Lbmc Investment Advisors, LLC Portfolio Holdings

Lbmc Investment Advisors, LLC

$1.26 Billion
Q1 2025

Lbmc Investment Advisors, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.26 Billion distributed in 201 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 $244M, Invesco S&P 500 Equal Weight E with a value of $229M, Ishares Russell 2000 ETF with a value of $142M, Ishares Core High Dividend ETF with a value of $54.7M, and Ishares Tr with a value of $43.2M.

Examining the 13F form we can see an decrease of $452K in the current position value, from $1.26B to 1.26B.

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

Portfolio value $1.26 Billion

ETFs: $1.11 Billion

Technology: $29.8 Million

Financial Services: $29.7 Million

Healthcare: $22.3 Million

Communication Services: $11.9 Million

Consumer Cyclical: $11.2 Million

Industrials: $9.94 Million

Consumer Defensive: $6.66 Million

Other: $9.38 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$244 Million 19.38% of portfolio	437,632	Q1 2025 Reduced 1.15%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$229 Million 18.14% of portfolio	1,330,882	Q1 2025 Reduced 0.88%
IWM Ishares Russell 2000 ETF ETFs	$0	$142 Million 11.29% of portfolio	710,187	Q1 2025 Reduced 0.66%
HDV Ishares Core High Dividend ETF ETFs	$0	$54.7 Million 4.34% of portfolio	457,980	Q1 2025 Reduced 1.37%
IEFA Ishares Tr ETFs	$0	$43.2 Million 3.43% of portfolio	565,881	Q1 2025 Added 0.92%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$41.3 Million 3.28% of portfolio	500,675	Q1 2025 Reduced 0.69%
DVY Ishares Tr ETFs	$0	$30.7 Million 2.43% of portfolio	231,157	Q1 2025 Reduced 1.15%
VEA Vanguard Ftse Developed Market ETFs	$0	$20.5 Million 1.63% of portfolio	399,918	Q1 2025 Added 0.43%
IBHH Ishares Tr Ibonds 2028 Term Hi ETFs	$0	$19.5 Million 1.55% of portfolio	836,135	Q1 2025 Added 95.27%
IBHG Ishares Tr Ibonds 2027 Term Hi	$0	$19.1 Million 1.52% of portfolio	857,119	Q1 2025 Added 58.6%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$17.9 Million 1.42% of portfolio	140,619	Q1 2025 Added 0.56%
IBHF Ishares Tr Ibonds 2026 Term Hi ETFs	$0	$17.5 Million 1.39% of portfolio	755,309	Q1 2025 Added 75.7%
ICF Ishares Tr ETFs	$0	$15.5 Million 1.23% of portfolio	254,275	Q1 2025 Reduced 6.95%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$14.9 Million 1.18% of portfolio	143,551	Q1 2025 Reduced 6.67%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$13.2 Million 1.05% of portfolio	25,898	Q1 2025 Reduced 1.98%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$12.3 Million 0.98% of portfolio	133,175	Q1 2025 Reduced 5.75%
VTWO Vanguard Russell 2000 ETF ETFs	$0	$12.1 Million 0.96% of portfolio	148,965	Q1 2025 Added 0.03%
IDU Ishares Tr U S Utils ETF ETFs	$0	$11.4 Million 0.91% of portfolio	113,827	Q1 2025 Added 0.17%
VO Vanguard Mid Cap ETF ETFs	$0	$11.4 Million 0.91% of portfolio	44,433	Q1 2025 Reduced 0.2%
IBHI Ishares Tr Ibonds 2029 Term Hi ETFs	$0	$10.8 Million 0.85% of portfolio	463,248	Q1 2025 Added 61.35%
AOA Ishares Tr Core Aggressive All ETFs	$0	$10.4 Million 0.82% of portfolio	135,926	Q1 2025 Reduced 1.26%
IBMP Ishares Tr Ibonds December 202 ETFs	$0	$9.4 Million 0.75% of portfolio	372,141	Q1 2025 Added 25.18%
IBMO Ishares Tr Ibonds December 202 ETFs	$0	$9.37 Million 0.74% of portfolio	366,493	Q1 2025 Added 11.13%
