Lbmc Investment Advisors, LLC Portfolio Holdings

Lbmc Investment Advisors, LLC

  • $1.26 Billion
  • Q1 2025

Lbmc Investment Advisors, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.26 Billion distributed in 201 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 $229M, Ishares Russell 2000 ETF with a value of $142M, Ishares Core High Dividend ETF with a value of $54.7M, and Ishares Tr with a value of $43.2M.

Examining the 13F form we can see an decrease of $452K in the current position value, from $1.26B to 1.26B.

Below you can find more details about Lbmc Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.26 Billion
ETFs: $1.11 Billion
Technology: $29.8 Million
Financial Services: $29.7 Million
Healthcare: $22.3 Million
Communication Services: $11.9 Million
Consumer Cyclical: $11.2 Million
Industrials: $9.94 Million
Consumer Defensive: $6.66 Million
Other: $9.38 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.2B
$15.6 Million 1.24% of portfolio
45,136
Q1 2025 Added 0.0%
$3.17T
$14.4 Million 1.14% of portfolio
64,765
Q1 2025 Added 5.06%
$1.76T
$6.13 Million 0.49% of portfolio
32,193
Q1 2025 Added 1.58%
$2.74T
$6.01 Million 0.48% of portfolio
16,007
Q1 2025 Added 5.63%
$67.9B
$5.85 Million 0.46% of portfolio
52,655
Q1 2025 Reduced 0.47%
$687B
$5.48 Million 0.44% of portfolio
10,446
Q1 2025 Added 2.4%
$933B
$4.48 Million 0.36% of portfolio
28,652
Q1 2025 Added 1.43%
$76B
$3.75 Million 0.3% of portfolio
9,391
Q1 2025 Reduced 54.74%
$1.17T
$3.44 Million 0.27% of portfolio
5,957
Q1 2025 Added 6.11%
$8.01B
$3.46 Million 0.27% of portfolio
52,918
Q1 2025 Reduced 9.7%
$100B
$2.89 Million 0.23% of portfolio
31,461
Q1 2025 Added 33.72%
$316B
$2.86 Million 0.23% of portfolio
39,890
Q1 2025 Added 3.87%
$363B
$2.82 Million 0.22% of portfolio
7,695
Q1 2025 Added 0.59%
$873M
$2.16 Million 0.17% of portfolio
61,116
Q4 2021 Added 8,757.39%
$931B
$2.15 Million 0.17% of portfolio
13,922
Q1 2025 Added 4.36%
$446B
$2.16 Million 0.17% of portfolio
18,157
Q1 2025 Added 0.28%
$680B
$1.66 Million 0.13% of portfolio
6,781
Q1 2025 Added 0.82%
$798B
$1.49 Million 0.12% of portfolio
1,800
Q4 2022 Reduced 2.86%
$92.5B
$1.35 Million 0.11% of portfolio
9,659
Q1 2025 Added 0.02%
$253B
$1.41 Million 0.11% of portfolio
12,969
Q1 2025 Added 11.6%
$488M
$1.37 Million 0.11% of portfolio
43,865
Q1 2025 Reduced 0.98%
$214B
$1.32 Million 0.11% of portfolio
5,325
Q1 2025 Added 0.17%
$440B
$1.4 Million 0.11% of portfolio
1,481
Q4 2024 Reduced 9.2%
$155B
$1.26 Million 0.1% of portfolio
12,772
Q1 2025 Added 0.01%
$412B
$1.27 Million 0.1% of portfolio
7,630
Q1 2025 Added 12.77%
$539B
$1.14 Million 0.09% of portfolio
3,245
Q1 2025 Added 10.94%
$493B
$951,000 0.08% of portfolio
1,736
Q4 2023 Reduced 1.25%
$347B
$1.02 Million 0.08% of portfolio
7,263
Q4 2024 Reduced 0.07%
$270B
$1 Million 0.08% of portfolio
5,983
Q1 2025 Added 2.41%
$199B
$939,000 0.07% of portfolio
4,694
Q1 2025 Added 2.71%
$99.6B
$865,000 0.07% of portfolio
8,950
Q2 2024 New
$229B
$748,000 0.06% of portfolio
12,126
Q1 2025 Reduced 0.3%
$300B
$725,000 0.06% of portfolio
17,393
Q1 2025 Reduced 18.66%
$198B
$788,000 0.06% of portfolio
8,786
Q4 2024 Reduced 1.13%
$253B
$810,000 0.06% of portfolio
9,233
Q4 2024 Added 8.84%
$96.5B
$804,000 0.06% of portfolio
4,715
Q1 2025 Reduced 2.86%
$197B
$593,000 0.05% of portfolio
3,960
Q1 2025 Added 0.56%
$45.9B
$632,000 0.05% of portfolio
4,328
Q1 2025 Added 36.96%
$61.5B
$580,000 0.05% of portfolio
3,302
Q1 2024 Added 83.24%
$306B
$643,000 0.05% of portfolio
3,072
Q1 2025 Added 6.08%
$141B
$584,000 0.05% of portfolio
5,691
Q3 2024 Added 37.6%
$209M
$617,000 0.05% of portfolio
8,339
Q1 2025 Added 13.78%
$113B
$692,000 0.05% of portfolio
6,590
Q1 2025 Added 8.66%
$253B
$605,000 0.05% of portfolio
3,812
Q1 2025 Added 0.05%
$246B
$487,000 0.04% of portfolio
6,797
Q1 2024 Added 3.68%
$229B
$561,000 0.04% of portfolio
1,796
Q1 2025 Added 0.11%
$22B
$463,000 0.04% of portfolio
2,996
Q1 2024 Reduced 20.0%
$189B
$504,000 0.04% of portfolio
3,811
Q1 2025 Added 3.03%
$762B
$463,000 0.04% of portfolio
1,789
Q1 2025 Reduced 2.08%

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $1.26 Billion
  • Prior Value $1.26 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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