Lbmc Investment Advisors, LLC Top Holdings and 13F Report (2025)

About Lbmc Investment Advisors, LLC

Investment Activity

Lbmc Investment Advisors, LLC has $1.64 billion in total holdings as of September 30, 2025.
Lbmc Investment Advisors, LLC owns shares of 230 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 2.66% of the portfolio was purchased this quarter.
About 1.13% of the portfolio was sold this quarter.
This quarter, Lbmc Investment Advisors, LLC has purchased 224 new stocks and bought additional shares in 86 stocks.
Lbmc Investment Advisors, LLC sold shares of 56 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $274,569,970
Invesco S&P 500 Equal Weight ETF: $253,979,319
iShares Russell 2000 ETF: $174,792,616
iShares Core High Dividend ETF: $62,214,064
iShares Core MSCI EAFE ETF: $53,879,855

Largest New Holdings this Quarter

46138J395 - Invesco BulletShares 2029 High Yield Corporate Bond ETF: $2,429,482 Holding
46138J452 - Invesco BulletShares 2028 High Yield Corporate Bond ETF: $2,426,709 Holding
46139W841 - Invesco BulletShares 2030 High Yield Corporate Bond ETF: $2,330,959 Holding
87975E826 - TEMA ETF TRUST: $1,711,376 Holding
72348N109 - PINNACLE FINL PARTNERS INC: $1,671,962 Holding

