Leavell Investment Management, Inc. Top Holdings and 13F Report (2025)

About Leavell Investment Management, Inc.

Investment Activity

Leavell Investment Management, Inc. has $2.04 billion in total holdings as of December 31, 2024.
Leavell Investment Management, Inc. owns shares of 538 different stocks, but just 132 companies or ETFs make up 80% of its holdings.
Approximately 8.05% of the portfolio was purchased this quarter.
About 2.86% of the portfolio was sold this quarter.
This quarter, Leavell Investment Management, Inc. has purchased 536 new stocks and bought additional shares in 241 stocks.
Leavell Investment Management, Inc. sold shares of 161 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

NVIDIA: $138,670,562
Vanguard Mega Cap ETF: $99,957,765
Apple: $64,380,403
Vanguard Mid-Cap ETF: $46,435,817
Vanguard Mega Cap Growth ETF: $39,770,757

Largest New Holdings this Quarter

Lam Research Corporation New: $1,723,751 Holding
Brookfield Infrastructure Corp: $796,279 Holding
Arm HLDGS PLC F Unsponsored ADR: $547,718 Holding
Janus Henderson Secrtz Inc ETF: $497,998 Holding
BlackRock Inc: $421,320 Holding

Largest Purchases this Quarter

Schwab Short-Term U.S. Treasury ETF: 615,484 shares (about $14.81M)
Schwab US Large-Cap ETF: 466,669 shares (about $10.82M)
Schwab International Equity ETF: 542,117 shares (about $10.03M)
Schwab US Dividend Equity ETF: 352,281 shares (about $9.62M)
Schwab US Broad Market ETF: 340,422 shares (about $7.73M)

