Lbmc Investment Advisors, LLC Reduced Holdings in Q4 2024

Lbmc Investment Advisors, LLC

  • $1.26 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HCA
Hca Healthcare, Inc.

Healthcare
-998
- 2.16%
$297.52 - $415.61 $297K - $415K
45.1K $13.5M
IEFA
Ishares Tr

ETFs
-2.86K
- 0.51%
$70.06 - $77.43 $200K - $222K
561K $39.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.23K
- 0.83%
$75.1 - $82.99 $318K - $351K
504K $38.1M
VEA
Vanguard Ftse Developed Market

ETFs
-31.8K
- 7.4%
$47.57 - $52.44 $1.51M - $1.67M
398K $19M
HDV
Ishares Core High Dividend ETF

ETFs
-655
- 0.14%
$110.82 - $121.28 $72.6K - $79.4K
464K $52.1M
ICF
Ishares Tr

ETFs
-12.6K
- 4.42%
$58.8 - $66.61 $743K - $842K
273K $16.5M
AOS
Smith A O Corp

Industrials
-374
- 0.63%
$68.02 - $88.94 $25.4K - $33.3K
58.6K $4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-15.9K
- 10.16%
$44.04 - $49.49 $701K - $788K
141K $6.2M
IDU
Ishares Tr U S Utils ETF

ETFs
-2.39K
- 2.06%
$94.65 - $105.73 $227K - $253K
114K $10.9M
IEMG
Ishares Inc

ETFs
-11.6K
- 8.55%
N/A
124K $6.66M
XOM
Exxon Mobil Corp

Energy
-2.5K
- 12.14%
$105.51 - $125.37 $264K - $314K
18.1K $1.95M
AOA
Ishares Tr Core Aggressive All

ETFs
-1.59K
- 1.14%
$76.61 - $79.88 $122K - $127K
138K $10.5M
MU
Micron Technology Inc

Technology
-1.99K
- 22.63%
$84.16 - $113.41 $167K - $225K
6.79K $571K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-274
- 0.18%
$113.92 - $127.38 $31.2K - $34.9K
154K $17.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-665
- 9.85%
$481.22 - $538.17 $320K - $358K
6.08K $3.11M
MRK
Merck & Co., Inc.

Healthcare
-100
- 1.13%
$96.31 - $114.76 $9.63K - $11.5K
8.79K $874K
COST
Costco Wholesale Corp

Consumer Defensive
-150
- 9.2%
$873.59 - $994.69 $131K - $149K
1.48K $1.36M
UNH
Unitedhealth Group Inc

Healthcare
-35
- 5.41%
$485.52 - $625.25 $17K - $21.9K
612 $309K
RTX
Raytheon Technologies Corp

Industrials
-348
- 8.6%
$114.45 - $127.21 $39.8K - $44.3K
3.7K $428K
PFF
Ishares Trust Ishares Pfd And

ETFs
-565
- 2.41%
$31.23 - $33.51 $17.6K - $18.9K
22.9K $720K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-584
- 7.07%
$77.02 - $78.58 $45K - $45.9K
7.67K $592K
VO
Vanguard Mid Cap ETF

ETFs
-209
- 0.47%
$261.5 - $284.63 $54.7K - $59.5K
44.5K $11.8M
VT
Vanguard Total World Stk Index

ETFs
-25
- 0.15%
$117.09 - $123.07 $2.93K - $3.08K
16.2K $1.9M
ORCL
Oracle Corp

Technology
-5
- 0.07%
$165.41 - $192.43 $827 - $962
7.26K $1.21M
VIG
Vanguard Dividend Appreciation

ETFs
-8
- 0.22%
N/A
3.67K $668K
NESN.SW
Nestlé S.A.

Consumer Defensive
-173
- 2.13%
N/A
7.95K $0
VTI
Vanguard Total Stock Market Et

ETFs
-34
- 1.16%
$280.04 - $302.45 $9.52K - $10.3K
2.89K $838K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-521
- 1.93%
$521.84 - $558.82 $272K - $291K
26.4K $14.2M
BMY
Bristol Myers Squibb CO

Healthcare
-119
- 1.49%
$51.92 - $59.94 $6.18K - $7.13K
7.89K $445K
SQ
Block, Inc.

Technology
-500
- 11.01%
$65.06 - $98.92 $32.5K - $49.5K
4.04K $343K
GM
General Motors CO

Consumer Cyclical
-10
- 0.16%
$44.82 - $60.2 $448 - $602
6.4K $341K
META
Meta Platforms, Inc.

Communication Services
-53
- 0.94%
$554.08 - $632.68 $29.4K - $33.5K
5.61K $3.31M
CRM
Salesforce, Inc.

Technology
-80
- 4.86%
$270.87 - $367.87 $21.7K - $29.4K
1.57K $523K
BAC
Bank Of America Corp

Financial Services
-205
- 0.95%
$39.22 - $47.77 $8.04K - $9.79K
21.4K $939K
JPM
Jpmorgan Chase & CO

Financial Services
-375
- 5.28%
$205.18 - $250.29 $76.9K - $93.9K
6.73K $1.61M
TSLA
Tesla, Inc.

Consumer Cyclical
-162
- 8.14%
$213.65 - $479.86 $34.6K - $77.7K
1.83K $737K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.17K
- 0.82%
$94.43 - $105.47 $111K - $124K
141K $14.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.6K
- 4.8%
$180.88 - $232.93 $289K - $372K
31.7K $6.95M
AAPL
Apple Inc.

Technology
-809
- 1.3%
$221.69 - $259.02 $179K - $210K
61.6K $15.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-4.13K
- 0.92%
$570.51 - $610.59 $2.35M - $2.52M
443K $261M
Activity Summary
Buys All Purchases 94 New Holdings 17 Increased Positions 77 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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