Largest Purchases this Quarter

ISHARES TR: 123,918 shares (about $3.25M)
iShares iBonds 2029 Term High Yield and Income ETF: 116,195 shares (about $2.71M)
Invesco BulletShares 2029 High Yield Corporate Bond ETF: 115,497 shares (about $2.43M)
Invesco BulletShares 2028 High Yield Corporate Bond ETF: 111,907 shares (about $2.43M)
Invesco BulletShares 2030 High Yield Corporate Bond ETF: 91,089 shares (about $2.33M)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 7,073 shares (about $4.62M)
Invesco S&P 500 Equal Weight ETF: 8,773 shares (about $1.68M)
iShares Russell 2000 ETF: 4,465 shares (about $1.11M)
iShares S&P 500 Growth ETF: 9,384 shares (about $1.06M)
iShares Select U.S. REIT ETF: 14,524 shares (about $898.89K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$274,569,970	$4,620,149 â–¼	-1.7%	420,340	16.7%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$253,979,319	$1,683,715 â–¼	-0.7%	1,323,360	15.5%	ETF
IWM iShares Russell 2000 ETF	$174,792,616	$1,107,320 â–¼	-0.6%	704,809	10.7%	Finance
HDV iShares Core High Dividend ETF	$62,214,064	$220,409 â–²	0.4%	458,400	3.8%	ETF
IEFA iShares Core MSCI EAFE ETF	$53,879,855	$227,955 â–¼	-0.4%	595,160	3.3%	ETF
EFA iShares MSCI EAFE ETF	$47,442,198	$161,819 â–¼	-0.3%	488,440	2.9%	Finance
IBHH iShares iBonds 2028 Term High Yield and Income ETF	$40,864,268	$660,234 â–²	1.6%	1,741,128	2.5%	ETF
IBHG iShares iBonds 2027 Term High Yield and Income ETF	$35,775,749	$928,685 â–²	2.7%	1,616,618	2.2%	ETF
DVY iShares Select Dividend ETF	$34,931,406	$241,348 â–²	0.7%	230,707	2.1%	ETF
IBHI iShares iBonds 2029 Term High Yield and Income ETF	$34,174,219	$2,705,367 â–²	8.6%	1,467,776	2.1%	ETF
VEA Vanguard FTSE Developed Markets ETF	$27,669,513	$920,126 â–²	3.4%	431,796	1.7%	ETF
VYM Vanguard High Dividend Yield ETF	$25,985,254	$270,579 â–²	1.1%	175,457	1.6%	Financial Services
IBHF iShares iBonds 2026 Term High Yield and Income ETF	$25,791,896	$404,700 â–²	1.6%	1,123,830	1.6%	ETF
ISHARES TR	$24,478,640	$3,249,128 â–²	15.3%	933,587	1.5%	IBONDS 2030 TERM
IJR iShares Core S&P Small-Cap ETF	$22,221,960	$242,032 â–²	1.1%	178,762	1.4%	ETF
HCA HCA Healthcare	$20,491,294	$330,795 â–¼	-1.6%	43,300	1.2%	Medical
AAPL Apple	$15,893,481	$306,830 â–¼	-1.9%	62,625	1.0%	Computer and Technology
VOO Vanguard S&P 500 ETF	$15,110,432	$241,413 â–²	1.6%	25,287	0.9%	ETF
VTWO Vanguard Russell 2000 ETF	$14,963,945	$191,125 â–¼	-1.3%	149,385	0.9%	ETF
ICF iShares Select U.S. REIT ETF	$14,807,279	$898,889 â–¼	-5.7%	239,252	0.9%	ETF
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF	$14,417,505	$739,871 â–²	5.4%	566,726	0.9%	ETF
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF	$14,288,649	$1,053,852 â–²	8.0%	559,681	0.9%	ETF
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF	$13,459,426	$241,255 â–²	1.8%	525,143	0.8%	ETF
IVW iShares S&P 500 Growth ETF	$13,347,939	$1,061,429 â–¼	-7.4%	118,008	0.8%	ETF
IDU iShares U.S. Utilities ETF	$12,410,380	$397,095 â–¼	-3.1%	106,885	0.8%	ETF
ISHARES TR	$12,358,750	$1,589,938 â–²	14.8%	485,609	0.8%	IBONDS 2031 TERM
ISHARES TR	$12,357,979	$1,725,880 â–²	16.2%	487,494	0.8%	IBONDS DEC 2029
VO Vanguard Mid-Cap ETF	$12,273,761	$465,231 â–¼	-3.7%	42,739	0.7%	ETF
AOA iShares Core 80/20 Aggressive Allocation ETF	$11,187,024	$141,319 â–²	1.3%	126,421	0.7%	ETF
IVE iShares S&P 500 Value ETF	$8,863,628	$491,345 â–¼	-5.3%	41,978	0.5%	ETF
VNQ Vanguard Real Estate ETF	$8,174,961	$43,463 â–¼	-0.5%	92,164	0.5%	ETF
GOOG Alphabet	$7,784,032	$27,826 â–²	0.4%	27,135	0.5%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$7,775,706	$248,631 â–²	3.3%	143,861	0.5%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$7,717,700	$140 â–²	0.0%	110,648	0.5%	ETF
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$7,154,126	$784,048 â–²	12.3%	307,572	0.4%	ETF
ISHARES TR	$6,951,987	$1,636,407 â–²	30.8%	269,144	0.4%	IBONDS DEC 2030
AMZN Amazon.com	$6,934,897	$67,895 â–¼	-1.0%	33,298	0.4%	Retail/Wholesale
MSFT Microsoft	$6,404,924	$115,491 â–²	1.8%	17,303	0.4%	Computer and Technology
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$6,283,220	$380,253 â–²	6.4%	259,209	0.4%	ETF
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$6,167,642	$928,421 â–²	17.7%	281,756	0.4%	ETF
BRK.B Berkshire Hathaway	$6,014,440	$9,584 â–¼	-0.2%	12,551	0.4%	Finance
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$5,890,707	$656,048 â–²	12.5%	232,558	0.4%	ETF
AFL Aflac	$5,776,805		0.0%	52,655	0.4%	Finance
EEM iShares MSCI Emerging Markets ETF	$5,421,457	$158,047 â–¼	-2.8%	95,465	0.3%	Finance
SPDW SPDR Portfolio Developed World ex-US ETF	$5,417,224	$4,611 â–¼	-0.1%	118,669	0.3%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$5,124,932	$31,827 â–¼	-0.6%	211,425	0.3%	ETF
