Leavell Investment Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Leavell Investment Management, Inc. reported 538 stock positions worth $2.0 billion. Its top holding was Nvidia (NVDA) at 6.8% of the portfolio, followed by Vngrd Mrngstr MG Cap ETF-Usd (MGC, 4.9%) and Apple (AAPL, 3.2%). Compared with Q3 2024, it opened 23 new positions, sold out of 21, added to 233 and reduced 171. The biggest buy was Vngrd Mrngstr MG Cap ETF-Usd (MGC, shares +3%) and the biggest sale an exit from iShares Ibonds Dec 2024 Term (IBDP).
- Most Recent 13F
- Q2 2026
- Location
- MOBILE, AL
- CIK
- 0000924181
- Portfolio Value
- $2.0B (Q4 2024)
- SEC Filing
- 0000924181-25-000003 ↗ filed Jan 29, 2025
Holdings Value
Holdings 538 stocks · $2.0B
| NVDA Nvidia Corp. | 6.80% | 1,032,620 | $138.7M | Reduce -1.9% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 4.90% | 470,036 | $100.0M | Add +3.3% |
| AAPL Apple Inc. | 3.16% | 257,090 | $64.4M | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.28% | 175,807 | $46.4M | Add +1.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.95% | 115,811 | $39.8M | Add +2.9% |
| MSFT Microsoft Corp. | 1.92% | 93,141 | $39.3M | Add +2.1% |
| VOO Vanguard S&P 500 ETF | 1.54% | 58,146 | $31.3M | Add +3.0% |
| BX Blackstone Inc. | 1.54% | 181,666 | $31.3M | Reduce -0.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.42% | 107,312 | $28.9M | Reduce -0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.36% | 115,665 | $27.8M | Add +0.5% |
| SCHO Schwab Short-Term US Treas | 1.27% | 1,078,008 | $25.9M | Add +16.5% |
| VEA Vanguard Ftse Developed ETF | 1.23% | 525,857 | $25.1M | Add +2.0% |
| JPM JPMorgan Chase & Co. | 1.10% | 93,903 | $22.5M | Add +1.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.08% | 425,164 | $22.0M | Add +20.9% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.07% | 660,247 | $21.9M | Reduce -1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.05% | 36,519 | $21.5M | Reduce -0.0% |
| SCHF Schwab Intl Equity ETF | 1.01% | 1,108,855 | $20.5M | Reduce -2.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.98% | 173,835 | $20.1M | Add +16.9% |
| AMZN Amazon.com Inc. | 0.96% | 88,942 | $19.5M | Add +4.5% |
| HD Home Depot Inc. | 0.90% | 47,308 | $18.4M | Add +0.2% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.90% | 147,063 | $18.4M | Add +8.4% |
| IJH iShares Core S&P Midcap ETF | 0.89% | 291,493 | $18.2M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 0.89% | 95,020 | $18.1M | Reduce -5.6% |
| WMT Walmart Inc. | 0.88% | 198,689 | $18.0M | Add +1.8% |
| BND Vanguard Total Bond Market | 0.83% | 234,855 | $16.9M | Add +5.0% |
| MAA Mid-America Apartment Comm | 0.81% | 107,133 | $16.6M | Add +1.0% |
| SCHX Schwab US Large-Cap ETF | 0.80% | 702,492 | $16.3M | Reduce -0.7% |
| V Visa Inc. Class A | 0.75% | 48,268 | $15.3M | Reduce -3.4% |
| MBB iShares MBS ETF | 0.74% | 164,280 | $15.1M | Add +45.5% |
| SO The Southern Co. | 0.74% | 182,606 | $15.0M | Reduce -1.8% |
