Lbmc Investment Advisors as of Dec. 31, 2024
Portfolio Holdings for Lbmc Investment Advisors
Lbmc Investment Advisors holds 198 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 20.5 | $261M | 443k | 588.68 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 18.5 | $235M | 1.3M | 175.23 | |
| iShares Russell 2000 Index (IWM) | 12.4 | $158M | 715k | 220.96 | |
| Ishares High Dividend Equity F (HDV) | 4.1 | $52M | 464k | 112.26 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 3.1 | $39M | 561k | 70.28 | |
| iShares MSCI EAFE Index Fund (EFA) | 3.0 | $38M | 504k | 75.61 | |
| iShares Dow Jones Select Dividend (DVY) | 2.4 | $31M | 234k | 131.29 | |
| Vanguard Europe Pacific ETF (VEA) | 1.5 | $19M | 398k | 47.82 | |
| Vanguard High Dividend Yield ETF (VYM) | 1.4 | $18M | 140k | 127.59 | |
| iShares S&P SmallCap 600 Index (IJR) | 1.4 | $18M | 154k | 115.22 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 1.3 | $17M | 273k | 60.26 | |
| Apple (AAPL) | 1.2 | $15M | 62k | 250.42 | |
| iShares S&P 500 Growth Index (IVW) | 1.1 | $14M | 141k | 101.53 | |
| Vanguard S&p 500 Etf idx (VOO) | 1.1 | $14M | 26k | 538.82 | |
| Hca Holdings (HCA) | 1.1 | $14M | 45k | 300.15 | |
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 1.0 | $13M | 149k | 89.33 | |
| Ishares Tr (IBHG) | 0.9 | $12M | 540k | 22.24 | |
| Vanguard Mid-Cap ETF (VO) | 0.9 | $12M | 45k | 264.13 | |
| iShares Dow Jones US Utilities (IDU) | 0.9 | $11M | 114k | 96.21 | |
| Ishares Tr s^p aggr all (AOA) | 0.8 | $11M | 138k | 76.61 | |
| Ishares Tr (IBHH) | 0.8 | $10M | 428k | 23.37 | |
| Ishares Tr (IBHF) | 0.8 | $10M | 430k | 23.15 | |
| iShares S&P 500 Value Index (IVE) | 0.8 | $9.7M | 51k | 190.88 | |
| Ishares Tr ibonds dec 26 (IBMO) | 0.7 | $8.4M | 330k | 25.46 | |
| Vanguard REIT ETF (VNQ) | 0.7 | $8.3M | 93k | 89.08 | |
| Ishares Tr ibonds dec 27 (IBMP) | 0.6 | $7.5M | 297k | 25.14 | |
| Aon (AON) | 0.6 | $7.5M | 21k | 359.16 | |
| Ishares Tr ibonds dec 25 (IBMN) | 0.6 | $7.2M | 270k | 26.61 | |
| Amazon (AMZN) | 0.5 | $7.0M | 32k | 219.39 | |
| Ishares Tr (IBHI) | 0.5 | $6.7M | 287k | 23.45 | |
| Ishares Inc core msci emkt (IEMG) | 0.5 | $6.5M | 124k | 52.22 | |
| Microsoft Corporation (MSFT) | 0.5 | $6.4M | 15k | 421.49 | |
| Vanguard Emerging Markets ETF (VWO) | 0.5 | $6.2M | 141k | 44.04 | |
| Ishares Tr ibonds dec 28 (IBMQ) | 0.5 | $5.9M | 235k | 25.18 | |
| AFLAC Incorporated (AFL) | 0.4 | $5.5M | 53k | 103.44 | |
| iShares S&P MidCap 400 Index (IJH) | 0.4 | $5.4M | 87k | 62.31 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $5.4M | 28k | 190.44 | |
| Ishares Tr ibonds 25 trm hg (IBHE) | 0.4 | $5.1M | 218k | 23.20 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $4.6M | 10k | 453.28 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.4 | $4.6M | 109k | 41.82 | |
| Spdr S&p 500 Etf (SPY) | 0.4 | $4.5M | 7.7k | 586.11 | |
| iShares S&P Growth Allocation Fund (AOR) | 0.3 | $4.4M | 77k | 57.32 | |
| A. O. Smith Corporation (AOS) | 0.3 | $4.0M | 59k | 68.21 | |
| SPDR S&P World ex-US (SPDW) | 0.3 | $3.7M | 107k | 34.13 | |
| Facebook Inc cl a (META) | 0.3 | $3.3M | 5.6k | 585.50 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $3.1M | 6.1k | 511.22 | |
