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CIK: 0001536924
Total reported value
$1.8B
$1.8B
198 檔
40.4%
At the close of Q4 2024, Lbmc Investment Advisors, LLC disclosed equity holdings valued at approximately $1.8B, spread across 198 reported holdings.
During Q4 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 | 20.54% | +0.13% | -0.92% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 18.54% | -0.28% | +0.32% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 12.45% | +0.78% | +0.79% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-Other | 4.11% | -0.36% | -0.14% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.11% | -0.03% | -0.51% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.00% | -0.15% | -0.83% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.42% | -0.17% | +0.55% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.50% | -0.01% | -7.40% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.41% | — | +6.53% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.40% | +0.16% | -0.18% | |
| 11 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 1.30% | -0.03% | -4.42% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.22% | +0.01% | -1.30% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.13% | +0.03% | -0.82% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.02% | -1.93% | |
| 15 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.07% | -0.34% | -2.16% | |
| 16 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.05% | +0.07% | +1.85% | |
| 17 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 0.95% | -0.06% | +55.67% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.93% | — | -0.47% | |
| 19 | IDU | Ishares US Utilities ETF | ETF-Other | 0.86% | -0.09% | -2.06% | |
| 20 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.83% | -0.02% | -1.14% | |
| 21 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 0.79% | -0.02% | +70.73% | |
| 22 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 0.78% | -0.14% | +102.67% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.76% | -0.03% | +0.12% | |
| 24 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.66% | -0.10% | +4.40% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.66% | -0.03% | +7.77% | |
| 26 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.59% | -0.07% | +8.52% | |
| 27 | AON | Aon plc | Stock-Financials | 0.59% | -0.02% | — | |
| 28 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.57% | — | +4.05% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.03% | -4.80% | |
| 30 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-Other | 0.53% | +0.09% | +141.66% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.51% | +0.06% | -8.55% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | — | +0.15% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.49% | — | -10.16% | |
| 34 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.47% | -0.07% | +8.74% | |
| 35 | AFL | Aflac Inc | Stock-Financials | 0.43% | -0.02% | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | +0.01% | +0.91% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.08% | +0.01% | |
| 38 | IBHE | Ishares Ibonds 2025 H/y Inc | ETF-Other | 0.40% | — | +23.23% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.04% | — | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.36% | +0.03% | -2.69% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | — | +0.45% | |
| 42 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.35% | -0.02% | +0.39% | |
| 43 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.32% | -0.03% | -0.63% | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.29% | -0.01% | +1.39% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.02% | -0.94% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.25% | +0.03% | -9.85% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | -0.01% | +0.03% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.23% | +0.01% | +0.11% | |
| 49 | IBHJ | Ishrs Ibds 2030 Hy & Inc ETF | ETF-Other | 0.21% | +0.22% | +652.68% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.05% | +0.02% |
According to official SEC Form 13F filings, Lbmc Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.8B across 198 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, RSP, IWM) accounted for 40.4% of total reported equity market value during Q4 2024.
During Q4 2024, Lbmc Investment Advisors, LLC's top holdings by market value included IVV (20.5%)、RSP (18.5%)、IWM (12.4%). The largest single position, IVV, represented 20.5% of total portfolio value.
In Q4 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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