Bcm Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Bcm Advisors, LLC is a well-known investment firm that manages various funds and portfolios. Their 13F holdings report for Q1 2023 compared to Q2 2023 reveals interesting changes in their holdings. In this article, we will explore these changes and analyze the potential implications for investors.

Vanguard Intermediate Bond (BIV) saw a slight increase in shares from 644,148 in Q1 2023 to 653,464 in Q2 2023. The value of these shares also rose from $49,038 to $49,414. This indicates a positive shift in Bcm Advisors' investment strategy towards intermediate bonds.

On the other hand, SPDR Gold Shares (GLD) experienced a decrease in shares from 264,328 to 262,084. The value of these shares also dropped from $48,628 to $47,701. This slight decline in holdings may suggest a shift away from gold investments.

Similarly, Vanguard Consumer Staples ETF (VDC) saw a decrease in shares from 226,796 to 228,256. The value of these shares also declined from $45,540 to $44,325. This indicates a reduction in Bcm Advisors' exposure to the consumer staples sector.

In contrast, iShares Tr Barclays Bond (TLT) witnessed an increase in shares from 307,332 to 316,143. The value of these shares also rose from $31,695 to $32,211. This suggests a bullish stance on the Barclays bond market.

Vanguard Utilities (VPU) experienced a decrease in shares from 201,718 to 200,875, reflecting a slight shift away from utility holdings. The value of these shares also declined from $30,251 to $29,261.

The healthcare sector also saw some changes in Bcm Advisors' holdings. Vanguard Health Care (VHT) reported a decrease in shares from 107,056 to 106,064. The value of these shares also dropped from $26,473 to $25,494. This indicates a potential shift in investment focus within the healthcare industry.

Vanguard Total Stock Market (VTI) witnessed a minor decrease in shares from 101,969 to 101,575. However, the value of these shares increased from $21,026 to $22,781. This suggests a slight shift in Bcm Advisors' allocation towards the stock market.

Other notable changes include the increase in shares of S&P500 Catholic Values (CATH) from 176,771 to 180,149, with the value rising from $9,010 to $9,964. This indicates a continued faith in socially responsible investments.

Brown & Brown Inc (BRO) experienced a significant increase in shares from 70,721 to 118,900, along with an increase in value from $4,655 to $8,148. This demonstrates a high conviction in the company's growth potential.

Apple Inc (AAPL) witnessed a noteworthy increase in shares from 2,939 to 6,726, with the value rising from $498 to $1,281. This indicates a strong belief in Apple's long-term prospects.

Overall, Bcm Advisors' Q1 2023 vs. Q2 2023 13F holdings comparison reveals a mix of changes in their investment strategy. While some holdings have increased, others have decreased, suggesting a dynamic approach to portfolio management. Investors can monitor these changes to gain insights into Bcm Advisors' investment outlook and potentially align their investment decisions accordingly.

Disclaimer: The information in this article is for informational purposes only and should not be considered as financial advice.