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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78464A508

SPYV|78464A508

Shares:13.4K

Value:$684.9K

% of Portfolio:0.1% ($684.9K/$1.3B)

46438F101

Shares:14.0K

Value:$655.1K

% of Portfolio:0.1% ($655.1K/$1.3B)

AbbVie Inc.

ABBV|00287Y109

Shares:3.1K

Value:$643.6K

% of Portfolio:0.1% ($643.6K/$1.3B)

Snowflake Inc.

SNOW|833445109

Shares:4.3K

Value:$632.6K

% of Portfolio:0.0% ($632.6K/$1.3B)

89845Y107

Shares:8.3K

Value:$617.1K

% of Portfolio:0.0% ($617.1K/$1.3B)

Philip Morris International Inc.

PM|718172109

Shares:3.8K

Value:$605.1K

% of Portfolio:0.0% ($605.1K/$1.3B)

808524763

FNDA|808524763

Shares:21.9K

Value:$598.6K

% of Portfolio:0.0% ($598.6K/$1.3B)

PEPSICO INC

PEP|713448108

Shares:4.0K

Value:$593.7K

% of Portfolio:0.0% ($593.7K/$1.3B)

78433H204

Shares:20.8K

Value:$590.3K

% of Portfolio:0.0% ($590.3K/$1.3B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:5.7K

Value:$584.7K

% of Portfolio:0.0% ($584.7K/$1.3B)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:3.3K

Value:$580.5K

% of Portfolio:0.0% ($580.5K/$1.3B)

921937827

BSV|921937827

Shares:7.4K

Value:$579.1K

% of Portfolio:0.0% ($579.1K/$1.3B)

MCDONALDS CORP

MCD|580135101

Shares:1.8K

Value:$560.9K

% of Portfolio:0.0% ($560.9K/$1.3B)

315948109

Shares:7.7K

Value:$557.4K

% of Portfolio:0.0% ($557.4K/$1.3B)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:1.3K

Value:$543.3K

% of Portfolio:0.0% ($543.3K/$1.3B)

464288448

Shares:17.3K

Value:$538.1K

% of Portfolio:0.0% ($538.1K/$1.3B)

808524805

SCHF|808524805

Shares:26.5K

Value:$524.1K

% of Portfolio:0.0% ($524.1K/$1.3B)

RTX Corp

RTX|75513E101

Shares:3.8K

Value:$504.7K

% of Portfolio:0.0% ($504.7K/$1.3B)

K72807140

Shares:7.3K

Value:$493.8K

% of Portfolio:0.0% ($493.8K/$1.3B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:6.8K

