Lbmc Investment Advisors, LLC has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.15 Billion distributed in 186 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $236M, Invesco S&P 500 Equal Weight E with a value of $227M, Ishares Russell 2000 ETF with a value of $149M, Ishares Core High Dividend ETF with a value of $52.8M, and Ishares Tr Msci Eafe ETF with a value of $41.3M.

Examining the 13F form we can see an increase of $101M in the current position value, from $1.05B to 1.15B.

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

Portfolio value $1.15 Billion
ETFs: $1.04 Billion
Healthcare: $22.8 Million
Technology: $21.8 Million
Financial Services: $21.1 Million
Industrials: $11.5 Million
Communication Services: $8.27 Million
Consumer Cyclical: $8.23 Million
Consumer Defensive: $6.61 Million
Other: $8.18 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 186
  • Current Value $1.15 Billion
  • Prior Value $1.05 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 24 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
Track This Portfolio

Track Lbmc Investment Advisors, LLC Portfolio

Follow Lbmc Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lbmc Investment Advisors, LLC, based on Form 13F filings with the SEC.


Stay updated on Lbmc Investment Advisors, LLC with notifications on news.