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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25434V724

Shares:26.5K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.3B)

ORACLE CORP

ORCL|68389X105

Shares:7.3K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.3B)

CHEVRON CORP

CVX|166764100

Shares:6.0K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.3B)

Mastercard Inc

MA|57636Q104

Shares:1.7K

Value:$951.7K

% of Portfolio:0.1% ($951.7K/$1.3B)

GENERAL ELECTRIC CO

GE|369604301

Shares:4.7K

Value:$939.6K

% of Portfolio:0.1% ($939.6K/$1.3B)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:25.0K

Value:$855.5K

% of Portfolio:0.1% ($855.5K/$1.3B)

SHOPIFY INC.

SHOP|82509L107

Shares:8.9K

Value:$854.5K

% of Portfolio:0.1% ($854.5K/$1.3B)

Walmart Inc.

WMT|931142103

Shares:9.2K

Value:$810.6K

% of Portfolio:0.1% ($810.6K/$1.3B)

BOEING CO

BA|097023105

Shares:4.7K

Value:$804.1K

% of Portfolio:0.1% ($804.1K/$1.3B)

H57312649

Shares:7.9K

Value:$802.9K

% of Portfolio:0.1% ($802.9K/$1.3B)

922908769

VTI|922908769

Shares:2.9K

Value:$795.3K

% of Portfolio:0.1% ($795.3K/$1.3B)

Merck & Co., Inc.

MRK|58933Y105

Shares:8.8K

Value:$788.6K

% of Portfolio:0.1% ($788.6K/$1.3B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:12.1K

Value:$748.3K

% of Portfolio:0.1% ($748.3K/$1.3B)

92204A702

VGT|92204A702

Shares:1.4K

Value:$736.7K

% of Portfolio:0.1% ($736.7K/$1.3B)

464287614

IWF|464287614

Shares:2.0K

Value:$735.9K

% of Portfolio:0.1% ($735.9K/$1.3B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:17.4K

Value:$725.8K

% of Portfolio:0.1% ($725.8K/$1.3B)

808524755

FNDF|808524755

Shares:19.7K

Value:$711.9K

% of Portfolio:0.1% ($711.9K/$1.3B)

464288687

Shares:22.9K

Value:$704.2K

% of Portfolio:0.1% ($704.2K/$1.3B)

921908844

VIG|921908844

Shares:3.6K

Value:$702.5K

% of Portfolio:0.1% ($702.5K/$1.3B)

