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CIK: 0001536924
Total reported value
$1.8B
$1.8B
201 檔
38.8%
During the Q1 2025 filing period, Lbmc Investment Advisors, LLC (CIK: 0001536924) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.8B across 201 reported positions.
In Q1 2025, Lbmc Investment Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 201 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 19.22% | +0.13% | -1.15% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 18.02% | -0.28% | -0.88% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 11.07% | +0.78% | -0.66% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-Other | 4.33% | -0.36% | -1.37% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.35% | -0.03% | +0.92% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.20% | -0.15% | -0.69% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.43% | -0.17% | -1.15% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.59% | -0.01% | +0.43% | |
| 9 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 1.53% | -0.02% | +95.27% | |
| 10 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 1.50% | -0.06% | +58.60% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.42% | — | +0.56% | |
| 12 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 1.37% | -0.14% | +75.70% | |
| 13 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 1.22% | -0.03% | -6.95% | |
| 14 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.22% | -0.34% | +0.00% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.17% | +0.16% | -6.67% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.12% | +0.01% | +5.06% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | +0.02% | -1.98% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.97% | +0.03% | -5.75% | |
| 19 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.94% | +0.07% | +0.03% | |
| 20 | IDU | Ishares US Utilities ETF | ETF-Other | 0.90% | -0.09% | +0.17% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.90% | — | -0.20% | |
| 22 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-Other | 0.84% | +0.09% | +61.35% | |
| 23 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.81% | -0.02% | -1.26% | |
| 24 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.74% | -0.07% | +25.18% | |
| 25 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.73% | -0.10% | +11.13% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.71% | -0.03% | -5.31% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.66% | -0.03% | -0.06% | |
| 28 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.63% | -0.07% | +36.44% | |
| 29 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.57% | — | +1.80% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.50% | +0.06% | -3.95% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.49% | — | -2.00% | |
| 32 | IBHJ | Ishrs Ibds 2030 Hy & Inc ETF | ETF-Other | 0.48% | +0.22% | +137.00% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.03% | +1.58% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | — | +5.63% | |
| 35 | AFL | Aflac Inc | Stock-Financials | 0.46% | -0.02% | -0.47% | |
| 36 | IBHE | Ishares Ibonds 2025 H/y Inc | ETF-Other | 0.45% | — | +13.55% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.04% | +2.40% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.39% | +0.01% | -1.98% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.35% | +0.03% | -5.50% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.08% | +1.43% | |
| 41 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.34% | -0.02% | -3.12% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | — | -5.12% | |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.30% | -0.01% | -1.93% | |
| 44 | AON | Aon plc | Stock-Financials | 0.29% | -0.02% | -54.74% | |
| 45 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.27% | -0.03% | -9.70% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.02% | +6.11% | |
| 47 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.26% | +0.02% | — | |
| 48 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.23% | +0.01% | +77.21% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.23% | +0.03% | +1.59% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.23% | -0.06% | +33.72% |
According to official SEC Form 13F filings, Lbmc Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.8B across 201 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, RSP, IWM) accounted for 38.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $245.9M
During Q1 2025, Lbmc Investment Advisors, LLC's top holdings by market value included IVV (19.2%)、RSP (18.0%)、IWM (11.1%). The largest single position, IVV, represented 19.2% of total portfolio value.
In Q1 2025, Lbmc Investment Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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