Lbmc Investment Advisors, LLC Portfolio Holdings

Lbmc Investment Advisors, LLC

  • $1.38 Billion
  • Q2 2025

Lbmc Investment Advisors, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.38 Billion distributed in 214 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $271M, Invesco S&P 500 Equal Weight E with a value of $242M, Ishares Russell 2000 ETF with a value of $151M, Ishares Core High Dividend ETF with a value of $53.7M, and Ishares Tr with a value of $47.2M.

Examining the 13F form we can see an increase of $118M in the current position value, from $1.26B to 1.38B.

Below you can find more details about Lbmc Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.38 Billion
ETFs: $1.21 Billion
Technology: $33.4 Million
Financial Services: $30.4 Million
Healthcare: $23.3 Million
Communication Services: $14.1 Million
Consumer Cyclical: $12 Million
Industrials: $11 Million
Consumer Defensive: $6.39 Million
Other: $8.91 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$104B
$17.3 Million 1.25% of portfolio
45,138
Q2 2025 Added 0.0%
$3.38T
$13.2 Million 0.96% of portfolio
64,302
Q2 2025 Reduced 0.71%
$3.81T
$7.75 Million 0.56% of portfolio
15,574
Q2 2025 Reduced 2.71%
$2.28T
$7.03 Million 0.51% of portfolio
32,045
Q2 2025 Reduced 0.46%
$64.1B
$5.55 Million 0.4% of portfolio
52,655
Q1 2025 Reduced 0.47%
$631B
$5.32 Million 0.39% of portfolio
10,946
Q2 2025 Added 4.79%
$1.12T
$5.14 Million 0.37% of portfolio
28,961
Q2 2025 Added 1.08%
$1.62T
$4.4 Million 0.32% of portfolio
5,957
Q1 2025 Added 6.11%
$8.98B
$3.47 Million 0.25% of portfolio
52,918
Q1 2025 Reduced 9.7%
$73.4B
$3.35 Million 0.24% of portfolio
9,391
Q1 2025 Reduced 54.74%
$305B
$2.75 Million 0.2% of portfolio
38,897
Q2 2025 Reduced 2.49%
$368B
$2.82 Million 0.2% of portfolio
7,698
Q2 2025 Added 0.04%
$102B
$2.69 Million 0.19% of portfolio
29,269
Q2 2025 Reduced 6.97%
$1.07T
$2.41 Million 0.18% of portfolio
13,690
Q2 2025 Reduced 1.67%
$978M
$2.24 Million 0.16% of portfolio
61,116
Q4 2021 Added 8,757.39%
$9.08B
$2 Million 0.15% of portfolio
18,146
Q2 2025 Added 5.86%
$850B
$1.97 Million 0.14% of portfolio
6,781
Q1 2025 Added 0.82%
$465B
$1.96 Million 0.14% of portfolio
18,172
Q2 2025 Added 0.08%
$671B
$1.59 Million 0.12% of portfolio
7,263
Q4 2024 Reduced 0.07%
$223B
$1.58 Million 0.11% of portfolio
12,772
Q1 2025 Added 0.01%
$422B
$1.47 Million 0.11% of portfolio
1,481
Q4 2024 Reduced 9.2%
$609M
$1.48 Million 0.11% of portfolio
43,865
Q1 2025 Reduced 0.98%
$253B
$1.57 Million 0.11% of portfolio
5,334
Q2 2025 Added 0.17%
$122B
$1.45 Million 0.1% of portfolio
9,661
Q2 2025 Added 0.02%
$724B
$1.4 Million 0.1% of portfolio
1,800
Q4 2022 Reduced 2.86%
$284B
$1.21 Million 0.09% of portfolio
4,695
Q2 2025 Added 0.02%
$426B
$1.1 Million 0.08% of portfolio
7,171
Q2 2025 Reduced 6.02%
$572B
$1.15 Million 0.08% of portfolio
3,245
Q1 2025 Added 10.94%
$151B
$1.03 Million 0.07% of portfolio
8,950
Q2 2024 New
$258B
$902,000 0.07% of portfolio
9,234
Q2 2025 Added 0.01%
$530B
$975,000 0.07% of portfolio
1,736
Q4 2023 Reduced 1.25%
$67.7B
$968,000 0.07% of portfolio
4,328
Q1 2025 Added 36.96%
$138B
$987,000 0.07% of portfolio
4,715
Q1 2025 Reduced 2.86%
$296B
$856,000 0.06% of portfolio
5,983
Q1 2025 Added 2.41%
$280B
$841,000 0.06% of portfolio
12,132
Q2 2025 Added 0.05%
$259B
$807,000 0.06% of portfolio
5,691
Q3 2024 Added 37.6%
$377B
$825,000 0.06% of portfolio
17,446
Q2 2025 Added 0.3%
$232M
$667,000 0.05% of portfolio
8,339
Q1 2025 Added 13.78%
$207B
$695,000 0.05% of portfolio
8,786
Q4 2024 Reduced 1.13%
$221B
$526,000 0.04% of portfolio
1,801
Q2 2025 Added 0.28%
$15B
$524,000 0.04% of portfolio
2,500
Q4 2021 Reduced 79.49%
$1.01T
$564,000 0.04% of portfolio
1,778
Q2 2025 Reduced 0.61%
$200B
$513,000 0.04% of portfolio
3,892
Q2 2025 Reduced 1.72%
$118B
$591,000 0.04% of portfolio
6,593
Q2 2025 Added 0.05%
$79.2B
$615,000 0.04% of portfolio
3,302
Q1 2024 Added 83.24%
$90.1B
$555,000 0.04% of portfolio
1,083
Q2 2024 Reduced 19.42%
$223B
$556,000 0.04% of portfolio
3,813
Q2 2025 Added 0.05%
$338B
$570,000 0.04% of portfolio
3,072
Q1 2025 Added 6.08%
$303B
$571,000 0.04% of portfolio
7,131
Q2 2025 Added 4.91%

Summary

  • Portfolio
  • No. of Stocks 214
  • Current Value $1.38 Billion
  • Prior Value $1.26 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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