| SCHD Schwab US DVD Equity ETF | 0.71% | 532,642 | $14.6M | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.69% | 79,674 | $14.2M | Add +0.8% |
| OKE Oneok Inc. | 0.69% | 140,007 | $14.1M | Reduce -0.9% |
| VMC Vulcan Materials Co. | 0.66% | 52,345 | $13.5M | Reduce -2.8% |
| RSP Invesco S&P 500 Equal Weight | 0.64% | 74,137 | $13.0M | Add +2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.63% | 44,383 | $12.9M | Reduce -0.9% |
| VIG Vanguard Dividend Apprec ETF | 0.59% | 61,153 | $12.0M | Reduce -0.3% |
| SCHB Schwab US Broad Market ETF | 0.56% | 505,354 | $11.5M | Add +2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 25,291 | $11.5M | Reduce -0.8% |
| MCD McDonald's Corp. | 0.56% | 39,297 | $11.4M | Reduce -0.5% |
| BSV Vanguard Short-Term Bond ETF | 0.56% | 147,052 | $11.4M | Add +5.9% |
| SCHM Schwab US Mid Cap ETF | 0.55% | 406,905 | $11.3M | Reduce -3.8% |
| LMT Lockheed Martin Corp. | 0.53% | 22,348 | $10.9M | Reduce -0.6% |
| VGT Vanguard Info Tech ETF | 0.51% | 16,710 | $10.4M | Reduce -0.5% |
| AFL Aflac Inc. | 0.50% | 99,236 | $10.3M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 0.50% | 17,299 | $10.2M | Add +1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.49% | 19,754 | $10.1M | Add +3.3% |
| IAU iShares Gold Trust | 0.49% | 203,301 | $10.1M | Add +3.3% |
| JUST Goldman Sachs Just US LRG | 0.48% | 117,538 | $9.8M | Reduce -3.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.48% | 60,041 | $9.7M | Reduce -1.9% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.47% | 386,091 | $9.7M | Add +19.6% |
| SGOV iShares 0-3 Month Treasury B | 0.47% | 95,127 | $9.5M | Add +20.4% |
| GPN Global Payments Inc. | 0.47% | 84,878 | $9.5M | Add +0.4% |
| VT Vanguard Tot World STK ETF | 0.45% | 78,350 | $9.2M | Add +0.4% |
| PG The Procter & Gamble Co. | 0.45% | 54,218 | $9.1M | Add +1.2% |
| UNH Unitedhealth Group Inc. | 0.44% | 17,840 | $9.0M | Reduce -19.7% |
| VIGI Vanguard Int Div App Indx FD | 0.43% | 110,429 | $8.8M | Add +3.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.43% | 385,045 | $8.7M | Reduce -2.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.40% | 103,906 | $8.1M | Add +3.0% |
| IBMN iShares Ibonds Dec 2025 Term | 0.40% | 303,936 | $8.1M | Reduce -3.2% |
| VWO Vanguard Ftse Emerging Marke | 0.40% | 183,432 | $8.1M | Add +4.7% |
| SFBS Servisfirst Bancshares Inc. | 0.40% | 95,272 | $8.1M | Reduce -1.1% |
| HON Honeywell International Inc. | 0.39% | 35,499 | $8.0M | Reduce -2.7% |
| CVX Chevron Corp. | 0.39% | 55,043 | $8.0M | Reduce -3.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.37% | 76,017 | $7.6M | Add +31.2% |
| GL Globe Life Inc. | 0.37% | 68,143 | $7.6M | Reduce -4.2% |
| XOM Exxon Mobil Corp. | 0.35% | 66,534 | $7.2M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 0.34% | 37,186 | $7.0M | Add +6.2% |
| IBDR iShares Ibonds Dec 2026 Term | 0.34% | 289,475 | $7.0M | Add +79.7% |
| ADBE Adobe Inc. | 0.34% | 15,626 | $6.9M | Reduce -1.6% |