| Home Depot (HD) | 0.2 | $3.0M | 7.7k | 388.98 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.2 | $2.9M | 33k | 87.90 | |
| Ishares Ibonds 2030 Term High Yield And Income Etf (IBHJ) | 0.2 | $2.6M | 100k | 26.04 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $2.5M | 13k | 189.30 | |
| Coca-Cola Company (KO) | 0.2 | $2.4M | 38k | 62.26 | |
| Gorman-Rupp Company (GRC) | 0.2 | $2.3M | 61k | 37.92 | |
| SPDR DJ Wilshire Large Cap (SPLG) | 0.2 | $2.0M | 29k | 68.94 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.9M | 18k | 107.57 | |
| Southern Company (SO) | 0.2 | $1.9M | 24k | 82.32 | |
| Spdr Ser Tr msci usa qual (QUS) | 0.2 | $1.9M | 12k | 154.85 | |
| Vanguard Total World Stock Idx (VT) | 0.1 | $1.9M | 16k | 117.48 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $1.9M | 81k | 23.18 | |
| Pinnacle Financial Partners (PNFP) | 0.1 | $1.8M | 16k | 114.39 | |
| Ishares Ibonds Dec 2029 Muni Etf (IBMR) | 0.1 | $1.7M | 67k | 24.98 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.7M | 9.7k | 172.41 | |
| Ishares Tr ibonds etf (IBDS) | 0.1 | $1.7M | 69k | 23.96 | |
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.1 | $1.6M | 69k | 23.68 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.6M | 6.7k | 239.71 | |
| Ishares Tr ibds dec28 etf (IBDT) | 0.1 | $1.6M | 64k | 24.90 | |
| NVIDIA Corporation (NVDA) | 0.1 | $1.6M | 12k | 134.29 | |
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.1 | $1.5M | 34k | 44.92 | |
| Walt Disney Company (DIS) | 0.1 | $1.4M | 13k | 111.35 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.4M | 1.8k | 772.00 | |
| Smartfinancial (SMBK) | 0.1 | $1.4M | 44k | 30.98 | |
| Costco Wholesale Corporation (COST) | 0.1 | $1.4M | 1.5k | 916.27 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.1 | $1.3M | 15k | 90.93 | |
| Oracle Corporation (ORCL) | 0.1 | $1.2M | 7.3k | 166.64 | |
| International Business Machines (IBM) | 0.1 | $1.2M | 5.3k | 219.83 | |
| Health Care SPDR (XLV) | 0.1 | $1.1M | 8.1k | 137.57 | |
| DFA Tax-Managed US Marketwide Value II (DFUV) | 0.1 | $1.1M | 27k | 40.92 | |
| Johnson & Johnson (JNJ) | 0.1 | $979k | 6.8k | 144.62 | |
| Shopify Inc cl a (SHOP) | 0.1 | $952k | 9.0k | 106.33 | |
| Bank of America Corporation (BAC) | 0.1 | $940k | 21k | 43.95 | |
| Visa (V) | 0.1 | $925k | 2.9k | 316.09 | |
| MasterCard Incorporated (MA) | 0.1 | $914k | 1.7k | 526.67 | |
| Novo-Nordisk A-S Ord (NONOF) | 0.1 | $877k | 10k | 85.90 | |
| Merck & Co (MRK) | 0.1 | $874k | 8.8k | 99.48 | |
| Boeing Company (BA) | 0.1 | $859k | 4.9k | 177.00 | |
| Chevron Corporation (CVX) | 0.1 | $846k | 5.8k | 144.84 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $838k | 2.9k | 289.85 | |
| Wal-Mart Stores (WMT) | 0.1 | $834k | 9.2k | 90.35 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $824k | 2.1k | 401.56 | |
| SYSCO Corporation (SYY) | 0.1 | $812k | 11k | 76.46 | |
| Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 0.1 | $792k | 27k | 29.70 | |
| General Electric (GE) | 0.1 | $762k | 4.6k | 166.81 | |
| Tesla Motors (TSLA) | 0.1 | $738k | 1.8k | 403.84 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $721k | 23k | 31.44 | |
| Cisco Systems (CSCO) | 0.1 | $720k | 12k | 59.20 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $719k | 3.7k | 195.84 | |
