The Analysis of LBMC INVESTMENT ADVISORS, LLC's Holdings
Currently, LBMC INVESTMENT ADVISORS, LLC holds 224 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in IBHI (+407.7K shares, valued at $9.6M), IBHJ (+288.2K shares, valued at $7.7M), IBHH (+197.0K shares, valued at $4.7M); decreased their positions in IVV (-3.7K shares, valued at $2.5M), XLV (-5.9K shares, valued at $918.8K), N/A (-4.4K shares, valued at $838.5K); initiated new positions in XLK (+4.5K shares, valued at $654.8K), URA (+5.7K shares, valued at $242.5K), TJX (+1.5K shares, valued at $224.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR427.4K shares-0.86%2025-12-312026-02-12
IWM ISHARES TR709.3K shares0.71%2025-12-312026-02-12 HDV ISHARES TR456.8K shares0.33%2025-12-312026-02-12 IEFA ISHARES TR597.7K shares4.23%2025-12-312026-02-12 EFA ISHARES TR490.1K shares0.61%2025-12-312026-02-12 IBHH ISHARES TR1.7M shares13.00%2025-12-312026-02-12 IBHG ISHARES TR1.6M shares7.95%2025-12-312026-02-12 DVY ISHARES TR229.1K shares0.07%2025-12-312026-02-12 IBHI ISHARES TR1.4M shares43.19%2025-12-312026-02-12 VEA VANGUARD TAX-MANAGED FDS417.4K shares2.10%2025-12-312026-02-12 IBHF ISHARES TR1.1M shares6.50%2025-12-312026-02-12 VYM VANGUARD WHITEHALL FDS173.6K shares8.01%2025-12-312026-02-12 IBHJ ISHARES TR809.7K shares55.27%2025-12-312026-02-12 IJR ISHARES TR176.8K shares2.96%2025-12-312026-02-12 HCA HCA HEALTHCARE INC44.0K shares-0.43%2025-12-312026-02-12 AAPL APPLE INC63.8K shares0.19%2025-12-312026-02-12 IVW ISHARES TR127.4K shares3.46%2025-12-312026-02-12 ICF ISHARES TR253.8K shares-0.06%2025-12-312026-02-12 VTWO VANGUARD SCOTTSDALE FDS151.3K shares0.11%2025-12-312026-02-12 IBMP ISHARES TR537.6K shares13.97%2025-12-312026-02-12 IBMQ ISHARES TR518.4K shares18.22%2025-12-312026-02-12 IBMO ISHARES TR515.7K shares11.13%2025-12-312026-02-12 VO VANGUARD INDEX FDS44.4K shares0.00%2025-12-312026-02-12 IDU ISHARES TR110.3K shares-0.36%2025-12-312026-02-12 AOA ISHARES TR124.8K shares-5.15%2025-12-312026-02-12 IBHK ISHARES TR423.1K shares33.88%2025-12-312026-02-12 IBMR ISHARES TR419.4K shares60.90%2025-12-312026-02-12 IVE ISHARES TR44.3K shares0.08%2025-12-312026-02-12 ALPHABET INC ALPHABET INC27.0K shares1.89%2025-12-312026-02-12 MSFT MICROSOFT CORP17.0K shares0.34%2025-12-312026-02-12 VNQ VANGUARD INDEX FDS92.7K shares2.01%2025-12-312026-02-12 AMZN AMAZON COM INC33.6K shares0.00%2025-12-312026-02-12 VWO VANGUARD INTL EQUITY INDEX F139.3K shares-1.09%2025-12-312026-02-12 IEMG ISHARES INC110.6K shares-1.27%2025-12-312026-02-12 IBDU ISHARES TR273.9K shares13.14%2025-12-312026-02-12 IBDS ISHARES TR243.5K