LBMC Investment Advisors

Latest statistics and disclosures from LBMC Investment Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BSV, RSP, IWM, IVV, EFA. These five stock positions account for 67.76% of LBMC Investment Advisors's total stock portfolio.
  • Added to shares of BSV (+$6.67M), Ishares High Dividend Equity F, IWM, RSP, EFA, EEM, IVV, DVY, DBC, SYT.
  • Started new stock positions in Flowers Foods Inc cmn, IYR, SYT, BND.
  • Reduced shares in these stocks: GLD, XOM.
  • Sold out of its positions in GLD.
  • As of March 31, 2013, LBMC Investment Advisors has $294.41M in assets under management (AUM). Assets under management grew from a total value of $249.20M to $294.41M.
  • Independent of market fluctuations, LBMC Investment Advisors was a net buyer by $30.03M worth of stocks in the most recent quarter.

LBMC Investment Advisors portfolio companies for quarter ending March 2013

Ticker Name Portfolio Weight Change Share Count Price Last Trade
BSV Vanguard Short-Term Bond ETF 24.05 +10.00% 874135 80.99 80.92
RSP Rydex S&P; Equal Weight ETF 13.91 +9.00% 686414 59.64 63.87
IWM iShares Russell 2000 Index 11.64 +12.00% 362872 94.43 99.05
IVV iShares S&P; 500 Index 10.55 +5.00% 197388 157.36 167.80
EFA iShares MSCI EAFE Index Fund 7.61 +13.00% 380107 58.98 63.05
IDU iShares Dow Jones US Utilities 4.18 126636 97.10 100.32
EEM iShares MSCI Emerging Markets Indx 3.46 +29.00% 238250 42.77 43.42
Ishares High Dividend Equity F 3.27 +88.00% 147444 65.36 0.00
DBC PowerShares DB Com Indx Trckng Fund 2.98 +11.00% 320761 27.31 26.18
VWO Vanguard Emerging Markets ETF 2.80 192012 42.89 44.02
IVW iShares S&P; 500 Growth Index 2.04 +2.00% 72741 82.37 88.05
IVE iShares S&P; 500 Value Index 1.82 72716 73.79 78.50
DVY iShares Dow Jones Select Dividend 1.75 +35.00% 81342 63.40 67.00
Vanguard Scottsdale Fds vng rus2000idx 1.57 61558 75.23 0.00
IDV iShares Dow Jones EPAC Sel Div Ind 0.94 +2.00% 81477 34.14 35.62
VEA Vanguard Europe Pacific ETF 0.63 +2.00% 50918 36.43 39.01
Ishares Tr s^p aggr all 0.63 +6.00% 46735 39.78 0.00
HCA HOLDINGS 0.62 44967 40.63 0.00
AOR iShares S&P; Growth Allocation Fund 0.47 +6.00% 38807 35.74 36.91
JAH Jarden Corporation 0.46 +49.00% 31847 42.86 48.18
Vanguard Health Systems 0.45 90000 14.87 0.00
Vanguard S&p 500 0.41 16825 71.62 0.00
AOS A. O. Smith Corporation 0.33 13225 73.57 39.71
DTN WisdomTree Dividend ex-Fin Fund 0.29 13916 61.94 64.99
XOM Exxon Mobil Corporation 0.25 8112 90.11 91.76
IBM International Business Machines 0.22 3059 213.14 208.44
SYT Syngenta AG 0.20 NEW 1375 418.18 81.82
Boeing 0.19 6548 85.83 0.00
SO Southern Company 0.18 11027 46.88 46.60
PFF iShares S&P; US Pref Stock Idx Fnd 0.17 +63.00% 12213 40.53 40.92
EES WisdomTree SmallCap Earnings Fund 0.15 7115 63.39 66.90
Berkshire Hath-cl B 0.15 4160 104.09 0.00
IYR iShares Dow Jones US Real Estate 0.12 NEW 4881 69.45 75.23
Flowers Foods Inc cmn 0.12 NEW 10687 32.94 0.00
MCD McDonald's Corporation 0.11 3227 99.78 101.54
SLV iShares Silver Trust 0.11 11915 27.44 21.40
GXC SPDR S&P; China 0.11 4471 70.01 72.56
SPYG SPDR DJ Wilshire Large Cap Growth 0.11 4478 71.24 76.15
JNJ Johnson & Johnson 0.09 3216 81.47 88.09
FCX Freeport-McMoRan Copper & Gold 0.09 7592 33.06 32.68
BND Vanguard Total Bond Market ETF 0.09 NEW 3194 83.59 83.22
Apple Computer 0.09 +11.00% 600 443.33 0.00
KO Coca-Cola Company 0.08 5534 40.48 42.97
WMT Wal-Mart Stores 0.08 3193 74.85 77.87
VTR Ventas 0.08 3237 73.22 81.67
AGG iShares Lehman Aggregate Bond 0.08 2179 110.60 110.31
Bk Of America 0.08 +11.00% 18966 12.18 0.00
F Ford Motor Company 0.07 16148 13.13 15.08
RF Regions Financial Corporation 0.06 22600 8.19 9.05
KEY Key 0.05 13835 9.97 10.80
Timmins Gold 0.02 25000 2.88 0.00

Past 13F-HR SEC Filings for LBMC Investment Advisors

View All Filings for LBMC Investment Advisors