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
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
799
+ 10.75%
$73.78 - $76.59 $59K - $61.2K
8.23K $630K
VRT
Vertiv Holdings CO

Industrials
865
+ 35.09%
N/A
3.33K $288K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4
+ 1.5%
$1187.71 - $1432.58 $4.75K - $5.73K
270 $386K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
2.94K
+ 19.15%
$21.16 - $21.77 $62.2K - $64K
18.3K $398K
SCHW
Schwab Charles Corp

Financial Services
232
+ 1.96%
$71.24 - $83.64 $16.5K - $19.4K
12.1K $943K
ATO
Atmos Energy Corp

Utilities
281
+ 19.17%
$136.51 - $154.58 $38.4K - $43.4K
1.75K $270K
NUE
Nucor Corp

Basic Materials
300
+ 3.77%
$114.48 - $142.52 $34.3K - $42.8K
8.27K $994K
SHW
Sherwin Williams CO

Basic Materials
77
+ 1.87%
$330.16 - $365.55 $25.4K - $28.1K
4.2K $1.47M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.42K
+ 21.82%
$59.61 - $66.71 $84.3K - $94.4K
7.9K $477K
VOYA
Voya Financial, Inc.

Financial Services
1K
+ 20.0%
$65.1 - $75.67 $65.1K - $75.7K
6K $406K
PRI
Primerica, Inc.

Financial Services
163
+ 14.44%
$271.41 - $296.43 $44.2K - $48.3K
1.29K $367K
MDT
Medtronic PLC

Healthcare
79
+ 1.48%
$79.84 - $94.5 $6.31K - $7.47K
5.41K $486K
CI
Cigna Corp

Healthcare
46
+ 5.27%
$274.49 - $329.0 $12.6K - $15.1K
919 $302K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
500
+ 3.03%
$106.44 - $113.12 $53.2K - $56.6K
17K $1.86M
ILMN
Illumina, Inc.

Healthcare
1.8K
+ 116.28%
$79.34 - $144.22 $143K - $260K
3.35K $265K
VIG
Vanguard Dividend Appreciation

ETFs
324
+ 0.53%
N/A
61.5K $11.2M
IEMG
Ishares Inc

ETFs
1.03K
+ 1.43%
N/A
72.8K $3.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
105
+ 2.2%
$283.24 - $338.07 $29.7K - $35.5K
4.89K $1.44M
VNQ
Vanguard Specialized Funds Van

ETFs
167
+ 0.71%
$85.55 - $94.34 $14.3K - $15.8K
23.8K $2.15M
EFA
Ishares Tr Msci Eafe ETF

ETFs
198
+ 3.61%
$74.85 - $84.89 $14.8K - $16.8K
5.69K $464K
UDR
Udr, Inc.

Real Estate
880
+ 17.15%
$40.09 - $46.04 $35.3K - $40.5K
6.01K $271K
LNT
Alliant Energy Corp

Utilities
200
+ 3.41%
$56.66 - $66.04 $11.3K - $13.2K
6.06K $390K
VLUE
Ishares Msci Usa Value Factor

ETFs
373
+ 8.44%
$104.89 - $113.56 $39.1K - $42.4K
4.8K $511K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
173
+ 1.1%
$126.11 - $135.06 $21.8K - $23.4K
15.8K $2.04M
KLAC
Kla Corp

Technology
23
+ 4.28%
$636.62 - $777.63 $14.6K - $17.9K
560 $380K
VHT
Vanguard Health Care ETF

ETFs
18
+ 0.54%
$254.06 - $273.83 $4.57K - $4.93K
3.38K $895K
NRG
Nrg Energy, Inc.

Utilities
204
+ 4.92%
$84.82 - $113.33 $17.3K - $23.1K
4.35K $415K
PEG
Public Service Enterprise Group Inc

Utilities
654
+ 10.55%
$78.2 - $90.39 $51.1K - $59.1K
6.85K $563K
ET
Energy Transfer LP

Energy
3.51K
+ 13.93%
$17.26 - $21.08 $60.7K - $74.1K
28.7K $534K
MU
Micron Technology Inc

Technology
355
+ 10.33%
$86.89 - $109.38 $30.8K - $38.8K
3.79K $329K
DCI
Donaldson CO Inc

Industrials
636
+ 4.61%
$66.51 - $72.28 $42.3K - $46K
14.4K $968K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
92
+ 0.24%
$44.72 - $46.25 $4.11K - $4.26K
38.4K $1.77M
IDCC
Inter Digital, Inc.

Communication Services
60
+ 3.36%
$171.68 - $225.72 $10.3K - $13.5K
1.84K $381K
NFLX
Netflix Inc

Communication Services
10
+ 1.52%
$828.4 - $1058.6 $8.28K - $10.6K
668 $622K
DHI
Horton D R Inc

Consumer Cyclical
549
+ 19.77%
$125.29 - $147.65 $68.8K - $81.1K
3.33K $422K
GLW
Corning Inc

Technology
1.19K
+ 10.19%
$44.91 - $54.25 $53.5K - $64.6K
12.9K $589K
CPNG
Coupang, Inc.

Consumer Cyclical
1.5K
+ 8.15%
$21.34 - $25.52 $32K - $38.3K
19.9K $436K
NEAR
Blackrock Short Maturity Bond

ETFs
500
+ 2.76%
$50.4 - $50.89 $25.2K - $25.4K
18.6K $946K
ALL
Allstate Corp

Financial Services
26
+ 1.42%
$180.99 - $210.18 $4.71K - $5.46K
1.86K $385K
TDG
Trans Digm Group Inc

Industrials
4
+ 1.92%
$1251.32 - $1394.11 $5.01K - $5.58K
212 $293K
TXN
Texas Instruments Inc

Technology
152
+ 0.5%
N/A
30.4K $5.91M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
180
+ 0.81%
$37.07 - $40.63 $6.67K - $7.31K
22.5K $884K
WMB
Williams Companies, Inc.

Energy
1
+ 0.02%
$54.02 - $61.09 $54 - $61.1
4.86K $290K
OXY
Occidental Petroleum Corp

Energy
511
+ 8.84%
$45.45 - $52.7 $23.2K - $26.9K
6.29K $310K
NVO
Novo Nordisk A S

Healthcare
1.3K
+ 32.86%
$69.3 - $90.95 $90.4K - $119K
5.27K $366K
D
Dominion Energy, Inc

Utilities
40
+ 0.41%
$52.85 - $57.43 $2.11K - $2.3K
9.8K $549K
SPGI
S&P Global Inc.

Financial Services
11
+ 0.61%
$478.26 - $543.77 $5.26K - $5.98K
1.81K $919K
HSY
Hershey CO

Consumer Defensive
48
+ 0.49%
$144.74 - $186.36 $6.95K - $8.95K
9.79K $1.67M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
510
+ 5.53%
$25.07 - $26.54 $12.8K - $13.5K
9.73K $255K
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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