13F HOLDINGS REPORT
LBMC INVESTMENT ADVISORS, LLC
Quarter ended Q1 2025 · Filed April 9, 2025 · Accession 0001214659-25-005648
Total Value
$1.28B
Positions
201
Other Managers
0
Confidential Omitted
No
Holdings (201)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Ishares TRUST S&P 500 | 464287200 | 437,632 | $245.9M | 19.22% |
| 2 | Invesco S&P 500 Eql Wgt | IVZ | 1,330,882 | $230.5M | 18.02% |
| 3 | Ishares Russell 2000 | 464287655 | 710,187 | $141.7M | 11.07% |
| 4 | Ishares Msci ETF High Dividend Equity Fund | 46429B663 | 457,980 | $55.5M | 4.33% |
| 5 | Ishares Core Msci Eafe | 46432F842 | 565,881 | $42.8M | 3.35% |
| 6 | Ishares Tr MSCI EAFE Fd | 464287465 | 500,675 | $40.9M | 3.20% |
| 7 | Ishares Tr Dow Jones Select Divid Index | 464287168 | 231,157 | $31.0M | 2.43% |
| 8 | Vanguard Europe Pac Etf | 921943858 | 399,918 | $20.3M | 1.59% |
| 9 | iShares iBonds 2028 Term High Yield and Income ETF | 46436E387 | 836,135 | $19.5M | 1.53% |
| 10 | iShares iBonds 2027 Term High Yield and Income ETF | 46436E478 | 857,119 | $19.1M | 1.50% |
| 11 | Vanguard High Div ETF | 921946406 | 140,619 | $18.1M | 1.42% |
| 12 | iShares iBonds 2026 Term High Yield and Income ETF | 46436E528 | 755,309 | $17.5M | 1.37% |
| 13 | Ishares Cohen Steers REIT | 464287564 | 254,275 | $15.6M | 1.22% |
| 14 | Hca The Healthcare Co | HCA | 45,136 | $15.6M | 1.22% |
| 15 | Ishares Tr S&P Smallcap | 464287804 | 143,551 | $15.0M | 1.17% |
| 16 | Apple Computer Inc | AAPL | 64,765 | $14.4M | 1.12% |
| 17 | Vanguard S&P 500 Etf | 922908363 | 25,898 | $13.3M | 1.04% |
| 18 | Ishares Tr S&P 500/ Barra Growth Index | 464287309 | 133,175 | $12.4M | 0.97% |
| 19 | Vanguard Russell 2000 | 92206C664 | 148,965 | $12.0M | 0.94% |
| 20 | Ishares Tr Dj US Utils | 464287697 | 113,827 | $11.5M | 0.90% |
| 21 | Vanguard Mid Cap | 922908629 | 44,433 | $11.5M | 0.90% |
| 22 | iShares iBonds 2029 Term High Yield and Income ETF | 46436E379 | 463,248 | $10.8M | 0.84% |
| 23 | Ishares Tr S&P Aggressive | 464289859 | 135,926 | $10.4M | 0.81% |
| 24 | iShares iBonds Dec 2027 Term Muni Bond ETF | 46435U283 | 372,141 | $9.4M | 0.74% |
| 25 | iShares iBonds Dec 2026 Term Muni Bond ETF | 46435U259 | 366,493 | $9.4M | 0.73% |
| 26 | Ishares Tr S&P 500/ Value Index Fd | 464287408 | 47,934 | $9.1M | 0.71% |
| 27 | Vanguard REIT | 922908553 | 93,371 | $8.5M | 0.66% |
| 28 | iShares iBonds Dec 2028 Term Muni Bond ETF | 46435U325 | 320,704 | $8.1M | 0.63% |
| 29 | iShares iBonds Dec 2025 Term Muni Bond ETF | 46435U432 | 274,556 | $7.3M | 0.57% |
| 30 | Ishares Core Msci | 46434G103 | 119,268 | $6.4M | 0.50% |
| 31 | Vanguard Emerging Market | 922042858 | 137,884 | $6.2M | 0.49% |
| 32 | iShares iBonds 2030 Term High Yield and Income ETF | 46436E122 | 237,614 | $6.2M | 0.48% |
| 33 | Amazon Com Inc | AMZN | 32,193 | $6.1M | 0.48% |
