Lbmc Investment Advisors, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.26 Billion distributed in 198 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 $261M, Invesco S&P 500 Equal Weight E with a value of $235M, Ishares Russell 2000 ETF with a value of $158M, Ishares Core High Dividend ETF with a value of $52.1M, and Ishares Tr with a value of $39.4M.
Examining the 13F form we can see an decrease of $1.43M 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
Financial Services: $32.7 Million
Technology: $32.3 Million
Healthcare: $19.8 Million
Communication Services: $13.1 Million
Consumer Cyclical: $12.5 Million
Industrials: $11.1 Million
Consumer Defensive: $6.81 Million
Other: $7.53 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
