Leavell Investment Management, Inc. Portfolio Holdings
Leavell Investment Management, Inc.
- $2.01 Billion
- Q4 2024
Leavell Investment Management, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.01 Billion distributed in 538 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $139M, Vanguard Mega Cap ETF with a value of $100M, Apple Inc. with a value of $64.4M, Vanguard Mid Cap ETF with a value of $46.4M, and Vanguard Mega Cap Growth ETF with a value of $39.8M.
Examining the 13F form we can see an increase of $30.3M in the current position value, from $1.98B to 2.01B.
Below you can find more details about Leavell Investment Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$2.01 Billion
ETFs: $1 Billion
Technology: $304 Million
Financial Services: $189 Million
Industrials: $101 Million
Healthcare: $84.7 Million
Consumer Cyclical: $76.3 Million
Energy: $58.4 Million
Consumer Defensive: $57.2 Million
Other: $130 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 538
- Current Value $2.01 Billion
- Prior Value $1.98 Billion
- Filing
- Period Q4 2024
- Filing Date January 29, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 26 stocks
- Additional Purchases 241 stocks
- Sold out of 0 stocks
- Reduced holdings in 161 stocks