LBMC Investment Advisors

Lbmc Investment Advisors as of June 30, 2025

Portfolio Holdings for Lbmc Investment Advisors

Lbmc Investment Advisors holds 214 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 19.3 $271M 436k 620.90
Invesco S&p 500 Equal Weight Etf (RSP) 17.2 $242M 1.3M 181.74
iShares Russell 2000 Index (IWM) 10.8 $151M 702k 215.79
Ishares High Dividend Equity F (HDV) 3.8 $54M 459k 117.17
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 3.4 $47M 565k 83.48
iShares MSCI EAFE Index Fund (EFA) 3.2 $44M 496k 89.39
iShares Dow Jones Select Dividend (DVY) 2.2 $31M 232k 132.81
Ishares Tr (IBHH) 2.0 $28M 1.2M 23.73
Ishares Tr (IBHG) 1.9 $26M 1.2M 22.54
Vanguard Europe Pacific ETF (VEA) 1.7 $23M 407k 57.01
Ishares Tr (IBHF) 1.4 $20M 854k 23.23
Vanguard High Dividend Yield ETF (VYM) 1.4 $20M 147k 133.31
Hca Holdings (HCA) 1.2 $17M 45k 383.10
iShares S&P SmallCap 600 Index (IJR) 1.2 $17M 154k 109.29
iShares Cohen & Steers Realty Maj. (ICF) 1.1 $16M 256k 61.16
Vanguard S&p 500 Etf idx (VOO) 1.0 $15M 26k 568.04
Vanguard Scottsdale Fds vng rus2000idx (VTWO) 1.0 $14M 162k 87.22
iShares S&P 500 Growth Index (IVW) 1.0 $14M 128k 110.10
Apple (AAPL) 0.9 $13M 64k 205.17
Vanguard Mid-Cap ETF (VO) 0.9 $12M 45k 279.83
Ishares Tr (IBHI) 0.9 $12M 512k 23.69
iShares Dow Jones US Utilities (IDU) 0.8 $12M 113k 104.57
Ishares Tr s^p aggr all (AOA) 0.8 $11M 135k 83.40
Ishares Tr ibonds dec 27 (IBMP) 0.8 $11M 424k 25.35
Ishares Tr ibonds dec 26 (IBMO) 0.8 $11M 412k 25.62
Ishares Tr ibonds dec 28 (IBMQ) 0.7 $9.5M 376k 25.41
iShares S&P 500 Value Index (IVE) 0.6 $8.7M 44k 195.42
Vanguard REIT ETF (VNQ) 0.6 $8.0M 90k 89.06
Microsoft Corporation (MSFT) 0.6 $7.7M 16k 497.42
Ishares Ibonds 2030 Term High Yield And Income Etf (IBHJ) 0.5 $7.4M 277k 26.64
Ishares Tr ibonds dec 25 (IBMN) 0.5 $7.4M 275k 26.76
Amazon (AMZN) 0.5 $7.0M 32k 219.39
Vanguard Emerging Markets ETF (VWO) 0.5 $7.0M 141k 49.46
Ishares Inc core msci emkt (IEMG) 0.5 $6.8M 113k 60.03
Ishares Tr ibonds 25 trm hg (IBHE) 0.4 $5.9M 253k 23.25
Ishares Ibonds Dec 2029 Muni Etf (IBMR) 0.4 $5.7M 225k 25.23
AFLAC Incorporated (AFL) 0.4 $5.6M 53k 105.46
Berkshire Hathaway (BRK.B) 0.4 $5.3M 11k 485.77
Alphabet Inc Class C cs (GOOG) 0.4 $5.1M 29k 177.39
iShares MSCI Emerging Markets Indx (EEM) 0.3 $4.9M 101k 48.24
SPDR S&P World ex-US (SPDW) 0.3 $4.8M 118k 40.49
Ishares Tr ibonds etf (IBDS) 0.3 $4.7M 195k 24.27
Ishares Tr (IBDV) 0.3 $4.7M 214k 21.98
iShares S&P MidCap 400 Index (IJH) 0.3 $4.6M 75k 62.02
iShares S&P Growth Allocation Fund (AOR) 0.3 $4.6M 74k 61.57
Ishares Tr ibonds dec 29 (IBDU) 0.3 $4.5M 193k 23.33
Spdr S&p 500 Etf (SPY) 0.3 $4.5M 7.3k 617.87
Facebook Inc cl a (META) 0.3 $4.4M 6.0k 738.15
Ishares Tr ibds dec28 etf (IBDT) 0.3 $3.9M 154k 25.42
