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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
SCHXSchw Us Lcap Etf
Recent Activity
Increased 200.02%
0.15%
$1.886M
81,375 shares@ $23.19 avg price
PNFPPinnancle Finl Partners Inc
Recent Activity
Increased 0.02%
0.15%
$1.781M
15,571 shares@ $114.4 avg price
BXBlackstone Group Lp
Recent Activity
Increased 0.03%
0.14%
$1.665M
9,657 shares@ $172.42 avg price
IBDSIshares Ibonds Dec 2027 Term Corp Etf
Recent Activity
Increased 496.57%
0.14%
$1.662M
69,381 shares@ $23.96 avg price
FNDXSchwab Fundamental Us
Recent Activity
Increased 200.03%
0.13%
$1.625M
68,630 shares@ $23.68 avg price
IBDTIshares Ibonds Dec 2028 Term Corp Etf
Recent Activity
Increased 449.92%
0.13%
$1.603M
64,367 shares@ $24.9 avg price
NVDANvidia Corp
Recent Activity
Increased 4.5%
0.13%
$1.561M
11,621 shares@ $134.3 avg price
SPSMSpdr Portfolio S&p 600 Sm Cap Etf
Recent Activity
Increased 1.63%
0.12%
$1.519M
33,820 shares@ $44.92 avg price
IJKIshares S&p Midcap
Recent Activity
Increased 0.07%
0.11%
$1.317M
14,483 shares@ $90.93 avg price
IBMIntl Business Machines
Recent Activity
Increased 0.19%
0.1%
$1.169M
5,316 shares@ $219.84 avg price