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13F-HR filed by LBMC INVESTMENT ADVISORS, LLC

LBMC INVESTMENT ADVISORS, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-09, with 201 holding rows worth $1,279,709,239.

Accession
0001214659-25-005648
Filed
2025-04-09
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 201 entries on the cover page, a total value of $1,279,709,239 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,279,709,239 with VALUE read as dollars as filed, 13F file number 028-14681. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS437,632$245,905,626dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM1,330,882$230,548,624dollars as filed
iShares Russell 2000 ETF464287655SHS710,187$141,675,111dollars as filed
ISHARES TR46429B663CORE HIGH DV ETF457,980$55,470,574dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS565,881$42,808,902dollars as filed
ISHARES TR464287465MSCI EAFE ETF500,675$40,920,192dollars as filed
ISHARES TR464287168COM231,157$31,042,067dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS399,918$20,327,853dollars as filed
iShares iBonds 2028 Term HY & Inc ETF46436E387SHS836,135$19,532,108dollars as filed
ISHARES TR46436E478IBON 2027 TE ETF857,119$19,135,175dollars as filed
Vanguard High Dividend Yield ETF921946406SHS140,619$18,134,222dollars as filed
ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF46436E528ETF755,309$17,538,264dollars as filed
ISHARES TR464287564SELECT US REIT254,275$15,645,565dollars as filed
HCA Healthcare Inc40412C101COM45,136$15,596,826dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS143,551$15,011,078dollars as filed
Apple Inc037833100COM64,765$14,386,233dollars as filed
Vanguard S&P 500 ETF922908363COM25,898$13,309,272dollars as filed
iShares S&P 500 Growth ETF464287309SHS133,175$12,362,591dollars as filed
VANGUARDRUSSELL2000ETF92206C664STOK148,965$12,014,018dollars as filed
ISHARES TR464287697U.S. UTILITS ETF113,827$11,544,381dollars as filed
Vanguard Mid-Cap ETF922908629SHS44,433$11,491,231dollars as filed
iShares iBonds 2029 Term HY & Inc ETF46436E379SHS463,248$10,756,619dollars as filed
iShares Core Aggressive Allocation ETF464289859SHS135,926$10,398,350dollars as filed
iShares iBonds Dec. 2027 Municipal Bond ETF46435U283ETF372,141$9,407,727dollars as filed
iShares iBonds Dec. 2026 Municipal Bond ETF46435U259ETF366,493$9,367,552dollars as filed
iShares S&P 500 Value ETF464287408SHS47,934$9,135,259dollars as filed
Vanguard Real Estate922908553SHS93,371$8,453,819dollars as filed
iShares iBonds Dec. 2028 Municipal Bond ETF46435U325ETF320,704$8,110,601dollars as filed
ISHARES46435U432EXCHANGE TRADED274,556$7,344,377dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS119,268$6,436,892dollars as filed
VWO922042858SHS137,884$6,240,627dollars as filed
ISHARES TR46436E122IBON 2030 TE ETF237,614$6,199,492dollars as filed
Amazon.com, Inc023135106COM32,193$6,124,969dollars as filed
Microsoft Corp594918104COM16,007$6,008,884dollars as filed
AFLAC INC COM001055102Stock52,655$5,854,734dollars as filed
ISHARES TR46435U168IBONDS 25 TRM HG247,698$5,756,505dollars as filed
Berkshire Hathaway Inc084670702COM10,446$5,563,331dollars as filed
IJH464287507COM84,984$4,958,840dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF103,138$4,507,140dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM28,652$4,476,275dollars as filed
ISHARES TR464289867CORE 60 BALA ETF74,955$4,315,132dollars as filed
SPY78462F103SHS7,258$4,060,269dollars as filed
SPDW78463X889COM105,168$3,829,168dollars as filed
