Leavell Investment Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Leavell Investment Management, Inc. reported 553 stock positions worth $2.0 billion. Its top holding was Nvidia (NVDA) at 5.4% of the portfolio, followed by Vngrd Mrngstr MG Cap ETF-Usd (MGC, 4.8%) and Apple (AAPL, 2.8%). Compared with Q4 2024, it opened 31 new positions, sold out of 16, added to 271 and reduced 174. The biggest buy was iShares Gold Trust (IAU, shares +15%) and the biggest sale Nvidia (NVDA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- MOBILE, AL
- CIK
- 0000924181
- Portfolio Value
- $2.0B (Q1 2025)
- SEC Filing
- 0000924181-25-000004 ↗ filed Apr 30, 2025
Holdings Value
Holdings 553 stocks · $2.0B
| NVDA Nvidia Corp. | 5.44% | 1,015,400 | $110.1M | Reduce -1.7% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 4.79% | 480,962 | $96.9M | Add +2.3% |
| AAPL Apple Inc. | 2.83% | 257,269 | $57.1M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.33% | 182,101 | $47.1M | Add +3.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.82% | 119,371 | $36.9M | Add +3.1% |
| MSFT Microsoft Corp. | 1.74% | 93,837 | $35.2M | Add +0.8% |
| VOO Vanguard S&P 500 ETF | 1.51% | 59,460 | $30.6M | Add +2.3% |
| SCHO Schwab Short-Term US Treas | 1.37% | 1,138,258 | $27.7M | Add +5.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.36% | 106,987 | $27.5M | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 1.36% | 539,171 | $27.4M | Add +2.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.30% | 118,154 | $26.2M | Add +2.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.21% | 677,086 | $24.5M | Add +2.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.19% | 459,636 | $24.1M | Add +8.1% |
| JPM JPMorgan Chase & Co. | 1.13% | 93,083 | $22.8M | Reduce -0.9% |
| BX Blackstone Inc. | 1.12% | 162,216 | $22.7M | Reduce -10.7% |
| SCHF Schwab Intl Equity ETF | 1.07% | 1,097,523 | $21.7M | Reduce -1.0% |
| IEI iShares 3-7 Year Treasury Bo | 1.06% | 181,021 | $21.4M | Add +4.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.01% | 159,091 | $20.5M | Add +8.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.99% | 35,723 | $20.0M | Reduce -2.2% |
| BND Vanguard Total Bond Market | 0.88% | 242,234 | $17.8M | Add +3.1% |
| MAA Mid-America Apartment Comm | 0.87% | 105,493 | $17.7M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 0.87% | 92,883 | $17.7M | Add +4.4% |
| WMT Walmart Inc. | 0.85% | 194,957 | $17.2M | Reduce -1.9% |
| MBB iShares MBS ETF | 0.84% | 182,023 | $17.1M | Add +10.8% |
| SO The Southern Co. | 0.84% | 184,949 | $17.0M | Add +1.3% |
| HD Home Depot Inc. | 0.84% | 46,253 | $17.0M | Reduce -2.2% |
| V Visa Inc. Class A | 0.83% | 47,843 | $16.8M | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 0.83% | 287,251 | $16.8M | Reduce -1.5% |
| ABBV Abbvie Inc. | 0.83% | 79,861 | $16.7M | Add +0.2% |
| SCHX Schwab US Large-Cap ETF | 0.77% | 705,265 | $15.6M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.76% | 98,777 | $15.4M | Add +4.0% |
| SCHD Schwab US DVD Equity ETF | 0.72% | 523,893 | $14.6M | Reduce -1.6% |
| OKE Oneok Inc. | 0.69% | 140,127 | $13.9M | Add +0.1% |
| IAU iShares Gold Trust | 0.68% | 233,026 | $13.7M | Add +14.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 25,594 | $13.6M | Add +1.2% |
| MCD McDonald's Corp. | 0.61% | 39,322 | $12.3M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 44,141 | $12.1M | Reduce -0.6% |
| VIG Vanguard Dividend Apprec ETF | 0.59% | 61,477 | $11.9M | Add +0.5% |
| BSV Vanguard Short-Term Bond ETF | 0.58% | 150,587 | $11.8M | Add +2.4% |