IVE Ishares S&P 500 Value ETF ETFs	$0	$9.05 Million 0.72% of portfolio	47,934	Q1 2025 Reduced 5.31%
VNQ Vanguard Specialized Funds Van ETFs	$0	$8.38 Million 0.66% of portfolio	93,371	Q1 2025 Reduced 0.06%
IBMQ Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$8.1 Million 0.64% of portfolio	320,704	Q1 2025 Added 36.43%
IBMN Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$7.34 Million 0.58% of portfolio	274,556	Q1 2025 Added 1.8%
IEMG Ishares Inc ETFs	$0	$6.4 Million 0.51% of portfolio	119,268	Q1 2025 Reduced 3.95%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$6.25 Million 0.5% of portfolio	137,884	Q1 2025 Reduced 2.0%
IBHE Ishares Ibonds 2025 Term High ETFs	$0	$5.76 Million 0.46% of portfolio	247,698	Q1 2025 Added 13.55%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$4.95 Million 0.39% of portfolio	84,984	Q1 2025 Reduced 1.98%
EEM Ishares Msci Emerging Markets ETFs	$0	$4.51 Million 0.36% of portfolio	103,138	Q1 2025 Reduced 5.5%
AOR Ishares Tr Core Growth Allocat ETFs	$0	$4.31 Million 0.34% of portfolio	74,955	Q1 2025 Reduced 3.12%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$4.06 Million 0.32% of portfolio	7,258	Q1 2025 Reduced 5.12%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$3.86 Million 0.31% of portfolio	105,168	Q1 2025 Reduced 1.93%
IBDU Ishares Tr Ibonds Dec 2029 Ter ETFs	$0	$3.3 Million 0.26% of portfolio	142,530	Q1 2025 New
IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$2.97 Million 0.24% of portfolio	122,953	Q1 2025 Added 77.21%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$2.9 Million 0.23% of portfolio	6,180	Q1 2025 Added 1.59%
SPYG Spdr Portfolio ETFs	$0	$2.66 Million 0.21% of portfolio	33,187	Q1 2025 Added 0.08%
IBDV Ishares Tr Technology	$0	$2.45 Million 0.19% of portfolio	112,605	Q1 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$2.14 Million 0.17% of portfolio	32,769	Q1 2025 Added 11.81%
IBDT Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$2.16 Million 0.17% of portfolio	85,416	Q1 2025 Added 32.7%
VT Vanguard Total World Stk Index ETFs	$0	$1.92 Million 0.15% of portfolio	16,551	Q1 2025 Added 2.37%
QUS Spdr Ser Tr Msci Usa Strategic ETFs	$0	$1.91 Million 0.15% of portfolio	12,305	Q4 2024 Added 0.7%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$1.78 Million 0.14% of portfolio	80,995	Q1 2025 Reduced 0.47%
FNDX Schwab Fundamental U S Large C ETFs	$0	$1.47 Million 0.12% of portfolio	62,929	Q1 2025 Reduced 8.31%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$1.37 Million 0.11% of portfolio	33,820	Q4 2024 Added 1.62%
IJK Ishares S&P Midcap 400 Growth ETFs	$0	$1.21 Million 0.1% of portfolio	14,489	Q1 2025 Added 0.04%
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$1.08 Million 0.09% of portfolio	26,518	Q1 2025 Added 0.17%
XLV Select Sector Spdr Fund Health ETFs	$0	$1.17 Million 0.09% of portfolio	8,122	Q4 2023 Reduced 41.94%

Summary

Portfolio
No. of Stocks 201
Current Value $1.26 Billion
Prior Value $1.26 Billion
Filing
Period Q1 2025
Filing Date April 09, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 12 stocks
Additional Purchases 80 stocks
Sold out of 0 stocks
Reduced holdings in 48 stocks

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Lbmc Investment Advisors, LLC Portfolio Holdings