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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
DFUVDfa Tax-managed Us Marketwide Value Ii
Recent Activity
Increased 0.19%
0.09%
$1.083M
26,473 shares@ $40.93 avg price
JNJJohnson & Johnson
Recent Activity
Increased 15.56%
0.08%
$978,482
6,766 shares@ $144.62 avg price
BABoeing Co
Recent Activity
Increased 11.49%
0.07%
$859,158
4,854 shares@ $177.0 avg price
CVXChevrontexaco Corp
Recent Activity
Increased 3.55%
0.07%
$846,155
5,842 shares@ $144.84 avg price
WMTWal-mart Stores Inc
Recent Activity
Increased 8.85%
0.07%
$834,181
9,233 shares@ $90.35 avg price
IWFIshares Tr Russell
Recent Activity
Increased 1.14%
0.07%
$823,593
2,051 shares@ $401.56 avg price
FNDASch Fnd Us Sm Etf
Recent Activity
Increased 100%
0.07%
$791,564
26,652 shares@ $29.7 avg price
CSCOCisco Systems Inc
Recent Activity
Increased 4.35%
0.06%
$719,970
12,162 shares@ $59.2 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Increased 1.16%
0.06%
$717,501
13,525 shares@ $53.05 avg price
SPYVSpdr Portfolio S&p 500 Value Etf
Recent Activity
Increased 0.65%
0.06%
$683,588
13,367 shares@ $51.14 avg price