Lbmc Investment Advisors, LLC Portfolio Holdings

Lbmc Investment Advisors, LLC

  • $1.53 Billion
  • Q3 2025

Lbmc Investment Advisors, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.53 Billion distributed in 236 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 $289M, Invesco S&P 500 Equal Weight E with a value of $254M, Ishares Russell 2000 ETF with a value of $170M, Ishares Core High Dividend ETF with a value of $55.7M, and Ishares Tr with a value of $50.1M.

Examining the 13F form we can see an increase of $148M in the current position value, from $1.38B to 1.53B.

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

Portfolio value $1.53 Billion
ETFs: $1.31 Billion
Technology: $44.7 Million
Financial Services: $40.7 Million
Healthcare: $27.5 Million
Communication Services: $16.6 Million
Industrials: $16 Million
Consumer Cyclical: $12.7 Million
Consumer Defensive: $6.64 Million
Other: $9.79 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$289 Million 18.9% of portfolio
431,124
Q3 2025 Reduced 1.12%
$0
$254 Million 16.61% of portfolio
1,336,510
Q3 2025 Added 0.51%
$0
$170 Million 11.16% of portfolio
704,261
Q3 2025 Added 0.39%
$0
$55.7 Million 3.65% of portfolio
455,280
Q3 2025 Reduced 0.73%
$0
$50.1 Million 3.28% of portfolio
573,446
Q3 2025 Added 1.47%
$0
$45.5 Million 2.98% of portfolio
487,157
Q3 2025 Reduced 1.77%
$0
$36.2 Million 2.37% of portfolio
1,515,968
Q3 2025 Added 29.14%
$0
$32.8 Million 2.15% of portfolio
1,458,696
Q3 2025 Added 25.14%
$0
$32.5 Million 2.13% of portfolio
228,942
Q3 2025 Reduced 1.11%
$0
$24.5 Million 1.6% of portfolio
408,861
Q3 2025 Added 0.53%
$0
$24.3 Million 1.59% of portfolio
1,038,643
Q3 2025 Added 21.58%
$0
$22.7 Million 1.48% of portfolio
160,759
Q3 2025 Added 9.76%
$0
$22.5 Million 1.47% of portfolio
943,906
Q3 2025 Added 84.4%
$0
$20.4 Million 1.34% of portfolio
171,736
Q3 2025 Added 11.31%
$132B
$18.8 Million 1.23% of portfolio
44,188
Q3 2025 Reduced 2.1%
$4.32T
$16.2 Million 1.06% of portfolio
63,716
Q3 2025 Reduced 0.91%
$0
$15.8 Million 1.03% of portfolio
25,777
Q3 2025 Reduced 0.13%
$0
$14.8 Million 0.97% of portfolio
151,127
Q3 2025 Reduced 6.93%
$0
$14.9 Million 0.97% of portfolio
123,137
Q3 2025 Reduced 4.12%
$0
$13 Million 0.85% of portfolio
44,357
Q3 2025 Reduced 0.25%
$0
$12.3 Million 0.8% of portfolio
110,709
Q3 2025 Reduced 1.89%
$0
$12 Million 0.79% of portfolio
471,757
Q3 2025 Added 11.21%
$0
$11.9 Million 0.78% of portfolio
464,080
Q3 2025 Added 12.66%
$0
$11.6 Million 0.76% of portfolio
131,605
Q3 2025 Reduced 2.39%
$0
$11.2 Million 0.74% of portfolio
438,507
Q3 2025 Added 16.7%
$0
$9.14 Million 0.6% of portfolio
44,269
Q3 2025 Reduced 0.32%
$3.85T
$8.77 Million 0.57% of portfolio
16,934
Q3 2025 Added 8.73%
$0
$8.3 Million 0.54% of portfolio
90,830
Q3 2025 Added 0.65%
$0
$7.63 Million 0.5% of portfolio
140,801
Q3 2025 Reduced 0.17%
$2.59T
$7.38 Million 0.48% of portfolio
33,624
Q3 2025 Added 4.93%
$0
$7.11 Million 0.47% of portfolio
265,437
Q3 2025 Reduced 3.41%
$0
$6.87 Million 0.45% of portfolio
296,042
Q3 2025 Added 17.23%
$1.73T
$6.46 Million 0.42% of portfolio
26,536
Q3 2025 Reduced 8.37%
$67.6B
$5.88 Million 0.39% of portfolio
52,655
Q1 2025 Reduced 0.47%
$0
$6.01 Million 0.39% of portfolio
112,066
Q3 2025 Reduced 0.56%
$621B
$5.82 Million 0.38% of portfolio
11,571
Q3 2025 Added 5.71%
$0
$5.68 Million 0.37% of portfolio
242,055
Q3 2025 Added 25.64%
$0
$5.51 Million 0.36% of portfolio
226,281
Q3 2025 Added 15.93%
$0
$5.3 Million 0.35% of portfolio
99,262
Q3 2025 Reduced 1.88%
$0
$5.03 Million 0.33% of portfolio
117,593
Q2 2025 Added 11.81%
$0
$4.85 Million 0.32% of portfolio
7,287
Q3 2025 Added 0.18%
$0
$4.75 Million 0.31% of portfolio
214,641
Q3 2025 Added 0.17%
$0
$4.77 Million 0.31% of portfolio
186,751
Q3 2025 Added 21.5%
$0
$4.77 Million 0.31% of portfolio
74,707
Q3 2025 Added 0.82%
$0
$4.54 Million 0.3% of portfolio
191,031
Q3 2025 Added 33.31%
$0
$4.37 Million 0.29% of portfolio
66,990
Q3 2025 Reduced 10.1%
$1.46T
$4.34 Million 0.28% of portfolio
5,907
Q3 2025 Reduced 0.84%
$8.33B
$3.88 Million 0.25% of portfolio
52,918
Q1 2025 Reduced 9.7%
$1.68T
$3.78 Million 0.25% of portfolio
15,552
Q3 2025 Added 13.6%

Summary

  • Portfolio
  • No. of Stocks 236
  • Current Value $1.53 Billion
  • Prior Value $1.38 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 29 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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