Lbmc Investment Advisors as of March 31, 2025
Portfolio Holdings for Lbmc Investment Advisors
Lbmc Investment Advisors holds 201 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 19.2 | $246M | 438k | 561.90 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 18.0 | $231M | 1.3M | 173.23 | |
| iShares Russell 2000 Index (IWM) | 11.1 | $142M | 710k | 199.49 | |
| Ishares High Dividend Equity F (HDV) | 4.3 | $56M | 458k | 121.12 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 3.3 | $43M | 566k | 75.65 | |
| iShares MSCI EAFE Index Fund (EFA) | 3.2 | $41M | 501k | 81.73 | |
| iShares Dow Jones Select Dividend (DVY) | 2.4 | $31M | 231k | 134.29 | |
| Vanguard Europe Pacific ETF (VEA) | 1.6 | $20M | 400k | 50.83 | |
| Ishares Tr (IBHH) | 1.5 | $20M | 836k | 23.36 | |
| Ishares Tr (IBHG) | 1.5 | $19M | 857k | 22.32 | |
| Vanguard High Dividend Yield ETF (VYM) | 1.4 | $18M | 141k | 128.96 | |
| Ishares Tr (IBHF) | 1.4 | $18M | 755k | 23.22 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 1.2 | $16M | 254k | 61.53 | |
| Hca Holdings (HCA) | 1.2 | $16M | 45k | 345.55 | |
| iShares S&P SmallCap 600 Index (IJR) | 1.2 | $15M | 144k | 104.57 | |
| Apple (AAPL) | 1.1 | $14M | 65k | 222.13 | |
| Vanguard S&p 500 Etf idx (VOO) | 1.0 | $13M | 26k | 513.91 | |
| iShares S&P 500 Growth Index (IVW) | 1.0 | $12M | 133k | 92.83 | |
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.9 | $12M | 149k | 80.65 | |
| iShares Dow Jones US Utilities (IDU) | 0.9 | $12M | 114k | 101.42 | |
| Vanguard Mid-Cap ETF (VO) | 0.9 | $12M | 44k | 258.62 | |
| Ishares Tr (IBHI) | 0.8 | $11M | 463k | 23.22 | |
| Ishares Tr s^p aggr all (AOA) | 0.8 | $10M | 136k | 76.50 | |
| Ishares Tr ibonds dec 27 (IBMP) | 0.7 | $9.4M | 372k | 25.28 | |
| Ishares Tr ibonds dec 26 (IBMO) | 0.7 | $9.4M | 367k | 25.56 | |
| iShares S&P 500 Value Index (IVE) | 0.7 | $9.1M | 48k | 190.58 | |
| Vanguard REIT ETF (VNQ) | 0.7 | $8.5M | 93k | 90.54 | |
| Ishares Tr ibonds dec 28 (IBMQ) | 0.6 | $8.1M | 321k | 25.29 | |
| Ishares Tr ibonds dec 25 (IBMN) | 0.6 | $7.3M | 275k | 26.75 | |
| Ishares Inc core msci emkt (IEMG) | 0.5 | $6.4M | 119k | 53.97 | |
| Vanguard Emerging Markets ETF (VWO) | 0.5 | $6.2M | 138k | 45.26 | |
| Ishares Ibonds 2030 Term High Yield And Income Etf (IBHJ) | 0.5 | $6.2M | 238k | 26.09 | |
| Amazon (AMZN) | 0.5 | $6.1M | 32k | 190.26 | |
| Microsoft Corporation (MSFT) | 0.5 | $6.0M | 16k | 375.39 | |
| AFLAC Incorporated (AFL) | 0.5 | $5.9M | 53k | 111.19 | |
| Ishares Tr ibonds 25 trm hg (IBHE) | 0.4 | $5.8M | 248k | 23.24 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $5.6M | 10k | 532.58 | |
| iShares S&P MidCap 400 Index (IJH) | 0.4 | $5.0M | 85k | 58.35 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.4 | $4.5M | 103k | 43.70 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $4.5M | 29k | 156.23 | |
| iShares S&P Growth Allocation Fund (AOR) | 0.3 | $4.3M | 75k | 57.57 | |
| Spdr S&p 500 Etf (SPY) | 0.3 | $4.1M | 7.3k | 559.42 | |
| SPDR S&P World ex-US (SPDW) | 0.3 | $3.8M | 105k | 36.41 | |
| Aon (AON) | 0.3 | $3.7M | 9.4k | 399.09 | |
| A. O. Smith Corporation (AOS) | 0.3 | $3.5M | 53k | 65.36 | |
| Facebook Inc cl a (META) | 0.3 | $3.4M | 6.0k | 576.38 | |
| Ishares Tr ibonds dec 29 (IBDU) | 0.3 | $3.3M | 143k | 23.13 | |
