LBMC Investment Advisors
Latest statistics and disclosures from Lbmc Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, RSP, IWM, HDV, IEFA, and represent 52.16% of Lbmc Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: IBHI (+$10M), IBHH (+$8.2M), IBHG (+$6.6M), IBHJ (+$6.5M), IBHK (+$6.5M), IBHF, COF, IJR, VYM, IBMQ.
- Started 29 new stock positions in TRV, GS, XLC, PLTR, AMAT, BR, STX, SHLD, VMC, IBHL.
- Reduced shares in these 10 stocks: IVV, VTWO, EFA, IVW, VT, GOOG, IJH, XOM, HDV, HCA.
- Sold out of its positions in CCL, CRWD, Highlands Reit Inc Real Estate Invst Trust Marylan, RVTY, SCHR, SCHP, VMBS.
- Lbmc Investment Advisors was a net buyer of stock by $77M.
- Lbmc Investment Advisors has $1.6B in assets under management (AUM), dropping by 11.88%.
- Central Index Key (CIK): 0001536924
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Portfolio Holdings for Lbmc Investment Advisors
Lbmc Investment Advisors holds 236 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 18.4 | $289M | 431k | 669.30 |
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| Invesco S&p 500 Equal Weight Etf (RSP) | 16.2 | $254M | 1.3M | 189.70 |
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| iShares Russell 2000 Index (IWM) | 10.9 | $170M | 704k | 241.96 |
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| Ishares High Dividend Equity F (HDV) | 3.6 | $56M | 455k | 122.45 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 3.2 | $50M | 573k | 87.31 |
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| iShares MSCI EAFE Index Fund (EFA) | 2.9 | $46M | 487k | 93.37 |
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| Ishares Tr (IBHH) | 2.3 | $36M | +29% | 1.5M | 23.86 |
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| Ishares Tr (IBHG) | 2.1 | $33M | +25% | 1.5M | 22.49 |
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| iShares Dow Jones Select Dividend (DVY) | 2.1 | $33M | 229k | 142.10 |
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| Vanguard Europe Pacific ETF (VEA) | 1.6 | $25M | 409k | 59.92 |
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| Ishares Tr (IBHF) | 1.5 | $24M | +21% | 1.0M | 23.39 |
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| Vanguard High Dividend Yield ETF (VYM) | 1.4 | $23M | +9% | 161k | 140.95 |
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| Ishares Tr (IBHI) | 1.4 | $23M | +84% | 944k | 23.85 |
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| iShares S&P SmallCap 600 Index (IJR) | 1.3 | $20M | +11% | 172k | 118.83 |
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| Hca Holdings (HCA) | 1.2 | $19M | -2% | 44k | 426.20 |
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| Apple (AAPL) | 1.0 | $16M | 64k | 254.63 |
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| Vanguard S&p 500 Etf idx (VOO) | 1.0 | $16M | 26k | 612.37 |
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| iShares Cohen & Steers Realty Maj. (ICF) | 1.0 | $16M | 254k | 61.62 |
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| iShares S&P 500 Growth Index (IVW) | 0.9 | $15M | -4% | 123k | 120.72 |
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| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.9 | $15M | -6% | 151k | 97.82 |
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| Ishares Ibonds 2030 Term High Yield And Income Etf (IBHJ) | 0.9 | $14M | +88% | 522k | 26.80 |
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| Vanguard Mid-Cap ETF (VO) | 0.8 | $13M | 44k | 293.74 |
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| iShares Dow Jones US Utilities (IDU) | 0.8 | $12M | 111k | 110.90 |
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| Ishares Tr ibonds dec 27 (IBMP) | 0.8 | $12M | +11% | 472k | 25.48 |
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| Ishares Tr ibonds dec 26 (IBMO) | 0.8 | $12M | +12% | 464k | 25.66 |
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| Ishares Tr s^p aggr all (AOA) | 0.7 | $12M | -2% | 132k | 88.14 |
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| Ishares Tr ibonds dec 28 (IBMQ) | 0.7 | $11M | +16% | 439k | 25.64 |
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| iShares S&P 500 Value Index (IVE) | 0.6 | $9.1M | 44k | 206.51 |
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| Microsoft Corporation (MSFT) | 0.6 | $8.8M | +8% | 17k | 517.94 |
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| Vanguard REIT ETF (VNQ) | 0.5 | $8.3M | 91k | 91.42 |
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| Ishares Tr (IBHK) | 0.5 | $8.3M | +365% | 316k | 26.11 |
