Lbmc-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RF",
  "SMCI",
  "SNOW",
  "MU",
  "FNDF",
  "FNDA",
  null,
  "ABT",
  "ABBV",
  "MAIN",
  "GOOGL",
  "AXP",
  null,
  "T",
  "CAT",
  "AVGO",
  "HRB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DUK",
  null,
  null,
  "FITB",
  "APLD",
  "HON",
  "HD",
  "MCD",
  null,
  null,
  null,
  "META",
  null,
  "IVW",
  "IJH",
  "ICF",
  null,
  "MA",
  "MSFT",
  "GE",
  null,
  null,
  "BX",
  "IJR",
  "ORCL",
  null,
  "EEM",
  "IWF",
  "PYPL",
  "PEP",
  "PNC",
  "IEMG",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PRU",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "MDB",
  "FNDX",
  null,
  "IEFA",
  "RY",
  null,
  "SCHX",
  "SHOP",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  null,
  null,
  "SPYG",
  "SPLG",
  "IBM",
  "SNPS",
  "TXN",
  "TFC",
  "UAL",
  "VNQ",
  "VO",
  "PNFP",
  "RCL",
  "SCHW",
  null,
  "VWO",
  null,
  null,
  null,
  "CSWC",
  "VIG",
  null,
  "SMBK",
  null,
  "GRC",
  null,
  "VYM",
  "DD",
  "TT",
  "ATO",
  "ALGN",
  "AON",
  "GM",
  "AFL",
  "AMD",
  "SDY",
  "F",
  "IWR",
  "IIIV",
  "AOS",
  null,
  "AMZN",
  "IVE",
  "HCA",
  "LUV",
  null,
  null,
  "VGT",
  "USB",
  "VEA",
  "VTWO",
  "BSV",
  "VT",
  "VOO",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  "ET",
  "DVY",
  "SCHF",
  "SCHA",
  null,
  "SO",
  "PSX",
  "CRM",
  "RVTY",
  "DIA",
  null,
  null,
  "GEV",
  "MCK",
  "SPYV",
  "FDX",
  "BAC",
  "BRK-B",
  "BA",
  "BMY",
  "CCL",
  "CVX",
  "CSCO",
  "CHCO",
  "KO",
  "COP",
  "COST",
  "CTVA",
  "DE",
  null,
  "RSP",
  null,
  "EFA",
  "ADI",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "VTI",
  "JPM",
  null
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 201
Total Value: 1279709239
Accession Number: 0001214659-25-005648
Form Type: 13F-HR
CIK: lbmc-investment-advisors
Manager Name: Lbmc-Investment-Advisors

Data Enrichment

72% identified

145 identified56 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

201 positions • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 11

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Energy Transfer LP

ET|29273V100

Shares:13.3K

Value:$248.1K

% of Portfolio:0.0% ($248.1K/$1.3B)

DEERE & CO

DE|244199105

Shares:510

Value:$239.4K

% of Portfolio:0.0% ($239.4K/$1.3B)

SPDR GOLD TRUST

GLD|78463V107

Shares:815

Value:$234.8K

% of Portfolio:0.0% ($234.8K/$1.3B)

46436E833

Shares:10.6K

Value:$234.8K

% of Portfolio:0.0% ($234.8K/$1.3B)

464285204

Shares:3.9K

Value:$228.6K

% of Portfolio:0.0% ($228.6K/$1.3B)

808524854

Shares:9.2K

Value:$228.4K

% of Portfolio:0.0% ($228.4K/$1.3B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:3.5K

Value:$228.4K

% of Portfolio:0.0% ($228.4K/$1.3B)

REVVITY, INC.

RVTY|714046109

Shares:2.1K

Value:$225.7K

% of Portfolio:0.0% ($225.7K/$1.3B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.2K

Value:$223.0K

% of Portfolio:0.0% ($223.0K/$1.3B)

INTEL CORP

INTC|458140100

Shares:9.6K

Value:$218.1K

% of Portfolio:0.0% ($218.1K/$1.3B)

SOUTHWEST AIRLINES CO

LUV|844741108

Shares:6.4K

Value:$216.2K

% of Portfolio:0.0% ($216.2K/$1.3B)

CARNIVAL CORP

CCL|143658300

Shares:10.7K

Value:$209.2K

% of Portfolio:0.0% ($209.2K/$1.3B)

808524870

Shares:7.5K

Value:$202.1K

% of Portfolio:0.0% ($202.1K/$1.3B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:750

Value:$201.8K

% of Portfolio:0.0% ($201.8K/$1.3B)

FORD MOTOR CO

F|345370860

Shares:13.7K

Value:$137.4K

% of Portfolio:0.0% ($137.4K/$1.3B)

Applied Digital Corp.

