Lbmc Investment Advisors, LLC Reduced Holdings in Q3 2024

Lbmc Investment Advisors, LLC

  • $1.26 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-8.13K
- 7.56%
$25.97 - $26.11 $211K - $212K
99.4K $2.59M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-1.32K
- 9.75%
$144.27 - $157.55 $190K - $208K
12.2K $1.93M
EEM
Ishares Msci Emerging Markets

ETFs
-10.1K
- 8.22%
$40.42 - $46.7 $406K - $469K
112K $5.14M
CCL
Carnival Corp

Consumer Cyclical
-2K
- 15.74%
$14.01 - $19.18 $28K - $38.4K
10.7K $197K
F
Ford Motor CO

Consumer Cyclical
-366
- 2.74%
$9.71 - $14.55 $3.55K - $5.33K
13K $137K
IDV
Ishares Tr

ETFs
-2.73K
- 12.69%
$27.62 - $30.64 $75.5K - $83.8K
18.8K $568K
RTX
Raytheon Technologies Corp

Industrials
-998
- 19.78%
$99.55 - $123.34 $99.4K - $123K
4.05K $490K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-402
- 4.64%
$76.38 - $78.87 $30.7K - $31.7K
8.26K $649K
IEMG
Ishares Inc

ETFs
-412
- 0.3%
$53.64 - $53.64 $22.1K - $22.1K
136K $7.28M
T
At&T Inc.

Communication Services
-2K
- 14.71%
$18.21 - $22.28 $36.3K - $44.4K
11.6K $254K
PVCT
Provectus Biopharmaceuticals, Inc.

Healthcare
-2K
- 9.09%
$0.08 - $0.15 $160 - $300
20K $2K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-778
- 5.43%
$36.98 - $41.55 $28.8K - $32.3K
13.6K $557K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-260
- 8.94%
$125.95 - $142.04 $32.7K - $36.9K
2.65K $376K
PEP
Pepsico Inc

Consumer Defensive
-80
- 1.99%
$161.9 - $179.3 $13K - $14.3K
3.94K $669K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-144
- 1.42%
$46.9 - $51.96 $6.75K - $7.48K
9.97K $513K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-302
- 1.1%
$61.11 - $67.85 $18.5K - $20.5K
27.1K $1.84M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-12.2K
- 7.25%
$41.9 - $48.26 $513K - $591K
157K $7.49M
SPY
Spdr S&P 500 ETF Trust

ETFs
-125
- 1.61%
$517.38 - $573.86 $64.7K - $71.7K
7.62K $4.37M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.03K
- 1.88%
$33.74 - $37.96 $68.3K - $76.9K
106K $3.97M
AOR
Ishares Tr Core Growth Allocat

ETFs
-88
- 0.11%
$55.15 - $59.31 $4.85K - $5.22K
77.1K $4.57M
IBM
International Business Machines Corp

Technology
-128
- 2.36%
$175.1 - $223.38 $22.4K - $28.6K
5.31K $1.17M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-351
- 0.41%
$57.32 - $62.65 $20.1K - $22K
85.9K $5.35M
META
Meta Platforms, Inc.

Communication Services
-32
- 0.56%
$453.41 - $572.44 $14.5K - $18.3K
5.67K $3.24M
IVW
Ishares S&P 500 Growth ETF

ETFs
-241
- 0.17%
$84.77 - $97.13 $20.4K - $23.4K
142K $13.6M
AOA
Ishares Tr Core Aggressive All

ETFs
-704
- 0.5%
$72.11 - $79.05 $50.8K - $55.7K
139K $11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-245
- 0.9%
$475.2 - $527.7 $116K - $129K
26.9K $14.2M
ICF
Ishares Tr

ETFs
-31.7K
- 9.97%
$56.77 - $67.33 $1.8M - $2.13M
286K $18.8M
VEA
Vanguard Ftse Developed Market

ETFs
-15K
- 3.36%
$47.6 - $53.31 $712K - $797K
430K $22.7M
VO
Vanguard Mid Cap ETF

ETFs
-956
- 2.09%
$237.84 - $263.83 $227K - $252K
44.7K $11.8M
IVE
Ishares S&P 500 Value ETF

ETFs
-35
- 0.07%
$181.06 - $197.17 $6.34K - $6.9K
50.6K $9.97M
AAPL
Apple Inc.

Technology
-556
- 0.88%
$207.23 - $234.82 $115K - $131K
62.5K $14.5M
IDU
Ishares Tr U S Utils ETF

ETFs
-2.22K
- 1.88%
$87.2 - $102.21 $194K - $227K
116K $11.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-9.32K
- 1.8%
$75.32 - $84.37 $702K - $786K
508K $42.5M
DVY
Ishares Tr

ETFs
-561
- 0.24%
$119.99 - $135.74 $67.3K - $76.2K
233K $31.4M
HCA
Hca Healthcare, Inc.

Healthcare
-499
- 1.07%
$315.12 - $406.43 $157K - $203K
46.1K $18.7M
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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