Lbmc Investment Advisors, LLC Purchases in Q1 2025

Lbmc Investment Advisors, LLC

  • $1.26 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PNFP
Pinnacle Financial Partners Inc

Financial Services
1.57K
+ 10.08%
$99.42 - $126.15 $156K - $198K
17.1K $1.82M
PG
Procter & Gamble CO

Consumer Defensive
174
+ 8.08%
$158.56 - $176.26 $27.6K - $30.7K
2.33K $396K
AVGO
Broadcom Inc.

Technology
500
+ 50.3%
$167.43 - $244.7 $83.7K - $122K
1.49K $250K
VT
Vanguard Total World Stk Index

ETFs
383
+ 2.37%
$115.08 - $123.97 $44.1K - $47.5K
16.6K $1.92M
HON
Honeywell International Inc

Industrials
142
+ 12.98%
$202.75 - $226.52 $28.8K - $32.2K
1.24K $261K
F
Ford Motor CO

Consumer Cyclical
652
+ 5.0%
$9.12 - $10.43 $5.95K - $6.8K
13.7K $137K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2
+ 0.08%
$128.74 - $138.67 $257 - $277
2.65K $356K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
27
+ 0.26%
$21.77 - $22.25 $588 - $601
10.6K $234K
LUV
Southwest Airlines CO

Industrials
18
+ 0.28%
$28.18 - $34.84 $507 - $627
6.44K $216K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
45
+ 0.17%
$39.96 - $43.3 $1.8K - $1.95K
26.5K $1.08M
Highlands Reit Inc Real Estate Invst Trust Marylan
20.6K
New
N/A
20.6K $0
Ge Vernova LLC Com
29
+ 2.55%
N/A
1.17K $0
I Shares I Bonds 2030 Term High Yield And Income ETF
137K
+ 137.0%
N/A
238K $0
I Shares I Bonds Dec 2029 Term Muni Bond ETF
45.1K
+ 66.96%
N/A
112K $0
Super Micro Computer Inc
13.7K
+ 121.11%
N/A
25K $0
Ishs Ibnd Dec 2030 Trm Mn Bnd ETF
18.7K
New
N/A
18.7K $0
I Shares Bitcoin Trust ETF
470
+ 3.48%
N/A
14K $0
NEE
Nextera Energy Inc

Utilities
1
+ 0.02%
$66.96 - $76.16 $67 - $76.2
5.3K $375K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
45
+ 0.34%
$49.78 - $53.19 $2.24K - $2.39K
13.4K $679K
PEP
Pepsico Inc

Consumer Defensive
22
+ 0.56%
$142.64 - $156.42 $3.14K - $3.44K
3.96K $593K
PFE
Pfizer Inc

Healthcare
283
+ 1.92%
$25.01 - $27.13 $7.08K - $7.68K
15K $381K
MAIN
Main Street Capital Corp

Financial Services
24
+ 0.36%
$54.71 - $63.1 $1.31K - $1.51K
6.62K $375K
PRU
Prudential Financial Inc

Financial Services
1
+ 0.04%
$105.04 - $122.33 $105 - $122
2.3K $256K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
5
+ 0.15%
$80.73 - $94.96 $404 - $475
3.29K $270K
RF
Regions Financial Corp

Financial Services
185
+ 1.0%
$20.84 - $24.77 $3.86K - $4.58K
18.7K $406K
DFAT
Dimensional ETF Tr U S Target

ETFs
15
+ 0.18%
$50.44 - $58.1 $757 - $872
8.53K $439K
USB
Us Bancorp \De\

Financial Services
25
+ 0.32%
$40.92 - $50.9 $1.02K - $1.27K
7.95K $335K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.07%
$271.18 - $303.12 $542 - $606
2.89K $791K
IJK
Ishares S&P Midcap 400 Growth

ETFs
6
+ 0.04%
$81.62 - $96.63 $490 - $580
14.5K $1.21M
HD
Home Depot, Inc.

Consumer Cyclical
45
+ 0.59%
$347.25 - $424.87 $15.6K - $19.1K
7.7K $2.82M
NVDA
Nvidia Corp

Technology
1.35K
+ 11.6%
$106.98 - $149.43 $144K - $201K
13K $1.41M
DIS
Walt Disney CO

Communication Services
1
+ 0.01%
$96.87 - $114.0 $96.9 - $114
12.8K $1.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
97
+ 1.59%
$468.34 - $539.52 $45.4K - $52.3K
6.18K $2.9M
SPYG
Spdr Portfolio

ETFs
27
+ 0.08%
$80.05 - $92.39 $2.16K - $2.49K
33.2K $2.66M
BX
Blackstone Inc.

Financial Services
2
+ 0.02%
$136.53 - $186.74 $273 - $373
9.66K $1.35M
GOOGL
Alphabet Inc.

Communication Services
582
+ 4.36%
$154.33 - $206.19 $89.8K - $120K
13.9K $2.15M
MSFT
Microsoft Corp

Technology
853
+ 5.63%
$375.39 - $447.2 $320K - $381K
16K $6.01M
AMZN
Amazon Com Inc

Consumer Cyclical
500
+ 1.58%
$190.26 - $242.06 $95.1K - $121K
32.2K $6.13M
GOOG
Alphabet Inc.

Communication Services
404
+ 1.43%
$156.06 - $207.71 $63K - $83.9K
28.7K $4.48M
AAPL
Apple Inc.

Technology
3.12K
+ 5.06%
$209.68 - $247.1 $654K - $771K
64.8K $14.4M
VTWO
Vanguard Russell 2000 ETF

ETFs
48
+ 0.03%
$80.08 - $92.93 $3.84K - $4.46K
149K $12.1M
Activity Summary
Buys All Purchases 92 New Holdings 12 Increased Positions 80 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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