Tracey Hill

@Lbmc Investment Advisors, Llc

Latest period2024 - Q4

Reported3d 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
COPConocophillips Recent Activity Increased 4.45%	0.05%	$601,420 6,065 shares@ $99.17 avg price	Increased 4.45%
MCDMc Donalds Corp Recent Activity Increased 0.28%	0.05%	$520,119 1,794 shares@ $289.93 avg price	Increased 0.28%
IDVIshares Tr Dow Jones Recent Activity Increased 0.61%	0.05%	$518,225 18,927 shares@ $27.39 avg price	Increased 0.61%
SCHASchw Us Scap Etf Recent Activity Increased 100.06%	0.05%	$515,920 19,951 shares@ $25.86 avg price	Increased 100.06%
ABBVAbbvie Inc Recent Activity Increased 0.04%	0.05%	$514,608 2,896 shares@ $177.7 avg price	Increased 0.04%
SCHFSchw Intl Eq Etf Recent Activity Increased 96.75%	0.04%	$493,543 26,678 shares@ $18.5 avg price	Increased 96.75%
DFATDfa Tax Managed Us Small Recent Activity Increased 0.23%	0.04%	$473,823 8,513 shares@ $55.66 avg price	Increased 0.23%
PMPhilip Morris Intl Inc Recent Activity Increased 0.08%	0.04%	$458,492 3,810 shares@ $120.34 avg price	Increased 0.08%
RFRegions Financial Cp New Recent Activity Increased 1.04%	0.04%	$435,527 18,517 shares@ $23.53 avg price	Increased 1.04%
PFEPfizer Incorporated Recent Activity Increased 6.5%	0.04%	$391,523 14,758 shares@ $26.53 avg price	Increased 6.5%