Lbmc Investment Advisors, LLC Portfolio Holdings by Sector

Lbmc Investment Advisors, LLC

$1.26 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV RSP IWM HDV IEFA EFA DVY VEA 80 stocks	$1.1 Million 89.01% of portfolio	33	32	5	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$15,596 1.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$14,386 1.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$10,059 0.81% of portfolio	3	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL SNPS MDB IIIV 5 stocks	$8,181 0.66% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials AOS GRC GE 3 stocks	$6,555 0.53% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$6,125 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNFP SMBK TRUX PNC RF CHCO USB TFC 9 stocks	$6,121 0.49% of portfolio	4	2	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL PRU 2 stocks	$6,110 0.49% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$5,484 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ MRK ABBV BMY PFE 6 stocks	$5,043 0.41% of portfolio	3	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$4,514 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$3,747 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO DUK NEE 3 stocks	$3,662 0.3% of portfolio	3	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$3,449 0.28% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AMD ADI MU AVGO TXN INTC 7 stocks	$3,361 0.27% of portfolio	3	1	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$3,159 0.26% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC RY 4 stocks	$3,129 0.25% of portfolio	1	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$2,820 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA PYPL AXP 4 stocks	$2,517 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$2,210 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX CSWC MAIN 3 stocks	$2,133 0.17% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SHOP SNOW CRM 3 stocks	$1,783 0.14% of portfolio	1	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$1,324 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA RTX 2 stocks	$1,308 0.11% of portfolio	1	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$1,260 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA GM F 3 stocks	$901 0.07% of portfolio	1	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$791 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ALGN ABT 2 stocks	$758 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$748 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$692 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$605 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$580 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$562 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$561 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD ET 2 stocks	$517 0.04% of portfolio	2	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL CCL 2 stocks	$517 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Airlines \| Industrials UAL LUV 2 stocks	$510 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities ATO 1 stocks	$463 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW APLD 2 stocks	$411 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$396 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$388 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$336 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$320 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD 1 stocks	$315 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$307 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$289 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical HRB 1 stocks	$274 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$266 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$261 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare PKI 1 stocks	$258 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare PVCT 1 stocks	$2 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive NESN.SW 1 stocks	$0 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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Lbmc Investment Advisors, LLC Portfolio Holdings by Sector

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