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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
AMATApplied Materials Inc
Recent Activity
Exited
0%
$212,153
1,050 shares@ $202.06 avg price
ARCCAres Capital Corp
Recent Activity
Exited
0%
$211,054
10,079 shares@ $20.94 avg price
SCHPSch Us Tips Etf
Recent Activity
Exited
0%
$204,706
3,817 shares@ $53.64 avg price
CFOVictoryshares Us 500 Enh Vol Wtd Etf
Recent Activity
Exited
0%
$200,437
2,872 shares@ $69.8 avg price