LBMC INVESTMENT ADVISORS, LLC Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$1.3B
Holdings
201
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (201 positions)
| Stock | Value |
|---|---|
FNDFSchwab Fundamental Inl | $712K |
PFFIshares S&P U S Pfd Fund | $704K |
VIGVanguard Div Appreciation | $702K |
COPConocophillips | $692K |
SPYVSPDR Portfolio S&P 500 Value ETF | $685K |
IBITiShares Bitcoin Trust ETF | $655K |
ABBVAbbvie Inc | $644K |
SNOWSnowflake Cl A Ord | $633K |
TRUXTruxton Corp | $617K |
4I1Philip Morris Intl Inc | $605K |
FNDASch Fnd US Sm Etf | $599K |
PEPPepsico Incorporated | $594K |
—FIS CHRISTIAN STOCK FUND ETF | $590K |
AMDAdvanced Micro Devic | $585K |
PNCPnc Finl Services Gp Inc | $580K |
BSVVanguard Short Term Bd Index | $579K |
MCDMc Donalds Corp | $561K |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $557K |
DONSpdr Dow Jones | $543K |
IDV*Ishares Tr Dow Jones | $538K |
SCHFSchw Intl Eq Etf | $524K |
RTXRaytheon Technologies Ord | $505K |
NVONovo Nordisk A/S B | $494K |
WFCWells Fargo & Co New | $488K |
BMYBristol-Myers Squibb Co | $481K |
IBMSISHS IBND DEC 2030 TRM MN BND ETF | $474K |
SNPSSynopsys Inc | $464K |
TSLATesla Motors Inc | $464K |
ATOAtmos Energy Corp | $463K |
SCHASchw US Scap Etf | $463K |
DFATDfa Tax Managed US Small | $439K |
MDBMongodb Inc Cl A | $439K |
CSWCCapital Southwest Corp | $407K |
RFRegions Financial Cp New | $406K |
AFWAlign Technology Inc | $397K |
PGProcter & Gamble Co | $397K |
DUKDuke Energy Corporation | $395K |
FDXFedex Corporation | $388K |
ADIAnalog Devices Inc | $382K |
PFEPfizer Incorporated | $381K |
NEENextera Energy Inc | $376K |
MAINMain Street Capital Corp | $375K |
ABTAbbott Laboratories | $362K |
SDYSpdr S&P Dividend Etf | $360K |
GEVGe Vernova Llc Com | $357K |
CHCOCity Holding Co | $352K |
SPHQInvesco S&P 500 Quality ETF | $347K |
SCHWThe Charles Schwab Corp | $343K |
CATCaterpillar Inc | $342K |
QVALAlpha Architect US Quantitative Val ETF | $341K |
TTTrane Technologies PLC | $337K |
SPEMSPD S&P Emerging Markets ETF | $336K |
USBU S Bancorp Del New | $336K |
TFCTruist Finl Corp Com | $333K |
JEPIJPMorgan Equity Premium Income ETF | $324K |
UNHUnitedhealth Group Inc | $321K |
QLDProShares Ultra QQQ | $316K |
DDDupont De Nemours Inc | $316K |
FITBFifth Third Bancorp | $314K |
TA T & T Corp | $309K |
RCLRoyal Carribean Cruisesf | $308K |
PSXPhillips | $307K |
IWRIshares Russell Index Fd | $307K |
VMBSVanguard Mortgage Backed | $306K |
GMGeneral Motors Corp | $301K |
UALUnited Continental Holdings Inc Com Usd0 | $295K |
MCKMckesson Corporation | $289K |
QQQMInvesco NASDAQ 100 ETF | $286K |
CRMSalesforce Com | $286K |
LVLNSpdr S&P Regional | $284K |
MUMicron Technology Inc | $282K |
HRBBlock H & R Incorporated | $275K |
SLYGSPDR S&P 600 Small Cap Growth ETF | $273K |
XLYSector Spdr Consumer Fd | $270K |
EPDEnterprise Products Pptns Lp | $270K |
FNDESchwab Funda Emg Mkts | $269K |
CTVACorteva Inc com | $266K |
HONHoneywell International | $262K |
IIIVi3 Verticals Inc | $258K |
PRUPrudential Financial Inc | $256K |
FNDCSchwab Fundamental Intl | $256K |
BACVerizon Communications | $254K |
RYRoyal Bk Cda Montreal | $254K |
AVGOBroadcom Ltd | $250K |
ETEnergy Transfer Equity LP | $248K |
DEDeere & Co | $239K |
GQ9Spdr Gold TRUST | $235K |
IBTIiShares iBonds Dec 2028 Term Treasury ETF | $235K |
IAU*Ishares Gold Trust ETF | $229K |
SCHRSchwab Intermediate Term | $228K |
PYPLPaypal Holdings Inco | $228K |
PKNPerkinElmer Inc | $226K |
TXNTexas Instruments Inc | $223K |
INTCIntel Corp | $218K |
LUVSouthwest Airlines Co | $216K |
CCLCarnival Corp | $209K |
SCHPSch US Tips Etf | $202K |
AXPAmerican Express Company | $202K |
FFord Motor Company | $137K |
APLDApplied Digital Corp | $67K |