LBMC Investment Advisors

Latest statistics and disclosures from Lbmc Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by LBMC Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lbmc Investment Advisors

Companies in the Lbmc Investment Advisors portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco S&p 500 Equal Weight Etf (RSP) 20.2 $229M +35694% 1.5M 157.71
iShares S&P 500 Index (IVV) 19.9 $225M +409% 497k 453.69
iShares Russell 2000 Index (IWM) 14.2 $160M +9734% 781k 205.27
Ishares High Dividend Equity F (HDV) 4.7 $53M +1819% 493k 106.89
iShares MSCI EAFE Index Fund (EFA) 4.4 $49M +22186% 671k 73.60
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 3.6 $41M +60% 587k 69.51
iShares Dow Jones Select Dividend (DVY) 3.0 $34M +902% 268k 128.13
iShares Cohen & Steers Realty Maj. (ICF) 2.3 $26M -72% 367k 71.01
Vanguard Europe Pacific ETF (VEA) 2.1 $24M +303% 506k 48.03
Vanguard Total Stock Market ETF (VTI) 1.3 $15M +15% 67k 227.67
Vanguard Scottsdale Fds vng rus2000idx (VTWO) 1.3 $15M +103% 176k 82.85
iShares MSCI Emerging Markets Indx (EEM) 1.2 $13M -36% 294k 45.15
Vanguard High Dividend Yield ETF (VYM) 1.1 $13M -73% 112k 112.25
Vanguard REIT ETF (VNQ) 1.1 $12M +310% 111k 108.37

