$172 Million is the total value of DCM Advisors, LLC's 229 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | New | APPLE INC | $10,528,000 | – | 79,342 | +100.0% | 6.13% | – |
MSFT | New | MICROSOFT CORP | $7,995,000 | – | 35,944 | +100.0% | 4.66% | – |
AJG | New | GALLAGHER ARTHUR J & CO | $4,763,000 | – | 38,500 | +100.0% | 2.77% | – |
AMZN | New | AMAZON COM INC | $3,345,000 | – | 1,027 | +100.0% | 1.95% | – |
JPM | New | JPMORGAN CHASE & CO | $3,089,000 | – | 24,307 | +100.0% | 1.80% | – |
DIS | New | DISNEY WALT CO | $2,953,000 | – | 16,300 | +100.0% | 1.72% | – |
PNC | New | PNC FINL SVCS GROUP INC | $2,533,000 | – | 17,000 | +100.0% | 1.48% | – |
CVX | New | CHEVRON CORP NEW | $2,517,000 | – | 29,809 | +100.0% | 1.47% | – |
DFS | New | DISCOVER FINL SVCS | $2,447,000 | – | 27,035 | +100.0% | 1.42% | – |
NKE | New | NIKE INCcl b | $2,299,000 | – | 16,250 | +100.0% | 1.34% | – |
XOM | New | EXXON MOBIL CORP | $2,022,000 | – | 49,050 | +100.0% | 1.18% | – |
SBUX | New | STARBUCKS CORP | $2,014,000 | – | 18,830 | +100.0% | 1.17% | – |
TMUS | New | T-MOBILE US INC | $1,930,000 | – | 14,309 | +100.0% | 1.12% | – |
CABO | New | CABLE ONE INC | $1,927,000 | – | 865 | +100.0% | 1.12% | – |
NEE | New | NEXTERA ENERGY INC | $1,923,000 | – | 24,928 | +100.0% | 1.12% | – |
WMT | New | WALMART INC | $1,882,000 | – | 13,057 | +100.0% | 1.10% | – |
IPG | New | INTERPUBLIC GROUP COS INC | $1,835,000 | – | 78,031 | +100.0% | 1.07% | – |
BLK | New | BLACKROCK INC | $1,826,000 | – | 2,531 | +100.0% | 1.06% | – |
DOW | New | DOW INC | $1,803,000 | – | 32,478 | +100.0% | 1.05% | – |
LEA | New | LEAR CORP | $1,726,000 | – | 10,854 | +100.0% | 1.00% | – |
ALB | New | ALBEMARLE CORP | $1,668,000 | – | 11,306 | +100.0% | 0.97% | – |
A | New | AGILENT TECHNOLOGIES INC | $1,659,000 | – | 14,000 | +100.0% | 0.97% | – |
JEF | New | JEFFERIES FINL GROUP INC | $1,637,000 | – | 66,535 | +100.0% | 0.95% | – |
SCHW | New | SCHWAB CHARLES CORP | $1,591,000 | – | 30,000 | +100.0% | 0.93% | – |
TMO | New | THERMO FISHER SCIENTIFIC INC | $1,571,000 | – | 3,373 | +100.0% | 0.92% | – |
AVGO | New | BROADCOM INC | $1,568,000 | – | 3,581 | +100.0% | 0.91% | – |
CSL | New | CARLISLE COS INC | $1,562,000 | – | 10,000 | +100.0% | 0.91% | – |
GLW | New | CORNING INC | $1,515,000 | – | 42,092 | +100.0% | 0.88% | – |
AMD | New | ADVANCED MICRO DEVICES INC | $1,483,000 | – | 16,175 | +100.0% | 0.86% | – |
BG | New | BUNGE LIMITED | $1,443,000 | – | 22,000 | +100.0% | 0.84% | – |
RF | New | REGIONS FINANCIAL CORP NEW | $1,436,000 | – | 89,055 | +100.0% | 0.84% | – |
FTV | New | FORTIVE CORP | $1,382,000 | – | 19,510 | +100.0% | 0.80% | – |
OC | New | OWENS CORNING NEW | $1,380,000 | – | 18,213 | +100.0% | 0.80% | – |
DRI | New | DARDEN RESTAURANTS INC | $1,346,000 | – | 11,300 | +100.0% | 0.78% | – |
