Lbmc Investment Advisors, Llc Buys Vanguard FTSE Emerging Markets ETF, SPDR Portfolio S&P 500 Growth ETF, General Motors Co, Sells Verizon Communications Inc, Royal Dutch Shell PLC, Constellation Brands Inc

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Jan 22, 2020
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Brentwood, TN, based Investment company Lbmc Investment Advisors, Llc (Current Portfolio) buys Vanguard FTSE Emerging Markets ETF, SPDR Portfolio S&P 500 Growth ETF, General Motors Co, PerkinElmer Inc, Tech Data Corp, sells Verizon Communications Inc, Royal Dutch Shell PLC, Constellation Brands Inc, Invesco DB Commodity Index Tracking Fund during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Lbmc Investment Advisors, Llc. As of 2019Q4, Lbmc Investment Advisors, Llc owns 102 stocks with a total value of $708 million. These are the details of the buys and sells.

For the details of LBMC INVESTMENT ADVISORS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lbmc+investment+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of LBMC INVESTMENT ADVISORS, LLC
  1. Invesco S&P 500 Equal Weight ETF (RSP) - 1,275,501 shares, 20.86% of the total portfolio. Shares added by 0.27%
  2. iShares Core S&P 500 ETF (IVV) - 443,610 shares, 20.26% of the total portfolio. Shares added by 0.11%
  3. iShares Russell 2000 ETF (IWM) - 712,523 shares, 16.68% of the total portfolio. Shares added by 0.30%
  4. iShares MSCI EAFE ETF (EFA) - 671,816 shares, 6.59% of the total portfolio. Shares reduced by 1.74%
  5. iShares Core High Dividend ETF (HDV) - 412,604 shares, 5.72% of the total portfolio. Shares added by 0.58%
New Purchase: SPDR Portfolio S&P 500 Growth ETF (SPYG)

Lbmc Investment Advisors, Llc initiated holding in SPDR Portfolio S&P 500 Growth ETF. The purchase prices were between $37.77 and $42.13, with an estimated average price of $40.15. The stock is now traded at around $44.01. The impact to a portfolio due to this purchase was 0.1%. The holding were 16,991 shares as of .

New Purchase: General Motors Co (GM)

Lbmc Investment Advisors, Llc initiated holding in General Motors Co. The purchase prices were between $33.88 and $38.72, with an estimated average price of $36.34. The stock is now traded at around $34.98. The impact to a portfolio due to this purchase was 0.08%. The holding were 14,904 shares as of .

New Purchase: Tech Data Corp (TECD)

Lbmc Investment Advisors, Llc initiated holding in Tech Data Corp. The purchase prices were between $102.26 and $144.89, with an estimated average price of $129.24. The stock is now traded at around $144.25. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,470 shares as of .

New Purchase: Mastercard Inc (MA)

Lbmc Investment Advisors, Llc initiated holding in Mastercard Inc. The purchase prices were between $260.85 and $300.74, with an estimated average price of $282.5. The stock is now traded at around $325.49. The impact to a portfolio due to this purchase was 0.03%. The holding were 774 shares as of .

New Purchase: PerkinElmer Inc (PKI)

Lbmc Investment Advisors, Llc initiated holding in PerkinElmer Inc. The purchase prices were between $79.1 and $97.45, with an estimated average price of $89.54. The stock is now traded at around $100.92. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,133 shares as of .

New Purchase: UnitedHealth Group Inc (UNH)

Lbmc Investment Advisors, Llc initiated holding in UnitedHealth Group Inc. The purchase prices were between $215.36 and $295.97, with an estimated average price of $263.11. The stock is now traded at around $300.81. The impact to a portfolio due to this purchase was 0.03%. The holding were 762 shares as of .

Added: Vanguard FTSE Emerging Markets ETF (VWO)

Lbmc Investment Advisors, Llc added to a holding in Vanguard FTSE Emerging Markets ETF by 39.96%. The purchase prices were between $39.79 and $44.7, with an estimated average price of $42.43. The stock is now traded at around $45.03. The impact to a portfolio due to this purchase was 0.25%. The holding were 139,936 shares as of .

Added: Global Payments Inc (GPN)

Lbmc Investment Advisors, Llc added to a holding in Global Payments Inc by 28.16%. The purchase prices were between $155.13 and $183.49, with an estimated average price of $172.18. The stock is now traded at around $200.69. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,476 shares as of .

Sold Out: Royal Dutch Shell PLC (RDS.B)

Lbmc Investment Advisors, Llc sold out a holding in Royal Dutch Shell PLC. The sale prices were between $56.44 and $60.86, with an estimated average price of $58.87.

Sold Out: Constellation Brands Inc (STZ)

Lbmc Investment Advisors, Llc sold out a holding in Constellation Brands Inc. The sale prices were between $174.89 and $206.79, with an estimated average price of $188.45.



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