shares7.62%2025-12-312026-02-12 AFL AFLAC INC52.7K shares0.00%2025-12-312026-02-12 EEM ISHARES TR98.2K shares-1.02%2025-12-312026-02-12 IBMS ISHARES TR205.8K shares86.52%2025-12-312026-02-12 IBDV ISHARES TR239.3K shares11.51%2025-12-312026-02-12 SPDW SPDR INDEX SHS FDS118.8K shares1.00%2025-12-312026-02-12 IBDT ISHARES TR206.7K shares10.66%2025-12-312026-02-12 IBDR ISHARES TR212.7K shares11.36%2025-12-312026-02-12 ALPHABET INC ALPHABET INC15.9K shares2.44%2025-12-312026-02-12 SPY SPDR S&P 500 ETF TR7.3K shares0.16%2025-12-312026-02-12 AOR ISHARES TR72.7K shares-2.75%2025-12-312026-02-12 META META PLATFORMS INC6.6K shares12.38%2025-12-312026-02-12 IJH ISHARES TR65.8K shares-1.73%2025-12-312026-02-12 COF CAPITAL ONE FINL CORP16.4K shares-0.61%2025-12-312026-02-12 LLY ELI LILLY & CO3.5K shares0.00%2025-12-312026-02-12 SPYG SPDR SERIES TRUST33.3K shares0.09%2025-12-312026-02-12 AOS SMITH A O CORP52.9K shares0.00%2025-12-312026-02-12 AON PLC AON PLC9.4K shares0.00%2025-12-312026-02-12 IBHL ISHARES TR119.9K shares272.80%2025-12-312026-02-12 GRC GORMAN RUPP CO61.1K shares0.00%2025-12-312026-02-12 NVDA NVIDIA CORPORATION15.6K shares-0.03%2025-12-312026-02-12 JPM JPMORGAN CHASE & CO.8.7K shares1.02%2025-12-312026-02-12 HD HOME DEPOT INC7.9K shares2.78%2025-12-312026-02-12 KO COCA COLA CO38.9K shares0.37%2025-12-312026-02-12 IBMT ISHARES TR98.3K shares528.32%2025-12-312026-02-12 SO SOUTHERN CO27.8K shares-2.04%2025-12-312026-02-12 QUS SPDR SERIES TRUST12.4K shares0.66%2025-12-312026-02-12 VGT VANGUARD WORLD FD2.9K shares0.03%2025-12-312026-02-12 ORCL ORACLE CORP11.0K shares4.78%2025-12-312026-02-12 BROADCOM INC BROADCOM INC5.5K shares2.19%2025-12-312026-02-12 SCHX SCHWAB STRATEGIC TR70.1K shares0.00%2025-12-312026-02-12 CAT CATERPILLAR INC3.2K shares0.00%2025-12-312026-02-12 MA MASTERCARD INCORPORATED3.1K shares0.00%2025-12-312026-02-12 PNFP PINNACLE FINL PARTNERS INC18.5K shares-3.45%2025-12-312026-02-12 COST COSTCO WHSL CORP NEW2.0K shares0.49%2025-12-312026-02-12 XOM EXXON MOBIL CORP14.4K shares1.84%2025-12-312026-02-12 IBDW ISHARES TR81.9K shares0.10%2025-12-312026-02-12 VT VANGUARD INTL EQUITY INDEX F12.1K shares4.43%2025-12-312026-02-12 SPYM SPDR SERIES TRUST21.1K shares0.03%2025-12-312026-02-12 IBM INTERNATIONAL BUSINESS MACHS5.7K shares-7.45%2025-12-312026-02-12 FNDX SCHWAB STRATEGIC TR58.9K shares0.00%2025-12-312026-02-12 GE AEROSPACE GE AEROSPACE4.8K shares0.00%2025-12-312026-02-12 AMD ADVANCED MICRO DEVICES INC6.9K shares-18.13%2025-12-312026-02-12 DIS DISNEY WALT CO12.7K shares-0.01%2025-12-312026-02-12 SHOP SHOPIFY INC8.9K shares0.00%2025-12-312026-02-12 