| MA Mastercard Inc. Class A | 0.34% | 12,986 | $6.8M | Reduce -2.0% |
| WM Waste Management Inc. | 0.32% | 32,687 | $6.6M | Add +0.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.32% | 277,346 | $6.6M | Reduce -0.9% |
| IBMO iShares Ibonds Dec 2026 Term | 0.32% | 257,114 | $6.5M | Add +24.1% |
| QUAL iShares MSCI USA Quality Fac | 0.31% | 35,815 | $6.4M | Add +6.1% |
| IBTF iShares Ibonds Dec 2025 Term | 0.31% | 271,233 | $6.3M | Add +25.3% |
| META Meta Platforms Inc. Class A | 0.31% | 10,788 | $6.3M | Add +19.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.30% | 75,490 | $6.2M | Add +12.4% |
| PSX Phillips 66 | 0.30% | 54,226 | $6.2M | Reduce -10.3% |
| MDY State Street SPDR S&P Midcap | 0.30% | 10,632 | $6.1M | Reduce -0.5% |
| BRO Brown & Brown Inc. | 0.30% | 59,552 | $6.1M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.29% | 23,658 | $6.0M | Add +2.4% |
| ACWI iShares MSCI Acwi ETF | 0.29% | 50,275 | $5.9M | No change |
| DCRE DBL Comm Real Est Debt | 0.29% | 114,360 | $5.9M | Add +11.2% |
| VXUS Vanguard Total Intl Stock | 0.28% | 97,535 | $5.7M | Reduce -1.0% |
| RF Regions Financial Corp. | 0.28% | 239,059 | $5.7M | Add +7.2% |
| TXN Texas Instruments Inc. | 0.28% | 30,206 | $5.7M | Add +0.2% |
| ORCL Oracle Corp. | 0.28% | 33,857 | $5.6M | Add +3.0% |
| JNJ Johnson & Johnson | 0.27% | 38,302 | $5.5M | Reduce -3.0% |
| CME Cme Group Inc. | 0.26% | 22,593 | $5.4M | Add +0.5% |
| EMR Emerson Electric Co. | 0.26% | 42,291 | $5.2M | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.26% | 14,358 | $5.2M | Add +1.3% |
| IEF iShares 7-10 Year Treasury B | 0.25% | 55,657 | $5.1M | Add +66.6% |
| CSCO Cisco Systems Inc. | 0.25% | 86,896 | $5.1M | Add +4.0% |
| IBTG iShares Ibonds Dec 2026 Term | 0.25% | 224,549 | $5.1M | Add +39.3% |
| MRK Merck & Co. Inc. | 0.25% | 50,645 | $5.1M | Reduce -18.8% |
| LLY Eli Lilly & Co. | 0.24% | 6,434 | $5.0M | Add +5.0% |
| LOW Lowe's Cos Inc. | 0.24% | 19,870 | $4.9M | Add +1.4% |
| IJR iShares Core S&P Small-Cap E | 0.24% | 42,527 | $4.9M | Reduce -1.8% |
| KO The Coca-Cola Co. | 0.23% | 76,176 | $4.7M | Add +1.3% |
Portfolio Sells Q3 2024 → Q4 2024
| IBDP iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.35 |
| IBMM iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.29 |
| UNH Unitedhealth Group Inc. | Reduce -19.7% | 0.44% | −0.20 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.19 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -1.6% | 1.07% | −0.17 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -85.6% | 0.03% | −0.16 |
| SCHF Schwab Intl Equity ETF | Reduce -2.2% | 1.01% | −0.16 |
| LMT Lockheed Martin Corp. | Reduce -0.6% | 0.53% | −0.12 |
| MRK Merck & Co. Inc. | Reduce -18.8% | 0.25% | −0.11 |
| SO The Southern Co. | Reduce -1.8% | 0.74% | −0.10 |
| PSX Phillips 66 | Reduce -10.3% | 0.30% | −0.09 |
| ELV Elevance Health Inc. | Reduce -27.6% | 0.08% | −0.08 |
| SWKS Skyworks Solutions Inc. | Reduce -79.3% | 0.02% | −0.08 |
| ADBE Adobe Inc. | Reduce -1.6% | 0.34% | −0.07 |
