• 13F History

LBMC INVESTMENT ADVISORS, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$1.28B
Signature - Title
Tracey Hill - Chief Compliance Officer
Location
Brentwood, TN
Summary
This page shows a list of all the recent 13F filings made by LBMC INVESTMENT ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LBMC INVESTMENT ADVISORS, LLC reported 200 stock holdings with total value $1.28B as of Q1 2025. Top holdings included IVV, RSP, IWM, HDV, and IEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 200 $1.28B +$56M -$21M +$35M IVV, RSP, IWM, HDV, IEFA 13F-HR 4/9/2025, 02:28 PM
Q4 2024 197 $1.27B +$47.2M -$17.7M +$29.5M IVV, RSP, IWM, HDV, IEFA 13F-HR 1/16/2025, 09:17 AM
Q3 2024 194 $1.27B +$30M -$7.6M +$22.4M IVV, RSP, IWM, HDV, IEFA 13F-HR 10/8/2024, 10:32 AM
Q2 2024 186 $1.15B +$27.6M -$23.5M +$4.17M IVV, RSP, IWM, HDV, EFA 13F-HR 7/11/2024, 01:08 PM
Q1 2024 185 $1.15B +$43.7M -$10.9M +$32.8M IVV, RSP, IWM, HDV, EFA 13F-HR 4/12/2024, 09:29 AM
Q4 2023 164 $1.05B +$10.3M -$20.9M -$10.6M IVV, RSP, IWM, HDV, EFA 13F-HR 1/16/2024, 11:12 AM
Q3 2023 160 $940M +$3.92M -$11M -$7.06M IVV, RSP, IWM, HDV, EFA 13F-HR 10/5/2023, 09:53 AM
Q2 2023 164 $1.02B +$4.97M -$17.8M -$12.8M IVV, RSP, IWM, HDV, EFA 13F-HR 7/17/2023, 04:15 PM
Q1 2023 163 $990M +$13.9M -$7.6M +$6.29M RSP, IVV, IWM, HDV, EFA 13F-HR 4/10/2023, 09:20 AM
Q4 2022 158 $948M +$20M -$18.8M +$1.2M RSP, IVV, IWM, HDV, EFA 13F-HR 1/10/2023, 01:25 PM
Q3 2022 151 $869M +$19.4M -$9.72M +$9.67M RSP, IVV, IWM, HDV, EFA 13F-HR 10/7/2022, 02:01 PM
Q2 2022 149 $921M +$21.3M -$48.4M -$27.1M RSP, IVV, IWM, HDV, EFA 13F-HR 7/7/2022, 03:40 PM
Q1 2022 159 $1.13B +$33.2M -$1.69M +$31.5M RSP, IVV, IWM, HDV, EFA 13F-HR 4/11/2022, 07:51 AM
Q4 2021 167 $1.16B +$14M -$7.02M +$6.98M IVV, RSP, IWM, EFA, HDV 13F-HR 3/17/2022, 10:10 AM
Q3 2021 60 $91.2M $0 $0 VTI, HCA, IJR, VTWO, AAPL 13F-HR 11/15/2021, 06:11 AM
Q2 2021 164 $1.05B +$65.4M -$11.6M +$53.8M RSP, IVV, IWM, EFA, HDV 13F-HR 8/2/2021, 02:46 PM
Q1 2021 135 $949M +$31.6M -$2.84M +$28.7M RSP, IVV, IWM, EFA, HDV 13F-HR 4/20/2021, 01:13 PM
Q4 2020 131 $849M +$33.4M -$2.61M +$30.8M IVV, RSP, IWM, EFA, HDV 13F-HR 1/21/2021, 12:23 PM
Q3 2020 117 $721M +$54.4M -$2.2M +$52.2M IVV, RSP, IWM, EFA, HDV 13F-HR 10/20/2020, 03:09 PM
Q2 2020 104 $635M +$27.8M -$27.5M +$354K IVV, RSP, IWM, EFA, HDV 13F-HR 7/14/2020, 11:05 AM
