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 Market Cap. of $10 Billions to $200 Billions