AON PLC SHS CL AG0403H108Stock9,391$3,747,854dollars as filed
SMITH A O CORP COM831865209Stock52,918$3,458,696dollars as filed
META PLATFORMS INC CL A30303M102COM5,957$3,433,493dollars as filed
iShares iBonds Dec. 2029 Corporate Bond ETF46436E205ETF142,530$3,296,719dollars as filed
iShares iBonds Dec. 2027 Corporate Bond ETF46435UAA9ETF122,953$2,972,998dollars as filed
INVESCO QQQ TR46090E103COM6,180$2,897,858dollars as filed
Southern Company842587107COM31,461$2,892,809dollars as filed
Coca-Cola Company191216100COM39,890$2,856,893dollars as filed
Home Depot, Inc437076102COM7,695$2,820,196dollars as filed
iShares iBonds Dec. 2029 Municipal Bond ETF46436E163ETF112,413$2,814,809dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS33,187$2,667,229dollars as filed
ISHARES TR46436E726IBONDS DEC 2030112,605$2,445,781dollars as filed
EXXON MOBIL CORP30231G102COM18,157$2,159,434dollars as filed
iShares iBonds Dec. 2028 Corporate Bond ETF46435U515ETF85,416$2,157,617dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS32,769$2,154,891dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM13,922$2,152,866dollars as filed
GORMAN RUPP CO COM383082104Stock61,116$2,145,172dollars as filed
SPDR SER TR78468R812MSCI USA STRTGIC12,305$1,928,022dollars as filed
Vanguard Total World Stock ETF922042742SHS16,551$1,919,112dollars as filed
PINNACLE FINANCIAL PARTNERS IN72346Q104COM17,141$1,817,662dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS80,995$1,788,378dollars as filed
ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF46438G661ETF67,940$1,727,035dollars as filed
JPMorgan Chase & Co46625H100COM6,781$1,663,390dollars as filed
Eli Lilly and Company532457108COM1,800$1,486,638dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L62,929$1,485,750dollars as filed
NVIDIA Corp67066G104COM12,969$1,405,595dollars as filed
Costco Wholesale Corporation22160K105COM1,481$1,400,700dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS33,820$1,378,503dollars as filed
SMARTFINANCIAL INC83190L208COMMON STOCK43,865$1,363,324dollars as filed
BLACKSTONE INC09260D107COM9,659$1,350,137dollars as filed
International Business Machines Corporation459200101COM5,325$1,324,143dollars as filed
Johnson & Johnson478160104COM7,630$1,265,407dollars as filed
Walt Disney Co254687106COM12,772$1,260,634dollars as filed
ISHARES TR464287606S&P MC 400GR ETF14,489$1,206,616dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS8,122$1,185,925dollars as filed
Visa Inc92826C839COM3,245$1,137,081dollars as filed
iShares iBonds Dec 2026 Term Corporate ETF46435GAA0SHS46,825$1,133,624dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE26,518$1,092,788dollars as filed
Oracle Corporation68389X105COM7,263$1,015,440dollars as filed
Chevron Corporation166764100COM5,983$1,000,896dollars as filed
MasterCard, Inc57636Q104COM1,736$951,720dollars as filed
General Electric Company369604301COM4,694$939,572dollars as filed
SUPER MICRO COMPUTER INC86800U302COM NEW24,985$855,486dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS8,950$854,546dollars as filed
Walmart Inc.931142103COM9,233$810,575dollars as filed
Boeing Company097023105COM4,715$804,143dollars as filed
NESTLE SAH57312649COM7,945$802,857dollars as filed
VTI922908769COM2,894$795,311dollars as filed
Merck & Co.,Inc.58933Y105COM8,786$788,631dollars as filed
Cisco Systems,Inc.17275R102COM12,126$748,320dollars as filed
VGT92204A702SHS1,358$736,720dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK2,038$735,858dollars as filed