Largest Sales this Quarter

Janus Henderson AAA CLO ETF: 64,248 shares (about $3.26M)
NVIDIA: 19,805 shares (about $2.66M)
UnitedHealth Group: 4,366 shares (about $2.21M)
Skyworks Solutions: 15,050 shares (about $1.33M)
Merck & Co., Inc.: 11,745 shares (about $1.18M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$138,670,562	$2,659,614 ▼	-1.9%	1,032,620	6.8%	Computer and Technology
MGC Vanguard Mega Cap ETF	$99,957,765	$3,191,598 ▲	3.3%	470,036	4.9%	ETF
AAPL Apple	$64,380,403	$544,663 ▼	-0.8%	257,090	3.2%	Computer and Technology
VO Vanguard Mid-Cap ETF	$46,435,817	$857,629 ▲	1.9%	175,807	2.3%	ETF
MGK Vanguard Mega Cap Growth ETF	$39,770,757	$1,132,569 ▲	2.9%	115,811	1.9%	ETF
MSFT Microsoft	$39,258,879	$800,427 ▲	2.1%	93,141	1.9%	Computer and Technology
VOO Vanguard S&P 500 ETF	$31,329,765	$896,583 ▲	2.9%	58,146	1.5%	ETF
BX Blackstone	$31,322,800	$297,596 ▼	-0.9%	181,666	1.5%	Finance
VV Vanguard Large-Cap ETF	$28,942,168	$40,725 ▼	-0.1%	107,312	1.4%	ETF
VB Vanguard Small-Cap ETF	$27,791,955	$124,225 ▲	0.4%	115,665	1.4%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$25,936,875	$14,808,546 ▲	133.1%	1,078,008	1.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$25,146,487	$486,234 ▲	2.0%	525,857	1.2%	ETF
JPM JPMorgan Chase & Co.	$22,509,406	$217,656 ▲	1.0%	93,903	1.1%	Finance
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$21,980,957	$3,807,856 ▲	21.0%	425,164	1.1%	Manufacturing
FNDF Schwab Fundamental International Large Company Index ETF	$21,926,806	$348,240 ▼	-1.6%	660,247	1.1%	ETF
SPY SPDR S&P 500 ETF Trust	$21,474,852	$6,469 ▼	0.0%	36,519	1.1%	Finance
SCHF Schwab International Equity ETF	$20,513,809	$10,029,160 ▲	95.7%	1,108,855	1.0%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$20,086,673	$2,906,319 ▲	16.9%	173,835	1.0%	ETF
AMZN Amazon.com	$19,512,985	$832,366 ▲	4.5%	88,942	1.0%	Retail/Wholesale
HD Home Depot	$18,402,259	$34,231 ▲	0.2%	47,308	0.9%	Retail/Wholesale
MGV Vanguard Mega Cap Value ETF	$18,369,624	$1,418,727 ▲	8.4%	147,063	0.9%	ETF
IJH iShares Core S&P Mid-Cap ETF	$18,162,903	$154,030 ▼	-0.8%	291,493	0.9%	ETF
GOOG Alphabet	$18,095,581	$1,082,269 ▼	-5.6%	95,020	0.9%	Computer and Technology
WMT Walmart	$17,992,403	$313,956 ▲	1.8%	198,689	0.9%	Retail/Wholesale
BND Vanguard Total Bond Market ETF	$16,888,429	$806,902 ▲	5.0%	234,855	0.8%	ETF
MAA Mid-America Apartment Communities	$16,559,485	$163,998 ▲	1.0%	107,133	0.8%	Finance
SCHX Schwab US Large-Cap ETF	$16,283,776	$10,817,395 ▲	197.9%	702,492	0.8%	ETF
V Visa	$15,254,702	$538,535 ▼	-3.4%	48,268	0.7%	Business Services
MBB iShares MBS ETF	$15,061,181	$4,711,891 ▲	45.5%	164,280	0.7%	ETF
SO Southern	$15,032,144	$274,291 ▼	-1.8%	182,606	0.7%	Utilities
SCHD Schwab US Dividend Equity ETF	$14,551,780	$9,624,317 ▲	195.3%	532,642	0.7%	ETF
ABBV AbbVie	$14,158,090	$111,773 ▲	0.8%	79,674	0.7%	Medical
OKE ONEOK	$14,056,700	$123,392 ▼	-0.9%	140,007	0.7%	Oils/Energy
VMC Vulcan Materials	$13,464,704	$393,562 ▼	-2.8%	52,345	0.7%	Construction
RSP Invesco S&P 500 Equal Weight ETF	$12,991,074	$266,526 ▲	2.1%	74,137	0.6%	ETF
VTI Vanguard Total Stock Market ETF	$12,862,584	$120,850 ▼	-0.9%	44,383	0.6%	ETF
VIG Vanguard Dividend Appreciation ETF	$11,975,557	$37,208 ▼	-0.3%	61,153	0.6%	ETF
SCHB Schwab US Broad Market ETF	$11,471,525	$7,727,572 ▲	206.4%	505,354	0.6%	ETF
BRK.B Berkshire Hathaway	$11,463,904	$87,483 ▼	-0.8%	25,291	0.6%	Finance
MCD McDonald's	$11,391,841	$53,340 ▼	-0.5%	39,297	0.6%	Retail/Wholesale
BSV Vanguard Short-Term Bond ETF	$11,362,695	$634,154 ▲	5.9%	147,052	0.6%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$11,275,328	$7,367,002 ▲	188.5%	406,905	0.6%	ETF
LMT Lockheed Martin	$10,859,945	$61,715 ▼	-0.6%	22,348	0.5%	Aerospace
VGT Vanguard Information Technology ETF	$10,390,300	$52,231 ▼	-0.5%	16,710	0.5%	ETF
AFL Aflac	$10,264,969	$26,584 ▲	0.3%	99,236	0.5%	Finance
IVV iShares Core S&P 500 ETF	$10,183,413	$97,131 ▲	1.0%	17,299	0.5%	ETF
QQQ Invesco QQQ	$10,098,608	$325,135 ▲	3.3%	19,754	0.5%	Finance
IAU iShares Gold Trust	$10,065,433	$319,191 ▲	3.3%	203,301	0.5%	Finance
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF	$9,771,404	$365,457 ▼	-3.6%	117,538	0.5%	ETF
VOE Vanguard Mid-Cap Value ETF	$9,712,799	$183,285 ▼	-1.9%	60,041	0.5%	ETF
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$9,671,582	$1,581,758 ▲	19.6%	386,091	0.5%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$9,543,148	$1,614,451 ▲	20.4%	95,127	0.5%	ETF
