Lbmc Investment Advisors, LLC Incresed Positions in Q1 2025

Lbmc Investment Advisors, LLC

  • $1.26 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
408K
+ 95.27%
$23.33 - $23.71 $9.52M - $9.67M
836K $19.5M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
325K
+ 75.7%
$23.13 - $23.41 $7.53M - $7.62M
755K $17.5M
IBHG
Ishares Tr Ibonds 2027 Term Hi
317K
+ 58.6%
$22.21 - $22.56 $7.03M - $7.14M
857K $19.1M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
176K
+ 61.35%
$23.15 - $23.78 $4.08M - $4.19M
463K $10.8M
IEFA
Ishares Tr

ETFs
5.13K
+ 0.92%
$69.57 - $78.65 $357K - $404K
566K $43.2M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
85.6K
+ 36.43%
$25.08 - $25.39 $2.15M - $2.17M
321K $8.1M
HCA
Hca Healthcare, Inc.

Healthcare
1
+ 0.0%
$296.7 - $345.55 $297 - $346
45.1K $15.6M
IBMP
Ishares Tr Ibonds December 202

ETFs
74.9K
+ 25.18%
$25.1 - $25.34 $1.88M - $1.9M
372K $9.4M
VEA
Vanguard Ftse Developed Market

ETFs
1.7K
+ 0.43%
$47.4 - $52.99 $80.6K - $90.1K
400K $20.5M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
53.6K
+ 77.21%
$23.9 - $24.17 $1.28M - $1.29M
123K $2.97M
SO
Southern CO

Utilities
7.93K
+ 33.72%
$80.96 - $92.96 $642K - $737K
31.5K $2.89M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
245
+ 2.4%
$442.66 - $534.52 $108K - $131K
10.4K $5.48M
IBHE
Ishares Ibonds 2025 Term High

ETFs
29.6K
+ 13.55%
$23.16 - $23.32 $685K - $689K
248K $5.76M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
21K
+ 32.7%
$24.79 - $25.26 $522K - $532K
85.4K $2.16M
IDU
Ishares Tr U S Utils ETF

ETFs
191
+ 0.17%
$95.33 - $102.77 $18.2K - $19.6K
114K $11.4M
KO
Coca Cola CO

Consumer Defensive
1.49K
+ 3.87%
$60.81 - $72.32 $90.4K - $108K
39.9K $2.86M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
18.5K
+ 65.17%
N/A
46.8K $1.11M
VGT
Vanguard Information Technolog

ETFs
805
+ 145.57%
$543.24 - $646.34 $437K - $520K
1.36K $737K
JNJ
Johnson & Johnson

Healthcare
864
+ 12.77%
$142.06 - $167.7 $123K - $145K
7.63K $1.27M
V
Visa Inc.

Financial Services
320
+ 10.94%
$306.92 - $362.71 $98.2K - $116K
3.25K $1.14M
XOM
Exxon Mobil Corp

Energy
50
+ 0.28%
$105.44 - $118.93 $5.27K - $5.95K
18.2K $2.16M
GE
General Electric CO

Industrials
124
+ 2.71%
$168.59 - $212.13 $20.9K - $26.3K
4.69K $939K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
4.85K
+ 1.8%
$26.63 - $26.75 $129K - $130K
275K $7.34M
IBM
International Business Machines Corp

Technology
9
+ 0.17%
$217.4 - $264.74 $1.96K - $2.38K
5.33K $1.32M
CVX
Chevron Corp

Energy
141
+ 2.41%
$146.71 - $167.97 $20.7K - $23.7K
5.98K $1M
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.05%
$117.15 - $158.79 $234 - $318
3.81K $605K
SNOW
Snowflake Inc.

Technology
1.17K
+ 36.96%
$146.16 - $192.78 $171K - $225K
4.33K $632K
ABBV
Abb Vie Inc.

Healthcare
176
+ 6.08%
$169.2 - $216.66 $29.8K - $38.1K
3.07K $643K
META
Meta Platforms, Inc.

Communication Services
343
+ 6.11%
$576.74 - $736.67 $198K - $253K
5.96K $3.44M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.46K
+ 11.81%
$64.88 - $72.1 $224K - $249K
32.8K $2.14M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
787
+ 0.56%
$126.11 - $135.06 $99.2K - $106K
141K $17.9M
COP
Conocophillips

Energy
525
+ 8.66%
$88.6 - $105.85 $46.5K - $55.6K
6.59K $692K
TRUX
Truxton Corp

Financial Services
1.01K
+ 13.78%
$72.0 - $82.5 $72.7K - $83.3K
8.34K $617K
RTX
Raytheon Technologies Corp

Industrials
112
+ 3.03%
$114.1 - $135.66 $12.8K - $15.2K
3.81K $504K
ABT
Abbott Laboratories

Healthcare
115
+ 4.4%
$111.1 - $140.22 $12.8K - $16.1K
2.73K $361K
JPM
Jpmorgan Chase & CO

Financial Services
55
+ 0.82%
$225.19 - $279.95 $12.4K - $15.4K
6.78K $1.66M
EPD
Enterprise Products Partners L.P.

Energy
889
+ 12.69%
$31.75 - $34.14 $28.2K - $30.4K
7.9K $269K
DUK
Duke Energy Corp

Utilities
1
+ 0.03%
$105.87 - $121.97 $106 - $122
3.24K $395K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.11%
$279.74 - $321.29 $559 - $643
1.8K $561K
PNFP
Pinnacle Financial Partners Inc

Financial Services
1.57K
+ 10.08%
$99.42 - $126.15 $156K - $198K
17.1K $1.82M
PSX
Phillips 66

Energy
103
+ 4.32%
$113.93 - $131.55 $11.7K - $13.5K
2.49K $307K
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 - $22.24 $588 - $600
10.6K $234K
LUV
Southwest Airlines CO

Industrials
18
+ 0.28%
$28.18 - $34.84 $507 - $627
6.44K $216K
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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