Leavell Investment Management, Inc. Top Holdings and 13F Report (2024) → Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (From Colonial Metals) (Ad) About Leavell Investment Management, Inc.Investment ActivityLeavell Investment Management, Inc. has $1.73 million in total holdings as of March 31, 2024.Leavell Investment Management, Inc. owns shares of 476 different stocks, but just 127 companies or ETFs make up 80% of its holdings.Approximately 4.60% of the portfolio was purchased this quarter.About 2.55% of the portfolio was sold this quarter.This quarter, Leavell Investment Management, Inc. has purchased 462 new stocks and bought additional shares in 179 stocks.Leavell Investment Management, Inc. sold shares of 188 stocks and completely divested from 7 stocks this quarter.Largest Holdings NVIDIA $104,832Vanguard Mega Cap ETF $77,664Apple $41,330Vanguard Mid-Cap ETF $40,652Microsoft $35,489 Largest New Holdings this Quarter Vertex Pharmaceuticals $1,949 HoldingFranklin FTSE South Korea ETF $1,633 HoldingHealth Care Select Sector SPDR Fund $706 HoldingBerkshire Hathaway $634 HoldingVanguard Intermediate-Term Treasury Index ETF $536 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 230,560 shares (about $14.00K)Walmart 119,296 shares (about $7.20K)Invesco S&P 500 Equal Weight ETF 18,685 shares (about $3.16K)Vanguard Mega Cap ETF 16,349 shares (about $3.06K)iShares MBS ETF 27,371 shares (about $2.53K) Largest Sales this Quarter NVIDIA 8,796 shares (about $7.95K)Apple 9,200 shares (about $1.58K)Mid-America Apartment Communities 10,779 shares (about $1.42K)Adobe 2,497 shares (about $1.26K)Wheaton Precious Metals 25,080 shares (about $1.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLeavell Investment Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$104,832$7,951 ▼-7.0%115,9736.1%Computer and TechnologyMGCVanguard Mega Cap ETF$77,664$3,055 ▲4.1%415,6044.5%ETFAAPLApple$41,330$1,578 ▼-3.7%241,0172.4%Computer and TechnologyVOVanguard Mid-Cap ETF$40,652$709 ▲1.8%162,7002.3%ETFMSFTMicrosoft$35,489$186 ▲0.5%84,3252.0%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$30,219$1,443 ▲5.0%105,4351.7%ETFVVVanguard Large-Cap ETF$26,090$210 ▲0.8%108,8171.5%ETFBXBlackstone$25,816$642 ▼-2.4%196,5111.5%FinanceVEAVanguard FTSE Developed Markets ETF$24,928$242 ▼-1.0%496,8701.4%ETFVBVanguard Small-Cap ETF$24,725$357 ▲1.5%108,1641.4%ETFFNDFSchwab Fundamental International Large Company Index ETF$23,596$94 ▼-0.4%662,6251.4%ETFVOOVanguard S&P 500 ETF$22,561$439 ▲2.0%46,9341.3%ETFSCHFSchwab International Equity ETF$22,094$160 ▲0.7%566,2101.3%ETFSCHOSchwab Short-Term U.S. Treasury ETF$19,011$1,245 ▲7.0%394,3361.1%ETFJPMJPMorgan Chase & Co.