LBMC INVESTMENT ADVISORS, LLC Q3 2025 Filing
Filed October 7, 2025
Portfolio Value
$1.6T
Holdings
236
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (236 positions)
| Stock | Value |
|---|---|
TRVCCitigroup Inc | $1.0M |
SNOWSnowflake Cl A Ord | $976K |
WFCWells Fargo & Co New | $975K |
IWFIshares Tr Russell | $955K |
WMTWal-Mart Stores Inc | $952K |
VTIVanguard Total Stock Mkt | $950K |
CVXChevrontexaco Corp | $927K |
TSLATesla Motors Inc | $898K |
EUSAiShares MSCI USA Equal Weighted ETF | $865K |
CSCOCisco Systems Inc | $830K |
IBHLiShares iBonds 2032 Term HY and Inc ETF | $830K |
FDECFT Vest US Equity Buffer ETF Dec | $825K |
NBISNebius Group NV | $807K |
VIGVanguard Div Appreciation | $788K |
MDBMongodb Inc Cl A | $776K |
MRKMerck & Co Inc | $760K |
SPYVSPDR Portfolio S&P 500 Value ETF | $749K |
RFRegions Financial Cp New | $731K |
—Nestle Sa Ord | $729K |
GEVGe Vernova Llc Com | $718K |
FNDFSchwab Fundamental Inl | $701K |
ABTAbbott Laboratories | $697K |
GSGoldman Sachs Group Inc | $697K |
ETNEaton Corporation | $693K |
FNDASch Fnd US Sm Etf | $681K |
TRUXTruxton Corp | $667K |
PNCPnc Finl Services Gp Inc | $664K |
—FIS CHRISTIAN STOCK FUND ETF | $652K |
SPEMSPDR S&P Emerging Markets ETF | $636K |
COPConocophillips | $620K |
MIGAMicrostrategy Inc Cl A | $609K |
DONSpdr Dow Jones | $601K |
IDV*Ishares Tr Dow Jones | $577K |
DEDeere & Co | $572K |
BSVVanguard Short Term Bd Index | $556K |
PLTRPalantir Technologies Inc | $555K |
MUMicron Technology Inc | $543K |
PEPPepsico Incorporated | $541K |
DUKDuke Energy Corporation | $524K |
SCHFSchw Intl Eq Etf | $523K |
SNPSSynopsys Inc | $517K |
DFATDfa Tax Managed US Small | $499K |
TRVTravelers Companies Inc | $489K |
QLDProShares Ultra QQQ | $488K |
ADIAnalog Devices Inc | $465K |
VMCVulcan Materials Company | $461K |
SCHASchw US Scap Etf | $448K |
DWDMorgan Stanley | $439K |
HONHoneywell International | $434K |
PANWPalo Alto Networks | $429K |
TTTrane Technologies PLC | $422K |
MAINMain Street Capital Corp | $422K |
BRBroadridge Financial Solutions Inc. | $421K |
SCHWThe Charles Schwab Corp | $419K |
UALUnited Continental Holdings Inc Com Usd0 | $412K |
IBMTiShares iBonds Dec 2031 Term Muni Bd ETF | $405K |
IBDYiShares iBonds Dec 2033 Term Corp ETF | $402K |
MMM3M Company | $401K |
CSWCCapital Southwest Corp | $399K |
NEENextera Energy Inc | $394K |
NVONovo Nordisk A/S B | $393K |
GMGeneral Motors Corp | $390K |
USBU S Bancorp Del New | $387K |
IBDZiShares iBonds Dec 2034 Term Corp ETF | $386K |
UNHUnitedhealth Group Inc | $386K |
PFFIshares S&P U S Pfd Fund | $384K |
ATOAtmos Energy Corp | $384K |
SPHQInvesco S&P 500 Quality ETF | $383K |
FDXFedex Corporation | $376K |
QVALAlpha Architect US Quantitative Val ETF | $373K |
SDYSpdr S&P Dividend Etf | $372K |
CHCOCity Holding Co | $372K |
IBTIiShares iBonds Dec 2028 Term Treasury ETF | $371K |
TFCTruist Finl Corp Com | $370K |
QQQMInvesco NASDAQ 100 ETF | $366K |
PFEPfizer Incorporated | $362K |
FITBFifth Third Bancorp | $356K |
PGProcter & Gamble Co | $356K |
IWRIshares Russell Index Fd | $353K |
4I1Philip Morris Intl Inc | $347K |
IIIVi3 Verticals Inc | $339K |
PSXPhillips | $336K |
MCKMckesson Corporation | $332K |
RYRoyal Bk Cda Montreal | $332K |
BMYBristol-Myers Squibb Co | $332K |
MCDMc Donalds Corp | $329K |
XLYSector Spdr Consumer Fd | $327K |
LVLNSpdr S&P Regional | $317K |
VXUSVanguard Total International Stock ETF | $316K |
FNDESchwab Funda Emg Mkts | $316K |
FNDCSchwab Fundamental Intl | $314K |
FBKFB Financial Corp | $312K |
FCXFreeport Mcmoran Copper | $312K |
SLYGSPDR S&P 600 Small Cap Growth ETF | $312K |
URIUnited Rentals Inc | $310K |
TA T & T Corp | $308K |
NUENucor Corp | $298K |
GQ9Spdr Gold TRUST | $290K |
INTCIntel Corp | $289K |
IAU*Ishares Gold Trust ETF | $282K |