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
WELL
Welltower Inc.

Real Estate
-100
- 5.88%
$136.49 - $155.22 $13.6K - $15.5K
1.6K $245K
OTIS
Otis Worldwide Corp

Industrials
-44
- 1.8%
$90.88 - $104.3 $4K - $4.59K
2.4K $237K
TRV
Travelers Companies, Inc.

Financial Services
-80
- 3.52%
$233.83 - $276.34 $18.7K - $22.1K
2.19K $586K
ATO
Atmos Energy Corp

Utilities
-79
- 4.52%
$145.06 - $162.66 $11.5K - $12.9K
1.67K $257K
TROW
Price T Rowe Group Inc

Financial Services
-259
- 8.77%
$80.27 - $98.06 $20.8K - $25.4K
2.69K $259K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-86
- 0.79%
$63.54 - $68.5 $5.46K - $5.89K
10.8K $728K
FISV
Fiserv Inc

Technology
-73
- 2.3%
N/A
3.1K $388K
D
Dominion Energy, Inc

Utilities
-204
- 2.08%
$49.66 - $58.0 $10.1K - $11.8K
9.6K $542K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-175
- 3.59%
$43.65 - $45.44 $7.64K - $7.95K
4.71K $213K
CINF
Cincinnati Financial Corp

Financial Services
-100
- 1.28%
$126.6 - $151.6 $12.7K - $15.2K
7.73K $1.15M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-425
- 0.48%
$19.49 - $19.66 $8.28K - $8.36K
88.6K $1.74M
Black Rock Inc
-20
- 5.17%
N/A
367 $0
Brookfiled Asset Manag F Class A
-48
- 0.46%
N/A
10.5K $0
Te Connectivity PLC Ord Shs
-1K
- 4.94%
N/A
19.2K $0
YEAR
Ab Active Etfs Inc Ultra Short
-350
- 3.62%
N/A
9.33K $0
Jacobs Solutions Inc
-141
- 1.61%
N/A
8.64K $0
HEIA
Heico Crp Cl A
-47
- 3.89%
N/A
1.16K $0
PHO
Invesco Exchange Traded Fd Tr

ETFs
-201
- 6.42%
$58.13 - $69.92 $11.7K - $14.1K
2.93K $204K
TDG
Trans Digm Group Inc

Industrials
-17
- 8.02%
$1231.75 - $1520.64 $20.9K - $25.9K
195 $296K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
-41
- 0.81%
$37.28 - $45.23 $1.53K - $1.85K
5K $219K
MCK
Mckesson Corp

Healthcare
-52
- 7.2%
$652.83 - $732.78 $33.9K - $38.1K
670 $490K
CBRE
Cbre Group, Inc.

Real Estate
-68
- 4.0%
$113.94 - $140.12 $7.75K - $9.53K
1.63K $228K
USB
Us Bancorp \De\

Financial Services
-940
- 5.73%
$36.4 - $45.76 $34.2K - $43K
15.5K $699K
VOX
Vanguard Communication Service

ETFs
-641
- 12.26%
$133.12 - $171.03 $85.3K - $110K
4.59K $784K
PPG
Ppg Industries Inc

Basic Materials
-30
- 1.03%
$91.66 - $115.04 $2.75K - $3.45K
2.89K $328K
ENB
Enbridge Inc

Energy
-246
- 0.99%
$41.09 - $47.16 $10.1K - $11.6K
24.6K $1.11M
ADP
Automatic Data Processing Inc

Industrials
-91
- 0.61%
$276.76 - $326.81 $25.2K - $29.7K
14.8K $4.57M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-380
- 2.4%
$114.78 - $133.31 $43.6K - $50.7K
15.5K $2.06M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1
- 0.03%
$166.82 - $194.23 $167 - $194
3.32K $644K
VCIT
Vanguard Intermediate Term Cor

ETFs
-55
- 0.27%
$79.56 - $82.92 $4.38K - $4.56K
20.6K $1.71M
IR
Ingersoll Rand Inc.

Industrials
-94
- 0.98%
$66.75 - $84.94 $6.27K - $7.98K
9.51K $791K
MSM
Msc Industrial Direct CO Inc

Industrials
-79
- 1.55%
$70.15 - $85.48 $5.54K - $6.75K
5.02K $426K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
-130
- 2.22%
$39.69 - $51.24 $5.16K - $6.66K
5.74K $293K
EWJ
Ishares Msci Japan ETF

ETFs
-739
- 5.12%
$61.32 - $75.28 $45.3K - $55.6K
13.7K $1.03M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-50
- 0.37%
$23.87 - $29.82 $1.19K - $1.49K
13.4K $400K
UVE
Universal Insurance Holdings, Inc.

Financial Services
-217
- 2.05%
$21.25 - $28.47 $4.61K - $6.18K
10.4K $287K
VFH
Vanguard Financial ETF

ETFs
-25
- 0.46%
$104.87 - $127.3 $2.62K - $3.18K
5.37K $682K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-12
- 0.17%
$60.21 - $75.37 $723 - $904
7.17K $527K
CARR
Carrier Global Corp

Industrials
-100
- 1.7%
$55.55 - $75.83 $5.56K - $7.58K
5.77K $422K
VBR
Vanguard Small Cap Value ETF

ETFs
-312
- 2.45%
$162.76 - $195.77 $50.8K - $61.1K
12.4K $2.43M
ALLE
Allegion PLC

Industrials
-27
- 0.66%
$118.52 - $145.64 $3.2K - $3.93K
4.07K $586K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-345
- 3.16%
$43.34 - $55.24 $15K - $19.1K
10.6K $583K
CSX
Csx Corp

Industrials
-2.14K
- 5.12%
$26.69 - $32.91 $57.1K - $70.4K
39.6K $1.29M
WRB
Berkley W R Corp

Financial Services
-105
- 0.33%
$64.28 - $75.17 $6.75K - $7.89K
31.3K $2.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
-235
- 3.89%
$219.76 - $276.94 $51.6K - $65.1K
5.8K $1.61M
XLK
Technology Sector Spdr

ETFs
-90
- 3.75%
$179.73 - $253.23 $16.2K - $22.8K
2.31K $585K
QCOM
Qualcomm Inc

Technology
-230
- 0.95%
$124.66 - $159.48 $28.7K - $36.7K
23.9K $3.81M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.2K
- 0.92%
$23.55 - $27.67 $28.2K - $33.2K
130K $3.59M
NSC
Norfolk Southern Corp

Industrials
-4
- 0.07%
$206.34 - $257.46 $825 - $1.03K
6.12K $1.57M
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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