| 34 | Microsoft Corp | MSFT | 16,007 | $6.0M | 0.47% |
| 35 | A F L A C Inc | AFL | 52,655 | $5.9M | 0.46% |
| 36 | iShares iBonds 2025 Term High Yield and Income ETF | 46435U168 | 247,698 | $5.8M | 0.45% |
| 37 | Berkshire Hathaway Cl B | BRK-A | 10,446 | $5.6M | 0.43% |
| 38 | Ishares Tr S&P Midcap | 464287507 | 84,984 | $5.0M | 0.39% |
| 39 | Ishares MSCI Emrg Mkt Fd | 464287234 | 103,138 | $4.5M | 0.35% |
| 40 | Google Inc Class C | GOOG | 28,652 | $4.5M | 0.35% |
| 41 | Ishares Tr S&P Allocation Fd | 464289867 | 74,955 | $4.3M | 0.34% |
| 42 | S P D R TRUST Unit SR | SPY | 7,258 | $4.1M | 0.32% |
| 43 | SPDR Portfolio Developed Wld ex-US ETF | 78463X889 | 105,168 | $3.8M | 0.30% |
| 44 | A O N Plc | AON | 9,391 | $3.7M | 0.29% |
| 45 | Smith A O | AOS | 52,918 | $3.5M | 0.27% |
| 46 | Facebook Inc Class A | META | 5,957 | $3.4M | 0.27% |
| 47 | iShares iBonds Dec 2029 Term Corporate ETF | 46436E205 | 142,530 | $3.3M | 0.26% |
| 48 | iShares iBonds Dec 2027 Term Corp ETF | 46435UAA9 | 122,953 | $3.0M | 0.23% |
| 49 | Nasdaq 100 Shares | IVZ | 6,180 | $2.9M | 0.23% |
| 50 | The Southern Company | SOMN | 31,461 | $2.9M | 0.23% |
| 51 | Coca Cola Company | KO | 39,890 | $2.9M | 0.22% |
| 52 | Home Depot Inc | HD | 7,695 | $2.8M | 0.22% |
| 53 | iShares iBonds Dec 2029 Term Muni Bond ETF | 46436E163 | 112,413 | $2.8M | 0.22% |
| 54 | Spdr S&P 500 Growth Etf | 78464A409 | 33,187 | $2.7M | 0.21% |
| 55 | ISHARES IBND DEC 2030 TRM CORP ETF | 46436E726 | 112,605 | $2.4M | 0.19% |
| 56 | Exxon Mobil Corporation | XOM | 18,157 | $2.2M | 0.17% |
| 57 | iShares iBonds Dec 2028 Term Corp ETF | 46435U515 | 85,416 | $2.2M | 0.17% |
| 58 | SPDR Portfolio S&P 500 ETF | 78464A854 | 32,769 | $2.2M | 0.17% |
| 59 | Google Inc Cl A | GOOG | 13,922 | $2.2M | 0.17% |
| 60 | Gorman Rupp Co Com | GRC | 61,116 | $2.1M | 0.17% |
| 61 | SPDR MSCI USA StrategicFactors ETF | 78468R812 | 12,305 | $1.9M | 0.15% |
| 62 | Vanguard Total World | 922042742 | 16,551 | $1.9M | 0.15% |
| 63 | Pinnancle Finl Partners Inc | 72346Q104 | 17,141 | $1.8M | 0.14% |
| 64 | Schw US Lcap Etf | 808524201 | 80,995 | $1.8M | 0.14% |
| 65 | iShares iBonds 2031 Term High Yield and Income ETF | 46438G661 | 67,940 | $1.7M | 0.13% |
| 66 | J P Morgan Chase & Co | VYLD | 6,781 | $1.7M | 0.13% |
| 67 | Lilly Eli & Company | LLY | 1,800 | $1.5M | 0.12% |
| 68 | Schwab Fundamental US | 808524771 | 62,929 | $1.5M | 0.12% |
| 69 | NVIDIA Corp | NVDA | 12,969 | $1.4M | 0.11% |
| 70 | Costco Whsl Corp New | 22160K105 | 1,481 | $1.4M | 0.11% |
| 71 | SPDR Portfolio S&P 600 Sm Cap ETF | 78468R853 | 33,820 | $1.4M | 0.11% |
| 72 | Smartfinancial Inc | SMBK | 43,865 | $1.4M | 0.11% |
| 73 | Blackstone Group LP | BX | 9,659 | $1.4M | 0.11% |
| 74 | Intl Business Machines | INTR | 5,325 | $1.3M | 0.10% |
| 75 | Johnson & Johnson | JNJ | 7,630 | $1.3M | 0.10% |