JNJ JOHNSON & JOHNSON6.9K shares2.09%2025-12-312026-02-12 IJK ISHARES TR14.5K shares0.06%2025-12-312026-02-12 ABBV ABBVIE INC5.9K shares1.04%2025-12-312026-02-12 RTX RTX CORPORATION7.2K shares0.01%2025-12-312026-02-12 V VISA INC3.7K shares1.49%2025-12-312026-02-12 IBDX ISHARES TR49.1K shares12.99%2025-12-312026-02-12 DFUV DIMENSIONAL ETF TRUST26.3K shares0.15%2025-12-312026-02-12 EUSA ISHARES INC11.3K shares34.37%2025-12-312026-02-12 BAC BANK AMERICA CORP20.6K shares-9.77%2025-12-312026-02-12 IBIT ISHARES BITCOIN TRUST ETF22.6K shares4.72%2025-12-312026-02-12 WFC WELLS FARGO CO NEW11.7K shares0.87%2025-12-312026-02-12 WMT WALMART INC9.5K shares2.49%2025-12-312026-02-12 MDB MONGODB INC2.5K shares0.00%2025-12-312026-02-12 DGRO ISHARES TR15.0K shares0.00%2025-12-312026-02-12 BA BOEING CO4.7K shares0.00%2025-12-312026-02-12 FBTC FIDELITY WISE ORIGIN BITCOIN12.7K shares0.00%2025-12-312026-02-12 IWF ISHARES TR2.0K shares0.00%2025-12-312026-02-12 VTI VANGUARD INDEX FDS2.9K shares-1.04%2025-12-312026-02-12 SNOW SNOWFLAKE INC4.3K shares0.00%2025-12-312026-02-12 MU MICRON TECHNOLOGY INC3.2K shares0.00%2025-12-312026-02-12 CSCO CISCO SYS INC11.9K shares-1.62%2025-12-312026-02-12 CVX CHEVRON CORP NEW6.0K shares0.22%2025-12-312026-02-12 TSLA TESLA INC2.0K shares0.00%2025-12-312026-02-12 XLV SELECT SECTOR SPDR TR5.7K shares-51.07%2025-12-312026-02-12 FDEC FIRST TR EXCHNG TRADED FD VI16.7K shares0.00%2025-12-312026-02-12 SMBK SMARTFINANCIAL INC23.0K shares-47.46%2025-12-312026-02-12 VIG VANGUARD SPECIALIZED FUNDS3.7K shares0.27%2025-12-312026-02-12 SPYV SPDR SERIES TRUST13.6K shares0.53%2025-12-312026-02-12 GS GOLDMAN SACHS GROUP INC875 shares0.00%2025-12-312026-02-12 GEV GE VERNOVA INC1.2K shares0.00%2025-12-312026-02-12 RF REGIONS FINANCIAL CORP NEW27.9K shares0.68%2025-12-312026-02-12 FNDF SCHWAB STRATEGIC TR16.3K shares0.00%2025-12-312026-02-12 PNC PNC FINL SVCS GROUP INC3.3K shares0.00%2025-12-312026-02-12 FNDA SCHWAB STRATEGIC TR21.9K shares0.00%2025-12-312026-02-12 XLK SELECT SECTOR SPDR TR4.5K sharesnew addition2025-12-312026-02-12 ABT ABBOTT LABS5.2K shares0.02%2025-12-312026-02-12 SPEM SPDR INDEX SHS FDS13.6K shares0.07%2025-12-312026-02-12 DIA SPDR DOW JONES INDL AVERAGE1.3K shares0.08%2025-12-312026-02-12 COP CONOCOPHILLIPS6.5K shares-1.34%2025-12-312026-02-12 NBIS NEBIUS GROUP N.V.7.2K shares0.00%2025-12-312026-02-12 PLTR PALANTIR TECHNOLOGIES INC3.3K shares8.22%2025-12-312026-02-12 IBDY ISHARES TR21.4K shares39.58%2025-12-312026-02-12 PEP PEPSICO INC3.8K shares-0.60%2025-12-312026-02-12 IBTI ISHARES TR24.3K shares46.62%2025-12-312026-02-12 