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| Vanguard Emerging Markets ETF (VWO) | 0.5 | $7.6M | 141k | 54.18 |
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| Ishares Inc core msci emkt (IEMG) | 0.5 | $7.4M | 112k | 65.92 |
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| Amazon (AMZN) | 0.5 | $7.4M | +4% | 34k | 219.57 |
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| Ishares Tr ibonds dec 25 (IBMN) | 0.5 | $7.1M | -3% | 265k | 26.79 |
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| Ishares Tr ibonds 25 trm hg (IBHE) | 0.4 | $6.9M | +17% | 296k | 23.22 |
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| Ishares Ibonds Dec 2029 Muni Etf (IBMR) | 0.4 | $6.7M | +15% | 261k | 25.53 |
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| Alphabet Inc Class C cs (GOOG) | 0.4 | $6.5M | -8% | 27k | 243.55 |
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| AFLAC Incorporated (AFL) | 0.4 | $5.9M | 53k | 111.70 |
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| Berkshire Hathaway (BRK.B) | 0.4 | $5.8M | +5% | 12k | 502.74 |
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| Ishares Tr ibonds dec 29 (IBDU) | 0.4 | $5.7M | +25% | 242k | 23.47 |
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| Ishares Tr ibonds etf (IBDS) | 0.4 | $5.5M | +15% | 226k | 24.34 |
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| iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $5.3M | 99k | 53.40 |
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| SPDR S&P World ex-US (SPDW) | 0.3 | $5.0M | 118k | 42.79 |
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| Spdr S&p 500 Etf (SPY) | 0.3 | $4.9M | 7.3k | 666.17 |
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| iShares S&P Growth Allocation Fund (AOR) | 0.3 | $4.8M | 75k | 64.38 |
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| Ishares Tr ibds dec28 etf (IBDT) | 0.3 | $4.8M | +21% | 187k | 25.52 |
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| Ishares Tr (IBDV) | 0.3 | $4.8M | 215k | 22.15 |
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| Ishares Tr ibonds dec2026 (IBDR) | 0.3 | $4.6M | +33% | 191k | 24.30 |
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| iShares S&P MidCap 400 Index (IJH) | 0.3 | $4.4M | -10% | 67k | 65.26 |
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| Facebook Inc cl a (META) | 0.3 | $4.3M | 5.9k | 734.36 |
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| A. O. Smith Corporation (AOS) | 0.2 | $3.9M | 53k | 73.41 |
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| Alphabet Inc Class A cs (GOOGL) | 0.2 | $3.8M | +13% | 16k | 243.10 |
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| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $3.8M | 6.3k | 600.39 |
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| Capital One Financial (COF) | 0.2 | $3.5M | NEW | 17k | 212.58 |
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| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.2 | $3.5M | 33k | 104.51 |
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| Aon (AON) | 0.2 | $3.3M | 9.4k | 356.58 |
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| Home Depot (HD) | 0.2 | $3.1M | 7.7k | 405.17 |
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| Oracle Corporation (ORCL) | 0.2 | $2.9M | +44% | 11k | 281.24 |
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| NVIDIA Corporation (NVDA) | 0.2 | $2.9M | +22% | 16k | 186.58 |
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| Ishares Tr (IBMS) | 0.2 | $2.9M | +83% | 110k | 26.08 |
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| Gorman-Rupp Company (GRC) | 0.2 | $2.8M | 61k | 46.41 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $2.7M | +27% | 8.7k | 315.43 |
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| Southern Company (SO) | 0.2 | $2.7M | -2% | 28k | 94.77 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.6M | +92% | 3.5k | 763.00 |
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| Coca-Cola Company (KO) | 0.2 | $2.6M | 39k | 66.32 |
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| Vanguard Information Technology ETF (VGT) | 0.1 | $2.1M | 2.9k | 746.69 |
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| Spdr Ser Tr msci usa qual (QUS) | 0.1 | $2.1M | 12k | 171.20 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.9M | +37% | 2.0k | 925.63 |
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| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $1.8M | -11% | 70k | 26.34 |
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| Pinnacle Financial Partners (PNFP) | 0.1 | $1.8M | +5% | 19k | 93.79 |
