LBMC Investment Advisors

Lbmc Investment Advisors as of Sept. 30, 2025

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