| MPC Marathon Petroleum Corp. | Reduce -22.0% | 0.13% | −0.07 |
| FCX Freeport-McMoran Inc. | Reduce -7.0% | 0.14% | −0.06 |
| AGG iShares Core U.S. Aggregate | Reduce -24.3% | 0.12% | −0.05 |
| VGSH Vanguard Short-Term Treasury | Reduce -59.6% | 0.03% | −0.05 |
| JNJ Johnson & Johnson | Reduce -3.0% | 0.27% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.6% | 0.71% | −0.05 |
| CP Canadian Pacific Kansas City | Reduce -73.5% | 0.01% | −0.05 |
| MCD McDonald's Corp. | Reduce -0.5% | 0.56% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.1% | 0.16% | −0.04 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -2.3% | 0.43% | −0.04 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.04 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.04 |
| NKE Nike Inc. Class B | Reduce -11.1% | 0.11% | −0.04 |
| VXUS Vanguard Total Intl Stock | Reduce -1.0% | 0.28% | −0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -1.9% | 0.48% | −0.04 |
| FLKR Franklin Ftse South Korea | Reduce -14.6% | 0.07% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -3.8% | 0.55% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -0.6% | 0.18% | −0.03 |
| TT Trane Technologies PLC | Reduce -8.6% | 0.17% | −0.03 |
| CVX Chevron Corp. | Reduce -3.8% | 0.39% | −0.03 |
| CELH Celsius Holdings Inc. | Reduce -10.3% | 0.08% | −0.03 |
| STLD Steel Dynamics Inc. | Reduce -1.7% | 0.19% | −0.03 |
| ON On Semiconductor | Reduce -37.6% | 0.03% | −0.03 |
| MINT PIMCO Enhanced Short Maturit | Reduce -8.8% | 0.23% | −0.03 |
| VLO Valero Energy Corp. | Reduce -46.5% | 0.02% | −0.03 |
| INTC Intel Corp. | Reduce -42.7% | 0.02% | −0.03 |
| TECH Bio-Techne Corp. | Reduce -1.6% | 0.17% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -12.8% | 0.10% | −0.02 |
| DVN Devon Energy Corp. | Reduce -28.3% | 0.03% | −0.02 |
| SHEL Shell PLC-ADR | Reduce -22.0% | 0.06% | −0.02 |
| BG Bunge Global SA | Reduce -46.4% | 0.02% | −0.02 |
| CHE Chemed Corp. | Reduce -20.0% | 0.05% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.8% | 0.89% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 0.56% | −0.02 |
| DUK Duke Energy Corp. | Reduce -1.2% | 0.22% | −0.02 |
| PFE Pfizer Inc. | Reduce -16.8% | 0.06% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +3.3% | 4.90% | +0.21 |
| MBB iShares MBS ETF | Add +45.5% | 0.74% | +0.20 |
| AMZN Amazon.com Inc. | Add +4.5% | 0.96% | +0.17 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +20.9% | 1.08% | +0.15 |
| IBDR iShares Ibonds Dec 2026 Term | Add +79.7% | 0.34% | +0.15 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +2.9% | 1.95% | +0.14 |
| SCHO Schwab Short-Term US Treas | Add +16.5% | 1.27% | +0.14 |
| KMI Kinder Morgan Inc. | Add +680.9% | 0.15% | +0.13 |
| IBMP iShares Ibonds Dec 2027 Term | Add +186.1% | 0.20% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +1.0% | 1.10% | +0.13 |
| PLTR Palantir Technologies Inc. Class A | Add +11.4% | 0.22% | +0.12 |
| IEI iShares 3-7 Year Treasury Bo | Add +16.9% | 0.98% | +0.10 |