QCOM | New | QUALCOMM INC | $1,326,000 | – | 8,705 | +100.0% | 0.77% | – |
RL | New | RALPH LAUREN CORPcl a | $1,286,000 | – | 12,400 | +100.0% | 0.75% | – |
HON | New | HONEYWELL INTL INC | $1,276,000 | – | 6,000 | +100.0% | 0.74% | – |
KEY | New | KEYCORP | $1,263,000 | – | 76,985 | +100.0% | 0.74% | – |
QRVO | New | QORVO INC | $1,257,000 | – | 7,559 | +100.0% | 0.73% | – |
CMA | New | COMERICA INC | $1,246,000 | – | 22,300 | +100.0% | 0.73% | – |
CAT | New | CATERPILLAR INC | $1,193,000 | – | 6,554 | +100.0% | 0.70% | – |
GOOG | New | ALPHABET INCcap stk cl c | $1,191,000 | – | 680 | +100.0% | 0.69% | – |
DHR | New | DANAHER CORPORATION | $1,178,000 | – | 5,302 | +100.0% | 0.69% | – |
AMP | New | AMERIPRISE FINL INC | $1,166,000 | – | 6,000 | +100.0% | 0.68% | – |
GLD | New | SPDR GOLD TR | $1,154,000 | – | 6,470 | +100.0% | 0.67% | – |
BR | New | BROADRIDGE FINL SOLUTIONS IN | $1,149,000 | – | 7,500 | +100.0% | 0.67% | – |
CSCO | New | CISCO SYS INC | $1,123,000 | – | 25,100 | +100.0% | 0.65% | – |
GOOGL | New | ALPHABET INCcap stk cl a | $1,120,000 | – | 639 | +100.0% | 0.65% | – |
F | New | FORD MTR CO DEL | $1,108,000 | – | 126,000 | +100.0% | 0.64% | – |
FB | New | FACEBOOK INCcl a | $1,094,000 | – | 4,004 | +100.0% | 0.64% | – |
SO | New | SOUTHERN CO | $1,092,000 | – | 17,779 | +100.0% | 0.64% | – |
YUM | New | YUM BRANDS INC | $1,086,000 | – | 10,000 | +100.0% | 0.63% | – |
NVDA | New | NVIDIA CORPORATION | $1,072,000 | – | 2,053 | +100.0% | 0.62% | – |
BBN | New | BLACKROCK TAX MUNICPAL BD TR | $1,063,000 | – | 39,432 | +100.0% | 0.62% | – |
CSX | New | CSX CORP | $1,035,000 | – | 11,400 | +100.0% | 0.60% | – |
CMI | New | CUMMINS INC | $1,022,000 | – | 4,500 | +100.0% | 0.60% | – |
ITW | New | ILLINOIS TOOL WKS INC | $1,020,000 | – | 5,002 | +100.0% | 0.59% | – |
TSLA | New | TESLA INC | $988,000 | – | 1,400 | +100.0% | 0.58% | – |
EXC | New | EXELON CORP | $980,000 | – | 23,200 | +100.0% | 0.57% | – |
DUK | New | DUKE ENERGY CORP NEW | $959,000 | – | 10,470 | +100.0% | 0.56% | – |
BFB | New | BROWN FORMAN CORPcl b | $953,000 | – | 12,000 | +100.0% | 0.56% | – |
THO | New | THOR INDS INC | $930,000 | – | 10,000 | +100.0% | 0.54% | – |
QNST | New | QUINSTREET INC | $900,000 | – | 42,000 | +100.0% | 0.52% | – |
ELF | New | E L F BEAUTY INC | $882,000 | – | 35,000 | +100.0% | 0.51% | – |
APAM | New | ARTISAN PARTNERS ASSET MGMTcl a | $881,000 | – | 17,500 | +100.0% | 0.51% | – |
LAD | New | LITHIA MTRS INCcl a | $878,000 | – | 3,000 | +100.0% | 0.51% | – |
GNMK | New | GENMARK DIAGNOSTICS INC | $847,000 | – | 58,000 | +100.0% | 0.49% | – |
COTY | New | COTY INC | $842,000 | – | 120,000 | +100.0% | 0.49% | – |
BZH | New | BEAZER HOMES USA INC | $833,000 | – | 55,000 | +100.0% | 0.48% | – |
PUMP | New | PROPETRO HLDG CORP | $828,000 | – | 112,000 | +100.0% | 0.48% | – |
