Leavell Investment Management, Inc. Portfolio Holdings
Leavell Investment Management, Inc.
- $1.98 Billion
- Q3 2024
Leavell Investment Management, Inc. has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.98 Billion distributed in 536 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $128M, Vanguard Mega Cap ETF with a value of $94M, Apple Inc. with a value of $60.4M, Vanguard Mid Cap ETF with a value of $45.5M, and Microsoft Corp with a value of $39.3M.
Examining the 13F form we can see an increase of $187M in the current position value, from $1.79B 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: $984 Million
Technology: $291 Million
Financial Services: $177 Million
Industrials: $103 Million
Healthcare: $99.8 Million
Consumer Cyclical: $73.3 Million
Energy: $58.5 Million
Consumer Defensive: $57.7 Million
Other: $129 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 536
- Current Value $1.98 Billion
- Prior Value $1.79 Billion
- Filing
- Period Q3 2024
- Filing Date November 01, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 48 stocks
- Additional Purchases 248 stocks
- Sold out of 0 stocks
- Reduced holdings in 142 stocks