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
MMM
3 M CO

Industrials
492
+ 8.13%
$124.74 - $137.12 $61.4K - $67.5K
6.55K $845K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
210
+ 6.95%
$65.31 - $74.15 $13.7K - $15.6K
3.23K $218K
TGT
Target Corp

Consumer Defensive
979
+ 17.3%
$121.59 - $160.69 $119K - $157K
6.64K $897K
EWJ
Ishares Msci Japan ETF

ETFs
1.09K
+ 8.02%
$66.18 - $71.84 $72.1K - $78.2K
14.7K $984K
SHV
Ishares Tr

ETFs
144
+ 1.93%
$109.92 - $110.57 $15.8K - $15.9K
7.62K $838K
TROW
Price T Rowe Group Inc

Financial Services
1
+ 0.03%
$106.48 - $124.69 $106 - $125
2.9K $327K
VHT
Vanguard Health Care ETF

ETFs
378
+ 12.66%
$250.81 - $283.3 $94.8K - $107K
3.36K $853K
VBR
Vanguard Small Cap Value ETF

ETFs
217
+ 1.73%
$197.36 - $217.3 $42.8K - $47.2K
12.7K $2.52M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
1K
+ 6.97%
$21.25 - $22.07 $21.3K - $22.1K
15.4K $327K
TXN
Texas Instruments Inc

Technology
49
+ 0.16%
N/A
30.2K $5.88M
OTIS
Otis Worldwide Corp

Industrials
327
+ 15.16%
$92.57 - $106.01 $30.3K - $34.7K
2.48K $230K
FNDA
Schwab Fundamental U S Small C

ETFs
19.5K
+ 101.56%
$29.26 - $59.11 $570K - $1.15M
38.7K $1.15M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
6.77K
+ 97.13%
$27.45 - $55.56 $186K - $376K
13.7K $388K
MSFT
Microsoft Corp

Technology
1.9K
+ 2.08%
$406.35 - $454.46 $772K - $863K
93.1K $39.3M
VLUE
Ishares Msci Usa Value Factor

ETFs
151
+ 3.54%
$104.01 - $115.38 $15.7K - $17.4K
4.42K $467K
Brookfield Infrastructure Corp
19.9K
New
N/A
19.9K $0
Ge Vernova Inc
2.62K
+ 70.48%
N/A
6.35K $0
Ge Healthcare Technologi
5.3K
+ 19.36%
N/A
32.7K $0
ICSH
Blackrock Ultra Short Term Bon

ETFs
59
+ 0.64%
$50.35 - $50.69 $2.97K - $2.99K
9.25K $466K
Dave Inc Class A
2.56K
New
N/A
2.56K $0
Black Rock Inc
411
New
N/A
411 $0
Vanguard Core Plus Bond ETF
10.1K
+ 80.55%
N/A
22.6K $0
Psq Hldgs Inc Class A
41.6K
New
N/A
41.6K $0
Arm Hldgs PLC F Unsponsored Adr
4.44K
New
N/A
4.44K $0
Janus Henderson Secrtz Inc ETF
9.61K
New
N/A
9.61K $0
PDBA
Inv.Act.Mangd Exch Trd Comm.Fd
2.56K
+ 28.89%
N/A
11.4K $0
Lam Research Corporation New
23.8K
New
N/A
23.8K $0
ABB
Abb LTD

Industrials
4.46K
New
N/A
4.46K $0
I Shares Ibond Dec 2029 Muni ETF
5.25K
+ 62.48%
N/A
13.7K $0
Doubleline Commercial Rl Est ETF
11.5K
+ 11.21%
N/A
114K $0
23andme Hldg CO Class A
10K
New
N/A
10K $0
Linde PLC Shs
248
+ 5.88%
N/A
4.47K $0
CARR
Carrier Global Corp

Industrials
895
+ 17.79%
$66.69 - $82.65 $59.7K - $74K
5.93K $404K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
217
+ 0.63%
$48.96 - $52.85 $10.6K - $11.5K
34.5K $1.7M
MET
Metlife Inc

Financial Services
3
+ 0.05%
$78.15 - $88.25 $234 - $265
6.11K $499K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
449
+ 2.8%
$108.28 - $117.54 $48.6K - $52.8K
16.5K $1.8M
IGR
Cbre Global Real Estate Income Fund

Financial Services
2.5K
+ 25.0%
$4.81 - $6.44 $12K - $16.1K
12.5K $60K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
55
+ 0.9%
$40.59 - $43.47 $2.23K - $2.39K
6.16K $250K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
75
+ 1.51%
$51.33 - $53.74 $3.85K - $4.03K
5.05K $260K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
1.6K
+ 9.47%
$3.8 - $4.57 $6.08K - $7.31K
18.5K $71K
APD
Air Products & Chemicals, Inc.

Basic Materials
91
+ 1.94%
$285.5 - $335.62 $26K - $30.5K
4.78K $1.39M
TIP
Ishares Tr Tips Bd ETF

ETFs
4
+ 0.14%
$106.33 - $110.69 $425 - $443
2.79K $297K
PFG
Principal Financial Group Inc

Financial Services
138
+ 5.4%
$74.91 - $91.26 $10.3K - $12.6K
2.69K $208K
BCIM
Aberdeen Std Invts Etfs
2.78K
+ 17.07%
$19.96 - $24.83 $55.5K - $69K
19.1K $381K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
394
+ 0.79%
$20.08 - $20.61 $7.91K - $8.12K
50.6K $1.02M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
1K
+ 9.32%
$18.42 - $22.58 $18.4K - $22.6K
11.7K $221K
IWD
Ishares Russell 1000 Val ETF

ETFs
3
+ 0.09%
$183.23 - $199.79 $550 - $599
3.38K $626K
EBAY
Ebay Inc

Consumer Cyclical
77
+ 1.25%
$57.51 - $67.17 $4.43K - $5.17K
6.24K $386K
CB
Chubb LTD

Financial Services
35
+ 1.5%
$271.57 - $301.89 $9.5K - $10.6K
2.36K $652K
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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