| Ishares Tr ibonds etf (IBDS) | 0.2 | $3.0M | 123k | 24.18 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $2.9M | 6.2k | 468.91 | |
| Southern Company (SO) | 0.2 | $2.9M | 32k | 91.95 | |
| Coca-Cola Company (KO) | 0.2 | $2.9M | 40k | 71.62 | |
| Home Depot (HD) | 0.2 | $2.8M | 7.7k | 366.50 | |
| Ishares Ibonds Dec 2029 Muni Etf (IBMR) | 0.2 | $2.8M | 112k | 25.04 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.2 | $2.7M | 33k | 80.37 | |
| Ishares Tr (IBDV) | 0.2 | $2.4M | 113k | 21.72 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $2.2M | 18k | 118.93 | |
| Ishares Tr ibds dec28 etf (IBDT) | 0.2 | $2.2M | 85k | 25.26 | |
| SPDR DJ Wilshire Large Cap (SPLG) | 0.2 | $2.2M | 33k | 65.76 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $2.2M | 14k | 154.64 | |
| Gorman-Rupp Company (GRC) | 0.2 | $2.1M | 61k | 35.10 | |
| Spdr Ser Tr msci usa qual (QUS) | 0.2 | $1.9M | 12k | 156.69 | |
| Vanguard Total World Stock Idx (VT) | 0.1 | $1.9M | 17k | 115.95 | |
| Pinnacle Financial Partners (PNFP) | 0.1 | $1.8M | 17k | 106.04 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $1.8M | 81k | 22.08 | |
| Ishares Tr (IBHK) | 0.1 | $1.7M | 68k | 25.42 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.7M | 6.8k | 245.30 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.5M | 1.8k | 825.91 | |
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.1 | $1.5M | 63k | 23.61 | |
| NVIDIA Corporation (NVDA) | 0.1 | $1.4M | 13k | 108.38 | |
| Costco Wholesale Corporation (COST) | 0.1 | $1.4M | 1.5k | 945.78 | |
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.1 | $1.4M | 34k | 40.76 | |
| Smartfinancial (SMBK) | 0.1 | $1.4M | 44k | 31.08 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.4M | 9.7k | 139.78 | |
| International Business Machines (IBM) | 0.1 | $1.3M | 5.3k | 248.67 | |
| Johnson & Johnson (JNJ) | 0.1 | $1.3M | 7.6k | 165.85 | |
| Walt Disney Company (DIS) | 0.1 | $1.3M | 13k | 98.70 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.1 | $1.2M | 15k | 83.28 | |
| Health Care SPDR (XLV) | 0.1 | $1.2M | 8.1k | 146.01 | |
| Visa (V) | 0.1 | $1.1M | 3.2k | 350.41 | |
| Ishares Tr ibonds dec2026 (IBDR) | 0.1 | $1.1M | 47k | 24.21 | |
| DFA Tax-Managed US Marketwide Value II (DFUV) | 0.1 | $1.1M | 27k | 41.21 | |
| Oracle Corporation (ORCL) | 0.1 | $1.0M | 7.3k | 139.81 | |
| Chevron Corporation (CVX) | 0.1 | $1.0M | 6.0k | 167.29 | |
| MasterCard Incorporated (MA) | 0.1 | $952k | 1.7k | 548.23 | |
| General Electric (GE) | 0.1 | $940k | 4.7k | 200.16 | |
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 0.1 | $856k | 25k | 34.24 | |
| Shopify Inc cl a (SHOP) | 0.1 | $855k | 9.0k | 95.48 | |
| Wal-Mart Stores (WMT) | 0.1 | $811k | 9.2k | 87.79 | |
| Boeing Company (BA) | 0.1 | $804k | 4.7k | 170.55 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.1 | $803k | 7.9k | 101.05 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $795k | 2.9k | 274.81 | |
| Merck & Co (MRK) | 0.1 | $789k | 8.8k | 89.76 | |
| Cisco Systems (CSCO) | 0.1 | $748k | 12k | 61.71 | |
| Vanguard Information Technology ETF (VGT) | 0.1 | $737k | 1.4k | 542.50 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $736k | 2.0k | 361.07 | |
| Bank of America Corporation (BAC) | 0.1 | $726k | 17k | 41.73 | |
