The Analysis of LBMC INVESTMENT ADVISORS, LLC's Holdings
Currently, LBMC INVESTMENT ADVISORS, LLC holds 236 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in IBHI (+432.0K shares, valued at $10.3M), IBHH (+342.1K shares, valued at $8.2M), IBHG (+293.1K shares, valued at $6.6M); decreased their positions in IVV (-4.9K shares, valued at $3.3M), VTWO (-11.2K shares, valued at $1.1M), EFA (-8.8K shares, valued at $818.9K); initiated new positions in COF (+16.5K shares, valued at $3.5M), DGRO (+15.0K shares, valued at $1.0M), C (+10.0K shares, valued at $1.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV Ishares TRUST S&P 500431.1K shares-1.12%2025-09-302025-10-07
RSP Invesco S&P 500 Eql Wgt1.3M shares0.51%2025-09-302025-10-07 IWM Ishares Russell 2000704.3K shares0.39%2025-09-302025-10-07 HDV Ishares Msci ETF High Dividend Equity Fund455.3K shares-0.73%2025-09-302025-10-07 IEFA Ishares Core Msci Eafe573.4K shares1.47%2025-09-302025-10-07 EFA Ishares Tr MSCI EAFE Fd487.2K shares-1.77%2025-09-302025-10-07 IBHH iShares iBonds 2028 Term High Yield and Income ETF1.5M shares29.14%2025-09-302025-10-07 IBHG iShares iBonds 2027 Term High Yield and Income ETF1.5M shares25.14%2025-09-302025-10-07 DVY Ishares Tr Dow Jones Select Divid Index228.9K shares-1.11%2025-09-302025-10-07 VEA Vanguard Europe Pac Etf408.9K shares0.53%2025-09-302025-10-07 IBHF iShares iBonds 2026 Term High Yield and Income ETF1.0M shares21.58%2025-09-302025-10-07 VYM Vanguard High Div ETF160.8K shares9.76%2025-09-302025-10-07 IBHI iShares iBonds 2029 Term High Yield and Income ETF943.9K shares84.40%2025-09-302025-10-07 IJR Ishares Tr S&P Smallcap171.7K shares11.31%2025-09-302025-10-07 HCA Hca The Healthcare Co44.2K shares-2.10%2025-09-302025-10-07 AAPL Apple Computer Inc63.7K shares-0.91%2025-09-302025-10-07 VOO Vanguard S&P 500 Etf25.8K shares-0.13%2025-09-302025-10-07 ICF Ishares Cohen Steers REIT253.9K shares-0.84%2025-09-302025-10-07 IVW Ishares Tr S&P 500/ Barra Growth Index123.1K shares-4.12%2025-09-302025-10-07 VTWO Vanguard Russell 2000151.1K shares-6.93%2025-09-302025-10-07 IBHJ iShares iBonds 2030 Term High Yield and Income ETF521.5K shares88.17%2025-09-302025-10-07 VO Vanguard Mid Cap44.4K shares-0.25%2025-09-302025-10-07 IDU Ishares Tr Dj US Utils110.7K shares-1.89%2025-09-302025-10-07 IBMP iShares iBonds Dec 2027 Term Muni Bond ETF471.8K shares11.21%2025-09-302025-10-07 IBMO iShares iBonds Dec 2026 Term Muni Bond ETF464.1K shares12.66%2025-09-302025-10-07 AOA Ishares Tr S&P Aggressive131.6K shares-2.39%2025-09-302025-10-07 IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF438.5K shares16.70%2025-09-302025-10-07 IVE Ishares Tr S&P 500/ Value Index Fd44.3K shares-0.32%2025-09-302025-10-07 MSFT Microsoft Corp16.9K shares8.73%2025-09-302025-10-07 VNQ Vanguard REIT90.8K shares0.65%2025-09-302025-10-07 IBHK iShares iBonds 2031 Term High Yield and Income ETF316.1K shares365.21%2025-09-302025-10-07 VWO Vanguard Emerging Market140.8K shares-0.17%2025-09-302025-10-07 IEMG Ishares Core Msci112.1K shares-0.56%2025-09-302025-10-07 AMZN Amazon Com Inc33.6K shares4.93%2025-09-302025-10-07 IBMN iShares iBonds Dec 2025 Term Muni Bond ETF265.4K shares-3.41%2025-09-302025-10-07 