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
IBHHIshares Ibonds 2028 Term High Yield And Income Etf Recent Activity Increased 70.73%	0.79%	$10.006M 428,185 shares@ $23.37 avg price	Increased 70.73%
IBHFIshares Ibonds 2026 Term High Yield And Income Etf Recent Activity Increased 102.67%	0.79%	$9.952M 429,875 shares@ $23.16 avg price	Increased 102.67%
IVEIshares Tr S&p 500 Value Index Fd Recent Activity Increased 0.13%	0.77%	$9.662M 50,621 shares@ $190.88 avg price	Increased 0.13%
IBMOIshares Ibonds Dec 2026 Term Muni Bond Etf Recent Activity Increased 4.4%	0.67%	$8.397M 329,799 shares@ $25.46 avg price	Increased 4.4%
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%
AONA O N Plc Recent Activity New Position	0.59%	$7.452M 20,748 shares@ $359.17 avg price	New Position
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%
AMZNAmazon Com Inc Recent Activity Decreased -4.79%	0.55%	$6.953M 31,693 shares@ $219.39 avg price	Decreased -4.79%
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%