Leavell Investment Management, Inc. Incresed Positions in Q4 2024

Leavell Investment Management, Inc.

  • $2.01 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.02K
+ 2.99%
$77.86 - $79.27 $235K - $239K
104K $8.11M
GLW
Corning Inc

Technology
1.43K
+ 13.88%
$44.11 - $49.76 $62.9K - $70.9K
11.7K $555K
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.2K
+ 5.02%
$71.75 - $75.11 $805K - $843K
235K $16.9M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.27K
+ 5.94%
$65.67 - $69.79 $83.5K - $88.7K
22.7K $1.52M
XLC
Select Sector Spdr Tr Communic

ETFs
523
+ 12.4%
$89.66 - $102.16 $46.9K - $53.4K
4.74K $458K
GILD
Gilead Sciences, Inc.

Healthcare
395
+ 8.83%
$83.95 - $97.9 $33.2K - $38.7K
4.87K $449K
DFUS
Dimensional ETF Tr U S Equity

ETFs
964
+ 17.46%
$61.52 - $66.5 $59.3K - $64.1K
6.48K $413K
NRG
Nrg Energy, Inc.

Utilities
795
+ 23.7%
$85.3 - $101.61 $67.8K - $80.8K
4.15K $374K
FISV
Fiserv Inc

Technology
550
+ 21.29%
N/A
3.13K $392K
WRB
Berkley W R Corp

Financial Services
110
+ 0.35%
$56.48 - $64.94 $6.21K - $7.14K
31.3K $1.83M
ENB
Enbridge Inc

Energy
385
+ 1.6%
$40.4 - $43.92 $15.6K - $16.9K
24.5K $1.04M
TJX
Tjx Companies Inc

Consumer Cyclical
403
+ 11.75%
$112.15 - $127.2 $45.2K - $51.3K
3.83K $463K
ALL
Allstate Corp

Financial Services
269
+ 17.16%
$181.25 - $208.2 $48.8K - $56K
1.84K $354K
ERJ
Embraer S.A.

Industrials
1.15K
+ 14.29%
$32.46 - $40.0 $37.3K - $46K
9.2K $337K
TFC
Truist Financial Corp

Financial Services
886
+ 4.48%
$41.51 - $48.1 $36.8K - $42.6K
20.7K $895K
MO
Altria Group, Inc.

Consumer Defensive
379
+ 1.64%
$49.06 - $57.74 $18.6K - $21.9K
23.5K $1.23M
WMB
Williams Companies, Inc.

Energy
146
+ 3.1%
$46.37 - $59.74 $6.77K - $8.72K
4.86K $263K
SCHA
Schwab Strategic Tr Us Small C

ETFs
57.2K
+ 102.21%
$25.33 - $51.16 $1.45M - $2.93M
113K $2.93M
ORCL
Oracle Corp

Technology
986
+ 3.0%
$165.41 - $192.43 $163K - $190K
33.9K $5.64M
LNT
Alliant Energy Corp

Utilities
826
+ 16.41%
$56.24 - $63.63 $46.5K - $52.6K
5.86K $346K
IGE
Ishares Tr North Amern Nat Res

ETFs
1.28K
+ 11.55%
$41.52 - $48.01 $53.1K - $61.5K
12.4K $528K
KMX
Carmax Inc

Consumer Cyclical
300
+ 9.51%
$71.11 - $87.2 $21.3K - $26.2K
3.45K $282K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
970
+ 7.96%
$47.58 - $48.56 $46.2K - $47.1K
13.2K $628K
ABT
Abbott Laboratories

Healthcare
580
+ 1.59%
$111.93 - $119.39 $64.9K - $69.2K
37K $4.18M
SYY
Sysco Corp

Consumer Defensive
501
+ 9.7%
$73.63 - $81.77 $36.9K - $41K
5.67K $433K
AJG
Arthur J. Gallagher & Co.

Financial Services
26
+ 0.29%
$278.49 - $315.16 $7.24K - $8.19K
8.89K $2.52M
XLK
Technology Sector Spdr

ETFs
44
+ 1.55%
$220.26 - $241.44 $9.69K - $10.6K
2.89K $671K
KMB
Kimberly Clark Corp

Consumer Defensive
1.12K
+ 10.5%
$130.37 - $146.09 $146K - $163K
11.8K $1.54M
AEP
American Electric Power CO Inc

Utilities
575
+ 22.24%
$90.91 - $102.21 $52.3K - $58.8K
3.16K $291K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
23
+ 2.12%
$229.83 - $258.46 $5.29K - $5.94K
1.11K $273K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.11K
+ 5.89%
$80.13 - $83.77 $89.3K - $93.3K
20K $1.61M
IJK
Ishares S&P Midcap 400 Growth

ETFs
250
+ 10.77%
$90.66 - $99.46 $22.7K - $24.9K
2.57K $233K
MMM
3 M CO

Industrials
492
+ 8.13%
$124.74 - $137.12 $61.4K - $67.5K
6.55K $845K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
210
+ 6.95%
$65.31 - $74.15 $13.7K - $15.6K
3.23K $218K
TGT
Target Corp

Consumer Defensive
979
+ 17.3%
$121.59 - $160.69 $119K - $157K
6.64K $897K
EWJ
Ishares Msci Japan ETF

ETFs
1.09K
+ 8.02%
$66.18 - $71.84 $72.1K - $78.2K
14.7K $984K
SHV
Ishares Tr

ETFs
144
+ 1.93%
$109.92 - $110.57 $15.8K - $15.9K
7.62K $838K
TROW
Price T Rowe Group Inc

Financial Services
1
+ 0.03%
$106.48 - $124.69 $106 - $125
2.9K $327K
VHT
Vanguard Health Care ETF

ETFs
378
+ 12.66%
$250.81 - $283.3 $94.8K - $107K
3.36K $853K
VBR
Vanguard Small Cap Value ETF

ETFs
217
+ 1.73%
$197.36 - $217.3 $42.8K - $47.2K
12.7K $2.52M
TXN
Texas Instruments Inc

Technology
49
+ 0.16%
N/A
30.2K $5.88M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
1K
+ 6.97%
$21.25 - $22.07 $21.3K - $22.1K
15.4K $327K
AVUV
American Centy ETF Tr Avantis

ETFs
55
+ 1.03%
$94.37 - $106.41 $5.19K - $5.85K
5.37K $518K
FNDA
Schwab Fundamental U S Small C

ETFs
19.5K
+ 101.56%
$29.26 - $59.11 $570K - $1.15M
38.7K $1.15M
OTIS
Otis Worldwide Corp

Industrials
327
+ 15.16%
$92.57 - $106.01 $30.3K - $34.7K
2.48K $230K
MSFT
Microsoft Corp

Technology
1.9K
+ 2.08%
$406.35 - $454.46 $772K - $863K
93.1K $39.3M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
6.77K
+ 97.13%
$27.45 - $55.56 $186K - $376K
13.7K $388K
VLUE
Ishares Msci Usa Value Factor

ETFs
151
+ 3.54%
$104.01 - $115.38 $15.7K - $17.4K
4.42K $467K
PDBA
Inv.Act.Mangd Exch Trd Comm.Fd
2.56K
+ 28.89%
N/A
11.4K $0
Activity Summary
Buys All Purchases 267 New Holdings 26 Increased Positions 241 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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