CONOCOPHILLIPS

COP|20825C104

Shares:6.6K

Value:$692.1K

% of Portfolio:0.1% ($692.1K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V724)✕	26.5K	QoQ +0.16% (+45) YoY +0.71% (+189)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.3B)	QoQ +0.87% (+$9.5K) YoY +1.47% (+$15.9K)
ORACLE CORP(ORCLcusip68389X105)	7.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.3B)	QoQ -16.10% (-$194.9K) YoY +11.30% (+$103.1K)
CHEVRON CORP(CVXcusip166764100)	6.0K	QoQ +2.41% (+141) YoY +6.32% (+356)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.3B)	QoQ +18.28% (+$154.7K) YoY +12.76% (+$113.3K)
Mastercard Inc(MAcusip57636Q104)	1.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$951.7K	0.1% ($951.7K/$1.3B)	QoQ +4.09% (+$37.4K) YoY +13.81% (+$115.6K)
GENERAL ELECTRIC CO(GEcusip369604301)	4.7K	QoQ +2.71% (+124) YoY +31.48% (+1.1K)	All Managers (Combined)	$939.6K	0.1% ($939.6K/$1.3B)	QoQ +23.25% (+$177.3K) YoY +49.94% (+$313.0K)
Super Micro Computer, Inc.(SMCIcusip86800U302)	25.0K	QoQ +121.10% (+13.7K) YoY NEW(+25.0K)	All Managers (Combined)	$855.5K	0.1% ($855.5K/$1.3B)	QoQ +148.38% (+$511.1K) YoY NEW(+$855.5K)
SHOPIFY INC.(SHOPcusip82509L107)	8.9K	QoQ 0.00% (-0) YoY NEW(+8.9K)	All Managers (Combined)	$854.5K	0.1% ($854.5K/$1.3B)	QoQ -10.20% (-$97.1K) YoY NEW(+$854.5K)
Walmart Inc.(WMTcusip931142103)	9.2K	QoQ 0.00% (-0) YoY +11.09% (+922)	All Managers (Combined)	$810.6K	0.1% ($810.6K/$1.3B)	QoQ -2.82% (-$23.6K) YoY +62.08% (+$310.5K)
BOEING CO(BAcusip097023105)	4.7K	QoQ -2.86% (-139) YoY +35.80% (+1.2K)	All Managers (Combined)	$804.1K	0.1% ($804.1K/$1.3B)	QoQ -6.40% (-$55.0K) YoY +20.01% (+$134.1K)
(cusipH57312649)✕	7.9K	QoQ 0.00% (+0) YoY -2.13% (-173)	All Managers (Combined)	$802.9K	0.1% ($802.9K/$1.3B)	QoQ +24.72% (+$159.2K) YoY -6.88% (-$59.4K)
(VTIcusip922908769)	2.9K	QoQ +0.06% (-2) YoY +198.35% (+1.9K)	All Managers (Combined)	$795.3K	0.1% ($795.3K/$1.3B)	QoQ -5.12% (-$42.9K) YoY +215.53% (+$543.3K)
Merck & Co., Inc.(MRKcusip58933Y105)	8.8K	QoQ 0.00% (-0) YoY -1.12% (-100)	All Managers (Combined)	$788.6K	0.1% ($788.6K/$1.3B)	QoQ -9.77% (-$85.4K) YoY -32.73% (-$383.9K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	12.1K	QoQ -0.29% (-36) YoY +4.14% (+483)	All Managers (Combined)	$748.3K	0.1% ($748.3K/$1.3B)	QoQ +3.93% (-$28.4K) YoY +28.77% (+$167.2K)
(VGTcusip92204A702)	1.4K	QoQ +145.56% (+805) YoY +155.74% (+827)	All Managers (Combined)	$736.7K	0.1% ($736.7K/$1.3B)	QoQ +114.34% (+$393.0K) YoY +164.56% (+$458.3K)
(IWFcusip464287614)	2.0K	QoQ -0.63% (-13) YoY -26.63% (-740)	All Managers (Combined)	$735.9K	0.1% ($735.9K/$1.3B)	QoQ -10.65% (-$87.7K) YoY -21.40% (-$200.4K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	17.4K	QoQ -18.65% (-4.0K) YoY -21.83% (-4.9K)	All Managers (Combined)	$725.8K	0.1% ($725.8K/$1.3B)	QoQ -22.76% (-$214.0K) YoY -13.98% (-$118.0K)
(FNDFcusip808524755)	19.7K	QoQ -0.85% (-170) YoY -0.85% (-170)	All Managers (Combined)	$711.9K	0.1% ($711.9K/$1.3B)	QoQ +7.89% (-$52.1K) YoY +0.61% (-$4.4K)
(cusip464288687)✕	22.9K	QoQ 0.00% (-0) YoY -2.40% (-565)	All Managers (Combined)	$704.2K	0.1% ($704.2K/$1.3B)	QoQ -2.25% (-$16.3K) YoY -6.94% (-$52.6K)
(VIGcusip921908844)	3.6K	QoQ -1.33% (-49) YoY +40.07% (+1.0K)	All Managers (Combined)	$702.5K	0.1% ($702.5K/$1.3B)	QoQ -2.26% (-$16.3K) YoY +48.79% (+$230.4K)
CONOCOPHILLIPS(COPcusip20825C104)	6.6K	QoQ +8.65% (+525) YoY +13.56% (-787)	All Managers (Combined)	$692.1K	0.1% ($692.1K/$1.3B)	QoQ +15.07% (+$90.7K) YoY -6.30% (-$46.5K)