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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.3B
$3.35 Million 0.24% of portfolio
9,391
Q1 2025 Reduced 54.74%
$0
$3.17 Million 0.23% of portfolio
33,210
Q2 2025 Added 0.07%
$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%
$102B
$2.69 Million 0.19% of portfolio
29,269
Q2 2025 Reduced 6.97%
$1.21T
$2.41 Million 0.18% of portfolio
13,690
Q2 2025 Reduced 1.67%
$1.11B
$2.24 Million 0.16% of portfolio
61,116
Q4 2021 Added 8,757.39%
$0
$2.07 Million 0.15% of portfolio
16,076
Q2 2025 Reduced 2.87%
$7.01B
$2 Million 0.15% of portfolio
18,146
Q2 2025 Added 5.86%
$456B
$2.01 Million 0.15% of portfolio
12,737
Q2 2025 Reduced 1.79%
$0
$2.02 Million 0.15% of portfolio
12,367
Q2 2025 Added 0.5%
$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%
$0
$1.94 Million 0.14% of portfolio
79,388
Q2 2025 Reduced 1.98%
$0
$1.9 Million 0.14% of portfolio
2,864
Q2 2025 Added 110.9%
$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%
$0
$1.53 Million 0.11% of portfolio
21,036
Q2 2025 Reduced 35.81%
$0
$1.54 Million 0.11% of portfolio
62,929
Q1 2025 Reduced 8.31%
$590M
$1.48 Million 0.11% of portfolio
43,865
Q1 2025 Reduced 0.98%
$210B
$1.57 Million 0.11% of portfolio
5,334
Q2 2025 Added 0.17%
$0
$1.32 Million 0.1% of portfolio
14,495
Q2 2025 Added 0.04%
$123B
$1.45 Million 0.1% of portfolio
9,661
Q2 2025 Added 0.02%
$608B
$1.4 Million 0.1% of portfolio
1,800
Q4 2022 Reduced 2.86%
$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%
$0
$1.09 Million 0.08% of portfolio
8,122
Q4 2023 Reduced 41.94%
$0
$1.1 Million 0.08% of portfolio
43,495
Q2 2025 New
$0
$1.07 Million 0.08% of portfolio
25,330
Q2 2025 Reduced 4.48%
$178B
$1.03 Million 0.07% of portfolio
8,950
Q2 2024 New
$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%
$61.8B
$968,000 0.07% of portfolio
4,328
Q1 2025 Added 36.96%
$139B
$987,000 0.07% of portfolio
4,715
Q1 2025 Reduced 2.86%
$0
$859,000 0.06% of portfolio
2,038
Q1 2025 Reduced 0.63%
$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%
$0
$788,000 0.06% of portfolio
19,697
Q1 2025 Reduced 0.86%
$0
$879,000 0.06% of portfolio
2,894
Q1 2025 Added 0.07%
$0
$832,000 0.06% of portfolio
8,400
Q2 2025 New
$381B
$825,000 0.06% of portfolio
17,446
Q2 2025 Added 0.3%
$238M
$667,000 0.05% of portfolio
8,339
Q1 2025 Added 13.78%
$0
$705,000 0.05% of portfolio
13,475
Q2 2025 Added 0.47%
$0
$708,000 0.05% of portfolio
3,888
Q2 2025 Added 7.37%
$0
$635,000 0.05% of portfolio
20,780
Q4 2023 New
$203B
$695,000 0.05% of portfolio
8,786
Q4 2024 Reduced 1.13%

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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