APLD|038169207

Shares:11.9K

Value:$67.0K

% of Portfolio:0.0% ($67.0K/$1.3B)

439587103

Shares:20.6K

Value:$6.4K

% of Portfolio:0.0% ($6.4K/$1.3B)

04943J100

Shares:10.0K

Value:$2.7K

% of Portfolio:0.0% ($2.7K/$1.3B)

74373P108

Shares:20.0K

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$1.3B)

45110Q104

Shares:100.0K

Value:$10

% of Portfolio:0.0% ($10/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Energy Transfer LP(ETcusip29273V100)	13.3K	QoQ NEW(+13.3K) YoY NEW(+13.3K)	All Managers (Combined)	$248.1K	0.0% ($248.1K/$1.3B)	QoQ NEW(+$248.1K) YoY NEW(+$248.1K)
DEERE & CO(DEcusip244199105)	510	QoQ 0.00% (+0) YoY NEW(+510)	All Managers (Combined)	$239.4K	0.0% ($239.4K/$1.3B)	QoQ +10.77% (+$23.3K) YoY NEW(+$239.4K)
SPDR GOLD TRUST(GLDcusip78463V107)	815	QoQ NEW(+815) YoY NEW(+815)	All Managers (Combined)	$234.8K	0.0% ($234.8K/$1.3B)	QoQ NEW(+$234.8K) YoY NEW(+$234.8K)
(cusip46436E833)✕	10.6K	QoQ +0.25% (+27) YoY NEW(+10.6K)	All Managers (Combined)	$234.8K	0.0% ($234.8K/$1.3B)	QoQ +1.83% (+$4.2K) YoY NEW(+$234.8K)
(cusip464285204)✕	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$228.6K	0.0% ($228.6K/$1.3B)	QoQ NEW(+$228.6K) YoY NEW(+$228.6K)
(cusip808524854)✕	9.2K	QoQ -1.41% (-132) YoY +97.16% (-4.5K)	All Managers (Combined)	$228.4K	0.0% ($228.4K/$1.3B)	QoQ +0.89% (-$2.0K) YoY -0.06% (-$159)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	3.5K	QoQ 0.00% (-0) YoY NEW(+3.5K)	All Managers (Combined)	$228.4K	0.0% ($228.4K/$1.3B)	QoQ -23.55% (-$70.3K) YoY NEW(+$228.4K)
REVVITY, INC.(RVTYcusip714046109)	2.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$225.7K	0.0% ($225.7K/$1.3B)	QoQ -5.20% (-$12.4K) YoY +0.76% (+$1.7K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$223.0K	0.0% ($223.0K/$1.3B)	QoQ -4.16% (-$9.7K) YoY +3.15% (+$6.8K)
INTEL CORP(INTCcusip458140100)	9.6K	QoQ NEW(+9.6K) YoY -6.17% (-632)	All Managers (Combined)	$218.1K	0.0% ($218.1K/$1.3B)	QoQ NEW(+$218.1K) YoY -51.76% (-$234.0K)
SOUTHWEST AIRLINES CO(LUVcusip844741108)	6.4K	QoQ +0.28% (+18) YoY NEW(+6.4K)	All Managers (Combined)	$216.2K	0.0% ($216.2K/$1.3B)	QoQ +0.15% (+$325) YoY NEW(+$216.2K)
CARNIVAL CORP(CCLcusip143658300)	10.7K	QoQ 0.00% (-0) YoY +1.03% (+110)	All Managers (Combined)	$209.2K	0.0% ($209.2K/$1.3B)	QoQ -21.62% (-$57.7K) YoY +20.76% (+$36.0K)
(cusip808524870)✕	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$202.1K	0.0% ($202.1K/$1.3B)	QoQ NEW(+$202.1K) YoY NEW(+$202.1K)
AMERICAN EXPRESS CO(AXPcusip025816109)	750	QoQ 0.00% (-0) YoY NEW(+750)	All Managers (Combined)	$201.8K	0.0% ($201.8K/$1.3B)	QoQ -9.34% (-$20.8K) YoY NEW(+$201.8K)
FORD MOTOR CO(Fcusip345370860)	13.7K	QoQ +4.99% (+652) YoY +3.06% (-407)	All Managers (Combined)	$137.4K	0.0% ($137.4K/$1.3B)	QoQ +6.37% (+$8.2K) YoY -22.15% (-$39.1K)
Applied Digital Corp.(APLDcusip038169207)	11.9K	QoQ NEW(+11.9K) YoY NEW(+11.9K)	All Managers (Combined)	$67.0K	0.0% ($67.0K/$1.3B)	QoQ NEW(+$67.0K) YoY NEW(+$67.0K)
(cusip439587103)✕	20.6K	QoQ NEW(+20.6K) YoY NEW(+20.6K)	All Managers (Combined)	$6.4K	0.0% ($6.4K/$1.3B)	QoQ NEW(+$6.4K) YoY NEW(+$6.4K)
(cusip04943J100)✕	10.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.7K	0.0% ($2.7K/$1.3B)	QoQ -35.98% (-$1.5K) YoY -50.09% (-$2.8K)
(cusip74373P108)✕	20.0K	QoQ 0.00% (-0) YoY -9.09% (-2.0K)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$1.3B)	QoQ -16.73% (-$402) YoY -50.29% (-$2.0K)
(cusip45110Q104)✕	100.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$10	0.0% ($10/$1.3B)	QoQ -66.66% (-$20) YoY -75.00% (-$30)