IBHE iShares iBonds 2025 Term High Yield and Income ETF296.0K shares17.23%2025-09-302025-10-07 IBMR iShares iBonds Dec 2029 Term Muni Bond ETF260.7K shares15.94%2025-09-302025-10-07 GOOG Google Inc Class C26.5K shares-8.37%2025-09-302025-10-07 AFL A F L A C Inc52.7K shares0.00%2025-09-302025-10-07 BRK.B Berkshire Hathaway Cl B11.6K shares5.71%2025-09-302025-10-07 IBDU iShares iBonds Dec 2029 Term Corporate ETF242.1K shares25.64%2025-09-302025-10-07 IBDS iShares iBonds Dec 2027 Term Corp ETF226.3K shares15.93%2025-09-302025-10-07 EEM Ishares MSCI Emrg Mkt Fd99.3K shares-1.88%2025-09-302025-10-07 SPDW SPDR Portfolio Developed Wld ex-US ETF117.6K shares0.00%2025-09-302025-10-07 SPY S P D R TRUST Unit SR7.3K shares0.18%2025-09-302025-10-07 AOR Ishares Tr S&P Allocation Fd74.7K shares0.82%2025-09-302025-10-07 IBDT iShares iBonds Dec 2028 Term Corp ETF186.8K shares21.50%2025-09-302025-10-07 IBDV ISHARES IBND DEC 2030 TRM CORP ETF214.6K shares0.17%2025-09-302025-10-07 IBDR iShares iBonds Dec 2026 Term Corp ETF191.0K shares33.31%2025-09-302025-10-07 IJH Ishares Tr S&P Midcap67.0K shares-10.10%2025-09-302025-10-07 META Facebook Inc Class A5.9K shares-0.84%2025-09-302025-10-07 AOS Smith A O52.9K shares0.00%2025-09-302025-10-07 GOOGL Google Inc Cl A15.6K shares13.60%2025-09-302025-10-07 QQQ Nasdaq 100 Shares6.3K shares0.00%2025-09-302025-10-07 COF Capital One Financial Cp16.5K sharesnew addition2025-09-302025-10-07 SPYG Spdr S&P 500 Growth Etf33.2K shares0.08%2025-09-302025-10-07 AON A O N Plc9.4K shares0.00%2025-09-302025-10-07 HD Home Depot Inc7.7K shares-0.08%2025-09-302025-10-07 ORCL Oracle Corporation10.5K shares44.14%2025-09-302025-10-07 NVDA NVIDIA Corp15.6K shares22.27%2025-09-302025-10-07 IBMS iShares iBonds Dec 2030 Term Muni Bond ETF110.3K shares83.36%2025-09-302025-10-07 GRC Gorman Rupp Co Com61.1K shares0.00%2025-09-302025-10-07 JPM J P Morgan Chase & Co8.7K shares27.56%2025-09-302025-10-07 SO The Southern Company28.4K shares-2.98%2025-09-302025-10-07 LLY Lilly Eli & Company3.5K shares92.78%2025-09-302025-10-07 KO Coca Cola Company38.7K shares-0.40%2025-09-302025-10-07 VGT Vanguard Information Technology ETF2.9K shares0.00%2025-09-302025-10-07 QUS SPDR MSCI USA StrategicFactors ETF12.4K shares0.00%2025-09-302025-10-07 COST Costco Whsl Corp New2.0K shares37.14%2025-09-302025-10-07 SCHX Schw US Lcap Etf70.1K shares-11.71%2025-09-302025-10-07 PNFP Pinnancle Finl Partners Inc19.1K shares5.38%2025-09-302025-10-07 MA Mastercard Inc3.1K shares80.93%2025-09-302025-10-07 AVGO Broadcom Ltd5.4K shares258.37%2025-09-302025-10-07 IBM Intl Business Machines6.2K shares15.82%2025-09-302025-10-07 IBDW iShares iBonds Dec 2031 Term Corp ETF81.8K shares0.07%2025-09-302025-10-07 SPYM SPDR Portfolio S&P 500 ETF21.1K shares0.48%2025-09-302025-10-07 BX Blackstone Group LP9.5K shares-1.74%2025-09-302025-10-07 XLV Sector Spdr Health Fund11.6K shares43.09%2025-09-302025-10-07 XOM Exxon Mobil Corporation14.1K shares-22.15%2025-09-302025-10-07 VT Vanguard Total World11.5K shares-28.20%2025-09-302025-10-07 SMBK Smartfinancial Inc43.9K shares0.00%2025-09-302025-10-07 FNDX Schwab Fundamental US58.9K shares-6.37%2025-09-302025-10-07 CAT Caterpillar Inc3.2K