Lbmc Investment Advisors, LLC Incresed Positions in Q4 2024

Lbmc Investment Advisors, LLC

  • $1.26 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
218K
+ 102.67%
$23.03 - $23.33 $5.02M - $5.08M
430K $9.95M
IBHG
Ishares Tr Ibonds 2027 Term Hi
193K
+ 55.67%
$22.11 - $22.54 $4.27M - $4.36M
540K $12M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
177K
+ 70.73%
$23.18 - $23.74 $4.11M - $4.21M
428K $10M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
168K
+ 141.66%
$23.22 - $23.84 $3.91M - $4.01M
287K $6.73M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
57.8K
+ 496.57%
$23.88 - $24.32 $1.38M - $1.4M
69.4K $1.66M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
52.7K
+ 449.91%
$24.82 - $25.48 $1.31M - $1.34M
64.4K $1.6M
IWM
Ishares Russell 2000 ETF

ETFs
5.61K
+ 0.79%
$216.13 - $242.4 $1.21M - $1.36M
715K $158M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.57K
+ 6.53%
$126.68 - $134.74 $1.09M - $1.15M
140K $17.8M
IBHE
Ishares Ibonds 2025 Term High

ETFs
41.1K
+ 23.23%
$23.08 - $23.28 $949K - $957K
218K $5.06M
GOOG
Alphabet Inc.

Communication Services
2
+ 0.01%
$163.08 - $198.16 $326 - $396
28.2K $5.38M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18.9K
+ 8.74%
$25.06 - $25.59 $474K - $484K
235K $5.92M
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.02%
$161.86 - $196.66 $486 - $590
13.3K $2.53M
IBMO
Ishares Tr Ibonds December 202

ETFs
13.9K
+ 4.4%
$25.4 - $25.62 $353K - $356K
330K $8.4M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
10.5K
+ 4.05%
$26.55 - $26.67 $279K - $280K
270K $7.18M
PNFP
Pinnacle Financial Partners Inc

Financial Services
3
+ 0.02%
$92.95 - $129.87 $279 - $390
15.6K $1.78M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.7K
+ 1.85%
$87.42 - $98.06 $236K - $265K
149K $13.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.55K
+ 9.51%
$66.77 - $71.52 $170K - $182K
29.3K $2.02M
NVDA
Nvidia Corp

Technology
500
+ 4.5%
$117.0 - $148.88 $58.5K - $74.4K
11.6K $1.56M
BA
Boeing CO

Industrials
500
+ 11.48%
$138.14 - $180.72 $69.1K - $90.4K
4.85K $859K
BX
Blackstone Inc.

Financial Services
2
+ 0.02%
$148.45 - $199.05 $297 - $398
9.66K $1.67M
SPYG
Spdr Portfolio

ETFs
37
+ 0.11%
$81.74 - $91.38 $3.02K - $3.38K
33.2K $2.91M
WMT
Walmart Inc.

Consumer Defensive
750
+ 8.84%
$79.1 - $95.7 $59.3K - $71.8K
9.23K $834K
SPY
Spdr S&P 500 ETF Trust

ETFs
34
+ 0.45%
$567.81 - $607.81 $19.3K - $20.7K
7.65K $4.48M
CSCO
Cisco Systems, Inc.

Technology
506
+ 4.34%
$52.45 - $60.02 $26.5K - $30.4K
12.2K $719K
PG
Procter & Gamble CO

Consumer Defensive
600
+ 38.61%
$161.05 - $179.7 $96.6K - $108K
2.15K $361K
IWF
Ishares Russell 1000 Gr ETF

ETFs
23
+ 1.13%
$370.24 - $418.94 $8.52K - $9.64K
2.05K $823K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
780
+ 0.91%
$61.68 - $67.87 $48.1K - $52.9K
86.7K $5.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
167
+ 12.69%
$198.04 - $221.51 $33.1K - $37K
1.48K $312K
SCHX
Schwab Strategic Tr Us Large C

ETFs
54.3K
+ 200.01%
$22.4 - $68.28 $1.22M - $3.7M
81.4K $1.89M
JNJ
Johnson & Johnson

Healthcare
911
+ 15.56%
$143.34 - $165.86 $131K - $151K
6.77K $978K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.18%
$571.78 - $647.97 $572 - $648
553 $343K
TFC
Truist Financial Corp

Financial Services
317
+ 3.91%
$41.51 - $48.1 $13.2K - $15.2K
8.42K $365K
USB
Us Bancorp \De\

Financial Services
27
+ 0.34%
$43.98 - $53.66 $1.19K - $1.45K
7.93K $379K
CVX
Chevron Corp

Energy
200
+ 3.54%
$141.15 - $162.53 $28.2K - $32.5K
5.84K $846K
T
At&T Inc.

Communication Services
219
+ 1.89%
$21.22 - $23.88 $4.65K - $5.23K
11.8K $268K
RF
Regions Financial Corp

Financial Services
190
+ 1.04%
$22.45 - $27.47 $4.27K - $5.22K
18.5K $435K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
540
+ 1.62%
$44.33 - $49.55 $23.9K - $26.8K
33.8K $1.52M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.98K
+ 100.05%
$25.33 - $51.16 $253K - $510K
20K $515K
DFAT
Dimensional ETF Tr U S Target

ETFs
19
+ 0.22%
$54.54 - $61.04 $1.04K - $1.16K
8.51K $473K
I Shares Bitcoin Trust ETF
155
+ 1.16%
N/A
13.5K $0
I Shares I Bonds 2030 Term High Yield And Income ETF
86.9K
+ 652.68%
N/A
100K $0
ABT
Abbott Laboratories

Healthcare
1
+ 0.04%
$111.93 - $119.39 $112 - $119
2.61K $295K
FNDA
Schwab Fundamental U S Small C

ETFs
13.3K
+ 100.0%
$29.26 - $59.11 $390K - $788K
26.7K $791K
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.08%
$118.38 - $133.06 $355 - $399
3.81K $458K
IBM
International Business Machines Corp

Technology
10
+ 0.19%
$204.9 - $238.04 $2.05K - $2.38K
5.32K $1.17M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
8
+ 0.24%
$89.9 - $100.66 $719 - $805
3.29K $297K
F
Ford Motor CO

Consumer Cyclical
63
+ 0.49%
$9.69 - $11.4 $610 - $718
13K $129K
SCHR
Schwab Intermediate Term Us Tr

ETFs
4.66K
+ 100.0%
$24.19 - $50.58 $113K - $236K
9.32K $226K
VZ
Verizon Communications Inc

Communication Services
416
+ 8.02%
$39.6 - $45.21 $16.5K - $18.8K
5.61K $224K
Activity Summary
Buys All Purchases 94 New Holdings 17 Increased Positions 77 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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