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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.78 Million 0.25% of portfolio
6,296
Q2 2025 Added 1.88%
$84.7B
$3.5 Million 0.23% of portfolio
16,457
Q3 2025 New
$0
$3.47 Million 0.23% of portfolio
33,236
Q3 2025 Added 0.08%
$71.2B
$3.35 Million 0.22% of portfolio
9,391
Q1 2025 Reduced 54.74%
$392B
$3.12 Million 0.2% of portfolio
7,692
Q3 2025 Reduced 0.08%
$495B
$2.91 Million 0.19% of portfolio
15,574
Q3 2025 Added 22.27%
$1.19B
$2.84 Million 0.19% of portfolio
61,116
Q4 2021 Added 8,757.39%
$669B
$2.94 Million 0.19% of portfolio
10,469
Q3 2025 Added 44.14%
$101B
$2.69 Million 0.18% of portfolio
28,396
Q3 2025 Reduced 2.98%
$907B
$2.73 Million 0.18% of portfolio
8,650
Q3 2025 Added 27.56%
$862B
$2.65 Million 0.17% of portfolio
3,470
Q3 2025 Added 92.78%
$297B
$2.57 Million 0.17% of portfolio
38,743
Q3 2025 Reduced 0.4%
$0
$2.12 Million 0.14% of portfolio
12,367
Q2 2025 Added 0.5%
$0
$2.06 Million 0.13% of portfolio
2,864
Q2 2025 Added 110.9%
$143B
$1.77 Million 0.12% of portfolio
5,354
Q3 2025 Added 258.37%
$6.55B
$1.79 Million 0.12% of portfolio
19,123
Q3 2025 Added 5.38%
$527B
$1.79 Million 0.12% of portfolio
3,141
Q3 2025 Added 80.93%
$416B
$1.88 Million 0.12% of portfolio
2,031
Q3 2025 Added 37.14%
$0
$1.66 Million 0.11% of portfolio
21,138
Q3 2025 Added 0.48%
$0
$1.62 Million 0.11% of portfolio
11,622
Q3 2025 Added 43.09%
$270B
$1.74 Million 0.11% of portfolio
6,178
Q3 2025 Added 15.82%
$101B
$1.62 Million 0.11% of portfolio
9,493
Q3 2025 Reduced 1.74%
$0
$1.74 Million 0.11% of portfolio
81,785
Q3 2025 Added 0.07%
$289B
$1.51 Million 0.1% of portfolio
3,159
Q3 2025 Added 204.92%
$476B
$1.59 Million 0.1% of portfolio
14,146
Q3 2025 Reduced 22.15%
$0
$1.59 Million 0.1% of portfolio
11,543
Q3 2025 Reduced 28.2%
$203B
$1.46 Million 0.1% of portfolio
12,722
Q3 2025 Reduced 0.39%
$578M
$1.57 Million 0.1% of portfolio
43,865
Q1 2025 Reduced 0.98%
$0
$1.55 Million 0.1% of portfolio
58,923
Q3 2025 Reduced 6.37%
$192B
$1.33 Million 0.09% of portfolio
8,950
Q2 2024 New
$382B
$1.35 Million 0.09% of portfolio
5,845
Q3 2025 Added 90.27%
$332B
$1.45 Million 0.09% of portfolio
4,820
Q3 2025 Added 2.66%
$0
$1.4 Million 0.09% of portfolio
14,502
Q3 2025 Added 0.05%
$404B
$1.37 Million 0.09% of portfolio
8,441
Q3 2025 Added 48.32%
$489B
$1.26 Million 0.08% of portfolio
6,796
Q3 2025 Reduced 5.23%
$258B
$1.21 Million 0.08% of portfolio
7,240
Q3 2025 Added 89.88%
$556B
$1.26 Million 0.08% of portfolio
3,692
Q3 2025 Added 13.78%
$0
$1.17 Million 0.08% of portfolio
26,290
Q3 2025 Added 3.79%
$430B
$1.18 Million 0.08% of portfolio
22,782
Q3 2025 Added 30.59%
$196B
$1.01 Million 0.07% of portfolio
9,979
Q3 2025 New
$0
$1.02 Million 0.07% of portfolio
15,000
Q3 2025 New
$118B
$1.02 Million 0.07% of portfolio
4,715
Q1 2025 Reduced 2.86%
$0
$1.11 Million 0.07% of portfolio
43,495
Q2 2025 New
$1.4T
$897,000 0.06% of portfolio
2,019
Q3 2025 Added 13.55%
$300B
$926,000 0.06% of portfolio
5,968
Q3 2025 Reduced 0.25%
$331B
$974,000 0.06% of portfolio
11,626
Q3 2025 Added 63.03%
$0
$950,000 0.06% of portfolio
2,895
Q3 2025 Added 0.03%
$0
$864,000 0.06% of portfolio
8,400
Q2 2025 New
$278B
$951,000 0.06% of portfolio
9,234
Q2 2025 Added 0.01%

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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