Leavell Investment Management, Inc. Purchases in Q1 2025

Leavell Investment Management, Inc.

  • $1.98 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
3.95K
+ 7.1%
$91.17 - $95.39 $360K - $377K
59.6K $5.69M
DE
Deere & CO

Industrials
332
+ 3.96%
$408.57 - $509.27 $136K - $169K
8.71K $4.09M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
27.3K
+ 97.47%
$9.49 - $14.83 $259K - $404K
55.3K $752K
KR
Kroger CO

Consumer Defensive
5.6K
+ 54.43%
$58.36 - $67.72 $327K - $379K
15.9K $1.07M
T
At&T Inc.

Communication Services
5.89K
+ 11.64%
$21.56 - $28.28 $127K - $166K
56.5K $1.6M
LNG
Cheniere Energy, Inc.

Energy
498
+ 2.55%
$209.32 - $253.66 $104K - $126K
20K $4.63M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
17.6K
+ 7.82%
$22.77 - $22.94 $400K - $403K
242K $5.55M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.54K
+ 2.4%
$76.94 - $78.28 $272K - $277K
151K $11.8M
WRB
Berkley W R Corp

Financial Services
90
+ 0.29%
$56.7 - $71.27 $5.1K - $6.41K
31.4K $2.24M
MLPX
Global X Mlp & Energy Infrastr

ETFs
4.01K
+ 9.66%
$59.6 - $67.2 $239K - $270K
45.5K $2.91M
FLKR
Franklin Templeton ETF Tr

ETFs
15.9K
+ 18.75%
$17.48 - $19.91 $277K - $316K
100K $1.84M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.17K
+ 11.67%
$57.44 - $59.4 $297K - $307K
49.4K $2.94M
CSCO
Cisco Systems, Inc.

Technology
2.43K
+ 2.79%
$58.74 - $64.87 $143K - $158K
89.3K $5.51M
SCHR
Schwab Intermediate Term Us Tr

ETFs
13.2K
+ 43.56%
$24.05 - $24.86 $317K - $328K
43.5K $1.08M
CRSP
Crispr Therapeutics Ag

Healthcare
10K
New
$34.03 - $53.02 $340K - $530K
10K $340K
EWY
Ishares Inc Msci South Korea E

ETFs
5.78K
+ 72.9%
$51.16 - $58.46 $296K - $338K
13.7K $740K
MA
Mastercard Inc

Financial Services
95
+ 0.73%
$504.67 - $576.31 $47.9K - $54.7K
13.1K $7.17M
GLD
Spdr Gold Trust

ETFs
675
+ 23.63%
$243.19 - $288.14 $164K - $194K
3.53K $1.02M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.15K
+ 66.83%
$87.68 - $94.52 $276K - $297K
7.86K $735K
ORI
Old Republic International Corp

Financial Services
2.6K
+ 3.77%
$33.46 - $39.22 $87.1K - $102K
71.7K $2.81M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
10.8K
+ 2.79%
$25.05 - $25.16 $269K - $271K
397K $9.98M
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
24.1K
+ 13.06%
$14.03 - $14.65 $337K - $352K
208K $2.94M
POWL
Powell Industries Inc

Industrials
1.75K
New
$155.56 - $311.38 $272K - $545K
1.75K $298K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6K
+ 10.25%
$28.11 - $32.0 $169K - $192K
64.5K $1.99M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.33K
+ 19.11%
$65.27 - $71.18 $283K - $308K
27K $1.79M
HDB
Hdfc Bank LTD

Financial Services
4.09K
New
$58.06 - $66.85 $237K - $273K
4.09K $271K
WCN
Waste Connections, Inc.

Industrials
30
+ 0.28%
$169.89 - $195.19 $5.1K - $5.86K
10.8K $2.11M
IBMO
Ishares Tr Ibonds December 202

ETFs
9K
+ 3.5%
$25.45 - $25.6 $229K - $230K
266K $6.8M
UTG
Reaves Utility Income Fund

Financial Services
7.85K
New
$31.08 - $34.42 $244K - $270K
7.85K $255K
VDC
Vanguard Consumer Staples ETF

ETFs
1.08K
+ 44.36%
$206.54 - $226.16 $223K - $244K
3.51K $767K
NU
Nu Holdings Ltd.

Financial Services
24.8K
New
$10.12 - $13.95 $251K - $346K
24.8K $253K
UVE
Universal Insurance Holdings, Inc.

Financial Services
10.6K
New
$18.91 - $23.7 $200K - $251K
10.6K $250K
IBMP
Ishares Tr Ibonds December 202

ETFs
8.98K
+ 5.42%
$25.1 - $25.34 $225K - $227K
175K $4.41M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.94K
+ 31.64%
$91.76 - $103.26 $270K - $304K
12.2K $1.13M
GNRC
Generac Holdings Inc.

Industrials
1.96K
New
$126.65 - $164.06 $248K - $321K
1.96K $247K
KXI
Ishares Tr Global Consumer Sta

ETFs
3.83K
New
$58.57 - $64.8 $224K - $248K
3.83K $245K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
6.19K
New
$36.05 - $45.61 $223K - $282K
6.19K $245K
EMB
Ishares Tr

ETFs
2.61K
New
$88.64 - $92.03 $231K - $240K
2.61K $236K
BMY
Bristol Myers Squibb CO

Healthcare
1.02K
+ 2.62%
$53.9 - $63.11 $55.1K - $64.6K
40K $2.44M
SHEL
Shell PLC

Energy
90
+ 0.43%
$62.84 - $73.29 $5.66K - $6.6K
21.1K $1.54M
IEFA
Ishares Tr

ETFs
204
+ 0.52%
$69.57 - $78.65 $14.2K - $16K
39.2K $2.96M
XLI
Industrial Sector Spdr

ETFs
1.72K
New
$128.78 - $141.67 $221K - $243K
1.72K $224K
MELI
Mercadolibre Inc

Consumer Cyclical
115
New
$1739.0 - $2260.0 $200K - $260K
115 $224K
EVRG
Evergy, Inc.

Utilities
3.23K
New
$59.9 - $69.52 $193K - $224K
3.23K $222K
CBRE
Cbre Group, Inc.

Real Estate
1.7K
New
$121.79 - $147.13 $207K - $250K
1.7K $222K
SGOL
Abrdn Gold ETF Trust

ETFs
7.37K
New
$25.14 - $29.82 $185K - $220K
7.37K $219K
MMM
3 M CO

Industrials
690
+ 10.54%
$129.7 - $155.12 $89.5K - $107K
7.24K $1.06M
GENI
Genius Sports LTD

Communication Services
21.6K
New
$8.32 - $11.08 $180K - $240K
21.6K $216K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
5.04K
New
$41.45 - $46.58 $209K - $235K
5.04K $214K
Activity Summary
Buys All Purchases 302 New Holdings 31 Increased Positions 271 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
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