Lbmc Investment Advisors, LLC Reduced Holdings in Q3 2025

Lbmc Investment Advisors, LLC

  • $1.53 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
-4.53K
- 28.2%
$128.41 - $138.03 $582K - $626K
11.5K $1.59M
XOM
Exxon Mobil Corp

Energy
-4.03K
- 22.15%
$105.83 - $117.22 $426K - $472K
14.1K $1.59M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.53K
- 10.1%
$62.09 - $66.51 $467K - $501K
67K $4.37M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-9.37K
- 3.41%
$26.71 - $26.81 $250K - $251K
265K $7.11M
MCD
Mcdonalds Corp

Consumer Cyclical
-717
- 39.81%
$291.67 - $316.99 $209K - $227K
1.08K $329K
KO
Coca Cola CO

Consumer Defensive
-154
- 0.4%
$65.67 - $71.67 $10.1K - $11K
38.7K $2.57M
DIS
Walt Disney CO

Communication Services
-50
- 0.39%
$112.25 - $124.0 $5.61K - $6.2K
12.7K $1.46M
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.95K
- 24.52%
$30.67 - $32.13 $121K - $127K
12.1K $383K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-9.3K
- 11.71%
$24.46 - $26.5 $227K - $246K
70.1K $1.85M
FNDF
Schwab Fundamental Intl Large

ETFs
-3.38K
- 17.14%
$39.84 - $43.15 $134K - $146K
16.3K $701K
CTVA
Corteva, Inc.

Basic Materials
-641
- 15.16%
$67.08 - $77.12 $43K - $49.4K
3.59K $242K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.01K
- 15.14%
$21.69 - $23.34 $87K - $93.6K
22.5K $523K
META
Meta Platforms, Inc.

Communication Services
-50
- 0.84%
$695.21 - $791.73 $34.8K - $39.6K
5.91K $4.34M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.7K
- 18.7%
$25.29 - $28.33 $93.5K - $105K
16.1K $448K
CRM
Salesforce, Inc.

Technology
-38
- 3.56%
$231.66 - $273.65 $8.8K - $10.4K
1.03K $243K
VIG
Vanguard Dividend Appreciation

ETFs
-237
- 6.1%
N/A
3.65K $665K
SNPS
Synopsys Inc

Technology
-35
- 3.23%
$387.78 - $645.35 $13.6K - $22.6K
1.05K $517K
IEMG
Ishares Inc

ETFs
-626
- 0.56%
N/A
112K $6.01M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-372
- 5.02%
$78.11 - $79.07 $29.1K - $29.4K
7.04K $555K
IDV
Ishares Tr

ETFs
-1.59K
- 9.13%
$34.54 - $37.28 $54.7K - $59.1K
15.8K $583K
ICF
Ishares Tr

ETFs
-2.16K
- 0.84%
$59.57 - $62.89 $128K - $136K
254K $15.6M
PG
Procter & Gamble CO

Consumer Defensive
-10
- 0.43%
$150.47 - $161.22 $1.5K - $1.61K
2.32K $356K
VZ
Verizon Communications Inc

Communication Services
-306
- 5.46%
$40.84 - $45.06 $12.5K - $13.8K
5.3K $232K
DD
Du Pont De Nemours, Inc.

Basic Materials
-641
- 15.16%
$69.9 - $78.26 $44.8K - $50.2K
3.59K $279K
T
At&T Inc.

Communication Services
-9
- 0.08%
$26.94 - $29.62 $242 - $267
10.9K $308K
LUV
Southwest Airlines CO

Industrials
-122
- 1.89%
$29.06 - $37.7 $3.55K - $4.6K
6.34K $202K
F
Ford Motor CO

Consumer Cyclical
-1.48K
- 11.11%
$10.82 - $12.09 $16K - $17.8K
11.8K $141K
PFE
Pfizer Inc

Healthcare
-836
- 5.56%
$23.29 - $25.88 $19.5K - $21.6K
14.2K $361K
SO
Southern CO

Utilities
-873
- 2.98%
$90.83 - $96.0 $79.3K - $83.8K
28.4K $2.69M
FNDX
Schwab Fundamental U S Large C

ETFs
-4.01K
- 6.37%
$24.38 - $26.34 $97.7K - $106K
58.9K $1.55M
NEE
Nextera Energy Inc

Utilities
-81
- 1.53%
$69.77 - $77.54 $5.65K - $6.28K
5.22K $393K
PEP
Pepsico Inc

Consumer Defensive
-41
- 1.05%
$133.81 - $152.16 $5.49K - $6.24K
3.85K $540K
COP
Conocophillips

Energy
-34
- 0.52%
$91.0 - $98.99 $3.09K - $3.37K
6.56K $620K
PSX
Phillips 66

Energy
-16
- 0.64%
$118.37 - $139.46 $1.89K - $2.23K
2.47K $336K
CVX
Chevron Corp

Energy
-15
- 0.25%
$145.57 - $161.83 $2.18K - $2.43K
5.97K $926K
INTC
Intel Corp

Technology
-1K
- 10.41%
$19.31 - $35.5 $19.3K - $35.5K
8.6K $288K
JNJ
Johnson & Johnson

Healthcare
-375
- 5.23%
$155.17 - $185.42 $58.2K - $69.5K
6.8K $1.26M
BX
Blackstone Inc.

Financial Services
-168
- 1.74%
$152.77 - $188.68 $25.7K - $31.7K
9.49K $1.62M
HD
Home Depot, Inc.

Consumer Cyclical
-6
- 0.08%
$357.4 - $423.42 $2.14K - $2.54K
7.69K $3.12M
AOA
Ishares Tr Core Aggressive All

ETFs
-3.22K
- 2.39%
$82.71 - $88.14 $266K - $284K
132K $11.6M
EEM
Ishares Msci Emerging Markets

ETFs
-1.91K
- 1.88%
$48.07 - $53.4 $91.7K - $102K
99.3K $5.3M
IVE
Ishares S&P 500 Value ETF

ETFs
-144
- 0.32%
$194.44 - $206.51 $28K - $29.7K
44.3K $9.14M
IDU
Ishares Tr U S Utils ETF

ETFs
-2.14K
- 1.89%
$103.7 - $111.17 $221K - $237K
111K $12.3M
VO
Vanguard Mid Cap ETF

ETFs
-113
- 0.25%
$279.83 - $293.74 $31.6K - $33.2K
44.4K $13M
VTWO
Vanguard Russell 2000 ETF

ETFs
-11.2K
- 6.93%
$86.92 - $99.32 $978K - $1.12M
151K $14.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-245
- 0.17%
$49.43 - $54.52 $12.1K - $13.4K
141K $7.63M
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.3K
- 4.12%
$108.97 - $121.65 $577K - $644K
123K $14.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-33
- 0.13%
$567.77 - $614.76 $18.7K - $20.3K
25.8K $15.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-8.77K
- 1.77%
$87.29 - $93.61 $766K - $821K
487K $45.5M
Activity Summary
Buys All Purchases 105 New Holdings 29 Increased Positions 76 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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