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| MasterCard Incorporated (MA) | 0.1 | $1.8M | +80% | 3.1k | 568.87 |
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| Broadcom (AVGO) | 0.1 | $1.8M | +258% | 5.4k | 329.94 |
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| International Business Machines (IBM) | 0.1 | $1.7M | +15% | 6.2k | 282.18 |
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| Ishares Tr (IBDW) | 0.1 | $1.7M | 82k | 21.22 |
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| SPDR DJ Wilshire Large Cap (SPLG) | 0.1 | $1.7M | 21k | 78.34 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.6M | 9.5k | 170.84 |
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| Health Care SPDR (XLV) | 0.1 | $1.6M | +43% | 12k | 139.17 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.6M | -22% | 14k | 112.75 |
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| Vanguard Total World Stock Idx (VT) | 0.1 | $1.6M | -28% | 12k | 137.80 |
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| Smartfinancial (SMBK) | 0.1 | $1.6M | 44k | 35.73 |
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| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.1 | $1.5M | -6% | 59k | 26.30 |
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| Caterpillar (CAT) | 0.1 | $1.5M | +204% | 3.2k | 477.15 |
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| Walt Disney Company (DIS) | 0.1 | $1.5M | 13k | 114.50 |
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| General Electric (GE) | 0.1 | $1.4M | +2% | 4.8k | 300.82 |
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| Ishares Bitcoin Tr (IBIT) | 0.1 | $1.4M | 22k | 65.00 |
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| iShares S&P MidCap 400 Growth (IJK) | 0.1 | $1.4M | 15k | 95.89 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.4M | +48% | 8.4k | 161.79 |
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| Abbvie (ABBV) | 0.1 | $1.4M | +90% | 5.8k | 231.54 |
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| Shopify Inc cl a (SHOP) | 0.1 | $1.3M | 9.0k | 148.61 |
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| Fidelity Wise Origin Bitcoin (FBTC) | 0.1 | $1.3M | 13k | 99.81 |
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| Visa (V) | 0.1 | $1.3M | +13% | 3.7k | 341.36 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.3M | -5% | 6.8k | 185.41 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.2M | +89% | 7.2k | 167.32 |
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| Super Micro Computer Inc Com Usd0.001 (SMCI) | 0.1 | $1.2M | 25k | 47.94 |
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| Bank of America Corporation (BAC) | 0.1 | $1.2M | +30% | 23k | 51.59 |
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| DFA Tax-Managed US Marketwide Value II (DFUV) | 0.1 | $1.2M | +3% | 26k | 44.69 |
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| Ishares Tr (IBDX) | 0.1 | $1.1M | 44k | 25.62 |
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| Ishares Tr core div grwth (DGRO) | 0.1 | $1.0M | NEW | 15k | 68.08 |
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| Boeing Company (BA) | 0.1 | $1.0M | 4.7k | 215.83 |
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| Citigroup (C) | 0.1 | $1.0M | NEW | 10k | 101.50 |
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| Snowflake Inc Cl A (SNOW) | 0.1 | $976k | 4.3k | 225.55 |
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| Wells Fargo & Company (WFC) | 0.1 | $975k | +63% | 12k | 83.82 |
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| iShares Russell 1000 Growth Index (IWF) | 0.1 | $955k | 2.0k | 468.38 |
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| Wal-Mart Stores (WMT) | 0.1 | $952k | 9.2k | 103.06 |
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| Vanguard Total Stock Market ETF (VTI) | 0.1 | $950k | 2.9k | 328.15 |
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| Chevron Corporation (CVX) | 0.1 | $927k | 6.0k | 155.29 |
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| Tesla Motors (TSLA) | 0.1 | $898k | +13% | 2.0k | 444.72 |
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| Ishares Inc cmn (EUSA) | 0.1 | $865k | 8.4k | 102.97 |
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| Cisco Systems (CSCO) | 0.1 | $830k | 12k | 68.42 |
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| Ishares Tr (IBHL) | 0.1 | $830k | NEW | 32k | 25.81 |
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| First Tr Exchng Traded Fd Vi (FDEC) | 0.1 | $825k | NEW | 17k | 49.24 |
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| Yandex Nv-a (NBIS) | 0.1 | $807k | 7.2k | 112.27 |
