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
ABTAbbott Laboratories Recent Activity Increased 0.04%	0.03%	$295,511 2,613 shares@ $113.1 avg price	Increased 0.04%
PSXPhillips Recent Activity Increased 0.05%	0.03%	$271,738 2,385 shares@ $113.94 avg price	Increased 0.05%
TA T & T Corp Recent Activity Increased 1.9%	0.03%	$268,285 11,782 shares@ $22.78 avg price	Increased 1.9%
SCHRSchwab Intermediate Term Recent Activity Increased 100%	0.02%	$226,383 9,320 shares@ $24.3 avg price	Increased 100%
VZVerizon Communications Recent Activity Increased 8.02%	0.02%	$224,176 5,606 shares@ $39.99 avg price	Increased 8.02%
UPSUnited Parcel Service B Recent Activity Increased 2.24%	0.02%	$218,869 1,736 shares@ $126.08 avg price	Increased 2.24%
FFord Motor Company Recent Activity Increased 0.49%	0.02%	$129,187 13,049 shares@ $9.91 avg price	Increased 0.49%