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
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.84K
New
$68.32 - $75.06 $194K - $213K
2.84K $212K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
4.05K
New
$47.45 - $51.96 $192K - $210K
4.05K $210K
NOC
Northrop Grumman Corp

Industrials
408
New
$433.45 - $513.82 $177K - $210K
408 $208K
IGRO
Ishares Tr International Divid

ETFs
2.88K
New
$66.91 - $73.87 $192K - $212K
2.88K $208K
OKTA
Okta, Inc.

Technology
1.98K
New
$78.83 - $116.72 $156K - $231K
1.98K $207K
BSX
Boston Scientific Corp

Healthcare
2.06K
New
$89.38 - $106.18 $184K - $219K
2.06K $207K
TD
Toronto Dominion Bank

Financial Services
3.46K
New
$53.12 - $61.15 $184K - $211K
3.46K $207K
XYL
Xylem Inc.

Industrials
1.68K
New
$114.02 - $132.04 $192K - $222K
1.68K $201K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.4K
+ 6.68%
$24.79 - $25.26 $159K - $162K
102K $2.58M
EXPD
Expeditors International Of Washington Inc

Industrials
962
+ 11.97%
$109.09 - $126.48 $105K - $122K
9K $1.08M
AVAV
Aero Vironment Inc

Industrials
2.2K
+ 93.62%
$119.19 - $186.12 $262K - $409K
4.55K $542K
AGX
Argan Inc

Industrials
1.45K
+ 51.79%
$104.05 - $185.35 $151K - $269K
4.25K $557K
KGC
Kinross Gold Corp

Basic Materials
13.5K
New
$9.69 - $12.61 $131K - $170K
13.5K $169K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.36K
+ 5.83%
$22.11 - $22.43 $141K - $143K
116K $2.59M
BDX
Becton Dickinson & CO

Healthcare
630
+ 6.73%
$222.79 - $249.08 $140K - $157K
9.99K $2.29M
FNDX
Schwab Fundamental U S Large C

ETFs
7.67K
+ 2.76%
$23.03 - $25.01 $177K - $192K
285K $6.73M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.33K
+ 11.09%
$21.77 - $22.25 $138K - $141K
63.4K $1.41M
IGM
Ishares Expanded Tech Sector E

ETFs
2.07K
+ 80.39%
$90.67 - $108.46 $188K - $225K
4.65K $421K
IGE
Ishares Tr North Amern Nat Res

ETFs
2.75K
+ 22.25%
$42.6 - $46.27 $117K - $127K
15.1K $687K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.44K
+ 2.58%
$25.81 - $28.52 $62.9K - $69.5K
96.8K $2.67M
BCIM
Aberdeen Std Invts Etfs
5.59K
+ 29.32%
$19.81 - $22.39 $111K - $125K
24.6K $535K
CTVA
Corteva, Inc.

Basic Materials
320
+ 1.45%
$55.94 - $66.15 $17.9K - $21.2K
22.3K $1.41M
BXSL
Blackstone Secured Lending Fund

Financial Services
4.39K
+ 6.33%
$31.3 - $34.5 $137K - $151K
73.8K $2.39M
KMB
Kimberly Clark Corp

Consumer Defensive
85
+ 0.72%
$124.46 - $147.4 $10.6K - $12.5K
11.9K $1.69M
CEG
Constellation Energy Corp

Utilities
1.48K
+ 21.85%
$201.63 - $347.44 $298K - $513K
8.24K $1.66M
ERJ
Embraer S.A.

Industrials
970
+ 10.54%
$37.11 - $56.4 $36K - $54.7K
10.2K $469K
AEP
American Electric Power CO Inc

Utilities
644
+ 20.38%
$90.32 - $109.27 $58.2K - $70.4K
3.8K $415K
AZN
Astrazeneca PLC

Healthcare
6
+ 0.04%
$65.37 - $77.96 $392 - $468
15.2K $1.11M
PAYX
Paychex Inc

Industrials
256
+ 4.78%
$136.06 - $154.52 $34.8K - $39.6K
5.61K $865K
NEE
Nextera Energy Inc

Utilities
1.79K
+ 10.36%
$66.96 - $76.16 $120K - $136K
19.1K $1.35M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
655
+ 0.87%
$81.83 - $82.73 $53.6K - $54.2K
76.1K $6.3M
RYN
Rayonier Inc

Real Estate
2.15K
+ 7.61%
$24.95 - $28.24 $53.6K - $60.6K
30.4K $846K
VTV
Vanguard Value ETF

ETFs
259
+ 1.39%
$167.73 - $179.21 $43.4K - $46.4K
18.9K $3.26M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.95K
+ 4.24%
$50.87 - $51.09 $98.9K - $99.4K
47.8K $2.44M
CNC
Centene Corp

Healthcare
1.7K
+ 20.91%
$55.93 - $65.89 $95.1K - $112K
9.83K $596K
XLE
Energy Sector Spdr

ETFs
802
+ 21.2%
$85.7 - $93.96 $68.7K - $75.4K
4.59K $428K
XLC
Select Sector Spdr Tr Communic

ETFs
1.09K
+ 22.99%
$94.84 - $105.31 $103K - $115K
5.83K $562K
IDV
Ishares Tr

ETFs
1.03K
+ 5.38%
$27.0 - $31.7 $27.9K - $32.7K
20.2K $627K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.25K
+ 0.74%
$26.63 - $26.75 $59.9K - $60.2K
306K $8.19M
TRGP
Targa Resources Corp.

Energy
3
+ 0.07%
$178.44 - $217.22 $535 - $652
4.29K $860K
GRAB
Grab Holdings LTD

Technology
20K
New
$4.12 - $5.34 $82.4K - $107K
20K $90K
INTC
Intel Corp

Technology
1.03K
+ 4.28%
$19.1 - $27.39 $19.7K - $28.3K
25.2K $571K
NSC
Norfolk Southern Corp

Industrials
311
+ 5.35%
$227.69 - $259.76 $70.8K - $80.8K
6.13K $1.45M
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 0.75%
$890.62 - $1076.86 $15.1K - $18.3K
2.29K $2.17M
VCIT
Vanguard Intermediate Term Cor

ETFs
651
+ 3.25%
$79.17 - $82.04 $51.5K - $53.4K
20.7K $1.69M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.75K
+ 51.47%
$62.43 - $84.12 $109K - $147K
5.15K $335K
PGR
Progressive Corp

Financial Services
22
+ 1.33%
$235.61 - $291.22 $5.18K - $6.41K
1.68K $476K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
3.09K
+ 13.04%
$22.61 - $23.14 $69.9K - $71.5K
26.8K $619K
AVUV
American Centy ETF Tr Avantis

ETFs
1.47K
+ 27.26%
$84.95 - $100.62 $124K - $147K
6.84K $596K
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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