Lbmc Investment Advisors, LLC Portfolio Holdings

Lbmc Investment Advisors, LLC

  • $1.26 Billion
  • Q1 2025

Lbmc Investment Advisors, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.26 Billion distributed in 201 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 $244M, Invesco S&P 500 Equal Weight E with a value of $229M, Ishares Russell 2000 ETF with a value of $142M, Ishares Core High Dividend ETF with a value of $54.7M, and Ishares Tr with a value of $43.2M.

Examining the 13F form we can see an decrease of $452K in the current position value, from $1.26B to 1.26B.

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

Portfolio value $1.26 Billion
ETFs: $1.11 Billion
Technology: $29.8 Million
Financial Services: $29.7 Million
Healthcare: $22.3 Million
Communication Services: $11.9 Million
Consumer Cyclical: $11.2 Million
Industrials: $9.94 Million
Consumer Defensive: $6.66 Million
Other: $9.38 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$244 Million 19.38% of portfolio
437,632
Q1 2025 Reduced 1.15%
$0
$229 Million 18.14% of portfolio
1,330,882
Q1 2025 Reduced 0.88%
$0
$142 Million 11.29% of portfolio
710,187
Q1 2025 Reduced 0.66%
$0
$54.7 Million 4.34% of portfolio
457,980
Q1 2025 Reduced 1.37%
$0
$43.2 Million 3.43% of portfolio
565,881
Q1 2025 Added 0.92%
$0
$41.3 Million 3.28% of portfolio
500,675
Q1 2025 Reduced 0.69%
$0
$30.7 Million 2.43% of portfolio
231,157
Q1 2025 Reduced 1.15%
$0
$20.5 Million 1.63% of portfolio
399,918
Q1 2025 Added 0.43%
$0
$19.5 Million 1.55% of portfolio
836,135
Q1 2025 Added 95.27%
$0
$19.1 Million 1.52% of portfolio
857,119
Q1 2025 Added 58.6%
$0
$17.9 Million 1.42% of portfolio
140,619
Q1 2025 Added 0.56%
$0
$17.5 Million 1.39% of portfolio
755,309
Q1 2025 Added 75.7%
$97.8B
$15.6 Million 1.24% of portfolio
45,136
Q1 2025 Added 0.0%
$0
$15.5 Million 1.23% of portfolio
254,275
Q1 2025 Reduced 6.95%
$0
$14.9 Million 1.18% of portfolio
143,551
Q1 2025 Reduced 6.67%
$3.25T
$14.4 Million 1.14% of portfolio
64,765
Q1 2025 Added 5.06%
$0
$12.3 Million 0.98% of portfolio
133,175
Q1 2025 Reduced 5.75%
$0
$12.1 Million 0.96% of portfolio
148,965
Q1 2025 Added 0.03%
$0
$11.4 Million 0.91% of portfolio
113,827
Q1 2025 Added 0.17%
$0
$11.4 Million 0.91% of portfolio
44,433
Q1 2025 Reduced 0.2%
$0
$10.8 Million 0.85% of portfolio
463,248
Q1 2025 Added 61.35%
$0
$10.4 Million 0.82% of portfolio
135,926
Q1 2025 Reduced 1.26%
$0
$9.4 Million 0.75% of portfolio
372,141
Q1 2025 Added 25.18%
$0
$9.37 Million 0.74% of portfolio
366,493
Q1 2025 Added 11.13%
$0
$9.05 Million 0.72% of portfolio
47,934
Q1 2025 Reduced 5.31%
$0
$8.38 Million 0.66% of portfolio
93,371
Q1 2025 Reduced 0.06%
$0
$8.1 Million 0.64% of portfolio
320,704
Q1 2025 Added 36.43%
$0
$7.34 Million 0.58% of portfolio
274,556
Q1 2025 Added 1.8%
$0
$6.4 Million 0.51% of portfolio
119,268
Q1 2025 Reduced 3.95%
$0
$6.25 Million 0.5% of portfolio
137,884
Q1 2025 Reduced 2.0%
$1.86T
$6.13 Million 0.49% of portfolio
32,193
Q1 2025 Added 1.58%
$2.89T
$6.01 Million 0.48% of portfolio
16,007
Q1 2025 Added 5.63%
$68.6B
$5.85 Million 0.46% of portfolio
52,655
Q1 2025 Reduced 0.47%
$0
$5.76 Million 0.46% of portfolio
247,698
Q1 2025 Added 13.55%
$683B
$5.48 Million 0.44% of portfolio
10,446
Q1 2025 Added 2.4%
$0
$4.95 Million 0.39% of portfolio
84,984
Q1 2025 Reduced 1.98%
$983B
$4.48 Million 0.36% of portfolio
28,652
Q1 2025 Added 1.43%
$0
$4.51 Million 0.36% of portfolio
103,138
Q1 2025 Reduced 5.5%
$0
$4.31 Million 0.34% of portfolio
74,955
Q1 2025 Reduced 3.12%
$0
$4.06 Million 0.32% of portfolio
7,258
Q1 2025 Reduced 5.12%
$0
$3.86 Million 0.31% of portfolio
105,168
Q1 2025 Reduced 1.93%
$79.5B
$3.75 Million 0.3% of portfolio
9,391
Q1 2025 Reduced 54.74%
$1.3T
$3.44 Million 0.27% of portfolio
5,957
Q1 2025 Added 6.11%
$8.27B
$3.46 Million 0.27% of portfolio
52,918
Q1 2025 Reduced 9.7%
$0
$3.3 Million 0.26% of portfolio
142,530
Q1 2025 New
$0
$2.97 Million 0.24% of portfolio
122,953
Q1 2025 Added 77.21%
$99.2B
$2.89 Million 0.23% of portfolio
31,461
Q1 2025 Added 33.72%
$313B
$2.86 Million 0.23% of portfolio
39,890
Q1 2025 Added 3.87%
$0
$2.9 Million 0.23% of portfolio
6,180
Q1 2025 Added 1.59%

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $1.26 Billion
  • Prior Value $1.26 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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