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
ET
Energy Transfer LP

Energy
3.51K
+ 13.93%
$17.26 - $21.08 $60.7K - $74.1K
28.7K $534K
PEG
Public Service Enterprise Group Inc

Utilities
654
+ 10.55%
$78.2 - $90.39 $51.1K - $59.1K
6.85K $563K
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
GLW
Corning Inc

Technology
1.19K
+ 10.19%
$44.91 - $54.25 $53.5K - $64.6K
12.9K $589K
DHI
Horton D R Inc

Consumer Cyclical
549
+ 19.77%
$125.29 - $147.65 $68.8K - $81.1K
3.33K $422K
NEAR
Blackrock Short Maturity Bond

ETFs
500
+ 2.76%
$50.4 - $50.89 $25.2K - $25.4K
18.6K $946K
CPNG
Coupang, Inc.

Consumer Cyclical
1.5K
+ 8.15%
$21.34 - $25.52 $32K - $38.3K
19.9K $436K
TDG
Trans Digm Group Inc

Industrials
4
+ 1.92%
$1251.32 - $1394.11 $5.01K - $5.58K
212 $293K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
180
+ 0.81%
$37.07 - $40.63 $6.67K - $7.31K
22.5K $884K
TXN
Texas Instruments Inc

Technology
152
+ 0.5%
N/A
30.4K $5.91M
WMB
Williams Companies, Inc.

Energy
1
+ 0.02%
$54.02 - $61.09 $54 - $61.1
4.86K $290K
NVO
Novo Nordisk A S

Healthcare
1.3K
+ 32.86%
$69.3 - $90.95 $90.4K - $119K
5.27K $366K
OXY
Occidental Petroleum Corp

Energy
511
+ 8.84%
$45.45 - $52.7 $23.2K - $26.9K
6.29K $310K
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
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
309
+ 2.35%
$47.59 - $48.35 $14.7K - $14.9K
13.5K $650K
BWZ
Spdr Bloomberg Short Term Inte

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

Consumer Cyclical
320
+ 17.41%
$101.09 - $118.51 $32.3K - $37.9K
2.16K $221K
TIP
Ishares Tr Tips Bd ETF

ETFs
54
+ 1.93%
$106.22 - $111.09 $5.74K - $6K
2.85K $316K
SYK
Stryker Corp

Healthcare
15
+ 1.35%
$355.18 - $399.9 $5.33K - $6K
1.13K $419K
VT
Vanguard Total World Stk Index

ETFs
1.14K
+ 1.46%
$115.08 - $123.97 $132K - $142K
79.5K $9.22M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
16
+ 0.23%
$35.88 - $37.91 $574 - $607
7.05K $264K
VGSH
Vanguard

ETFs
87
+ 0.78%
$58.07 - $58.69 $5.05K - $5.11K
11.2K $658K
SYY
Sysco Corp

Consumer Defensive
259
+ 4.57%
$70.0 - $77.13 $18.1K - $20K
5.93K $444K
VFH
Vanguard Financial ETF

ETFs
27
+ 0.5%
$114.07 - $127.34 $3.08K - $3.44K
5.39K $643K
QCOM
Qualcomm Inc

Technology
64
+ 0.27%
$151.94 - $175.86 $9.72K - $11.3K
24.2K $3.71M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
45
+ 0.89%
$50.82 - $52.7 $2.29K - $2.37K
5.1K $267K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
125
+ 4.17%
$78.0 - $84.37 $9.75K - $10.5K
3.13K $249K
EQIX
Equinix Inc

Real Estate
42
+ 19.09%
$803.0 - $959.97 $33.7K - $40.3K
262 $213K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
81
+ 0.24%
$49.42 - $50.43 $4K - $4.08K
33.3K $1.66M
FISV
Fiserv Inc

Technology
44
+ 1.4%
N/A
3.18K $397K
TJX
Tjx Companies Inc

Consumer Cyclical
4
+ 0.1%
$112.81 - $126.16 $451 - $505
3.84K $467K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8
+ 0.13%
$91.45 - $91.75 $732 - $734
6.2K $568K
CPRT
Copart Inc

Consumer Cyclical
97
+ 2.0%
$52.3 - $59.83 $5.07K - $5.8K
4.94K $279K
CSX
Csx Corp

Industrials
3.71K
+ 9.75%
$29.11 - $33.67 $108K - $125K
41.8K $1.23M
I Shares Ibond Dec 2029 Muni ETF
165
+ 1.21%
N/A
13.8K $0
Ge Healthcare Technologi
4.13K
+ 12.63%
N/A
36.8K $0
Jacobs Solutions Inc
157
+ 1.82%
N/A
8.78K $0
Lam Research Corporation New
446
+ 1.87%
N/A
24.2K $0
ABB
Abb LTD

Industrials
1.76K
+ 39.41%
N/A
6.22K $0
Te Connectivity PLC Ord Shs
190
+ 0.95%
N/A
20.2K $0
Labcorp Holdings Inc
426
+ 7.21%
N/A
6.33K $0
Janus Henderson Secrtz Inc ETF
2.97K
+ 30.88%
N/A
12.6K $0
Vanguard Core Plus Bond ETF
22.7K
+ 100.47%
N/A
45.2K $0
Dave Inc Class A
1.75K
+ 68.36%
N/A
4.31K $0
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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