test

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
IBMMIshares Ibonds Dec 2024 Term Muni Bond
Recent Activity
Exited
0%
$2.595M
99,407 shares@ $26.1 avg price
IBHDIshares Ibonds 2024 Term Hy And Inc Etf
Recent Activity
Exited
0%
$1.886M
80,974 shares@ $23.29 avg price
SSBSouth St Corp Com
Recent Activity
Exited
0%
$962,276
9,902 shares@ $97.18 avg price
IYRIshares Tr Dow Jones Re
Recent Activity
Exited
0%
$306,629
3,010 shares@ $101.88 avg price
CVSC V S Corp Del
Recent Activity
Exited
0%
$245,169
3,899 shares@ $62.88 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$240,410
10,248 shares@ $23.46 avg price
DOWDow Chemical Company
Recent Activity
Exited
0%
$240,263
4,398 shares@ $54.64 avg price
MPCMarathon Pete Corp
Recent Activity
Exited
0%
$218,007
1,338 shares@ $162.94 avg price
TMOThermo Fisher Scntfc
Recent Activity
Exited
0%
$213,407
345 shares@ $618.58 avg price
GISGeneral Mills Inc
Recent Activity
Exited
0%
$212,390
2,876 shares@ $73.85 avg price