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CIK: 0001536924
Total reported value
$1.8B
$1.8B
186 檔
38.3%
According to the latest 13F quarterly dataset, Lbmc Investment Advisors, LLC managed an equity portfolio of $1.8B at the end of Q1 2024, spanning 186 distinct U.S. exchange-listed positions.
During Q1 2024, Lbmc Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 20.49% | +0.13% | -2.01% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 19.68% | -0.28% | +1.11% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 12.88% | +0.78% | +0.67% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-Other | 4.58% | -0.36% | -0.28% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.58% | -0.15% | -2.70% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.43% | -0.03% | -0.96% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.53% | -0.17% | -1.36% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.13% | -0.01% | -0.00% | |
| 9 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 1.69% | -0.03% | -1.71% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.44% | +0.16% | +1.59% | |
| 11 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.34% | -0.34% | — | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.23% | — | -0.06% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +0.02% | -3.02% | |
| 14 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.14% | +0.07% | +0.05% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.05% | +0.03% | +5.30% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.99% | — | -3.39% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.89% | -0.03% | +1.03% | |
| 18 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.89% | -0.02% | -0.63% | |
| 19 | IDU | Ishares US Utilities ETF | ETF-Other | 0.87% | -0.09% | -0.99% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.76% | +0.01% | +1.67% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.68% | — | -0.95% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.67% | -0.03% | -2.23% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.62% | +0.06% | -2.88% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.56% | +0.01% | +424.17% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.48% | +0.03% | -2.12% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | — | +0.47% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | — | +4.77% | |
| 28 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.46% | -0.03% | +0.04% | |
| 29 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.44% | — | +88.82% | |
| 30 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.41% | -0.10% | +141.74% | |
| 31 | AFL | Aflac Inc | Stock-Financials | 0.39% | -0.02% | -3.02% | |
| 32 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.39% | -0.02% | -0.52% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.04% | -0.54% | |
| 34 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.34% | -0.07% | +306.07% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.33% | -0.01% | +75.76% | |
| 36 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.31% | — | +6.08% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | +0.03% | -0.41% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.25% | +0.03% | +17.71% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | -0.01% | +27.36% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.08% | +24.64% | |
| 41 | IBHE | Ishares Ibonds 2025 H/y Inc | ETF-Other | 0.23% | — | +679.50% | |
| 42 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.22% | — | +16.34% | |
| 43 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.22% | -0.07% | — | |
| 44 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 0.21% | -0.06% | — | |
| 45 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 0.21% | -0.14% | — | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.21% | +0.01% | +0.08% | |
| 47 | GRC | Gorman-rupp Co | Stock-Other | 0.21% | +0.07% | — | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.04% | -5.56% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.20% | -0.01% | — | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.05% | — |
According to official SEC Form 13F filings, Lbmc Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.8B across 186 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, RSP, IWM) accounted for 38.3% of total reported equity market value during Q1 2024.
During Q1 2024, Lbmc Investment Advisors, LLC's top holdings by market value included IVV (20.5%)、RSP (19.7%)、IWM (12.9%). The largest single position, IVV, represented 20.5% of total portfolio value.
In Q1 2024, Lbmc Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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