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| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $788k | -6% | 3.7k | 215.80 |
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| Mongodb Inc. Class A (MDB) | 0.0 | $776k | 2.5k | 310.38 |
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| Merck & Co (MRK) | 0.0 | $760k | +3% | 9.1k | 83.93 |
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| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.0 | $749k | 14k | 55.33 |
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| Regions Financial Corporation (RF) | 0.0 | $731k | +46% | 28k | 26.37 |
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| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $729k | 7.9k | 91.78 |
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| Ge Vernova (GEV) | 0.0 | $718k | 1.2k | 614.91 |
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| Sch Fnd Intl Lg Etf (FNDF) | 0.0 | $701k | -17% | 16k | 42.96 |
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| Abbott Laboratories (ABT) | 0.0 | $697k | +90% | 5.2k | 133.95 |
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| Goldman Sachs (GS) | 0.0 | $697k | NEW | 875.00 | 796.34 |
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| Eaton (ETN) | 0.0 | $693k | NEW | 1.9k | 374.25 |
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| Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 0.0 | $681k | 22k | 31.16 |
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| Truxton (TRUX) | 0.0 | $667k | 8.3k | 80.00 |
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| PNC Financial Services (PNC) | 0.0 | $664k | 3.3k | 200.95 |
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| Shp Etf Trust (PRAY) | 0.0 | $652k | 21k | 31.36 |
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| SPDR S&P Emerging Markets (SPEM) | 0.0 | $636k | +16% | 14k | 46.81 |
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| ConocoPhillips (COP) | 0.0 | $620k | 6.6k | 94.59 |
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| MicroStrategy Incorporated (MSTR) | 0.0 | $609k | NEW | 1.9k | 322.21 |
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| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $601k | 1.3k | 463.87 |
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| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $577k | -9% | 16k | 36.55 |
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| Deere & Company (DE) | 0.0 | $572k | +145% | 1.3k | 457.26 |
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| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $556k | -5% | 7.0k | 78.91 |
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| Palantir Technologies (PLTR) | 0.0 | $555k | NEW | 3.0k | 182.42 |
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| Micron Technology (MU) | 0.0 | $543k | 3.2k | 167.32 |
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| Pepsi (PEP) | 0.0 | $541k | 3.9k | 140.44 |
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| Duke Energy (DUK) | 0.0 | $524k | +30% | 4.2k | 123.76 |
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| Schwab International Equity ETF (SCHF) | 0.0 | $523k | -15% | 23k | 23.28 |
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| Synopsys (SNPS) | 0.0 | $517k | -3% | 1.0k | 493.39 |
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| Dimensional Etf Trust (DFAT) | 0.0 | $499k | 8.6k | 58.21 |
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| Travelers Companies (TRV) | 0.0 | $489k | NEW | 1.8k | 279.22 |
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| ProShares Ultra QQQ (QLD) | 0.0 | $488k | 3.6k | 137.21 |
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| Analog Devices (ADI) | 0.0 | $465k | 1.9k | 245.70 |
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| Vulcan Materials Company (VMC) | 0.0 | $461k | NEW | 1.5k | 307.62 |
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| Schwab U S Small Cap ETF (SCHA) | 0.0 | $448k | -18% | 16k | 27.90 |
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| Morgan Stanley (MS) | 0.0 | $439k | NEW | 2.8k | 158.96 |
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| Honeywell International (HON) | 0.0 | $434k | +66% | 2.1k | 210.50 |
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| Palo Alto Networks (PANW) | 0.0 | $429k | NEW | 2.1k | 203.62 |
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| Trane Technologies (TT) | 0.0 | $422k | 1.0k | 421.96 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $422k | 6.6k | 63.59 |