GPN Global Payments	$9,511,429	$36,756 ▲	0.4%	84,878	0.5%	Business Services
VT Vanguard Total World Stock ETF	$9,204,516	$38,416 ▲	0.4%	78,350	0.5%	ETF
PG Procter & Gamble	$9,089,601	$108,804 ▲	1.2%	54,218	0.4%	Consumer Staples
UNH UnitedHealth Group	$9,024,639	$2,208,608 ▼	-19.7%	17,840	0.4%	Medical
VIGI Vanguard International Dividend Appreciation ETF	$8,833,176	$259,566 ▲	3.0%	110,429	0.4%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$8,740,517	$4,265,782 ▲	95.3%	385,045	0.4%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$8,105,670	$235,199 ▲	3.0%	103,906	0.4%	ETF
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF	$8,089,257	$266,150 ▼	-3.2%	303,936	0.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$8,078,353	$359,851 ▲	4.7%	183,432	0.4%	ETF
Servisfirst Bancshares Com	$8,073,339	$92,112 ▼	-1.1%	95,272	0.4%	COM
HON Honeywell International	$8,018,869	$225,890 ▼	-2.7%	35,499	0.4%	Multi-Sector Conglomerates
CVX Chevron	$7,972,486	$316,188 ▼	-3.8%	55,043	0.4%	Oils/Energy
STIP iShares 0-5 Year TIPS Bond ETF	$7,647,299	$1,819,550 ▲	31.2%	76,017	0.4%	ETF
GL Globe Life	$7,599,307	$336,010 ▼	-4.2%	68,143	0.4%	Finance
XOM Exxon Mobil	$7,157,033	$138,550 ▲	2.0%	66,534	0.4%	Oils/Energy
GOOGL Alphabet	$7,039,387	$413,246 ▲	6.2%	37,186	0.3%	Computer and Technology
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$6,967,656	$3,089,165 ▲	79.6%	289,475	0.3%	ETF
ADBE Adobe	$6,948,570	$109,836 ▼	-1.6%	15,626	0.3%	Computer and Technology
MA Mastercard	$6,838,067	$137,962 ▼	-2.0%	12,986	0.3%	Business Services
WM Waste Management	$6,595,910	$5,650 ▲	0.1%	32,687	0.3%	Business Services
FNDX Schwab Fundamental U.S. Large Company Index ETF	$6,567,550	$4,357,805 ▲	197.2%	277,346	0.3%	ETF
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF	$6,546,122	$1,273,000 ▲	24.1%	257,114	0.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$6,377,890	$364,705 ▲	6.1%	35,815	0.3%	ETF
IBTF iShares iBonds Dec 2025 Term Treasury ETF	$6,325,158	$1,276,281 ▲	25.3%	271,233	0.3%	Manufacturing
META Meta Platforms	$6,316,537	$1,041,631 ▲	19.7%	10,788	0.3%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$6,188,671	$682,156 ▲	12.4%	75,490	0.3%	Manufacturing
PSX Phillips 66	$6,177,992	$707,964 ▼	-10.3%	54,226	0.3%	Oils/Energy
MDY SPDR S&P MidCap 400 ETF Trust	$6,077,963	$33,157 ▼	-0.5%	10,632	0.3%	ETF
BRO Brown & Brown	$6,075,495		0.0%	59,552	0.3%	Finance
VOT Vanguard Mid-Cap Growth ETF	$6,003,212	$140,324 ▲	2.4%	23,658	0.3%	ETF
ACWI iShares MSCI ACWI ETF	$5,907,312		0.0%	50,275	0.3%	Manufacturing
DCMB Doubleline Commercial Real Estate ETF	$5,884,950	$593,075 ▲	11.2%	114,360	0.3%	ETF
VXUS Vanguard Total International Stock ETF	$5,747,719	$57,103 ▼	-1.0%	97,535	0.3%	ETF
RF Regions Financial	$5,679,797	$381,141 ▲	7.2%	239,059	0.3%	Finance
TXN Texas Instruments	$5,663,926	$9,188 ▲	0.2%	30,206	0.3%	Computer and Technology
ORCL Oracle	$5,641,945	$164,307 ▲	3.0%	33,857	0.3%	Computer and Technology
JNJ Johnson & Johnson	$5,539,305	$174,269 ▼	-3.1%	38,302	0.3%	Medical
CME CME Group	$5,377,716	$24,041 ▲	0.4%	22,593	0.3%	Finance
EMR Emerson Electric	$5,241,107	$16,607 ▼	-0.3%	42,291	0.3%	Industrial Products
CAT Caterpillar	$5,208,624	$65,298 ▲	1.3%	14,358	0.3%	Industrial Products
IEF iShares 7-10 Year Treasury Bond ETF	$5,145,478	$2,057,193 ▲	66.6%	55,657	0.3%	ETF
CSCO Cisco Systems	$5,144,246	$197,551 ▲	4.0%	86,896	0.3%	Computer and Technology
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$5,121,971	$1,445,358 ▲	39.3%	224,549	0.3%	Manufacturing
MRK Merck & Co., Inc.	$5,078,133	$1,177,662 ▼	-18.8%	50,645	0.2%	Medical
LLY Eli Lilly and Company	$4,967,118	$234,691 ▲	5.0%	6,434	0.2%	Medical
LOW Lowe's Companies	$4,903,851	$65,401 ▲	1.4%	19,870	0.2%	Retail/Wholesale
IJR iShares Core S&P Small-Cap ETF	$4,899,965	$88,719 ▼	-1.8%	42,527	0.2%	ETF
KO Coca-Cola	$4,742,712	$58,773 ▲	1.3%	76,176	0.2%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Leavell Investment Management, Inc. Top Holdings and 13F Report (2025)

About Leavell Investment Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Leavell Investment Management, Inc. Top Holdings and 13F Report (2025)

About Leavell Investment Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLeavell Investment Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools