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
ICFIshares Cohen Steers Reit
Recent Activity
Decreased -4.42%
1.3%
$16.467M
273,271 shares@ $60.26 avg price
AAPLApple Computer Inc
Recent Activity
Decreased -1.29%
1.22%
$15.437M
61,645 shares@ $250.42 avg price
IVWIshares Tr S&p 500 Barra Growth Index
Recent Activity
Decreased -0.82%
1.14%
$14.347M
141,307 shares@ $101.53 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Decreased -1.93%
1.13%
$14.236M
26,421 shares@ $538.82 avg price
HCAHca The Healthcare Co
Recent Activity
Decreased -2.16%
1.07%
$13.547M
45,135 shares@ $300.15 avg price
VTWOVanguard Russell 2000
Recent Activity
Increased 1.85%
1.05%
$13.303M
148,917 shares@ $89.34 avg price
IBHGIshares Ibonds 2027 Term High Yield And Income Etf
Recent Activity
Increased 55.68%
0.95%
$12.019M
540,414 shares@ $22.25 avg price
VOVanguard Mid Cap
Recent Activity
Decreased -0.46%
0.93%
$11.76M
44,524 shares@ $264.13 avg price
IDUIshares Tr Dj Us Utils
Recent Activity
Decreased -2.06%
0.87%
$10.933M
113,636 shares@ $96.21 avg price
AOAIshares Tr S&p Aggressive
Recent Activity
Decreased -1.14%
0.84%
$10.546M
137,655 shares@ $76.61 avg price