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Size ($ in 1000's)
At 03/31/2024: $1,153,272
At 12/31/2023: $1,051,935
Lbmc Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lbmc Investment Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Lbmc Investment Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Lbmc Investment Advisors LLC.
In the Lbmc Investment Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Lbmc Investment Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Lbmc Investment Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| Ishares TRUST S&P 500 (IVV) |
449,532 |
-9,200 |
$236,332 | | IVV | 449,532 | -9,200 | $236,332 | | Invesco S&P 500 Eql Wgt |
1,340,113 |
+14,686 |
$226,975 | | RSP | 1,340,113 | +14,686 | $226,975 | | Ishares Russell 2000 (IWM) |
706,274 |
+4,669 |
$148,529 | | IWM | 706,274 | +4,669 | $148,529 | | Ishares Msci ETF High Dividend Equity Fund (HDV) |
479,389 |
-1,355 |
$52,833 | | HDV | 479,389 | -1,355 | $52,833 | | Ishares Tr MSCI EAFE Fd (EFA) |
516,683 |
-14,348 |
$41,262 | | EFA | 516,683 | -14,348 | $41,262 | | Ishares Core Msci Eafe (IEFA) |
533,322 |
-5,149 |
$39,583 | | IEFA | 533,322 | -5,149 | $39,583 | | Ishares Tr Dow Jones Select Divid Index (DVY) |
236,923 |
-3,273 |
$29,184 | | DVY | 236,923 | -3,273 | $29,184 | | Vanguard Europe Pac Etf (VEA) |
489,594 |
-5 |
$24,563 | | VEA | 489,594 | -5 | $24,563 | | Ishares Cohen Steers REIT (ICF) |
338,595 |
-5,878 |
$19,537 | | ICF | 338,595 | -5,878 | $19,537 | | Ishares Tr S&P Smallcap (IJR) |
149,830 |
+2,343 |
$16,559 | | IJR | 149,830 | +2,343 | $16,559 | | Hca The Healthcare Co |
46,363 |
UNCH |
$15,463 | | HCA | 46,363 | UNCH | $15,463 | | Vanguard High Div ETF (VYM) |
117,621 |
-75 |
$14,231 | | VYM | 117,621 | -75 | $14,231 | | Vanguard S&P 500 Etf (VOO) |
28,024 |
-873 |
$13,471 | | VOO | 28,024 | -873 | $13,471 | | Vanguard Russell 2000 (VTWO) |
154,949 |
+76 |
$13,180 | | VTWO | 154,949 | +76 | $13,180 | | Ishares Tr S&P 500 Barra Growth Index (IVW) |
143,138 |
+7,210 |
$12,087 | | IVW | 143,138 | +7,210 | $12,087 | | Vanguard Mid Cap (VO) |
45,689 |
-1,601 |
$11,416 | | VO | 45,689 | -1,601 | $11,416 | | Ishares Tr S&P 500 Value Index Fd (IVE) |
55,159 |
+561 |
$10,304 | | IVE | 55,159 | +561 | $10,304 | | Ishares Tr S&P Aggressive (AOA) |
139,630 |
-879 |
$10,257 | | AOA | 139,630 | -879 | $10,257 | | Ishares Tr Dj US Utils (IDU) |
118,470 |
-1,183 |
$10,013 | | IDU | 118,470 | -1,183 | $10,013 | | Apple Computer Inc |
50,997 |
+837 |
$8,745 | | AAPL | 50,997 | +837 | $8,745 | | Vanguard Emerging Market (VWO) |
186,678 |
-1,798 |
$7,798 | | VWO | 186,678 | -1,798 | $7,798 | | Vanguard REIT (VNQ) |
89,917 |
-2,055 |
$7,776 | | VNQ | 89,917 | -2,055 | $7,776 | | Ishares Core Msci (IEMG) |
138,897 |
-4,124 |
$7,167 | | IEMG | 138,897 | -4,124 | $7,167 | | Ishares Tr S&P Midcap (IJH) |