$18,338$482 ▲2.7%91,5541.1%FinanceSPYSPDR S&P 500 ETF Trust$17,978$186 ▲1.0%34,2661.0%FinanceIJHiShares Core S&P Mid-Cap ETF$17,519$14,004 ▲398.4%288,4311.0%ETFHDHome Depot$16,161$665 ▼-4.0%42,1310.9%Retail/WholesaleIEIiShares 3-7 Year Treasury Bond ETF$15,582$2,213 ▲16.5%134,5460.9%ETFVMCVulcan Materials$15,430$25 ▼-0.2%56,5360.9%ConstructionMAAMid-America Apartment Communities$15,331$1,418 ▼-8.5%116,5150.9%FinanceSCHDSchwab US Dividend Equity ETF$15,195$30 ▼-0.2%188,4580.9%ETFSCHXSchwab US Large-Cap ETF$15,026$177 ▼-1.2%242,1160.9%ETFMGVVanguard Mega Cap Value ETF$14,788$381 ▲2.6%123,7370.9%ETFBNDVanguard Total Bond Market ETF$14,252$426 ▲3.1%196,2290.8%ETFGOOGAlphabet$14,046$256 ▲1.9%92,2470.8%Computer and TechnologyVVisa$13,470$706 ▼-5.0%48,2650.8%Business ServicesABBVAbbVie$13,054$82 ▲0.6%71,6860.8%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$12,595$2,240 ▲21.6%245,6220.7%ManufacturingSCHMSchwab U.S. Mid-Cap ETF$12,479$472 ▼-3.6%153,2530.7%ETFAMZNAmazon.com$12,236$940 ▲8.3%67,1360.7%Retail/WholesaleSOSouthern$12,129$327 ▼-2.6%169,0700.7%UtilitiesRSPInvesco S&P 500 Equal Weight ETF$12,006$3,165 ▲35.8%70,8890.7%ETFGPNGlobal Payments$11,423$8 ▼-0.1%85,4630.7%Business ServicesVTIVanguard Total Stock Market ETF$11,417$332 ▲3.0%43,9270.7%ETFVIGVanguard Dividend Appreciation ETF$11,092$247 ▼-2.2%60,7440.6%ETFUNHUnitedHealth Group$10,953$243 ▼-2.2%22,1400.6%MedicalIBDPiShares iBonds Dec 2024 Term Corporate ETF$10,772$440 ▼-3.9%430,0280.6%ETFGLGlobe Life$10,710$56 ▼-0.5%92,0380.6%FinanceOKEONEOK$10,507$78 ▲0.7%131,0570.6%Oils/EnergyCVXChevron$10,272$147 ▼-1.4%65,1190.6%Oils/EnergyWMTWalmart$10,190$7,203 ▲241.1%168,7670.6%Retail/WholesaleLMTLockheed Martin$10,175$897 ▼-8.1%22,3690.6%AerospaceMCDMcDonald's$10,082$506 ▼-4.8%35,7580.6%Retail/WholesaleVOEVanguard Mid-Cap Value ETF$9,977$635 ▼-6.0%63,9890.6%ETFSCHZSchwab U.S. Aggregate Bond ETF$9,912$50 ▼-0.5%215,4870.6%ETFBSVVanguard Short-Term Bond ETF$9,907$187 ▲1.9%129,2150.6%ETFSCHBSchwab US Broad Market ETF$9,672$396 ▲4.3%158,4350.6%ETFBRK.BBerkshire Hathaway$9,493$65 ▲0.7%22,5750.5%FinanceVIGIVanguard International Dividend Appreciation ETF$9,338$201 ▲2.2%114,5320.5%ETFIVViShares Core S&P 500 ETF$9,100$7 ▲0.1%17,3100.5%ETFJUSTGoldman Sachs JUST U.S. Large Cap Equity ETF$9,092$152 ▲1.7%121,1430.5%ETFPSXPhillips 66$8,921$436 ▲5.1%54,6150.5%Oils/EnergyVGTVanguard Information Technology ETF$8,595$73 ▲0.9%16,3920.5%ETFPGProcter & Gamble$8,404$7 ▲0.1%51,7990.5%Consumer StaplesVTVanguard Total World Stock ETF$8,397$225 ▲2.8%75,9940.5%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$8,107$430 ▼-5.0%306,4010.5%ETFHONHoneywell International$8,086$450 ▼-5.3%39,3950.5%Multi-Sector ConglomeratesADBEAdobe$8,045$1,260 ▼-13.5%15,9430.5%Computer and TechnologyAFLAflac$7,944$580 ▼-6.8%92,5200.5%FinanceMBBiShares MBS ETF$7,851$2,530 ▲47.5%84,9440.5%ETFIAUiShares Gold Trust$7,838$995 ▼-11.3%186,5740.5%FinanceCELHCelsius$7,781$216 ▼-2.7%93,8390.4%Consumer StaplesMRKMerck & Co., Inc.