| Sch Fnd Intl Lg Etf (FNDF) | 0.1 | $712k | 20k | 36.14 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $704k | 23k | 30.73 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $703k | 3.6k | 193.99 | |
| ConocoPhillips (COP) | 0.1 | $692k | 6.6k | 105.02 | |
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.1 | $685k | 13k | 51.07 | |
| Ishares Bitcoin Tr (IBIT) | 0.1 | $655k | 14k | 46.81 | |
| Abbvie (ABBV) | 0.1 | $644k | 3.1k | 209.49 | |
| Snowflake Inc Cl A (SNOW) | 0.0 | $633k | 4.3k | 146.16 | |
| Truxton (TRUX) | 0.0 | $617k | 8.3k | 74.00 | |
| Philip Morris International (PM) | 0.0 | $605k | 3.8k | 158.74 | |
| Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 0.0 | $599k | 22k | 27.39 | |
| Pepsi (PEP) | 0.0 | $594k | 4.0k | 149.93 | |
| Shp Etf Trust (PRAY) | 0.0 | $590k | 21k | 28.41 | |
| Advanced Micro Devices (AMD) | 0.0 | $585k | 5.7k | 102.74 | |
| PNC Financial Services (PNC) | 0.0 | $581k | 3.3k | 175.79 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $579k | 7.4k | 78.28 | |
| McDonald's Corporation (MCD) | 0.0 | $561k | 1.8k | 312.33 | |
| Fidelity Wise Origin Bitcoin (FBTC) | 0.0 | $557k | 7.7k | 71.97 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $543k | 1.3k | 419.84 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $538k | 17k | 31.02 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $524k | 27k | 19.78 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $505k | 3.8k | 132.44 | |
| Novo-Nordisk A-S Ord (NONOF) | 0.0 | $494k | 7.3k | 68.11 | |
| Wells Fargo & Company (WFC) | 0.0 | $488k | 6.8k | 71.80 | |
| Bristol Myers Squibb (BMY) | 0.0 | $481k | 7.9k | 60.99 | |
| Ishares Tr (IBMS) | 0.0 | $475k | 19k | 25.40 | |
| Synopsys (SNPS) | 0.0 | $464k | 1.1k | 428.85 | |
| Tesla Motors (TSLA) | 0.0 | $464k | 1.8k | 259.16 | |
| Atmos Energy Corporation (ATO) | 0.0 | $463k | 3.0k | 154.58 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $463k | 20k | 23.43 | |
| Dimensional Etf Trust (DFAT) | 0.0 | $439k | 8.5k | 51.49 | |
| Mongodb Inc. Class A (MDB) | 0.0 | $439k | 2.5k | 175.40 | |
| Capital Southwest Corporation (CSWC) | 0.0 | $407k | 18k | 22.32 | |
| Regions Financial Corporation (RF) | 0.0 | $406k | 19k | 21.73 | |
| Align Technology (ALGN) | 0.0 | $397k | 2.5k | 158.86 | |
| Procter & Gamble Company (PG) | 0.0 | $397k | 2.3k | 170.42 | |
| Duke Energy (DUK) | 0.0 | $396k | 3.2k | 121.98 | |
| FedEx Corporation (FDX) | 0.0 | $388k | 1.6k | 243.79 | |
| Analog Devices (ADI) | 0.0 | $382k | 1.9k | 201.67 | |
| Pfizer (PFE) | 0.0 | $381k | 15k | 25.34 | |
| Nextera Energy (NEE) | 0.0 | $376k | 5.3k | 70.88 | |
| Main Street Capital Corporation (MAIN) | 0.0 | $375k | 6.6k | 56.56 | |
| Abbott Laboratories (ABT) | 0.0 | $362k | 2.7k | 132.64 | |
| SPDR S&P Dividend (SDY) | 0.0 | $360k | 2.7k | 135.66 | |
| Ge Vernova (GEV) | 0.0 | $357k | 1.2k | 305.28 | |
| City Holding Company (CHCO) | 0.0 | $352k | 3.0k | 117.47 | |
| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.0 | $347k | 5.2k | 66.34 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $344k | 4.4k | 78.28 | |
| Caterpillar (CAT) | 0.0 | $342k | 1.0k | 329.80 | |
| Alpha Architect Etf Tr us quant etf (QVAL) | 0.0 | $341k | 8.0k | 42.65 | |
| Trane Technologies (TT) | 0.0 | $337k | 1.0k | 336.92 | |
| SPDR S&P Emerging Markets (SPEM) | 0.0 | $336k | 8.5k | 39.37 | |
