Lbmc Investment Advisors, LLC Purchases and Sells in Q1 2025

Lbmc Investment Advisors, LLC

$1.26 Billion
Q1 2025

Top Buys

Incresed Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBHH	408K + 95.27%	$23.33 - $23.71 $9.52M - $9.67M	836K $19.5M
IBHF	325K + 75.7%	$23.13 - $23.41 $7.53M - $7.62M	755K $17.5M
IBHG	317K + 58.6%	$22.21 - $22.56 $7.03M - $7.14M	857K $19.1M
IBHI	176K + 61.35%	$23.15 - $23.78 $4.08M - $4.19M	463K $10.8M
IEFA	5.13K + 0.92%	$69.57 - $78.65 $357K - $404K	566K $43.2M
IBMQ	85.6K + 36.43%	$25.08 - $25.39 $2.15M - $2.17M	321K $8.1M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBDU	143K New	$22.61 - $23.14 $3.22M - $3.3M	143K $3.3M
IBDV	113K New	$21.11 - $21.73 $2.38M - $2.45M	113K $2.45M
JEPI	5.66K New	$56.17 - $59.71 $318K - $338K	5.66K $321K
ET	13.3K New	$17.26 - $21.08 $230K - $281K	13.3K $248K
GLD	815 New	$243.19 - $288.14 $198K - $235K	815 $234K
IAU	3.88K New	$49.74 - $58.96 $193K - $229K	3.88K $228K

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-5.11K - 1.15%	$554.06 - $615.85 $2.83M - $3.15M	438K $244M
IWM	-4.69K - 0.66%	$198.1 - $229.79 $928K - $1.08M	710K $142M
RSP	-11.8K - 0.88%	$169.43 - $182.84 $2M - $2.16M	1.33M $229M
AON	-11.4K - 54.74%	$348.44 - $409.32 $3.96M - $4.65M	9.39K $3.75M
IJR	-10.3K - 6.67%	$102.49 - $119.96 $1.05M - $1.23M	144K $14.9M
IVW	-8.13K - 5.75%	$92.45 - $106.69 $752K - $868K	133K $12.3M

Activity Summary All Purchases 92 New Holdings 12 Increased Positions 80 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

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