Portfolio (Quarterly)
Guide ↗
LBMC INVESTMENT ADVISORS, LLC
· CIK 0001536924| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 18,463 | $1.8M | 0.11% | SOLD |
| 2 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 2,318 | $372K | 0.02% | SOLD |
| 3 | VXUS | VANGUARD STAR FDS | — | 4,307 | $325K | 0.02% | SOLD |
| 4 | CRM | SALESFORCE INC | Technology | 1,028 | $272K | 0.02% | SOLD |
| 5 | LUV | SOUTHWEST AIRLS CO | Industrials | 6,336 | $262K | 0.02% | SOLD |
| 6 | HRB | BLOCK H & R INC | Consumer Cyclical | 5,000 | $218K | 0.01% | SOLD |
| 7 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 2,518 | $207K | 0.01% | SOLD |
| 8 | RVTY | REVVITY INC | Healthcare | 2,133 | $206K | 0.01% | SOLD |
| 9 | PYPL | PAYPAL HLDGS INC | Financial Services | 3,500 | $204K | 0.01% | SOLD |
Sector Allocation
Technology
23.3%
Financial Services
22.7%
Healthcare
17.4%
Communication Services
10.2%
Industrials
9.1%
Consumer Cyclical
6.6%
Consumer Defensive
4.0%
Energy
3.4%
Utilities
2.6%
Basic Materials
0.7%