TNET | New | TRINET GROUP INC | $806,000 | – | 10,000 | +100.0% | 0.47% | – |
MEI | New | METHODE ELECTRS INC | $804,000 | – | 21,000 | +100.0% | 0.47% | – |
OSIS | New | OSI SYSTEMS INC | $792,000 | – | 8,500 | +100.0% | 0.46% | – |
ATSG | New | AIR TRANSPORT SERVICES GRP I | $784,000 | – | 25,000 | +100.0% | 0.46% | – |
NXGN | New | NEXTGEN HEALTHCARE INC | $784,000 | – | 43,000 | +100.0% | 0.46% | – |
BHE | New | BENCHMARK ELECTRS INC | $783,000 | – | 29,000 | +100.0% | 0.46% | – |
MLI | New | MUELLER INDS INC | $772,000 | – | 22,000 | +100.0% | 0.45% | – |
AROC | New | ARCHROCK INC | $762,000 | – | 88,000 | +100.0% | 0.44% | – |
PYPL | New | PAYPAL HLDGS INC | $761,000 | – | 3,249 | +100.0% | 0.44% | – |
ACLS | New | AXCELIS TECHNOLOGIES INC | $757,000 | – | 26,000 | +100.0% | 0.44% | – |
PGTI | New | PGT INNOVATIONS INC | $753,000 | – | 37,000 | +100.0% | 0.44% | – |
DGII | New | DIGI INTL INC | $737,000 | – | 39,000 | +100.0% | 0.43% | – |
VVNT | New | VIVINT SMART HOME INC | $726,000 | – | 35,000 | +100.0% | 0.42% | – |
VRNT | New | VERINT SYS INC | $672,000 | – | 10,000 | +100.0% | 0.39% | – |
ARKK | New | ARK ETF TRinnovation etf | $665,000 | – | 5,340 | +100.0% | 0.39% | – |
SXT | New | SENSIENT TECHNOLOGIES CORP | $664,000 | – | 9,000 | +100.0% | 0.39% | – |
WING | New | WINGSTOP INC | $663,000 | – | 5,000 | +100.0% | 0.39% | – |
VIVO | New | MERIDIAN BIOSCIENCE INC | $654,000 | – | 35,000 | +100.0% | 0.38% | – |
HGV | New | HILTON GRAND VACATIONS INC | $643,000 | – | 20,500 | +100.0% | 0.38% | – |
CRM | New | SALESFORCE COM INC | $600,000 | – | 2,695 | +100.0% | 0.35% | – |
ABT | New | ABBOTT LABS | $594,000 | – | 5,423 | +100.0% | 0.35% | – |
GLDI | New | CREDIT SUISSE AG NASSAU BRH | $587,000 | – | 60,500 | +100.0% | 0.34% | – |
AEIS | New | ADVANCED ENERGY INDS | $582,000 | – | 6,000 | +100.0% | 0.34% | – |
HSII | New | HEIDRICK & STRUGGLES INTL IN | $549,000 | – | 18,700 | +100.0% | 0.32% | – |
DAUG | New | FIRST TR EXCHNG TRADED FD VIvest us deep | $538,000 | – | 16,250 | +100.0% | 0.31% | – |
V | New | VISA INC | $534,000 | – | 2,439 | +100.0% | 0.31% | – |
NGVT | New | INGEVITY CORP | $530,000 | – | 7,000 | +100.0% | 0.31% | – |
CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $530,000 | – | 11,950 | +100.0% | 0.31% | – |
OXLC | New | OXFORD LANE CAP CORP | $529,000 | – | 97,696 | +100.0% | 0.31% | – |
TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $526,000 | – | 5,119 | +100.0% | 0.31% | – |
PLUG | New | PLUG POWER INC | $523,000 | – | 15,411 | +100.0% | 0.30% | – |
TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $519,000 | – | 2,500 | +100.0% | 0.30% | – |
FCEL | New | FUELCELL ENERGY INC | $510,000 | – | 45,700 | +100.0% | 0.30% | – |
FAST | New | FASTENAL CO | $465,000 | – | 9,519 | +100.0% | 0.27% | – |
