Leavell Investment Management, Inc. Reduced Holdings in Q2 2025

Leavell Investment Management, Inc.

  • $2.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-45.4K
- 25.06%
$116.93 - $119.39 $5.3M - $5.42M
136K $16.2M
AAPL
Apple Inc.

Technology
-940
- 0.37%
$172.42 - $223.89 $162K - $210K
256K $52.6M
UNH
Unitedhealth Group Inc

Healthcare
-1.09K
- 7.14%
$274.35 - $599.47 $299K - $654K
14.2K $4.42M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-19.8K
- 29.17%
$152.93 - $181.74 $3.02M - $3.59M
48K $8.72M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-121K
- 44.78%
$23.29 - $23.38 $2.82M - $2.83M
149K $3.48M
OKE
Oneok Inc

Energy
-566
- 0.4%
$78.71 - $100.37 $44.5K - $56.8K
140K $11.4M
ABBV
Abb Vie Inc.

Healthcare
-438
- 0.55%
$170.16 - $206.27 $74.5K - $90.3K
79.4K $14.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-36.3K
- 6.92%
$24.32 - $27.87 $882K - $1.01M
488K $12.9M
GPN
Global Payments Inc

Industrials
-1.61K
- 2.09%
$67.47 - $99.6 $108K - $160K
75.1K $6.01M
CVX
Chevron Corp

Energy
-366
- 0.66%
$133.73 - $168.51 $48.9K - $61.7K
54.7K $7.83M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-220
- 0.86%
$483.48 - $539.8 $106K - $119K
25.4K $12.3M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-49.8K
- 12.54%
$25.04 - $25.18 $1.25M - $1.25M
347K $8.74M
BRO
Brown & Brown, Inc.

Financial Services
-654
- 1.12%
$104.48 - $124.43 $68.3K - $81.4K
57.5K $6.37M
PEP
Pepsico Inc

Consumer Defensive
-2.73K
- 10.18%
$128.02 - $151.37 $349K - $413K
24.1K $3.18M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-7.49K
- 8.55%
$102.02 - $103.5 $765K - $776K
80.1K $8.25M
IEMG
Ishares Inc

ETFs
-14K
- 19.25%
N/A
58.8K $3.15M
BMY
Bristol Myers Squibb CO

Healthcare
-2.04K
- 5.11%
$44.12 - $59.6 $90.2K - $122K
38K $1.76M
MRK
Merck & Co., Inc.

Healthcare
-2.33K
- 5.32%
$73.47 - $87.12 $171K - $203K
41.4K $3.28M
PG
Procter & Gamble CO

Consumer Defensive
-309
- 0.57%
$157.66 - $172.39 $48.7K - $53.3K
53.6K $8.53M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-218
- 3.64%
$390.26 - $489.06 $85.1K - $107K
5.78K $2.34M
GBIL
Goldman Sachs Access Treasury

ETFs
-6.12K
- 13.62%
$99.83 - $100.19 $611K - $613K
38.8K $3.89M
JNJ
Johnson & Johnson

Healthcare
-364
- 0.9%
$146.36 - $159.82 $53.3K - $58.2K
40K $6.11M
GL
Globe Life Inc.

Financial Services
-755
- 1.16%
$113.29 - $133.09 $85.5K - $100K
64.5K $8.02M
BDX
Becton Dickinson & CO

Healthcare
-50
- 0.5%
$165.15 - $226.42 $8.26K - $11.3K
9.94K $1.71M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-24.8K
- 6.82%
$22.68 - $23.28 $563K - $578K
339K $7.89M
PSX
Phillips 66

Energy
-2.5K
- 4.77%
$92.87 - $125.73 $232K - $314K
50K $5.96M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-4.78K
- 10.44%
$100.04 - $100.54 $478K - $480K
41K $4.12M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-10.7K
- 34.19%
$43.45 - $49.4 $466K - $529K
20.6K $1.02M
ACN
Accenture PLC

Technology
-1.11K
- 11.18%
$279.23 - $323.21 $311K - $360K
8.84K $2.64M
COP
Conocophillips

Energy
-1.82K
- 9.52%
$82.66 - $106.1 $151K - $194K
17.3K $1.56M
TECH
Bio Techne Corp

Healthcare
-2.36K
- 5.09%
$46.66 - $58.38 $110K - $138K
44K $2.26M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-18.1K
- 7.47%
$22.81 - $22.97 $412K - $415K
224K $5.14M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-11.6K
- 45.5%
$32.0 - $39.87 $370K - $461K
13.9K $551K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.76K
- 11.27%
$90.56 - $109.49 $431K - $521K
37.5K $4.1M
CLX
Clorox CO

Consumer Defensive
-521
- 5.58%
$118.01 - $148.69 $61.5K - $77.5K
8.81K $1.06M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-3.41K
- 43.1%
$86.05 - $107.7 $293K - $367K
4.5K $484K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-5.79K
- 9.97%
$47.46 - $55.3 $275K - $320K
52.2K $2.88M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-5.71K
- 11.94%
$50.1 - $51.02 $286K - $292K
42.1K $2.15M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-6.03K
- 58.52%
$47.02 - $47.83 $284K - $288K
4.28K $204K
GIS
General Mills Inc

Consumer Defensive
-2.1K
- 9.67%
$50.37 - $60.97 $106K - $128K
19.6K $1.02M
IEF
Ishares Barclays

ETFs
-3.14K
- 5.27%
$93.15 - $96.56 $293K - $303K
56.5K $5.41M
DHR
Danaher Corp

Healthcare
-1.05K
- 11.3%
$174.64 - $205.16 $183K - $215K
8.22K $1.62M
LOW
Lowes Companies Inc

Consumer Cyclical
-185
- 0.94%
$210.83 - $235.28 $39K - $43.5K
19.5K $4.32M
EPD
Enterprise Products Partners L.P.

Energy
-1.35K
- 2.0%
$28.95 - $34.22 $38.9K - $46K
65.9K $2.04M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-11.4K
- 16.44%
$20.66 - $20.74 $235K - $236K
57.8K $1.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.36K
- 3.03%
$77.94 - $79.5 $262K - $267K
108K $8.55M
PFE
Pfizer Inc

Healthcare
-6.2K
- 12.55%
$21.59 - $24.84 $134K - $154K
43.2K $1.05M
SHEL
Shell PLC

Energy
-1.71K
- 8.11%
$59.75 - $73.05 $102K - $125K
19.4K $1.36M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-8.96K
- 9.52%
$19.44 - $19.56 $174K - $175K
85.2K $1.66M
Activity Summary
Buys All Purchases 296 New Holdings 39 Increased Positions 257 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
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