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| Broadridge Financial Solutions (BR) | 0.0 | $421k | NEW | 1.8k | 238.17 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $419k | 4.4k | 95.47 |
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| Hldgs (UAL) | 0.0 | $412k | 4.3k | 96.50 |
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| Ishares Tr (IBMT) | 0.0 | $405k | NEW | 16k | 25.89 |
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| Ishares Tr (IBDY) | 0.0 | $402k | 15k | 26.23 |
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| 3M Company (MMM) | 0.0 | $402k | NEW | 2.6k | 155.19 |
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| Capital Southwest Corporation (CSWC) | 0.0 | $399k | 18k | 21.86 |
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| Nextera Energy (NEE) | 0.0 | $394k | 5.2k | 75.49 |
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| Novo-Nordisk A-S Ord (NONOF) | 0.0 | $393k | 7.3k | 54.18 |
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| General Motors Company (GM) | 0.0 | $391k | 6.4k | 60.97 |
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| U.S. Bancorp (USB) | 0.0 | $387k | 8.0k | 48.33 |
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| Ishares Tr (IBDZ) | 0.0 | $387k | 15k | 26.47 |
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| UnitedHealth (UNH) | 0.0 | $386k | +28% | 1.1k | 345.30 |
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| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $384k | -24% | 12k | 31.62 |
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| Atmos Energy Corporation (ATO) | 0.0 | $384k | -25% | 2.2k | 170.75 |
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| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.0 | $383k | 5.2k | 73.29 |
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| FedEx Corporation (FDX) | 0.0 | $376k | 1.6k | 235.82 |
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| Alpha Architect Etf Tr us quant etf (QVAL) | 0.0 | $373k | 8.0k | 46.65 |
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| SPDR S&P Dividend (SDY) | 0.0 | $372k | 2.7k | 140.04 |
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| City Holding Company (CHCO) | 0.0 | $372k | 3.0k | 123.87 |
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| Ishares Ibonds Dec 2028 Term T (IBTI) | 0.0 | $371k | 17k | 22.38 |
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| Truist Financial Corp equities (TFC) | 0.0 | $370k | 8.1k | 45.72 |
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| Invesco Nasdaq 100 Etf (QQQM) | 0.0 | $367k | 1.5k | 247.12 |
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| Pfizer (PFE) | 0.0 | $362k | -5% | 14k | 25.48 |
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| Fifth Third Ban (FITB) | 0.0 | $356k | 8.0k | 44.55 |
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| Procter & Gamble Company (PG) | 0.0 | $356k | 2.3k | 153.65 |
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| iShares Russell Midcap Index Fund (IWR) | 0.0 | $353k | 3.7k | 96.54 |
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| Philip Morris International (PM) | 0.0 | $347k | 2.1k | 162.18 |
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| I3 Verticals (IIIV) | 0.0 | $339k | 11k | 32.46 |
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| Phillips 66 (PSX) | 0.0 | $336k | 2.5k | 136.02 |
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| McKesson Corporation (MCK) | 0.0 | $332k | 430.00 | 772.54 |
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| Rbc Cad (RY) | 0.0 | $332k | 2.3k | 147.32 |
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| Bristol Myers Squibb (BMY) | 0.0 | $332k | +5% | 7.4k | 45.10 |
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| McDonald's Corporation (MCD) | 0.0 | $329k | -39% | 1.1k | 303.91 |
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| Consumer Discretionary SPDR (XLY) | 0.0 | $327k | 1.4k | 239.64 |
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| SPDR KBW Regional Banking (KRE) | 0.0 | $317k | 5.0k | 63.30 |
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| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $316k | NEW | 4.3k | 73.46 |
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| Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 0.0 | $316k | 8.7k | 36.16 |
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| Schwab Strategic Tr schwb fdt int sc (FNDC) | 0.0 | $314k | 7.1k | 44.51 |
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| Fb Finl (FBK) | 0.0 | $312k | 5.6k | 55.74 |
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| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $312k | NEW | 8.0k | 39.22 |
