Tcm Advisors, LLC Portfolio Holdings

Tcm Advisors, LLC

  • $114 Million
  • Q2 2024

Tcm Advisors, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $114 Million distributed in 61 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 $31.6M, Ishares Barclays 20+ Year Trea with a value of $12.6M, Spdr Gold Trust with a value of $6.28M, Ishares Tr with a value of $2.64M, and Ford Motor CO with a value of $2.44M.

Examining the 13F form we can see an decrease of $150M in the current position value, from $264M to 114M.

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 $114 Million
ETFs: $53.3 Million
Consumer Cyclical: $14.3 Million
Industrials: $11.8 Million
Financial Services: $6.93 Million
Consumer Defensive: $6.19 Million
Technology: $6.16 Million
Healthcare: $5 Million
Basic Materials: $4.05 Million
Other: $6.35 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$143B
$627,000 0.55% of portfolio
2,775
Q2 2024 Reduced 28.39%
$98.8B
$618,000 0.54% of portfolio
8,200
Q3 2023 Added 49.09%
$396B
$610,000 0.53% of portfolio
3,700
Q2 2024 Reduced 19.57%
$8.09B
$559,000 0.49% of portfolio
46,200
Q2 2024 Added 0.65%
$1.11B
$438,000 0.38% of portfolio
10,400
Q2 2024 Added 10.64%
$489B
$275,000 0.24% of portfolio
2,396
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $114 Million
  • Prior Value $264 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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