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
AORIshares Tr S&p Allocation Fd Recent Activity Increased 0.4%	0.35%	$4.435M 77,369 shares@ $57.33 avg price	Increased 0.4%
SPDWSpdr Portfolio Developed Wld Ex-us Etf Recent Activity Increased 1.39%	0.29%	$3.66M 107,233 shares@ $34.14 avg price	Increased 1.39%
HDHome Depot Inc Recent Activity Increased 0.03%	0.24%	$2.976M 7,650 shares@ $388.98 avg price	Increased 0.03%
SPYGSpdr S&p 500 Growth Etf Recent Activity Increased 0.12%	0.23%	$2.915M 33,160 shares@ $87.9 avg price	Increased 0.12%
IBHJIshares Ibonds 2030 Term High Yield And Income Etf Recent Activity Increased 652.69%	0.21%	$2.61M 100,257 shares@ $26.04 avg price	Increased 652.69%
GOOGLGoogle Inc Cl A Recent Activity Increased 0.03%	0.2%	$2.525M 13,340 shares@ $189.31 avg price	Increased 0.03%
KOCoca Cola Company Recent Activity Increased 0.05%	0.19%	$2.391M 38,403 shares@ $62.26 avg price	Increased 0.05%
SPLGSpdr Portfolio S&p 500 Etf Recent Activity Increased 9.51%	0.16%	$2.021M 29,309 shares@ $68.94 avg price	Increased 9.51%
SOThe Southern Company Recent Activity Increased 0.02%	0.16%	$1.937M 23,528 shares@ $82.33 avg price	Increased 0.02%
QUSSpdr Msci Usa Strategicfactors Etf Recent Activity Increased 0.71%	0.16%	$1.905M 12,305 shares@ $154.85 avg price	Increased 0.71%