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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Lbmc-Investment-Advisors
Data Enrichment
72% identified145 identified56 unidentified
Holdings
201 positions • $1.3B total value
Manager:
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Page 4 of 11
78468R812
Shares:12.3K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.3B)
Shares:17.1K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.3B)
46438G661
Shares:67.9K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.3B)
78468R853
Shares:33.8K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.3B)
Shares:5.3K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.3B)
81369Y209
Shares:8.1K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.3B)
46435GAA0
Shares:46.8K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip78468R812)✕ | 12.3K | QoQ 0.00% (+0) | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$1.3B) | |
| 16.6K | QoQ +2.36% (+383)YoY +3.29% (+528) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.3B) | ||
| 17.1K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.3B) | |||
| 81.0K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.3B) | |||
(cusip46438G661)✕ | 67.9K | QoQ NEW(+67.9K) YoY NEW(+67.9K) | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.3B) | QoQ NEW(+$1.7M) YoY NEW(+$1.7M) |
| 6.8K | QoQ +0.81% (+55)YoY -4.50% (-320) | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.3B) | ||
ELI LILLY & Co(LLYcusip532457108) | 1.8K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.3B) | ||
| 62.9K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.3B) | |||
NVIDIA CORP(NVDAcusip67066G104) | 13.0K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.3B) | ||
| 1.5K | QoQ 0.00% (+0)YoY -9.19% (-150) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.3B) | ||
(cusip78468R853)✕ | 33.8K | QoQ 0.00% (-0) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.3B) | |
| 43.9K | QoQ -0.97% (-433)YoY -0.97% (-433) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.3B) | ||
Blackstone Inc.(BXcusip09260D107) | 9.7K | QoQ +0.02% (-2)YoY +0.08% (+8) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.3B) | |
| 5.3K | QoQ +0.16% (+9)YoY -1.75% (-95) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.3B) | ||
| 7.6K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.3B) | |||
Walt Disney Co(DIScusip254687106) | 12.8K | QoQ 0.00% (-1)YoY +0.01% (-2) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.3B) | |
| 14.5K | QoQ +0.04% (-6)YoY +0.21% (-31) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.3B) | ||
(cusip81369Y209)✕ | 8.1K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.3B) | ||
| 3.2K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.3B) | |||
(cusip46435GAA0)✕ | 46.8K | YoY NEW(+46.8K) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.3B) | YoY NEW(+$1.1M) |