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

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922908629

VO|922908629

Shares:44.4K

Value:$11.5M

% of Portfolio:0.9% ($11.5M/$1.3B)

46436E379

Shares:463.2K

Value:$10.8M

% of Portfolio:0.8% ($10.8M/$1.3B)

464289859

Shares:135.9K

Value:$10.4M

% of Portfolio:0.8% ($10.4M/$1.3B)

46435U283

Shares:372.1K

Value:$9.4M

% of Portfolio:0.7% ($9.4M/$1.3B)

46435U259

Shares:366.5K

Value:$9.4M

% of Portfolio:0.7% ($9.4M/$1.3B)

464287408

IVE|464287408

Shares:47.9K

Value:$9.1M

% of Portfolio:0.7% ($9.1M/$1.3B)

922908553

VNQ|922908553

Shares:93.4K

Value:$8.5M

% of Portfolio:0.7% ($8.5M/$1.3B)

46435U325

Shares:320.7K

Value:$8.1M

% of Portfolio:0.6% ($8.1M/$1.3B)

46435U432

Shares:274.6K

Value:$7.3M

% of Portfolio:0.6% ($7.3M/$1.3B)

46434G103

IEMG|46434G103

Shares:119.3K

Value:$6.4M

% of Portfolio:0.5% ($6.4M/$1.3B)

922042858

VWO|922042858

Shares:137.9K

Value:$6.2M

% of Portfolio:0.5% ($6.2M/$1.3B)

46436E122

Shares:237.6K

Value:$6.2M

% of Portfolio:0.5% ($6.2M/$1.3B)

AMAZON COM INC

AMZN|023135106

Shares:32.2K

Value:$6.1M

% of Portfolio:0.5% ($6.1M/$1.3B)

MICROSOFT CORP

MSFT|594918104

Shares:16.0K

Value:$6.0M

% of Portfolio:0.5% ($6.0M/$1.3B)

AFLAC INC

AFL|001055102

Shares:52.7K

Value:$5.9M

% of Portfolio:0.5% ($5.9M/$1.3B)

46435U168

Shares:247.7K

Value:$5.8M

% of Portfolio:0.4% ($5.8M/$1.3B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:10.4K

Value:$5.6M

% of Portfolio:0.4% ($5.6M/$1.3B)

464287507

IJH|464287507

Shares:85.0K

Value:$5.0M

% of Portfolio:0.4% ($5.0M/$1.3B)

464287234

EEM|464287234

Shares:103.1K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.3B)

Alphabet Inc.