| RSP Invesco S&P 500 Equal Weight | 0.58% | 67,749 | $11.7M | Reduce -8.6% |
| VMC Vulcan Materials Co. | 0.58% | 50,190 | $11.7M | Reduce -4.1% |
| SCHB Schwab US Broad Market ETF | 0.54% | 507,242 | $10.9M | Add +0.4% |
| SGOV iShares 0-3 Month Treasury B | 0.54% | 108,086 | $10.9M | Add +13.6% |
| AFL Aflac Inc. | 0.53% | 96,100 | $10.7M | Reduce -3.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.49% | 396,844 | $10.0M | Add +2.8% |
| SCHM Schwab US Mid Cap ETF | 0.49% | 380,430 | $10.0M | Reduce -6.5% |
| VIGI Vanguard Int Div App Indx FD | 0.49% | 119,984 | $10.0M | Add +8.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.48% | 60,332 | $9.7M | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 0.48% | 17,189 | $9.7M | Reduce -0.6% |
| JUST Goldman Sachs Just US LRG | 0.46% | 117,588 | $9.4M | Add +0.0% |
| VT Vanguard Tot World STK ETF | 0.46% | 79,494 | $9.2M | Add +1.5% |
| CVX Chevron Corp. | 0.46% | 55,038 | $9.2M | Reduce -0.0% |
| PG The Procter & Gamble Co. | 0.45% | 53,863 | $9.2M | Reduce -0.7% |
| LMT Lockheed Martin Corp. | 0.45% | 20,347 | $9.1M | Reduce -8.9% |
| STIP iShares 0-5 Year Tips Bond E | 0.45% | 87,642 | $9.1M | Add +15.3% |
| VWO Vanguard Ftse Emerging Marke | 0.45% | 198,925 | $9.0M | Add +8.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 19,087 | $9.0M | Reduce -3.4% |
| VGT Vanguard Info Tech ETF | 0.44% | 16,479 | $8.9M | Reduce -1.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.43% | 110,912 | $8.8M | Add +6.7% |
| GL Globe Life Inc. | 0.42% | 65,253 | $8.6M | Reduce -4.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.42% | 364,320 | $8.4M | Reduce -5.4% |
| IBMN iShares Ibonds Dec 2025 Term | 0.41% | 306,186 | $8.2M | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.40% | 68,390 | $8.1M | Add +2.8% |
| UNH Unitedhealth Group Inc. | 0.40% | 15,272 | $8.0M | Reduce -14.4% |
| SFBS Servisfirst Bancshares Inc. | 0.39% | 95,272 | $7.9M | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.38% | 319,211 | $7.7M | Add +10.3% |
| WM Waste Management Inc. | 0.38% | 33,092 | $7.7M | Add +1.2% |
| GPN Global Payments Inc. | 0.37% | 76,705 | $7.5M | Reduce -9.6% |
| HON Honeywell International Inc. | 0.37% | 35,465 | $7.5M | Reduce -0.1% |
| BRO Brown & Brown Inc. | 0.36% | 58,148 | $7.2M | Reduce -2.4% |
| MA Mastercard Inc. Class A | 0.35% | 13,081 | $7.2M | Add +0.7% |
| IBMO iShares Ibonds Dec 2026 Term | 0.34% | 266,114 | $6.8M | Add +3.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.33% | 285,014 | $6.7M | Add +2.8% |
| JNJ Johnson & Johnson | 0.33% | 40,364 | $6.7M | Add +5.4% |
| META Meta Platforms Inc. Class A | 0.32% | 11,363 | $6.5M | Add +5.3% |
| PSX Phillips 66 | 0.32% | 52,459 | $6.5M | Reduce -3.3% |
| IBTF iShares Ibonds Dec 2025 Term | 0.31% | 270,075 | $6.3M | Reduce -0.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.31% | 76,145 | $6.3M | Add +0.9% |
| LLY Eli Lilly & Co. | 0.31% | 7,547 | $6.2M | Add +17.3% |
| GOOGL Alphabet Inc. Class A | 0.31% | 40,271 | $6.2M | Add +8.3% |
| QUAL iShares MSCI USA Quality Fac | 0.31% | 36,254 | $6.2M | Add +1.2% |
| DCRE DBL Comm Real Est Debt | 0.30% | 117,247 | $6.1M | Add +2.5% |
| VXUS Vanguard Total Intl Stock | 0.30% | 96,830 | $6.0M | Reduce -0.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.29% | 24,190 | $5.9M | Add +2.3% |
| ACWI iShares MSCI Acwi ETF | 0.29% | 50,275 | $5.9M | No change |
| CME Cme Group Inc. | 0.29% | 22,049 | $5.8M | Reduce -2.4% |
| MDY State Street SPDR S&P Midcap | 0.28% | 10,684 | $5.7M | Add +0.5% |
