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Leavell Investment Management

Latest statistics and disclosures from Leavell Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, MGC, AAPL, VO, MSFT, and represent 17.31% of Leavell Investment Management's stock portfolio.
Added to shares of these 10 stocks: IJH (+$14M), WMT (+$7.2M), RSP, MGC, MBB, IGSB, IEI, VRTX, QUAL, FLKR.
Started 21 new stock positions in OKTA, DLR, XLV, CMI, PHO, VGIT, VTIP, PANW, NVO, DJT. VRTX, PFG, OTIS, BRK.A, INDA, VLTO, CRM, ALL, XYL, WSM, FLKR.
Reduced shares in these 10 stocks: NVDA (-$8.0M), AAPL, MAA, ADBE, WPM, KR, IAU, LMT, MTZ, TECH.
Sold out of its positions in COIN, CBRL, NFRA, OMFS, MOS, PRA, SMBK.
Leavell Investment Management was a net buyer of stock by $36M.
Leavell Investment Management has $1.7B in assets under management (AUM), dropping by 10.15%.
Central Index Key (CIK): 0000924181

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Portfolio Holdings for Leavell Investment Management

Leavell Investment Management holds 476 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	6.1	$105M	-7%	116k	903.93	View chart
Vanguard Mega Cap ETF Mega Cap Index (MGC)	4.5	$78M	+4%	416k	186.87	View chart
Apple (AAPL)	2.4	$41M	-3%	241k	171.48	View chart
Vanguard Mid Cap ETF Mid Cap Etf (VO)	2.3	$41M		163k	249.86	View chart
Microsoft Corporation (MSFT)	2.0	$36M		84k	420.86	View chart
Vanguard Mega Growth ETF Mega Grwth Ind (MGK)	1.7	$30M	+5%	105k	286.61	View chart
Vanguard Large-Cap Index Fund ETF Shares Large Cap Etf (VV)	1.5	$26M		109k	239.76	View chart
Blackstone Group Com Cl A (BX)	1.5	$26M	-2%	197k	131.37	View chart
Vanguard FTSE Developed ETF Ftse Dev Mkt Etf (VEA)	1.4	$25M		497k	50.17	View chart
Vanguard Small Cap ETF Small Cp Etf (VB)	1.4	$25M		108k	228.59	View chart
Schwab Fundamental Inl Large Com ETF Schwb Fdt Int Lg (FNDF)	1.4	$24M		663k	35.61	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	1.3	$23M		47k	480.70	View chart
SCHW Intl Eq ETF Intl Eqty Etf (SCHF)	1.3	$22M		566k	39.02	View chart
Schwab Short U.S. Treasury ETF Sht Tm Us Tres (SCHO)	1.1	$19M	+7%	394k	48.21	View chart
JPMorgan Chase & Co. (JPM)	1.1	$18M	+2%	92k	200.30	View chart
Spdr S&p 500 Etf Tst. Tr Unit (SPY)	1.0	$18M		34k	524.66	View chart
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)	1.0	$18M	+398%	288k	60.74	View chart
Home Depot (HD)	0.9	$16M	-3%	42k	383.59	View chart
iShares 3-7 YR TR BD ETF 3 7 Yr Treas Bd (IEI)	0.9	$16M	+16%	135k	115.81	View chart
Vulcan Materials Company (VMC)	0.9	$15M		57k	272.92	View chart
Mid-America Apartment (MAA)	0.9	$15M	-8%	117k	131.58	View chart
SCH US DIV Equity ETF Us Dividend Eq (SCHD)	0.9	$15M		189k	80.63	View chart
Schwab US Large Cap ETF Us Lrg Cap Etf (SCHX)	0.9	$15M		242k	62.06	View chart
Vanguard Mega Value ETF Mega Cap Val Etf (MGV)	0.9	$15M	+2%	124k	119.51	View chart
Vanguard Total Bond ETF Total Bnd Mrkt (BND)	0.8	$14M	+3%	196k	72.63	View chart
Alphabet Inc Class C Cap STK Cap Stk Cl C (GOOG)	0.8	$14M		92k	152.27	View chart
