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 7 of 11
46438G687
Shares:18.7K
Value:$474.5K
25434V609
Shares:8.5K
Value:$439.1K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
7.9K | QoQ -0.06% (-5)YoY -1.40% (-112) | All Managers (Combined) | $480.6K | ||
(cusip46438G687)✕ | 18.7K | QoQ NEW(+18.7K) YoY NEW(+18.7K) | All Managers (Combined) | $474.5K | QoQ NEW(+$474.5K) YoY NEW(+$474.5K) |
SYNOPSYS INC(SNPScusip871607107) | 1.1K | QoQ 0.00% (-0) | All Managers (Combined) | $464.4K | |
Tesla, Inc.(TSLAcusip88160R101) | 1.8K | QoQ -2.07% (-38) | All Managers (Combined) | $463.6K | |
3.0K | All Managers (Combined) | $463.1K | |||
19.8K | All Managers (Combined) | $463.1K | |||
(cusip25434V609)✕ | 8.5K | QoQ +0.17% (-15)YoY +0.83% (-71) | All Managers (Combined) | $439.1K | |
MongoDB, Inc.(MDBcusip60937P106) | 2.5K | All Managers (Combined) | $438.5K | ||
18.3K | QoQ 0.00% (+0)YoY NEW(+18.3K) | All Managers (Combined) | $407.3K | YoY NEW(+$407.3K) | |
18.7K | QoQ +0.99% (-185)YoY +4.32% (+775) | All Managers (Combined) | $406.4K | ||
2.5K | QoQ 0.00% (-0) | All Managers (Combined) | $397.1K | ||
2.3K | All Managers (Combined) | $396.7K | |||
Duke Energy CORP(DUKcusip26441C204) | 3.2K | QoQ +0.03% (+1)YoY +0.12% (+4) | All Managers (Combined) | $395.5K | |
FEDEX CORP(FDXcusip31428X106) | 1.6K | All Managers (Combined) | $388.4K | ||
1.9K | All Managers (Combined) | $381.6K | |||
PFIZER INC(PFEcusip717081103) | 15.0K | QoQ +1.91% (-283)YoY -2.03% (-312) | All Managers (Combined) | $381.1K | |
5.3K | QoQ +0.01% (-1)YoY +0.05% (+3) | All Managers (Combined) | $375.6K | ||
6.6K | QoQ +0.36% (-24)YoY NEW(+6.6K) | All Managers (Combined) | $374.7K | YoY NEW(+$374.7K) | |
2.7K | QoQ +4.40% (+115)YoY +4.44% (+116) | All Managers (Combined) | $361.9K | ||
2.7K | QoQ +0.07% (+2)YoY +0.34% (+9) | All Managers (Combined) | $359.9K |