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
VBK
Vanguard Small Cap Growth ETF

ETFs
296
+ 5.51%
$264.18 - $304.19 $78.2K - $90K
5.67K $1.59M
NFLX
Netflix Inc

Communication Services
36
+ 5.79%
$687.65 - $936.56 $24.8K - $33.7K
658 $586K
CPNG
Coupang, Inc.

Consumer Cyclical
7.2K
+ 64.29%
$21.98 - $26.89 $158K - $194K
18.4K $404K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
5.46K
+ 26.41%
$25.06 - $25.59 $137K - $140K
26.1K $657K
PAYX
Paychex Inc

Industrials
708
+ 15.23%
$135.86 - $148.73 $96.2K - $105K
5.36K $751K
PANW
Palo Alto Networks Inc

Technology
2.33K
+ 126.1%
$181.96 - $405.9 $424K - $945K
4.18K $759K
IBM
International Business Machines Corp

Technology
672
+ 3.64%
$204.9 - $238.04 $138K - $160K
19.2K $4.21M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
906
+ 10.79%
$89.97 - $98.59 $81.5K - $89.3K
9.3K $883K
JELD
Jeld Wen Holding, Inc.

Industrials
15K
New
$8.06 - $16.22 $121K - $243K
15K $122K
ISRG
Intuitive Surgical Inc

Healthcare
25
+ 0.71%
$471.27 - $550.62 $11.8K - $13.8K
3.56K $1.86M
IP
International Paper CO

Consumer Cyclical
1.2K
+ 11.74%
$46.64 - $59.57 $56K - $71.5K
11.4K $614K
IDCC
Inter Digital, Inc.

Communication Services
149
+ 9.11%
$142.61 - $200.59 $21.2K - $29.9K
1.78K $345K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
5.52K
+ 30.34%
$22.71 - $23.47 $125K - $129K
23.7K $540K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.35K
+ 39.98%
$88.59 - $94.57 $119K - $127K
4.71K $418K
PM
Philip Morris International Inc.

Consumer Defensive
899
+ 8.48%
$118.38 - $133.06 $106K - $120K
11.5K $1.38M
CAH
Cardinal Health Inc

Healthcare
50
+ 0.44%
$107.89 - $125.33 $5.39K - $6.27K
11.5K $1.36M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.02K
+ 2.99%
$77.86 - $79.27 $235K - $239K
104K $8.11M
GLW
Corning Inc

Technology
1.43K
+ 13.88%
$44.11 - $49.76 $62.9K - $70.9K
11.7K $555K
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.2K
+ 5.02%
$71.75 - $75.11 $805K - $843K
235K $16.9M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.27K
+ 5.94%
$65.67 - $69.79 $83.5K - $88.7K
22.7K $1.52M
XLC
Select Sector Spdr Tr Communic

ETFs
523
+ 12.4%
$89.66 - $102.16 $46.9K - $53.4K
4.74K $458K
GILD
Gilead Sciences, Inc.

Healthcare
395
+ 8.83%
$83.95 - $97.9 $33.2K - $38.7K
4.87K $449K
DFUS
Dimensional ETF Tr U S Equity

ETFs
964
+ 17.46%
$61.52 - $66.5 $59.3K - $64.1K
6.48K $413K
FISV
Fiserv Inc

Technology
550
+ 21.29%
N/A
3.13K $392K
NRG
Nrg Energy, Inc.

Utilities
795
+ 23.7%
$85.3 - $101.61 $67.8K - $80.8K
4.15K $374K
WRB
Berkley W R Corp

Financial Services
110
+ 0.35%
$56.48 - $64.94 $6.21K - $7.14K
31.3K $1.83M
BA
Boeing CO

Industrials
32
+ 1.43%
$138.14 - $180.72 $4.42K - $5.78K
2.26K $400K
ENB
Enbridge Inc

Energy
385
+ 1.6%
$40.4 - $43.92 $15.6K - $16.9K
24.5K $1.04M
TJX
Tjx Companies Inc

Consumer Cyclical
403
+ 11.75%
$112.15 - $127.2 $45.2K - $51.3K
3.83K $463K
ALL
Allstate Corp

Financial Services
269
+ 17.16%
$181.25 - $208.2 $48.8K - $56K
1.84K $354K
ERJ
Embraer S.A.

Industrials
1.15K
+ 14.29%
$32.46 - $40.0 $37.3K - $46K
9.2K $337K
TFC
Truist Financial Corp

Financial Services
886
+ 4.48%
$41.51 - $48.1 $36.8K - $42.6K
20.7K $895K
WMB
Williams Companies, Inc.

Energy
146
+ 3.1%
$46.37 - $59.74 $6.77K - $8.72K
4.86K $263K
MO
Altria Group, Inc.

Consumer Defensive
379
+ 1.64%
$49.06 - $57.74 $18.6K - $21.9K
23.5K $1.23M
SCHA
Schwab Strategic Tr Us Small C

ETFs
57.2K
+ 102.21%
$25.33 - $51.16 $1.45M - $2.93M
113K $2.93M
ORCL
Oracle Corp

Technology
986
+ 3.0%
$165.41 - $192.43 $163K - $190K
33.9K $5.64M
LNT
Alliant Energy Corp

Utilities
826
+ 16.41%
$56.24 - $63.63 $46.5K - $52.6K
5.86K $346K
IGE
Ishares Tr North Amern Nat Res

ETFs
1.28K
+ 11.55%
$41.52 - $48.01 $53.1K - $61.5K
12.4K $528K
KMX
Carmax Inc

Consumer Cyclical
300
+ 9.51%
$71.11 - $87.2 $21.3K - $26.2K
3.45K $282K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
970
+ 7.96%
$47.58 - $48.56 $46.2K - $47.1K
13.2K $628K
ABT
Abbott Laboratories

Healthcare
580
+ 1.59%
$111.93 - $119.39 $64.9K - $69.2K
37K $4.18M
SYY
Sysco Corp

Consumer Defensive
501
+ 9.7%
$73.63 - $81.77 $36.9K - $41K
5.67K $433K
AJG
Arthur J. Gallagher & Co.

Financial Services
26
+ 0.29%
$278.49 - $315.16 $7.24K - $8.19K
8.89K $2.52M
XLK
Technology Sector Spdr

ETFs
44
+ 1.55%
$220.26 - $241.44 $9.69K - $10.6K
2.89K $671K
KMB
Kimberly Clark Corp

Consumer Defensive
1.12K
+ 10.5%
$130.37 - $146.09 $146K - $163K
11.8K $1.54M
AEP
American Electric Power CO Inc

Utilities
575
+ 22.24%
$90.91 - $102.21 $52.3K - $58.8K
3.16K $291K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
23
+ 2.12%
$229.83 - $258.46 $5.29K - $5.94K
1.11K $273K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.11K
+ 5.89%
$80.13 - $83.77 $89.3K - $93.3K
20K $1.61M
IJK
Ishares S&P Midcap 400 Growth

ETFs
250
+ 10.77%
$90.66 - $99.46 $22.7K - $24.9K
2.57K $233K
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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