Leavell Investment Management, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

Investment management companies play a crucial role in the financial world, managing and advising on the investments of individuals, corporations, and institutions. Leavell Investment Management, Inc. is one such company that has recently released its 13F Holdings Comparison report for Q1 2023 and Q2 2023. In this blog post, we will explore the changes in Leavell Investment Management's holdings during this period and the potential implications for investors.

Vanguard Mega Cap ETF Holds Strong

One notable holding of Leavell Investment Management, Inc. is the Vanguard Mega Cap ETF. This ETF saw a significant increase in shares from 337,939 in Q1 2023 to 379,064 in Q2 2023, reflecting a 22.6% change. The value of the holdings also grew from $48,373,000 to $59,308,000. This increase suggests that Leavell Investment Management has confidence in the performance of mega-cap stocks.

Technology Stocks Remain Stable

Tech stocks have been driving the market in recent years, and Leavell Investment Management seems to have faith in this sector. Holdings such as Nvidia Corp Com (NVDA) and Microsoft Corp (MSFT) maintained stability in terms of shares held. Although the percentage change was minimal, it is worth noting that these tech giants continue to be an essential part of Leavell Investment Management's portfolio.

Apple Inc Holds Strong Amidst Volatility

Apple Inc (AAPL) is a well-known company that tends to attract investor attention. Leavell Investment Management's holdings in Apple Inc decreased slightly from 261,869 shares in Q1 2023 to 256,467 shares in Q2 2023, indicating a 15.2% change. Despite this decrease, the holdings' value went from $43,182,000 to $49,743,000, reflecting a positive trend for this widely followed company.

Vanguard Mid Cap ETF and Small Cap ETF Show Promising Growth

Leavell Investment Management holds a position in both the Vanguard Mid Cap ETF (VO) and the Vanguard Small Cap ETF (VB). In Q2 2023, these holdings experienced positive growth, with the Vanguard Mid Cap ETF showing a 6.6% increase in shares held and the Vanguard Small Cap ETF experiencing an 11% increase. These promising trends indicate the company's confidence in the mid-cap and small-cap sectors.

SCHD Holdings Experience Significant Decrease

Some holdings in Leavell Investment Management's portfolio did experience a decrease in Q2 2023. For instance, the SCH US DIV Equity ETF (SCHD) saw a significant decrease of 25.3% in shares held, indicating a potential shift away from dividend-focused equities. Investors may want to monitor the performance of SCHD and the factors driving this decrease.

Conclusion

Leavell Investment Management, Inc.'s Q1 2023 vs. Q2 2023 13F Holdings Comparison reveals interesting trends in the company's portfolio. While some holdings experienced growth and stability, others saw a decrease in shares held. Investors should keep an eye on these changes and use them as a reference for their own investment decisions. As always, it is crucial to conduct thorough research and consult with financial advisors before making any investment choices.