Lbmc Investment Advisors, LLC Incresed Positions in Q2 2025

Lbmc Investment Advisors, LLC

  • $1.38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
338K
+ 40.4%
$22.36 - $23.73 $7.55M - $8.02M
1.17M $27.9M
IBHG
Ishares Tr Ibonds 2027 Term Hi
309K
+ 35.99%
$21.56 - $22.54 $6.65M - $6.95M
1.17M $26.3M
VEA
Vanguard Ftse Developed Market

ETFs
6.78K
+ 1.69%
$45.65 - $57.01 $309K - $386K
407K $23.2M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
99K
+ 13.11%
$22.57 - $23.23 $2.23M - $2.3M
854K $19.8M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
96.5K
+ 206.04%
N/A
143K $3.4M
IBDV
Ishares Tr

Technology
102K
+ 90.29%
$21.28 - $21.98 $2.16M - $2.23M
214K $4.71M
VTWO
Vanguard Russell 2000 ETF

ETFs
13.4K
+ 9.0%
$70.56 - $87.22 $946K - $1.17M
162K $14.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.7K
+ 7.48%
$90.56 - $109.49 $973K - $1.18M
154K $16.9M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
72.2K
+ 58.75%
$23.96 - $24.27 $1.73M - $1.75M
195K $4.74M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
68.3K
+ 79.95%
$24.94 - $25.42 $1.7M - $1.74M
154K $3.91M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.84K
+ 4.15%
$114.78 - $133.31 $670K - $779K
146K $19.5M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
55K
+ 17.16%
$24.88 - $25.41 $1.37M - $1.4M
376K $9.55M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
48.6K
+ 10.5%
$22.15 - $23.69 $1.08M - $1.15M
512K $12.1M
IBMP
Ishares Tr Ibonds December 202

ETFs
52.1K
+ 13.99%
$24.98 - $25.35 $1.3M - $1.32M
424K $10.8M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
50.1K
+ 35.17%
$22.7 - $23.33 $1.14M - $1.17M
193K $4.49M
IBMO
Ishares Tr Ibonds December 202

ETFs
45.4K
+ 12.4%
$25.32 - $25.63 $1.15M - $1.16M
412K $10.6M
VGT
Vanguard Information Technolog

ETFs
1.51K
+ 110.9%
$470.37 - $663.28 $708K - $999K
2.86K $1.9M
VO
Vanguard Mid Cap ETF

ETFs
37
+ 0.08%
$228.54 - $279.83 $8.46K - $10.4K
44.5K $12.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.4K
+ 11.81%
$32.66 - $40.75 $406K - $506K
118K $4.76M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.16K
+ 2.29%
$39.89 - $49.46 $126K - $156K
141K $6.98M
GOOG
Alphabet Inc.

Communication Services
309
+ 1.08%
$146.58 - $180.01 $45.3K - $55.6K
29K $5.14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
116
+ 1.88%
$416.06 - $551.64 $48.3K - $64K
6.3K $3.47M
SPYG
Spdr Portfolio

ETFs
23
+ 0.07%
$71.83 - $95.32 $1.65K - $2.19K
33.2K $3.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
16
+ 0.22%
$496.48 - $617.85 $7.94K - $9.89K
7.27K $4.49M
GE
General Electric CO

Industrials
1
+ 0.02%
$166.81 - $257.39 $167 - $257
4.7K $1.21M
IBM
International Business Machines Corp

Technology
9
+ 0.17%
$221.03 - $294.78 $1.99K - $2.65K
5.33K $1.57M
PNFP
Pinnacle Financial Partners Inc

Financial Services
1.01K
+ 5.86%
$87.19 - $111.51 $87.6K - $112K
18.1K $2M
ICF
Ishares Tr

ETFs
1.81K
+ 0.71%
$54.56 - $62.47 $98.8K - $113K
256K $15.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.17K
+ 37.09%
$34.72 - $42.74 $110K - $135K
11.7K $500K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
5.93K
+ 56.19%
$22.09 - $22.44 $131K - $133K
16.5K $368K
IJK
Ishares S&P Midcap 400 Growth

ETFs
6
+ 0.04%
$73.7 - $90.98 $442 - $546
14.5K $1.32M
IBHE
Ishares Ibonds 2025 Term High

ETFs
4.84K
+ 1.95%
$22.98 - $23.27 $111K - $113K
253K $5.87M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
62
+ 0.5%
$140.84 - $163.09 $8.73K - $10.1K
12.4K $2.02M
BAC
Bank Of America Corp

Financial Services
53
+ 0.3%
$34.39 - $47.46 $1.82K - $2.52K
17.4K $825K
BX
Blackstone Inc.

Financial Services
2
+ 0.02%
$120.07 - $151.11 $240 - $302
9.66K $1.45M
CSCO
Cisco Systems, Inc.

Technology
6
+ 0.05%
$53.19 - $69.38 $319 - $416
12.1K $841K
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
USB
Us Bancorp \De\

Financial Services
34
+ 0.43%
$36.4 - $45.76 $1.24K - $1.56K
7.98K $361K
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
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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