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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
IVVIshares Trust S&p 500
Recent Activity
Decreased -0.92%
20.55%
$260.634M
442,744 shares@ $588.68 avg price
RSPInvesco S&p 500 Eql Wgt
Recent Activity
Increased 0.32%
18.55%
$235.28M
1.343M shares@ $175.24 avg price
IWMIshares Russell 2000
Recent Activity
Increased 0.8%
12.45%
$157.958M
714,873 shares@ $220.97 avg price
HDVIshares Msci Etf High Dividend Equity Fund
Recent Activity
Decreased -0.14%
4.11%
$52.127M
464,338 shares@ $112.26 avg price
IEFAIshares Core Msci Eafe
Recent Activity
Decreased -0.5%
3.11%
$39.409M
560,749 shares@ $70.28 avg price
EFAIshares Tr Msci Eafe Fd
Recent Activity
Decreased -0.83%
3.01%
$38.118M
504,142 shares@ $75.62 avg price
DVYIshares Tr Dow Jones Select Divid Index
Recent Activity
Increased 0.55%
2.42%
$30.703M
233,853 shares@ $131.29 avg price
VEAVanguard Europe Pac Etf
Recent Activity
Decreased -7.39%
1.51%
$19.043M
398,218 shares@ $47.83 avg price
VYMVanguard High Div Etf
Recent Activity
Increased 6.53%
1.41%
$17.841M
139,832 shares@ $127.59 avg price
IJRIshares Tr S&p Smallcap
Recent Activity
Decreased -0.17%
1.4%
$17.721M
153,804 shares@ $115.22 avg price