HoldingsChannel.com
| Entity | Amount | Change
12/31/2018 to 03/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 Vanguard Mega Cap ETF (MGC) |
227,082 | -151 | $22,184 |
| MGC | 227,082 | -151 | $22,184 |
| Vanguard Short Term Bond ETF (BSV) |
265,790 | -908 | $21,154 |
| BSV | 265,790 | -908 | $21,154 |
| Mid Amer Apt CMNTYS Com |
176,758 | +180 | $19,325 |
| MAA | 176,758 | +180 | $19,325 |
| Vanguard Large Cap Index Fund ETF Shares (VV) |
142,172 | +2,120 | $18,562 |
| VV | 142,172 | +2,120 | $18,562 |
| Vanguard Mid Cap ETF (VO) |
115,024 | +2,322 | $18,553 |
| VO | 115,024 | +2,322 | $18,553 |
| SCHW US Lcap ETF (SCHX) |
248,745 | -542 | $16,818 |
| SCHX | 248,745 | -542 | $16,818 |
| Schwab Short U.S. Treasury ETF (SCHO) |
331,695 | -5,052 | $16,648 |
| SCHO | 331,695 | -5,052 | $16,648 |
| Apple Inc |
87,486 | -8,111 | $16,618 |
| AAPL | 87,486 | -8,111 | $16,618 |
| Torchmark Corporation |
178,967 | +249 | $14,666 |
| TMK | 178,967 | +249 | $14,666 |
| iShares Core S&P Mid Cap ETF (IJH) |
71,630 | +3,369 | $13,567 |
| IJH | 71,630 | +3,369 | $13,567 |
| Schwab US Mid Cap ETF (SCHM) |
235,822 | +8,572 | $13,062 |
| SCHM | 235,822 | +8,572 | $13,062 |
| Vanguard Mega Cap Value (MGV) |
163,707 | +8,326 | $12,774 |
| MGV | 163,707 | +8,326 | $12,774 |
| SCHW Intl Eq ETF (SCHF) |
374,344 | +31,351 | $11,721 |
| SCHF | 374,344 | +31,351 | $11,721 |
| Vanguard Small Cap ETF (VB) |
75,981 | +2,023 | $11,646 |
| VB | 75,981 | +2,023 | $11,646 |
| SPDR S&P 500 ETF TST. (SPY) |
40,980 | -90 | $11,627 |
| SPY | 40,980 | -90 | $11,627 |
| Total Systems Services |
119,314 | -195 | $11,352 |
| TSS | 119,314 | -195 | $11,352 |
| SCH US Agg BND ETF (SCHZ) |
216,907 | +45,450 | $11,253 |
| SCHZ | 216,907 | +45,450 | $11,253 |
| Microsoft Corp |
88,614 | -510 | $10,451 |
| MSFT | 88,614 | -510 | $10,451 |
| Visa Inc CL A |
64,370 | -7,402 | $10,054 |
| V | 64,370 | -7,402 | $10,054 |
| Vanguard FTSE Developed ETF (VEA) |
241,307 | +17,712 | $9,904 |
| VEA | 241,307 | +17,712 | $9,904 |
| Home Depot Inc |
48,678 | -1,200 | $9,341 |
| HD | 48,678 | -1,200 | $9,341 |
| Vanguard Total Bond ETF (BND) |
113,885 | +10,765 | $9,245 |
| BND | 113,885 | +10,765 | $9,245 |
| Nvidia Corp Com |
48,522 | -100 | $8,713 |
| NVDA | 48,522 | -100 | $8,713 |
| JPMorgan Chase & Co |
84,159 | -436 | $8,519 |
| JPM | 84,159 | -436 | $8,519 |
| Vanguard Mega Growth ETF (MGK) |
66,903 | +3,810 | $8,319 |
| MGK | 66,903 | +3,810 | $8,319 |
| Lockheed Martin Corp |
26,332 | +100 | $7,904 |
| LMT | 26,332 | +100 | $7,904 |
| Vulcan Materials Company |
66,459 | -600 | $7,869 |
| VMC | 66,459 | -600 | $7,869 |
| Vanguard S&P 500 ETF New (VOO) |
29,243 | +2,800 | $7,590 |
| VOO | 29,243 | +2,800 | $7,590 |
| MC Donalds Corp |
38,241 | -395 | $7,262 |
| MCD | 38,241 | -395 | $7,262 |
| Disney Walt Co |
62,046 | +408 | $6,889 |
| DIS | 62,046 | +408 | $6,889 |
| Vanguard Total International Stock ETF (VXUS) |
132,547 | +6,661 | $6,879 |
| VXUS | 132,547 | +6,661 | $6,879 |
| Honeywell International |
43,182 | -270 | $6,862 |
| HON | 43,182 | -270 | $6,862 |
| iShares Core S&P 500 ETF (IVV) |
23,010 | +38 | $6,548 |
| IVV | 23,010 | +38 | $6,548 |
| The Southern Company |
126,537 | +659 | $6,539 |
| SO | 126,537 | +659 | $6,539 |
| Adobe Systems Inc |
23,450 | -105 | $6,249 |
| ADBE | 23,450 | -105 | $6,249 |
| Nike Inc Class B |
72,391 | -300 | $6,112 |
| NKE | 72,391 | -300 | $6,112 |
| Unitedhealth Group Inc |
24,511 | -649 | $6,061 |
| UNH | 24,511 | -649 | $6,061 |
| Johnson & Johnson |
42,746 | -187 | $5,976 |
| JNJ | 42,746 | -187 | $5,976 |
| Exxon Mobil Corporation |
71,910 | -50 | $5,810 |
| XOM | 71,910 | -50 | $5,810 |
| Pfizer Incorporated |
135,447 | +2,571 | $5,752 |
| PFE | 135,447 | +2,571 | $5,752 |
| A F L A C Inc |
114,021 | -9,477 | $5,701 |
| AFL | 114,021 | -9,477 | $5,701 |
| Vanguard Mid Cap Value ETF (VOE) |
51,596 | +8,495 | $5,593 |
| VOE | 51,596 | +8,495 | $5,593 |
| Abbvie Inc |
69,294 | +123 | $5,584 |
| ABBV | 69,294 | +123 | $5,584 |
| Chevron Corporation |
45,266 | -1,035 | $5,576 |
| CVX | 45,266 | -1,035 | $5,576 |
| iShares 1 3 Year Treasury Bond ETF (SHY) |
64,985 | -1,085 | $5,467 |
| SHY | 64,985 | -1,085 | $5,467 |
| Magellan Midstream PTNRS |
89,527 | +400 | $5,428 |
| MMP | 89,527 | +400 | $5,428 |
| SCH US DIV Equity ETF (SCHD) |
102,463 | +5,255 | $5,357 |
| SCHD | 102,463 | +5,255 | $5,357 |
| Cme Group |
31,925 | -350 | $5,254 |
| CME | 31,925 | -350 | $5,254 |
| Colgate Palmolive Co |
76,515 | -180 | $5,244 |
| CL | 76,515 | -180 | $5,244 |
| Procter & Gamble |
50,355 | +189 | $5,239 |
| PG | 50,355 | +189 | $5,239 |
See Full List: All Stocks Held By Leavell Investment Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Leavell Investment Management Inc.
|
Size ($ in 1000's)
At 03/31/2019: $895,218 At 12/31/2018: $796,057 Leavell Investment Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Leavell Investment Management Inc. 13F filings. Link to 13F filings: SEC filings |
