Lbmc Investment Advisors, LLC Purchases in Q2 2025

Lbmc Investment Advisors, LLC

  • $1.38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.01%
$81.79 - $99.98 $81.8 - $100
9.23K $902K
WFC
Wells Fargo & Company

Financial Services
334
+ 4.91%
$60.98 - $80.12 $20.4K - $26.8K
7.13K $571K
DVY
Ishares Tr

ETFs
360
+ 0.16%
$118.37 - $134.86 $42.6K - $48.5K
232K $30.7M
IDV
Ishares Tr

ETFs
13
+ 0.07%
$27.79 - $34.84 $361 - $453
17.4K $599K
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.05%
$113.75 - $148.48 $228 - $297
3.81K $556K
VIG
Vanguard Dividend Appreciation

ETFs
267
+ 7.37%
N/A
3.89K $708K
RF
Regions Financial Corp

Financial Services
212
+ 1.13%
$18.34 - $23.52 $3.89K - $4.99K
18.9K $444K
IWR
Ishares Russell Mid Cap ETF

ETFs
50
+ 1.39%
$74.88 - $91.97 $3.74K - $4.6K
3.66K $336K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.08%
$376.48 - $440.65 $376 - $441
1.3K $570K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
63
+ 0.47%
$45.11 - $52.34 $2.84K - $3.3K
13.5K $705K
DFAT
Dimensional ETF Tr U S Target

ETFs
22
+ 0.26%
$44.8 - $53.97 $986 - $1.19K
8.55K $461K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
6
+ 0.18%
$72.61 - $88.75 $436 - $533
3.3K $292K
MAIN
Main Street Capital Corp

Financial Services
6
+ 0.09%
$49.15 - $59.32 $295 - $356
6.63K $391K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
252
+ 0.09%
$26.41 - $26.76 $6.66K - $6.74K
275K $7.35M
T
At&T Inc.

Communication Services
3
+ 0.03%
$26.33 - $28.94 $79 - $86.8
10.9K $316K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
18
+ 0.24%
$77.74 - $78.78 $1.4K - $1.42K
7.42K $583K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2
+ 0.08%
$121.58 - $136.74 $243 - $273
2.66K $360K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.04%
$335.24 - $380.78 $1.01K - $1.14K
7.7K $2.82M
I Shares I Bonds 2030 Term High Yield And Income ETF
39.5K
+ 16.62%
N/A
277K $0
I Shares I Bonds Dec 2033 Term Corp ETF
15.3K
New
N/A
15.3K $0
I Shares Bitcoin Trust ETF
7.54K
+ 53.84%
N/A
21.5K $0
Nebius Group Nv
7.19K
New
N/A
7.19K $0
Fidelity Wise Origin Bitcoin Fund
4.91K
+ 63.4%
N/A
12.7K $0
I Shares I Bonds Dec 2030 Term Muni Bond ETF
41.5K
+ 222.13%
N/A
60.2K $0
I Shares I Bonds Dec 2029 Term Muni Bond ETF
112K
+ 100.0%
N/A
225K $0
I Shares I Bonds Dec 2034 Term Corp ETF
14.6K
New
N/A
14.6K $0
ET
Energy Transfer LP

Energy
72
+ 0.54%
$15.65 - $18.93 $1.13K - $1.36K
13.4K $243K
LUV
Southwest Airlines CO

Industrials
18
+ 0.28%
$24.04 - $34.36 $433 - $618
6.46K $209K
PSX
Phillips 66

Energy
1
+ 0.04%
$92.87 - $125.73 $92.9 - $126
2.49K $296K
DUK
Duke Energy Corp

Utilities
1
+ 0.03%
$112.46 - $124.05 $112 - $124
3.24K $382K
EPD
Enterprise Products Partners L.P.

Energy
28
+ 0.35%
$28.95 - $34.22 $811 - $958
7.92K $245K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.28%
$285.55 - $321.23 $1.43K - $1.61K
1.8K $526K
UNH
Unitedhealth Group Inc

Healthcare
257
+ 41.99%
$274.35 - $599.47 $70.5K - $154K
869 $271K
COP
Conocophillips

Energy
3
+ 0.05%
$82.66 - $106.1 $248 - $318
6.59K $591K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
500
+ 4.79%
$483.48 - $539.8 $242K - $270K
10.9K $5.32M
XOM
Exxon Mobil Corp

Energy
15
+ 0.08%
$99.93 - $119.04 $1.5K - $1.79K
18.2K $1.96M
HDV
Ishares Core High Dividend ETF

ETFs
671
+ 0.15%
$108.41 - $120.51 $72.7K - $80.9K
459K $53.7M
Activity Summary
Buys All Purchases 88 New Holdings 16 Increased Positions 72 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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