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Tracey Hill

@Lbmc Investment Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$1.269BTotal holdings198
Assets growth rate0.27%Assets growth rate (2-Q avg)4.99%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Lbmc Investment Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 198 positions.

Assets under management

The assets under management (AUM) of Lbmc Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.269B in assets, with a quarterly growth rate of 0.27% and a 2-quarter average growth rate of 4.99%. The portfolio is managed by Tracey Hill, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AONA O N Plc
Recent Activity
New Position
0.59%
$7.452M
20,748 shares@ $359.17 avg price
IBMRIshares Ibonds Dec 2029 Term Muni Bond Etf
Recent Activity
New Position
0.14%
$1.682M
67,329 shares@ $24.98 avg price
NONOFNovo Nordisk A S B
Recent Activity
New Position
0.07%
$877,008
10,210 shares@ $85.9 avg price
IBDRIshares Ibonds Dec 2026 Term Corp Etf
Recent Activity
New Position
0.06%
$682,385
28,350 shares@ $24.08 avg price
SNOWSnowflake Cl A Ord
Recent Activity
New Position
0.04%
$487,936
3,160 shares@ $154.42 avg price
SMCISuper Micro Computer Inc
Recent Activity
New Position
0.03%
$344,424
11,300 shares@ $30.48 avg price
AVGOBroadcom Ltd
Recent Activity
New Position
0.02%
$230,553
994 shares@ $231.95 avg price
IBTIIshares Ibonds Dec 2028 Term Treasury Etf
Recent Activity
New Position
0.02%
$230,513
10,524 shares@ $21.91 avg price
EPDEnterprise Products Pptns Lp
Recent Activity
New Position
0.02%
$219,740
7,007 shares@ $31.37 avg price
FBKFb Financial Corp
Recent Activity
New Position
0.02%
$219,667
4,265 shares@ $51.51 avg price