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
+28.18%
+5.54%
3,456,204.6
Semiconductors
MGC 		Vanguard Mega Cap 300 Index ETF
480,962
96,856.0
+2.32%
4.790
+0.11%
1.590
+5.27%
+2.58%
6,316.3
 
AAPL 		Apple Inc
257,269
57,147.1
+0.07%
2.830
0%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
VO 		Vanguard Mid-Cap ETF
182,101
47,095.0
+3.58%
2.330
+0.08%
0.070
+5.49%
+4.22%
75,998.0
 
MGK 		Vanguard Mega Cap Growth ETF
119,371
36,871.3
+3.07%
1.820
+0.05%
0.170
+9.01%
+2.65%
23,628.2
 
MSFT 		Microsoft Corp
93,837
35,225.3
+0.75%
1.740
+0.01%
0.000
+18.73%
+12.03%
3,496,120.0
Software
VOO 		Vanguard S&P 500 ETF
59,460
30,557.1
+2.26%
1.510
+0.03%
0.010
+4.92%
+2.55%
617,254.0
 
SCHO 		Schwab Short-Term U.S. Treasury ETF
1,138,258
27,705.2
+5.59%
1.370
+0.07%
0.250
+0.80%
+2.33%
11,183.0
 
VV 		Vanguard Large Cap ETF
106,987
27,498.9
-0.30%
1.360
0%
0.070
+5.35%
+2.94%
38,885.1
 
VEA 		Vanguard FTSE Developed Markets ETF
539,171
27,406.0
+2.53%
1.360
+0.03%
0.020
+8.67%
+18.24%
152,665.0
 

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 Inc2025-03-31Reduce
-0.16%
●
136.53 ($162.31) 186.74
$140.45
-13.47%
Reduce -10.71%
162,216
-19,450
NVDA 		NVIDIA Corp2025-03-31Reduce
-0.11%
●
106.98 ($126.74) 149.43
$141.72
11.82%
Reduce -1.67%
1,015,400
-17,220
MGC 		Vanguard Mega Cap 300 Index ETF2025-03-31Add
+0.11%
●
199.2 ($212.96) 222.69
$217.52
2.14%
Add 2.32%
480,962
10,926
RECS 		Columbia Research Enhanced Core ETF2025-03-31Add
+0.09%
●
32.64 ($34.78) 36.12
$35.56
2.24%
Add 161.12%
90,100
55,595
IGSB 		iShares 1-3 Year Credit Bond ETF2025-03-31Add
+0.09%
●
51.52 ($51.99) 52.37
$52.13
0.27%
Add 8.11%
459,636
34,472
IAU 		iShares Gold Trust2025-03-31Add
+0.09%
●
49.74 ($54.09) 58.96
$62.47
15.49%
Add 14.62%
233,026
29,725
VPLS 		Vanguard Core-Plus Bond ETF2025-03-31Add
+0.09%
●
75.18 ($76.71) 77.88
$76.33
-0.50%
Add 100.47%
45,212
22,659
MBB 		iShares MBS ETF2025-03-31Add
+0.08%
●
90.37 ($92.49) 94.08
$91.75
-0.80%
Add 10.8%
182,023
17,743
MGV 		Vanguard Mega Cap Value ETF2025-03-31Add
+0.08%
●
123.61 ($129.3) 133.01
$128.28
-0.79%
Add 8.18%
159,091
12,028
VO 		Vanguard Mid-Cap ETF2025-03-31Add
+0.08%
●
251.87 ($268.43) 277.95
$274.05
2.09%
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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