SMHB | New | UBS AG LONDON BRANCHetracs mnthly b | $461,000 | – | 56,606 | +100.0% | 0.27% | – |
CCD | New | CALAMOS DYNAMIC CONV & INCOM | $459,000 | – | 16,308 | +100.0% | 0.27% | – |
EXP | New | EAGLE MATLS INC | $447,000 | – | 4,406 | +100.0% | 0.26% | – |
URI | New | UNITED RENTALS INC | $436,000 | – | 1,879 | +100.0% | 0.25% | – |
CNDT | New | CONDUENT INC | $432,000 | – | 90,000 | +100.0% | 0.25% | – |
REGN | New | REGENERON PHARMACEUTICALS | $425,000 | – | 880 | +100.0% | 0.25% | – |
RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $426,000 | – | 3,340 | +100.0% | 0.25% | – |
EAT | New | BRINKER INTL INC | $424,000 | – | 7,500 | +100.0% | 0.25% | – |
BAC | New | BK OF AMERICA CORP | $412,000 | – | 13,600 | +100.0% | 0.24% | – |
WMB | New | WILLIAMS COS INC | $401,000 | – | 20,000 | +100.0% | 0.23% | – |
BFK | New | BLACKROCK MUN INCOME TRsh ben int | $400,000 | – | 25,870 | +100.0% | 0.23% | – |
PWR | New | QUANTA SVCS INC | $397,000 | – | 5,517 | +100.0% | 0.23% | – |
CDNS | New | CADENCE DESIGN SYSTEM INC | $397,000 | – | 2,908 | +100.0% | 0.23% | – |
WIT | New | WIPRO LTDspon adr 1 sh | $396,000 | – | 70,000 | +100.0% | 0.23% | – |
AOK | New | ISHARES TRconser alloc etf | $395,000 | – | 10,200 | +100.0% | 0.23% | – |
YNDX | New | YANDEX N V | $383,000 | – | 5,500 | +100.0% | 0.22% | – |
TDOC | New | TELADOC HEALTH INC | $383,000 | – | 1,913 | +100.0% | 0.22% | – |
BAP | New | CREDICORP LTD | $377,000 | – | 2,300 | +100.0% | 0.22% | – |
SYY | New | SYSCO CORP | $371,000 | – | 5,000 | +100.0% | 0.22% | – |
ORC | New | ORCHID IS CAP INC | $370,000 | – | 70,958 | +100.0% | 0.22% | – |
BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $366,000 | – | 1,574 | +100.0% | 0.21% | – |
CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $364,000 | – | 550 | +100.0% | 0.21% | – |
TEL | New | TE CONNECTIVITY LTD | $363,000 | – | 3,000 | +100.0% | 0.21% | – |
RPAR | New | TIDAL ETF TRrpar risk pari | $357,000 | – | 15,000 | +100.0% | 0.21% | – |
NZF | New | NUVEEN MUNICIPAL CREDIT INC | $356,000 | – | 22,090 | +100.0% | 0.21% | – |
DE | New | DEERE & CO | $356,000 | – | 1,324 | +100.0% | 0.21% | – |
VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $351,000 | – | 5,056 | +100.0% | 0.20% | – |
AMAT | New | APPLIED MATLS INC | $345,000 | – | 4,000 | +100.0% | 0.20% | – |
INTC | New | INTEL CORP | $344,000 | – | 6,906 | +100.0% | 0.20% | – |
LRCX | New | LAM RESEARCH CORP | $331,000 | – | 700 | +100.0% | 0.19% | – |
NEO | New | NEOGENOMICS INC | $323,000 | – | 6,000 | +100.0% | 0.19% | – |
VZ | New | VERIZON COMMUNICATIONS INC | $322,000 | – | 5,487 | +100.0% | 0.19% | – |
UNH | New | UNITEDHEALTH GROUP INC | $312,000 | – | 889 | +100.0% | 0.18% | – |
ADBE | New | ADOBE SYSTEMS INCORPORATED | $313,000 | – | 625 | +100.0% | 0.18% | – |
ACN | New | ACCENTURE PLC IRELAND | $313,000 | – | 1,200 | +100.0% | 0.18% | – |