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Vanguard S&p 500 Etf idx (VOO) 1.0 $12M -74% 28k 415.17
Hca Holdings (HCA) 1.0 $12M -25% 46k 250.62
iShares Dow Jones US Utilities (IDU) 1.0 $11M +868% 123k 91.00
Apple (AAPL) 1.0 $11M +7% 62k 174.61
Ishares Tr s^p aggr all (AOA) 0.9 $10M +231% 149k 68.94
iShares S&P SmallCap 600 Index (IJR) 0.9 $10M +19% 95k 107.88
iShares S&P 500 Growth Index (IVW) 0.8 $8.8M +5603% 116k 76.38
Ishares Inc core msci emkt (IEMG) 0.8 $8.7M +1166% 157k 55.55
iShares S&P 500 Value Index (IVE) 0.6 $7.3M -92% 47k 155.71
Vanguard Mid-Cap ETF (VO) 0.6 $6.9M -53% 29k 237.83
Vanguard Emerging Markets ETF (VWO) 0.5 $5.8M +764% 125k 46.13
Invesco Qqq Trust Series 1 (QQQ) 0.4 $4.3M +373% 12k 362.57
iShares S&P Growth Allocation Fund (AOR) 0.4 $4.3M -31% 80k 53.96
Microsoft Corporation (MSFT) 0.4 $4.1M +46% 13k 308.33
A. O. Smith Corporation (AOS) 0.4 $4.0M +12408% 63k 63.89
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.3 $3.8M +55% 63k 59.75
Berkshire Hathaway (BRK.B) 0.3 $3.7M 10k 352.90
AFLAC Incorporated (AFL) 0.3 $3.6M 56k 64.40
Spdr S&p 500 Etf (SPY) 0.3 $3.3M +52% 7.4k 451.68
Amazon (AMZN) 0.3 $3.3M +14% 1.0k 3259.62
Alphabet Inc Class A cs (GOOGL) 0.3 $3.0M -73% 1.1k 2781.40
Vanguard Dividend Appreciation ETF (VIG) 0.2 $2.3M +32% 14k 162.19
Gorman-Rupp Company (GRC) 0.2 $2.2M +8757% 61k 35.88
Health Care SPDR (XLV) 0.2 $2.1M -18% 15k 137.02
iShares S&P MidCap 400 Index (IJH) 0.2 $2.0M -95% 7.5k 268.31
Ishares Tr usa min vo (USMV) 0.2 $2.0M -79% 26k 77.56
Coca-Cola Company (KO) 0.2 $1.9M 31k 61.99
Home Depot (HD) 0.2 $1.9M -87% 6.2k 299.40
Exxon Mobil Corporation (XOM) 0.2 $1.8M +11% 22k 82.57
Alphabet Inc Class C cs (GOOG) 0.2 $1.8M -35% 641.00 2794.07
Walt Disney Company (DIS) 0.1 $1.6M +1067% 12k 137.18
iShares S&P US Pref Stock Idx Fnd (PFF) 0.1 $1.5M +1166% 42k 36.43
Pinnacle Financial Partners (PNFP) 0.1 $1.4M +306% 15k 92.06
Southern Company (SO) 0.1 $1.4M +1100% 19k 72.53
Vanguard Total World Stock Idx (VT) 0.1 $1.3M -79% 13k 101.28
Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $1.3M +148% 25k 53.86
Smartfinancial (SMBK) 0.1 $1.1M +178% 44k 25.58
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.1 $1.1M +19% 19k 58.48
Mongodb Inc. Class A (MDB) 0.1 $1.1M -79% 2.5k 443.60
Vanguard Short-Term Bond ETF (BSV) 0.1 $1.1M +1304% 14k 77.88
SPDR Gold Trust (GLD) 0.1 $1.1M -91% 6.1k 180.67
JPMorgan Chase & Co. (JPM) 0.1 $1.1M +48% 7.9k 136.38
Johnson & Johnson (JNJ) 0.1 $1.1M -21% 6.1k 177.18
Bank of America Corporation (BAC) 0.1 $1.1M -4% 26k 41.22
Blackstone Group Inc Com Cl A (BX) 0.1 $1.0M 8.3k 126.91
Schwab Strategic Tr us dividend eq (SCHD) 0.1 $1.0M +69% 13k 78.88
Chevron Corporation (CVX) 0.1 $1.0M +3% 6.4k 162.75
iShares S&P MidCap 400 Growth (IJK) 0.1 $977k -98% 13k 77.29
Vanguard Short Term Corporate Bond ETF (VCSH) 0.1 $959k -37% 12k 78.06
Ishares Tr core div grwth (DGRO) 0.1 $929k +127% 17k 53.38
iShares S&P NA Tec.-SW. Idx. Fund (IGV) 0.1 $903k -99% 2.6k 344.92
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.1 $874k +106% 13k 66.19
SYSCO Corporation (SYY) 0.1 $867k +367% 11k 81.68
Pepsi (PEP) 0.1 $832k +19% 5.0k 167.27
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.1 $781k -41% 25k 31.74
MasterCard Incorporated (MA) 0.1 $773k +20% 2.2k 357.21
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.1 $769k -97% 7.0k 109.62
Merck & Co (MRK) 0.1 $738k +297% 9.0k 82.01
Vanguard Extended Market ETF (VXF) 0.1 $706k NEW 4.3k 165.69
Duke Energy (DUK) 0.1 $677k 6.1k 111.72
Kimberly-Clark Corporation (KMB) 0.1 $652k -16% 5.3k 123.20
Visa (V) 0.1 $649k -67% 2.9k 221.73
ConocoPhillips (COP) 0.1 $647k +530% 6.5k 100.05
Costco Wholesale Corporation (COST) 0.1 $641k -75% 1.1k 575.40
UnitedHealth (UNH) 0.1 $640k -6% 1.3k 509.96
General Motors Company (GM) 0.1 $608k 14k 43.73
Oracle Corporation (ORCL) 0.1 $601k 7.3k 82.75
Tivity Health (TVTY) 0.1 $579k +711% 18k 32.18
Schwab International Equity ETF (SCHF) 0.1 $568k +694% 16k 36.73
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 0.1 $566k +605% 11k 53.48
iShares Russell 1000 Growth Index (IWF) 0.0 $563k -99% 2.0k 277.48
