Tracey Hill

@Lbmc Investment Advisors, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$1.269B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DEDeere & Co Recent Activity New Position	0.02%	$216,087 510 shares@ $423.7 avg price	New Position
LUVSouthwest Airlines Co Recent Activity New Position	0.02%	$215,915 6,422 shares@ $33.63 avg price	New Position
VUGVanguard Growth Recent Activity New Position	0.02%	$203,989 497 shares@ $410.45 avg price	New Position
GPNGlobal Pmts Inc Com Recent Activity New Position	0.02%	$203,613 1,817 shares@ $112.06 avg price	New Position
TMFCRbb Fd Inc Motley Fol Etf Recent Activity New Position	0.02%	$202,244 3,364 shares@ $60.13 avg price	New Position
OEFIshares Tr S&p 100 Index Recent Activity New Position	0.02%	$201,207 697 shares@ $288.68 avg price	New Position
0000⤦Highlands Reit Inc Real Estate Invst Trust Marylan Recent Activity New Position	0.01%	$6,597 20,616 shares@ $0.32 avg price	New Position