$535,779$13,154 ▲2.5%6,6800.2%FinanceQUALiShares MSCI USA Quality Factor ETF$493,2140.0%3,0010.2%ETFARCCAres Capital$486,971$31,729 ▲7.0%23,3900.2%FinanceMDTMedtronic$450,391$355,136 ▼-44.1%5,1680.2%MedicalHONHoneywell International$405,984$495,268 ▼-55.0%1,9780.2%Multi-Sector ConglomeratesCRMSalesforce$393,040$104,811 ▲36.4%1,3050.2%Computer and TechnologyVTVVanguard Value ETF$390,702$1,791 ▲0.5%2,3990.2%ETFCCitigroup$384,626$399,298 ▼-50.9%6,0820.2%FinanceOBDCBlue Owl Capital$372,503$24,700 ▲7.1%24,2200.2%FinanceJNJJohnson & Johnson$363,679$598,908 ▼-62.2%2,2990.1%MedicalVHTVanguard Health Care ETF$357,6270.0%1,3220.1%ETFBABAAlibaba Group$340,743$332,494 ▼-49.4%4,7090.1%Retail/WholesaleAVGOBroadcom$340,699$340,699 ▲New Holding2570.1%Computer and TechnologyUNHUnitedHealth Group$329,006$807,920 ▼-71.1%6650.1%MedicalCBChubb$311,474$193,570 ▼-38.3%1,2020.1%FinanceTELTE Connectivity$289,028$239,501 ▼-45.3%1,9900.1%Computer and TechnologyROKRockwell Automation$285,503$190,238 ▼-40.0%9800.1%Industrial ProductsADPAutomatic Data Processing$270,968$171,322 ▼-38.7%1,0850.1%Business ServicesABTAbbott Laboratories$269,619$295,194 ▼-52.3%2,3720.1%MedicalSCHWAB CHARLES FAMILY FUND VAL$252,665$21,770 ▲9.4%252,6650.1%MUTLBRDKLiberty Broadband$248,321$1,338,381 ▼-84.3%4,3390.1%Consumer DiscretionaryXLBMaterials Select Sector SPDR Fund$236,3120.0%2,5440.1%ETFMSGSMadison Square Garden Sports$235,448$140,605 ▼-37.4%1,2760.1%Consumer DiscretionaryIWViShares Russell 3000 ETF$226,560$150,040 ▼-39.8%7550.1%ETFSCHDSchwab US Dividend Equity ETF$225,8450.0%2,8010.1%ETFFSKFS KKR Capital$217,038$22,598 ▲11.6%11,3810.1%FinanceFHLCFidelity MSCI Health Care Index ETF$204,914$204,914 ▲New Holding2,9370.1%ETFJEPIJPMorgan Equity Premium Income ETF$202,221$202,221 ▲New Holding3,4950.1%ETFSHWSherwin-Williams$0$873,320 ▼-100.0%00.0%ConstructionCATCaterpillar$0$809,840 ▼-100.0%00.0%Industrial ProductsCOSTCostco Wholesale$0$728,728 ▼-100.0%00.0%Retail/WholesaleSLBSchlumberger$0$723,564 ▼-100.0%00.0%Oils/EnergySOSouthern$0$701,200 ▼-100.0%00.0%UtilitiesXOMExxon Mobil$0$699,860 ▼-100.0%00.0%Oils/EnergyDUKDuke Energy$0$679,280 ▼-100.0%00.0%UtilitiesAMGNAmgen$0$662,446 ▼-100.0%00.0%MedicalAMDAdvanced Micro Devices$0$648,604 ▼-100.0%00.0%Computer and TechnologyAEPAmerican Electric Power$0$633,516 ▼-100.0%00.0%UtilitiesDHRDanaher$0$578,350 ▼-100.0%00.0%Multi-Sector ConglomeratesBLKBlackRock$0$555,271 ▼-100.0%00.0%FinanceEMREmerson Electric$0$535,315 ▼-100.0%00.0%Industrial ProductsINTCIntel$0$505,465 ▼-100.0%00.0%Computer and TechnologyTGTTarget$0$498,470 ▼-100.0%00.0%Retail/WholesaleEOGEOG Resources$0$483,800 ▼-100.0%00.0%Oils/EnergyBMYBristol-Myers Squibb$0$469,897 ▼-100.0%00.0%MedicalTCEHYTencent$0$467,236 ▼-100.0%00.0%Computer and TechnologyADMArcher-Daniels-Midland$0$463,869 ▼-100.0%00.0%Consumer StaplesEQTEQT$0$460,054 ▼-100.0%00.0%Oils/EnergyCVXChevron$0$447,480 ▼-100.0%00.0%Oils/EnergyFNVFranco-Nevada$0$443,240 ▼-100.0%00.0%Basic MaterialsTXNTexas Instruments$0$442,344 ▼-100.0%00.0%Computer and TechnologyNEMNewmont$0$413,900 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. 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