KLAC | New | KLA CORP | $311,000 | – | 1,200 | +100.0% | 0.18% | – |
GXC | New | SPDR INDEX SHS FDSs&p china etf | $311,000 | – | 2,391 | +100.0% | 0.18% | – |
PNR | New | PENTAIR PLC | $306,000 | – | 5,769 | +100.0% | 0.18% | – |
NFLX | New | NETFLIX INC | $306,000 | – | 565 | +100.0% | 0.18% | – |
IBM | New | INTERNATIONAL BUSINESS MACHS | $305,000 | – | 2,426 | +100.0% | 0.18% | – |
WIRE | New | ENCORE WIRE CORP | $303,000 | – | 5,000 | +100.0% | 0.18% | – |
IDXX | New | IDEXX LABS INC | $300,000 | – | 600 | +100.0% | 0.18% | – |
TER | New | TERADYNE INC | $300,000 | – | 2,500 | +100.0% | 0.18% | – |
CRWD | New | CROWDSTRIKE HLDGS INCcl a | $295,000 | – | 1,395 | +100.0% | 0.17% | – |
EL | New | LAUDER ESTEE COS INCcl a | $293,000 | – | 1,100 | +100.0% | 0.17% | – |
T | New | AT&T INC | $292,000 | – | 10,151 | +100.0% | 0.17% | – |
IGOV | New | ISHARES TRintl trea bd etf | $288,000 | – | 5,185 | +100.0% | 0.17% | – |
PDI | New | PIMCO DYNAMIC INCOME FD | $281,000 | – | 10,650 | +100.0% | 0.16% | – |
GIS | New | GENERAL MLS INC | $277,000 | – | 4,703 | +100.0% | 0.16% | – |
MA | New | MASTERCARD INCORPORATEDcl a | $274,000 | – | 768 | +100.0% | 0.16% | – |
EW | New | EDWARDS LIFESCIENCES CORP | $274,000 | – | 3,000 | +100.0% | 0.16% | – |
INTU | New | INTUIT | $266,000 | – | 700 | +100.0% | 0.16% | – |
HLIO | New | HELIOS TECHNOLOGIES INC | $266,000 | – | 5,000 | +100.0% | 0.16% | – |
CARR | New | CARRIER GLOBAL CORPORATION | $264,000 | – | 7,000 | +100.0% | 0.15% | – |
IRM | New | IRON MTN INC NEW | $261,000 | – | 8,862 | +100.0% | 0.15% | – |
LUV | New | SOUTHWEST AIRLS CO | $261,000 | – | 5,600 | +100.0% | 0.15% | – |
PPG | New | PPG INDS INC | $260,000 | – | 1,800 | +100.0% | 0.15% | – |
FITB | New | FIFTH THIRD BANCORP | $248,000 | – | 9,000 | +100.0% | 0.14% | – |
NOW | New | SERVICENOW INC | $248,000 | – | 450 | +100.0% | 0.14% | – |
CLM | New | CORNERSTONE STRATEGIC VALUE | $246,000 | – | 21,000 | +100.0% | 0.14% | – |
NUAN | New | NUANCE COMMUNICATIONS INC | $242,000 | – | 5,500 | +100.0% | 0.14% | – |
APTV | New | APTIV PLC | $235,000 | – | 1,800 | +100.0% | 0.14% | – |
HYMB | New | SPDR SER TRnuveen bbg brcly | $236,000 | – | 4,000 | +100.0% | 0.14% | – |
ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $232,000 | – | 3,804 | +100.0% | 0.14% | – |
VXX | New | BARCLAYS BANK PLCipth sr b s&p | $231,000 | – | 13,750 | +100.0% | 0.14% | – |
WFH | New | DIREXION SHS ETF TRwork from home | $227,000 | – | 3,360 | +100.0% | 0.13% | – |
ISRG | New | INTUITIVE SURGICAL INC | $221,000 | – | 270 | +100.0% | 0.13% | – |
SHW | New | SHERWIN WILLIAMS CO | $220,000 | – | 300 | +100.0% | 0.13% | – |
IPO | New | RENAISSANCE CAP GREENWICH FDipo etf | $219,000 | – | 3,400 | +100.0% | 0.13% | – |
ARKG | New | ARK ETF TRgenomic rev etf | $214,000 | – | 2,300 | +100.0% | 0.12% | – |