Bank of America Corp060505104COM17,393$725,826dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL19,697$711,850dollars as filed
ISHARES TR464288687COM22,916$704,211dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS3,621$702,452dollars as filed
ConocoPhillips20825C104COM6,590$692,114dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL13,412$684,945dollars as filed
IShares Bitcoin Trust Registered46438F101SHS13,995$655,106dollars as filed
AbbVie,Inc.00287Y109COM3,072$643,565dollars as filed
SNOWFLAKE INC COM SHS833445109Stock4,328$632,580dollars as filed
Truxton Corp89845Y107COM8,339$617,086dollars as filed
Philip Morris International Inc.718172109COM3,812$605,098dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S21,854$598,581dollars as filed
PepsiCo,Inc.713448108COM3,960$593,711dollars as filed
NEOS ETF TRUST78433H204FIS CHRISTIAN20,780$590,349dollars as filed
Advanced Micro Devices,Inc.007903107COM5,691$584,693dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock3,302$580,453dollars as filed
Vanguard Short-Term Bond ETF921937827SHS7,397$579,062dollars as filed
McDonalds Corporation580135101COM1,796$560,946dollars as filed
Fidelity Wise Origin Bitcoin Fund315948109SHS7,745$557,408dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 11,294$543,274dollars as filed
ISHARES TR464288448INTL SEL DIV ETF17,347$538,105dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF26,496$524,091dollars as filed
Raytheon Technologies Corporation75513E101COM3,811$504,743dollars as filed
Novo-Nordisk A-S OrdK72807140Equity7,250$493,831dollars as filed
Wells Fargo & Company949746101COM6,797$487,992dollars as filed
Bristol-Myers Squibb Company110122108COM7,880$480,590dollars as filed
ISHARES TR46438G687IBONDS DEC 203018,680$474,472dollars as filed
SYNOPSYS INC COM871607107Stock1,083$464,445dollars as filed
Tesla Motors, Inc88160R101COM1,789$463,637dollars as filed
ATMOS ENERGY CORP COM049560105Stock2,996$463,122dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS19,766$463,121dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU8,528$439,094dollars as filed
MONGODB INC CL A60937P106Stock2,500$438,500dollars as filed
CAPITAL SOUTHWEST CORP140501107COM18,250$407,340dollars as filed
REGIONS FINANCIAL CORP NEW COM7591EP100Stock18,702$406,391dollars as filed
ALIGN TECHNOLOGY INC COM016255101Stock2,500$397,150dollars as filed
Procter & Gamble Co742718109COM2,328$396,738dollars as filed
Duke Energy Corporation26441C204COM3,242$395,461dollars as filed
FEDEX CORP COM31428X106Stock1,593$388,362dollars as filed
Analog Devices,Inc.032654105COM1,892$381,560dollars as filed
Pfizer Inc.717081103COM15,041$381,133dollars as filed
NextEra Energy,Inc.65339F101COM5,299$375,619dollars as filed
MAIN STR CAP CORP56035L104COM6,624$374,653dollars as filed
Abbott Laboratories002824100COM2,728$361,855dollars as filed
SPDR S&P Dividend ETF78464A763SHS2,653$359,895dollars as filed
GE Vernova Inc.36828A101COM1,168$356,569dollars as filed
CITY HOLDING CO177835105COMMON STOCK3,000$352,410dollars as filed
INVESCO EXCHANGE TRADED FD T46137V241S&P500 QUALITY5,230$346,958dollars as filed
Charles Schwab Corp808513105COM4,388$343,493dollars as filed
Caterpillar Inc.149123101COM1,036$341,673dollars as filed
ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF02072L102ETF8,000$341,200dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock1,000$336,920dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS8,538$336,147dollars as filed
USBANCORPDEL902973304COM NEW7,950$335,667dollars as filed