BSV VANGUARD BD INDEX FDS6.9K shares-2.39%2025-12-312026-02-12 SCHF SCHWAB STRATEGIC TR22.5K shares0.00%2025-12-312026-02-12 ADI ANALOG DEVICES INC2.0K shares4.07%2025-12-312026-02-12 IDV ISHARES TR13.4K shares-15.07%2025-12-312026-02-12 GM GENERAL MTRS CO6.4K shares0.00%2025-12-312026-02-12 DFAT DIMENSIONAL ETF TRUST8.6K shares0.23%2025-12-312026-02-12 TRV TRAVELERS COMPANIES INC1.8K shares0.00%2025-12-312026-02-12 QLD PROSHARES TR7.1K shares100.00%2025-12-312026-02-12 SNPS SYNOPSYS INC1.0K shares0.00%2025-12-312026-02-12 MS MORGAN STANLEY2.8K shares0.00%2025-12-312026-02-12 UAL UNITED AIRLS HLDGS INC4.3K shares0.00%2025-12-312026-02-12 SCHA SCHWAB STRATEGIC TR16.1K shares0.00%2025-12-312026-02-12 SCHW SCHWAB CHARLES CORP4.4K shares0.00%2025-12-312026-02-12 NEE NEXTERA ENERGY INC5.4K shares4.10%2025-12-312026-02-12 VMC VULCAN MATLS CO1.5K shares0.00%2025-12-312026-02-12 USB US BANCORP DEL8.0K shares0.00%2025-12-312026-02-12 CSWC CAPITAL SOUTHWEST CORP18.3K shares0.00%2025-12-312026-02-12 MAIN MAIN STR CAP CORP6.6K shares0.09%2025-12-312026-02-12 TFC TRUIST FINL CORP8.1K shares0.00%2025-12-312026-02-12 BMY BRISTOL-MYERS SQUIBB CO7.4K shares0.00%2025-12-312026-02-12 IBTH ISHARES TR17.5K shares76.33%2025-12-312026-02-12 SPHQ INVESCO EXCHANGE TRADED FD T5.2K shares-0.48%2025-12-312026-02-12 QVAL EA SERIES TRUST8.0K shares0.00%2025-12-312026-02-12 TT TRANE TECHNOLOGIES PLC1.0K shares0.00%2025-12-312026-02-12 PANW PALO ALTO NETWORKS INC2.1K shares0.00%2025-12-312026-02-12 IBDZ ISHARES TR14.6K shares0.00%2025-12-312026-02-12 RY ROYAL BK CDA2.3K shares0.00%2025-12-312026-02-12 ATO ATMOS ENERGY CORP2.3K shares0.98%2025-12-312026-02-12 UNH UNITEDHEALTH GROUP INC1.1K shares1.79%2025-12-312026-02-12 QQQM INVESCO EXCH TRADED FD TR II1.5K shares0.00%2025-12-312026-02-12 FITB FIFTH THIRD BANCORP8.0K shares0.00%2025-12-312026-02-12 PM PHILIP MORRIS INTL INC2.3K shares8.27%2025-12-312026-02-12 SDY SPDR SERIES TRUST2.7K shares0.08%2025-12-312026-02-12 CHCO CITY HLDG CO3.0K shares0.00%2025-12-312026-02-12 MCK MCKESSON CORP430 shares0.00%2025-12-312026-02-12 IWR ISHARES TR3.6K shares-0.25%2025-12-312026-02-12 DE DEERE & CO751 shares-39.92%2025-12-312026-02-12 IBTG ISHARES TR15.2K shares67.48%2025-12-312026-02-12 PFE PFIZER INC13.9K shares-1.99%2025-12-312026-02-12 PFF ISHARES TR11.0K shares-9.36%2025-12-312026-02-12 CAH CARDINAL HEALTH INC1.6K shares0.00%2025-12-312026-02-12 MCD MCDONALDS CORP1.1K shares0.09%2025-12-312026-02-12 VXUS VANGUARD STAR FDS4.3K shares0.00%2025-12-312026-02-12 KRE SPDR SERIES TRUST5.0K shares0.00%2025-12-312026-02-12 GLD SPDR GOLD TR815 shares0.00%2025-12-312026-02-12 HON HONEYWELL INTL INC1.7K shares-19.75%2025-12-312026-02-12 PG PROCTER AND GAMBLE CO2.3K shares-2.93%2025-12-312026-02-12 PSX PHILLIPS 662.5K shares0.04%2025-12-312026-02-12 INTC INTEL CORP8.6K shares-0.38%2025-12-312026-02-12 FNDE SCHWAB STRATEGIC TR8.7K shares0.00%2025-12-312026-02-12 FDX FEDEX CORP1.1K shares-31.58%2025-12-312026-02-12 FNDC SCHWAB STRATEGIC TR7.1K shares0.00%2025-12-312026-02-12 XLY SELECT SECTOR SPDR TR2.6K shares92.83%2025-12-312026-02-12 FBK FB FINL CORP5.6K shares0.07%2025-12-312026-02-12 ALGN ALIGN TECHNOLOGY INC2.0K shares0.00%2025-12-312026-02-12 SLYG SPDR SERIES TRUST3.3K shares0.06%2025-12-312026-02-12 APLD APPLIED DIGITAL CORP11.9K shares0.00%2025-12-312026-02-12 MSTR STRATEGY INC1.8K shares-2.70%2025-12-312026-02-12 T AT&T INC11.2K shares2.85%2025-12-312026-02-12 AXP AMERICAN EXPRESS CO750 shares0.00%2025-12-312026-02-12 NUE NUCOR CORP1.7K shares-22.73%2025-12-312026-02-12 CRM SALESFORCE INC1.0K shares0.00%2025-12-312026-02-12 AMAT APPLIED MATLS INC1.1K shares0.00%2025-12-312026-02-12 VUG VANGUARD INDEX FDS541 shares0.00%2025-12-312026-02-12 IIIV I3 VERTICALS INC10.4K shares0.00%2025-12-312026-02-12 URI UNITED RENTALS INC325 shares0.00%2025-12-312026-02-12 LUV SOUTHWEST AIRLS CO6.3K shares0.00%2025-12-312026-02-12 PRU PRUDENTIAL FINL INC2.3K shares0.04%2025-12-312026-02-12 SHLD GLOBAL X FDS4.0K shares0.00%2025-12-312026-02-12 EPD ENTERPRISE PRODS PARTNERS L8.0K shares0.47%2025-12-312026-02-12 URA GLOBAL X FDS5.7K sharesnew addition2025-12-312026-02-12 TMFC RBB FD INC3.4K shares0.00%2025-12-312026-02-12 CTVA CORTEVA INC3.6K shares0.00%2025-12-312026-02-12 VZ VERIZON COMMUNICATIONS INC5.9K shares10.89%2025-12-312026-02-12 OEF ISHARES TR697 shares0.00%2025-12-312026-02-12 MPC MARATHON PETE CORP1.4K shares5.31%2025-12-312026-02-12 ET ENERGY TRANSFER L P13.8K shares2.09%2025-12-312026-02-12 TJX TJX COS INC NEW1.5K sharesnew addition2025-12-312026-02-12 VOOG VANGUARD ADMIRAL FDS INC501 shares0.20%2025-12-312026-02-12 HRB BLOCK H & R INC5.0K shares0.00%2025-12-312026-02-12 FCX FREEPORT-MCMORAN INC4.3K shares-46.54%2025-12-312026-02-12 TXN TEXAS INSTRS INC1.2K shares0.00%2025-12-312026-02-12 APH AMPHENOL CORP NEW1.6K sharesnew addition2025-12-312026-02-12 CFO VICTORY PORTFOLIOS II2.9K shares0.00%2025-12-312026-02-12 GEHC GE HEALTHCARE TECHNOLOGIES I2.5K sharesnew addition2025-12-312026-02-12 RVTY REVVITY INC2.1K sharesnew addition2025-12-312026-02-12 PYPL PAYPAL HLDGS INC3.5K shares0.00%2025-12-312026-02-12 F FORD MTR CO11.9K shares0.49%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available