VNE | New | VEONEER INC | $213,000 | – | 10,000 | +100.0% | 0.12% | – |
CREE | New | CREE INC | $212,000 | – | 2,000 | +100.0% | 0.12% | – |
FISI | New | FINANCIAL INSTNS INC | $212,000 | – | 9,400 | +100.0% | 0.12% | – |
DFEB | New | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $211,000 | – | 6,525 | +100.0% | 0.12% | – |
INFY | New | INFOSYS LTDsponsored adr | $203,000 | – | 12,000 | +100.0% | 0.12% | – |
EOG | New | EOG RES INC | $202,000 | – | 4,050 | +100.0% | 0.12% | – |
HGLB | New | HIGHLAND GLOBAL ALLOCATION F | $202,000 | – | 30,900 | +100.0% | 0.12% | – |
PAYS | New | PAYSIGN INC | $193,000 | – | 41,500 | +100.0% | 0.11% | – |
KMI | New | KINDER MORGAN INC DEL | $191,000 | – | 14,000 | +100.0% | 0.11% | – |
DX | New | DYNEX CAP INC | $188,000 | – | 10,547 | +100.0% | 0.11% | – |
USOI | New | CREDIT SUISSE NASSAU BRANCHxlink crd etn37 | $180,000 | – | 38,500 | +100.0% | 0.10% | – |
NID | New | NUVEEN INTER DURATION MUN TE | $167,000 | – | 12,016 | +100.0% | 0.10% | – |
DWX | New | SPDR INDEX SHS FDSs&p intl etf | $167,000 | – | 4,578 | +100.0% | 0.10% | – |
PSK | New | SPDR SER TRwells fg pfd etf | $166,000 | – | 3,730 | +100.0% | 0.10% | – |
MMTM | New | SPDR SER TRs&p1500momtilt | $163,000 | – | 1,003 | +100.0% | 0.10% | – |
PAVE | New | GLOBAL X FDSus infr dev etf | $157,000 | – | 7,400 | +100.0% | 0.09% | – |
LADR | New | LADDER CAP CORPcl a | $152,000 | – | 15,500 | +100.0% | 0.09% | – |
ARKQ | New | ARK ETF TRautnmus technlgy | $153,000 | – | 2,000 | +100.0% | 0.09% | – |
DNOV | New | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $151,000 | – | 4,525 | +100.0% | 0.09% | – |
SJNK | New | SPDR SER TRbloomberg srt tr | $148,000 | – | 5,489 | +100.0% | 0.09% | – |
XITK | New | SPDR SER TRfactst inv etf | $140,000 | – | 650 | +100.0% | 0.08% | – |
CLOU | New | GLOBAL X FDS | $141,000 | – | 5,071 | +100.0% | 0.08% | – |
CWB | New | SPDR SER TRblmbrg brc cnvrt | $136,000 | – | 1,645 | +100.0% | 0.08% | – |
NYMT | New | NEW YORK MTG TR INC | $132,000 | – | 35,800 | +100.0% | 0.08% | – |
ARKW | New | ARK ETF TRnext gnrtn inter | $132,000 | – | 900 | +100.0% | 0.08% | – |
NRZ | New | NEW RESIDENTIAL INVT CORP | $130,000 | – | 13,050 | +100.0% | 0.08% | – |
XFLT | New | XAI OCTAGON FLOATING RATE & | $125,000 | – | 16,650 | +100.0% | 0.07% | – |
PFFL | New | UBS AG LONDON BRANCHetracs 2xm etn | $123,000 | – | 6,330 | +100.0% | 0.07% | – |
GII | New | SPDR INDEX SHS FDSs&p gblinf etf | $120,000 | – | 2,400 | +100.0% | 0.07% | – |
EWX | New | SPDR INDEX SHS FDSs&p emktsc etf | $119,000 | – | 2,300 | +100.0% | 0.07% | – |
CRF | New | CORNERSTONE TOTAL RETURN FD | $114,000 | – | 10,000 | +100.0% | 0.07% | – |
ATNM | New | ACTINIUM PHARMACEUTICALS INC | $104,000 | – | 13,300 | +100.0% | 0.06% | – |
