LBMC INVESTMENT ADVISORS, LLC Q2 2025 Filing
Filed July 9, 2025
Portfolio Value
$1.4B
Holdings
214
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (214 positions)
| Stock | Value |
|---|---|
AMDAdvanced Micro Devic | $808K |
VIGVanguard Div Appreciation | $796K |
—Nestle Sa Ord | $790K |
FNDFSchwab Fundamental Inl | $788K |
SPYVSPDR Portfolio S&P 500 Value ETF | $705K |
MRKMerck & Co Inc | $696K |
TRUXTruxton Corp | $667K |
—FIS CHRISTIAN STOCK FUND ETF | $636K |
FNDASch Fnd US Sm Etf | $626K |
GEVGe Vernova Llc Com | $618K |
PNCPnc Finl Services Gp Inc | $616K |
IDV*Ishares Tr Dow Jones | $599K |
COPConocophillips | $592K |
SCHFSchw Intl Eq Etf | $586K |
BSVVanguard Short Term Bd Index | $584K |
WFCWells Fargo & Co New | $571K |
DONSpdr Dow Jones | $570K |
ABBVAbbvie Inc | $570K |
TSLATesla Motors Inc | $565K |
RTXRaytheon Technologies Ord | $557K |
SNPSSynopsys Inc | $555K |
MCDMc Donalds Corp | $526K |
MDBMongodb Inc Cl A | $525K |
PEPPepsico Incorporated | $514K |
NVONovo Nordisk A/S B | $504K |
SPEMSPDR S&P Emerging Markets ETF | $500K |
SCHASchw US Scap Etf | $500K |
PFFIshares S&P U S Pfd Fund | $494K |
ATOAtmos Energy Corp | $462K |
DFATDfa Tax Managed US Small | $461K |
ADIAnalog Devices Inc | $450K |
RFRegions Financial Cp New | $445K |
TTTrane Technologies PLC | $437K |
QLDProShares Ultra QQQ | $419K |
AVGOBroadcom Ltd | $412K |
CSWCCapital Southwest Corp | $402K |
CATCaterpillar Inc | $402K |
SCHWThe Charles Schwab Corp | $400K |
MUMicron Technology Inc | $400K |
NBISNebius Group NV | $398K |
IBDYiShares iBonds Dec 2033 Term Corp ETF | $397K |
MAINMain Street Capital Corp | $392K |
4I1Philip Morris Intl Inc | $390K |
DUKDuke Energy Corporation | $383K |
IBDZiShares iBonds Dec 2034 Term Corp ETF | $381K |
AFWAlign Technology Inc | $379K |
SPHQInvesco S&P 500(R) Quality ETF | $373K |
ABTAbbott Laboratories | $371K |
PGProcter & Gamble Co | $371K |
IBTIiShares iBonds Dec 2028 Term Treasury ETF | $368K |
NEENextera Energy Inc | $368K |
CHCOCity Holding Co | $367K |
PFEPfizer Incorporated | $365K |
FDXFedex Corporation | $362K |
USBU S Bancorp Del New | $361K |
SDYSpdr S&P Dividend Etf | $360K |
QVALAlpha Architect US Quantitative Val ETF | $352K |
TFCTruist Finl Corp Com | $348K |
UALUnited Continental Holdings Inc Com Usd0 | $340K |
QQQMInvesco NASDAQ 100 ETF | $337K |
IWRIshares Russell Index Fd | $336K |
FITBFifth Third Bancorp | $329K |
BMYBristol-Myers Squibb Co | $323K |
TA T & T Corp | $316K |
GMGeneral Motors Corp | $315K |
CTVACorteva Inc com | $315K |
MCKMckesson Corporation | $315K |
VMBSVanguard Mortgage Backed | $306K |
CCLCarnival Corp | $301K |
PSXPhillips | $297K |
LVLNSpdr S&P Regional | $297K |
FNDCSchwab Fundamental Intl | $297K |
XLYSector Spdr Consumer Fd | $297K |
RYRoyal Bk Cda Montreal | $297K |
SLYGSPDR S&P 600 Small Cap Growth ETF | $293K |
CRMSalesforce Com | $291K |
DDDupont De Nemours Inc | $290K |
FNDESchwab Funda Emg Mkts | $288K |
HONHoneywell International | $288K |
IIIVi3 Verticals Inc | $287K |
HRBBlock H & R Incorporated | $274K |
UNHUnitedhealth Group Inc | $271K |
PYPLPaypal Holdings Inco | $260K |
DEDeere & Co | $259K |
TXNTexas Instruments Inc | $258K |
CRWDCrowdStrike Holdings Inc | $255K |
FBKFB Financial Corp | $254K |
GQ9Spdr Gold TRUST | $248K |
PRUPrudential Financial Inc | $247K |
EPDEnterprise Products Pptns Lp | $246K |
ETEnergy Transfer Equity LP | $243K |
BACVerizon Communications | $243K |
IAU*Ishares Gold Trust ETF | $242K |
AXPAmerican Express Company | $239K |
VUGVanguard Growth | $237K |
SCHRSchwab Intermediate Term | $230K |
IBTHiShares iBonds Dec 2027 Term Treasury ETF | $223K |
MPCMarathon Pete Corp | $222K |
TMFCRbb Fd Inc Motley Fol Etf | $217K |
INTCIntel Corp | $215K |