| 76 | Disney Walt Hldg Co | 254687106 | 12,772 | $1.3M | 0.10% |
| 77 | Ishares S&P Midcap | 464287606 | 14,489 | $1.2M | 0.09% |
| 78 | Sector Spdr Health Fund | 81369Y209 | 8,122 | $1.2M | 0.09% |
| 79 | Visa Inc Cl A | V | 3,245 | $1.1M | 0.09% |
| 80 | iShares iBonds Dec 2026 Term Corp ETF | 46435GAA0 | 46,825 | $1.1M | 0.09% |
| 81 | DFA Tax-Managed US Marketwide Value II | 25434V724 | 26,518 | $1.1M | 0.09% |
| 82 | Oracle Corporation | ORCL-PD | 7,263 | $1.0M | 0.08% |
| 83 | Chevrontexaco Corp | CVX | 5,983 | $1.0M | 0.08% |
| 84 | Mastercard Inc | MA | 1,736 | $951,720 | 0.07% |
| 85 | General Electric Company | 369604301 | 4,694 | $939,572 | 0.07% |
| 86 | Super Micro Computer Inc | SMCI | 24,985 | $855,486 | 0.07% |
| 87 | Shopify Inc | SHOP | 8,950 | $854,546 | 0.07% |
| 88 | Wal-Mart Stores Inc | WMT | 9,233 | $810,575 | 0.06% |
| 89 | Boeing Co | BA-PA | 4,715 | $804,143 | 0.06% |
| 90 | Nestle Sa Ord | H57312649 | 7,945 | $802,857 | 0.06% |
| 91 | Vanguard Total Stock Mkt | 922908769 | 2,894 | $795,311 | 0.06% |
| 92 | Merck & Co Inc | MRK | 8,786 | $788,631 | 0.06% |
| 93 | Cisco Systems Inc | CSCO | 12,126 | $748,320 | 0.06% |
| 94 | Vanguard Information Technology ETF | 92204A702 | 1,358 | $736,720 | 0.06% |
| 95 | Ishares Tr Russell | 464287614 | 2,038 | $735,858 | 0.06% |
| 96 | Bank Of America Corp | 060505104 | 17,393 | $725,826 | 0.06% |
| 97 | Schwab Fundamental Inl | 808524755 | 19,697 | $711,850 | 0.06% |
| 98 | Ishares S&P U S Pfd Fund | 464288687 | 22,916 | $704,211 | 0.06% |
| 99 | Vanguard Div Appreciation | 921908844 | 3,621 | $702,452 | 0.05% |
| 100 | Conocophillips | COP | 6,590 | $692,114 | 0.05% |
| 101 | SPDR Portfolio S&P 500 Value ETF | 78464A508 | 13,412 | $684,945 | 0.05% |
| 102 | iShares Bitcoin Trust ETF | IBIT | 13,995 | $655,106 | 0.05% |
| 103 | Abbvie Inc | ABBV | 3,072 | $643,565 | 0.05% |
| 104 | Snowflake Cl A Ord | SNOW | 4,328 | $632,580 | 0.05% |
| 105 | Truxton Corp | 89845Y107 | 8,339 | $617,086 | 0.05% |
| 106 | Philip Morris Intl Inc | 718172109 | 3,812 | $605,098 | 0.05% |
| 107 | Sch Fnd US Sm Etf | 808524763 | 21,854 | $598,581 | 0.05% |
| 108 | Pepsico Incorporated | PEP | 3,960 | $593,711 | 0.05% |
| 109 | FIS CHRISTIAN STOCK FUND ETF | 78433H204 | 20,780 | $590,349 | 0.05% |
| 110 | Advanced Micro Devic | AMD | 5,691 | $584,693 | 0.05% |
| 111 | Pnc Finl Services Gp Inc | 693475105 | 3,302 | $580,453 | 0.05% |
| 112 | Vanguard Short Term Bd Index | 921937827 | 7,397 | $579,062 | 0.05% |
| 113 | Mc Donalds Corp | MCD | 1,796 | $560,946 | 0.04% |
| 114 | FIDELITY WISE ORIGIN BITCOIN FUND | FBTC | 7,745 | $557,408 | 0.04% |
| 115 | Spdr Dow Jones | 78467X109 | 1,294 | $543,274 | 0.04% |
| 116 | Ishares Tr Dow Jones | 464288448 | 17,347 | $538,105 | 0.04% |
| 117 | Schw Intl Eq Etf | 808524805 | 26,496 | $524,091 | 0.04% |