Ishares Tr ibonds dec2026 (IBDR) 0.2 $3.5M 143k 24.25
Invesco Qqq Trust Series 1 (QQQ) 0.2 $3.5M 6.3k 551.64
A. O. Smith Corporation (AOS) 0.2 $3.5M 53k 65.57
Aon (AON) 0.2 $3.4M 9.4k 356.76
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.2 $3.2M 33k 95.32
Home Depot (HD) 0.2 $2.8M 7.7k 366.62
Coca-Cola Company (KO) 0.2 $2.8M 39k 70.75
Southern Company (SO) 0.2 $2.7M 29k 91.83
Alphabet Inc Class A cs (GOOGL) 0.2 $2.4M 14k 176.24
Gorman-Rupp Company (GRC) 0.2 $2.2M 61k 36.72
Vanguard Total World Stock Idx (VT) 0.1 $2.1M 16k 128.52
Spdr Ser Tr msci usa qual (QUS) 0.1 $2.0M 12k 163.09
NVIDIA Corporation (NVDA) 0.1 $2.0M 13k 157.99
Pinnacle Financial Partners (PNFP) 0.1 $2.0M 18k 110.41
JPMorgan Chase & Co. (JPM) 0.1 $2.0M 6.8k 289.91
Exxon Mobil Corporation (XOM) 0.1 $2.0M 18k 107.80
Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $1.9M 79k 24.44
Vanguard Information Technology ETF (VGT) 0.1 $1.9M 2.9k 663.22
Ishares Tr (IBHK) 0.1 $1.8M 68k 25.95
Ishares Tr (IBDW) 0.1 $1.7M 82k 21.04
Oracle Corporation (ORCL) 0.1 $1.6M 7.3k 218.63
Walt Disney Company (DIS) 0.1 $1.6M 13k 124.01
International Business Machines (IBM) 0.1 $1.6M 5.3k 294.77
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.1 $1.5M 63k 24.54
Ishares Tr (IBMS) 0.1 $1.5M 60k 25.66
SPDR DJ Wilshire Large Cap (SPLG) 0.1 $1.5M 21k 72.69
Smartfinancial (SMBK) 0.1 $1.5M 44k 33.78
Costco Wholesale Corporation (COST) 0.1 $1.5M 1.5k 989.94
Blackstone Group Inc Com Cl A (BX) 0.1 $1.4M 9.7k 149.58
Eli Lilly & Co. (LLY) 0.1 $1.4M 1.8k 779.53
iShares S&P MidCap 400 Growth (IJK) 0.1 $1.3M 15k 90.98
Ishares Bitcoin Tr (IBIT) 0.1 $1.3M 22k 61.21
Super Micro Computer Inc Com Usd0.001 (SMCI) 0.1 $1.2M 25k 49.01
General Electric (GE) 0.1 $1.2M 4.7k 257.38
Fidelity Wise Origin Bitcoin (FBTC) 0.1 $1.2M 13k 93.99
Visa (V) 0.1 $1.2M 3.2k 355.01
Ishares Tr (IBDX) 0.1 $1.1M 44k 25.29
Johnson & Johnson (JNJ) 0.1 $1.1M 7.2k 152.75
Health Care SPDR (XLV) 0.1 $1.1M 8.1k 134.79
DFA Tax-Managed US Marketwide Value II (DFUV) 0.1 $1.1M 25k 42.28
Shopify Inc cl a (SHOP) 0.1 $1.0M 9.0k 115.35
Boeing Company (BA) 0.1 $988k 4.7k 209.53
MasterCard Incorporated (MA) 0.1 $976k 1.7k 562.05
Snowflake Inc Cl A (SNOW) 0.1 $969k 4.3k 223.77
Wal-Mart Stores (WMT) 0.1 $903k 9.2k 97.78
Vanguard Total Stock Market ETF (VTI) 0.1 $880k 2.9k 303.90
iShares Russell 1000 Growth Index (IWF) 0.1 $865k 2.0k 424.56
Chevron Corporation (CVX) 0.1 $857k 6.0k 143.19
Cisco Systems (CSCO) 0.1 $842k 12k 69.38
Ishares Inc cmn (EUSA) 0.1 $833k 8.4k 99.12
Bank of America Corporation (BAC) 0.1 $826k 17k 47.32
Advanced Micro Devices (AMD) 0.1 $808k 5.7k 141.90
Vanguard Dividend Appreciation ETF (VIG) 0.1 $796k 3.9k 204.67
Nestle Sa Cham Et Vevey eqfor (NSRGF) 0.1 $790k 7.9k 99.41