Facebook Inc cl a (FB) 0.0 $551k -3% 2.5k 222.27
International Business Machines (IBM) 0.0 $547k -43% 4.2k 130.08
Bristol Myers Squibb (BMY) 0.0 $545k 7.5k 73.05
Sch Fnd Intl Lg Etf (FNDF) 0.0 $541k +339% 17k 32.24
Abbvie (ABBV) 0.0 $532k +9% 3.3k 162.20
Eli Lilly & Co. (LLY) 0.0 $531k -64% 1.9k 286.56
Atmos Energy Corporation (ATO) 0.0 $527k 4.4k 119.42
Raytheon Technologies Corp (RTX) 0.0 $514k +45% 5.2k 99.02
Synopsys (SNPS) 0.0 $507k -90% 1.5k 333.11
Advanced Micro Devices (AMD) 0.0 $489k NEW 4.5k 109.37
Regions Financial Corporation (RF) 0.0 $478k +836% 22k 22.28
Spdr Ser Tr msci usa qual (QUS) 0.0 $470k -45% 3.8k 124.54
Nextera Energy (NEE) 0.0 $448k -4% 5.3k 84.64
Invesco Exchange W&p 500 Qualit equities (SPHQ) 0.0 $444k 8.9k 49.86
Wal-Mart Stores (WMT) 0.0 $427k -2% 2.9k 148.94
Verizon Communications (VZ) 0.0 $420k -7% 8.2k 50.93
Pfizer (PFE) 0.0 $412k +272% 8.0k 51.80
U.S. Bancorp (USB) 0.0 $390k -66% 7.3k 53.21
Schwab U S Small Cap ETF (SCHA) 0.0 $383k -46% 8.1k 47.41
Vanguard Scottsdale Fds cmn (VTWV) 0.0 $382k NEW 2.7k 141.17
PerkinElmer (PKI) 0.0 $372k -57% 2.1k 174.40
SPDR S&P Dividend (SDY) 0.0 $358k +201% 2.8k 128.22
Philip Morris International (PM) 0.0 $357k -52% 3.8k 93.85
McDonald's Corporation (MCD) 0.0 $357k -40% 1.4k 247.06
PNC Financial Services (PNC) 0.0 $344k -32% 1.9k 184.45
At&t (T) 0.0 $341k -23% 14k 23.61
Medtronic (MDT) 0.0 $339k +101% 3.1k 111.07
Cisco Systems (CSCO) 0.0 $333k 6.0k 55.69
Wisdomtree Tr cloud computng (WCLD) 0.0 $327k +150% 8.0k 40.93
iShares Dow Jones US Real Estate (IYR) 0.0 $326k -97% 3.0k 108.31
SPDR Dow Jones Industrial Average ETF (DIA) 0.0 $323k -97% 932.00 346.57
CVS Caremark Corporation (CVS) 0.0 $316k +7% 3.1k 101.31
Analog Devices (ADI) 0.0 $313k 1.9k 165.43
Dupont De Nemours (DD) 0.0 $311k 4.2k 73.56
Abbott Laboratories (ABT) 0.0 $309k 2.6k 118.44
Managed Portfolio Ser tortoise wtr (EBLU) 0.0 $308k 7.3k 42.04
Vanguard Scottsdale Fds vng rus2000grw (VTWG) 0.0 $305k NEW 1.6k 185.98
Global Payments (GPN) 0.0 $300k -30% 2.2k 136.99
Alpha Architect Etf Tr us quant etf (QVAL) 0.0 $293k 8.0k 36.62
United Parcel Service (UPS) 0.0 $292k -72% 1.4k 214.23
Intel Corporation (INTC) 0.0 $284k +854% 5.7k 49.58
Dow (DOW) 0.0 $272k 4.3k 63.66
Prudential Financial (PRU) 0.0 $271k +50% 2.3k 118.29
Teradyne (TER) 0.0 $262k -20% 2.2k 118.18
Palantir Technologies (PLTR) 0.0 $261k NEW 19k 13.72
Humana (HUM) 0.0 $261k -46% 600.00 435.00
iShares Russell Midcap Index Fund (IWR) 0.0 $260k +14% 3.3k 78.05
ProShares Ultra QQQ (QLD) 0.0 $256k -80% 3.6k 71.99
Nike (NKE) 0.0 $255k 1.9k 134.42
NVIDIA Corporation (NVDA) 0.0 $255k NEW 934.00 273.02
Micron Technology (MU) 0.0 $253k NEW 3.2k 77.94
FedEx Corporation (FDX) 0.0 $253k 1.1k 231.47
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 0.0 $253k -27% 8.7k 28.96
Schwab Strategic Tr schwb fdt int sc (FNDC) 0.0 $250k -10% 7.1k 35.41
Corteva (CTVA) 0.0 $243k NEW 4.2k 57.47
Phillips 66 (PSX) 0.0 $238k NEW 2.8k 86.48
City Holding Company (CHCO) 0.0 $236k 3.0k 78.67
Constellation Brands (STZ) 0.0 $236k -7% 1.0k 230.24
British American Tobac (BTI) 0.0 $235k NEW 5.6k 42.08
Procter & Gamble Company (PG) 0.0 $233k -90% 1.5k 152.89
Consumer Discretionary SPDR (XLY) 0.0 $231k -81% 1.3k 184.80
Texas Instruments Incorporated (TXN) 0.0 $231k -75% 1.3k 183.19
Hldgs (UAL) 0.0 $227k -32% 4.9k 46.39
Honeywell International (HON) 0.0 $219k -81% 1.1k 194.84
salesforce (CRM) 0.0 $219k -96% 1.0k 212.62
Dimensional Etf Trust (DFAT) 0.0 $218k -60% 4.7k 46.60
Xcel Energy (XEL) 0.0 $213k NEW 2.9k 72.23
Thermo Fisher Scientific (TMO) 0.0 $211k -96% 357.00 591.04
Deere & Company (DE) 0.0 $209k NEW 504.00 414.68
I3 Verticals (IIIV) 0.0 $208k NEW 7.5k 27.92
Dollar General (DG) 0.0 $205k NEW 923.00 222.10
Vanguard Admiral Fds Inc cmn (VIOO) 0.0 $200k -96% 1.0k 197.63
Vaneck Vectors Etf Tr mtg reit income (MORT) 0.0 $194k +806% 11k 17.06
Ford Motor Company (F) 0.0 $193k +5% 11k 16.92

Past Filings by Lbmc Investment Advisors

SEC 13F filings are viewable for Lbmc Investment Advisors going back to 2011

View all past filings