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
SCHB
Schwab Strategic Tr Us Broad M

ETFs
340K
+ 206.4%
$22.01 - $66.82 $7.49M - $22.7M
505K $11.5M
MS
Morgan Stanley

Financial Services
103
+ 0.46%
$104.42 - $134.99 $10.8K - $13.9K
22.5K $2.83M
VB
Vanguard Small Cap ETF

ETFs
517
+ 0.45%
$233.76 - $261.58 $121K - $135K
116K $27.8M
APO
Apollo Global Management, Inc.

Financial Services
1.75K
+ 39.77%
$131.36 - $178.61 $230K - $313K
6.15K $1.02M
IQLT
Ishares Msci Intl Quality Fact

ETFs
18.2K
+ 34.49%
$37.12 - $41.23 $676K - $751K
71K $2.64M
IWF
Ishares Russell 1000 Gr ETF

ETFs
379
+ 3.44%
$370.24 - $418.94 $140K - $159K
11.4K $4.58M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.21K
+ 5.91%
$77.02 - $78.58 $632K - $645K
147K $11.4M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
19.5K
+ 25.56%
$24.82 - $25.48 $484K - $496K
95.7K $2.38M
RF
Regions Financial Corp

Financial Services
16K
+ 7.19%
$22.45 - $27.47 $360K - $441K
239K $5.62M
WFC
Wells Fargo & Company

Financial Services
1.79K
+ 8.39%
$54.98 - $77.35 $98.4K - $138K
23.1K $1.62M
VOT
Vanguard Mid Cap Growth Index

ETFs
553
+ 2.39%
$241.48 - $274.89 $134K - $152K
23.7K $6M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18K
+ 46.2%
$21.81 - $22.48 $393K - $405K
57K $1.25M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
17K
+ 18.5%
$22.1 - $22.59 $377K - $385K
109K $2.42M
SCHG
Schwab Strategic Tr Us Large C

ETFs
101K
+ 310.31%
$25.93 - $105.3 $2.63M - $10.7M
134K $3.73M
CRM
Salesforce, Inc.

Technology
650
+ 35.75%
$270.87 - $367.87 $176K - $239K
2.47K $825K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.05K
+ 6.07%
$176.42 - $186.91 $361K - $383K
35.8K $6.38M
BMY
Bristol Myers Squibb CO

Healthcare
2.58K
+ 7.09%
$51.92 - $59.94 $134K - $155K
39K $2.21M
GE
General Electric CO

Industrials
3K
+ 35.46%
$159.95 - $194.23 $480K - $583K
11.5K $1.91M
IVV
Ishares Core S&P 500 ETF

ETFs
165
+ 0.96%
$570.51 - $610.59 $94.1K - $101K
17.3K $10.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.27K
+ 111.66%
$91.29 - $91.8 $298K - $300K
6.19K $566K
MU
Micron Technology Inc

Technology
3.44K
New
$84.16 - $113.41 $289K - $390K
3.44K $289K
CME
Cme Group Inc.

Financial Services
101
+ 0.45%
$221.17 - $246.02 $22.3K - $24.8K
22.6K $5.25M
SCHX
Schwab Strategic Tr Us Large C

ETFs
467K
+ 197.89%
$22.4 - $68.28 $10.5M - $31.9M
702K $16.3M
IAU
Ishares Gold Trust

ETFs
6.45K
+ 3.28%
$48.37 - $52.65 $312K - $339K
203K $10.1M
IEMG
Ishares Inc

ETFs
5.24K
+ 7.88%
N/A
71.8K $3.85M
IGM
Ishares Expanded Tech Sector E

ETFs
2.58K
New
$94.19 - $106.95 $243K - $275K
2.58K $262K
C
Citigroup Inc

Financial Services
3.63K
New
$61.31 - $72.5 $223K - $263K
3.63K $255K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.4K
New
$47.29 - $84.74 $161K - $288K
3.4K $253K
NOW
Service Now, Inc.

Technology
232
New
$867.18 - $1148.42 $201K - $266K
232 $245K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3K
New
$80.93 - $85.66 $243K - $257K
3K $242K
BAC
Bank Of America Corp

Financial Services
4.34K
+ 37.4%
$39.22 - $47.77 $170K - $207K
16K $701K
AXP
American Express CO

Financial Services
295
+ 5.22%
$267.35 - $305.57 $78.9K - $90.1K
5.94K $1.76M
MLM
Martin Marietta Materials Inc

Basic Materials
613
+ 15.14%
$516.5 - $619.58 $317K - $380K
4.66K $2.41M
ETN
Eaton Corp PLC

Industrials
668
+ 6.3%
$326.96 - $377.52 $218K - $252K
11.3K $3.74M
TTC
Toro CO

Industrials
2.82K
New
$80.1 - $88.44 $226K - $250K
2.82K $226K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
13K
+ 7.57%
$14.04 - $14.76 $182K - $191K
184K $2.64M
CCJ
Cameco Corp

Energy
500
+ 0.93%
$48.64 - $61.14 $24.3K - $30.6K
54.2K $2.78M
VRT
Vertiv Holdings CO

Industrials
2.47K
New
N/A
2.47K $213K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
2.95K
New
$60.17 - $75.64 $178K - $223K
2.95K $209K
EQIX
Equinix Inc

Real Estate
220
New
$865.69 - $985.0 $190K - $217K
220 $207K
ILMN
Illumina, Inc.

Healthcare
1.55K
New
$128.99 - $155.15 $200K - $240K
1.55K $206K
L
Loews Corp

Financial Services
2.43K
New
$76.49 - $87.05 $186K - $212K
2.43K $205K
WTS
Watts Water Technologies Inc

Industrials
1.01K
New
$190.59 - $221.46 $192K - $223K
1.01K $204K
BK
Bank Of New York Mellon Corp

Financial Services
2.65K
New
$70.82 - $81.87 $188K - $217K
2.65K $203K
MC
Moelis & CO

Financial Services
2.76K
New
$65.74 - $80.49 $181K - $222K
2.76K $203K
KR
Kroger CO

Consumer Defensive
2.75K
+ 36.52%
$55.21 - $63.3 $152K - $174K
10.3K $628K
COST
Costco Wholesale Corp

Consumer Defensive
142
+ 6.65%
$873.59 - $994.69 $124K - $141K
2.28K $2.09M
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.02%
$328.51 - $401.37 $329 - $401
5.25K $1.97M
AGX
Argan Inc

Industrials
800
+ 40.0%
$100.91 - $160.81 $80.7K - $129K
2.8K $383K
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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