Leavell Investment Management, Inc. Purchases in Q3 2024

Leavell Investment Management, Inc.

  • $1.98 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
18.9K
+ 7.85%
$207.23 - $234.82 $3.91M - $4.43M
259K $60.4M
MGC
Vanguard Mega Cap ETF

ETFs
24.4K
+ 5.66%
$185.93 - $206.64 $4.54M - $5.04M
455K $94M
VO
Vanguard Mid Cap ETF

ETFs
7.54K
+ 4.57%
$237.84 - $263.83 $1.79M - $1.99M
173K $45.5M
HD
Home Depot, Inc.

Consumer Cyclical
5.51K
+ 13.21%
$333.64 - $405.2 $1.84M - $2.23M
47.2K $19.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
75.1K
New
$50.52 - $50.95 $3.79M - $3.83M
75.1K $3.82M
WMT
Walmart Inc.

Consumer Defensive
16.9K
+ 9.49%
$66.91 - $81.4 $1.13M - $1.38M
195K $15.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.15K
+ 7.93%
$475.2 - $527.7 $1.97M - $2.19M
56.5K $29.8M
SO
Southern CO

Utilities
14.5K
+ 8.44%
$77.0 - $90.52 $1.11M - $1.31M
186K $16.8M
ABBV
Abb Vie Inc.

Healthcare
8.08K
+ 11.38%
$163.84 - $199.33 $1.32M - $1.61M
79K $15.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
54K
+ 18.16%
$51.02 - $52.74 $2.76M - $2.85M
352K $18.5M
MCD
Mcdonalds Corp

Consumer Cyclical
3.35K
+ 9.27%
$245.82 - $304.51 $823K - $1.02M
39.5K $12M
LMT
Lockheed Martin Corp

Industrials
238
+ 1.07%
$460.3 - $584.56 $110K - $139K
22.5K $13.1M
AFL
Aflac Inc

Financial Services
5.35K
+ 5.71%
$88.52 - $111.8 $473K - $598K
99K $11.1M
VEA
Vanguard Ftse Developed Market

ETFs
15.2K
+ 3.05%
$47.6 - $53.31 $726K - $813K
516K $27.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.9K
+ 11.43%
$71.45 - $75.64 $1.64M - $1.73M
224K $16.8M
SCHO
Schwab Short Term Us Treasury

ETFs
38.4K
+ 9.06%
$47.93 - $49.06 $1.84M - $1.89M
463K $22.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.85K
+ 7.84%
$405.19 - $478.57 $751K - $887K
25.5K $11.7M
VFVA
Vanguard Wellington Fd U S Val

ETFs
16.5K
+ 314.29%
$111.27 - $122.66 $1.84M - $2.02M
21.8K $2.62M
ORCL
Oracle Corp

Technology
7.5K
+ 29.57%
$125.9 - $170.35 $944K - $1.28M
32.9K $5.6M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
12.1K
+ 8.87%
$114.73 - $120.23 $1.39M - $1.46M
149K $17.8M
MGV
Vanguard Mega Cap Value

ETFs
5.69K
+ 4.38%
$118.0 - $128.28 $671K - $730K
136K $17.4M
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.18K
+ 2.91%
$285.48 - $330.24 $908K - $1.05M
113K $36.2M
AMGN
Amgen Inc

Healthcare
5.33K
+ 42.84%
$309.38 - $337.38 $1.65M - $1.8M
17.8K $5.72M
OKE
Oneok Inc

Energy
5.18K
+ 3.8%
$78.62 - $95.27 $407K - $493K
141K $12.9M
FNDF
Schwab Fundamental Intl Large

ETFs
3.88K
+ 0.58%
$33.67 - $37.71 $130K - $146K
671K $25.1M
IBM
International Business Machines Corp

Technology
4.51K
+ 32.22%
$175.1 - $223.38 $789K - $1.01M
18.5K $4.09M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3K
+ 0.53%
$36.98 - $41.55 $111K - $125K
567K $23.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.03K
+ 18.8%
$434.77 - $502.96 $1.32M - $1.52M
19.1K $9.33M
PEP
Pepsico Inc

Consumer Defensive
8.83K
+ 46.64%
$161.9 - $179.3 $1.43M - $1.58M
27.8K $4.72M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.63K
+ 2.64%
$77.02 - $85.06 $357K - $394K
180K $15.2M
CAT
Caterpillar Inc

Industrials
2.26K
+ 18.92%
$316.8 - $391.12 $715K - $882K
14.2K $5.55M
CEG
Constellation Energy Corp

Utilities
6.01K
New
$167.08 - $262.86 $1M - $1.58M
6.01K $1.56M
VV
Vanguard Large Cap ETF

ETFs
292
+ 0.27%
$236.92 - $263.4 $69.2K - $76.9K
107K $28.3M
AMZN
Amazon Com Inc

Consumer Cyclical
10.9K
+ 14.61%
$161.02 - $200.0 $1.75M - $2.17M
85.1K $15.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.3K
+ 2.19%
$57.32 - $62.65 $361K - $394K
294K $18.3M
IAU
Ishares Gold Trust

ETFs
6.98K
+ 3.68%
$44.06 - $50.5 $308K - $353K
197K $9.78M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
27K
New
$49.82 - $52.8 $1.34M - $1.42M
27K $1.42M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
58.3K
+ 36.83%
$23.13 - $23.43 $1.35M - $1.37M
217K $5.07M
CSCO
Cisco Systems, Inc.

Technology
19.2K
+ 29.77%
$44.74 - $53.22 $858K - $1.02M
83.6K $4.45M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.67K
+ 2.35%
$162.83 - $179.16 $272K - $299K
72.6K $13M
XLG
Invesco Exchange Traded Fd Tr

ETFs
27K
+ 101.88%
$42.54 - $47.97 $1.15M - $1.3M
53.6K $2.55M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
54.8K
+ 51.5%
$22.55 - $23.1 $1.24M - $1.27M
161K $3.72M
KO
Coca Cola CO

Consumer Defensive
6.7K
+ 9.78%
$62.69 - $73.01 $420K - $489K
75.2K $5.41M
VCIT
Vanguard Intermediate Term Cor

ETFs
12K
+ 174.33%
$79.29 - $84.02 $953K - $1.01M
18.9K $1.58M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
43.7K
+ 90.22%
$21.96 - $22.69 $959K - $991K
92.1K $2.09M
PLTR
Palantir Technologies Inc.

Technology
14K
+ 36.48%
$24.09 - $37.95 $336K - $529K
52.2K $1.94M
VTI
Vanguard Total Stock Market Et

ETFs
996
+ 2.27%
$255.18 - $283.2 $254K - $282K
44.8K $12.7M
RF
Regions Financial Corp

Financial Services
11.6K
+ 5.51%
$19.51 - $23.42 $227K - $273K
223K $5.2M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
8.61K
+ 17.46%
$98.99 - $101.51 $853K - $874K
57.9K $5.87M
Activity Summary
Buys All Purchases 296 New Holdings 48 Increased Positions 248 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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