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
VNQVanguard Reit Recent Activity Increased 7.78%	0.66%	$8.323M 93,427 shares@ $89.09 avg price	Increased 7.78%
IBMPIshares Ibonds Dec 2027 Term Muni Bond Etf Recent Activity Increased 8.52%	0.59%	$7.474M 297,290 shares@ $25.15 avg price	Increased 8.52%
IBMNIshares Ibonds Dec 2025 Term Muni Bond Etf Recent Activity Increased 4.06%	0.57%	$7.178M 269,710 shares@ $26.62 avg price	Increased 4.06%
IBHIIshares Ibonds 2029 Term High Yield And Income Etf Recent Activity Increased 141.66%	0.54%	$6.733M 287,115 shares@ $23.46 avg price	Increased 141.66%
MSFTMicrosoft Corp Recent Activity Increased 0.16%	0.51%	$6.387M 15,154 shares@ $421.5 avg price	Increased 0.16%
IBMQIshares Ibonds Dec 2028 Term Muni Bond Etf Recent Activity Increased 8.75%	0.47%	$5.919M 235,060 shares@ $25.19 avg price	Increased 8.75%
IJHIshares Tr S&p Midcap Recent Activity Increased 0.91%	0.43%	$5.402M 86,700 shares@ $62.31 avg price	Increased 0.91%
GOOGGoogle Inc Class C Recent Activity Increased 0.01%	0.43%	$5.38M 28,248 shares@ $190.45 avg price	Increased 0.01%
IBHEIshares Ibonds 2025 Term High Yield And Income Etf Recent Activity Increased 23.23%	0.4%	$5.061M 218,140 shares@ $23.21 avg price	Increased 23.23%
SPYS P D R Trust Unit Sr Recent Activity Increased 0.45%	0.36%	$4.484M 7,650 shares@ $586.12 avg price	Increased 0.45%