GOOG|02079K107

Shares:28.7K

Value:$4.5M

% of Portfolio:0.3% ($4.5M/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOcusip922908629)	44.4K	QoQ -0.20% (-91) YoY -2.74% (-1.3K)	All Managers (Combined)	$11.5M	0.9% ($11.5M/$1.3B)	QoQ -2.28% (-$268.8K) YoY +0.66% (-$75.5K)
(cusip46436E379)✕	463.2K	QoQ +61.34% (+176.1K) YoY NEW(+463.2K)	All Managers (Combined)	$10.8M	0.8% ($10.8M/$1.3B)	QoQ +59.76% (+$4.0M) YoY NEW(+$10.8M)
(cusip464289859)✕	135.9K	QoQ -1.25% (-1.7K) YoY -2.65% (-3.7K)	All Managers (Combined)	$10.4M	0.8% ($10.4M/$1.3B)	QoQ -1.39% (-$147.4K) YoY +1.37% (-$141.2K)
(cusip46435U283)✕	372.1K	QoQ +25.17% (+74.9K) YoY +136.74% (+214.9K)	All Managers (Combined)	$9.4M	0.7% ($9.4M/$1.3B)	QoQ +25.87% (+$1.9M) YoY +137.77% (+$5.5M)
(cusip46435U259)✕	366.5K	QoQ +11.12% (+36.7K) YoY +96.38% (+179.9K)	All Managers (Combined)	$9.4M	0.7% ($9.4M/$1.3B)	QoQ +11.56% (+$970.9K) YoY +98.01% (+$4.6M)
(IVEcusip464287408)	47.9K	QoQ -5.30% (-2.7K) YoY -13.09% (-7.2K)	All Managers (Combined)	$9.1M	0.7% ($9.1M/$1.3B)	QoQ -5.45% (-$527.2K) YoY -11.34% (-$1.2M)
(VNQcusip922908553)	93.4K	QoQ -0.05% (-56) YoY +3.84% (+3.5K)	All Managers (Combined)	$8.5M	0.7% ($8.5M/$1.3B)	QoQ +1.57% (-$131.3K) YoY +8.71% (+$677.8K)
(cusip46435U325)✕	320.7K	QoQ +36.43% (+85.6K) YoY +223.59% (+221.6K)	All Managers (Combined)	$8.1M	0.6% ($8.1M/$1.3B)	QoQ +37.03% (+$2.2M) YoY +223.84% (+$5.6M)
(cusip46435U432)✕	274.6K	QoQ +1.79% (+4.8K) YoY +41.62% (+80.7K)	All Managers (Combined)	$7.3M	0.6% ($7.3M/$1.3B)	QoQ +2.31% (+$166.0K) YoY +43.17% (+$2.2M)
(IEMGcusip46434G103)	119.3K	QoQ -3.94% (-4.9K) YoY -14.13% (-19.6K)	All Managers (Combined)	$6.4M	0.5% ($6.4M/$1.3B)	QoQ -0.72% (-$47.3K) YoY -10.18% (-$730.2K)
(VWOcusip922042858)	137.9K	QoQ -2.00% (-2.8K) YoY -26.13% (-48.8K)	All Managers (Combined)	$6.2M	0.5% ($6.2M/$1.3B)	QoQ +0.71% (-$44.0K) YoY -19.96% (-$1.6M)
(cusip46436E122)✕	237.6K	QoQ +137.00% (+137.4K) YoY NEW(+237.6K)	All Managers (Combined)	$6.2M	0.5% ($6.2M/$1.3B)	QoQ +137.51% (+$3.6M) YoY NEW(+$6.2M)
AMAZON COM INC(AMZNcusip023135106)	32.2K	QoQ +1.57% (-500) YoY +89.43% (+15.2K)	All Managers (Combined)	$6.1M	0.5% ($6.1M/$1.3B)	QoQ -11.90% (-$828.1K) YoY +99.81% (+$3.1M)
MICROSOFT CORP(MSFTcusip594918104)	16.0K	QoQ +5.62% (-853) YoY +24.77% (+3.2K)	All Managers (Combined)	$6.0M	0.5% ($6.0M/$1.3B)	QoQ -5.92% (-$378.4K) YoY +11.32% (+$611.4K)
AFLAC INC(AFLcusip001055102)	52.7K	QoQ -0.47% (-250) YoY -0.47% (-250)	All Managers (Combined)	$5.9M	0.5% ($5.9M/$1.3B)	QoQ +6.98% (-$382.2K) YoY +28.88% (-$1.3M)
(cusip46435U168)✕	247.7K	QoQ +13.55% (+29.6K) YoY +121.93% (+136.1K)	All Managers (Combined)	$5.8M	0.4% ($5.8M/$1.3B)	QoQ +13.74% (+$695.7K) YoY +120.60% (+$3.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	10.4K	QoQ +2.40% (+245) YoY +2.40% (+245)	All Managers (Combined)	$5.6M	0.4% ($5.6M/$1.3B)	QoQ +20.31% (+$939.4K) YoY +29.68% (+$1.3M)
(IJHcusip464287507)	85.0K	QoQ -1.97% (-1.7K) YoY -20.35% (-21.7K)	All Managers (Combined)	$5.0M	0.4% ($5.0M/$1.3B)	QoQ -8.20% (-$443.4K) YoY -23.48% (-$1.5M)
(EEMcusip464287234)	103.1K	QoQ -5.50% (-6.0K) YoY -22.91% (-30.7K)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.3B)	QoQ -1.25% (-$57.2K) YoY -17.99% (-$989.1K)
Alphabet Inc.(GOOGcusip02079K107)	28.7K	QoQ +1.43% (-404) YoY +63.71% (+11.2K)	All Managers (Combined)	$4.5M	0.3% ($4.5M/$1.3B)	QoQ -16.79% (-$903.3K) YoY +67.98% (+$1.8M)