Value:$488.0K

% of Portfolio:0.0% ($488.0K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPYVcusip78464A508)	13.4K	QoQ +0.33% (+45) YoY -11.61% (-1.8K)	All Managers (Combined)	$684.9K	0.1% ($684.9K/$1.3B)	QoQ +0.19% (+$1.4K) YoY -9.90% (-$75.3K)
(cusip46438F101)✕	14.0K	QoQ +3.47% (-470) YoY NEW(+14.0K)	All Managers (Combined)	$655.1K	0.1% ($655.1K/$1.3B)	QoQ -8.69% (-$62.4K) YoY NEW(+$655.1K)
AbbVie Inc.(ABBVcusip00287Y109)	3.1K	QoQ +6.07% (+176) YoY +6.15% (+178)	All Managers (Combined)	$643.6K	0.1% ($643.6K/$1.3B)	QoQ +25.05% (+$129.0K) YoY +22.12% (+$116.6K)
Snowflake Inc.(SNOWcusip833445109)	4.3K	QoQ +36.96% (+1.2K) YoY NEW(+4.3K)	All Managers (Combined)	$632.6K	0.0% ($632.6K/$1.3B)	QoQ +29.64% (+$144.6K) YoY NEW(+$632.6K)
(cusip89845Y107)✕	8.3K	QoQ +13.78% (+1.0K) YoY +13.78% (+1.0K)	All Managers (Combined)	$617.1K	0.0% ($617.1K/$1.3B)	QoQ +13.78% (+$74.7K) YoY +33.64% (+$155.4K)
Philip Morris International Inc.(PMcusip718172109)	3.8K	QoQ +0.05% (+2) YoY +1.46% (+55)	All Managers (Combined)	$605.1K	0.0% ($605.1K/$1.3B)	QoQ +31.97% (+$146.6K) YoY +75.79% (+$260.9K)
(FNDAcusip808524763)	21.9K	QoQ -18.00% (-4.8K) YoY +63.99% (-8.5K)	All Managers (Combined)	$598.6K	0.0% ($598.6K/$1.3B)	QoQ -24.37% (-$193.0K) YoY -21.23% (-$161.4K)
PEPSICO INC(PEPcusip713448108)	4.0K	QoQ +0.55% (-22) YoY -0.97% (-39)	All Managers (Combined)	$593.7K	0.0% ($593.7K/$1.3B)	QoQ -0.85% (-$5.1K) YoY -15.16% (-$106.1K)
(cusip78433H204)✕	20.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$590.3K	0.0% ($590.3K/$1.3B)	QoQ -1.54% (-$9.3K) YoY +2.28% (+$13.2K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	5.7K	QoQ 0.00% (-0) YoY +37.59% (-1.6K)	All Managers (Combined)	$584.7K	0.0% ($584.7K/$1.3B)	QoQ -14.94% (-$102.7K) YoY -21.67% (-$161.8K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	3.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$580.5K	0.0% ($580.5K/$1.3B)	QoQ -8.85% (-$56.4K) YoY +8.76% (+$46.8K)
(BSVcusip921937827)	7.4K	QoQ -3.57% (-274) YoY -24.28% (-2.4K)	All Managers (Combined)	$579.1K	0.0% ($579.1K/$1.3B)	QoQ -2.31% (-$13.7K) YoY -22.68% (-$169.9K)
MCDONALDS CORP(MCDcusip580135101)	1.8K	QoQ +0.11% (+2) YoY +24.03% (+348)	All Managers (Combined)	$560.9K	0.0% ($560.9K/$1.3B)	QoQ +7.84% (+$40.8K) YoY +37.43% (+$152.8K)
(cusip315948109)✕	7.7K	QoQ 0.00% (-0) YoY NEW(+7.7K)	All Managers (Combined)	$557.4K	0.0% ($557.4K/$1.3B)	QoQ -11.77% (-$74.4K) YoY NEW(+$557.4K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	1.3K	QoQ 0.00% (-0) YoY +38.39% (+359)	All Managers (Combined)	$543.3K	0.0% ($543.3K/$1.3B)	QoQ -1.29% (-$7.1K) YoY +46.14% (+$171.5K)
(cusip464288448)✕	17.3K	QoQ -8.34% (-1.6K) YoY -17.88% (-3.8K)	All Managers (Combined)	$538.1K	0.0% ($538.1K/$1.3B)	QoQ +3.83% (-$19.9K) YoY -9.15% (-$54.2K)
(SCHFcusip808524805)	26.5K	QoQ -0.68% (-182) YoY +98.63% (+13.2K)	All Managers (Combined)	$524.1K	0.0% ($524.1K/$1.3B)	QoQ +6.18% (-$30.5K) YoY +0.69% (+$3.6K)
RTX Corp(RTXcusip75513E101)	3.8K	QoQ +3.02% (+112) YoY -24.41% (-1.2K)	All Managers (Combined)	$504.7K	0.0% ($504.7K/$1.3B)	QoQ +17.90% (+$76.6K) YoY +2.64% (-$13.0K)
(cusipK72807140)✕	7.3K	QoQ -28.99% (-3.0K) YoY NEW(+7.3K)	All Managers (Combined)	$493.8K	0.0% ($493.8K/$1.3B)	QoQ -43.69% (-$383.2K) YoY NEW(+$493.8K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	6.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$488.0K	0.0% ($488.0K/$1.3B)	QoQ +2.20% (+$10.5K) YoY +23.86% (+$94.0K)