Sch Fnd Intl Lg Etf (FNDF) 0.1 $788k 20k 40.02
SPDR DJ Wilshire Large Cap Value (SPYV) 0.1 $705k 14k 52.34
Merck & Co (MRK) 0.0 $696k 8.8k 79.16
Truxton (TRUX) 0.0 $667k 8.3k 80.00
Shp Etf Trust (PRAY) 0.0 $636k 21k 30.62
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 0.0 $626k 22k 28.65
Ge Vernova (GEV) 0.0 $618k 1.2k 529.15
PNC Financial Services (PNC) 0.0 $616k 3.3k 186.44
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.0 $599k 17k 34.51
ConocoPhillips (COP) 0.0 $592k 6.6k 89.75
Schwab International Equity ETF (SCHF) 0.0 $586k 27k 22.10
Vanguard Short-Term Bond ETF (BSV) 0.0 $584k 7.4k 78.70
Wells Fargo & Company (WFC) 0.0 $571k 7.1k 80.13
SPDR Dow Jones Industrial Average ETF (DIA) 0.0 $571k 1.3k 440.50
Abbvie (ABBV) 0.0 $570k 3.1k 185.64
Tesla Motors (TSLA) 0.0 $565k 1.8k 317.66
Raytheon Technologies Corp (RTX) 0.0 $557k 3.8k 146.01
Synopsys (SNPS) 0.0 $555k 1.1k 512.68
McDonald's Corporation (MCD) 0.0 $526k 1.8k 292.15
Mongodb Inc. Class A (MDB) 0.0 $525k 2.5k 209.99
Pepsi (PEP) 0.0 $514k 3.9k 132.03
Novo-Nordisk A-S Ord (NONOF) 0.0 $504k 7.3k 69.46
SPDR S&P Emerging Markets (SPEM) 0.0 $500k 12k 42.74
Schwab U S Small Cap ETF (SCHA) 0.0 $500k 20k 25.30
iShares S&P US Pref Stock Idx Fnd (PFF) 0.0 $494k 16k 30.68
Atmos Energy Corporation (ATO) 0.0 $462k 3.0k 154.11
Dimensional Etf Trust (DFAT) 0.0 $461k 8.6k 53.96
Analog Devices (ADI) 0.0 $450k 1.9k 238.02
Regions Financial Corporation (RF) 0.0 $445k 19k 23.52
Trane Technologies (TT) 0.0 $437k 1.0k 437.41
ProShares Ultra QQQ (QLD) 0.0 $419k 3.6k 117.72
Broadcom (AVGO) 0.0 $412k 1.5k 275.73
Capital Southwest Corporation (CSWC) 0.0 $402k 18k 22.04
Caterpillar (CAT) 0.0 $402k 1.0k 388.21
Charles Schwab Corporation (SCHW) 0.0 $400k 4.4k 91.24
Micron Technology (MU) 0.0 $400k 3.2k 123.25
Yandex Nv-a (NBIS) 0.0 $398k 7.2k 55.33
Ishares Tr (IBDY) 0.0 $397k 15k 25.91
Main Street Capital Corporation (MAIN) 0.0 $392k 6.6k 59.10
Philip Morris International (PM) 0.0 $390k 2.1k 182.14
Duke Energy (DUK) 0.0 $383k 3.2k 118.01
Ishares Tr (IBDZ) 0.0 $382k 15k 26.13
Align Technology (ALGN) 0.0 $379k 2.0k 189.33
Invesco Exchange W&p 500 Qualit equities (SPHQ) 0.0 $373k 5.2k 71.26
Abbott Laboratories (ABT) 0.0 $371k 2.7k 136.02
Procter & Gamble Company (PG) 0.0 $371k 2.3k 159.32
Ishares Ibonds Dec 2028 Term T (IBTI) 0.0 $369k 17k 22.36
Nextera Energy (NEE) 0.0 $368k 5.3k 69.42
City Holding Company (CHCO) 0.0 $367k 3.0k 122.42
Pfizer (PFE) 0.0 $365k 15k 24.24
FedEx Corporation (FDX) 0.0 $362k 1.6k 227.32
U.S. Bancorp (USB) 0.0 $361k 8.0k 45.25
SPDR S&P Dividend (SDY) 0.0 $360k 2.7k 135.72
Alpha Architect Etf Tr us quant etf (QVAL) 0.0 $352k 8.0k 44.01
Truist Financial Corp equities (TFC) 0.0 $348k 8.1k 42.99
Hldgs (UAL) 0.0 $340k 4.3k 79.63
Invesco Nasdaq 100 Etf (QQQM) 0.0 $337k 1.5k 227.10
