Leavell Investment Management, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison

Investing in the stock market is all about making informed decisions based on reliable data. For investors, particularly those managing large funds, staying updated on the latest changes in holdings is crucial. Leavell Investment Management, Inc., a reputable investment firm, recently released their Q2 2023 and Q3 2023 13F holdings comparison. This report provides valuable insights into the shifts in their portfolio, allowing investors and market enthusiasts to analyze their strategies and make informed decisions. Let's dive into some of the notable changes.

Vanguard Mega Cap ETF (MGC) - A Steady Rise in Holdings

The Leavell Investment Management, Inc. team increased their holdings of the Vanguard Mega Cap ETF in Q3 2023 compared to Q2 2023. They acquired 18,141 more shares, bringing the total to 397,205. This increase represents a growth percentage of 1.7%. In terms of value, the Q3 2023 holdings amount to $60,324,000, a slight rise from the previous quarter.

Nvidia Corp Com (NVDA) - A Small Decline in Holdings

Leavell Investment Management, Inc. slightly reduced their stake in Nvidia Corp Com during Q3 2023. The number of shares held decreased by 5,094, leading to a total of 125,276 shares. This change reflects a decrease of 1.2%. Despite the downward trend, the Q3 2023 holdings are valued at $54,494,000.

Apple Inc (AAPL) - A Significant Decrease in Holdings

One of the notable changes in Leavell Investment Management, Inc.'s portfolio is the decrease in their holdings of Apple Inc. During Q3 2023, they sold 7,571 shares, resulting in a total of 248,896 shares. This change represents a significant decline of 14.3%. In terms of value, their Q3 2023 holdings amount to $42,614,000.

Vanguard Mid Cap ETF (VO) - Slight Increase in Holdings

Leavell Investment Management, Inc. increased their position in the Vanguard Mid Cap ETF during Q3 2023. They acquired an additional 2,082 shares, bringing the total to 154,521. This change represents a growth percentage of 1.4%. The Q3 2023 holdings are valued at $32,178,000.

Microsoft Corp (MSFT) - A Moderate Decline in Holdings

In Q3 2023, Leavell Investment Management, Inc. slightly reduced their stake in Microsoft Corp. They sold 255 shares, resulting in a total of 84,929 shares. This change represents a decrease of 0.3%. Despite the decline, the Q3 2023 holdings are valued at $26,816,000.

These are just a few examples of the changes observed in Leavell Investment Management, Inc.'s Q2 2023 to Q3 2023 13F holdings comparison. As an investor, keeping track of such changes can provide valuable insights into market trends, investment strategies, and potential opportunities. It is essential to delve deeper into the analysis, studying other holdings, fluctuations in value, and observing patterns over time. All of this information can aid investors in making informed decisions and optimizing their investment portfolios.

Note: The data and information presented in this article are for informational purposes only and should not be considered as financial advice. Always do thorough research and consult with a qualified financial advisor before making investment decisions.