| IEF iShares 7-10 Year Treasury B | 0.28% | 59,610 | $5.7M | Add +7.1% |
| AMGN Amgen Inc. | 0.28% | 18,064 | $5.6M | Add +1.0% |
| KO The Coca-Cola Co. | 0.28% | 77,132 | $5.6M | Add +1.3% |
| IBTG iShares Ibonds Dec 2026 Term | 0.27% | 242,106 | $5.6M | Add +7.8% |
| CSCO Cisco Systems Inc. | 0.27% | 89,324 | $5.5M | Add +2.8% |
| TXN Texas Instruments Inc. | 0.27% | 30,358 | $5.5M | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 21,474 | $5.3M | Add +12.1% |
| RF Regions Financial Corp. | 0.26% | 241,149 | $5.3M | Add +0.9% |
| ICE Intercontinental Exchange Inc. | 0.25% | 29,305 | $5.1M | Add +0.1% |
| ORCL Oracle Corp. | 0.25% | 35,971 | $5.0M | Add +6.2% |
| DUK Duke Energy Corp. | 0.25% | 40,639 | $5.0M | Reduce -0.6% |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 58,594 | $4.9M | Add +0.7% |
| ABT Abbott Laboratories | 0.24% | 37,113 | $4.9M | Add +0.4% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -1.7% | 5.44% | −1.35 |
| BX Blackstone Inc. | Reduce -10.7% | 1.12% | −0.41 |
| ADBE Adobe Inc. | Reduce -19.4% | 0.24% | −0.10 |
| GPN Global Payments Inc. | Reduce -9.6% | 0.37% | −0.09 |
| LMT Lockheed Martin Corp. | Reduce -8.9% | 0.45% | −0.08 |
| VMC Vulcan Materials Co. | Reduce -4.1% | 0.58% | −0.08 |
| TSLA Tesla Inc. | Reduce -1.9% | 0.12% | −0.07 |
| VGT Vanguard Info Tech ETF | Reduce -1.4% | 0.44% | −0.07 |
| HD Home Depot Inc. | Reduce -2.2% | 0.84% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.5% | 0.83% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.2% | 0.99% | −0.06 |
| SCHM Schwab US Mid Cap ETF | Reduce -6.5% | 0.49% | −0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.3% | 1.36% | −0.06 |
| RSP Invesco S&P 500 Equal Weight | Reduce -8.6% | 0.58% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -13.6% | 0.20% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.4% | 0.44% | −0.05 |
| DHR Danaher Corp. | Reduce -26.2% | 0.09% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -14.4% | 0.40% | −0.05 |
| PWR Quanta Services Inc. | Reduce -0.5% | 0.17% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -15.8% | 0.07% | −0.04 |
| TECH Bio-Techne Corp. | Reduce -4.1% | 0.13% | −0.04 |
| TT Trane Technologies PLC | Reduce -13.0% | 0.14% | −0.03 |
| WMT Walmart Inc. | Reduce -1.9% | 0.85% | −0.03 |
| NKE Nike Inc. Class B | Reduce -15.1% | 0.08% | −0.03 |
| ON On Semiconductor | Sold out | 0.00% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.6% | 0.60% | −0.03 |
| DIS The Walt Disney Co. | Reduce -3.0% | 0.19% | −0.03 |
| APO Apollo Global Management Inc. | Reduce -35.8% | 0.03% | −0.02 |
| PBF PBF Energy Inc. Class A | Sold out | 0.00% | −0.02 |
| VOX Vanguard Communication Servi | Reduce -34.0% | 0.04% | −0.02 |
| HON Honeywell International Inc. | Reduce -0.1% | 0.37% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.7% | 0.22% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.6% | 0.48% | −0.02 |
| CHRW C.H. Robinson Worldwide Inc. | Sold out | 0.00% | −0.02 |
| ACN Accenture PLC Class A | Reduce -1.3% | 0.15% | −0.02 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.02 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -4.7% | 0.12% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.7% | 0.16% | −0.02 |
| BG Bunge Global SA | Sold out | 0.00% | −0.02 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.02 |
| FDX FedEx Corp. | Reduce -19.2% | 0.04% | −0.02 |
| SNA Snap-on Inc. | Reduce -46.4% | 0.02% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -3.4% | 0.15% | −0.02 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -18.2% | 0.07% | −0.01 |
