LBMC Investment Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), LBMC Investment Advisors, LLC reported 198 stock positions worth $1.3 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 20.5% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 18.5%) and iShares Russell 2000 ETF (IWM, 12.4%). Compared with Q3 2024, it opened 17 new positions, sold out of 14, added to 71 and reduced 42. The biggest buy was a new position in Aon Class A (AON) and the biggest sale HCA Healthcare (HCA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- BRENTWOOD, TN
- CIK
- 0001536924
- Portfolio Value
- $1.3B (Q4 2024)
- SEC Filing
- 0001214659-25-000798 ↗ filed Jan 16, 2025
Holdings Value
Holdings 198 stocks · $1.3B
| IVV iShares Core S&P 500 ETF | 20.54% | 442,744 | $260.6M | Reduce -0.9% |
| RSP Invesco S&P 500 Equal Weight | 18.54% | 1,342,693 | $235.3M | Add +0.3% |
| IWM iShares Russell 2000 ETF | 12.45% | 714,873 | $158.0M | Add +0.8% |
| HDV iShares Core High Dividend E | 4.11% | 464,338 | $52.1M | Reduce -0.1% |
| IEFA iShares Core MSCI Eafe ETF | 3.11% | 560,749 | $39.4M | Reduce -0.5% |
| EFA iShares MSCI Eafe ETF | 3.00% | 504,142 | $38.1M | Reduce -0.8% |
| DVY iShares Select Dividend ETF | 2.42% | 233,853 | $30.7M | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 1.50% | 398,218 | $19.0M | Reduce -7.4% |
| VYM Vanguard High DVD Yield ETF | 1.41% | 139,832 | $17.8M | Add +6.5% |
| IJR iShares Core S&P Small-Cap E | 1.40% | 153,804 | $17.7M | Reduce -0.2% |
| ICF iShares Select U.S. REIT ETF | 1.30% | 273,271 | $16.5M | Reduce -4.4% |
| AAPL Apple Inc. | 1.22% | 61,645 | $15.4M | Reduce -1.3% |
| IVW iShares S&P 500 Growth ETF | 1.13% | 141,307 | $14.3M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 1.12% | 26,421 | $14.2M | Reduce -1.9% |
| HCA HCA Healthcare Inc. | 1.07% | 45,135 | $13.5M | Reduce -2.2% |
| VTWO Vanguard Russell 2000 ETF | 1.05% | 148,917 | $13.3M | Add +1.9% |
| IBHG iShares Ibonds 2027 HY Inc. | 0.95% | 540,414 | $12.0M | Add +55.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.93% | 44,524 | $11.8M | Reduce -0.5% |
| IDU iShares US Utilities ETF | 0.86% | 113,636 | $10.9M | Reduce -2.1% |
| AOA iShares Core 80/20 Aggressiv | 0.83% | 137,655 | $10.5M | Reduce -1.1% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.79% | 428,185 | $10.0M | Add +70.7% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.78% | 429,875 | $10.0M | Add +102.7% |
| IVE iShares S&P 500 Value ETF | 0.76% | 50,621 | $9.7M | Add +0.1% |
| IBMO iShares Ibonds Dec 2026 Term | 0.66% | 329,799 | $8.4M | Add +4.4% |
| VNQ Vanguard Real Estate ETF | 0.66% | 93,427 | $8.3M | Add +7.8% |
| IBMP iShares Ibonds Dec 2027 Term | 0.59% | 297,290 | $7.5M | Add +8.5% |
| AON Aon PLC Class A | 0.59% | 20,748 | $7.5M | New |
| IBMN iShares Ibonds Dec 2025 Term | 0.57% | 269,710 | $7.2M | Add +4.0% |
| AMZN Amazon.com Inc. | 0.55% | 31,693 | $7.0M | Reduce -4.8% |
| IBHI iShares Ibonds 2029 TM HY Inc. | 0.53% | 287,115 | $6.7M | Add +141.7% |
| IEMG iShares Core MSCI Emerging | 0.51% | 124,170 | $6.5M | Reduce -8.6% |
| MSFT Microsoft Corp. | 0.50% | 15,154 | $6.4M | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.49% | 140,704 | $6.2M | Reduce -10.2% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.47% | 235,060 | $5.9M | Add +8.7% |
| AFL Aflac Inc. | 0.43% | 52,905 | $5.5M | No change |
| IJH iShares Core S&P Midcap ETF | 0.43% | 86,700 | $5.4M | Add +0.9% |
| GOOG Alphabet Inc. Class C | 0.42% | 28,248 | $5.4M | Add +0.0% |
| IBHE iShares Ibonds 2025 H/Y Inc. | 0.40% | 218,140 | $5.1M | Add +23.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 10,201 | $4.6M | No change |