| Ishares Bitcoin Tr (IBIT) | 0.1 | $718k | 14k | 53.05 | |
| Advanced Micro Devices (AMD) | 0.1 | $687k | 5.7k | 120.79 | |
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.1 | $684k | 13k | 51.14 | |
| Ishares Tr ibonds dec2026 (IBDR) | 0.1 | $682k | 28k | 24.07 | |
| Sch Fnd Intl Lg Etf (FNDF) | 0.1 | $660k | 20k | 33.21 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.1 | $644k | 7.9k | 81.02 | |
| PNC Financial Services (PNC) | 0.1 | $637k | 3.3k | 192.87 | |
| Fidelity Wise Origin Bitcoin (FBTC) | 0.0 | $632k | 7.7k | 81.58 | |
| ConocoPhillips (COP) | 0.0 | $601k | 6.1k | 99.16 | |
| Shp Etf Trust (PRAY) | 0.0 | $600k | 21k | 28.86 | |
| Pepsi (PEP) | 0.0 | $599k | 3.9k | 152.07 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $593k | 7.7k | 77.27 | |
| Mongodb Inc. Class A (MDB) | 0.0 | $582k | 2.5k | 232.81 | |
| Micron Technology (MU) | 0.0 | $571k | 6.8k | 84.16 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $550k | 1.3k | 425.35 | |
| Truxton (TRUX) | 0.0 | $542k | 7.3k | 74.00 | |
| Synopsys (SNPS) | 0.0 | $526k | 1.1k | 485.36 | |
| salesforce (CRM) | 0.0 | $524k | 1.6k | 334.33 | |
| Align Technology (ALGN) | 0.0 | $521k | 2.5k | 208.51 | |
| McDonald's Corporation (MCD) | 0.0 | $520k | 1.8k | 289.92 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $518k | 19k | 27.38 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $516k | 20k | 25.86 | |
| Abbvie (ABBV) | 0.0 | $515k | 2.9k | 177.70 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $494k | 27k | 18.50 | |
| Snowflake Inc Cl A (SNOW) | 0.0 | $488k | 3.2k | 154.41 | |
| Wells Fargo & Company (WFC) | 0.0 | $478k | 6.8k | 70.25 | |
| Dimensional Etf Trust (DFAT) | 0.0 | $474k | 8.5k | 55.66 | |
| Philip Morris International (PM) | 0.0 | $459k | 3.8k | 120.34 | |
| FedEx Corporation (FDX) | 0.0 | $448k | 1.6k | 281.35 | |
| Bristol Myers Squibb (BMY) | 0.0 | $446k | 7.9k | 56.56 | |
| Regions Financial Corporation (RF) | 0.0 | $436k | 19k | 23.52 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $428k | 3.7k | 115.73 | |
| Atmos Energy Corporation (ATO) | 0.0 | $417k | 3.0k | 139.27 | |
| Hldgs (UAL) | 0.0 | $414k | 4.3k | 97.10 | |
| Analog Devices (ADI) | 0.0 | $402k | 1.9k | 212.46 | |
| Capital Southwest Corporation (CSWC) | 0.0 | $398k | 18k | 21.82 | |
| Pfizer (PFE) | 0.0 | $392k | 15k | 26.53 | |
| Main Street Capital Corporation (MAIN) | 0.0 | $387k | 6.6k | 58.58 | |
| ProShares Ultra QQQ (QLD) | 0.0 | $385k | 3.6k | 108.25 | |
| Nextera Energy (NEE) | 0.0 | $380k | 5.3k | 71.69 | |
| U.S. Bancorp (USB) | 0.0 | $379k | 7.9k | 47.83 | |
| Caterpillar (CAT) | 0.0 | $376k | 1.0k | 362.76 | |
| Ge Vernova (GEV) | 0.0 | $375k | 1.1k | 328.93 | |
| Trane Technologies (TT) | 0.0 | $369k | 1.0k | 369.35 | |
| Truist Financial Corp equities (TFC) | 0.0 | $365k | 8.4k | 43.38 | |
| Procter & Gamble Company (PG) | 0.0 | $361k | 2.2k | 167.65 | |
| Alpha Architect Etf Tr us quant etf (QVAL) | 0.0 | $357k | 8.0k | 44.64 | |
| City Holding Company (CHCO) | 0.0 | $355k | 3.0k | 118.48 | |
| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.0 | $351k | 5.2k | 67.03 | |
| SPDR S&P Dividend (SDY) | 0.0 | $350k | 2.7k | 132.08 | |
| Duke Energy (DUK) | 0.0 | $349k | 3.2k | 107.75 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $346k | 1.5k | 230.69 | |
