Leavell Investment Management, Inc. Incresed Positions in Q1 2025

Leavell Investment Management, Inc.

  • $1.98 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
29.7K
+ 14.62%
$49.74 - $58.96 $1.48M - $1.75M
233K $13.7M
ABBV
Abb Vie Inc.

Healthcare
187
+ 0.23%
$169.2 - $216.66 $31.6K - $40.5K
79.9K $16.7M
FNDF
Schwab Fundamental Intl Large

ETFs
16.8K
+ 2.55%
$32.9 - $37.45 $554K - $631K
677K $24.5M
VEA
Vanguard Ftse Developed Market

ETFs
13.3K
+ 2.53%
$47.4 - $52.99 $631K - $706K
539K $27.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
303
+ 1.2%
$442.66 - $534.52 $134K - $162K
25.6K $13.6M
MGV
Vanguard Mega Cap Value

ETFs
12K
+ 8.18%
$123.61 - $133.01 $1.49M - $1.6M
159K $20.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
34.5K
+ 8.11%
$51.52 - $52.37 $1.78M - $1.81M
460K $24.1M
MBB
Ishares Tr

ETFs
17.7K
+ 10.8%
$90.37 - $94.08 $1.6M - $1.67M
182K $17.1M
SO
Southern CO

Utilities
2.34K
+ 1.28%
$80.96 - $92.96 $190K - $218K
185K $17M
RECS
Columbia ETF Tr I

ETFs
55.6K
+ 161.12%
$32.64 - $36.08 $1.81M - $2.01M
90.1K $2.99M
IQLT
Ishares Msci Intl Quality Fact

ETFs
31.8K
+ 44.82%
$36.91 - $41.03 $1.18M - $1.31M
103K $4.08M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
11.6K
+ 15.29%
$100.59 - $103.47 $1.17M - $1.2M
87.6K $9.07M
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.53K
+ 2.57%
$55.75 - $77.63 $85.2K - $119K
61K $4.74M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
13K
+ 13.62%
$100.34 - $100.68 $1.3M - $1.3M
108K $10.9M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.19K
+ 4.13%
$114.57 - $118.14 $823K - $849K
181K $21.4M
LLY
Eli Lilly & CO

Healthcare
1.11K
+ 17.3%
$725.72 - $929.72 $808K - $1.03M
7.55K $6.23M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.42K
+ 22.55%
$402.49 - $513.76 $573K - $731K
7.73K $3.75M
JNJ
Johnson & Johnson

Healthcare
2.06K
+ 5.38%
$142.06 - $167.7 $293K - $346K
40.4K $6.69M
IBM
International Business Machines Corp

Technology
2.32K
+ 12.09%
$217.4 - $264.74 $503K - $613K
21.5K $5.34M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
9.56K
+ 8.65%
$78.97 - $85.82 $755K - $820K
120K $9.95M
WM
Waste Management Inc

Industrials
405
+ 1.24%
$200.54 - $233.78 $81.2K - $94.7K
33.1K $7.66M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
34.6K
+ 19.47%
$19.66 - $21.64 $680K - $748K
212K $4.55M
XOM
Exxon Mobil Corp

Energy
1.86K
+ 2.79%
$105.44 - $118.93 $196K - $221K
68.4K $8.13M
IDEV
Ishares Core Msci Intl Develop

ETFs
10.7K
+ 20.86%
$63.77 - $71.36 $682K - $763K
62K $4.27M
AMGN
Amgen Inc

Healthcare
172
+ 0.96%
$258.59 - $327.36 $44.5K - $56.3K
18.1K $5.63M
KMI
Kinder Morgan, Inc.

Energy
28.5K
+ 26.06%
$26.1 - $31.22 $744K - $890K
138K $3.94M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.5K
+ 8.45%
$42.5 - $46.71 $658K - $724K
199K $9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.38K
+ 3.14%
$71.17 - $73.66 $525K - $544K
242K $17.8M
MCD
Mcdonalds Corp

Consumer Cyclical
25
+ 0.06%
$279.74 - $321.29 $6.99K - $8.03K
39.3K $12.3M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
59K
+ 28.79%
$13.33 - $14.08 $786K - $830K
264K $3.66M
SLV
I Shares Silver Trust

ETFs
16.3K
+ 23.66%
$26.93 - $31.32 $438K - $510K
85.1K $2.64M
KO
Coca Cola CO

Consumer Defensive
956
+ 1.25%
$60.81 - $72.32 $58.1K - $69.1K
77.1K $5.52M
C
Citigroup Inc

Financial Services
10.8K
+ 296.5%
$67.23 - $84.63 $724K - $912K
14.4K $1.02M
UBER
Uber Technologies, Inc

Technology
6.94K
+ 33.98%
$63.17 - $81.49 $438K - $566K
27.4K $1.99M
ABT
Abbott Laboratories

Healthcare
132
+ 0.36%
$111.1 - $140.22 $14.7K - $18.5K
37.1K $4.92M
GS
Goldman Sachs Group Inc

Financial Services
1.5K
+ 47.71%
$524.81 - $672.19 $788K - $1.01M
4.65K $2.54M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
29.7K
+ 10.27%
N/A
319K $7.58M
ICE
Intercontinental Exchange, Inc.

Financial Services
18
+ 0.06%
$142.8 - $176.36 $2.57K - $3.17K
29.3K $5.06M
GE
General Electric CO

Industrials
1.53K
+ 13.33%
$168.59 - $212.13 $258K - $324K
13K $2.6M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
26.5K
+ 16.2%
$23.9 - $24.18 $634K - $641K
190K $4.6M
VO
Vanguard Mid Cap ETF

ETFs
6.29K
+ 3.58%
$251.87 - $277.95 $1.59M - $1.75M
182K $47.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.01K
+ 6.74%
$77.7 - $78.94 $544K - $553K
111K $8.76M
PHYS
Sprott Physical Gold Trust

Financial Services
2.18K
+ 1.58%
$20.25 - $24.06 $44.1K - $52.4K
140K $3.37M
XCEM
Columbia ETF Tr Ii

ETFs
20.2K
+ 21.61%
$29.18 - $30.72 $590K - $621K
114K $3.36M
AJG
Arthur J. Gallagher & Co.

Financial Services
127
+ 1.43%
$275.89 - $345.24 $35K - $43.8K
9.02K $3.11M
WEC
Wec Energy Group, Inc.

Utilities
1.04K
+ 3.48%
$92.12 - $108.98 $96.1K - $114K
31K $3.38M
PLTR
Palantir Technologies Inc.

Technology
432
+ 0.74%
$64.98 - $124.62 $28.1K - $53.8K
58.6K $4.95M
IEF
Ishares Barclays

ETFs
3.95K
+ 7.1%
$91.17 - $95.39 $360K - $377K
59.6K $5.69M
DE
Deere & CO

Industrials
332
+ 3.96%
$408.57 - $509.27 $136K - $169K
8.71K $4.09M
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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