| MLM Martin Marietta Materials | Reduce -5.7% | 0.10% | −0.01 |
| MS Morgan Stanley | Reduce -4.0% | 0.12% | −0.01 |
| NVT Nvent Electric PLC | Sold out | 0.00% | −0.01 |
| CRL Charles River Laboratories | Reduce -24.9% | 0.02% | −0.01 |
| ELV Elevance Health Inc. | Reduce -30.3% | 0.07% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| IAU iShares Gold Trust | Add +14.6% | 0.68% | +0.19 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +2.5% | 1.21% | +0.14 |
| ABBV Abbvie Inc. | Add +0.2% | 0.83% | +0.13 |
| VEA Vanguard Ftse Developed ETF | Add +2.5% | 1.36% | +0.12 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +8.2% | 1.01% | +0.11 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +8.1% | 1.19% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.2% | 0.67% | +0.11 |
| MBB iShares MBS ETF | Add +10.8% | 0.84% | +0.11 |
| SO The Southern Co. | Add +1.3% | 0.84% | +0.10 |
| SCHO Schwab Short-Term US Treas | Add +5.6% | 1.37% | +0.10 |
| RECS Columbia Resear Enh Cor ETF | Add +161.1% | 0.15% | +0.09 |
| VPLS Vanguard Core-Plus Bond ETF | Add +100.5% | 0.17% | +0.09 |
| STIP iShares 0-5 Year Tips Bond E | Add +15.3% | 0.45% | +0.07 |
| IEI iShares 3-7 Year Treasury Bo | Add +4.1% | 1.06% | +0.07 |
| IQLT iShares MSCI International Q | Add +44.8% | 0.20% | +0.07 |
| SGOV iShares 0-3 Month Treasury B | Add +13.6% | 0.54% | +0.07 |
| WPM Wheaton Precious Metals Corp. | Add +2.6% | 0.23% | +0.07 |
| LLY Eli Lilly & Co. | Add +17.3% | 0.31% | +0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Add +22.6% | 0.19% | +0.06 |
| JNJ Johnson & Johnson | Add +5.4% | 0.33% | +0.06 |
| VIGI Vanguard Int Div App Indx FD | Add +8.7% | 0.49% | +0.06 |
| IBM Intl Business Machines Corp. | Add +12.1% | 0.26% | +0.06 |
| WM Waste Management Inc. | Add +1.2% | 0.38% | +0.06 |
| BCI Abrdn Bloomberg All Commodit | Add +19.5% | 0.23% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.6% | 2.33% | +0.05 |
| BND Vanguard Total Bond Market | Add +3.1% | 0.88% | +0.05 |
| XOM Exxon Mobil Corp. | Add +2.8% | 0.40% | +0.05 |
| AMGN Amgen Inc. | Add +1.0% | 0.28% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +8.4% | 0.45% | +0.05 |
| IDEV iShares Core MSCI Dev MKTS | Add +20.9% | 0.21% | +0.05 |
| MCD McDonald's Corp. | Add +0.1% | 0.61% | +0.05 |
| KMI Kinder Morgan Inc. | Add +26.1% | 0.19% | +0.05 |
| PDO PIMCO Dynamic Income Opport | Add +28.8% | 0.18% | +0.05 |
| KO The Coca-Cola Co. | Add +1.3% | 0.28% | +0.04 |
| SLV iShares Silver Trust | Add +23.7% | 0.13% | +0.04 |
| IBDR iShares Ibonds Dec 2026 Term | Add +10.3% | 0.38% | +0.04 |
| ABT Abbott Laboratories | Add +0.4% | 0.24% | +0.04 |
| UBER Uber Technologies Inc. | Add +34.0% | 0.10% | +0.04 |
| C Citigroup Inc. | Add +296.5% | 0.05% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +47.7% | 0.13% | +0.04 |
| ICE Intercontinental Exchange Inc. | Add +0.1% | 0.25% | +0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +6.7% | 0.43% | +0.04 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +16.2% | 0.23% | +0.04 |
| GE General Electric | Add +13.3% | 0.13% | +0.03 |
| PHYS Sprott Physical Gold Trust | Add +1.6% | 0.17% | +0.03 |
| XCEM Columbia Em Core Ex-China | Add +21.6% | 0.17% | +0.03 |
| AJG Arthur J Gallagher & Co. | Add +1.4% | 0.15% | +0.03 |
| WEC WEC Energy Group Inc. | Add +3.5% | 0.17% | +0.03 |
| IEF iShares 7-10 Year Treasury B | Add +7.1% | 0.28% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +0.7% | 0.24% | +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 |