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
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-41
- 3.7%
$221.78 - $273.45 $9.09K - $11.2K
1.07K $242K
VPU
Vanguard Utilities ETF

ETFs
-292
- 11.68%
$161.24 - $173.33 $47.1K - $50.6K
2.21K $377K
HSIC
Henry Schein Inc

Healthcare
-308
- 4.14%
$68.49 - $81.91 $21.1K - $25.2K
7.13K $488K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-245
- 1.78%
$26.53 - $29.63 $6.5K - $7.26K
13.5K $363K
STLD
Steel Dynamics Inc

Basic Materials
-225
- 0.66%
N/A
34K $3.34M
FDS
Factset Research Systems Inc

Financial Services
-3
- 0.41%
$427.5 - $476.51 $1.28K - $1.43K
728 $330K
RMD
Resmed Inc

Healthcare
-33
- 1.55%
$219.7 - $257.65 $7.25K - $8.5K
2.1K $470K
GPC
Genuine Parts CO

Consumer Cyclical
-183
- 5.76%
$115.91 - $129.02 $21.2K - $23.6K
2.99K $356K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1.16K
- 0.43%
$23.29 - $23.38 $27K - $27.1K
270K $6.31M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-155
- 1.4%
$47.4 - $50.24 $7.35K - $7.79K
10.9K $527K
EBND
Spdr Bloomberg Emerging Market

ETFs
-1.42K
- 3.74%
$19.47 - $20.36 $27.7K - $28.9K
36.6K $734K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-185
- 0.58%
N/A
31.4K $990K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-40
- 1.09%
$90.0 - $96.32 $3.6K - $3.85K
3.62K $334K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.76K
- 2.06%
$25.77 - $27.6 $71.1K - $76.1K
131K $3.48M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-750
- 0.84%
$19.43 - $19.62 $14.6K - $14.7K
89K $1.74M
ALLE
Allegion PLC

Industrials
-17
- 0.41%
$123.79 - $135.5 $2.1K - $2.3K
4.1K $534K
IWD
Ishares Russell 1000 Val ETF

ETFs
-65
- 1.92%
$182.82 - $196.21 $11.9K - $12.8K
3.32K $624K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-75
- 0.81%
$50.44 - $50.7 $3.78K - $3.8K
9.17K $464K
VAW
Vanguard Materials ETF

ETFs
-18
- 0.86%
$185.71 - $202.46 $3.34K - $3.64K
2.07K $391K
YEAR
Ab Active Etfs Inc Ultra Short
-2.18K
- 18.41%
N/A
9.68K $0
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-575
- 1.14%
$20.05 - $20.4 $11.5K - $11.7K
50K $1.02M
Black Rock Inc
-24
- 5.84%
N/A
387 $0
HEIA
Heico Crp Cl A
-61
- 4.81%
N/A
1.21K $0
Canadian Pacific Kansa F
-250
- 6.93%
N/A
3.36K $0
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-300
- 1.43%
$49.67 - $51.43 $14.9K - $15.4K
20.7K $1.06M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-141
- 1.93%
$48.43 - $49.9 $6.83K - $7.04K
7.17K $357K
AMCR
Amcor PLC

Consumer Cyclical
-122
- 0.79%
$9.33 - $10.39 $1.14K - $1.27K
15.4K $149K
EWJ
Ishares Msci Japan ETF

ETFs
-251
- 1.71%
$65.24 - $71.7 $16.4K - $18K
14.4K $988K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
-290
- 4.71%
$40.34 - $45.45 $11.7K - $13.2K
5.87K $258K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-110
- 3.71%
$67.08 - $76.14 $7.38K - $8.38K
2.85K $210K
BK
Bank Of New York Mellon Corp

Financial Services
-93
- 3.51%
$75.42 - $88.95 $7.01K - $8.27K
2.56K $214K
MPC
Marathon Petroleum Corp

Energy
-690
- 3.75%
$134.72 - $159.03 $93K - $110K
17.7K $2.58M
GILD
Gilead Sciences, Inc.

Healthcare
-734
- 15.07%
$89.14 - $117.41 $65.4K - $86.2K
4.14K $463K
SBUX
Starbucks Corp

Consumer Cyclical
-9
- 0.27%
$91.75 - $115.81 $826 - $1.04K
3.3K $323K
OTIS
Otis Worldwide Corp

Industrials
-38
- 1.53%
$90.77 - $104.01 $3.45K - $3.95K
2.45K $252K
MKC
Mccormick & CO Inc

Consumer Defensive
-52
- 1.02%
$71.24 - $84.73 $3.7K - $4.41K
5.07K $417K
GD
General Dynamics Corp

Industrials
-174
- 2.08%
$241.94 - $272.58 $42.1K - $47.4K
8.21K $2.24M
BAX
Baxter International Inc

Healthcare
-32
- 0.47%
$29.26 - $36.57 $936 - $1.17K
6.83K $233K
WY
Weyerhaeuser CO

Real Estate
-323
- 0.82%
$27.29 - $31.39 $8.81K - $10.1K
39.2K $1.15M
EBAY
Ebay Inc

Consumer Cyclical
-5
- 0.08%
$61.61 - $70.93 $308 - $355
6.24K $422K
MCK
Mckesson Corp

Healthcare
-64
- 8.14%
$566.21 - $672.99 $36.2K - $43.1K
722 $485K
DRI
Darden Restaurants Inc

Consumer Cyclical
-55
- 2.22%
$180.02 - $208.56 $9.9K - $11.5K
2.43K $503K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-712
- 6.14%
$56.12 - $68.15 $40K - $48.5K
10.9K $738K
TRV
Travelers Companies, Inc.

Financial Services
-24
- 1.05%
$232.43 - $265.13 $5.58K - $6.36K
2.27K $600K
CB
Chubb LTD

Financial Services
-45
- 1.91%
$257.71 - $301.99 $11.6K - $13.6K
2.32K $699K
HDV
Ishares Core High Dividend ETF

ETFs
-50
- 0.79%
$110.86 - $121.12 $5.54K - $6.06K
6.27K $759K
BR
Broadridge Financial Solutions, Inc.

Technology
-410
- 4.42%
$221.46 - $244.83 $90.8K - $100K
8.86K $2.15M
CHD
Church & Dwight CO Inc

Consumer Defensive
-50
- 0.43%
$101.42 - $113.2 $5.07K - $5.66K
11.5K $1.26M
UNP
Union Pacific Corp

Industrials
-12
- 0.13%
$225.21 - $254.42 $2.7K - $3.05K
9.43K $2.23M
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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