LBMC Investment Advisors, LLC
CIK:0001536924
Investment Adviser
$2B AUM
235 holdings
Brentwood, TN, United States
LBMC Investment Advisors, LLC is a Registered Investment Advisory firm that provides coordinated investment and tax advice, focusing on personalized financial strategies for high-net-worth individuals and families.
Investment Strategy
Client-centric approach with customized investment solutions and integrated tax planning
Top Buys
I
IWMIshares Russell 2000+$19.0M
I
IVVIshares TRUST S&P 500+$17.8M
R
RSPInvesco S&P 500 Eql Wgt+$11.9M
I
IBHIiShares iBonds 2029 Term High Yield and Income ETF+$10.4M
I
IBHHiShares iBonds 2028 Term High Yield and Income ETF+$8.3M
Top Sells
V
VTVanguard Total World-$475.5K
X
XOMExxon Mobil Corporation-$364.0K
V
VMBSVanguard Mortgage Backed-$306.5K
C
CCLCarnival Corp-$301.2K
C
CRWDCrowdStrike Holdings Inc-$254.7K
Top Holdings
I
IVVIshares TRUST S&P 500+18.4%$288.6M
R
RSPInvesco S&P 500 Eql Wgt+16.2%$253.5M
I
IWMIshares Russell 2000+10.9%$170.4M
H
HDVIshares Msci ETF High Dividend Equity Fund+3.6%$55.7M
I
IEFAIshares Core Msci Eafe+3.2%$50.1M
Equity Positions (226)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | Ishares TRUST S&P 500 | 18.39% | $288.6M | 431,124 | $422.31 | $669.30 | +$17.8M |
R RSP | Invesco S&P 500 Eql Wgt | 16.16% | $253.5M | 1,336,510 | $162.78 | $189.70 | +$11.9M |
I IWM | Ishares Russell 2000 | 10.86% | $170.4M | 704,261 | $220.78 | $241.96 | +$19.0M |
H HDV | Ishares Msci ETF High Dividend Equity Fund | 3.55% | $55.7M | 455,280 | $99.69 | $122.45 | +$2.0M |
I IEFA | Ishares Core Msci Eafe | 3.19% | $50.1M | 573,446 | $68.99 | $87.31 | +$2.9M |
Industry Allocation
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.4%
SERVICES-GENERAL MEDICAL & SURGICAL HOSPITALS, NEC
+1.2%
ELECTRONIC COMPUTERS
+1.1%
SERVICES-PREPACKAGED SOFTWARE
+1.1%
NATIONAL COMMERCIAL BANKS
+1.0%