Lbmc Investment Advisors, LLC has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.15 Billion distributed in 187 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 $219M, Ishares Russell 2000 ETF with a value of $141M, Ishares Core High Dividend ETF with a value of $50.5M, and Ishares Tr Msci Eafe ETF with a value of $40.6M.
Examining the 13F form we can see an increase of $249K in the current position value, from $1.15B to 1.15B.
Below you can find more details about Lbmc Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.15 Billion
ETFs: $1.03 Billion
Technology: $28.9 Million
Financial Services: $22 Million
Healthcare: $21.9 Million
Communication Services: $12.1 Million
Consumer Cyclical: $11.1 Million
Industrials: $10.9 Million
Consumer Defensive: $6.45 Million
Other: $8.15 Million
Stock Holdings Table Market Cap. of $200 Billions or more