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
AZN
Astrazeneca PLC

Healthcare
6
+ 0.04%
$65.37 - $77.96 $392 - $468
15.2K $1.11M
PAYX
Paychex Inc

Industrials
256
+ 4.78%
$136.06 - $154.52 $34.8K - $39.6K
5.61K $865K
NEE
Nextera Energy Inc

Utilities
1.79K
+ 10.36%
$66.96 - $76.16 $120K - $136K
19.1K $1.35M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
655
+ 0.87%
$81.83 - $82.73 $53.6K - $54.2K
76.1K $6.3M
RYN
Rayonier Inc

Real Estate
2.15K
+ 7.61%
$24.95 - $28.24 $53.6K - $60.6K
30.4K $846K
VTV
Vanguard Value ETF

ETFs
259
+ 1.39%
$167.73 - $179.21 $43.4K - $46.4K
18.9K $3.26M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.95K
+ 4.24%
$50.87 - $51.09 $98.9K - $99.4K
47.8K $2.44M
XLC
Select Sector Spdr Tr Communic

ETFs
1.09K
+ 22.99%
$94.84 - $105.31 $103K - $115K
5.83K $562K
CNC
Centene Corp

Healthcare
1.7K
+ 20.91%
$55.93 - $65.89 $95.1K - $112K
9.83K $596K
XLE
Energy Sector Spdr

ETFs
802
+ 21.2%
$85.7 - $93.96 $68.7K - $75.4K
4.59K $428K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.25K
+ 0.74%
$26.63 - $26.75 $59.9K - $60.2K
306K $8.19M
TRGP
Targa Resources Corp.

Energy
3
+ 0.07%
$178.44 - $217.22 $535 - $652
4.29K $860K
INTC
Intel Corp

Technology
1.03K
+ 4.28%
$19.1 - $27.39 $19.7K - $28.3K
25.2K $571K
NSC
Norfolk Southern Corp

Industrials
311
+ 5.35%
$227.69 - $259.76 $70.8K - $80.8K
6.13K $1.45M
VCIT
Vanguard Intermediate Term Cor

ETFs
651
+ 3.25%
$79.17 - $82.04 $51.5K - $53.4K
20.7K $1.69M
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 0.75%
$890.62 - $1076.86 $15.1K - $18.3K
2.29K $2.17M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.75K
+ 51.47%
$62.43 - $84.12 $109K - $147K
5.15K $335K
PGR
Progressive Corp

Financial Services
22
+ 1.33%
$235.61 - $291.22 $5.18K - $6.41K
1.68K $476K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
3.09K
+ 13.04%
$22.61 - $23.14 $69.9K - $71.5K
26.8K $619K
AVUV
American Centy ETF Tr Avantis

ETFs
1.47K
+ 27.26%
$84.95 - $100.62 $124K - $147K
6.84K $596K
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
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
2.94K
+ 19.15%
$21.16 - $21.77 $62.2K - $64K
18.3K $398K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4
+ 1.5%
$1187.71 - $1432.58 $4.75K - $5.73K
270 $386K
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
SHW
Sherwin Williams CO

Basic Materials
77
+ 1.87%
$330.16 - $365.55 $25.4K - $28.1K
4.2K $1.47M
NUE
Nucor Corp

Basic Materials
300
+ 3.77%
$114.48 - $142.52 $34.3K - $42.8K
8.27K $994K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.42K
+ 21.82%
$59.61 - $66.71 $84.3K - $94.4K
7.9K $477K
ENB
Enbridge Inc

Energy
358
+ 1.46%
$41.54 - $45.45 $14.9K - $16.3K
24.8K $1.1M
VOYA
Voya Financial, Inc.

Financial Services
1K
+ 20.0%
$65.1 - $75.67 $65.1K - $75.7K
6K $406K
CI
Cigna Corp

Healthcare
46
+ 5.27%
$274.49 - $329.0 $12.6K - $15.1K
919 $302K
MDT
Medtronic PLC

Healthcare
79
+ 1.48%
$79.84 - $94.5 $6.31K - $7.47K
5.41K $486K
PRI
Primerica, Inc.

Financial Services
163
+ 14.44%
$271.41 - $296.43 $44.2K - $48.3K
1.29K $367K
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
EFA
Ishares Tr Msci Eafe ETF

ETFs
198
+ 3.61%
$74.85 - $84.89 $14.8K - $16.8K
5.69K $464K
VNQ
Vanguard Specialized Funds Van

ETFs
167
+ 0.71%
$85.55 - $94.34 $14.3K - $15.8K
23.8K $2.15M
UDR
Udr, Inc.

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

Utilities
200
+ 3.41%
$56.66 - $66.04 $11.3K - $13.2K
6.06K $390K
VHT
Vanguard Health Care ETF

ETFs
18
+ 0.54%
$254.06 - $273.83 $4.57K - $4.93K
3.38K $895K
KLAC
Kla Corp

Technology
23
+ 4.28%
$636.62 - $777.63 $14.6K - $17.9K
560 $380K
NRG
Nrg Energy, Inc.

Utilities
204
+ 4.92%
$84.82 - $113.33 $17.3K - $23.1K
4.35K $415K
MU
Micron Technology Inc

Technology
355
+ 10.33%
$86.89 - $109.38 $30.8K - $38.8K
3.79K $329K
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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