| 118 | Raytheon Technologies Ord | RTX | 3,811 | $504,743 | 0.04% |
| 119 | Novo Nordisk A/S B | NONOF | 7,250 | $493,831 | 0.04% |
| 120 | Wells Fargo & Co New | 949746101 | 6,797 | $487,992 | 0.04% |
| 121 | Bristol-Myers Squibb Co | CELG-RI | 7,880 | $480,590 | 0.04% |
| 122 | ISHS IBND DEC 2030 TRM MN BND ETF | 46438G687 | 18,680 | $474,472 | 0.04% |
| 123 | Synopsys Inc | SNPS | 1,083 | $464,445 | 0.04% |
| 124 | Tesla Motors Inc | TSLA | 1,789 | $463,637 | 0.04% |
| 125 | Atmos Energy Corp | ATO | 2,996 | $463,122 | 0.04% |
| 126 | Schw US Scap Etf | 808524607 | 19,766 | $463,121 | 0.04% |
| 127 | Dfa Tax Managed US Small | 25434V609 | 8,528 | $439,094 | 0.03% |
| 128 | Mongodb Inc Cl A | MDB | 2,500 | $438,500 | 0.03% |
| 129 | Capital Southwest Corp | CSWC | 18,250 | $407,340 | 0.03% |
| 130 | Regions Financial Cp New | RF-PF | 18,702 | $406,391 | 0.03% |
| 131 | Align Technology Inc | ALGN | 2,500 | $397,150 | 0.03% |
| 132 | Procter & Gamble Co | 742718109 | 2,328 | $396,738 | 0.03% |
| 133 | Duke Energy Corporation | DUKB | 3,242 | $395,461 | 0.03% |
| 134 | Fedex Corporation | FDX | 1,593 | $388,362 | 0.03% |
| 135 | Analog Devices Inc | ADI | 1,892 | $381,560 | 0.03% |
| 136 | Pfizer Incorporated | PFE | 15,041 | $381,133 | 0.03% |
| 137 | Nextera Energy Inc | NEE-PW | 5,299 | $375,619 | 0.03% |
| 138 | Main Street Capital Corp | 56035L104 | 6,624 | $374,653 | 0.03% |
| 139 | Abbott Laboratories | ABLZF | 2,728 | $361,855 | 0.03% |
| 140 | Spdr S&P Dividend Etf | 78464A763 | 2,653 | $359,895 | 0.03% |
| 141 | Ge Vernova Llc Com | GEV | 1,168 | $356,569 | 0.03% |
| 142 | City Holding Co | CHCO | 3,000 | $352,410 | 0.03% |
| 143 | Invesco S&P 500 Quality ETF | IVZ | 5,230 | $346,958 | 0.03% |
| 144 | The Charles Schwab Corp | SCHW-PJ | 4,388 | $343,493 | 0.03% |
| 145 | Caterpillar Inc | CAT | 1,036 | $341,673 | 0.03% |
| 146 | Alpha Architect US Quantitative Val ETF | 02072L102 | 8,000 | $341,200 | 0.03% |
| 147 | Trane Technologies PLC | TT | 1,000 | $336,920 | 0.03% |
| 148 | SPD S&P Emerging Markets ETF | 78463X509 | 8,538 | $336,147 | 0.03% |
| 149 | U S Bancorp Del New | USB-PS | 7,950 | $335,667 | 0.03% |
| 150 | Truist Finl Corp Com | 89832Q109 | 8,098 | $333,232 | 0.03% |
| 151 | JPMorgan Equity Premium Income ETF | 46641Q332 | 5,664 | $323,641 | 0.03% |
| 152 | Unitedhealth Group Inc | UNH | 612 | $320,535 | 0.03% |
| 153 | ProShares Ultra QQQ | 74347R206 | 3,556 | $316,083 | 0.02% |
| 154 | Dupont De Nemours Inc | DD | 4,228 | $315,747 | 0.02% |
| 155 | Fifth Third Bancorp | FITBM | 8,000 | $313,600 | 0.02% |
| 156 | A T & T Corp | T-PC | 10,921 | $308,857 | 0.02% |
| 157 | Royal Carribean Cruisesf | V7780T103 | 1,500 | $308,160 | 0.02% |
| 158 | Phillips | PSX | 2,488 | $307,218 | 0.02% |
| 159 | Ishares Russell Index Fd | 464287499 | 3,608 | $306,915 | 0.02% |
| 160 | Vanguard Mortgage Backed | 92206C771 | 6,614 | $306,294 | 0.02% |
