HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 Nvidia Corp Com |
115,973 | -8,796 | $104,832 |
| NVDA | 115,973 | -8,796 | $104,832 |
| Vanguard Mega Cap ETF (MGC) |
415,604 | +16,349 | $77,664 |
| MGC | 415,604 | +16,349 | $77,664 |
| Apple Inc |
241,017 | -9,200 | $41,330 |
| AAPL | 241,017 | -9,200 | $41,330 |
| Vanguard Mid Cap ETF (VO) |
162,700 | +2,838 | $40,652 |
| VO | 162,700 | +2,838 | $40,652 |
| Microsoft Corp |
84,325 | +442 | $35,489 |
| MSFT | 84,325 | +442 | $35,489 |
| Vanguard Mega Growth ETF (MGK) |
105,435 | +5,036 | $30,219 |
| MGK | 105,435 | +5,036 | $30,219 |
| Vanguard Large Cap Index Fund ETF Shares (VV) |
108,817 | +876 | $26,090 |
| VV | 108,817 | +876 | $26,090 |
| Blackstone Group Inc |
196,511 | -4,886 | $25,816 |
| BX | 196,511 | -4,886 | $25,816 |
| Vanguard FTSE Developed ETF (VEA) |
496,870 | -4,819 | $24,928 |
| VEA | 496,870 | -4,819 | $24,928 |
| Vanguard Small Cap ETF (VB) |
108,164 | +1,561 | $24,725 |
| VB | 108,164 | +1,561 | $24,725 |
| Schwab Fundamental Inl Large Com ETF (FNDF) |
662,625 | -2,641 | $23,596 |
| FNDF | 662,625 | -2,641 | $23,596 |
| Vanguard S&P 500 ETF (VOO) |
46,934 | +913 | $22,561 |
| VOO | 46,934 | +913 | $22,561 |
| SCHW Intl Eq ETF (SCHF) |
566,210 | +4,097 | $22,094 |
| SCHF | 566,210 | +4,097 | $22,094 |
| Schwab Short U.S. Treasury ETF (SCHO) |
394,336 | +25,827 | $19,011 |
| SCHO | 394,336 | +25,827 | $19,011 |
| JPMorgan Chase & Co |
91,554 | +2,406 | $18,338 |
| JPM | 91,554 | +2,406 | $18,338 |
| SPDR S&P 500 ETF TST. (SPY) |
34,266 | +354 | $17,978 |
| SPY | 34,266 | +354 | $17,978 |
| iShares Core S&P Mid Cap ETF (IJH) |
288,431 | +230,560 | $17,519 |
| IJH | 288,431 | +230,560 | $17,519 |
| Home Depot Inc |
42,131 | -1,733 | $16,161 |
| HD | 42,131 | -1,733 | $16,161 |
| iShares 3 7 YR TR BD ETF (IEI) |
134,546 | +19,105 | $15,582 |
| IEI | 134,546 | +19,105 | $15,582 |
| Vulcan Materials Company |
56,536 | -92 | $15,430 |
| VMC | 56,536 | -92 | $15,430 |
| Mid Amer Apt CMNTYS Com |
116,515 | -10,779 | $15,331 |
| MAA | 116,515 | -10,779 | $15,331 |
| SCH US DIV Equity ETF (SCHD) |
188,458 | -367 | $15,195 |
| SCHD | 188,458 | -367 | $15,195 |
| Schwab US Large Cap ETF (SCHX) |
242,116 | -2,856 | $15,026 |
| SCHX | 242,116 | -2,856 | $15,026 |
| Vanguard Mega Value ETF (MGV) |
123,737 | +3,187 | $14,788 |
| MGV | 123,737 | +3,187 | $14,788 |
| Vanguard Total Bond ETF (BND) |
196,229 | +5,869 | $14,252 |
| BND | 196,229 | +5,869 | $14,252 |
| Alphabet Inc Class C Cap STK |
92,247 | +1,681 | $14,046 |