Q1 2020 90 $537M +$13.9M -$2.33M +$11.5M IVV, RSP, IWM, EFA, HDV 13F-HR 4/21/2020, 10:41 AM
Q4 2019 105 $709M +$8.88M -$4.84M +$4.04M RSP, IVV, IWM, EFA, HDV 13F-HR 1/22/2020, 01:08 PM
Q3 2019 100 $659M +$6.01M -$6.08M -$72K RSP, IVV, IWM, EFA, HDV 13F-HR 10/24/2019, 12:59 PM
Q2 2019 97 $661M +$19.5M -$2.48M +$17.1M RSP, IVV, IWM, EFA, HDV 13F-HR 7/18/2019, 04:35 PM
Q1 2019 99 $630M +$22.8M -$2.5M +$20.2M RSP, IVV, IWM, EFA, HDV 13F-HR 4/26/2019, 09:16 AM
Q4 2018 92 $543M +$13.4M -$7.25M +$6.17M RSP, IVV, IWM, EFA, HDV 13F-HR 2/1/2019, 05:07 AM
Q3 2018 101 $628M +$5.45M -$8.91M -$3.46M RSP, IVV, IWM, EFA, HDV 13F-HR 11/8/2018, 05:06 AM
Q2 2018 101 $606M +$138M -$1.24M +$137M RSP, IVV, IWM, EFA, HDV 13F-HR 8/3/2018, 09:04 AM
Q1 2018 84 $578M +$4.41M -$28.5M -$24.1M RSPXXXX, IVV, IWM, EFA, HDV 13F-HR 5/4/2018, 09:31 AM
Q4 2017 88 $613M +$21.2M -$10.4M +$10.8M RSPXXXX, IVV, IWM, EFA, HDV 13F-HR 2/8/2018, 05:07 AM
Q3 2017 80 $579M +$10.4M -$20.7M -$10.3M RSPXXXX, IVV, IWM, EFA, HDV 13F-HR 11/8/2017, 05:10 AM
Q2 2017 74 $569M +$6.62M -$7.39M -$768K RSPXXXX, IVV, IWM, EFA, HDV 13F-HR 8/8/2017, 06:14 AM
Q1 2017 76 $559M +$12.2M -$7.29M +$4.94M RSPXXXX, IVV, IWM, EFA, HDV 13F-HR 5/5/2017, 07:31 AM
Q4 2016 72 $534M +$7.6M -$4.82M +$2.78M RSPXXXX, IVV, IWM, EFA, HDV 13F-HR 2/6/2017, 05:06 AM
Q3 2016 75 $521M +$11M -$4.32M +$6.66M RSPXXXX, IVV, IWM, EFA, HDV 13F-HR 11/7/2016, 10:10 AM
Q2 2016 67 $499M +$7.92M -$3.58M +$4.34M RSPXXXX, IVV, IWM, EFA, HDV 13F-HR 8/5/2016, 09:32 AM
Q1 2016 66 $484M +$13.1M -$219K +$12.9M RSPXXXX, IVV, IWM, EFA, HDV 13F-HR 5/10/2016, 07:54 AM
Q4 2015 62 $463M +$14.9M -$9.86M +$5.03M RSPXXXX, IVV, IWM, EFA, HDV 13F-HR 2/2/2016, 04:16 PM
Q3 2015 60 $442M +$8.25M -$479K +$7.77M RSPXXXX, IVV, IWM, EFA, HDV 13F-HR 11/6/2015, 12:04 PM
Q2 2015 57 $471M +$29.8M -$679K +$29.1M RSPXXXX, IWM, IVV, EFA, HDV 13F-HR 8/4/2015, 04:28 PM
Q1 2015 59 $447M +$12.9M -$1.18M +$11.7M RSPXXXX, IWM, IVV, EFA, HDV 13F-HR 4/29/2015, 10:25 AM
Q4 2014 59 $431M +$12.9M -$6.82M +$6.05M RSPXXXX, IWM, IVV, EFA, HDV 13F-HR 1/15/2015, 03:39 PM
Q3 2014 54 $412M +$70.7M -$2.92M +$67.8M RSPXXXX, IVV, IWM, EFA, HDV 13F-HR 10/22/2014, 04:24 PM
Q2 2014 46 $370M +$17M -$58.5M -$41.5M RSPXXXX, IWM, IVV, EFA, HDV 13F-HR 7/16/2014, 02:16 PM
Q1 2014 47 $397M +$15.4M -$3.89M +$11.5M RSPXXXX, IWM, IVV, EFA, HDV 13F-HR 5/1/2014, 03:33 PM
Q4 2013 52 $382M RSPXXXX, IWM, IVV, EFA, HDV 13F-HR 1/16/2014, 02:47 PM