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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GE Vernova Inc.

GEV|36828A101

Shares:1.2K

Value:$356.6K

% of Portfolio:0.0% ($356.6K/$1.3B)

CITY HOLDING CO

CHCO|177835105

Shares:3.0K

Value:$352.4K

% of Portfolio:0.0% ($352.4K/$1.3B)

46137V241

Shares:5.2K

Value:$347.0K

% of Portfolio:0.0% ($347.0K/$1.3B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:4.4K

Value:$343.5K

% of Portfolio:0.0% ($343.5K/$1.3B)

CATERPILLAR INC

CAT|149123101

Shares:1.0K

Value:$341.7K

% of Portfolio:0.0% ($341.7K/$1.3B)

02072L102

Shares:8.0K

Value:$341.2K

% of Portfolio:0.0% ($341.2K/$1.3B)

Trane Technologies plc

TT|G8994E103

Shares:1.0K

Value:$336.9K

% of Portfolio:0.0% ($336.9K/$1.3B)

78463X509

Shares:8.5K

Value:$336.1K

% of Portfolio:0.0% ($336.1K/$1.3B)

US BANCORP \DE\

USB|902973304

Shares:8.0K

Value:$335.7K

% of Portfolio:0.0% ($335.7K/$1.3B)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:8.1K

Value:$333.2K

% of Portfolio:0.0% ($333.2K/$1.3B)

46641Q332

Shares:5.7K

Value:$323.6K

% of Portfolio:0.0% ($323.6K/$1.3B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:612

Value:$320.5K

% of Portfolio:0.0% ($320.5K/$1.3B)

74347R206

Shares:3.6K

Value:$316.1K

% of Portfolio:0.0% ($316.1K/$1.3B)

DuPont de Nemours, Inc.

DD|26614N102

Shares:4.2K

Value:$315.7K

% of Portfolio:0.0% ($315.7K/$1.3B)

FIFTH THIRD BANCORP

FITB|316773100

Shares:8.0K

Value:$313.6K

% of Portfolio:0.0% ($313.6K/$1.3B)

AT&T INC.

T|00206R102

Shares:10.9K

Value:$308.9K

% of Portfolio:0.0% ($308.9K/$1.3B)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:1.5K

Value:$308.2K

% of Portfolio:0.0% ($308.2K/$1.3B)

Phillips 66

PSX|718546104

Shares:2.5K

Value:$307.2K

% of Portfolio:0.0% ($307.2K/$1.3B)

464287499

IWR|464287499

Shares:3.6K

Value:$306.9K

% of Portfolio:0.0% ($306.9K/$1.3B)

92206C771

Shares:6.6K

Value:$306.3K

% of Portfolio:0.0% ($306.3K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
GE Vernova Inc.(GEVcusip36828A101)	1.2K	QoQ +2.54% (-29) YoY NEW(+1.2K)	All Managers (Combined)	$356.6K	0.0% ($356.6K/$1.3B)	QoQ -4.82% (-$18.1K) YoY NEW(+$356.6K)
CITY HOLDING CO(CHCOcusip177835105)	3.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$352.4K	0.0% ($352.4K/$1.3B)	QoQ -0.85% (-$3.0K) YoY +12.71% (+$39.8K)
(cusip46137V241)✕	5.2K	QoQ 0.00% (-0) YoY -0.81% (-43)	All Managers (Combined)	$347.0K	0.0% ($347.0K/$1.3B)	QoQ -1.02% (-$3.6K) YoY +8.90% (-$28.4K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	4.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$343.5K	0.0% ($343.5K/$1.3B)	QoQ +5.76% (+$18.7K) YoY +8.21% (+$26.1K)
CATERPILLAR INC(CATcusip149123101)	1.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$341.7K	0.0% ($341.7K/$1.3B)	QoQ -9.08% (-$34.1K) YoY -9.99% (-$37.9K)
(cusip02072L102)✕	8.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$341.2K	0.0% ($341.2K/$1.3B)	QoQ -4.45% (-$15.9K) YoY -5.09% (-$18.3K)
Trane Technologies plc(TTcusipG8994E103)	1.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$336.9K	0.0% ($336.9K/$1.3B)	QoQ -8.78% (-$32.4K) YoY +12.23% (+$36.7K)
(cusip78463X509)✕	8.5K	QoQ 0.00% (+0) YoY +0.17% (+15)	All Managers (Combined)	$336.1K	0.0% ($336.1K/$1.3B)	QoQ +2.60% (+$8.5K) YoY +8.97% (+$27.7K)
US BANCORP \DE\(USBcusip902973304)	8.0K	QoQ +0.31% (-25) YoY +1.40% (-110)	All Managers (Combined)	$335.7K	0.0% ($335.7K/$1.3B)	QoQ -11.44% (-$43.4K) YoY -4.22% (-$14.8K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	8.1K	QoQ -3.76% (-317) YoY 0.00% (+0)	All Managers (Combined)	$333.2K	0.0% ($333.2K/$1.3B)	QoQ -8.71% (-$31.8K) YoY +5.56% (+$17.6K)
(cusip46641Q332)✕	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$323.6K	0.0% ($323.6K/$1.3B)	QoQ NEW(+$323.6K) YoY NEW(+$323.6K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	612	QoQ 0.00% (+0) YoY -5.40% (-35)	All Managers (Combined)	$320.5K	0.0% ($320.5K/$1.3B)	QoQ +3.53% (+$10.9K) YoY +0.14% (-$464)
(cusip74347R206)✕	3.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$316.1K	0.0% ($316.1K/$1.3B)	QoQ -17.88% (-$68.8K) YoY +1.60% (+$5.0K)
DuPont de Nemours, Inc.(DDcusip26614N102)	4.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$315.7K	0.0% ($315.7K/$1.3B)	QoQ -2.05% (-$6.6K) YoY -2.59% (-$8.4K)
FIFTH THIRD BANCORP(FITBcusip316773100)	8.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$313.6K	0.0% ($313.6K/$1.3B)	QoQ -7.28% (-$24.6K) YoY +5.34% (+$15.9K)
AT&T INC.(Tcusip00206R102)	10.9K	QoQ -7.30% (-861) YoY -21.10% (-2.9K)	All Managers (Combined)	$308.9K	0.0% ($308.9K/$1.3B)	QoQ +15.12% (-$40.6K) YoY +26.76% (-$65.2K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	1.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$308.2K	0.0% ($308.2K/$1.3B)	QoQ -10.94% (-$37.9K) YoY +47.78% (+$99.6K)
Phillips 66(PSXcusip718546104)	2.5K	QoQ +4.31% (+103) YoY +4.45% (-106)	All Managers (Combined)	$307.2K	0.0% ($307.2K/$1.3B)	QoQ +13.05% (+$35.5K) YoY -21.05% (-$81.9K)
(IWRcusip464287499)	3.6K	QoQ 0.00% (-0) YoY +7.79% (+261)	All Managers (Combined)	$306.9K	0.0% ($306.9K/$1.3B)	QoQ -3.76% (-$12.0K) YoY +9.05% (+$25.5K)
(cusip92206C771)✕	6.6K	QoQ -2.20% (-149) YoY -2.20% (-149)	All Managers (Combined)	$306.3K	0.0% ($306.3K/$1.3B)	QoQ -0.11% (-$340) YoY -0.70% (-$2.2K)