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 $10 Billions to $200 Billions

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

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
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