LBMC Investment Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the ever-changing world of investment, it's crucial for investors to keep track of the holdings of different funds. The 13F form provides valuable insights into the changes in holdings that fund managers make over time. In this article, we will analyze the Q1 2023 vs. Q2 2023 13F holdings comparison for LBMC Investment Advisors, LLC. Let's dive into the data and see what trends and patterns emerge.

When analyzing the data, it's essential first to understand the symbols used to represent the issuers. IVV represents Ishares TRUST S&P 500, RSP stands for Invesco S&P 500 Eql Wgt, IWM refers to Ishares Russell 2000, and HDV represents Ishares Msci ETF High Dividend Equity Fund.

Looking at the Q1 2023 vs. Q2 2023 comparison, we can see that LBMC Investment Advisors, LLC made some significant changes to their holdings. One of the most notable changes is in the Ishares TRUST S&P 500 (IVV) holdings, which decreased from 471,134 shares in Q1 2023 to 464,795 shares in Q2 2023. This represents a decrease of 7% in the number of shares held.

Another significant change is in the Invesco S&P 500 Eql Wgt (RSP) holdings, which decreased from 1,367,518 shares in Q1 2023 to 1,344,114 shares in Q2 2023. This represents a decrease of 1.7% in the number of shares held.

On the other hand, there were also some holdings that saw an increase. The Ishares Russell 2000 (IWM) holdings increased from 727,735 shares in Q1 2023 to 716,880 shares in Q2 2023. This represents an increase of 3.4%.

LBMC Investment Advisors, LLC also made changes to their holdings in the Ishares Msci ETF High Dividend Equity Fund (HDV). The number of shares held decreased from 509,040 in Q1 2023 to 505,042 in Q2 2023, representing a decrease of 1.6%.

Similarly, the holdings for Ishares Tr MSCI EAFE Fd (EFA) decreased from 556,989 shares in Q1 2023 to 541,619 shares in Q2 2023, representing a decrease of 1.4%. The Ishares Core Msci Eafe (IEFA) holdings also decreased from 589,252 shares in Q1 2023 to 562,477 shares in Q2 2023, representing a decrease of 3.6%.

LBMC Investment Advisors, LLC also reduced their holdings in the Ishares Tr Dow Jones Select Divid Index (DVY). The number of shares dropped from 251,836 in Q1 2023 to 246,979 in Q2 2023, representing a decrease of 5.2%.

On the other hand, holdings in Vanguard Europe Pac Etf (VEA) increased from 504,678 shares in Q1 2023 to 508,049 shares in Q2 2023, representing an increase of 2.9%. The holdings in Ishares Cohen Steers REIT (ICF) decreased from 359,683 shares in Q1 2023 to 351,205 shares in Q2 2023, representing a decrease of 2.3%.

These changes in the holdings of LBMC Investment Advisors, LLC demonstrate their strategy of actively managing their portfolio to respond to market conditions. It's important for investors to keep an eye on these changes and consider how they align with their own investment goals and risk tolerance.

In conclusion, LBMC Investment Advisors, LLC made significant changes to their holdings in the Q1 2023 vs. Q2 2023 13F holdings comparison. Some holdings saw an increase, while others experienced a decrease. These changes indicate the fund's active management approach and its response to market conditions.

Remember, investing is a complex process, and it's always recommended to consult with a financial advisor or do thorough research before making any investment decisions.