TRUIST FINL CORP COM89832Q109Stock8,098$333,232dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF5,664$323,641dollars as filed
UnitedHealth Group Inc91324P102COM612$320,535dollars as filed
PROSHARES TR74347R206PSHS ULTRA QQQ3,556$316,083dollars as filed
DUPONT DE NEMOURS INC COM26614N102Stock4,228$315,747dollars as filed
FIFTH THIRD BANCORP COM316773100Stock8,000$313,600dollars as filed
AT&T Inc00206R102COM10,921$308,857dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock1,500$308,160dollars as filed
PHILLIPS 66 COM718546104Stock2,488$307,218dollars as filed
iShares Russell Midcap ETF464287499SHS3,608$306,915dollars as filed
VANGUARD SCOTTSDALE FDS92206C771SHS6,614$306,294dollars as filed
GENERAL MTRS CO COM37045V100Stock6,404$301,180dollars as filed
UNITED AIRLS HLDGS INC COM910047109Stock4,267$294,636dollars as filed
MCKESSON CORP COM58155Q103Stock430$289,386dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM1,483$286,249dollars as filed
Salesforce.com, Inc79466L302COM1,066$286,072dollars as filed
SPDR SERIES TRUST78464A698ST STR SP REGBNK5,000$284,250dollars as filed
Micron Technology,Inc.595112103COM3,246$282,045dollars as filed
BLOCK H & R INC COM093671105Stock5,000$274,550dollars as filed
SPDR SERIES TRUST78464a201ST STR SP600GRWO3,293$273,344dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR1,366$269,730dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM7,896$269,576dollars as filed
Schwab Fundamental Emerging Markets Equity ETF808524730SHS8,735$269,038dollars as filed
CORTEVA INC COM22052L104Stock4,228$266,068dollars as filed
Honeywell Technologies438516106COM1,236$261,723dollars as filed
I3 VERTICALS INC46571Y107COM CL A10,450$257,802dollars as filed
PRUDENTIAL FINL INC COM744320102Stock2,296$256,362dollars as filed
SCHWAB STRATEGIC TR808524748FUNDAMENTAL INTL7,061$255,608dollars as filed
Verizon Communications Inc92343V104COM5,606$254,279dollars as filed
ROYAL BK CDA COM780087102Stock2,254$254,071dollars as filed
Broadcom Inc.11135F101COM1,494$250,216dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN13,346$248,110dollars as filed
Deere & Company244199105COM510$239,369dollars as filed
SPDR GOLD TR78463V107GOLD SHS815$234,834dollars as filed
ISHARES TR46436E833IBONDS 28 TRM TS10,551$234,752dollars as filed
iShares Gold Trust464285204COM3,878$228,647dollars as filed
Schwab Intermediate-Term US Treasury ETF808524854SHS9,188$228,414dollars as filed
PAYPALHLDGSINC70450Y103STOK3,500$228,375dollars as filed
REVVITY INC714046109COM2,133$225,671dollars as filed
Texas Instruments Incorporated882508104COM1,241$223,008dollars as filed
Intel Corp458140100COM9,604$218,099dollars as filed
SOUTHWESTAIRLSCO844741108STOK6,440$216,240dollars as filed
CARNIVAL CORP COMMON STOCK143658300Stock10,710$209,166dollars as filed
Schwab US TIPS ETF808524870SHS7,516$202,105dollars as filed
American Express Company025816109COM750$201,788dollars as filed
FORD MTR CO COM345370860Stock13,701$137,423dollars as filed
APPLIED DIGITAL CORP COM NEW038169207Stock11,930$67,047dollars as filed
Highlands Reit Inc Real Estate Invst Trust Marylan439587103COM20,616$6,391dollars as filed
ATLAS SALT ORD04943J100COM10,000$2,747dollars as filed
PROVECTUS BIOPHARMACEUTICALS74373P108COMMON STOCK20,000$2,000dollars as filed
Icon Media Holdings Inc45110Q104COM100,000$10dollars as filed
MSGI SEC SOLUTIONS INC553570102EQUITY50,000$0dollars as filedValue filed as zero, left out of ratios.

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-25-005648this filing2025-04-09acceptance time not in the bulk data set