Leavell Investment Management, Inc. Portfolio Holdings
Leavell Investment Management, Inc.
- $1.79 Billion
- Q2 2024
Leavell Investment Management, Inc. has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.79 Billion distributed in 502 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $132M, Vanguard Mega Cap ETF with a value of $85M, Apple Inc. with a value of $50.6M, Vanguard Mid Cap ETF with a value of $40M, and Microsoft Corp with a value of $38.9M.
Examining the 13F form we can see an increase of $74M in the current position value, from $1.71B to 1.79B.
Below you can find more details about Leavell Investment Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.79 Billion
ETFs: $890 Million
Technology: $282 Million
Financial Services: $152 Million
Industrials: $89.9 Million
Healthcare: $89.6 Million
Consumer Cyclical: $60.2 Million
Energy: $57.4 Million
Consumer Defensive: $51 Million
Other: $115 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 502
- Current Value $1.79 Billion
- Prior Value $1.71 Billion
- Filing
- Period Q2 2024
- Filing Date July 17, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 43 stocks
- Additional Purchases 240 stocks
- Sold out of 0 stocks
- Reduced holdings in 143 stocks