| EEM iShares MSCI Emerging Market | 0.36% | 109,143 | $4.6M | Reduce -2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 7,650 | $4.5M | Add +0.5% |
| AOR iShares Core 60/40 Balanced | 0.35% | 77,369 | $4.4M | Add +0.4% |
| AOS Smith (a.o.) Corp. | 0.32% | 58,604 | $4.0M | Reduce -0.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.29% | 107,233 | $3.7M | Add +1.4% |
| META Meta Platforms Inc. Class A | 0.26% | 5,614 | $3.3M | Reduce -0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 6,083 | $3.1M | Reduce -9.8% |
| HD Home Depot Inc. | 0.23% | 7,650 | $3.0M | Add +0.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.23% | 33,160 | $2.9M | Add +0.1% |
| IBHJ Ishrs Ibds 2030 HY & Inc. ETF | 0.21% | 100,257 | $2.6M | Add +652.7% |
| GOOGL Alphabet Inc. Class A | 0.20% | 13,340 | $2.5M | Add +0.0% |
| KO The Coca-Cola Co. | 0.19% | 38,403 | $2.4M | Add +0.0% |
| GRC Gorman-Rupp Co. | 0.18% | 61,116 | $2.3M | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.16% | 29,309 | $2.0M | Add +9.5% |
| XOM Exxon Mobil Corp. | 0.15% | 18,107 | $1.9M | Reduce -12.1% |
| SO The Southern Co. | 0.15% | 23,528 | $1.9M | Add +0.0% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.15% | 12,305 | $1.9M | Add +0.7% |
| VT Vanguard Tot World STK ETF | 0.15% | 16,168 | $1.9M | Reduce -0.1% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 81,375 | $1.9M | No change |
| PNFP Pinnacle Financial Partners | 0.14% | 15,571 | $1.8M | Add +0.0% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.13% | 67,329 | $1.7M | New |
| BX Blackstone Inc. | 0.13% | 9,657 | $1.7M | Add +0.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.13% | 69,381 | $1.7M | Add +496.6% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.13% | 68,630 | $1.6M | No change |
| JPM JPMorgan Chase & Co. | 0.13% | 6,726 | $1.6M | Reduce -5.3% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.13% | 64,367 | $1.6M | Add +449.9% |
| NVDA Nvidia Corp. | 0.12% | 11,621 | $1.6M | Add +4.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.12% | 33,820 | $1.5M | Add +1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 12,771 | $1.4M | No change |
| LLY Eli Lilly & Co. | 0.11% | 1,800 | $1.4M | No change |
| SMBK Smartfinancial Inc. | 0.11% | 44,298 | $1.4M | No change |
| COST Costco Wholesale Corp. | 0.11% | 1,481 | $1.4M | Reduce -9.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.10% | 14,483 | $1.3M | Add +0.1% |
| ORCL Oracle Corp. | 0.10% | 7,263 | $1.2M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 5,316 | $1.2M | Add +0.2% |
| XLV SS Health Care Select Sector | 0.09% | 8,122 | $1.1M | No change |
| DFUV Dimensional US Marketwide Va | 0.09% | 26,473 | $1.1M | Add +0.2% |
| JNJ Johnson & Johnson | 0.08% | 6,766 | $978K | Add +15.6% |
| SHOP Shopify Inc. Class A | 0.07% | 8,950 | $952K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 21,383 | $940K | Reduce -0.9% |
| V Visa Inc. Class A | 0.07% | 2,925 | $925K | No change |
| MA Mastercard Inc. Class A | 0.07% | 1,736 | $914K | No change |
| NONOF Novo Nordisk A/S-B | 0.07% | 10,210 | $877K | New |
| MRK Merck & Co. Inc. | 0.07% | 8,786 | $874K | Reduce -1.1% |
| BA The Boeing Co. | 0.07% | 4,854 | $859K | Add +11.5% |
| CVX Chevron Corp. | 0.07% | 5,842 | $846K | Add +3.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 2,892 | $838K | Reduce -1.2% |
| WMT Walmart Inc. | 0.07% | 9,233 | $834K | Add +8.8% |
| IWF iShares Russell 1000 Growth | 0.06% | 2,051 | $824K | Add +1.1% |
| SYY Sysco Corp. | 0.06% | 10,615 | $812K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.06% | 26,652 | $792K | No change |
| GE General Electric filed as GE AEROSPACE | 0.06% | 4,570 | $762K | No change |