Visa Inc CL A Com Cl A (V)	0.8	$14M	-4%	48k	279.08	View chart
Abbvie (ABBV)	0.8	$13M		72k	182.10	View chart
iShares 1-5 Investment Grade Corp ETF 1-3 Yr Cr Bd Etf (IGSB)	0.7	$13M	+21%	246k	51.28	View chart
Schwab US Mid Cap ETF Us Mid-cap Etf (SCHM)	0.7	$13M	-3%	153k	81.43	View chart
Amazon (AMZN)	0.7	$12M	+8%	67k	182.26	View chart
Southern Company (SO)	0.7	$12M	-2%	169k	71.74	View chart
Invesco S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP)	0.7	$12M	+35%	71k	169.36	View chart
Global Payments (GPN)	0.7	$11M		86k	133.66	View chart
Vanguard Total US Stock Mkt ETF Total Stk Mkt (VTI)	0.7	$11M	+2%	44k	259.91	View chart
Vanguard DIV Appreciation ETF Div App Etf (VIG)	0.6	$11M	-2%	61k	182.60	View chart
UnitedHealth (UNH)	0.6	$11M	-2%	22k	494.72	View chart
iShares Ibonds Dec 2024 TRM ETF Ibonds Dec24 Etf (IBDP)	0.6	$11M	-3%	430k	25.05	View chart
Globe Life (GL)	0.6	$11M		92k	116.36	View chart
Oneok (OKE)	0.6	$11M		131k	80.17	View chart
Chevron Corporation (CVX)	0.6	$10M		65k	157.74	View chart
Wal-Mart Stores (WMT)	0.6	$10M	+241%	169k	60.38	View chart
Lockheed Martin Corporation (LMT)	0.6	$10M	-8%	22k	454.87	View chart
McDonald's Corporation (MCD)	0.6	$10M	-4%	36k	281.95	View chart
Vanguard Mid Cap Value ETF Mcap Vl Idxvip (VOE)	0.6	$10M	-5%	64k	155.92	View chart
SCH US Agg BND ETF Us Aggregate B (SCHZ)	0.6	$9.9M		216k	46.00	View chart
Vanguard Short Term Bond ETF Short Trm Bond (BSV)	0.6	$9.9M		129k	76.67	View chart
Schwab US Broad Mkt ETF Us Brd Mkt Etf (SCHB)	0.6	$9.7M	+4%	158k	61.05	View chart
Berkshire Hathaway B Cl B New (BRK.B)	0.5	$9.5M		23k	420.51	View chart
Vanguard Intl Divdend Intl Dvd Etf (VIGI)	0.5	$9.3M	+2%	115k	81.53	View chart
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)	0.5	$9.1M		17k	525.71	View chart
Goldman SCHS JST US LRG CP Eq ETF IV Just Us Lrg Cp (JUST)	0.5	$9.1M		121k	75.05	View chart
Phillips 66 (PSX)	0.5	$8.9M	+5%	55k	163.34	View chart
Vanguard Information Technology ETF Inf Tech Etf (VGT)	0.5	$8.6M		16k	524.34	View chart
Procter & Gamble Company (PG)	0.5	$8.4M		52k	162.24	View chart
Vanguard Total World Stock ETF Tt Wrld St Etf (VT)	0.5	$8.4M	+2%	76k	110.50	View chart
iShares Ibond Dec 2025 Muni ETF Ibonds Dec 25 (IBMN)	0.5	$8.1M	-5%	306k	26.46	View chart
Honeywell International (HON)	0.5	$8.1M	-5%	39k	205.25	View chart
Adobe Systems Incorporated (ADBE)	0.5	$8.0M	-13%	16k	504.61	View chart
AFLAC Incorporated (AFL)	0.5	$7.9M	-6%	93k	85.86	View chart
iShares TR Barclys MBS BD Mbs Etf (MBB)	0.5	$7.9M	+47%	85k	92.43	View chart
iShares Gold Trust Ishares New (IAU)	0.5	$7.8M	-11%	187k	42.01	View chart
Celsius HLDGS Com New (CELH)	0.4	$7.8M	-2%	94k	82.92	View chart
Merck & Co (MRK)	0.4	$7.6M	+25%	58k	132.70	View chart
Exxon Mobil Corporation (XOM)	0.4	$7.6M	-6%	65k	116.18	View chart
Ishr Ibnd Dec 2025 TRM ETF Ibonds Dec25 Etf (IBDQ)	0.4	$7.4M		298k	24.81	View chart
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	0.4	$7.1M	-4%	169k	41.77	View chart