iShares Russell Midcap Index Fund (IWR) 0.0 $336k 3.7k 91.96
Fifth Third Ban (FITB) 0.0 $329k 8.0k 41.13
Bristol Myers Squibb (BMY) 0.0 $323k 7.0k 46.29
At&t (T) 0.0 $316k 11k 28.94
General Motors Company (GM) 0.0 $315k 6.4k 49.21
Corteva (CTVA) 0.0 $315k 4.2k 74.53
McKesson Corporation (MCK) 0.0 $315k 430.00 732.78
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.0 $307k 6.6k 46.34
Carnival Corporation (CCL) 0.0 $301k 11k 28.12
SPDR KBW Regional Banking (KRE) 0.0 $297k 5.0k 59.39
Phillips 66 (PSX) 0.0 $297k 2.5k 119.30
Schwab Strategic Tr schwb fdt int sc (FNDC) 0.0 $297k 7.1k 42.05
Consumer Discretionary SPDR (XLY) 0.0 $297k 1.4k 217.33
Rbc Cad (RY) 0.0 $297k 2.3k 131.55
SPDR DJ Wilshire Small Cap Growth (SLYG) 0.0 $293k 3.3k 88.74
salesforce (CRM) 0.0 $291k 1.1k 272.69
Dupont De Nemours (DD) 0.0 $290k 4.2k 68.59
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 0.0 $288k 8.7k 33.01
Honeywell International (HON) 0.0 $288k 1.2k 232.88
I3 Verticals (IIIV) 0.0 $287k 11k 27.48
H&R Block (HRB) 0.0 $275k 5.0k 54.89
UnitedHealth (UNH) 0.0 $271k 869.00 311.97
Paypal Holdings (PYPL) 0.0 $260k 3.5k 74.32
Deere & Company (DE) 0.0 $259k 510.00 508.49
Texas Instruments Incorporated (TXN) 0.0 $258k 1.2k 207.62
Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $255k 500.00 509.31
Fb Finl (FBK) 0.0 $254k 5.6k 45.30
SPDR Gold Trust (GLD) 0.0 $248k 815.00 304.83
Prudential Financial (PRU) 0.0 $247k 2.3k 107.44
Enterprise Products Partners (EPD) 0.0 $246k 7.9k 31.01
Energy Transfer Equity (ET) 0.0 $243k 13k 18.13
Verizon Communications (VZ) 0.0 $243k 5.6k 43.27
iShares Gold Trust (IAU) 0.0 $242k 3.9k 62.36
American Express Company (AXP) 0.0 $239k 750.00 318.98
Vanguard Growth ETF (VUG) 0.0 $237k 541.00 438.40
Schwab Strategic Tr intrm trm (SCHR) 0.0 $230k 9.2k 25.03
Ishares Ibonds Dec 2027 Term T (IBTH) 0.0 $223k 9.9k 22.49
Marathon Petroleum Corp (MPC) 0.0 $222k 1.3k 166.14
Motley Fool 100 Index Etf etf (TMFC) 0.0 $217k 3.4k 64.51
Intel Corporation (INTC) 0.0 $215k 9.6k 22.40
iShares S&P 100 Index (OEF) 0.0 $212k 697.00 304.17
Southwest Airlines (LUV) 0.0 $210k 6.5k 32.44
Ishares Ibonds Dec 2026 Term T (IBTG) 0.0 $208k 9.1k 22.93
PerkinElmer (RVTY) 0.0 $206k 2.1k 96.72
Cintas Corporation (CTAS) 0.0 $206k 924.00 222.87
Victory Portfolios Ii Cemp Us 500 Enha etf (CFO) 0.0 $205k 2.9k 71.29
Schwab Strategic Tr 0 (SCHP) 0.0 $201k 7.5k 26.68
Ford Motor Company (F) 0.0 $144k 13k 10.85
Applied Blockchain (APLD) 0.0 $120k 12k 10.07
Highlands Reit Inc Real Estate Invst Trust Marylan 0.0 $6.4k 21k 0.31
Atlas Salt Ord (REMRF) 0.0 $3.2k 10k 0.32
Provectus Biopharmaceuticals I (PVCT) 0.0 $1.5k 20k 0.07
Icon Media Holdings (ICNM) 0.0 $20.000000 100k 0.00
Msgi Security Solutions 0.0 $0 50k 0.00