Lbmc Investment Advisors, LLC Purchases in Q3 2025

Lbmc Investment Advisors, LLC

  • $1.53 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
2.77K
+ 0.39%
$214.92 - $244.84 $594K - $677K
704K $170M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.77K
+ 0.51%
$181.56 - $190.33 $1.23M - $1.29M
1.34M $254M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
432K
+ 84.4%
$23.43 - $23.88 $10.1M - $10.3M
944K $22.5M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
342K
+ 29.14%
$23.53 - $23.89 $8.05M - $8.17M
1.52M $36.2M
IBHG
Ishares Tr Ibonds 2027 Term Hi
293K
+ 25.14%
$22.38 - $22.53 $6.56M - $6.6M
1.46M $32.8M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
184K
+ 21.58%
$23.09 - $23.43 $4.26M - $4.32M
1.04M $24.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17.4K
+ 11.31%
$108.46 - $120.63 $1.89M - $2.1M
172K $20.4M
COF
Capital One Financial Corp

Financial Services
16.5K
New
$207.29 - $229.74 $3.41M - $3.78M
16.5K $3.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14.3K
+ 9.76%
$132.9 - $142.03 $1.9M - $2.03M
161K $22.7M
IEFA
Ishares Tr

ETFs
8.32K
+ 1.47%
$81.7 - $87.53 $679K - $728K
573K $50.1M
GOOGL
Alphabet Inc.

Communication Services
1.86K
+ 13.6%
$174.36 - $254.72 $325K - $474K
15.6K $3.78M
ORCL
Oracle Corp

Technology
3.21K
+ 44.14%
$218.96 - $328.33 $702K - $1.05M
10.5K $2.94M
AVGO
Broadcom Inc.

Technology
3.86K
+ 258.37%
$264.74 - $369.57 $1.02M - $1.43M
5.35K $1.77M
IBMO
Ishares Tr Ibonds December 202

ETFs
52.2K
+ 12.66%
$25.58 - $25.72 $1.33M - $1.34M
464K $11.9M
VEA
Vanguard Ftse Developed Market

ETFs
2.17K
+ 0.53%
$56.02 - $60.3 $121K - $131K
409K $24.5M
IBMP
Ishares Tr Ibonds December 202

ETFs
47.5K
+ 11.21%
$25.3 - $25.56 $1.2M - $1.22M
472K $12M
LLY
Eli Lilly & CO

Healthcare
1.67K
+ 92.78%
$625.65 - $812.69 $1.04M - $1.36M
3.47K $2.65M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
49.4K
+ 25.64%
$23.13 - $23.54 $1.14M - $1.16M
242K $5.68M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
47.7K
+ 33.31%
N/A
191K $4.54M
CAT
Caterpillar Inc

Industrials
2.12K
+ 204.92%
$390.92 - $477.15 $830K - $1.01M
3.16K $1.51M
MSFT
Microsoft Corp

Technology
1.36K
+ 8.73%
$491.09 - $535.64 $668K - $728K
16.9K $8.77M
DGRO
Ishares Core Dividend Growth E

ETFs
15K
New
$64.12 - $68.08 $962K - $1.02M
15K $1.02M
C
Citigroup Inc

Financial Services
9.98K
New
$85.57 - $103.49 $854K - $1.03M
9.98K $1.01M
IBHE
Ishares Ibonds 2025 Term High

ETFs
43.5K
+ 17.23%
$23.14 - $23.23 $1.01M - $1.01M
296K $6.87M
NVDA
Nvidia Corp

Technology
2.84K
+ 22.27%
$153.3 - $186.58 $435K - $529K
15.6K $2.91M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
33K
+ 21.5%
$25.24 - $25.56 $834K - $845K
187K $4.77M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
16.7K
New
$46.61 - $49.24 $781K - $825K
16.7K $824K
MA
Mastercard Inc

Financial Services
1.41K
+ 80.93%
$550.18 - $598.96 $773K - $842K
3.14K $1.79M
ABBV
Abb Vie Inc.

Healthcare
2.77K
+ 90.27%
$184.85 - $231.54 $513K - $642K
5.85K $1.35M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
31.1K
+ 15.93%
$24.14 - $24.34 $751K - $757K
226K $5.51M
JPM
Jpmorgan Chase & CO

Financial Services
1.87K
+ 27.56%
$282.78 - $316.06 $529K - $591K
8.65K $2.73M
GS
Goldman Sachs Group Inc

Financial Services
875
New
$696.56 - $806.32 $609K - $706K
875 $696K
ETN
Eaton Corp PLC

Industrials
1.85K
New
$342.99 - $392.76 $635K - $727K
1.85K $692K
RTX
Raytheon Technologies Corp

Industrials
3.43K
+ 89.88%
$144.19 - $167.33 $494K - $573K
7.24K $1.21M
MSTR
Microstrategy Inc

Technology
1.89K
New
$300.7 - $455.9 $569K - $862K
1.89K $609K
AMD
Advanced Micro Devices Inc

Technology
2.75K
+ 48.32%
$134.8 - $184.42 $371K - $507K
8.44K $1.37M
PLTR
Palantir Technologies Inc.

Technology
3.04K
New
$130.68 - $186.97 $398K - $569K
3.04K $554K
XLV
Select Sector Spdr Fund Health

ETFs
3.5K
+ 43.09%
$129.01 - $139.72 $452K - $489K
11.6K $1.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
625
+ 5.71%
$459.11 - $506.91 $287K - $317K
11.6K $5.82M
TRV
Travelers Companies, Inc.

Financial Services
1.75K
New
$250.62 - $279.43 $439K - $489K
1.75K $488K
VMC
Vulcan Materials CO

Basic Materials
1.5K
New
$260.62 - $307.62 $391K - $461K
1.5K $461K
MS
Morgan Stanley

Financial Services
2.76K
New
$139.09 - $161.16 $384K - $445K
2.76K $439K
PANW
Palo Alto Networks Inc

Technology
2.11K
New
$167.06 - $208.19 $352K - $439K
2.11K $429K
BR
Broadridge Financial Solutions, Inc.

Technology
1.77K
New
$233.75 - $266.89 $413K - $472K
1.77K $420K
COST
Costco Wholesale Corp

Consumer Defensive
550
+ 37.14%
$915.95 - $994.57 $504K - $547K
2.03K $1.88M
WFC
Wells Fargo & Company

Financial Services
4.5K
+ 63.03%
$77.05 - $85.16 $346K - $383K
11.6K $974K
MMM
3 M CO

Industrials
2.59K
New
$144.41 - $160.2 $374K - $414K
2.59K $401K
SPY
Spdr S&P 500 ETF Trust

ETFs
13
+ 0.18%
$617.65 - $666.84 $8.03K - $8.67K
7.29K $4.85M
AMZN
Amazon Com Inc

Consumer Cyclical
1.58K
+ 4.93%
$211.65 - $238.24 $334K - $376K
33.6K $7.38M
Activity Summary
Buys All Purchases 105 New Holdings 29 Increased Positions 76 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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