MondegarAI
LBMC INVESTMENT ADVISORS, LLC

Q4 2024 · 13F-HR

LBMC INVESTMENT ADVISORS, LLCholdings as filed

Filed 2025-01-16 · accession 0001214659-25-000798

$1.27B
Reported value
198
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVIshares TRUST S&P 500$260.6M20.5%442,744CommonNONE
46137V357RSPInvesco S&P 500 Eql Wgt$235.3M18.5%1,342,693CommonNONE
464287655IWMIshares Russell 2000$158.0M12.4%714,873CommonNONE
46429B663HDVIshares Msci ETF High Dividend Equity Fund$52.1M4.11%464,338CommonNONE
46432F842IEFAIshares Core Msci Eafe$39.4M3.11%560,749CommonNONE
464287465EFAIshares Tr MSCI EAFE Fd$38.1M3.00%504,142CommonNONE
464287168DVYIshares Tr Dow Jones Select Divid Index$30.7M2.42%233,853CommonNONE
921943858VEAVanguard Europe Pac Etf$19.0M1.50%398,218CommonNONE
921946406VYMVanguard High Div ETF$17.8M1.41%139,832CommonNONE
464287804IJRIshares Tr S&P Smallcap$17.7M1.40%153,804CommonNONE
464287564ICFIshares Cohen Steers REIT$16.5M1.30%273,271CommonNONE
037833100AAPLApple Computer Inc$15.4M1.22%61,645CommonNONE
464287309IVWIshares Tr S&P 500/ Barra Growth Index$14.3M1.13%141,307CommonNONE
922908363VOOVanguard S&P 500 Etf$14.2M1.12%26,421CommonNONE
40412C101HCAHca The Healthcare Co$13.5M1.07%45,135CommonNONE
92206C664VTWOVanguard Russell 2000$13.3M1.05%148,917CommonNONE
46436E478IBHGiShares iBonds 2027 Term High Yield and Income ETF$12.0M0.95%540,414CommonNONE
922908629VOVanguard Mid Cap$11.8M0.93%44,524CommonNONE
464287697IDUIshares Tr Dj US Utils$10.9M0.86%113,636CommonNONE
464289859AOAIshares Tr S&P Aggressive$10.5M0.83%137,655CommonNONE
46436E387IBHHiShares iBonds 2028 Term High Yield and Income ETF$10.0M0.79%428,185CommonNONE
46436E528IBHFiShares iBonds 2026 Term High Yield and Income ETF$10.0M0.78%429,875CommonNONE
464287408IVEIshares Tr S&P 500/ Value Index Fd$9.7M0.76%50,621CommonNONE
46435U259IBMOiShares iBonds Dec 2026 Term Muni Bond ETF$8.4M0.66%329,799CommonNONE
922908553VNQVanguard REIT$8.3M0.66%93,427CommonNONE
46435U283IBMPiShares iBonds Dec 2027 Term Muni Bond ETF$7.5M0.59%297,290CommonNONE
G0403H108AONA O N Plc$7.5M0.59%20,748CommonNONE
46435U432iShares iBonds Dec 2025 Term Muni Bond ETF$7.2M0.57%269,710CommonNONE
023135106AMZNAmazon Com Inc$7.0M0.55%31,693CommonNONE
46436E379IBHIiShares iBonds 2029 Term High Yield and Income ETF$6.7M0.53%287,115CommonNONE
46434G103IEMGIshares Core Msci$6.5M0.51%124,170CommonNONE
594918104MSFTMicrosoft Corp$6.4M0.50%15,154CommonNONE
922042858VWOVanguard Emerging Market$6.2M0.49%140,704CommonNONE
46435U325IBMQiShares iBonds Dec 2028 Term Muni Bond ETF$5.9M0.47%235,060CommonNONE
001055102AFLA F L A C Inc$5.5M0.43%52,905CommonNONE
464287507IJHIshares Tr S&P Midcap$5.4M0.43%86,700CommonNONE
02079K107GOOGGoogle Inc Class C$5.4M0.42%28,248CommonNONE
46435U168IBHEiShares iBonds 2025 Term High Yield and Income ETF$5.1M0.40%218,140CommonNONE
084670702BRK/BBerkshire Hathaway Cl B$4.6M0.36%10,201CommonNONE
464287234EEMIshares MSCI Emrg Mkt Fd$4.6M0.36%109,143CommonNONE
78462F103SPYS P D R TRUST Unit SR$4.5M0.35%7,650CommonNONE
464289867AORIshares Tr S&P Allocation Fd$4.4M0.35%77,369CommonNONE
831865209AOSSmith A O$4.0M0.32%58,604CommonNONE
78463X889SPDWSPDR Portfolio Developed Wld ex-US ETF$3.7M0.29%107,233CommonNONE