| U.S. Bancorp (USB) | 0.0 | $336k | 8.0k | 42.22 | |
| Truist Financial Corp equities (TFC) | 0.0 | $333k | 8.1k | 41.15 | |
| J P Morgan Exchange-traded F (JEPI) | 0.0 | $324k | 5.7k | 57.14 | |
| UnitedHealth (UNH) | 0.0 | $321k | 612.00 | 523.75 | |
| ProShares Ultra QQQ (QLD) | 0.0 | $316k | 3.6k | 88.89 | |
| Dupont De Nemours (DD) | 0.0 | $316k | 4.2k | 74.68 | |
| Fifth Third Ban (FITB) | 0.0 | $314k | 8.0k | 39.20 | |
| At&t (T) | 0.0 | $309k | 11k | 28.28 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $308k | 1.5k | 205.44 | |
| Phillips 66 (PSX) | 0.0 | $307k | 2.5k | 123.48 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $307k | 3.6k | 85.07 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $306k | 6.6k | 46.31 | |
| General Motors Company (GM) | 0.0 | $301k | 6.4k | 47.03 | |
| Hldgs (UAL) | 0.0 | $295k | 4.3k | 69.05 | |
| McKesson Corporation (MCK) | 0.0 | $289k | 430.00 | 672.99 | |
| Invesco Nasdaq 100 Etf (QQQM) | 0.0 | $286k | 1.5k | 193.02 | |
| salesforce (CRM) | 0.0 | $286k | 1.1k | 268.36 | |
| SPDR KBW Regional Banking (KRE) | 0.0 | $284k | 5.0k | 56.85 | |
| Micron Technology (MU) | 0.0 | $282k | 3.2k | 86.89 | |
| H&R Block (HRB) | 0.0 | $275k | 5.0k | 54.91 | |
| SPDR DJ Wilshire Small Cap Growth (SLYG) | 0.0 | $273k | 3.3k | 83.01 | |
| Consumer Discretionary SPDR (XLY) | 0.0 | $270k | 1.4k | 197.46 | |
| Enterprise Products Partners (EPD) | 0.0 | $270k | 7.9k | 34.14 | |
| Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 0.0 | $269k | 8.7k | 30.80 | |
| Corteva (CTVA) | 0.0 | $266k | 4.2k | 62.93 | |
| Honeywell International (HON) | 0.0 | $262k | 1.2k | 211.75 | |
| I3 Verticals (IIIV) | 0.0 | $258k | 11k | 24.67 | |
| Prudential Financial (PRU) | 0.0 | $256k | 2.3k | 111.66 | |
| Schwab Strategic Tr schwb fdt int sc (FNDC) | 0.0 | $256k | 7.1k | 36.20 | |
| Verizon Communications (VZ) | 0.0 | $254k | 5.6k | 45.36 | |
| Rbc Cad (RY) | 0.0 | $254k | 2.3k | 112.72 | |
| Broadcom (AVGO) | 0.0 | $250k | 1.5k | 167.48 | |
| Energy Transfer Equity (ET) | 0.0 | $248k | 13k | 18.59 | |
| Deere & Company (DE) | 0.0 | $239k | 510.00 | 469.35 | |
| SPDR Gold Trust (GLD) | 0.0 | $235k | 815.00 | 288.14 | |
| Ishares Ibonds Dec 2028 Term T (IBTI) | 0.0 | $235k | 11k | 22.25 | |
| iShares Gold Trust (IAU) | 0.0 | $229k | 3.9k | 58.96 | |
| Schwab Strategic Tr intrm trm (SCHR) | 0.0 | $228k | 9.2k | 24.86 | |
| Paypal Holdings (PYPL) | 0.0 | $228k | 3.5k | 65.25 | |
| PerkinElmer (RVTY) | 0.0 | $226k | 2.1k | 105.80 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $223k | 1.2k | 179.70 | |
| Intel Corporation (INTC) | 0.0 | $218k | 9.6k | 22.71 | |
| Southwest Airlines (LUV) | 0.0 | $216k | 6.4k | 33.58 | |
| Carnival Corporation (CCL) | 0.0 | $209k | 11k | 19.53 | |
| Schwab Strategic Tr 0 (SCHP) | 0.0 | $202k | 7.5k | 26.89 | |
| American Express Company (AXP) | 0.0 | $202k | 750.00 | 269.05 | |
| Ford Motor Company (F) | 0.0 | $137k | 14k | 10.03 | |
| Applied Blockchain (APLD) | 0.0 | $67k | 12k | 5.62 | |
| Highlands Reit Inc Real Estate Invst Trust Marylan | 0.0 | $6.4k | 21k | 0.31 | |
| Atlas Salt Ord (REMRF) | 0.0 | $2.7k | 10k | 0.27 | |
| Provectus Biopharmaceuticals I (PVCT) | 0.0 | $2.0k | 20k | 0.10 | |
| Icon Media Holdings (ICNM) | 0.0 | $10.000000 | 100k | 0.00 | |
| Msgi Security Solutions | 0.0 | $0 | 50k | 0.00 |