shares204.92%2025-09-302025-10-07 DIS Disney Walt Hldg Co12.7K shares-0.39%2025-09-302025-10-07 GE General Electric Company4.8K shares2.66%2025-09-302025-10-07 IBIT iShares Bitcoin Trust ETF21.6K shares0.37%2025-09-302025-10-07 IJK Ishares S&P Midcap14.5K shares0.05%2025-09-302025-10-07 AMD Advanced Micro Devic8.4K shares48.32%2025-09-302025-10-07 ABBV Abbvie Inc5.8K shares90.27%2025-09-302025-10-07 SHOP Shopify Inc8.9K shares0.00%2025-09-302025-10-07 FBTC FIDELITY WISE ORIGIN BITCOIN FUND12.7K shares0.00%2025-09-302025-10-07 V Visa Inc Cl A3.7K shares13.78%2025-09-302025-10-07 JNJ Johnson & Johnson6.8K shares-5.23%2025-09-302025-10-07 RTX Raytheon Technologies Ord7.2K shares89.88%2025-09-302025-10-07 SMCI Super Micro Computer Inc25.0K shares0.00%2025-09-302025-10-07 BAC Bank Of America Corp22.8K shares30.59%2025-09-302025-10-07 DFUV DFA Tax-Managed US Marketwide Value II26.3K shares3.79%2025-09-302025-10-07 IBDX iShares iBonds Dec 2032 Term Corp ETF43.5K shares0.00%2025-09-302025-10-07 DGRO Ishares TRUST Core Divid Gwth15.0K sharesnew addition2025-09-302025-10-07 BA Boeing Co4.7K shares0.00%2025-09-302025-10-07 C Citigroup Inc10.0K sharesnew addition2025-09-302025-10-07 SNOW Snowflake Cl A Ord4.3K shares0.00%2025-09-302025-10-07 WFC Wells Fargo & Co New11.6K shares63.03%2025-09-302025-10-07 IWF Ishares Tr Russell2.0K shares0.00%2025-09-302025-10-07 WMT Wal-Mart Stores Inc9.2K shares0.00%2025-09-302025-10-07 VTI Vanguard Total Stock Mkt2.9K shares0.03%2025-09-302025-10-07 CVX Chevrontexaco Corp6.0K shares-0.25%2025-09-302025-10-07 TSLA Tesla Motors Inc2.0K shares13.55%2025-09-302025-10-07 EUSA iShares MSCI USA Equal Weighted ETF8.4K shares0.00%2025-09-302025-10-07 CSCO Cisco Systems Inc12.1K shares0.03%2025-09-302025-10-07 IBHL iShares iBonds 2032 Term HY and Inc ETF32.2K sharesnew addition2025-09-302025-10-07 FDEC FT Vest US Equity Buffer ETF Dec16.7K sharesnew addition2025-09-302025-10-07 NBIS Nebius Group NV7.2K shares0.00%2025-09-302025-10-07 VIG Vanguard Div Appreciation3.7K shares-6.10%2025-09-302025-10-07 MDB Mongodb Inc Cl A2.5K shares0.00%2025-09-302025-10-07 MRK Merck & Co Inc9.1K shares3.12%2025-09-302025-10-07 SPYV SPDR Portfolio S&P 500 Value ETF13.5K shares0.45%2025-09-302025-10-07 RF Regions Financial Cp New27.7K shares46.47%2025-09-302025-10-07 GEV Ge Vernova Llc Com1.2K shares0.00%2025-09-302025-10-07 FNDF Schwab Fundamental Inl16.3K shares-17.14%2025-09-302025-10-07 ABT Abbott Laboratories5.2K shares90.73%2025-09-302025-10-07 GS Goldman Sachs Group Inc875 sharesnew addition2025-09-302025-10-07 ETN Eaton Corporation1.9K sharesnew addition2025-09-302025-10-07 FNDA Sch Fnd US Sm Etf21.9K shares0.00%2025-09-302025-10-07 Truxton Corp Truxton Corp8.3K shares0.00%2025-09-302025-10-07 PNC Pnc Finl Services Gp Inc3.3K shares0.00%2025-09-302025-10-07 PRAY FIS CHRISTIAN STOCK FUND ETF20.8K shares0.00%2025-09-302025-10-07 SPEM SPDR S&P Emerging Markets ETF13.6K shares16.02%2025-09-302025-10-07 COP Conocophillips6.6K shares-0.52%2025-09-302025-10-07 MSTR Microstrategy Inc Cl A1.9K sharesnew addition2025-09-302025-10-07 DIA Spdr Dow Jones1.3K shares0.00%2025-09-302025-10-07 IDV Ishares Tr Dow Jones15.8K shares-9.13%2025-09-302025-10-07 