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