$559 Million is the total value of LBMC INVESTMENT ADVISORS, LLC's 76 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HCA | Hca The Healthcare Co | $3,917,000 | +20.2% | 44,013 | 0.0% | 0.70% | +14.9% | |
| BRKB | Berkshire Hathaway Cl B | $2,110,000 | +2.3% | 12,658 | 0.0% | 0.38% | -2.1% | |
| GRC | Gorman Rupp Co Com | $1,919,000 | +1.4% | 61,116 | 0.0% | 0.34% | -3.1% | |
| SMBK | Smartfinancial Inc | $924,000 | +10.7% | 43,931 | 0.0% | 0.16% | +5.8% | |
| GLD | Spdr Gold TRUST | $906,000 | +8.4% | 7,628 | 0.0% | 0.16% | +3.2% | |
| LPNT | Lifepoint Health Inc | $685,000 | +15.3% | 10,458 | 0.0% | 0.12% | +10.8% | |
| TECD | Tech Data Corp | $571,000 | +10.9% | 6,084 | 0.0% | 0.10% | +6.2% | |
| SYY | Sysco Corporation | $551,000 | -6.3% | 10,615 | 0.0% | 0.10% | -10.0% | |
| HTLD | Heartland Express Inc | $460,000 | -1.5% | 22,923 | 0.0% | 0.08% | -5.7% | |
| SGRY | Surgery Partners Inc | $438,000 | +23.0% | 22,439 | 0.0% | 0.08% | +16.4% | |
| RDSB | Royal Dutch Shell B Adrf | $283,000 | -3.7% | 5,075 | 0.0% | 0.05% | -7.3% | |
| VIG | Vanguard Div Appreciation | $261,000 | +5.2% | 2,906 | 0.0% | 0.05% | +2.2% | |
| NEE | Nextera Energy Inc | $243,000 | +7.5% | 1,895 | 0.0% | 0.04% | +2.4% | |
| MRK | Merck & Co Inc | $236,000 | +8.3% | 3,707 | 0.0% | 0.04% | +2.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Ishares TRUST S&P 500 | 42 | Q3 2023 | 21.9% |
| Ishares Russell 2000 | 42 | Q3 2023 | 18.6% |
| Ishares Tr MSCI EAFE Fd | 42 | Q3 2023 | 10.0% |
| Ishares Msci ETF High Dividend Equity Fund | 42 | Q3 2023 | 7.0% |
| Ishares Tr Dow Jones Select Divid Index | 42 | Q3 2023 | 4.0% |
| Ishares MSCI Emrg Mkt Fd | 42 | Q3 2023 | 5.4% |
| Ishares Tr Dj US Utils | 42 | Q3 2023 | 4.2% |
| Vanguard Europe Pac Etf | 42 | Q3 2023 | 2.4% |
| Vanguard Short Term Bd Index | 42 | Q3 2023 | 6.4% |
| Ishares Tr S&P 500/ Barra Growth Index | 42 | Q3 2023 | 2.1% |
View LBMC INVESTMENT ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-07 |
| 13F-HR | 2022-07-07 |
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-03-17 |
View LBMC INVESTMENT ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.