| GOOG | 92,247 | +1,681 | $14,046 |
| Visa Inc CL A |
48,265 | -2,529 | $13,470 |
| V | 48,265 | -2,529 | $13,470 |
| Abbvie Inc |
71,686 | +453 | $13,054 |
| ABBV | 71,686 | +453 | $13,054 |
| iShares 1 5 Investment Grade Corp ETF (IGSB) |
245,622 | +43,680 | $12,595 |
| IGSB | 245,622 | +43,680 | $12,595 |
| Schwab US Mid Cap ETF (SCHM) |
153,253 | -5,799 | $12,479 |
| SCHM | 153,253 | -5,799 | $12,479 |
| Amazon Com Inc |
67,136 | +5,160 | $12,236 |
| AMZN | 67,136 | +5,160 | $12,236 |
| The Southern Company |
169,070 | -4,554 | $12,129 |
| SO | 169,070 | -4,554 | $12,129 |
| Invesco S&P 500 Equal Weight ETF (RSP) |
70,889 | +18,685 | $12,006 |
| RSP | 70,889 | +18,685 | $12,006 |
| Global Payments Inc |
85,463 | -57 | $11,423 |
| GPN | 85,463 | -57 | $11,423 |
| Vanguard Total US Stock Mkt ETF (VTI) |
43,927 | +1,278 | $11,417 |
| VTI | 43,927 | +1,278 | $11,417 |
| Vanguard DIV Appreciation ETF (VIG) |
60,744 | -1,351 | $11,092 |
| VIG | 60,744 | -1,351 | $11,092 |
| Unitedhealth Group Inc |
22,140 | -492 | $10,953 |
| UNH | 22,140 | -492 | $10,953 |
| iShares Ibonds Dec 2024 TRM ETF (IBDP) |
430,028 | -17,563 | $10,772 |
| IBDP | 430,028 | -17,563 | $10,772 |
| Globe Life Inc |
92,038 | -485 | $10,710 |
| GL | 92,038 | -485 | $10,710 |
| Oneok Inc New |
131,057 | +969 | $10,507 |
| OKE | 131,057 | +969 | $10,507 |
| Chevron Corporation |
65,119 | -934 | $10,272 |
| CVX | 65,119 | -934 | $10,272 |
| Wal Mart Stores Inc |
168,767 | +119,296 | $10,190 |
| WMT | 168,767 | +119,296 | $10,190 |
| Lockheed Martin Corp |
22,369 | -1,973 | $10,175 |
| LMT | 22,369 | -1,973 | $10,175 |
 Berkshire Hathaway B New |
$10,127 | ||
| BRK.B | 22,575 | +155 | $9,493 |
| BRK.A | 1 | +1 | $634 |
| MC Donalds Corp |
35,758 | -1,796 | $10,082 |
| MCD | 35,758 | -1,796 | $10,082 |
| Vanguard Mid Cap Value ETF (VOE) |
63,989 | -4,074 | $9,977 |
| VOE | 63,989 | -4,074 | $9,977 |
| SCH US Agg BND ETF (SCHZ) |
215,487 | -1,096 | $9,912 |
| SCHZ | 215,487 | -1,096 | $9,912 |
| Vanguard Short Term Bond ETF (BSV) |
129,215 | +2,436 | $9,907 |
| BSV | 129,215 | +2,436 | $9,907 |
| Schwab US Broad Mkt ETF (SCHB) |
158,435 | +6,486 | $9,672 |
| SCHB | 158,435 | +6,486 | $9,672 |
| Vanguard Intl Divdend (VIGI) |
114,532 | +2,467 | $9,338 |
| VIGI | 114,532 | +2,467 | $9,338 |
See Full List: All Stocks Held By Leavell Investment Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Leavell Investment Management Inc.
|
Size ($ in 1000's)
At 03/31/2024: $1,732,493 At 12/31/2023: $1,572,913 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 |