| 161 | General Motors Corp | 37045V100 | 6,404 | $301,180 | 0.02% |
| 162 | United Continental Holdings Inc Com Usd0 | UNTCW | 4,267 | $294,636 | 0.02% |
| 163 | Mckesson Corporation | MCK | 430 | $289,386 | 0.02% |
| 164 | Invesco NASDAQ 100 ETF | IVZ | 1,483 | $286,249 | 0.02% |
| 165 | Salesforce Com | CRM | 1,066 | $286,072 | 0.02% |
| 166 | Spdr S&P Regional | 78464A698 | 5,000 | $284,250 | 0.02% |
| 167 | Micron Technology Inc | MU | 3,246 | $282,045 | 0.02% |
| 168 | Block H & R Incorporated | BSQKZ | 5,000 | $274,550 | 0.02% |
| 169 | SPDR S&P 600 Small Cap Growth ETF | 78464A201 | 3,293 | $273,344 | 0.02% |
| 170 | Sector Spdr Consumer Fd | 81369Y407 | 1,366 | $269,730 | 0.02% |
| 171 | Enterprise Products Pptns Lp | 293792107 | 7,896 | $269,576 | 0.02% |
| 172 | Schwab Funda Emg Mkts | 808524730 | 8,735 | $269,038 | 0.02% |
| 173 | Corteva Inc com | CTVA | 4,228 | $266,068 | 0.02% |
| 174 | Honeywell International | 438516106 | 1,236 | $261,723 | 0.02% |
| 175 | i3 Verticals Inc | IIIV | 10,450 | $257,802 | 0.02% |
| 176 | Prudential Financial Inc | PUKPF | 2,296 | $256,362 | 0.02% |
| 177 | Schwab Fundamental Intl | 808524748 | 7,061 | $255,608 | 0.02% |
| 178 | Verizon Communications | VZ | 5,606 | $254,279 | 0.02% |
| 179 | Royal Bk Cda Montreal | 780087102 | 2,254 | $254,071 | 0.02% |
| 180 | Broadcom Ltd | AVGO | 1,494 | $250,216 | 0.02% |
| 181 | Energy Transfer Equity LP | ET-PI | 13,346 | $248,110 | 0.02% |
| 182 | Deere & Co | DE | 510 | $239,369 | 0.02% |
| 183 | Spdr Gold TRUST | GLD | 815 | $234,834 | 0.02% |
| 184 | iShares iBonds Dec 2028 Term Treasury ETF | 46436E833 | 10,551 | $234,752 | 0.02% |
| 185 | Ishares Gold Trust ETF | IAU | 3,878 | $228,647 | 0.02% |
| 186 | Schwab Intermediate Term | 808524854 | 9,188 | $228,414 | 0.02% |
| 187 | Paypal Holdings Inco | PYPL | 3,500 | $228,375 | 0.02% |
| 188 | PerkinElmer Inc | RVTY | 2,133 | $225,671 | 0.02% |
| 189 | Texas Instruments Inc | 882508104 | 1,241 | $223,008 | 0.02% |
| 190 | Intel Corp | INTC | 9,604 | $218,099 | 0.02% |
| 191 | Southwest Airlines Co | 844741108 | 6,440 | $216,240 | 0.02% |
| 192 | Carnival Corp | CUKPF | 10,710 | $209,166 | 0.02% |
| 193 | Sch US Tips Etf | 808524870 | 7,516 | $202,105 | 0.02% |
| 194 | American Express Company | AXP | 750 | $201,788 | 0.02% |
| 195 | Ford Motor Company | 345370860 | 13,701 | $137,423 | 0.01% |
| 196 | Applied Digital Corp | APLD | 11,930 | $67,047 | 0.01% |
| 197 | Highlands Reit Inc Real Estate Invst Trust Marylan | 439587103 | 20,616 | $6,391 | 0.00% |
| 198 | ATLAS SALT ORD | 04943J100 | 10,000 | $2,747 | 0.00% |
| 199 | Provectus Pharmaceutical Inc | PVCT | 20,000 | $2,000 | 0.00% |
| 200 | Icon Media Holdings Inc | ICLR | 100,000 | $10 | 0.00% |
| 201 | MSGI Security Solutions Inc (NV) | 553570102 | 50,000 | $0 | 0.00% |