30303M102METAFacebook Inc Class A$3.3M0.26%5,614CommonNONE
46090E103QQQNasdaq 100 Shares$3.1M0.25%6,083CommonNONE
437076102HDHome Depot Inc$3.0M0.23%7,650CommonNONE
78464A409SPYGSpdr S&P 500 Growth Etf$2.9M0.23%33,160CommonNONE
46436E122IBHJiShares iBonds 2030 Term High Yield and Income ETF$2.6M0.21%100,257CommonNONE
02079K305GOOGLGoogle Inc Cl A$2.5M0.20%13,340CommonNONE
191216100KOCoca Cola Company$2.4M0.19%38,403CommonNONE
383082104GRCGorman Rupp Co Com$2.3M0.18%61,116CommonNONE
78464A854SPYMSPDR Portfolio S&P 500 ETF$2.0M0.16%29,309CommonNONE
30231G102XOMExxon Mobil Corporation$1.9M0.15%18,107CommonNONE
842587107SOThe Southern Company$1.9M0.15%23,528CommonNONE
78468R812QUSSPDR MSCI USA StrategicFactors ETF$1.9M0.15%12,305CommonNONE
922042742VTVanguard Total World$1.9M0.15%16,168CommonNONE
808524201SCHXSchw US Lcap Etf$1.9M0.15%81,375CommonNONE
72346Q104Pinnancle Finl Partners Inc$1.8M0.14%15,571CommonNONE
46436E163IBMRiShares iBonds Dec 2029 Term Muni Bond ETF$1.7M0.13%67,329CommonNONE
09260D107BXBlackstone Group LP$1.7M0.13%9,657CommonNONE
46435UAA9IBDSiShares iBonds Dec 2027 Term Corp ETF$1.7M0.13%69,381CommonNONE
808524771FNDXSchwab Fundamental US$1.6M0.13%68,630CommonNONE
46625H100JPMJ P Morgan Chase & Co$1.6M0.13%6,726CommonNONE
46435U515IBDTiShares iBonds Dec 2028 Term Corp ETF$1.6M0.13%64,367CommonNONE
67066G104NVDANVIDIA Corp$1.6M0.12%11,621CommonNONE
78468R853SPSMSPDR Portfolio S&P 600 Sm Cap ETF$1.5M0.12%33,820CommonNONE
254687106DISDisney Walt Hldg Co$1.4M0.11%12,771CommonNONE
532457108LLYLilly Eli & Company$1.4M0.11%1,800CommonNONE
83190L208SMBKSmartfinancial Inc$1.4M0.11%44,298CommonNONE
22160K105COSTCostco Whsl Corp New$1.4M0.11%1,481CommonNONE
464287606IJKIshares S&P Midcap$1.3M0.10%14,483CommonNONE
68389X105ORCLOracle Corporation$1.2M0.10%7,263CommonNONE
459200101IBMIntl Business Machines$1.2M0.09%5,316CommonNONE
81369Y209XLVSector Spdr Health Fund$1.1M0.09%8,122CommonNONE
25434V724DFUVDFA Tax-Managed US Marketwide Value II$1.1M0.09%26,473CommonNONE
478160104JNJJohnson & Johnson$978,4820.08%6,766CommonNONE
82509L107SHOPShopify Inc$951,6540.07%8,950CommonNONE
060505104BACBank Of America Corp$939,7940.07%21,383CommonNONE
92826C839VVisa Inc Cl A$924,5540.07%2,925CommonNONE
57636Q104MAMastercard Inc$914,3020.07%1,736CommonNONE
K72807140NONOFNovo Nordisk A/S B$877,0080.07%10,210CommonNONE
58933Y105MRKMerck & Co Inc$874,0310.07%8,786CommonNONE
097023105BABoeing Co$859,1580.07%4,854CommonNONE
166764100CVXChevrontexaco Corp$846,1550.07%5,842CommonNONE
922908769VTIVanguard Total Stock Mkt$838,2430.07%2,892CommonNONE
931142103WMTWal-Mart Stores Inc$834,1810.07%9,233CommonNONE
464287614IWFIshares Tr Russell$823,5930.06%2,051CommonNONE
871829107SYYSysco Corporation$811,6230.06%10,615CommonNONE
808524763FNDASch Fnd US Sm Etf$791,5640.06%26,652CommonNONE
369604301GEGeneral Electric Company$762,3020.06%4,570CommonNONE
88160R101TSLATesla Motors Inc$737,8160.06%1,827CommonNONE
464288687PFFIshares S&P U S Pfd Fund$720,4810.06%22,916CommonNONE
17275R102CSCOCisco Systems Inc$719,9700.06%12,162CommonNONE
921908844VIGVanguard Div Appreciation$718,7420.06%3,670CommonNONE
46438F101IBITiShares Bitcoin Trust ETF$717,5010.06%13,525CommonNONE
