Lbmc Investment Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

In the ever-changing world of investments, it is crucial for investors to stay informed about the latest trends and shifts in the market. One of the ways this can be accomplished is by examining the 13F filings of various fund managers. These filings provide insights into the holdings and changes made by these managers.

In this article, we will be focusing on the Q2 2023 and Q3 2023 13F holdings of Lbmc Investment Advisors, LLC. We will analyze the data, discuss the notable changes in holdings, and provide insights into the potential reasons behind these changes.

One of the prominent holdings for Lbmc Investment Advisors, LLC in Q2 2023 was the iShares TRUST S&P 500 (IVV). However, in Q3 2023, the number of shares held in IVV decreased from 464,795 to 460,105, with the value decreasing from $207,163,000 to $194,882,000, representing a 5.9% change. This decrease could be attributed to various factors such as market fluctuations, portfolio rebalancing, or changes in the fund manager's strategy.

Another significant holding that experienced a decrease in Q3 2023 was the Invesco S&P 500 Eql Wgt (RSP). The number of shares held in RSP decreased from 1,344,114 to 1,333,034, with the value decreasing from $201,133,000 to $184,505,000, representing an 8.3% change. Again, the reasons for this decrease could be similar to those mentioned earlier.

The iShares Russell 2000 (IWM) was also subject to a decrease in holdings for Lbmc Investment Advisors, LLC in Q3 2023. The number of shares held in IWM decreased from 716,880 to 710,267, with the value decreasing from $134,250,000 to $121,555,000, representing a 9.5% change. This decrease could be influenced by factors such as market performance or a shift in investment strategy.

On the other hand, not all holdings experienced a decrease. The Vanguard High Div ETF (VYM) saw an increase in Q3 2023, with the number of shares held increasing from 110,478 to 118,418, and the value increasing from $11,718,000 to $11,990,000, representing a 2.3% change. This increase could be due to factors such as solid performance or positive market sentiment towards high-dividend ETFs.

It is important to note that these changes in holdings are not isolated incidents and are part of the dynamic nature of the market. Fund managers regularly assess their portfolios and make adjustments based on various factors, including their investment objectives, market conditions, and investor preferences.

In conclusion, analyzing the Q2 2023 and Q3 2023 13F holdings of Lbmc Investment Advisors, LLC provides valuable insights into the changes made by this fund manager. While some holdings experienced decreases, others saw increases, reflecting the ever-changing nature of the investment landscape. Investors should keep a close eye on these changes to stay informed and make well-informed investment decisions.