$7,641$1,572 ▲25.9%57,5790.4%MedicalXOMExxon Mobil$7,604$522 ▼-6.4%65,4490.4%Oils/EnergyIBDQiShares iBonds Dec 2025 Term Corporate ETF$7,385$110 ▲1.5%297,6510.4%ETFWMWaste Management$7,060$75 ▼-1.1%33,1240.4%Business ServicesVWOVanguard FTSE Emerging Markets ETF$7,060$364 ▼-4.9%169,0310.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$6,844$149 ▼-2.1%88,5250.4%ETFSFBSServisFirst Bancshares$6,791$23 ▲0.3%101,8690.4%FinanceSGOViShares 0-3 Month Treasury Bond ETF$6,664$1,607 ▲31.8%66,1690.4%ETFQQQInvesco QQQ$6,623$911 ▲16.0%14,8970.4%FinanceVXUSVanguard Total International Stock ETF$6,388$135 ▼-2.1%105,9340.4%ETFIBMMiShares iBonds Dec 2024 Term Muni Bond ETF$6,330$324 ▼-4.9%243,9130.4%ETFMAMastercard$6,294$466 ▲8.0%13,0690.4%Business ServicesJNJJohnson & Johnson$6,261$42 ▼-0.7%39,5820.4%MedicalFNDXSchwab Fundamental U.S. Large Company Index ETF$5,838$324 ▲5.9%86,6350.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$5,774$52 ▼-0.9%70,6100.3%ManufacturingMDYSPDR S&P MidCap 400 ETF Trust$5,680$182 ▼-3.1%10,1900.3%ETFACWIiShares MSCI ACWI ETF$5,5440.0%50,3450.3%ManufacturingMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$5,385$45 ▼-0.8%53,5650.3%ETFDISWalt Disney$5,366$114 ▼-2.1%43,8560.3%Consumer DiscretionaryVOTVanguard Mid-Cap Growth ETF$5,249$440 ▲9.2%22,2610.3%ETFSTLDSteel Dynamics$5,201$69 ▲1.4%34,9810.3%Basic MaterialsTXNTexas Instruments$5,174$119 ▼-2.3%29,6970.3%Computer and TechnologyLOWLowe's Companies$5,070$443 ▼-8.0%19,9050.3%Retail/WholesaleRFRegions Financial$5,011$16 ▲0.3%235,4860.3%FinanceBROBrown & Brown$5,0070.0%57,2000.3%FinanceIJRiShares Core S&P Small-Cap ETF$4,989$60 ▼-1.2%45,1440.3%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$4,968$177 ▼-3.4%195,9760.3%ETFGOOGLAlphabet$4,966$167 ▼-3.2%32,9010.3%Computer and TechnologyEMREmerson Electric$4,829$26 ▲0.5%42,5730.3%Industrial ProductsCLColgate-Palmolive$4,829$42 ▲0.9%53,6230.3%Consumer StaplesCMECME Group$4,745$7 ▼-0.1%22,0380.3%FinanceMPCMarathon Petroleum$4,719$40 ▲0.9%23,4210.3%Oils/EnergyQUALiShares MSCI USA Quality Factor ETF$4,682$1,936 ▲70.5%28,4910.3%ETFIBTEiShares iBonds Dec 2024 Term Treasury ETF$4,670$36 ▲0.8%195,0810.3%ManufacturingLLYEli Lilly and Company$4,446$9 ▼-0.2%5,7150.3%MedicalADPAutomatic Data Processing$4,334$23 ▼-0.5%17,2570.3%Business ServicesCATCaterpillar$4,307$16 ▲0.4%11,7530.2%Industrial ProductsShowing largest 100 holdings. 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