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:
Search and click to pin securities to the top
Page 8 of 11
46137V241
Shares:5.2K
Value:$347.0K
02072L102
Shares:8.0K
Value:$341.2K
78463X509
Shares:8.5K
Value:$336.1K
46641Q332
Shares:5.7K
Value:$323.6K
74347R206
Shares:3.6K
Value:$316.1K
92206C771
Shares:6.6K
Value:$306.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
GE Vernova Inc.(GEVcusip36828A101) | 1.2K | QoQ +2.54% (-29)YoY NEW(+1.2K) | All Managers (Combined) | $356.6K | YoY NEW(+$356.6K) |
CITY HOLDING CO(CHCOcusip177835105) | 3.0K | All Managers (Combined) | $352.4K | ||
(cusip46137V241)✕ | 5.2K | QoQ 0.00% (-0)YoY -0.81% (-43) | All Managers (Combined) | $347.0K | |
4.4K | All Managers (Combined) | $343.5K | |||
CATERPILLAR INC(CATcusip149123101) | 1.0K | All Managers (Combined) | $341.7K | ||
(cusip02072L102)✕ | 8.0K | All Managers (Combined) | $341.2K | ||
1.0K | All Managers (Combined) | $336.9K | |||
(cusip78463X509)✕ | 8.5K | QoQ 0.00% (+0)YoY +0.17% (+15) | All Managers (Combined) | $336.1K | |
US BANCORP \DE\(USBcusip902973304) | 8.0K | QoQ +0.31% (-25)YoY +1.40% (-110) | All Managers (Combined) | $335.7K | |
8.1K | QoQ -3.76% (-317)YoY 0.00% (+0) | All Managers (Combined) | $333.2K | ||
(cusip46641Q332)✕ | 5.7K | QoQ NEW(+5.7K) YoY NEW(+5.7K) | All Managers (Combined) | $323.6K | QoQ NEW(+$323.6K) YoY NEW(+$323.6K) |
612 | QoQ 0.00% (+0)YoY -5.40% (-35) | All Managers (Combined) | $320.5K | ||
(cusip74347R206)✕ | 3.6K | All Managers (Combined) | $316.1K | ||
4.2K | All Managers (Combined) | $315.7K | |||
8.0K | All Managers (Combined) | $313.6K | |||
10.9K | All Managers (Combined) | $308.9K | |||
1.5K | All Managers (Combined) | $308.2K | |||
Phillips 66(PSXcusip718546104) | 2.5K | QoQ +4.31% (+103)YoY +4.45% (-106) | All Managers (Combined) | $307.2K | |
3.6K | QoQ 0.00% (-0)YoY +7.79% (+261) | All Managers (Combined) | $306.9K | ||
(cusip92206C771)✕ | 6.6K | QoQ -2.20% (-149)YoY -2.20% (-149) | All Managers (Combined) | $306.3K |