LBMC INVESTMENT ADVISORS, LLC Q1 2024 Filing
Filed April 12, 2024
Portfolio Value
$1.2T
Holdings
186
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (186 positions)
| Stock | Value |
|---|---|
ABBVAbbvie Inc | $527K |
SCHFSchw Intl Eq Etf | $520K |
WMTWal-Mart Stores Inc | $500K |
SCHASchw US Scap Etf | $498K |
RTXRaytheon Technologies Ord | $492K |
VIGVanguard Div Appreciation | $472K |
NVDANVIDIA Corp | $467K |
TRUXTruxton Corp | $462K |
FDXFedex Corporation | $462K |
DFATDfa Tax Managed US Small | $460K |
INTCIntel Corp | $452K |
BMYBristol-Myers Squibb Co | $433K |
GMGeneral Motors Corp | $426K |
PFEPfizer Incorporated | $426K |
MCDMc Donalds Corp | $408K |
WFCWells Fargo & Co New | $394K |
PSXPhillips | $389K |
TSLATesla Motors Inc | $388K |
XYZSquare Inc Cl A | $384K |
MUMicron Technology Inc | $383K |
CATCaterpillar Inc | $380K |
RFRegions Financial Cp New | $377K |
ADIAnalog Devices Inc | $374K |
DONSpdr Dow Jones | $372K |
QVALAlpha Architect US Quantitative Val ETF | $360K |
ATOAtmos Energy Corp | $356K |
USBU S Bancorp Del New | $350K |
SDYSpdr S&P Dividend Etf | $347K |
4I1Philip Morris Intl Inc | $344K |
NEENextera Energy Inc | $338K |
DDDupont De Nemours Inc | $324K |
UNHUnitedhealth Group Inc | $320K |
SPHQInvesco S&P 500 Quality ETF | $319K |
SCHWThe Charles Schwab Corp | $317K |
TFCTruist Finl Corp Com | $316K |
DUKDuke Energy Corporation | $313K |
CHCOCity Holding Co | $313K |
QLDProShares Ultra QQQ | $311K |
CVSC V S Corp Del | $311K |
VMBSVanguard Mortgage Backed | $308K |
SPEMSPDR S&P Emerging Markets ETF | $308K |
TTTrane Technologies PLC | $300K |
FITBFifth Third Bancorp | $298K |
ABTAbbott Laboratories | $297K |
SLYGSPDR S&P 600 Small Cap Growth ETF | $285K |
IWRIshares Russell Index Fd | $281K |
VGTVanguard Information Technology ETF | $278K |
MPCMarathon Pete Corp | $270K |
PRUPrudential Financial Inc | $269K |
DOWDow Chemical Company | $255K |
PGProcter & Gamble Co | $252K |
VTIVanguard Total Stock Mkt | $252K |
LVLNSpdr S&P Regional | $251K |
XLYSector Spdr Consumer Fd | $251K |
FNDCSchwab Fundamental Intl | $250K |
UPSUnited Parcel Service B | $247K |
HRBBlock H R Incorporated | $246K |
IIIVi3 Verticals Inc | $245K |
BACVerizon Communications | $244K |
CTVACorteva Inc com | $244K |
TA T & T Corp | $244K |
GPNGlobal Pmts Inc Com | $243K |
FNDESchwab Funda Emg Mkts | $242K |
ABNBAirbnb Inc | $234K |
MCKMckesson Corporation | $231K |
SCHRSchwab Intermediate Term | $229K |
RYRoyal Bk Cda Montreal | $227K |
NKENike Inc Class B | $227K |
HONHoneywell International | $225K |
PKNPerkinElmer Inc | $224K |
AMATApplied Materials Inc | $217K |
TXNTexas Instruments Inc | $216K |
STZConstellation Brand Cl A | $211K |
ARCCAres Capital Corp | $210K |
RCLRoyal Carribean Cruisesf | $209K |
HUMHumana Inc | $208K |
VIOOVanguard S&P Small-Cap 600 ETF | $205K |
UALUnited Continental Holdings Inc Com Usd0 | $204K |
GISGeneral Mills Inc | $201K |
TMOThermo Fisher Scntfc | $201K |
FFord Motor Company | $177K |
CCLCarnival Corp | $173K |
SALTATLAS SALT ORD | $6K |
PVCTProvectus Pharmaceutical Inc | $4K |
ICNMIcon Media Holdings Inc | $40 |
—MSGI Security Solutions Inc (NV) | $0 |
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