LBMC INVESTMENT ADVISORS, LLC Q2 2025 Filing

Filed July 9, 2025

Portfolio Value

$1.4T

Holdings

214

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (214 positions)

#StockSharesValue% PortfolioType
101
AMDAdvanced Micro Devic
5,691$807.6M0.06%
102
VIGVanguard Div Appreciation
3,888$795.8M0.06%
103
Nestle Sa Ord
7,945$789.8M0.06%
104
FNDFSchwab Fundamental Inl
19,697$788.3M0.06%
105
SPYVSPDR Portfolio S&P 500 Value ETF
13,475$705.3M0.05%
106
MRKMerck & Co Inc
8,786$695.5M0.05%
107
TRUXTruxton Corp
8,339$667.1M0.05%
108
FIS CHRISTIAN STOCK FUND ETF
20,780$636.4M0.05%
109
FNDASch Fnd US Sm Etf
21,854$626.1M0.04%
110
GEVGe Vernova Llc Com
1,167$617.5M0.04%
111
PNCPnc Finl Services Gp Inc
3,302$615.6M0.04%
112
IDV*Ishares Tr Dow Jones
17,360$599.1M0.04%
113
COPConocophillips
6,593$591.7M0.04%
114
SCHFSchw Intl Eq Etf
26,496$585.6M0.04%
115
BSVVanguard Short Term Bd Index
7,415$583.5M0.04%
116
WFCWells Fargo & Co New
7,131$571.4M0.04%
117
DONSpdr Dow Jones
1,295$570.5M0.04%
118
ABBVAbbvie Inc
3,072$570.3M0.04%
119
TSLATesla Motors Inc
1,778$564.8M0.04%
120
RTXRaytheon Technologies Ord
3,813$556.7M0.04%
121
SNPSSynopsys Inc
1,083$555.2M0.04%
122
MCDMc Donalds Corp
1,801$526.2M0.04%
123
MDBMongodb Inc Cl A
2,500$525.0M0.04%
124
PEPPepsico Incorporated
3,892$513.9M0.04%
125
NVONovo Nordisk A/S B
7,250$503.6M0.04%
126
SPEMSPDR S&P Emerging Markets ETF
11,705$500.3M0.04%
127
SCHASchw US Scap Etf
19,766$500.1M0.04%
128
PFFIshares S&P U S Pfd Fund
16,087$493.6M0.04%
129
ATOAtmos Energy Corp
2,996$461.7M0.03%
130
DFATDfa Tax Managed US Small
8,550$461.4M0.03%
131
ADIAnalog Devices Inc
1,892$450.3M0.03%
132
RFRegions Financial Cp New
18,914$444.9M0.03%
133
TTTrane Technologies PLC
1,000$437.4M0.03%
134
QLDProShares Ultra QQQ
3,556$418.6M0.03%
135
AVGOBroadcom Ltd
1,494$411.9M0.03%
136
CSWCCapital Southwest Corp
18,250$402.2M0.03%
137
CATCaterpillar Inc
1,036$402.2M0.03%
138
SCHWThe Charles Schwab Corp
4,388$400.4M0.03%
139
MUMicron Technology Inc
3,246$400.1M0.03%
140
NBISNebius Group NV
7,190$397.8M0.03%
141
IBDYiShares iBonds Dec 2033 Term Corp ETF
15,310$396.6M0.03%
142
MAINMain Street Capital Corp
6,630$391.8M0.03%
143
4I1Philip Morris Intl Inc
2,139$389.6M0.03%
144
DUKDuke Energy Corporation
3,243$382.7M0.03%
145
IBDZiShares iBonds Dec 2034 Term Corp ETF
14,600$381.5M0.03%
146
AFWAlign Technology Inc
2,000$378.7M0.03%
147
SPHQInvesco S&P 500(R) Quality ETF
5,230$372.7M0.03%
148
ABTAbbott Laboratories
2,728$371.1M0.03%
149
PGProcter & Gamble Co
