LBMC INVESTMENT ADVISORS, LLC Portfolio Holdings
Q3 2025•227 long positions•$1.6B portfolio value
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Holding233 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $288.6M 18.43% | -$3.3M Sold | — 431.1K shares | 436.0K → 431.1K −$3.3M | -1.12% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $253.5M 16.19% | +$1.3M Bought | — 1.3M shares | 1.3M → 1.3M +$1.3M | +0.51% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $170.4M 10.88% | +$669.0K Bought | — 704.3K shares | 701.5K → 704.3K +$669.0K | +0.39% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $55.7M 3.56% | -$412.8K Sold | — 455.3K shares | 458.7K → 455.3K −$412.8K | -0.73% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $50.1M 3.2% | +$726.1K Bought | — 573.4K shares | 565.1K → 573.4K +$726.1K | +1.47% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $45.5M 2.9% | -$818.9K Sold | — 487.2K shares | 495.9K → 487.2K −$818.9K | -1.77% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $36.2M 2.31% | +$8.2M Bought | — 1.5M shares | 1.2M → 1.5M +$8.2M | +29.14% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $32.8M 2.1% | +$6.6M Bought | — 1.5M shares | 1.2M → 1.5M +$6.6M | +25.14% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $32.5M 2.08% | -$365.9K Sold | — 228.9K shares | 231.5K → 228.9K −$365.9K | -1.11% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $24.5M 1.56% | +$129.7K Bought | — 408.9K shares | 406.7K → 408.9K +$129.7K | +0.53% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $24.3M 1.55% | +$4.3M Bought | — 1.0M shares | 854.3K → 1.0M +$4.3M | +21.58% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $22.7M 1.45% | +$2.0M Bought | — 160.8K shares | 146.5K → 160.8K +$2.0M | +9.76% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $22.5M 1.44% | +$10.3M Bought | — 943.9K shares | 511.9K → 943.9K +$10.3M | +84.4% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $20.4M 1.3% | +$2.1M Bought | — 171.7K shares | 154.3K → 171.7K +$2.1M | +11.31% | — — | Q4 2015 Held for 9y 11m | |
Medical - Care Facilities Healthcare | $18.8M 1.2% | -$404.9K Sold | 0.019% 44.2K shares | 45.1K → 44.2K −$404.9K | -2.1% | $99.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $16.2M 1.04% | -$149.2K Sold | 0.0% 63.7K shares | 64.3K → 63.7K −$149.2K | -0.91% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $15.8M 1.01% | -$20.2K Sold | — 25.8K shares | 25.8K → 25.8K −$20.2K | -0.13% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $15.6M 0.999% | -$132.9K Sold | — 253.9K shares | 256.1K → 253.9K −$132.9K | -0.84% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $14.9M 0.949% | -$639.2K Sold | — 123.1K shares | 128.4K → 123.1K −$639.2K | -4.12% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $14.8M 0.944% | -$1.1M Sold | — 151.1K shares | 162.4K → 151.1K −$1.1M | -6.93% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $14.0M 0.892% | +$6.5M Bought | — 521.5K shares | 277.1K → 521.5K +$6.5M | +88.17% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $13.0M 0.832% | -$33.2K Sold | — 44.4K shares | 44.5K → 44.4K −$33.2K | -0.25% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $12.3M 0.784% | -$236.8K Sold | — 110.7K shares | 112.8K → 110.7K −$236.8K | -1.89% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $12.0M 0.768% | +$1.2M Bought | — 471.8K shares | 424.2K → 471.8K +$1.2M | +11.21% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.9M 0.761% | +$1.3M Bought | — 464.1K shares | 411.9K → 464.1K +$1.3M | +12.66% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $11.6M 0.741% | -$283.7K Sold | — 131.6K shares | 134.8K → 131.6K −$283.7K | -2.39% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $11.2M 0.718% | +$1.6M Bought | — 438.5K shares | 375.8K → 438.5K +$1.6M | +16.7% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $9.1M 0.584% | -$29.7K Sold | — 44.3K shares | 44.4K → 44.3K −$29.7K | -0.32% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $8.8M 0.56% | +$704.4K Bought | 0.0% 16.9K shares | 15.6K → 16.9K +$704.4K | +8.73% | $3.85T Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $8.3M 0.53% | +$53.6K Bought | — 90.8K shares | 90.2K → 90.8K +$53.6K | +0.65% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $8.3M 0.527% | +$6.5M Bought | — 316.1K shares | 67.9K → 316.1K +$6.5M | +365.21% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $7.6M 0.487% | -$13.3K Sold | — 140.8K shares | 141.0K → 140.8K −$13.3K | -0.17% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $7.4M 0.472% | -$41.3K Sold | — 112.1K shares | 112.7K → 112.1K −$41.3K | -0.56% | — — | Q1 2018 Held for 7y 8m | |
Specialty Retail Consumer Cyclical | $7.4M 0.471% | +$346.7K Bought | 0.0% 33.6K shares | 32.0K → 33.6K +$346.7K | +4.93% | $2.34T Mega Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $7.1M 0.454% | -$251.0K Sold | — 265.4K shares | 274.8K → 265.4K −$251.0K | -3.41% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $6.9M 0.439% | +$1.0M Bought | — 296.0K shares | 252.5K → 296.0K +$1.0M | +17.23% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.7M 0.425% | +$915.1K Bought | — 260.7K shares | 224.8K → 260.7K +$915.1K | +15.94% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $6.5M 0.413% | -$590.6K Sold | 0.0% 26.5K shares | 29.0K → 26.5K −$590.6K | -8.37% | $2.95T Mega Cap | Q4 2017 Held for 7y 11m | |
Insurance - Life Financial Services | $5.9M 0.376% | — | 0.01% 52.7K shares | — | — | $59.7B Large Cap | Q2 2016 Held for 9y 5m | |
Insurance - Diversified Financial Services | $5.8M 0.372% | +$314.2K Bought | 0.001% 11.6K shares | 10.9K → 11.6K +$314.2K | +5.71% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.7M 0.363% | +$1.2M Bought | — 242.1K shares | 192.7K → 242.1K +$1.2M | +25.64% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $5.5M 0.352% | +$756.9K Bought | — 226.3K shares | 195.2K → 226.3K +$756.9K | +15.93% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.3M 0.339% | -$101.8K Sold | — 99.3K shares | 101.2K → 99.3K −$101.8K | -1.88% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $5.0M 0.321% | — | — 117.6K shares | — | — | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $4.9M 0.31% | +$8.7K Bought | — 7.3K shares | 7.3K → 7.3K +$8.7K | +0.18% | — — | Q1 2014 Held for 11y 8m | |
ETF ETF | $4.8M 0.307% | +$38.9K Bought | — 74.7K shares | 74.1K → 74.7K +$38.9K | +0.82% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $4.8M 0.304% | +$843.2K Bought | — 186.8K shares | 153.7K → 186.8K +$843.2K | +21.5% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.8M 0.304% | +$8.0K Bought | — 214.6K shares | 214.3K → 214.6K +$8.0K | +0.17% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $4.6M 0.296% | +$1.2M Bought | — 191.0K shares | 143.3K → 191.0K +$1.2M | +33.31% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.4M 0.279% | -$491.2K Sold | — 67.0K shares | 74.5K → 67.0K −$491.2K | -10.1% | — — | Q4 2015 Held for 9y 11m |
