Leavell Investment Management, Inc. has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.98 Billion distributed in 553 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $110M, Vanguard Mega Cap ETF with a value of $96.9M, Apple Inc. with a value of $57.1M, Vanguard Mid Cap ETF with a value of $47.1M, and Vanguard Mega Cap Growth ETF with a value of $36.9M.

Examining the 13F form we can see an decrease of $21.2M in the current position value, from $2.01B to 1.98B.

Below you can find more details about Leavell Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.98 Billion
ETFs: $1.02 Billion
Technology: $261 Million
Financial Services: $191 Million
Industrials: $96.5 Million
Healthcare: $89.1 Million
Consumer Cyclical: $71.6 Million
Energy: $62 Million
Consumer Defensive: $58.5 Million
Other: $133 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 553
  • Current Value $1.98 Billion
  • Prior Value $2.01 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 31 stocks
  • Additional Purchases 271 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 174 stocks
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