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
NEENextera Energy Inc Recent Activity Increased 0.02%	0.03%	$379,814 5,298 shares@ $71.7 avg price	Increased 0.02%
USBU S Bancorp Del New Recent Activity Increased 0.35%	0.03%	$379,033 7,925 shares@ $47.83 avg price	Increased 0.35%
TFCTruist Finl Corp Com Recent Activity Increased 3.92%	0.03%	$365,042 8,415 shares@ $43.38 avg price	Increased 3.92%
PGProcter & Gamble Co Recent Activity Increased 38.62%	0.03%	$361,118 2,154 shares@ $167.65 avg price	Increased 38.62%
SDYSpdr S&p Dividend Etf Recent Activity Increased 0.12%	0.03%	$350,134 2,651 shares@ $132.08 avg price	Increased 0.12%
DUKDuke Energy Corporation Recent Activity Increased 0.04%	0.03%	$349,214 3,241 shares@ $107.75 avg price	Increased 0.04%
VGTVanguard Information Technology Etf Recent Activity Increased 0.19%	0.03%	$343,714 553 shares@ $621.55 avg price	Increased 0.19%
SPEMSpdr S&p Emerging Markets Etf Recent Activity Increased 0.1%	0.03%	$327,608 8,538 shares@ $38.38 avg price	Increased 0.1%
QQQMInvesco Nasdaq 100 Etf Recent Activity Increased 12.69%	0.03%	$312,097 1,483 shares@ $210.45 avg price	Increased 12.69%
SLYGSpdr S&p 600 Small Cap Growth Etf Recent Activity Increased 0.25%	0.03%	$297,093 3,288 shares@ $90.36 avg price	Increased 0.25%