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
Manager:
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Page 6 of 11
46438F101
Shares:14.0K
Value:$655.1K
89845Y107
Shares:8.3K
Value:$617.1K
78433H204
Shares:20.8K
Value:$590.3K
315948109
Shares:7.7K
Value:$557.4K
464288448
Shares:17.3K
Value:$538.1K
K72807140
Shares:7.3K
Value:$493.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
13.4K | All Managers (Combined) | $684.9K | |||
(cusip46438F101)✕ | 14.0K | QoQ +3.47% (-470)YoY NEW(+14.0K) | All Managers (Combined) | $655.1K | YoY NEW(+$655.1K) |
AbbVie Inc.(ABBVcusip00287Y109) | 3.1K | QoQ +6.07% (+176)YoY +6.15% (+178) | All Managers (Combined) | $643.6K | |
Snowflake Inc.(SNOWcusip833445109) | 4.3K | YoY NEW(+4.3K) | All Managers (Combined) | $632.6K | YoY NEW(+$632.6K) |
(cusip89845Y107)✕ | 8.3K | All Managers (Combined) | $617.1K | ||
3.8K | QoQ +0.05% (+2)YoY +1.46% (+55) | All Managers (Combined) | $605.1K | ||
21.9K | All Managers (Combined) | $598.6K | |||
PEPSICO INC(PEPcusip713448108) | 4.0K | QoQ +0.55% (-22)YoY -0.97% (-39) | All Managers (Combined) | $593.7K | |
(cusip78433H204)✕ | 20.8K | All Managers (Combined) | $590.3K | ||
5.7K | QoQ 0.00% (-0) | All Managers (Combined) | $584.7K | ||
3.3K | All Managers (Combined) | $580.5K | |||
7.4K | All Managers (Combined) | $579.1K | |||
MCDONALDS CORP(MCDcusip580135101) | 1.8K | QoQ +0.11% (+2) | All Managers (Combined) | $560.9K | |
(cusip315948109)✕ | 7.7K | QoQ 0.00% (-0)YoY NEW(+7.7K) | All Managers (Combined) | $557.4K | YoY NEW(+$557.4K) |
1.3K | QoQ 0.00% (-0) | All Managers (Combined) | $543.3K | ||
(cusip464288448)✕ | 17.3K | All Managers (Combined) | $538.1K | ||
26.5K | All Managers (Combined) | $524.1K | |||
3.8K | All Managers (Combined) | $504.7K | |||
(cusipK72807140)✕ | 7.3K | YoY NEW(+7.3K) | All Managers (Combined) | $493.8K | YoY NEW(+$493.8K) |
6.8K | All Managers (Combined) | $488.0K |