Leavell Investment Management, Inc. Portfolio Holdings
Leavell Investment Management, Inc.
- $1.98 Billion
- Q1 2025
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 Market Cap. of $10 Billions to $200 Billions
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