LBMC INVESTMENT ADVISORS, LLC Q2 2024 Filing
Filed July 11, 2024
Portfolio Value
$1.2T
Holdings
187
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (187 positions)
| Stock | Value |
|---|---|
CSCOCisco Systems Inc | $553K |
SCHFSchw Intl Eq Etf | $551K |
VTIVanguard Total Stock Mkt | $528K |
PNCPnc Finl Services Gp Inc | $513K |
RTXRaytheon Technologies Ord | $506K |
ABBVAbbvie Inc | $496K |
SCHASchw US Scap Etf | $480K |
FDXFedex Corporation | $478K |
CSWCCapital Southwest Corp | $476K |
VIGVanguard Div Appreciation | $475K |
TRUXTruxton Corp | $453K |
DFATDfa Tax Managed US Small | $440K |
ADIAnalog Devices Inc | $432K |
MUMicron Technology Inc | $427K |
CRMSalesforce Com | $423K |
WFCWells Fargo & Co New | $404K |
TSLATesla Motors Inc | $394K |
PFEPfizer Incorporated | $388K |
4I1Philip Morris Intl Inc | $383K |
NEENextera Energy Inc | $375K |
MCDMc Donalds Corp | $370K |
SDYSpdr S&P Dividend Etf | $370K |
DONSpdr Dow Jones | $366K |
RFRegions Financial Cp New | $363K |
QLDProShares Ultra QQQ | $355K |
ATOAtmos Energy Corp | $349K |
CATCaterpillar Inc | $345K |
QVALAlpha Architect US Quantitative Val ETF | $343K |
DDDupont De Nemours Inc | $340K |
PSXPhillips | $336K |
MAINMain Street Capital Corp | $333K |
SPHQInvesco S&P 500 Quality ETF | $332K |
BMYBristol-Myers Squibb Co | $332K |
UNHUnitedhealth Group Inc | $329K |
TTTrane Technologies PLC | $329K |
DUKDuke Energy Corporation | $325K |
SCHWThe Charles Schwab Corp | $323K |
SPEMSPDR S&P Emerging Markets ETF | $321K |
CHCOCity Holding Co | $319K |
INTCIntel Corp | $317K |
TFCTruist Finl Corp Com | $315K |
USBU S Bancorp Del New | $312K |
VMBSVanguard Mortgage Backed | $307K |
VGTVanguard Information Technology ETF | $306K |
GMGeneral Motors Corp | $298K |
XYZSquare Inc Cl A | $293K |
FITBFifth Third Bancorp | $292K |
SLYGSPDR S&P 600 Small Cap Growth ETF | $281K |
ABTAbbott Laboratories | $271K |
IWRIshares Russell Index Fd | $271K |
HRBBlock H & R Incorporated | $271K |
PRUPrudential Financial Inc | $269K |
IYRIshares Tr Dow Jones Re | $264K |
QQQMInvesco NASDAQ 100 ETF | $259K |
TA T & T Corp | $259K |
FNDESchwab Funda Emg Mkts | $258K |
PGProcter & Gamble Co | $256K |
MCKMckesson Corporation | $251K |
XLYSector Spdr Consumer Fd | $249K |
AMATApplied Materials Inc | $248K |
LVLNSpdr S&P Regional | $246K |
FNDCSchwab Fundamental Intl | $245K |
TXNTexas Instruments Inc | $241K |
RYRoyal Bk Cda Montreal | $240K |
RCLRoyal Carribean Cruisesf | $239K |
CCLCarnival Corp | $238K |
IIIVi3 Verticals Inc | $236K |
BACVerizon Communications | $234K |
HONHoneywell International | $234K |
DOWDow Chemical Company | $233K |
MPCMarathon Pete Corp | $232K |
ABNBAirbnb Inc | $230K |
CVSC V S Corp Del | $230K |
UPSUnited Parcel Service B | $230K |
CTVACorteva Inc com | $228K |
SCHRSchwab Intermediate Term | $227K |
BNDVanguard Bond Index Fund | $227K |
HUMHumana Inc | $224K |
PKNPerkinElmer Inc | $224K |
ARCCAres Capital Corp | $210K |
UALUnited Continental Holdings Inc Com Usd0 | $208K |
PYPLPaypal Holdings Inco | $203K |
FFord Motor Company | $167K |
SALTATLAS SALT ORD | $4K |
PVCTProvectus Pharmaceutical Inc | $3K |
ICNMIcon Media Holdings Inc | $70 |
—MSGI Security Solutions Inc (NV) | $0 |
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