DE Deere & Co1.3K shares145.10%2025-09-302025-10-07 BSV Vanguard Short Term Bd Index7.0K shares-5.02%2025-09-302025-10-07 PLTR Palantir Technologies Inc3.0K sharesnew addition2025-09-302025-10-07 MU Micron Technology Inc3.2K shares0.00%2025-09-302025-10-07 PEP Pepsico Incorporated3.9K shares-1.05%2025-09-302025-10-07 DUK Duke Energy Corporation4.2K shares30.59%2025-09-302025-10-07 SCHF Schw Intl Eq Etf22.5K shares-15.14%2025-09-302025-10-07 SNPS Synopsys Inc1.0K shares-3.23%2025-09-302025-10-07 DFAT Dfa Tax Managed US Small8.6K shares0.27%2025-09-302025-10-07 TRV Travelers Companies Inc1.8K sharesnew addition2025-09-302025-10-07 QLD ProShares Ultra QQQ3.6K shares0.00%2025-09-302025-10-07 ADI Analog Devices Inc1.9K shares0.00%2025-09-302025-10-07 VMC Vulcan Materials Company1.5K sharesnew addition2025-09-302025-10-07 SCHA Schw US Scap Etf16.1K shares-18.70%2025-09-302025-10-07 MS Morgan Stanley2.8K sharesnew addition2025-09-302025-10-07 HON Honeywell International2.1K shares66.75%2025-09-302025-10-07 PANW Palo Alto Networks2.1K sharesnew addition2025-09-302025-10-07 TT Trane Technologies PLC1.0K shares0.00%2025-09-302025-10-07 MAIN Main Street Capital Corp6.6K shares0.00%2025-09-302025-10-07 BR Broadridge Financial Solutions Inc.1.8K sharesnew addition2025-09-302025-10-07 SCHW The Charles Schwab Corp4.4K shares0.00%2025-09-302025-10-07 UAL United Continental Holdings Inc Com Usd04.3K shares0.00%2025-09-302025-10-07 IBMT iShares iBonds Dec 2031 Term Muni Bd ETF15.6K sharesnew addition2025-09-302025-10-07 IBDY iShares iBonds Dec 2033 Term Corp ETF15.3K shares0.00%2025-09-302025-10-07 MMM 3M Company2.6K sharesnew addition2025-09-302025-10-07 CSWC Capital Southwest Corp18.3K shares0.00%2025-09-302025-10-07 NEE Nextera Energy Inc5.2K shares-1.53%2025-09-302025-10-07 GM General Motors Corp6.4K shares0.00%2025-09-302025-10-07 USB U S Bancorp Del New8.0K shares0.34%2025-09-302025-10-07 IBDZ iShares iBonds Dec 2034 Term Corp ETF14.6K shares0.00%2025-09-302025-10-07 UNH Unitedhealth Group Inc1.1K shares28.77%2025-09-302025-10-07 PFF Ishares S&P U S Pfd Fund12.1K shares-24.52%2025-09-302025-10-07 ATO Atmos Energy Corp2.2K shares-25.00%2025-09-302025-10-07 SPHQ Invesco S&P 500 Quality ETF5.2K shares0.00%2025-09-302025-10-07 FDX Fedex Corporation1.6K shares0.00%2025-09-302025-10-07 QVAL Alpha Architect US Quantitative Val ETF8.0K shares0.00%2025-09-302025-10-07 SDY Spdr S&P Dividend Etf2.7K shares0.08%2025-09-302025-10-07 CHCO City Holding Co3.0K shares0.00%2025-09-302025-10-07 IBTI iShares iBonds Dec 2028 Term Treasury ETF16.6K shares0.54%2025-09-302025-10-07 TFC Truist Finl Corp Com8.1K shares0.00%2025-09-302025-10-07 QQQM Invesco NASDAQ 100 ETF1.5K shares0.00%2025-09-302025-10-07 PFE Pfizer Incorporated14.2K shares-5.56%2025-09-302025-10-07 FITB Fifth Third Bancorp8.0K shares0.00%2025-09-302025-10-07 PG Procter & Gamble Co2.3K shares-0.43%2025-09-302025-10-07 IWR Ishares Russell Index Fd3.7K shares0.00%2025-09-302025-10-07 PM Philip Morris Intl Inc2.1K shares0.09%2025-09-302025-10-07 IIIV i3 Verticals Inc10.4K shares0.00%2025-09-302025-10-07 PSX Phillips2.5K shares-0.64%2025-09-302025-10-07 MCK Mckesson Corporation430 shares0.00%2025-09-302025-10-07 