Lbmc Investment Advisors, LLC Incresed Positions in Q3 2024

Lbmc Investment Advisors, LLC

  • $1.26 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.66K
+ 0.35%
$162.83 - $179.16 $759K - $835K
1.34M $240M
IWM
Ishares Russell 2000 ETF

ETFs
12.5K
+ 1.8%
$200.87 - $224.6 $2.51M - $2.81M
709K $157M
IVV
Ishares Core S&P 500 ETF

ETFs
1.23K
+ 0.27%
$520.18 - $576.82 $637K - $707K
447K $258M
IEFA
Ishares Tr

ETFs
24.6K
+ 4.57%
$70.09 - $78.74 $1.72M - $1.94M
564K $44M
HDV
Ishares Core High Dividend ETF

ETFs
69
+ 0.01%
$107.62 - $118.76 $7.43K - $8.19K
465K $54.7M
IBHG
Ishares Tr Ibonds 2027 Term Hi
152K
+ 77.93%
$21.89 - $22.6 $3.33M - $3.44M
347K $7.85M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
129K
+ 105.46%
$22.96 - $23.97 $2.96M - $3.09M
251K $5.97M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
12.9K
+ 10.93%
$117.9 - $128.2 $1.52M - $1.66M
131K $16.8M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
71.3K
+ 49.23%
$24.91 - $25.63 $1.78M - $1.83M
216K $5.54M
IBMP
Ishares Tr Ibonds December 202

ETFs
70.7K
+ 34.77%
$24.92 - $25.47 $1.76M - $1.8M
274K $6.97M
IBMO
Ishares Tr Ibonds December 202

ETFs
57.9K
+ 22.45%
$25.26 - $25.66 $1.46M - $1.49M
316K $8.11M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
48.2K
+ 22.86%
$26.42 - $26.67 $1.27M - $1.29M
259K $6.91M
VNQ
Vanguard Specialized Funds Van

ETFs
495
+ 0.57%
$82.97 - $98.97 $41.1K - $49K
86.7K $8.45M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
44.8K
+ 26.76%
$22.76 - $23.41 $1.02M - $1.05M
212K $4.97M
VTWO
Vanguard Russell 2000 ETF

ETFs
417
+ 0.29%
$81.17 - $90.77 $33.8K - $37.9K
146K $13.1M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
37.9K
+ 46.89%
$22.97 - $23.99 $871K - $910K
119K $2.84M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.1K
+ 70.75%
$60.84 - $67.51 $675K - $749K
26.8K $1.81M
IBHE
Ishares Ibonds 2025 Term High

ETFs
33.1K
+ 23.01%
$23.03 - $23.3 $763K - $772K
177K $4.12M
HD
Home Depot, Inc.

Consumer Cyclical
218
+ 2.93%
$333.64 - $405.2 $72.7K - $88.3K
7.65K $3.1M
MU
Micron Technology Inc

Technology
5.53K
+ 170.36%
$86.27 - $136.82 $477K - $757K
8.78K $910K
AOS
Smith A O Corp

Industrials
23
+ 0.04%
$76.95 - $91.98 $1.77K - $2.12K
59K $5.3M
KO
Coca Cola CO

Consumer Defensive
8
+ 0.02%
$62.69 - $73.01 $502 - $584
38.4K $2.76M
QQQ
Invesco Qqq Trust, Series 1

ETFs
515
+ 8.26%
$434.77 - $502.96 $224K - $259K
6.75K $3.29M
VTI
Vanguard Total Stock Market Et

ETFs
953
+ 48.3%
$255.18 - $283.2 $243K - $270K
2.93K $828K
SO
Southern CO

Utilities
3
+ 0.01%
$77.0 - $90.52 $231 - $272
23.5K $2.12M
BX
Blackstone Inc.

Financial Services
2
+ 0.02%
$120.77 - $159.66 $242 - $319
9.66K $1.48M
PNFP
Pinnacle Financial Partners Inc

Financial Services
4
+ 0.03%
$76.97 - $100.56 $308 - $402
15.6K $1.53M
AMD
Advanced Micro Devices Inc

Technology
1.56K
+ 37.6%
$128.67 - $183.96 $200K - $286K
5.69K $933K
VIG
Vanguard Dividend Appreciation

ETFs
1.08K
+ 41.3%
$182.15 - $182.15 $196K - $196K
3.68K $669K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
359
+ 38.4%
$386.81 - $423.12 $139K - $152K
1.29K $547K
MCD
Mcdonalds Corp

Consumer Cyclical
336
+ 23.12%
$245.82 - $304.51 $82.6K - $102K
1.79K $544K
VT
Vanguard Total World Stk Index

ETFs
120
+ 0.75%
$107.72 - $119.96 $12.9K - $14.4K
16.2K $1.94M
WMT
Walmart Inc.

Consumer Defensive
171
+ 2.06%
$66.91 - $81.4 $11.4K - $13.9K
8.48K $685K
FNDX
Schwab Fundamental U S Large C

ETFs
2
+ 0.01%
$65.36 - $71.76 $131 - $144
22.9K $1.64M
SPYG
Spdr Portfolio

ETFs
30
+ 0.09%
$73.38 - $84.1 $2.2K - $2.52K
33.1K $2.75M
JNJ
Johnson & Johnson

Healthcare
2
+ 0.03%
$145.48 - $167.38 $291 - $335
5.86K $948K
NVDA
Nvidia Corp

Technology
885
+ 8.65%
$98.91 - $134.91 $87.5K - $119K
11.1K $1.35M
BMY
Bristol Myers Squibb CO

Healthcare
6
+ 0.08%
$39.66 - $51.75 $238 - $311
8K $414K
PM
Philip Morris International Inc.

Consumer Defensive
23
+ 0.61%
$101.25 - $127.45 $2.33K - $2.93K
3.81K $462K
CSCO
Cisco Systems, Inc.

Technology
7
+ 0.06%
$44.74 - $53.22 $313 - $373
11.7K $620K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
46
+ 0.17%
$38.51 - $41.69 $1.77K - $1.92K
26.4K $1.1M
RF
Regions Financial Corp

Financial Services
201
+ 1.11%
$19.51 - $23.42 $3.92K - $4.71K
18.3K $427K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
67
+ 0.51%
$48.51 - $52.86 $3.25K - $3.54K
13.3K $702K
IJK
Ishares S&P Midcap 400 Growth

ETFs
10
+ 0.07%
$84.81 - $93.54 $848 - $935
14.5K $1.33M
USB
Us Bancorp \De\

Financial Services
29
+ 0.37%
$39.04 - $47.23 $1.13K - $1.37K
7.9K $361K
DUK
Duke Energy Corp

Utilities
1
+ 0.03%
$99.35 - $117.71 $99.4 - $118
3.24K $373K
XOM
Exxon Mobil Corp

Energy
46
+ 0.22%
$109.72 - $119.0 $5.05K - $5.47K
20.6K $2.42M
IWR
Ishares Russell Mid Cap ETF

ETFs
261
+ 7.8%
$79.92 - $88.19 $20.9K - $23K
3.61K $318K
DFAT
Dimensional ETF Tr U S Target

ETFs
17
+ 0.2%
$51.0 - $57.07 $867 - $970
8.49K $472K
Activity Summary
Buys All Purchases 76 New Holdings 11 Increased Positions 65 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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