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| SPDR DJ Wilshire Small Cap Growth (SLYG) | 0.0 | $312k | 3.3k | 94.30 |
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| United Rentals (URI) | 0.0 | $310k | NEW | 325.00 | 954.66 |
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| At&t (T) | 0.0 | $308k | 11k | 28.24 |
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| Nucor Corporation (NUE) | 0.0 | $298k | NEW | 2.2k | 135.43 |
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| SPDR Gold Trust (GLD) | 0.0 | $290k | 815.00 | 355.47 |
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| Intel Corporation (INTC) | 0.0 | $289k | -10% | 8.6k | 33.55 |
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| iShares Gold Trust (IAU) | 0.0 | $282k | 3.9k | 72.77 |
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| Cintas Corporation (CTAS) | 0.0 | $282k | +48% | 1.4k | 205.26 |
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| Global X Fds (SHLD) | 0.0 | $281k | NEW | 4.0k | 70.24 |
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| Dupont De Nemours (DD) | 0.0 | $279k | -15% | 3.6k | 77.90 |
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| Applied Blockchain (APLD) | 0.0 | $274k | 12k | 22.94 |
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| Vanguard Growth ETF (VUG) | 0.0 | $260k | 541.00 | 479.61 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $258k | 1.3k | 192.77 |
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| Cardinal Health (CAH) | 0.0 | $257k | NEW | 1.6k | 156.96 |
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| H&R Block (HRB) | 0.0 | $253k | 5.0k | 50.57 |
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| Align Technology (ALGN) | 0.0 | $250k | 2.0k | 125.22 |
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| American Express Company (AXP) | 0.0 | $249k | 750.00 | 332.16 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $248k | 7.9k | 31.27 |
|
|
| salesforce (CRM) | 0.0 | $244k | -3% | 1.0k | 237.00 |
|
| Corteva (CTVA) | 0.0 | $243k | -15% | 3.6k | 67.63 |
|
| Darden Restaurants (DRI) | 0.0 | $242k | NEW | 1.3k | 190.36 |
|
| Prudential Financial (PRU) | 0.0 | $238k | 2.3k | 103.75 |
|
|
| Motley Fool 100 Index Etf etf (TMFC) | 0.0 | $237k | 3.4k | 70.53 |
|
|
| Seagate Technology (STX) | 0.0 | $236k | NEW | 1.0k | 236.06 |
|
| Paypal Holdings (PYPL) | 0.0 | $235k | 3.5k | 67.06 |
|
|
| Verizon Communications (VZ) | 0.0 | $233k | -5% | 5.3k | 43.95 |
|
| iShares S&P 100 Index (OEF) | 0.0 | $232k | 697.00 | 332.64 |
|
|
| Energy Transfer Equity (ET) | 0.0 | $232k | 14k | 17.16 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $228k | 1.2k | 183.73 |
|
|
| Ishares Ibonds Dec 2027 Term T (IBTH) | 0.0 | $224k | 9.9k | 22.52 |
|
|
| Houlihan Lokey Inc cl a (HLI) | 0.0 | $219k | NEW | 1.1k | 205.37 |
|
| Vanguard Admiral Fds Inc equity (VOOG) | 0.0 | $218k | NEW | 500.00 | 435.47 |
|
| Applied Materials (AMAT) | 0.0 | $215k | NEW | 1.1k | 204.74 |
|
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.0 | $215k | NEW | 1.8k | 118.37 |
|
| Victory Portfolios Ii Cemp Us 500 Enha etf (CFO) | 0.0 | $212k | 2.9k | 73.79 |
|
|
| Ishares Ibonds Dec 2026 Term T (IBTG) | 0.0 | $208k | 9.1k | 22.95 |
|
|
| Southwest Airlines (LUV) | 0.0 | $202k | 6.3k | 31.91 |
|
|
| Ford Motor Company (F) | 0.0 | $141k | -11% | 12k | 11.96 |
|
| Highlands Reit | 0.0 | $6.4k | NEW | 21k | 0.31 |
|
| Atlas Salt Ord (REMRF) | 0.0 | $5.2k | 10k | 0.52 |
|
|
| Provectus Biopharmaceuticals I (PVCT) | 0.0 | $1.8k | 20k | 0.09 |
|
|
| Icon Media Holdings (ICNM) | 0.0 | $20.000000 | 100k | 0.00 |
|
|
| Msgi Security Solutions | 0.0 | $0 | 50k | 0.00 |
|
Past Filings by Lbmc Investment Advisors
SEC 13F filings are viewable for Lbmc Investment Advisors going back to 2011
- Lbmc Investment Advisors 2025 Q3 filed Oct. 7, 2025
- Lbmc Investment Advisors 2025 Q2 filed July 9, 2025
- Lbmc Investment Advisors 2025 Q1 filed April 9, 2025
- Lbmc Investment Advisors 2024 Q4 filed Jan. 16, 2025
- Lbmc Investment Advisors 2024 Q3 filed Oct. 8, 2024
- Lbmc Investment Advisors 2024 Q2 filed July 11, 2024
- Lbmc Investment Advisors 2024 Q1 filed April 12, 2024
- Lbmc Investment Advisors 2023 Q4 filed Jan. 16, 2024
- Lbmc Investment Advisors 2023 Q3 filed Oct. 5, 2023
- Lbmc Investment Advisors 2023 Q2 filed July 17, 2023
- Lbmc Investment Advisors 2023 Q1 filed April 10, 2023
- Lbmc Investment Advisors 2022 Q4 filed Jan. 10, 2023
- Lbmc Investment Advisors 2022 Q3 filed Oct. 7, 2022
- Lbmc Investment Advisors 2022 Q2 filed July 7, 2022
- Lbmc Investment Advisors 2022 Q1 filed April 11, 2022
- Lbmc Investment Advisors 2021 Q4 filed March 17, 2022