| WMT Walmart Inc. | Add +1.8% | 0.88% | +0.10 |
| IEF iShares 7-10 Year Treasury B | Add +66.6% | 0.25% | +0.09 |
| STIP iShares 0-5 Year Tips Bond E | Add +31.2% | 0.37% | +0.08 |
| DLR Digital Realty Trust Inc. | Add +74.1% | 0.16% | +0.08 |
| TSLA Tesla Inc. | Add +6.1% | 0.19% | +0.07 |
| GBIL Goldman Sachs Access Treasur | Add +48.7% | 0.23% | +0.07 |
| SGOV iShares 0-3 Month Treasury B | Add +20.4% | 0.47% | +0.07 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +19.6% | 0.47% | +0.07 |
| IBTG iShares Ibonds Dec 2026 Term | Add +39.3% | 0.25% | +0.07 |
| AVGO Broadcom Inc. | Add +5.9% | 0.20% | +0.06 |
| IBTF iShares Ibonds Dec 2025 Term | Add +25.3% | 0.31% | +0.06 |
| XLG Invesco S&P 500 Top 50 ETF | Add +40.0% | 0.18% | +0.06 |
| IBMO iShares Ibonds Dec 2026 Term | Add +24.1% | 0.32% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +6.2% | 0.34% | +0.06 |
| GEV GE Vernova Inc. | Add +70.5% | 0.10% | +0.06 |
| META Meta Platforms Inc. Class A | Add +19.8% | 0.31% | +0.05 |
| VGIT Vanguard Intermediate-Term T | Add +80.6% | 0.13% | +0.05 |
| LNG Cheniere Energy Inc. | Add +10.2% | 0.21% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +3.0% | 1.54% | +0.05 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +34.2% | 0.19% | +0.04 |
| RECS Columbia Resear Enh Cor ETF | Add +174.1% | 0.06% | +0.04 |
| PYPL PayPal Holdings Inc. | Add +40.0% | 0.11% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +46.4% | 0.09% | +0.04 |
| BCI Abrdn Bloomberg All Commodit | Add +31.9% | 0.17% | +0.03 |
| GPN Global Payments Inc. | Add +0.4% | 0.47% | +0.03 |
| VPLS Vanguard Core-Plus Bond ETF | Add +80.5% | 0.08% | +0.03 |
| PDO PIMCO Dynamic Income Opport | Add +39.3% | 0.14% | +0.03 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +8.4% | 0.90% | +0.03 |
| VOX Vanguard Communication Servi | Add +103.9% | 0.06% | +0.03 |
| CSCO Cisco Systems Inc. | Add +4.0% | 0.25% | +0.03 |
| MLPX Global X MLP & Energy Infras | Add +21.1% | 0.12% | +0.03 |
| COP Conocophillips | Add +59.8% | 0.09% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.3% | 0.49% | +0.03 |
| PWR Quanta Services Inc. | Add +11.7% | 0.21% | +0.03 |
| VXF Vanguard Extended Market ETF | Add +15.8% | 0.18% | +0.03 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +162.0% | 0.04% | +0.03 |
| ARM Arm Holdings PLC-ADR | New | 0.03% | +0.03 |
| SHY iShares 1-3 Year Treasury Bo | Add +12.4% | 0.30% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 633 | $2.7B | NVDA, MGC, AAPL, VO, MGK |
| Q1 2026 | 603 | $2.4B | NVDA, MGC, AAPL, VO, MGK |
| Q4 2025 | 584 | $2.4B | NVDA, MGC, AAPL, VO, MGK |
| Q3 2025 | 589 | $2.4B | NVDA, MGC, AAPL, VO, MGK |
| Q2 2025 | 578 | $2.2B | NVDA, MGC, AAPL, VO, MSFT |
| Q1 2025 | 553 | $2.0B | NVDA, MGC, AAPL, VO, MGK |
| Q4 2024 | 538 | $2.0B | NVDA, MGC, AAPL, VO, MGK |
| Q3 2024 | 536 | $2.0B | NVDA, MGC, AAPL, VO, MSFT |
| Q2 2024 | 502 | $1.8B | NVDA, MGC, AAPL, VO, MSFT |
| Q1 2024 | 476 | $1.7B | NVDA, MGC, AAPL, VO, MSFT |