Lbmc Investment Advisors, LLC Sells in Q2 2025

Lbmc Investment Advisors, LLC

  • $1.38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-463
- 0.71%
$172.42 - $223.89 $79.8K - $104K
64.3K $13.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-11.7K
- 35.81%
$58.41 - $72.69 $685K - $853K
21K $1.53M
IVE
Ishares S&P 500 Value ETF

ETFs
-3.52K
- 7.35%
$168.34 - $195.42 $593K - $688K
44.4K $8.68M
IEMG
Ishares Inc

ETFs
-6.58K
- 5.51%
N/A
113K $6.04M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.13K
- 3.35%
$79.79 - $91.42 $250K - $286K
90.2K $8.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-10.5K
- 12.32%
$51.16 - $62.02 $535K - $649K
74.5K $4.62M
PM
Philip Morris International Inc.

Consumer Defensive
-1.67K
- 43.89%
$149.23 - $184.95 $250K - $309K
2.14K $389K
PFF
Ishares Trust Ishares Pfd And

ETFs
-6.83K
- 29.8%
$29.0 - $30.68 $198K - $210K
16.1K $493K
SO
Southern CO

Utilities
-2.19K
- 6.97%
$84.91 - $92.56 $186K - $203K
29.3K $2.69M
JNJ
Johnson & Johnson

Healthcare
-459
- 6.02%
$146.36 - $159.82 $67.2K - $73.4K
7.17K $1.1M
KO
Coca Cola CO

Consumer Defensive
-993
- 2.49%
$68.37 - $73.9 $67.9K - $73.4K
38.9K $2.75M
PEP
Pepsico Inc

Consumer Defensive
-68
- 1.72%
$128.02 - $151.37 $8.71K - $10.3K
3.89K $513K
ALGN
Align Technology Inc

Healthcare
-500
- 20.0%
$144.32 - $190.42 $72.2K - $95.2K
2K $378K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.19K
- 4.48%
$36.25 - $42.28 $43.1K - $50.2K
25.3K $1.07M
Ge Vernova LLC Com
-1
- 0.09%
N/A
1.17K $0
F
Ford Motor CO

Consumer Cyclical
-428
- 3.12%
$8.69 - $10.85 $3.72K - $4.64K
13.3K $144K
TSLA
Tesla, Inc.

Consumer Cyclical
-11
- 0.61%
$221.86 - $362.89 $2.44K - $3.99K
1.78K $564K
VT
Vanguard Total World Stk Index

ETFs
-475
- 2.87%
$103.16 - $128.52 $49K - $61K
16.1K $2.07M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.61K
- 1.98%
$19.6 - $24.44 $31.5K - $39.3K
79.4K $1.94M
AOR
Ishares Tr Core Growth Allocat

ETFs
-852
- 1.14%
$53.36 - $61.57 $45.5K - $52.5K
74.1K $4.56M
GOOGL
Alphabet Inc.

Communication Services
-232
- 1.67%
$144.7 - $178.6 $33.6K - $41.4K
13.7K $2.41M
EEM
Ishares Msci Emerging Markets

ETFs
-1.97K
- 1.91%
$38.52 - $48.28 $75.8K - $95.1K
101K $4.88M
IDU
Ishares Tr U S Utils ETF

ETFs
-983
- 0.86%
$93.98 - $106.11 $92.4K - $104K
113K $11.8M
NVDA
Nvidia Corp

Technology
-232
- 1.79%
$94.31 - $157.99 $21.9K - $36.7K
12.7K $2.01M
AOA
Ishares Tr Core Aggressive All

ETFs
-1.1K
- 0.81%
$69.46 - $83.4 $76.5K - $91.9K
135K $11.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-148
- 0.46%
$167.32 - $223.3 $24.8K - $33K
32K $7.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-88
- 0.34%
$456.74 - $568.03 $40.2K - $50K
25.8K $14.7M
MSFT
Microsoft Corp

Technology
-433
- 2.71%
$354.56 - $497.45 $154K - $215K
15.6K $7.75M
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.74K
- 3.56%
$82.96 - $110.1 $393K - $522K
128K $14.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.75K
- 0.95%
$72.96 - $90.39 $346K - $429K
496K $44.3M
IEFA
Ishares Tr

ETFs
-751
- 0.13%
$67.83 - $84.09 $50.9K - $63.2K
565K $47.2M
IWM
Ishares Russell 2000 ETF

ETFs
-8.69K
- 1.22%
$174.82 - $215.79 $1.52M - $1.88M
701K $151M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.14K
- 0.09%
$152.93 - $181.74 $175K - $208K
1.33M $242M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.62K
- 0.37%
$498.8 - $620.9 $807K - $1M
436K $271M
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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