| TSLA Tesla Inc. | 0.06% | 1,827 | $738K | Reduce -8.1% |
| PFF iShares Preferred & Income S | 0.06% | 22,916 | $720K | Reduce -2.4% |
| CSCO Cisco Systems Inc. | 0.06% | 12,162 | $720K | Add +4.3% |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 3,670 | $719K | Reduce -0.2% |
| IBIT iShares Bitcoin Trust ETF | 0.06% | 13,525 | $718K | Add +1.2% |
| AMD Advanced Micro Devices | 0.05% | 5,691 | $687K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.05% | 13,367 | $684K | Add +0.7% |
| IBDR iShares Ibonds Dec 2026 Term | 0.05% | 28,350 | $682K | New |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.05% | 19,867 | $660K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| HCA HCA Healthcare Inc. | Reduce -2.2% | 1.07% | −0.41 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.5% | 3.11% | −0.37 |
| EFA iShares MSCI Eafe ETF | Reduce -0.8% | 3.00% | −0.36 |
| VEA Vanguard Ftse Developed ETF | Reduce -7.4% | 1.50% | −0.29 |
| HDV iShares Core High Dividend E | Reduce -0.1% | 4.11% | −0.21 |
| IBMM iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.20 |
| ICF iShares Select U.S. REIT ETF | Reduce -4.4% | 1.30% | −0.19 |
| IBHD iShares Ibonds 2024 H/Y Inc. | Sold out | 0.00% | −0.15 |
| IEMG iShares Core MSCI Emerging | Reduce -8.6% | 0.51% | −0.10 |
| VWO Vanguard Ftse Emerging Marke | Reduce -10.2% | 0.49% | −0.10 |
| AOS Smith (a.o.) Corp. | Reduce -0.6% | 0.32% | −0.10 |
| SSB Southstate Bank Corp. | Sold out | 0.00% | −0.08 |
| IDU iShares US Utilities ETF | Reduce -2.1% | 0.86% | −0.07 |
| EEM iShares MSCI Emerging Market | Reduce -2.7% | 0.36% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -12.1% | 0.15% | −0.04 |
| AOA iShares Core 80/20 Aggressiv | Reduce -1.1% | 0.83% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.2% | 1.40% | −0.03 |
| MU Micron Technology Inc. | Reduce -22.6% | 0.04% | −0.03 |
| IYR iShares US Real Estate ETF | Sold out | 0.00% | −0.02 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.02 |
| DOW Dow Inc. | Sold out | 0.00% | −0.02 |
| INTC Intel Corp. | Sold out | 0.00% | −0.02 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.02 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.02 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.02 |
| ARCC Ares Capital Corp. | Sold out | 0.00% | −0.02 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.02 |
| CFO Victoryshares US 500 Enhance | Sold out | 0.00% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -9.8% | 0.25% | −0.02 |
| NSRGF Nestle SA-Reg | Reduce -2.1% | 0.05% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -1.1% | 0.07% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -9.2% | 0.11% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.5% | 0.93% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -5.4% | 0.02% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -1.6% | 0.04% | −0.01 |
| RTX RTX Corp. | Reduce -8.6% | 0.03% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -2.4% | 0.06% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Reduce -7.1% | 0.05% | −0.00 |
| VT Vanguard Tot World STK ETF | Reduce -0.1% | 0.15% | −0.00 |
| ORCL Oracle Corp. | Reduce -0.1% | 0.10% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -1.9% | 1.12% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.2% | 0.06% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.2% | 0.07% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.5% | 0.04% | +0.00 |
| META Meta Platforms Inc. Class A | Reduce -0.9% | 0.26% | +0.00 |
| XYZ Block Inc. | Reduce -11.0% | 0.03% | +0.00 |
| GM General Motors Co. | Reduce -0.2% | 0.03% | +0.00 |
| CRM Salesforce Inc. | Reduce -4.9% | 0.04% | +0.01 |
