13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000924181
Total reported value
$2.7B
$2.7B
538 檔
14.2%
According to the latest 13F quarterly dataset, Leavell Investment Management, Inc. managed an equity portfolio of $2.7B at the end of Q4 2024, spanning 538 distinct U.S. exchange-listed positions.
In Q4 2024, Leavell Investment Management, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 538 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.80% | +0.04% | -1.88% | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-Other | 4.90% | +0.18% | +3.30% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.16% | +0.07% | -0.84% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.28% | -0.05% | +1.88% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.95% | +0.10% | +2.93% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.92% | -0.14% | +2.08% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | +0.11% | +2.95% | |
| 8 | BX | Blackstone Inc | Stock-Financials | 1.54% | -0.07% | -0.94% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 1.42% | +0.03% | -0.14% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.36% | +0.03% | +0.45% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.27% | -0.11% | +133.07% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.23% | +0.06% | +1.97% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | +0.01% | +0.98% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.08% | -0.03% | +20.95% | |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.07% | — | -1.56% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | — | -0.03% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.01% | -0.02% | +95.66% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.98% | -0.09% | +16.92% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.06% | +4.46% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.90% | -0.01% | +0.19% | |
| 21 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.90% | +0.04% | +8.37% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.89% | — | -0.84% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.89% | +0.15% | -5.64% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | -0.19% | +1.78% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.83% | -0.07% | +5.02% | |
| 26 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.81% | +0.01% | +1.00% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.80% | — | +197.89% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | -0.01% | -3.41% | |
| 29 | MBB | Ishares Mbs ETF | ETF-Other | 0.74% | -0.07% | +45.53% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.74% | -0.07% | -1.79% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.71% | -0.03% | +195.32% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | +0.02% | +0.80% | |
| 33 | OKE | Oneok Inc | Stock-Energy | 0.69% | -0.08% | -0.87% | |
| 34 | VMC | Vulcan Materials Co | Stock-Materials | 0.66% | -0.04% | -2.84% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.64% | -0.01% | +2.09% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.02% | -0.93% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | -0.02% | -0.31% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.56% | — | +206.40% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.04% | -0.76% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.13% | -0.47% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.56% | -0.04% | +5.91% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.55% | +0.02% | +188.50% | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.53% | -0.11% | -0.57% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.51% | +0.09% | -0.50% | |
| 45 | AFL | Aflac Inc | Stock-Financials | 0.50% | -0.02% | +0.26% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.02% | +0.96% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | +0.05% | +3.33% | |
| 48 | IAU | Ishares Gold Trust | ETF-Commodities | 0.49% | -0.19% | +3.27% | |
| 49 | JUST | Goldman Sachs Just US Lrg | ETF-Commodities | 0.48% | +0.01% | -3.61% | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.48% | — | -1.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.4% | -1.88% | Trim |
| 2 | MGC | Vanguard Mega Cap ETF | +0.2% | +3.30% | Add |
| 3 | MBB | Ishares Mbs ETF | +0.2% | +45.53% | Add |
| 4 | AMZN | Amazon.com Inc | +0.2% | +4.46% | Add |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +20.95% | Add |
| 6 | AAPL | Apple Inc | +0.2% | -0.84% | Trim |
| 7 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +2.93% | Add |
| 8 | SCHO | Schwab Short-term US Treas | +0.1% | +133.07% | Add |
| 9 | BX | Blackstone Inc | +0.1% | -0.94% | Trim |
| 10 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +79.65% | Add |
| 11 | IBMP | Ishares Ibonds Dec 2027 Term | +0.1% | +186.06% | Add |
| 12 | KMI | Kinder Morgan, Inc. | +0.1% | +680.90% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +0.98% | Add |
| 14 | PLTR | Palantir Technologies Inc-a | +0.1% | +11.43% | Add |
| 15 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +16.92% | Add |
| 16 | WMT | Walmart Inc | +0.1% | +1.78% | Add |
| 17 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +66.61% | Add |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +31.22% | Add |
| 19 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 20 | DLR | Digital Realty Trust Inc | +0.1% | +74.09% | Add |
| 21 | GBIL | Goldman Sachs Access Treasur | +0.1% | +48.69% | Add |
| 22 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +20.36% | Add |
| 23 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.1% | +19.55% | Add |
| 24 | V | Visa Inc-class A Shares | +0.1% | -3.41% | Trim |
| 25 | TSLA | Tesla Inc | +0.1% | +6.12% | Add |
| 26 | IBTG | Ishares Ibonds Dec 2026 Term | +0.1% | +39.31% | Add |
| 27 | TLT | iShares 20+ Year Treasury Bond ETF | +0.1% | +25.28% | Add |
| 28 | IBMO | Ishares Ibonds Dec 2026 Term | +0.1% | +24.14% | Add |
| 29 | AVGO | Broadcom Inc | +0.1% | +5.88% | Add |
| 30 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.95% | Add |
| 31 | GOOG | Alphabet Inc-cl C | +0.1% | -5.64% | Trim |
| 32 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.24% | Add |
| 33 | MPC | Marathon Petroleum CORP | -0.1% | -22.03% | Trim |
| 34 | SWKS | Skyworks Solutions Inc | -0.1% | -79.27% | Trim |
| 35 | ADBE | Adobe Inc | -0.1% | -1.56% | Trim |
| 36 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 37 | ELV | Elevance Health Inc | -0.1% | -27.61% | Trim |
| 38 | ABBV | Abbvie Inc | -0.1% | +0.80% | Add |
| 39 | PSX | Phillips 66 | -0.1% | -10.28% | Trim |
| 40 | SO | Southern Co/the | -0.1% | -1.79% | Trim |
| 41 | MRK | Merck & Co. Inc. | -0.1% | -18.83% | Trim |
| 42 | LMT | Lockheed Martin CORP | -0.1% | -0.57% | Trim |
| 43 | VEA | Vanguard Ftse Developed ETF | -0.1% | +1.97% | Add |
| 44 | SCHF | Schwab Intl Equity ETF | -0.2% | +95.66% | Add |
| 45 | JAAA | Janus Henderson Aaa Clo ETF | -0.2% | -85.58% | Trim |
| 46 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.2% | -1.56% | Trim |
| 47 | IBTE | Ishares Ibonds Dec 2024 Term | -0.2% | EXIT | Sold out |
| 48 | UNH | Unitedhealth Group Inc | -0.2% | -19.66% | Trim |
| 49 | TLT | iShares 20+ Year Treasury Bond ETF | -0.3% | EXIT | Sold out |
| 50 | IBDP | Ishares Ibonds Dec 2024 Term | -0.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Leavell Investment Management, Inc. reported a total U.S. public equity portfolio value of $2.7B across 538 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MGC, AAPL) accounted for 14.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $1.7M
Top Position Liquidated / Trimmed
IBDP
前期市值: $7.1M
During Q4 2024, Leavell Investment Management, Inc.'s top holdings by market value included NVDA (6.8%)、MGC (4.9%)、AAPL (3.2%). The largest single position, NVDA, represented 6.8% of total portfolio value.
In Q4 2024, Leavell Investment Management, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 29 positions, trimming 16 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.