007903107AMDAdvanced Micro Devic$687,4160.05%5,691CommonNONE
78464A508SPYVSPDR Portfolio S&P 500 Value ETF$683,5880.05%13,367CommonNONE
46435GAA0IBDRiShares iBonds Dec 2026 Term Corp ETF$682,3850.05%28,350CommonNONE
808524755FNDFSchwab Fundamental Inl$659,7830.05%19,867CommonNONE
H57312649NSRGFNestle Sa Ord$643,7040.05%7,945CommonNONE
693475105PNCPnc Finl Services Gp Inc$636,8580.05%3,302CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN FUND$631,8370.05%7,745CommonNONE
20825C104COPConocophillips$601,4200.05%6,065CommonNONE
78433H204FIS CHRISTIAN STOCK FUND ETF$599,6320.05%20,780CommonNONE
713448108PEPPepsico Incorporated$598,8560.05%3,938CommonNONE
921937827BSVVanguard Short Term Bd Index$592,7590.05%7,671CommonNONE
60937P106MDBMongodb Inc Cl A$582,0250.05%2,500CommonNONE
595112103MUMicron Technology Inc$571,4460.05%6,790CommonNONE
78467X109DIASpdr Dow Jones$550,4010.04%1,294CommonNONE
89845Y107TRUXTruxton Corp$542,3460.04%7,329CommonNONE
871607107SNPSSynopsys Inc$525,6450.04%1,083CommonNONE
79466L302CRMSalesforce Com$523,5610.04%1,566CommonNONE
016255101ALGNAlign Technology Inc$521,2750.04%2,500CommonNONE
580135101MCDMc Donalds Corp$520,1190.04%1,794CommonNONE
464288448IDVIshares Tr Dow Jones$518,2250.04%18,927CommonNONE
808524607SCHASchw US Scap Etf$515,9200.04%19,951CommonNONE
00287Y109ABBVAbbvie Inc$514,6080.04%2,896CommonNONE
808524805SCHFSchw Intl Eq Etf$493,5430.04%26,678CommonNONE
833445109SNOWSnowflake Cl A Ord$487,9360.04%3,160CommonNONE
949746101WMT2Wells Fargo & Co New$477,4560.04%6,797CommonNONE
25434V609DFATDfa Tax Managed US Small$473,8230.04%8,513CommonNONE
718172109PMPhilip Morris Intl Inc$458,4920.04%3,810CommonNONE
31428X106FDXFedex Corporation$448,1830.04%1,593CommonNONE
110122108BMYBristol-Myers Squibb Co$445,9730.04%7,885CommonNONE
7591EP100RFRegions Financial Cp New$435,5270.03%18,517CommonNONE
75513E101RTXRaytheon Technologies Ord$428,0960.03%3,699CommonNONE
049560105ATOAtmos Energy Corp$417,2530.03%2,996CommonNONE
910047109UALUnited Continental Holdings Inc Com Usd0$414,3260.03%4,267CommonNONE
032654105ADIAnalog Devices Inc$401,9740.03%1,892CommonNONE
140501107CSWCCapital Southwest Corp$398,2150.03%18,250CommonNONE
717081103PFEPfizer Incorporated$391,5230.03%14,758CommonNONE
56035L104MAINMain Street Capital Corp$386,6280.03%6,600CommonNONE
74347R206QLDProShares Ultra QQQ$384,9330.03%3,556CommonNONE
65339F101NEENextera Energy Inc$379,8140.03%5,298CommonNONE
902973304USBU S Bancorp Del New$379,0330.03%7,925CommonNONE
149123101CATCaterpillar Inc$375,8190.03%1,036CommonNONE
36828A101GEVGe Vernova Llc Com$374,6510.03%1,139CommonNONE
G8994E103TTTrane Technologies PLC$369,3500.03%1,000CommonNONE
89832Q109TFCTruist Finl Corp Com$365,0420.03%8,415CommonNONE
742718109PGProcter & Gamble Co$361,1180.03%2,154CommonNONE
02072L102QVALAlpha Architect US Quantitative Val ETF$357,1200.03%8,000CommonNONE
177835105CHCOCity Holding Co$355,4400.03%3,000CommonNONE
46137V241SPHQInvesco S&P 500 Quality ETF$350,5670.03%5,230CommonNONE
78464A763SDYSpdr S&P Dividend Etf$350,1340.03%2,651CommonNONE
26441C204DUKDuke Energy Corporation$349,2140.03%3,241CommonNONE
V7780T103RCLRoyal Carribean Cruisesf$346,0350.03%1,500CommonNONE
86800U302SMCISuper Micro Computer Inc$344,4240.03%11,300CommonNONE
92204A702VGTVanguard Information Technology ETF$343,7140.03%553CommonNONE
852234103XYZSquare Inc Cl A$343,5300.03%4,042CommonNONE
37045V100GMGeneral Motors Corp$341,1410.03%6,404CommonNONE
316773100FITBFifth Third Bancorp$338,2400.03%8,000CommonNONE
78463X509SPEMSPDR S&P Emerging Markets ETF$327,6080.03%8,538CommonNONE
808513105SCHWThe Charles Schwab Corp$324,7560.03%4,388CommonNONE
26614N102DDDupont De Nemours Inc$322,3850.03%4,228CommonNONE
464287499IWRIshares Russell Index Fd$318,9290.03%3,608CommonNONE
46138G649QQQMInvesco NASDAQ 100 ETF$312,0970.02%1,483CommonNONE
91324P102UNHUnitedhealth Group Inc$309,5860.02%612CommonNONE
92206C771VMBSVanguard Mortgage Backed$306,6340.02%6,763CommonNONE
81369Y407XLYSector Spdr Consumer Fd$306,4620.02%1,366CommonNONE
78464A698KRESpdr S&P Regional$301,7500.02%5,000CommonNONE
70450Y103PYPLPaypal Holdings Inco$298,7250.02%3,500CommonNONE
78464A201SLYGSPDR S&P 600 Small Cap Growth ETF$297,0930.02%3,288CommonNONE
002824100ABTAbbott Laboratories$295,5110.02%2,613CommonNONE
744320102PRUPrudential Financial Inc$272,0400.02%2,295CommonNONE
718546104PSXPhillips$271,7380.02%2,385CommonNONE
780087102RYRoyal Bk Cda Montreal$271,6300.02%2,254CommonNONE
00206R102TA T & T Corp$268,2850.02%11,782CommonNONE
143658300CCL1EURCarnival Corp$266,8930.02%10,710CommonNONE
093671105HRBBlock H & R Incorporated$264,2000.02%5,000CommonNONE
808524730FNDESchwab Funda Emg Mkts$253,7520.02%8,735CommonNONE
438516106HONHoneywell International$247,1240.02%1,094CommonNONE
46571Y107IIIVi3 Verticals Inc$246,5280.02%10,700CommonNONE
58155Q103MCKMckesson Corporation$245,0610.02%430CommonNONE
808524748FNDCSchwab Fundamental Intl$241,0630.02%7,061CommonNONE
22052L104CTVACorteva Inc com$240,8270.02%4,228CommonNONE
714046109RVTYPerkinElmer Inc$238,0640.02%2,133CommonNONE
882508104TXNTexas Instruments Inc$232,7000.02%1,241CommonNONE
11135F101AVGOBroadcom Ltd$230,5530.02%994CommonNONE
46436E833IBTIiShares iBonds Dec 2028 Term Treasury ETF$230,5130.02%10,524CommonNONE
808524854SCHRSchwab Intermediate Term$226,3830.02%9,320CommonNONE
92343V104VZVerizon Communications$224,1760.02%5,606CommonNONE
025816109AXPAmerican Express Company$222,5930.02%750CommonNONE
293792107EPDEnterprise Products Pptns Lp$219,7400.02%7,007CommonNONE
30257X104FBKFB Financial Corp$219,6670.02%4,265CommonNONE
911312106UPSUnited Parcel Service B$218,8690.02%1,736CommonNONE
244199105DEDeere & Co$216,0870.02%510CommonNONE
844741108LUVSouthwest Airlines Co$215,9150.02%6,422CommonNONE
922908736VUGVanguard Growth$203,9890.02%497CommonNONE
37940X102GPNGlobal Pmts Inc Com$203,6130.02%1,817CommonNONE
74933W601TMFCRbb Fd Inc Motley Fol Etf$202,2440.02%3,364CommonNONE
464287101OEFIshares Tr S&P 100 Index$201,2070.02%697CommonNONE
345370860FFord Motor Company$129,1870.01%13,049CommonNONE
000000000Highlands Reit Inc Real Estate Invst Trust Marylan$6,5970.00%20,616CommonNONE
04943J100SALQFATLAS SALT ORD$4,2910.00%10,000CommonNONE
74373P108PVCTProvectus Pharmaceutical Inc$2,4020.00%20,000CommonNONE
45110Q104ICNMIcon Media Holdings Inc$300.00%100,000CommonNONE
553570102MSGI Security Solutions Inc (NV)$050,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.