Leavell Investment Management, Inc. Reduced Holdings in Q4 2024

Leavell Investment Management, Inc.

  • $2.01 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
-4.28K
- 15.54%
$37.39 - $45.14 $160K - $193K
23.3K $873K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-13.4K
- 13.72%
$20.6 - $20.71 $277K - $278K
84.5K $1.75M
MCHP
Microchip Technology Inc

Technology
-57
- 0.48%
$55.51 - $79.05 $3.16K - $4.51K
11.8K $675K
ENPH
Enphase Energy, Inc.

Technology
-64
- 1.06%
$59.52 - $111.18 $3.81K - $7.12K
6K $412K
WY
Weyerhaeuser CO

Real Estate
-1.2K
- 2.94%
$27.21 - $33.7 $32.7K - $40.4K
39.6K $1.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-193
- 0.76%
$442.29 - $483.08 $85.4K - $93.2K
25.3K $11.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.86K
- 9.13%
$45.07 - $47.1 $174K - $182K
38.3K $1.73M
EME
Emcor Group, Inc.

Industrials
-591
- 52.67%
$427.96 - $526.95 $253K - $311K
531 $241K
AZN
Astrazeneca PLC

Healthcare
-602
- 3.82%
$63.2 - $79.58 $38K - $47.9K
15.2K $993K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-1.84K
- 18.07%
$64.29 - $75.41 $118K - $138K
8.32K $536K
DOW
Dow Inc.

Basic Materials
-86
- 0.6%
$39.1 - $55.34 $3.36K - $4.76K
14.2K $571K
ACN
Accenture PLC

Technology
-517
- 4.88%
$343.9 - $376.86 $178K - $195K
10.1K $3.55M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-3.5K
- 36.18%
$44.21 - $46.46 $155K - $163K
6.18K $273K
VDE
Vanguard Energy ETF

ETFs
-1.41K
- 33.53%
$116.67 - $136.78 $164K - $192K
2.79K $337K
HSIC
Henry Schein Inc

Healthcare
-2K
- 21.19%
$66.54 - $77.66 $133K - $155K
7.44K $514K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-770
- 1.78%
$113.92 - $127.38 $87.7K - $98.1K
42.5K $4.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.47K
- 0.84%
$61.68 - $67.87 $152K - $168K
291K $18.2M
VAW
Vanguard Materials ETF

ETFs
-506
- 19.5%
$186.91 - $215.32 $94.6K - $109K
2.09K $392K
FLJP
Franklin Templeton ETF Tr

ETFs
-704
- 0.95%
$28.25 - $30.5 $19.9K - $21.5K
73.7K $2.11M
UPS
United Parcel Service Inc

Industrials
-697
- 11.72%
$122.65 - $138.35 $85.5K - $96.4K
5.25K $662K
ASH
Ashland Global Holdings Inc

Basic Materials
-500
- 7.69%
$70.93 - $87.79 $35.5K - $43.9K
6K $428K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-6.33K
- 5.91%
$19.38 - $19.58 $123K - $124K
101K $1.96M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.5K
- 19.52%
$47.26 - $48.18 $118K - $120K
10.3K $488K
VDC
Vanguard Consumer Staples ETF

ETFs
-506
- 17.23%
$210.96 - $223.62 $107K - $113K
2.43K $513K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-4.49K
- 10.58%
$22.39 - $23.45 $101K - $105K
37.9K $871K
EBND
Spdr Bloomberg Emerging Market

ETFs
-2.69K
- 6.6%
$19.53 - $21.1 $52.4K - $56.7K
38K $742K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.19K
- 13.8%
$74.5 - $78.37 $88.7K - $93.3K
7.43K $555K
CSX
Csx Corp

Industrials
-693
- 1.79%
$31.58 - $36.88 $21.9K - $25.6K
38K $1.23M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-782
- 4.75%
$126.68 - $134.74 $99.1K - $105K
15.7K $2M
IDV
Ishares Tr

ETFs
-1.7K
- 8.13%
$27.03 - $29.92 $46K - $50.9K
19.2K $525K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-407
- 0.69%
$56.06 - $61.35 $22.8K - $25K
58.2K $3.29M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-983
- 3.26%
$45.17 - $47.23 $44.4K - $46.4K
29.1K $1.32M
VVV
Valvoline Inc

Energy
-1K
- 8.9%
$36.18 - $43.41 $36.2K - $43.4K
10.2K $370K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-720
- 2.64%
$43.84 - $48.76 $31.6K - $35.1K
26.6K $1.17M
XLE
Energy Sector Spdr

ETFs
-1.03K
- 21.37%
$83.32 - $97.27 $85.7K - $100K
3.78K $324K
PGR
Progressive Corp

Financial Services
-282
- 14.52%
$239.6 - $268.88 $67.6K - $75.8K
1.66K $397K
UL
Unilever PLC

Consumer Defensive
-65
- 0.6%
$56.7 - $64.64 $3.69K - $4.2K
10.8K $614K
ADI
Analog Devices Inc

Technology
-25
- 0.52%
$206.35 - $236.48 $5.16K - $5.91K
4.8K $1.02M
CLX
Clorox CO

Consumer Defensive
-500
- 5.08%
$156.51 - $169.74 $78.3K - $84.9K
9.35K $1.52M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-3.15K
- 3.39%
$19.42 - $19.76 $61.2K - $62.2K
89.8K $1.75M
BAX
Baxter International Inc

Healthcare
-300
- 4.19%
$28.63 - $37.84 $8.59K - $11.4K
6.86K $200K
BNDX
Vanguard Total International B

ETFs
-1.03K
- 6.05%
$48.91 - $50.61 $50.3K - $52.1K
16K $783K
D
Dominion Energy, Inc

Utilities
-543
- 5.27%
$52.63 - $60.92 $28.6K - $33.1K
9.76K $525K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-36
- 0.11%
$49.87 - $52.46 $1.8K - $1.89K
33.2K $1.66M
CI
Cigna Corp

Healthcare
-5
- 0.57%
$265.59 - $358.58 $1.33K - $1.79K
873 $241K
STLD
Steel Dynamics Inc

Basic Materials
-607
- 1.74%
N/A
34.2K $3.36M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-147
- 0.47%
$54.15 - $58.81 $7.96K - $8.65K
31.1K $1.69M
SPGI
S&P Global Inc.

Financial Services
-29
- 1.59%
$480.36 - $529.17 $13.9K - $15.3K
1.8K $895K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-26
- 0.47%
$75.1 - $82.99 $1.95K - $2.16K
5.49K $414K
Activity Summary
Buys All Purchases 267 New Holdings 26 Increased Positions 241 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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