2,328$370.9M0.03%
150
IBTIiShares iBonds Dec 2028 Term Treasury ETF
16,480$368.5M0.03%
151
NEENextera Energy Inc
5,299$367.9M0.03%
152
CHCOCity Holding Co
3,000$367.3M0.03%
153
PFEPfizer Incorporated
15,041$364.6M0.03%
154
FDXFedex Corporation
1,593$362.1M0.03%
155
USBU S Bancorp Del New
7,984$361.3M0.03%
156
SDYSpdr S&P Dividend Etf
2,655$360.3M0.03%
157
QVALAlpha Architect US Quantitative Val ETF
8,000$352.1M0.03%
158
TFCTruist Finl Corp Com
8,098$348.1M0.02%
159
UALUnited Continental Holdings Inc Com Usd0
4,267$339.8M0.02%
160
QQQMInvesco NASDAQ 100 ETF
1,483$336.8M0.02%
161
IWRIshares Russell Index Fd
3,658$336.4M0.02%
162
FITBFifth Third Bancorp
8,000$329.0M0.02%
163
BMYBristol-Myers Squibb Co
6,980$323.1M0.02%
164
TA T & T Corp
10,924$316.1M0.02%
165
GMGeneral Motors Corp
6,404$315.1M0.02%
166
CTVACorteva Inc com
4,228$315.1M0.02%
167
MCKMckesson Corporation
430$315.1M0.02%
168
VMBSVanguard Mortgage Backed
6,614$306.5M0.02%
169
CCLCarnival Corp
10,710$301.2M0.02%
170
PSXPhillips
2,489$296.9M0.02%
171
LVLNSpdr S&P Regional
5,000$296.9M0.02%
172
FNDCSchwab Fundamental Intl
7,061$296.9M0.02%
173
XLYSector Spdr Consumer Fd
1,366$296.9M0.02%
174
RYRoyal Bk Cda Montreal
2,254$296.5M0.02%
175
SLYGSPDR S&P 600 Small Cap Growth ETF
3,299$292.8M0.02%
176
CRMSalesforce Com
1,066$290.7M0.02%
177
DDDupont De Nemours Inc
4,228$290.0M0.02%
178
FNDESchwab Funda Emg Mkts
8,735$288.3M0.02%
179
HONHoneywell International
1,236$287.8M0.02%
180
IIIVi3 Verticals Inc
10,450$287.2M0.02%
181
HRBBlock H & R Incorporated
5,000$274.4M0.02%
182
UNHUnitedhealth Group Inc
869$271.1M0.02%
183
PYPLPaypal Holdings Inco
3,500$260.1M0.02%
184
DEDeere & Co
510$259.3M0.02%
185
TXNTexas Instruments Inc
1,241$257.7M0.02%
186
CRWDCrowdStrike Holdings Inc
500$254.7M0.02%
187
FBKFB Financial Corp
5,600$253.7M0.02%
188
GQ9Spdr Gold TRUST
815$248.4M0.02%
189
PRUPrudential Financial Inc
2,296$246.7M0.02%
190
EPDEnterprise Products Pptns Lp
7,924$245.7M0.02%
191
ETEnergy Transfer Equity LP
13,418$243.3M0.02%
192
BACVerizon Communications
5,606$242.6M0.02%
193
IAU*Ishares Gold Trust ETF
3,878$241.8M0.02%
194
AXPAmerican Express Company
750$239.2M0.02%
195
VUGVanguard Growth
541$237.2M0.02%
196
SCHRSchwab Intermediate Term
9,188$230.0M0.02%
197
IBTHiShares iBonds Dec 2027 Term Treasury ETF
9,930$223.3M0.02%
198
MPCMarathon Pete Corp
1,338$222.3M0.02%
199
TMFCRbb Fd Inc Motley Fol Etf
3,364$217.0M0.02%
200
INTCIntel Corp
9,604$215.1M0.02%
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