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 0.0 | $344k | 11k | 30.48 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $344k | 553.00 | 621.54 | |
| Square Inc cl a (XYZ) | 0.0 | $344k | 4.0k | 84.99 | |
| General Motors Company (GM) | 0.0 | $341k | 6.4k | 53.27 | |
| Fifth Third Ban (FITB) | 0.0 | $338k | 8.0k | 42.28 | |
| SPDR S&P Emerging Markets (SPEM) | 0.0 | $328k | 8.5k | 38.37 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $325k | 4.4k | 74.01 | |
| Dupont De Nemours (DD) | 0.0 | $322k | 4.2k | 76.25 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $319k | 3.6k | 88.39 | |
| Invesco Nasdaq 100 Etf (QQQM) | 0.0 | $312k | 1.5k | 210.45 | |
| UnitedHealth (UNH) | 0.0 | $310k | 612.00 | 505.86 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $307k | 6.8k | 45.34 | |
| Consumer Discretionary SPDR (XLY) | 0.0 | $307k | 1.4k | 224.35 | |
| SPDR KBW Regional Banking (KRE) | 0.0 | $302k | 5.0k | 60.35 | |
| Paypal Holdings (PYPL) | 0.0 | $299k | 3.5k | 85.35 | |
| SPDR DJ Wilshire Small Cap Growth (SLYG) | 0.0 | $297k | 3.3k | 90.36 | |
| Abbott Laboratories (ABT) | 0.0 | $296k | 2.6k | 113.09 | |
| Prudential Financial (PRU) | 0.0 | $272k | 2.3k | 118.54 | |
| Phillips 66 (PSX) | 0.0 | $272k | 2.4k | 113.94 | |
| Rbc Cad (RY) | 0.0 | $272k | 2.3k | 120.51 | |
| At&t (T) | 0.0 | $268k | 12k | 22.77 | |
| Carnival Corporation (CCL) | 0.0 | $267k | 11k | 24.92 | |
| H&R Block (HRB) | 0.0 | $264k | 5.0k | 52.84 | |
| Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 0.0 | $254k | 8.7k | 29.05 | |
| Honeywell International (HON) | 0.0 | $247k | 1.1k | 225.89 | |
| I3 Verticals (IIIV) | 0.0 | $247k | 11k | 23.04 | |
| McKesson Corporation (MCK) | 0.0 | $245k | 430.00 | 569.91 | |
| Schwab Strategic Tr schwb fdt int sc (FNDC) | 0.0 | $241k | 7.1k | 34.14 | |
| Corteva (CTVA) | 0.0 | $241k | 4.2k | 56.96 | |
| PerkinElmer (RVTY) | 0.0 | $238k | 2.1k | 111.61 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $233k | 1.2k | 187.51 | |
| Broadcom (AVGO) | 0.0 | $231k | 994.00 | 231.94 | |
| Ishares Ibonds Dec 2028 Term T (IBTI) | 0.0 | $231k | 11k | 21.90 | |
| Schwab Strategic Tr intrm trm (SCHR) | 0.0 | $226k | 9.3k | 24.29 | |
| Verizon Communications (VZ) | 0.0 | $224k | 5.6k | 39.99 | |
| American Express Company (AXP) | 0.0 | $223k | 750.00 | 296.79 | |
| Enterprise Products Partners (EPD) | 0.0 | $220k | 7.0k | 31.36 | |
| Fb Finl (FBK) | 0.0 | $220k | 4.3k | 51.50 | |
| United Parcel Service (UPS) | 0.0 | $219k | 1.7k | 126.08 | |
| Deere & Company (DE) | 0.0 | $216k | 510.00 | 423.70 | |
| Southwest Airlines (LUV) | 0.0 | $216k | 6.4k | 33.62 | |
| Vanguard Growth ETF (VUG) | 0.0 | $204k | 497.00 | 410.44 | |
| Global Payments (GPN) | 0.0 | $204k | 1.8k | 112.06 | |
| Motley Fool 100 Index Etf etf (TMFC) | 0.0 | $202k | 3.4k | 60.12 | |
| iShares S&P 100 Index (OEF) | 0.0 | $201k | 697.00 | 288.68 | |
| Ford Motor Company (F) | 0.0 | $129k | 13k | 9.90 | |
| Amr | 0.0 | $6.6k | 21k | 0.32 | |
| Atlas Salt Ord (REMRF) | 0.0 | $4.3k | 10k | 0.43 | |
| Provectus Biopharmaceuticals I (PVCT) | 0.0 | $2.4k | 20k | 0.12 | |
| Icon Media Holdings (ICNM) | 0.0 | $30.000000 | 100k | 0.00 | |
| Msgi Security Solutions | 0.0 | $0 | 50k | 0.00 |
