Leavell Investment Management, Inc. Incresed Positions in Q3 2024

Leavell Investment Management, Inc.

  • $1.98 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
460
+ 1.28%
$100.07 - $118.13 $46K - $54.3K
36.4K $4.15M
VOT
Vanguard Mid Cap Growth Index

ETFs
395
+ 1.74%
$218.05 - $243.47 $86.1K - $96.2K
23.1K $5.63M
FNDE
Schwab Fundamental Emerging Mk

ETFs
8.03K
+ 17.72%
$28.02 - $32.68 $225K - $262K
53.4K $1.72M
MSFT
Microsoft Corp

Technology
4.26K
+ 4.89%
$395.15 - $467.56 $1.68M - $1.99M
91.2K $39.3M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.85K
+ 3.98%
$63.46 - $71.43 $117K - $132K
48.3K $3.42M
AVGO
Broadcom Inc.

Technology
15.3K
+ 966.96%
$136.27 - $1745.86 $2.08M - $26.7M
16.9K $2.91M
AXP
American Express CO

Financial Services
635
+ 12.67%
$225.92 - $271.17 $143K - $172K
5.65K $1.53M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
17K
+ 14.45%
$19.01 - $20.7 $323K - $352K
135K $2.75M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
790
+ 16.74%
$460.0 - $505.78 $363K - $400K
5.51K $2.56M
IBMO
Ishares Tr Ibonds December 202

ETFs
10.9K
+ 5.57%
$25.26 - $25.66 $276K - $281K
207K $5.31M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
12.3K
+ 147.97%
$24.91 - $25.63 $307K - $316K
20.7K $529K
FLKR
Franklin Templeton ETF Tr

ETFs
17.3K
+ 21.1%
$19.67 - $22.77 $340K - $393K
99.1K $2.1M
CL
Colgate Palmolive CO

Consumer Defensive
353
+ 0.88%
$95.54 - $108.77 $33.7K - $38.4K
40.6K $4.21M
SCHV
Schwab Strategic Tr Us Large C

ETFs
269
+ 0.6%
$73.43 - $80.37 $19.8K - $21.6K
45.3K $3.64M
SNA
Snap On Inc

Industrials
900
+ 58.44%
$255.35 - $289.77 $230K - $261K
2.44K $707K
T
At&T Inc.

Communication Services
6.85K
+ 15.65%
$18.21 - $22.28 $125K - $153K
50.6K $1.11M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
2.72K
+ 9.53%
$50.64 - $55.7 $138K - $152K
31.3K $1.74M
DVY
Ishares Tr

ETFs
1.65K
+ 45.78%
$119.99 - $135.74 $198K - $224K
5.25K $708K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
4.98K
+ 16.97%
$45.75 - $50.32 $228K - $250K
34.3K $1.7M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
8.26K
+ 2.7%
$26.42 - $26.67 $218K - $220K
314K $8.37M
LNG
Cheniere Energy, Inc.

Energy
1.05K
+ 6.3%
$172.24 - $186.09 $181K - $195K
17.7K $3.19M
IEMG
Ishares Inc

ETFs
4.81K
+ 7.8%
$53.64 - $53.64 $258K - $258K
66.5K $3.57M
SCHW
Schwab Charles Corp

Financial Services
5.03K
+ 71.87%
$61.74 - $76.08 $310K - $383K
12K $779K
CLX
Clorox CO

Consumer Defensive
1
+ 0.01%
$131.73 - $166.97 $132 - $167
9.85K $1.6M
VBR
Vanguard Small Cap Value ETF

ETFs
169
+ 1.37%
$179.99 - $201.6 $30.4K - $34.1K
12.5K $2.51M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
11.2K
+ 28.61%
$19.92 - $20.67 $222K - $231K
50.2K $1.03M
PAYX
Paychex Inc

Industrials
1.5K
+ 47.51%
$116.17 - $135.19 $174K - $202K
4.65K $623K
CHD
Church & Dwight CO Inc

Consumer Defensive
2.25K
+ 23.56%
$98.01 - $106.59 $221K - $240K
11.8K $1.24M
NEE
Nextera Energy Inc

Utilities
220
+ 1.38%
$69.9 - $84.97 $15.4K - $18.7K
16.2K $1.37M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.35K
+ 3.07%
$100.3 - $100.74 $236K - $237K
79K $7.96M
PM
Philip Morris International Inc.

Consumer Defensive
242
+ 2.34%
$101.25 - $127.45 $24.5K - $30.8K
10.6K $1.29M
AJG
Arthur J. Gallagher & Co.

Financial Services
142
+ 1.63%
$259.22 - $299.75 $36.8K - $42.6K
8.87K $2.49M
VGT
Vanguard Information Technolog

ETFs
106
+ 0.64%
$514.43 - $606.85 $54.5K - $64.3K
16.8K $9.85M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.21K
+ 8.22%
$44.83 - $47.42 $144K - $152K
42.2K $1.99M
VBK
Vanguard Small Cap Growth ETF

ETFs
519
+ 10.7%
$240.48 - $267.94 $125K - $139K
5.37K $1.44M
MMM
3 M CO

Industrials
1
+ 0.02%
$99.69 - $139.42 $99.7 - $139
6.06K $827K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
13.2K
+ 8.37%
$13.82 - $14.39 $183K - $190K
171K $2.42M
UNP
Union Pacific Corp

Industrials
60
+ 0.65%
$221.78 - $256.09 $13.3K - $15.4K
9.23K $2.27M
VMC
Vulcan Materials CO

Basic Materials
464
+ 0.87%
$231.83 - $274.51 $108K - $127K
53.9K $13.5M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
550
+ 3.55%
$102.5 - $112.27 $56.4K - $61.7K
16.1K $1.8M
AVUV
American Centy ETF Tr Avantis

ETFs
1.75K
+ 48.82%
$88.24 - $99.7 $154K - $174K
5.32K $510K
MSI
Motorola Solutions, Inc.

Technology
254
+ 21.62%
$385.65 - $450.49 $98K - $114K
1.43K $642K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.02%
$247.34 - $300.11 $247 - $300
4.69K $1.4M
D
Dominion Energy, Inc

Utilities
1.88K
+ 22.31%
$48.01 - $58.53 $90.2K - $110K
10.3K $595K
MUB
Ishares National Muni Bond ETF

ETFs
1.64K
+ 69.91%
$106.13 - $108.7 $174K - $179K
3.99K $433K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 0.3%
$3305.62 - $4268.05 $6.61K - $8.54K
672 $2.83M
ISRG
Intuitive Surgical Inc

Healthcare
25
+ 0.71%
$416.14 - $494.01 $10.4K - $12.4K
3.53K $1.73M
FCX
Freeport Mcmoran Inc

Basic Materials
1.38K
+ 1.77%
$39.52 - $51.92 $54.3K - $71.4K
79.2K $3.95M
VPU
Vanguard Utilities ETF

ETFs
328
+ 8.07%
$146.64 - $174.54 $48.1K - $57.2K
4.39K $764K
Activity Summary
Buys All Purchases 296 New Holdings 48 Increased Positions 248 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Leavell Investment Management, Inc. Portfolio

Follow Leavell Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leavell Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Leavell Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email