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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$366B
$2.82 Million 0.22% of portfolio
7,695
Q1 2025 Added 0.59%
$0
$2.66 Million 0.21% of portfolio
33,187
Q1 2025 Added 0.08%
$0
$2.45 Million 0.19% of portfolio
112,605
Q1 2025 New
$874M
$2.16 Million 0.17% of portfolio
61,116
Q4 2021 Added 8,757.39%
$0
$2.14 Million 0.17% of portfolio
32,769
Q1 2025 Added 11.81%
$931B
$2.15 Million 0.17% of portfolio
13,922
Q1 2025 Added 4.36%
$0
$2.16 Million 0.17% of portfolio
85,416
Q1 2025 Added 32.7%
$431B
$2.16 Million 0.17% of portfolio
18,157
Q1 2025 Added 0.28%
$0
$1.92 Million 0.15% of portfolio
16,551
Q1 2025 Added 2.37%
$0
$1.91 Million 0.15% of portfolio
12,305
Q4 2024 Added 0.7%
$7.05B
$1.82 Million 0.14% of portfolio
17,141
Q1 2025 Added 10.08%
$0
$1.78 Million 0.14% of portfolio
80,995
Q1 2025 Reduced 0.47%
$688B
$1.66 Million 0.13% of portfolio
6,781
Q1 2025 Added 0.82%
$0
$1.47 Million 0.12% of portfolio
62,929
Q1 2025 Reduced 8.31%
$717B
$1.49 Million 0.12% of portfolio
1,800
Q4 2022 Reduced 2.86%
$0
$1.37 Million 0.11% of portfolio
33,820
Q4 2024 Added 1.62%
$276B
$1.41 Million 0.11% of portfolio
12,969
Q1 2025 Added 11.6%
$471M
$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%
$433B
$1.4 Million 0.11% of portfolio
1,481
Q4 2024 Reduced 9.2%
$0
$1.21 Million 0.1% of portfolio
14,489
Q1 2025 Added 0.04%
$154B
$1.26 Million 0.1% of portfolio
12,772
Q1 2025 Added 0.01%
$404B
$1.27 Million 0.1% of portfolio
7,630
Q1 2025 Added 12.77%
$0
$1.08 Million 0.09% of portfolio
26,518
Q1 2025 Added 0.17%
$0
$1.17 Million 0.09% of portfolio
8,122
Q4 2023 Reduced 41.94%
$0
$1.11 Million 0.09% of portfolio
46,825
Q1 2025 Added 65.17%
$548B
$1.14 Million 0.09% of portfolio
3,245
Q1 2025 Added 10.94%
$489B
$951,000 0.08% of portfolio
1,736
Q4 2023 Reduced 1.25%
$363B
$1.02 Million 0.08% of portfolio
7,263
Q4 2024 Reduced 0.07%
$265B
$1 Million 0.08% of portfolio
5,983
Q1 2025 Added 2.41%
$203B
$939,000 0.07% of portfolio
4,694
Q1 2025 Added 2.71%
$98.5B
$865,000 0.07% of portfolio
8,950
Q2 2024 New
$0
$706,000 0.06% of portfolio
22,916
Q4 2024 Reduced 2.41%
$236B
$748,000 0.06% of portfolio
12,126
Q1 2025 Reduced 0.3%
$0
$734,000 0.06% of portfolio
2,038
Q1 2025 Reduced 0.63%
$0
$791,000 0.06% of portfolio
2,894
Q1 2025 Added 0.07%
$0
$717,000 0.06% of portfolio
19,697
Q1 2025 Reduced 0.86%
$294B
$725,000 0.06% of portfolio
17,393
Q1 2025 Reduced 18.66%
$201B
$788,000 0.06% of portfolio
8,786
Q4 2024 Reduced 1.13%
$257B
$810,000 0.06% of portfolio
9,233
Q4 2024 Added 8.84%
$94.9B
$804,000 0.06% of portfolio
4,715
Q1 2025 Reduced 2.86%
$0
$737,000 0.06% of portfolio
1,358
Q1 2025 Added 145.57%
$0
$679,000 0.05% of portfolio
13,412
Q1 2025 Added 0.34%
$202B
$593,000 0.05% of portfolio
3,960
Q1 2025 Added 0.56%
$0
$597,000 0.05% of portfolio
21,854
Q1 2025 Reduced 18.0%
$46.3B
$632,000 0.05% of portfolio
4,328
Q1 2025 Added 36.96%
$62.7B
$580,000 0.05% of portfolio
3,302
Q1 2024 Added 83.24%
$317B
$643,000 0.05% of portfolio
3,072
Q1 2025 Added 6.08%
$0
$659,000 0.05% of portfolio
3,621
Q1 2025 Reduced 1.34%

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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