LBMC INVESTMENT ADVISORS, LLC Q2 2023 Filing
Filed July 17, 2023
Portfolio Value
$1.0B
Holdings
164
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (164 positions)
| Stock | Value |
|---|---|
SPDWSPDR(R) Portfolio Developed Wld ex-US ETF | $982K |
SMBKSmartfinancial Inc | $953K |
IBHDiShares iBonds 2024 Term HY and Inc ETF | $948K |
DISDisney Walt Hldg Co | $936K |
SPYDSPDR(R) Portfolio S&P 500 High Div ETF | $906K |
DFUVDFA Tax-Managed US Marketwide Value II | $904K |
CVXChevrontexaco Corp | $885K |
ORCLOracle Corporation | $865K |
IYRIshares Tr Dow Jones Re | $858K |
PEPPepsico Incorporated | $850K |
LLYLilly Eli & Company | $844K |
BSVVanguard Short Term Bd Index | $843K |
BXBlackstone Group LP | $804K |
SYYSysco Corporation | $788K |
IWFIshares Tr Russell | $764K |
PFFIshares S&P U S Pfd Fund | $726K |
IBMIntl Business Machines | $720K |
KMBKimberly-Clark Corp | $686K |
FNDASch Fnd US Sm Etf | $685K |
VVisa Inc Cl A | $685K |
MAMastercard Inc | $683K |
COPConocophillips | $671K |
SNPSSynopsys Inc | $663K |
FNDFSchwab Fundamental Inl | $656K |
BACBank Of America Corp | $634K |
SPYVSPDR(R) Portfolio S&P 500 Value ETF | $623K |
PFEPfizer Incorporated | $620K |
COSTCostco Whsl Corp New | $614K |
PNFPPinnancle Finl Partners Inc | $609K |
IDV*Ishares Tr Dow Jones | $600K |
VIGVanguard Div Appreciation | $571K |
CSCOCisco Systems Inc | $567K |
DBCPowershs Db Commdty Indx | $542K |
SLYGSpdr S&P 600 Small Cap | $538K |
DUKDuke Energy Corporation | $538K |
GMGeneral Motors Corp | $536K |
ATOAtmos Energy Corp | $523K |
GQ9Spdr Gold TRUST | $493K |
—iShares iBonds 2023 Term HY and Inc ETF | $490K |
METAFacebook Inc Class A | $487K |
AMDAdvanced Micro Devic | $485K |
BMYBristol-Myers Squibb Co | $479K |
SCHFSchw Intl Eq Etf | $476K |
SCHASchw US Scap Etf | $460K |
FDXFedex Corporation | $445K |
WMTWal-Mart Stores Inc | $444K |
TRUXTruxton Corp | $441K |
MCDMc Donalds Corp | $428K |
RTXRaytheon Technologies Ord | $405K |
TSLATesla Motors Inc | $402K |
NEENextera Energy Inc | $393K |
DFATDfa Tax Managed US Small | $390K |
ABBVAbbvie Inc | $381K |
RFRegions Financial Cp New | $380K |
ADIAnalog Devices Inc | $369K |
4I1Philip Morris Intl Inc | $360K |
NVDANVIDIA Corp | $348K |
UNHUnitedhealth Group Inc | $335K |
INTCIntel Corp | $328K |
SDYSpdr S&P Dividend Etf | $323K |
DONSpdr Dow Jones | $321K |
VMBSVanguard Mortgage Backed | $311K |
DDDupont De Nemours Inc | $302K |
SLYVSPDR(R) S&P 600 Small Cap Value ETF | $286K |
ABTAbbott Laboratories | $285K |
BACVerizon Communications | $282K |
BABoeing Co | $281K |
SPYMSPDR Portfolio S&P 500 ETF | $280K |
WFCWells Fargo & Co New | $280K |
IBHEiShares iBonds 2025 Term HY and Inc ETF | $277K |
QVALAlpha Architect US Quantitative Val ETF | $277K |
CHCOCity Holding Co | $270K |
CVSC V S Corp Del | $270K |
HUMHumana Inc | $268K |
SPHQInvesco S&P 500(R) Quality ETF | $265K |
PSXPhillips | $263K |
WEPMagellan Midstream Ptnrs | $257K |
PKNPerkinElmer Inc | $253K |
UPSUnited Parcel Service B | $248K |
USBU S Bancorp Del New | $246K |
XLYSector Spdr Consumer Fd | $245K |
IIIVi3 Verticals Inc | $245K |
UALUnited Continental Holdings Inc Com Usd0 | $244K |
IWRIshares Russell Index Fd | $244K |
CTVACorteva Inc com | $242K |
FFord Motor Company | $238K |
PGProcter & Gamble Co | $236K |
FNDCSchwab Fundamental Intl | $234K |
DOWDow Chemical Company | $234K |
FNDESchwab Funda Emg Mkts | $234K |
SCHRSchwab Intermediate Term | $230K |
QLDProShares Ultra QQQ | $229K |
PNCPnc Finl Services Gp Inc | $227K |
HONHoneywell International | $227K |
TXNTexas Instruments Inc | $223K |
TA T & T Corp | $222K |
MCKMckesson Corporation | $217K |
RYRoyal Bk Cda Montreal | $215K |
NKENike Inc Class B | $213K |
VTIVanguard Total Stock Mkt | $212K |
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