LEAVELL INVESTMENT MANAGEMENT, INC. - Q4 2007 holdings

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$8.39 Million is the total value of LEAVELL INVESTMENT MANAGEMENT, INC.'s 5 reported holdings in Q4 2007. The portfolio turnover from Q3 2007 to Q4 2007 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
BIV BuyVANGUARD BD INDEX FD INTERMEDetf fixed$2,928,000
+167.2%
37,872
+161.1%
34.91%
+29.5%
BSV BuyVANGUARD BD INDEX FD SHORT TRMetf fixed$1,858,000
+201.1%
24,117
+197.7%
22.15%
+46.0%
BND BuyVANGUARD BD INDEX FD TOTAL BNDetf fixed$1,793,000
+221.3%
23,166
+214.4%
21.38%
+55.8%
AGG SellISHARES CORE TOTAL US BOND MKTetf fixed$1,716,000
+0.9%
16,962
-0.2%
20.46%
-51.1%
NUV  NUVEEN MUN VALUE FD COMclosed end non f$93,000
-3.1%
10,0000.0%1.11%
-53.0%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2008-02-11
  • View 13F-HR/A filed 2013-08-30
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR73Q2 2024100.0%
Vanguard Short Term Bond ETF68Q2 202436.5%
Vanguard Total Bond ETF68Q2 202436.6%
Vanguard Intermediate Bond ETF64Q2 202434.9%
ISHARES TR 1-3 YR TRS BD64Q2 202428.8%
PROSHARES TR PSHS LC COR PLUS57Q2 20243.8%
Vanguard Short Term Corporate ETF54Q2 20240.7%
APPLE INC47Q2 20243.6%
Vanguard Mid Cap ETF47Q2 20242.5%
VANGUARD WORLD FD MEGA CAP IND47Q2 20244.7%

View LEAVELL INVESTMENT MANAGEMENT, INC.'s complete holdings history.

Latest filings
TypeFiled
N-PX2024-08-29
13F-HR2024-07-17
13F-HR2024-04-24
13F-HR2024-01-23
13F-HR2023-10-16
13F-HR2023-07-19
13F-HR2023-04-13
13F-HR2023-01-17
13F-HR2022-10-17
13F-HR2022-07-28

View LEAVELL INVESTMENT MANAGEMENT, INC.'s complete filings history.

All filings

View complete filings history.

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Issues

The following issues were detected while analyzing the report:

  • The reported has been amended

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