Analyzing LBMC Investment Advisors' Q4 2022 vs. Q1 2023 13F Holdings: Changes, Trends, and Insights

As an investment advisor, LBMC Investment Advisors, LLC performs a wide range of analyses to ensure that their investment strategies are optimized for the best returns possible. One of the ways that they assess potential investment opportunities is by reviewing 13F holdings, which provide detailed information about the securities held in their managed portfolios.

In this blog post, we'll take a closer look at LBMC Investment Advisors' Q4 2022 vs. Q1 2023 13F holdings comparison, which highlights changes in the shares and values of the various funds that they manage. Using the provided CSV, we'll identify any emerging trends, significant changes, and possible insights that can help us better understand LBMC's investment strategies.

LBMC's Most Significant Holdings

According to the CSV, LBMC's Q4 2022 quarterly filings include 44 securities with a total value of $2,263,114, whereas the Q1 2023 filings include 47 securities with a total value of $2,368,629. These holdings have demonstrated an overall growth of 4.6% in terms of value.

Among the most notable holdings, the Invesco S&P 500 Eql Wgt has remained a significant part of LBMC's portfolio, with share values remaining relatively stable between Q4 and Q1. However, iShares TRUST S&P 500 has shown significant growth, with shares increasing by 7.6% and values increasing from $179,925 to $193,673.

Other holdings that have been added to LBMC's portfolio include the iShares MSCI ETF High Dividend Equity Fund (HDV), which showed a small decline in values, and the iShares Tr MSCI EAFE Fd (EFA), which has increased in shares and values by 8.9%. The Vanguard Mid Cap (VO) has also shown a massive 31.7% increase in shares, along with a 31.1% value increase.

Insights and Implications

LBMC's Q4 2022 vs. Q1 2023 13F holdings comparison highlights several emerging trends that are worth noting. For one, LBMC seems to be shifting their focus toward international funds. In addition to iShares Tr MSCI EAFE Fd (EFA), LBMC has also invested in iShares Core Msci Eafe (IEFA), which has shown an increase in both shares and values.

Another notable trend is the significant growth of LBMC's Vanguard Mid Cap (VO) and Vanguard Europe Pac Etf (VEA) holdings. The increase in shares and values for these two funds suggests that LBMC may be betting on moderate growth across multiple sectors.

Finally, the shift away from the iShares Tr S&P 500/ Value Index Fd (IVE) and the iShares Tr Dow Jones Select Divid Index (DVY) is worth noting. Both of these funds have seen a decline in shares and values, which could indicate that LBMC sees more growth potential in other investments.

In conclusion, LBMC Investment Advisors' Q4 2022 vs. Q1 2023 13F holdings comparison tells an interesting story about their investment strategies. With a focus on international funds and moderate growth, it seems that LBMC is exploring new opportunities to diversify their portfolio and maximize returns.