RY Royal Bk Cda Montreal2.3K shares0.00%2025-09-302025-10-07 BMY Bristol-Myers Squibb Co7.4K shares5.42%2025-09-302025-10-07 MCD Mc Donalds Corp1.1K shares-39.81%2025-09-302025-10-07 XLY Sector Spdr Consumer Fd1.4K shares0.00%2025-09-302025-10-07 KRE Spdr S&P Regional5.0K shares0.00%2025-09-302025-10-07 VXUS Vanguard Total International Stock ETF4.3K sharesnew addition2025-09-302025-10-07 FNDE Schwab Funda Emg Mkts8.7K shares0.00%2025-09-302025-10-07 FNDC Schwab Fundamental Intl7.1K shares0.00%2025-09-302025-10-07 FBK FB Financial Corp5.6K shares0.09%2025-09-302025-10-07 FCX Freeport Mcmoran Copper8.0K sharesnew addition2025-09-302025-10-07 SLYG SPDR S&P 600 Small Cap Growth ETF3.3K shares0.15%2025-09-302025-10-07 URI United Rentals Inc325 sharesnew addition2025-09-302025-10-07 T A T & T Corp10.9K shares-0.08%2025-09-302025-10-07 NUE Nucor Corp2.2K sharesnew addition2025-09-302025-10-07 GLD Spdr Gold TRUST815 shares0.00%2025-09-302025-10-07 INTC Intel Corp8.6K shares-10.41%2025-09-302025-10-07 IAU Ishares Gold Trust ETF3.9K shares0.00%2025-09-302025-10-07 CTAS Cintas Corp1.4K shares48.70%2025-09-302025-10-07 SHLD Global X Defense ETF4.0K sharesnew addition2025-09-302025-10-07 DD Dupont De Nemours Inc3.6K shares-15.16%2025-09-302025-10-07 APLD Applied Digital Corp11.9K shares0.00%2025-09-302025-10-07 VUG Vanguard Growth541 shares0.00%2025-09-302025-10-07 MPC Marathon Pete Corp1.3K shares0.00%2025-09-302025-10-07 CAH Cardinal Health Inc1.6K sharesnew addition2025-09-302025-10-07 HRB Block H & R Incorporated5.0K shares0.00%2025-09-302025-10-07 ALGN Align Technology Inc2.0K shares0.00%2025-09-302025-10-07 AXP American Express Company750 shares0.00%2025-09-302025-10-07 EPD Enterprise Products Pptns Lp7.9K shares0.00%2025-09-302025-10-07 CRM Salesforce Com1.0K shares-3.56%2025-09-302025-10-07 CTVA Corteva Inc com3.6K shares-15.16%2025-09-302025-10-07 DRI Darden Restaurants Inc1.3K sharesnew addition2025-09-302025-10-07 PRU Prudential Financial Inc2.3K shares0.00%2025-09-302025-10-07 TMFC Rbb Fd Inc Motley Fol Etf3.4K shares0.00%2025-09-302025-10-07 STX Seagate Technology1.0K sharesnew addition2025-09-302025-10-07 PYPL Paypal Holdings Inco3.5K shares0.00%2025-09-302025-10-07 VZ Verizon Communications5.3K shares-5.46%2025-09-302025-10-07 OEF Ishares Tr S&P 100 Index697 shares0.00%2025-09-302025-10-07 ET Energy Transfer Equity LP13.5K shares0.57%2025-09-302025-10-07 TXN Texas Instruments Inc1.2K shares0.00%2025-09-302025-10-07 IBTH iShares iBonds Dec 2027 Term Treasury ETF9.9K shares0.00%2025-09-302025-10-07 HLI Houlihan Lokey Inc Cl A1.1K sharesnew addition2025-09-302025-10-07 VOOG Vanguard S&P 500 Growth ETF500 sharesnew addition2025-09-302025-10-07 AMAT Applied Materials Inc1.1K sharesnew addition2025-09-302025-10-07 XLC Select Sector Spdr Tr Communication1.8K sharesnew addition2025-09-302025-10-07 CFO VictoryShares US 500 Enh Vol Wtd ETF2.9K shares0.00%2025-09-302025-10-07 IBTG iShares iBonds Dec 2026 Term Treasury ETF9.1K shares0.00%2025-09-302025-10-07 LUV Southwest Airlines Co6.3K shares-1.89%2025-09-302025-10-07 F Ford Motor Company11.8K shares-11.11%2025-09-302025-10-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available