Lbmc Investment Advisors, LLC Reduced Holdings in Q1 2025

Lbmc Investment Advisors, LLC

  • $1.26 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-5.11K
- 1.15%
$554.06 - $615.85 $2.83M - $3.15M
438K $244M
IWM
Ishares Russell 2000 ETF

ETFs
-4.69K
- 0.66%
$198.1 - $229.79 $928K - $1.08M
710K $142M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-11.8K
- 0.88%
$169.43 - $182.84 $2M - $2.16M
1.33M $229M
AON
Aon PLC

Financial Services
-11.4K
- 54.74%
$348.44 - $409.32 $3.96M - $4.65M
9.39K $3.75M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-10.3K
- 6.67%
$102.49 - $119.96 $1.05M - $1.23M
144K $14.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
-8.13K
- 5.75%
$92.45 - $106.69 $752K - $868K
133K $12.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-523
- 1.98%
$507.05 - $563.67 $265K - $295K
25.9K $13.2M
ICF
Ishares Tr

ETFs
-19K
- 6.95%
$57.98 - $63.8 $1.1M - $1.21M
254K $15.5M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.69K
- 5.31%
$185.78 - $198.58 $499K - $534K
47.9K $9.05M
AOS
Smith A O Corp

Industrials
-5.69K
- 9.7%
$65.16 - $72.69 $370K - $413K
52.9K $3.46M
SPY
Spdr S&P 500 ETF Trust

ETFs
-392
- 5.12%
$551.42 - $612.93 $216K - $240K
7.26K $4.06M
VO
Vanguard Mid Cap ETF

ETFs
-91
- 0.2%
$251.87 - $277.95 $22.9K - $25.3K
44.4K $11.4M
MU
Micron Technology Inc

Technology
-3.54K
- 52.19%
$86.89 - $109.38 $308K - $388K
3.25K $282K
TSLA
Tesla, Inc.

Consumer Cyclical
-38
- 2.08%
$222.15 - $428.22 $8.44K - $16.3K
1.79K $463K
IEMG
Ishares Inc

ETFs
-4.9K
- 3.95%
N/A
119K $6.4M
CRM
Salesforce, Inc.

Technology
-500
- 31.93%
$268.36 - $359.95 $134K - $180K
1.07K $286K
BAC
Bank Of America Corp

Financial Services
-3.99K
- 18.66%
$39.61 - $47.74 $158K - $190K
17.4K $725K
FNDA
Schwab Fundamental U S Small C

ETFs
-4.8K
- 18.0%
$26.87 - $30.99 $129K - $149K
21.9K $597K
AOA
Ishares Tr Core Aggressive All

ETFs
-1.73K
- 1.26%
$75.7 - $80.01 $131K - $138K
136K $10.4M
FNDX
Schwab Fundamental U S Large C

ETFs
-5.7K
- 8.31%
$23.03 - $25.01 $131K - $143K
62.9K $1.47M
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.41K
- 3.12%
$56.63 - $59.39 $137K - $143K
75K $4.31M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-380
- 0.47%
$21.75 - $24.28 $8.27K - $9.23K
81K $1.78M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-13
- 0.63%
$360.07 - $417.26 $4.68K - $5.42K
2.04K $734K
BA
Boeing CO

Industrials
-139
- 2.86%
$148.15 - $186.25 $20.6K - $25.9K
4.72K $804K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-185
- 0.93%
$23.16 - $27.04 $4.28K - $5K
19.8K $464K
EEM
Ishares Msci Emerging Markets

ETFs
-6.01K
- 5.5%
$40.81 - $45.34 $245K - $272K
103K $4.51M
TFC
Truist Financial Corp

Financial Services
-317
- 3.77%
$39.48 - $48.15 $12.5K - $15.3K
8.1K $333K
DVY
Ishares Tr

ETFs
-2.7K
- 1.15%
$128.58 - $138.1 $347K - $372K
231K $30.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-274
- 3.57%
$76.94 - $78.28 $21.1K - $21.4K
7.4K $578K
VIG
Vanguard Dividend Appreciation

ETFs
-49
- 1.34%
N/A
3.62K $659K
SMBK
Smartfinancial Inc.

Financial Services
-433
- 0.98%
$29.39 - $36.82 $12.7K - $15.9K
43.9K $1.37M
Novo Nordisk A/S B
-2.96K
- 28.99%
N/A
7.25K $0
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-149
- 2.2%
$44.68 - $46.49 $6.66K - $6.93K
6.61K $306K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-132
- 1.42%
$24.05 - $24.86 $3.17K - $3.28K
9.19K $227K
IIIV
I3 Verticals, Inc.

Technology
-250
- 2.34%
$23.2 - $29.67 $5.8K - $7.42K
10.5K $256K
IDV
Ishares Tr

ETFs
-1.58K
- 8.35%
$27.0 - $31.7 $42.7K - $50.1K
17.3K $541K
CSCO
Cisco Systems, Inc.

Technology
-36
- 0.3%
$58.74 - $64.87 $2.11K - $2.34K
12.1K $748K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-182
- 0.68%
$18.36 - $20.51 $3.34K - $3.73K
26.5K $528K
BMY
Bristol Myers Squibb CO

Healthcare
-5
- 0.06%
$53.9 - $63.11 $270 - $316
7.88K $480K
T
At&T Inc.

Communication Services
-861
- 7.31%
$21.56 - $28.28 $18.6K - $24.3K
10.9K $308K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.82K
- 2.0%
$42.5 - $46.71 $120K - $132K
138K $6.25M
VNQ
Vanguard Specialized Funds Van

ETFs
-56
- 0.06%
$85.55 - $94.34 $4.79K - $5.28K
93.4K $8.38M
FNDF
Schwab Fundamental Intl Large

ETFs
-170
- 0.86%
$32.9 - $37.45 $5.59K - $6.37K
19.7K $717K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.07K
- 1.93%
$33.84 - $37.77 $69.9K - $78K
105K $3.86M
AFL
Aflac Inc

Financial Services
-250
- 0.47%
$100.99 - $111.19 $25.2K - $27.8K
52.7K $5.85M
HDV
Ishares Core High Dividend ETF

ETFs
-6.36K
- 1.37%
$110.86 - $121.12 $705K - $770K
458K $54.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.47K
- 0.69%
$74.85 - $84.89 $260K - $294K
501K $41.3M
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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