106,700 |
+86,344 |
$6,481 | | IJH | 106,700 | +86,344 | $6,481 | | Ishares MSCI Emrg Mkt Fd (EEM) |
133,792 |
-2,891 |
$5,496 | | EEM | 133,792 | -2,891 | $5,496 | | S P D R TRUST Unit SR |
10,498 |
+49 |
$5,491 | | SPY | 10,498 | +49 | $5,491 | | Microsoft Corp |
12,829 |
+584 |
$5,398 | | MSFT | 12,829 | +584 | $5,398 | | Smith A O |
58,935 |
+23 |
$5,272 | | AOS | 58,935 | +23 | $5,272 | | iShares iBonds Dec 2025 Term Muni Bd ETF (IBMN) |
193,860 |
+91,189 |
$5,130 | | IBMN | 193,860 | +91,189 | $5,130 | | iShares iBonds Dec 2026 Term Muni Bd ETF (IBMO) |
186,620 |
+109,420 |
$4,731 | | IBMO | 186,620 | +109,420 | $4,731 | | A F L A C Inc |
52,905 |
-1,645 |
$4,542 | | AFL | 52,905 | -1,645 | $4,542 | | Ishares Tr S&P Allocation Fd (AOR) |
79,982 |
-414 |
$4,453 | | AOR | 79,982 | -414 | $4,453 |  Berkshire Hathaway Cl B |
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$4,290 | | BRK.B | 10,201 | -55 | $4,290 | | iShares iBonds Dec 2027 Term Muni Bd ETF (IBMP) |
157,191 |
+118,481 |
$3,956 | | IBMP | 157,191 | +118,481 | $3,956 | | SPDR Portfolio Developed Wld ex US ETF (SPDW) |
106,609 |
+45,952 |
$3,821 | | SPDW | 106,609 | +45,952 | $3,821 | | SPDR Portfolio S&P 600 Sm Cap ETF (SPSM) |
84,395 |
+4,840 |
$3,632 | | SPSM | 84,395 | +4,840 | $3,632 | | Amazon Com Inc |
16,994 |
-70 |
$3,065 | | AMZN | 16,994 | -70 | $3,065 | | Nasdaq 100 Shares (QQQ) |
6,527 |
+982 |
$2,898 | | QQQ | 6,527 | +982 | $2,898 | | Home Depot Inc |
6,992 |
+1,502 |
$2,682 | | HD | 6,992 | +1,502 | $2,682 | | Google Inc Class C |
17,501 |
+3,460 |
$2,665 | | GOOG | 17,501 | +3,460 | $2,665 | | iShares iBonds 2025 Term HY and Inc ETF (IBHE) |
111,609 |
+97,291 |
$2,609 | | IBHE | 111,609 | +97,291 | $2,609 | | iShares iBonds Dec 2024 Term Muni Bond (IBMM) |
97,824 |
+13,740 |
$2,539 | | IBMM | 97,824 | +13,740 | $2,539 | | iShares iBonds Dec 2028 Term Muni Bd ETF (IBMQ) |
99,107 |
+99,107 |
$2,504 | | IBMQ | 99,107 | +99,107 | $2,504 | | ISHS IBND 2027 TRM HGH YLD INCM ETF (IBHG) |
109,154 |
+109,154 |
$2,430 | | IBHG | 109,154 | +109,154 | $2,430 | | ISHARES IBND 2026 TRM HG YD INCM ETF (IBHF) |
105,130 |
+105,130 |
$2,424 | | IBHF | 105,130 | +105,130 | $2,424 | | Spdr S&P 500 Growth Etf (SPYG) |
33,063 |
+28 |
$2,419 | | SPYG | 33,063 | +28 | $2,419 | | Gorman Rupp Co Com |
61,116 |
UNCH |
$2,417 | | GRC | 61,116 | UNCH | $2,417 | | Exxon Mobil Corporation |
20,516 |
-1,207 |
$2,385 | | XOM | 20,516 | -1,207 | $2,385 | | Coca Cola Company |
38,370 |
UNCH |
$2,348 | | KO | 38,370 | UNCH | $2,348 | | Google Inc Cl A |
13,331 |
UNCH |
$2,012 | | GOOGL | 13,331 | UNCH | $2,012 |
See Full List: All Stocks Held By Lbmc Investment Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Lbmc Investment Advisors LLC
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