Lbmc Investment Advisors, LLC Portfolio Holdings

Lbmc Investment Advisors, LLC

  • $1.53 Billion
  • Q3 2025

Lbmc Investment Advisors, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.53 Billion distributed in 236 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 $289M, Invesco S&P 500 Equal Weight E with a value of $254M, Ishares Russell 2000 ETF with a value of $170M, Ishares Core High Dividend ETF with a value of $55.7M, and Ishares Tr with a value of $50.1M.

Examining the 13F form we can see an increase of $148M in the current position value, from $1.38B to 1.53B.

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

Portfolio value $1.53 Billion
ETFs: $1.31 Billion
Technology: $44.7 Million
Financial Services: $40.7 Million
Healthcare: $27.5 Million
Communication Services: $16.6 Million
Industrials: $16 Million
Consumer Cyclical: $12.7 Million
Consumer Defensive: $6.64 Million
Other: $9.79 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$81B
$234,000 0.02% of portfolio
3,500
Q2 2024 New
$139B
$361,000 0.02% of portfolio
14,205
Q3 2025 Reduced 5.56%
$61.9B
$336,000 0.02% of portfolio
2,473
Q3 2025 Reduced 0.64%
$113B
$332,000 0.02% of portfolio
430
Q1 2024 New
$37.9B
$238,000 0.02% of portfolio
2,296
Q1 2025 Added 0.04%
$44.3B
$236,000 0.02% of portfolio
1,000
Q3 2025 New
$91.2B
$257,000 0.02% of portfolio
1,338
Q2 2025 New
$36.1B
$297,000 0.02% of portfolio
2,200
Q3 2025 New
$157B
$288,000 0.02% of portfolio
8,604
Q3 2025 Reduced 10.41%
$49.6B
$141,000 0.01% of portfolio
11,798
Q3 2025 Reduced 11.11%
$194B
$214,000 0.01% of portfolio
1,050
Q3 2025 New
$20.6B
$202,000 0.01% of portfolio
6,336
Q3 2025 Reduced 1.89%

Summary

  • Portfolio
  • No. of Stocks 236
  • Current Value $1.53 Billion
  • Prior Value $1.38 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 29 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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