SPY SPDR S&P 500 ETF Trust	$4,715,178	$31,868 â–¼	-0.7%	7,250	0.3%	Finance
GOOGL Alphabet	$4,557,649	$23,868 â–¼	-0.5%	15,849	0.3%	Computer and Technology
AOR iShares Core 60/40 Balanced Allocation ETF	$4,536,457	$138,802 â–¼	-3.0%	70,497	0.3%	ETF
QQQ Invesco QQQ	$3,868,706	$189,309 â–²	5.1%	6,703	0.2%	Finance
META Meta Platforms	$3,836,437	$38,902 â–²	1.0%	6,706	0.2%	Computer and Technology
GRC Gorman-Rupp	$3,797,138		0.0%	61,116	0.2%	Industrials
IJH iShares Core S&P Mid-Cap ETF	$3,630,210	$815,290 â–¼	-18.3%	53,757	0.2%	ETF
ISHARES TR	$3,569,112	$541,133 â–²	17.9%	141,351	0.2%	IBONDS 2032 TERM
AOS A. O. Smith	$3,489,389		0.0%	52,918	0.2%	Industrials
ISHARES TR	$3,234,962	$712,669 â–²	28.3%	126,036	0.2%	IBONDS DEC 2031
SPYG SPDR Portfolio S&P 500 Growth ETF	$3,233,288	$23,694 â–¼	-0.7%	33,023	0.2%	ETF
LLY Eli Lilly and Company	$3,213,677	$22,074 â–²	0.7%	3,494	0.2%	Medical
COF Capital One Financial	$2,984,008		0.0%	16,357	0.2%	Finance
KO CocaCola	$2,947,592	$9,658 â–¼	-0.3%	38,759	0.2%	Consumer Staples
AON AON	$2,941,495	$89,733 â–¼	-3.0%	9,113	0.2%	Finance
NVDA NVIDIA	$2,883,762	$168,474 â–²	6.2%	16,535	0.2%	Computer and Technology
HD Home Depot	$2,882,358	$282,184 â–²	10.9%	8,764	0.2%	Retail/Wholesale
VGT Vanguard Information Technology ETF	$2,712,852	$713,798 â–²	35.7%	3,888	0.2%	ETF
EUSA iShares MSCI USA Equal Weighted ETF	$2,545,879	$1,397,201 â–²	121.6%	25,016	0.2%	ETF
SO Southern	$2,545,004	$139,952 â–¼	-5.2%	26,368	0.2%	Utilities
JPM JPMorgan Chase & Co.	$2,513,905	$56,479 â–¼	-2.2%	8,546	0.2%	Finance
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF	$2,429,482	$2,429,482 â–²	New Holding	115,497	0.1%	ETF
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF	$2,426,709	$2,426,709 â–²	New Holding	111,907	0.1%	Manufacturing
XOM ExxonMobil	$2,396,220	$47,843 â–¼	-2.0%	14,124	0.1%	Energy
BSJU Invesco BulletShares 2030 High Yield Corporate Bond ETF	$2,330,959	$2,330,959 â–²	New Holding	91,089	0.1%	ETF
CAT Caterpillar	$2,257,154	$19,128 â–²	0.9%	3,186	0.1%	Industrials
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$2,200,276	$486,792 â–²	28.4%	105,125	0.1%	ETF
QUS SPDR MSCI USA StrategicFactors ETF	$2,084,626	$52,180 â–¼	-2.4%	12,145	0.1%	ETF
COST Costco Wholesale	$2,070,582	$36,868 â–²	1.8%	2,078	0.1%	Retail/Wholesale
SCHX Schwab US Large-Cap ETF	$1,797,194		0.0%	70,093	0.1%	ETF
TEMA ETF TRUST	$1,711,376	$1,711,376 â–²	New Holding	29,999	0.1%	S&P 500 HISTORIC
ORCL Oracle	$1,698,385	$84,735 â–²	5.3%	11,545	0.1%	Computer and Technology
AVGO Broadcom	$1,693,159	$310 â–¼	0.0%	5,470	0.1%	Computer and Technology
VT Vanguard Total World Stock ETF	$1,681,640	$14,385 â–²	0.9%	12,158	0.1%	ETF
JNJ Johnson & Johnson	$1,677,905	$18,089 â–¼	-1.1%	6,864	0.1%	Medical
PINNACLE FINL PARTNERS INC	$1,671,962	$1,671,962 â–²	New Holding	19,410	0.1%	COM
FNDX Schwab Fundamental U.S. Large Company ETF	$1,641,002		0.0%	58,923	0.1%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$1,620,899	$2,449 â–²	0.2%	21,177	0.1%	ETF
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF	$1,589,131	$1,589,131 â–²	New Holding	71,054	0.1%	ETF
MA Mastercard	$1,569,601		0.0%	3,141	0.1%	Business Services
IBDX iShares iBonds Dec 2032 Term Corporate ETF	$1,511,346	$269,454 â–²	21.7%	59,808	0.1%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$1,460,477	$402 â–²	0.0%	14,515	0.1%	ETF
RTX RTX	$1,410,302	$13,503 â–²	1.0%	7,311	0.1%	Aerospace
AMD Advanced Micro Devices	$1,405,905		0.0%	6,911	0.1%	Computer and Technology
IBM International Business Machines	$1,378,790	$7,272 â–¼	-0.5%	5,688	0.1%	Computer and Technology
CVX Chevron	$1,347,126	$109,657 â–²	8.9%	6,511	0.1%	Energy
GE GE Aerospace	$1,339,576	$28,091 â–¼	-2.1%	4,721	0.1%	Aerospace
INVESCO EXCH TRD SLF IDX FD	$1,292,630	$1,292,630 â–²	New Holding	49,726	0.1%	INVESCO BULLETSH
ABBV AbbVie	$1,284,765	$217 â–²	0.0%	5,907	0.1%	Medical
DFUV Dimensional US Marketwide Value ETF	$1,277,917	$1,987 â–²	0.2%	26,371	0.1%	ETF
DIS Walt Disney	$1,226,173	$96 â–²	0.0%	12,722	0.1%	Consumer Discretionary
WALMART INC	$1,166,318	$9,818 â–¼	-0.8%	9,385	0.1%	COM
V Visa	$1,150,030	$17,530 â–²	1.5%	3,805	0.1%	Business Services
VIOO Vanguard S&P Small-Cap 600 ETF	$1,133,602	$1,133,602 â–²	New Holding	9,872	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Lbmc Investment Advisors, LLC Top Holdings and 13F Report (2025)

About Lbmc Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Lbmc Investment Advisors, LLC Top Holdings and 13F Report (2025)

About Lbmc Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLbmc Investment Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools