Leavell Investment Management, Inc. Portfolio Holdings
Leavell Investment Management, Inc.
- $1.71 Billion
- Q1 2024
Leavell Investment Management, Inc. has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.71 Billion distributed in 476 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $105M, Vanguard Mega Cap ETF with a value of $77.7M, Apple Inc. with a value of $41.3M, Vanguard Mid Cap ETF with a value of $40.7M, and Microsoft Corp with a value of $35.5M.
Examining the 13F form we can see an increase of $156M in the current position value, from $1.56B to 1.71B.
Below you can find more details about Leavell Investment Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.71 Billion
ETFs: $851 Million
Technology: $238 Million
Financial Services: $157 Million
Industrials: $93.1 Million
Healthcare: $91.2 Million
Consumer Cyclical: $61.9 Million
Energy: $58.3 Million
Consumer Defensive: $52.9 Million
Other: $110 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 476
- Current Value $1.71 Billion
- Prior Value $1.56 Billion
- Filing
- Period Q1 2024
- Filing Date April 24, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 21 stocks
- Additional Purchases 179 stocks
- Sold out of 0 stocks
- Reduced holdings in 188 stocks