| BAC Bank of America Corp. | Reduce -0.9% | 0.07% | +0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| AON Aon PLC Class A | New | 0.59% | +0.59 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +102.7% | 0.78% | +0.39 |
| IBHG iShares Ibonds 2027 HY Inc. | Add +55.7% | 0.95% | +0.33 |
| IBHH iShares Ibonds 2028 TM HY Inc. | Add +70.7% | 0.79% | +0.32 |
| IBHI iShares Ibonds 2029 TM HY Inc. | Add +141.7% | 0.53% | +0.31 |
| IBHJ Ishrs Ibds 2030 HY & Inc. ETF | Add +652.7% | 0.21% | +0.18 |
| IBMR iShares Ibonds Dec 2029 M BD | New | 0.13% | +0.13 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +496.6% | 0.13% | +0.11 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +449.9% | 0.13% | +0.10 |
| VYM Vanguard High DVD Yield ETF | Add +6.5% | 1.41% | +0.08 |
| IBHE iShares Ibonds 2025 H/Y Inc. | Add +23.2% | 0.40% | +0.07 |
| IWM iShares Russell 2000 ETF | Add +0.8% | 12.45% | +0.07 |
| NONOF Novo Nordisk A/S-B | New | 0.07% | +0.07 |
| IBDR iShares Ibonds Dec 2026 Term | New | 0.05% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 0.42% | +0.05 |
| SNOW Snowflake Inc. | New | 0.04% | +0.04 |
| IBMP iShares Ibonds Dec 2027 Term | Add +8.5% | 0.59% | +0.04 |
| IBMQ iShares Ibonds Dec 2028 Muni | Add +8.7% | 0.47% | +0.03 |
| SMCI Super Micro Computer Inc. | New | 0.03% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +0.0% | 0.20% | +0.02 |
| IBMO iShares Ibonds Dec 2026 Term | Add +4.4% | 0.66% | +0.02 |
| PNFP Pinnacle Financial Partners | Add +0.0% | 0.14% | +0.02 |
| IBMN iShares Ibonds Dec 2025 Term | Add +4.0% | 0.57% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +1.2% | 0.06% | +0.02 |
| AVGO Broadcom Inc. | New | 0.02% | +0.02 |
| IBTI iShares Ibonds Dec 2028 Term | New | 0.02% | +0.02 |
| EPD Enterprise Products Partners | New | 0.02% | +0.02 |
| FBK FB Financial Corp. | New | 0.02% | +0.02 |
| DE Deere & Co. | New | 0.02% | +0.02 |
| LUV Southwest Airlines Co. | New | 0.02% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +9.5% | 0.16% | +0.02 |
| NVDA Nvidia Corp. | Add +4.5% | 0.12% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.02% | +0.02 |
| GPN Global Payments Inc. | New | 0.02% | +0.02 |
| VTWO Vanguard Russell 2000 ETF | Add +1.9% | 1.05% | +0.02 |
| OEF iShares S&P 100 ETF | New | 0.02% | +0.02 |
| TMFC Motley Fool 100 Index ETF | New | 0.02% | +0.02 |
| BA The Boeing Co. | Add +11.5% | 0.07% | +0.02 |
| BX Blackstone Inc. | Add +0.0% | 0.13% | +0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.1% | 0.23% | +0.01 |
| WMT Walmart Inc. | Add +8.8% | 0.07% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.5% | 0.35% | +0.01 |
| CSCO Cisco Systems Inc. | Add +4.3% | 0.06% | +0.01 |
| PG The Procter & Gamble Co. | Add +38.6% | 0.03% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +1.1% | 0.06% | +0.00 |
| QQQM Invesco Nasdaq 100 ETF | Add +12.7% | 0.02% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.9% | 0.43% | +0.00 |
| JNJ Johnson & Johnson | Add +15.6% | 0.08% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +0.2% | 0.03% | +0.00 |
| TFC Truist Financial Corp. | Add +3.9% | 0.03% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 243 | $1.8B | IVV, RSP, IWM, HDV, IEFA |
| Q1 2026 | 230 | $1.6B | IVV, RSP, IWM, HDV, IEFA |
| Q4 2025 | 222 | $1.6B | IVV, RSP, IWM, HDV, IEFA |
| Q3 2025 | 236 | $1.6B | IVV, RSP, IWM, HDV, IEFA |
| Q2 2025 | 214 | $1.4B | IVV, RSP, IWM, HDV, IEFA |
| Q1 2025 | 201 | $1.3B | IVV, RSP, IWM, HDV, IEFA |
| Q4 2024 | 198 | $1.3B | IVV, RSP, IWM, HDV, IEFA |
| Q3 2024 | 195 | $1.3B | IVV, RSP, IWM, HDV, IEFA |
| Q2 2024 | 187 | $1.2B | IVV, RSP, IWM, HDV, EFA |
| Q1 2024 | 186 | $1.2B | IVV, RSP, IWM, HDV, EFA |