Leavell Investment Management, Inc. Purchases in Q4 2024

Leavell Investment Management, Inc.

  • $2.01 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MGC
Vanguard Mega Cap ETF

ETFs
15K
+ 3.3%
$204.21 - $220.18 $3.06M - $3.3M
470K $100M
MBB
Ishares Tr

ETFs
51.4K
+ 45.53%
$91.26 - $95.82 $4.69M - $4.92M
164K $15.1M
AMZN
Amazon Com Inc

Consumer Cyclical
3.79K
+ 4.46%
$180.88 - $232.93 $686K - $884K
88.9K $19.5M
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.3K
+ 2.93%
$316.94 - $357.88 $1.05M - $1.18M
116K $39.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
73.7K
+ 20.95%
$51.54 - $52.55 $3.8M - $3.87M
425K $22M
SCHO
Schwab Short Term Us Treasury

ETFs
615K
+ 133.07%
$24.06 - $48.88 $14.8M - $30.1M
1.08M $25.9M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
128K
+ 79.65%
N/A
289K $6.88M
JPM
Jpmorgan Chase & CO

Financial Services
908
+ 0.98%
$205.18 - $250.29 $186K - $227K
93.9K $22.5M
IBMP
Ishares Tr Ibonds December 202

ETFs
108K
+ 186.06%
$25.08 - $25.43 $2.7M - $2.74M
166K $4.16M
KMI
Kinder Morgan, Inc.

Energy
95.4K
+ 680.9%
$22.59 - $28.54 $2.16M - $2.72M
109K $3M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
25.2K
+ 16.92%
$115.08 - $119.55 $2.89M - $3.01M
174K $20.1M
WMT
Walmart Inc.

Consumer Defensive
3.47K
+ 1.78%
$79.1 - $95.7 $274K - $332K
199K $18M
IEF
Ishares Barclays

ETFs
22.3K
+ 66.61%
$92.08 - $98.18 $2.05M - $2.18M
55.7K $5.15M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
18.1K
+ 31.22%
$100.24 - $101.35 $1.81M - $1.83M
76K $7.65M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
16.1K
+ 20.36%
$100.16 - $100.7 $1.61M - $1.62M
95.1K $9.54M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
63.1K
+ 19.55%
$25.0 - $25.11 $1.58M - $1.59M
386K $9.67M
DLR
Digital Realty Trust, Inc.

Real Estate
7.78K
+ 74.09%
$156.46 - $195.69 $1.22M - $1.52M
18.3K $3.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.66K
+ 2.95%
$521.84 - $558.82 $868K - $930K
58.1K $31.3M
TSLA
Tesla, Inc.

Consumer Cyclical
551
+ 6.12%
$213.65 - $479.86 $118K - $264K
9.56K $3.86M
GBIL
Goldman Sachs Access Treasury

ETFs
15K
+ 48.69%
$99.85 - $100.22 $1.5M - $1.51M
45.9K $4.58M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
63.4K
+ 39.31%
$22.72 - $23.0 $1.44M - $1.46M
225K $5.12M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
54.7K
+ 25.28%
$23.25 - $23.37 $1.27M - $1.28M
271K $6.33M
GOOGL
Alphabet Inc.

Communication Services
2.18K
+ 6.24%
$161.86 - $196.66 $353K - $429K
37.2K $7.04M
IBMO
Ishares Tr Ibonds December 202

ETFs
50K
+ 24.14%
$25.4 - $25.62 $1.27M - $1.28M
257K $6.55M
AVGO
Broadcom Inc.

Technology
992
+ 5.88%
$159.67 - $250.0 $158K - $248K
17.9K $4.14M
META
Meta Platforms, Inc.

Communication Services
1.78K
+ 19.75%
$554.08 - $632.68 $986K - $1.13M
10.8K $6.36M
XLG
Invesco Exchange Traded Fd Tr

ETFs
21.4K
+ 40.03%
$46.94 - $51.62 $1.01M - $1.11M
75K $3.75M
VGIT
Vanguard Intermediate Term Tre

ETFs
19.8K
+ 80.61%
$57.78 - $60.4 $1.14M - $1.19M
44.3K $2.57M
LNG
Cheniere Energy, Inc.

Energy
1.8K
+ 10.16%
$181.07 - $225.92 $326K - $407K
19.5K $4.19M
MGV
Vanguard Mega Cap Value

ETFs
11.4K
+ 8.37%
$124.06 - $133.48 $1.41M - $1.52M
147K $18.4M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
41.8K
+ 34.23%
$23.88 - $24.32 $997K - $1.02M
164K $3.92M
VO
Vanguard Mid Cap ETF

ETFs
3.25K
+ 1.88%
$261.5 - $284.63 $849K - $924K
176K $46.4M
GPN
Global Payments Inc

Industrials
328
+ 0.39%
$97.57 - $119.38 $32K - $39.2K
84.9K $9.51M
QQQ
Invesco Qqq Trust, Series 1

ETFs
636
+ 3.33%
$481.22 - $538.17 $306K - $342K
19.8K $10.1M
RECS
Columbia ETF Tr I

ETFs
21.9K
+ 174.09%
$33.61 - $36.42 $737K - $798K
34.5K $1.19M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
42.9K
+ 31.9%
$19.27 - $20.9 $827K - $897K
178K $3.51M
PYPL
Pay Pal Holdings, Inc.

Financial Services
7.2K
+ 39.95%
$77.25 - $91.3 $556K - $657K
25.2K $2.15M
GS
Goldman Sachs Group Inc

Financial Services
997
+ 46.39%
$486.1 - $608.57 $485K - $607K
3.15K $1.8M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
57.7K
+ 39.25%
$13.12 - $14.37 $758K - $830K
205K $2.78M
CSCO
Cisco Systems, Inc.

Technology
3.34K
+ 3.99%
$52.45 - $60.02 $175K - $200K
86.9K $5.14M
VOX
Vanguard Communication Service

ETFs
4.03K
+ 103.86%
$144.31 - $163.57 $582K - $660K
7.92K $1.23M
PWR
Quanta Services, Inc.

Industrials
1.4K
+ 11.73%
$296.05 - $346.6 $414K - $485K
13.3K $4.21M
MLPX
Global X Mlp & Energy Infrastr

ETFs
7.25K
+ 21.15%
$54.89 - $64.32 $398K - $466K
41.5K $2.51M
VXF
Vanguard Extended Market ETF

ETFs
2.67K
+ 15.84%
$179.17 - $207.15 $478K - $553K
19.5K $3.71M
COP
Conocophillips

Energy
7.17K
+ 59.82%
$95.12 - $114.72 $682K - $823K
19.2K $1.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.32K
+ 12.39%
$81.68 - $82.93 $680K - $690K
75.5K $6.19M
NEAR
Blackrock Short Maturity Bond

ETFs
11.2K
+ 161.97%
$50.28 - $51.08 $563K - $572K
18.1K $914K
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 0.74%
$4100.99 - $5300.34 $20.5K - $26.5K
677 $3.36M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
10.2K
+ 28.48%
$50.73 - $51.08 $516K - $520K
45.9K $2.34M
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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