LI

LEAVELL INVESTMENT MANAGEMENT, INC.

13F
LEAVELL INVESTMENT MANAGEMENT, INC.
Last update 2025-04-30 553 Stocks (31 new)
Value $2.02 Bil Turnover 3 %
Countries:
Top Holdings: NVDA(5.44%)MGC(4.79%)AAPL(2.83%)VO(2.33%)MGK(1.82%)
Summary Stock Picks Current Portfolio
LEAVELL INVESTMENT MANAGEMENT,... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
1,015,400
110,059.3
-1.67%
5.440
-0.11%
0.000
+64.59%
+25.89%
4,122,345.8
Semiconductors
MGC
Vanguard Mega Cap 300 Index ETF
480,962
96,856.0
+2.32%
4.790
+0.11%
1.590
+19.13%
+8.49%
6,850.2
 
AAPL
Apple Inc
257,269
57,147.1
+0.07%
2.830
0%
0.000
+4.49%
-14.53%
3,189,022.9
Hardware
VO
Vanguard Mid-Cap ETF
182,101
47,095.0
+3.58%
2.330
+0.08%
0.070
+15.68%
+9.70%
80,584.8
 
MGK
Vanguard Mega Cap Growth ETF
119,371
36,871.3
+3.07%
1.820
+0.05%
0.170
+25.26%
+9.32%
25,691.9
 
MSFT
Microsoft Corp
93,837
35,225.3
+0.75%
1.740
+0.01%
0.000
+34.84%
+20.01%
3,745,333.2
Software
VOO
Vanguard S&P 500 ETF
59,460
30,557.1
+2.26%
1.510
+0.03%
0.010
+18.39%
+8.50%
661,248.5
 
SCHO
Schwab Short-Term U.S. Treasury ETF
1,138,258
27,705.2
+5.59%
1.370
+0.07%
0.250
+0.84%
+3.11%
10,959.5
 
VV
Vanguard Large Cap ETF
106,987
27,498.9
-0.30%
1.360
0%
0.070
+18.57%
+8.75%
40,630.8
 
VEA
Vanguard FTSE Developed Markets ETF
539,171
27,406.0
+2.53%
1.360
+0.03%
0.020
+13.71%
+23.39%
162,945.4
 

LEAVELL INVESTMENT MANAGEMENT, INC.'s Historical Top Holdings Breakdowns

LEAVELL INVESTMENT MANAGEMENT, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BX
Blackstone Inc
2025-03-31
Reduce
Reduce
-0.16%
●
136.53 ($162.31) 186.74
$171.31
5.54%
Reduce -10.71%
162,216
-19,450
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.11%
●
106.98 ($126.74) 149.43
$169.03
33.37%
Reduce -1.67%
1,015,400
-17,220
MGC
Vanguard Mega Cap 300 Index ETF
2025-03-31
Add
Add
+0.11%
●
199.2 ($212.96) 222.69
$229.47
7.75%
Add 2.32%
480,962
10,926
RECS
Columbia Research Enhanced Core ETF
2025-03-31
Add
Add
+0.09%
●
32.64 ($34.78) 36.12
$37.90
8.96%
Add 161.12%
90,100
55,595
IGSB
iShares 1-3 Year Credit Bond ETF
2025-03-31
Add
Add
+0.09%
●
51.52 ($51.99) 52.37
$52.63
1.23%
Add 8.11%
459,636
34,472
IAU
iShares Gold Trust
2025-03-31
Add
Add
+0.09%
●
49.74 ($54.09) 58.96
$63.84
18.03%
Add 14.62%
233,026
29,725
VPLS
Vanguard Core-Plus Bond ETF
2025-03-31
Add
Add
+0.09%
●
75.18 ($76.71) 77.88
$77.19
0.63%
Add 100.47%
45,212
22,659
MBB
iShares MBS ETF
2025-03-31
Add
Add
+0.08%
●
90.37 ($92.49) 94.08
$93.01
0.56%
Add 10.8%
182,023
17,743
MGV
Vanguard Mega Cap Value ETF
2025-03-31
Add
Add
+0.08%
●
123.61 ($129.3) 133.01
$133.05
2.90%
Add 8.18%
159,091
12,028
VO
Vanguard Mid-Cap ETF
2025-03-31
Add
Add
+0.08%
●
251.87 ($268.43) 277.95
$287.35
7.05%
Add 3.58%
182,101
6,294

LEAVELL INVESTMENT MANAGEMENT, INC. Total Holding History ($B)

To

LEAVELL INVESTMENT MANAGEMENT, INC.'s Asset Allocation

To

LEAVELL INVESTMENT MANAGEMENT, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LEAVELL INVESTMENT MANAGEMENT, INC.'s Hypothetical Growth since 2025-03-31

LEAVELL INVESTMENT MANAGEMENT, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

LEAVELL INVESTMENT MANAGEMENT, INC.'s Holdings Heat Map

Size field:

LEAVELL INVESTMENT MANAGEMENT, INC.'s Holdings Bubble Chart

LEAVELL INVESTMENT MANAGEMENT, INC. News

  • 1

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