PFF | New | ISHARES TRpfd and incm sec | $103,000 | – | 2,675 | +100.0% | 0.06% | – |
ARKF | New | ARK ETF TRfintech innova | $99,000 | – | 2,000 | +100.0% | 0.06% | – |
SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $97,000 | – | 2,300 | +100.0% | 0.06% | – |
RWX | New | SPDR INDEX SHS FDSdj intl rl etf | $95,000 | – | 2,800 | +100.0% | 0.06% | – |
SPYG | New | SPDR SER TRprtflo s&p500 gw | $78,000 | – | 1,402 | +100.0% | 0.04% | – |
SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $76,000 | – | 1,802 | +100.0% | 0.04% | – |
FEZ | New | SPDR INDEX SHS FDSeuro stoxx 50 | $72,000 | – | 1,725 | +100.0% | 0.04% | – |
SPYD | New | SPDR SER TRprtflo s&p500 hi | $71,000 | – | 2,150 | +100.0% | 0.04% | – |
WDIV | New | SPDR INDEX SHS FDSs&p glbdiv etf | $60,000 | – | 1,000 | +100.0% | 0.04% | – |
SKYY | New | FIRST TR EXCHANGE TRADED FD | $53,000 | – | 557 | +100.0% | 0.03% | – |
BKCC | New | BLACKROCK CAP INVT CORP | $50,000 | – | 18,663 | +100.0% | 0.03% | – |
REML | New | CREDIT SUISSE NASSAU BRANCHxlnks reit etn36 | $48,000 | – | 8,350 | +100.0% | 0.03% | – |
PBW | New | INVESCO EXCHANGE TRADED FD Twilderhil clan | $41,000 | – | 400 | +100.0% | 0.02% | – |
SHE | New | SPDR SER TRssga gnder etf | $36,000 | – | 400 | +100.0% | 0.02% | – |
SPYV | New | SPDR SER TRprtflo s&p500 vl | $9,000 | – | 267 | +100.0% | 0.01% | – |
SPYX | New | SPDR SER TRspdr s&p 500 etf | $9,000 | – | 100 | +100.0% | 0.01% | – |
SPHY | New | SPDR SER TRportfli high yld | $5,000 | – | 200 | +100.0% | 0.00% | – |
XBI | New | SPDR SER TRs&p biotech | $2,000 | – | 13 | +100.0% | 0.00% | – |
KRE | New | SPDR SER TRs&p regl bkg | $2,000 | – | 38 | +100.0% | 0.00% | – |
XRT | New | SPDR SER TRs&p retail etf | $2,000 | – | 30 | +100.0% | 0.00% | – |
BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $2,000 | – | 61 | +100.0% | 0.00% | – |
GXG | New | GLOBAL X FDSglbx msci colum | $0 | – | 14 | +100.0% | 0.00% | – |
GREK | New | GLOBAL X FDSmsci greece etf | $0 | – | 18 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-02
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 12 | Q3 2023 | 9.6% |
MICROSOFT CORP | 12 | Q3 2023 | 8.3% |
ALPHABET INC CAP STOCK CL A | 12 | Q3 2023 | 3.9% |
META PLATFORMS INC CL A | 12 | Q3 2023 | 4.7% |
DISNEY WALT CO | 12 | Q3 2023 | 3.4% |
BK OF AMERICA CORP | 12 | Q3 2023 | 3.8% |
JPMORGAN CHASE & CO | 12 | Q3 2023 | 2.8% |
AMAZON.COM INC | 12 | Q3 2023 | 3.3% |
ALPHABET INC CAP STOCK CL C | 12 | Q3 2023 | 1.8% |
CSX CORP | 12 | Q3 2023 | 2.0% |
View DCM Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-15 |
13F-HR | 2023-11-14 |
13F-HR | 2023-09-12 |
13F-HR | 2023-09-12 |
13F-HR | 2023-09-11 |
13F-HR | 2023-09-11 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-09 |
13F-HR | 2022-02-11 |
13F-HR | 2021-11-15 |
View DCM Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.