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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$13.2 Million 0.96% of portfolio
64,302
Q2 2025 Reduced 0.71%
$3.95T
$7.75 Million 0.56% of portfolio
15,574
Q2 2025 Reduced 2.71%
$2.26T
$7.03 Million 0.51% of portfolio
32,045
Q2 2025 Reduced 0.46%
$621B
$5.32 Million 0.39% of portfolio
10,946
Q2 2025 Added 4.79%
$1.24T
$5.14 Million 0.37% of portfolio
28,961
Q2 2025 Added 1.08%
$1.78T
$4.4 Million 0.32% of portfolio
5,957
Q1 2025 Added 6.11%
$306B
$2.75 Million 0.2% of portfolio
38,897
Q2 2025 Reduced 2.49%
$405B
$2.82 Million 0.2% of portfolio
7,698
Q2 2025 Added 0.04%
$1.21T
$2.41 Million 0.18% of portfolio
13,690
Q2 2025 Reduced 1.67%
$456B
$2.01 Million 0.15% of portfolio
12,737
Q2 2025 Reduced 1.79%
$859B
$1.97 Million 0.14% of portfolio
6,781
Q1 2025 Added 0.82%
$442B
$1.96 Million 0.14% of portfolio
18,172
Q2 2025 Added 0.08%
$684B
$1.59 Million 0.12% of portfolio
7,263
Q4 2024 Reduced 0.07%
$207B
$1.58 Million 0.11% of portfolio
12,772
Q1 2025 Added 0.01%
$439B
$1.47 Million 0.11% of portfolio
1,481
Q4 2024 Reduced 9.2%
$210B
$1.57 Million 0.11% of portfolio
5,334
Q2 2025 Added 0.17%
$306B
$1.21 Million 0.09% of portfolio
4,695
Q2 2025 Added 0.02%
$452B
$1.1 Million 0.08% of portfolio
7,171
Q2 2025 Reduced 6.02%
$551B
$1.15 Million 0.08% of portfolio
3,245
Q1 2025 Added 10.94%
$281B
$902,000 0.07% of portfolio
9,234
Q2 2025 Added 0.01%
$548B
$975,000 0.07% of portfolio
1,736
Q4 2023 Reduced 1.25%
$302B
$856,000 0.06% of portfolio
5,983
Q1 2025 Added 2.41%
$293B
$841,000 0.06% of portfolio
12,132
Q2 2025 Added 0.05%
$282B
$807,000 0.06% of portfolio
5,691
Q3 2024 Added 37.6%
$381B
$825,000 0.06% of portfolio
17,446
Q2 2025 Added 0.3%
$203B
$695,000 0.05% of portfolio
8,786
Q4 2024 Reduced 1.13%
$222B
$526,000 0.04% of portfolio
1,801
Q2 2025 Added 0.28%
$1.08T
$564,000 0.04% of portfolio
1,778
Q2 2025 Reduced 0.61%
$202B
$513,000 0.04% of portfolio
3,892
Q2 2025 Reduced 1.72%
$229B
$556,000 0.04% of portfolio
3,813
Q2 2025 Added 0.05%
$351B
$570,000 0.04% of portfolio
3,072
Q1 2025 Added 6.08%
$302B
$571,000 0.04% of portfolio
7,131
Q2 2025 Added 4.91%
$261B
$389,000 0.03% of portfolio
2,139
Q2 2025 Reduced 43.89%
$368B
$370,000 0.03% of portfolio
2,328
Q1 2025 Added 8.08%
$229B
$371,000 0.03% of portfolio
2,728
Q1 2025 Added 4.4%
$218B
$402,000 0.03% of portfolio
1,036
Q1 2024 New
$245B
$271,000 0.02% of portfolio
869
Q2 2025 Added 41.99%
$203B
$316,000 0.02% of portfolio
10,924
Q2 2025 Added 0.03%
$232B
$290,000 0.02% of portfolio
1,066
Q1 2025 Reduced 31.93%
$227B
$239,000 0.02% of portfolio
750
Q3 2024 New
$300B
$0 0.0% of portfolio
-
Q4 2024 Reduced 2.13%

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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