Leavell Investment Management, Inc. Reduced Holdings in Q1 2025

Leavell Investment Management, Inc.

  • $1.98 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.12K
- 4.22%
$36.64 - $45.76 $41K - $51.3K
25.4K $953K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.71K
- 10.48%
$95.85 - $99.25 $260K - $269K
23.1K $2.29M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-3.18K
- 9.2%
$46.71 - $52.3 $148K - $166K
31.3K $1.5M
AXP
American Express CO

Financial Services
-78
- 1.31%
$255.39 - $325.87 $19.9K - $25.4K
5.87K $1.58M
XLK
Technology Sector Spdr

ETFs
-485
- 16.79%
$206.38 - $242.18 $100K - $117K
2.4K $496K
USB
Us Bancorp \De\

Financial Services
-1.61K
- 8.94%
$40.92 - $50.9 $65.9K - $82K
16.4K $692K
FNDA
Schwab Fundamental U S Small C

ETFs
-2.56K
- 6.62%
$26.87 - $30.99 $68.8K - $79.3K
36.1K $989K
IR
Ingersoll Rand Inc.

Industrials
-567
- 5.57%
$79.44 - $94.23 $45K - $53.4K
9.61K $768K
MCHP
Microchip Technology Inc

Technology
-849
- 7.21%
$48.41 - $64.3 $41.1K - $54.6K
10.9K $529K
CLX
Clorox CO

Consumer Defensive
-18
- 0.19%
$141.76 - $162.89 $2.55K - $2.93K
9.33K $1.37M
ISRG
Intuitive Surgical Inc

Healthcare
-77
- 2.17%
$476.63 - $610.45 $36.7K - $47K
3.48K $1.72M
KKR
Kkr & Co. Inc.

Financial Services
-201
- 5.97%
$108.17 - $167.07 $21.7K - $33.6K
3.17K $366K
CMCSA
Comcast Corp

Communication Services
-3.17K
- 13.63%
$33.19 - $38.23 $105K - $121K
20.1K $741K
AFG
American Financial Group Inc

Financial Services
-600
- 6.98%
$119.82 - $138.45 $71.9K - $83.1K
8K $1.05M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-6.61K
- 6.55%
$19.42 - $19.54 $128K - $129K
94.2K $1.83M
UPS
United Parcel Service Inc

Industrials
-336
- 6.4%
$109.66 - $136.26 $36.8K - $45.8K
4.92K $540K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-240
- 0.41%
$53.6 - $58.97 $12.9K - $14.2K
58K $3.18M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.2K
- 2.56%
$100.32 - $100.76 $120K - $121K
45.8K $4.6M
DOW
Dow Inc.

Basic Materials
-924
- 6.49%
$34.36 - $41.92 $31.7K - $38.7K
13.3K $465K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-4.87K
- 18.08%
$28.25 - $31.5 $138K - $153K
22.1K $660K
PEN
Penumbra Inc

Healthcare
-700
- 24.14%
$237.28 - $303.76 $166K - $213K
2.2K $588K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-3.88K
- 10.23%
$22.25 - $23.0 $86.4K - $89.3K
34.1K $783K
LHX
L3 Harris Technologies, Inc.

Industrials
-370
- 4.56%
$194.65 - $222.86 $72K - $82.5K
7.74K $1.62M
BA
Boeing CO

Industrials
-416
- 18.38%
$148.15 - $186.25 $61.6K - $77.5K
1.85K $315K
GBIL
Goldman Sachs Access Treasury

ETFs
-952
- 2.08%
$99.85 - $100.19 $95.1K - $95.4K
44.9K $4.5M
SHV
Ishares Tr

ETFs
-775
- 10.18%
$110.11 - $110.51 $85.3K - $85.6K
6.84K $755K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.74K
- 2.36%
$34.5 - $43.01 $59.9K - $74.7K
71.9K $2.72M
ANSS
Ansys Inc

Technology
-5
- 0.13%
$316.56 - $360.36 $1.58K - $1.8K
3.7K $1.17M
CSM
Proshares Large Cap Core Plus

ETFs
-400
- 1.96%
$63.0 - $69.13 $25.2K - $27.7K
20K $1.28M
INDA
Ishares Msci India Index Fund

ETFs
-1.17K
- 11.91%
$47.8 - $53.4 $56.1K - $62.7K
8.68K $446K
TFC
Truist Financial Corp

Financial Services
-481
- 2.33%
$39.48 - $48.15 $19K - $23.2K
20.2K $829K
WFC
Wells Fargo & Company

Financial Services
-1.4K
- 6.05%
$66.78 - $81.42 $93.5K - $114K
21.7K $1.56M
MET
Metlife Inc

Financial Services
-600
- 9.83%
$77.7 - $87.0 $46.6K - $52.2K
5.51K $442K
IYW
Ishares Dj Us Tech ETF

ETFs
-45
- 1.73%
$140.44 - $166.79 $6.32K - $7.51K
2.56K $358K
DBA
Invesco Db Agriculture Fund

ETFs
-2.04K
- 20.13%
$26.05 - $28.38 $53.2K - $58K
8.1K $213K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-1.3K
- 20.97%
$43.76 - $45.31 $56.7K - $58.7K
4.88K $219K
LPSN
Liveperson Inc

Technology
-100
- 0.14%
$0.8 - $1.66 $80 - $166
73.4K $58K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.73K
- 5.92%
$44.68 - $46.49 $77.1K - $80.2K
27.4K $1.27M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-190
- 0.61%
$51.3 - $56.76 $9.75K - $10.8K
30.9K $1.64M
CINF
Cincinnati Financial Corp

Financial Services
-575
- 6.84%
$133.67 - $147.81 $76.9K - $85K
7.83K $1.16M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-1.14K
- 13.73%
$64.47 - $70.13 $73.7K - $80.2K
7.18K $487K
INTU
Intuit Inc

Technology
-50
- 4.0%
$555.63 - $630.23 $27.8K - $31.5K
1.2K $736K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-936
- 8.64%
$50.48 - $51.04 $47.2K - $47.8K
9.89K $501K
ACGL
Arch Capital Group Ltd.

Financial Services
-757
- 11.32%
$88.13 - $96.94 $66.7K - $73.4K
5.93K $570K
WAT
Waters Corp

Healthcare
-50
- 0.44%
$362.16 - $417.28 $18.1K - $20.9K
11.4K $4.19M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-70
- 0.88%
$96.88 - $111.25 $6.78K - $7.79K
7.9K $789K
VIS
Vanguard Industrial ETF

ETFs
-99
- 4.54%
$243.63 - $273.99 $24.1K - $27.1K
2.08K $515K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-1.5K
- 13.74%
$24.41 - $24.65 $36.6K - $37K
9.42K $230K
CARR
Carrier Global Corp

Industrials
-57
- 0.96%
$62.07 - $70.55 $3.54K - $4.02K
5.87K $372K
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
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