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CIK: 0001536924
Total reported value
$1.8B
$1.8B
195 檔
40.8%
As reported in its official Q3 2024 Form 13F filing, Lbmc Investment Advisors, LLC's tracked investment portfolio stood at $1.8B with 195 total positions.
During Q3 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 | 20.37% | +0.13% | +0.27% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 18.95% | -0.28% | +0.35% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 12.38% | +0.78% | +1.80% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-Other | 4.32% | -0.36% | +0.01% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.48% | -0.03% | +4.57% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.36% | -0.15% | -1.80% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.48% | -0.17% | -0.24% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.79% | -0.01% | -3.36% | |
| 9 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 1.49% | -0.03% | -9.97% | |
| 10 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.48% | -0.34% | -1.07% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.42% | +0.16% | +0.99% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.33% | — | +10.93% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.15% | +0.01% | -0.88% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.02% | -0.90% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.08% | +0.03% | -0.17% | |
| 16 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.03% | +0.07% | +0.29% | |
| 17 | IDU | Ishares US Utilities ETF | ETF-Other | 0.94% | -0.09% | -1.88% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.93% | — | -2.09% | |
| 19 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.87% | -0.02% | -0.50% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.79% | -0.03% | -0.07% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.67% | -0.03% | +0.57% | |
| 22 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.64% | -0.10% | +22.45% | |
| 23 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 0.62% | -0.06% | +77.93% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.62% | +0.06% | -0.30% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.59% | — | -7.25% | |
| 26 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.55% | -0.07% | +34.77% | |
| 27 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.55% | — | +22.86% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | — | +0.13% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.03% | +0.98% | |
| 30 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 0.47% | -0.02% | +105.46% | |
| 31 | AFL | Aflac Inc | Stock-Financials | 0.47% | -0.02% | — | |
| 32 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.44% | -0.07% | +49.23% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.42% | +0.01% | -0.41% | |
| 34 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.42% | -0.03% | +0.04% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.41% | +0.03% | -8.22% | |
| 36 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 0.39% | -0.14% | +26.76% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.08% | +2.70% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.04% | — | |
| 39 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.36% | -0.02% | -0.11% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | — | -1.61% | |
| 41 | IBHE | Ishares Ibonds 2025 H/y Inc | ETF-Other | 0.33% | — | +23.01% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.31% | -0.01% | -1.88% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.03% | +8.26% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.02% | -0.56% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | -0.01% | +2.93% | |
| 46 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-Other | 0.22% | +0.09% | +46.89% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.22% | -0.01% | +0.02% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.22% | +0.01% | +0.09% | |
| 49 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.21% | — | -7.56% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.04% | +0.22% |
According to official SEC Form 13F filings, Lbmc Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.8B across 195 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, RSP, IWM) accounted for 40.8% of total reported equity market value during Q3 2024.
During Q3 2024, Lbmc Investment Advisors, LLC's top holdings by market value included IVV (20.4%)、RSP (18.9%)、IWM (12.4%). The largest single position, IVV, represented 20.4% of total portfolio value.
In Q3 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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