Waste Management (WM)	0.4	$7.1M		33k	213.14	View chart
Vanguard Short Term Corporate ETF Shrt Trm Corp Bd (VCSH)	0.4	$6.8M	-2%	89k	77.31	View chart
Servisfirst Bancshares (SFBS)	0.4	$6.8M		102k	66.66	View chart
iShares 0 To 3 MNTH Treasury BND ETF 0-3 Mnth Treasry (SGOV)	0.4	$6.7M	+31%	66k	100.71	View chart
Invesco QQQ Trust Unit Ser 1 (QQQ)	0.4	$6.6M	+15%	15k	444.59	View chart
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS)	0.4	$6.4M	-2%	106k	60.30	View chart
iShares Ibond Dec 2024 Muni ETF Ibonds Dec (IBMM)	0.4	$6.3M	-4%	244k	25.95	View chart
Mastercard Cl A (MA)	0.4	$6.3M	+7%	13k	481.60	View chart
Johnson & Johnson (JNJ)	0.4	$6.3M		40k	158.18	View chart
Schwab Fundamental US Large Co ETF Schwab Fdt Us Lg (FNDX)	0.3	$5.8M	+5%	87k	67.39	View chart
iShares 1-3 Year Treasury Bond ETF 1-3 Yr Tr Bd Etf (SHY)	0.3	$5.8M		71k	81.77	View chart
SPDR S&P Midcap 400 ETF Utser1 S&pdcrp (MDY)	0.3	$5.7M	-3%	10k	557.41	View chart
iShares TR MSCI Acwi Indx Msci Acwi Etf (ACWI)	0.3	$5.5M		50k	110.12	View chart
PIMCO Exch Traded Fund Enhan Shrt Ma Ac (MINT)	0.3	$5.4M		54k	100.53	View chart
Disney Walt Com Disney (DIS)	0.3	$5.4M	-2%	44k	122.36	View chart
Vanguard Mid Growth ETF Mcap Gr Idxvip (VOT)	0.3	$5.2M	+9%	22k	235.79	View chart
Steel Dynamics (STLD)	0.3	$5.2M		35k	148.68	View chart
Texas Instruments Incorporated (TXN)	0.3	$5.2M	-2%	30k	174.23	View chart
Lowe's Companies (LOW)	0.3	$5.1M	-8%	20k	254.71	View chart
Regions Financial Corporation (RF)	0.3	$5.0M		236k	21.28	View chart
Brown & Brown (BRO)	0.3	$5.0M		57k	87.53	View chart
iShares Core S&P Small-Cap ETF Core S&p Scp Etf (IJR)	0.3	$5.0M		45k	110.51	View chart
iShares Ibond Dec 2026 Muni ETF Ibonds Dec 26 (IBMO)	0.3	$5.0M	-3%	196k	25.35	View chart
Alphabet Inc Class A Cap STK Cap Stk Cl A (GOOGL)	0.3	$5.0M	-3%	33k	150.94	View chart
Emerson Electric (EMR)	0.3	$4.8M		43k	113.43	View chart
Colgate-Palmolive Company (CL)	0.3	$4.8M		54k	90.05	View chart
Cme (CME)	0.3	$4.7M		22k	215.31	View chart
Marathon Petroleum Corp (MPC)	0.3	$4.7M		23k	201.49	View chart
Ishars Edg MSCI USA QLTY FCTR ETF Msci Usa Qlt Fct (QUAL)	0.3	$4.7M	+70%	29k	164.33	View chart
iShares Ibonds 2024 Treasury ETF Ibonds 24 Trm Ts (IBTE)	0.3	$4.7M		195k	23.94	View chart
Eli Lilly & Co. (LLY)	0.3	$4.4M		5.7k	777.95	View chart
Automatic Data Processing (ADP)	0.3	$4.3M		17k	251.14	View chart
Caterpillar (CAT)	0.2	$4.3M		12k	366.46	View chart
Coca-Cola Company (KO)	0.2	$4.3M		69k	61.66	View chart
Abbott Laboratories (ABT)	0.2	$4.2M		37k	113.65	View chart
Intercontinental Exchange (ICE)	0.2	$3.9M		29k	137.44	View chart
Vanguard Growth Growth Etf (VUG)	0.2	$3.9M		11k	344.18	View chart
Deere & Company (DE)	0.2	$3.9M	-7%	9.5k	412.25	View chart
Waters Corporation (WAT)	0.2	$3.9M	-10%	11k	344.22	View chart
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)	0.2	$3.8M	+17%	39k	99.43	View chart
Nike Inc Class B CL B (NKE)	0.2	$3.8M	-7%	40k	95.31	View chart
Duke Energy Corp Com New (DUK)	0.2	$3.8M	-9%	39k	96.70	View chart
Bio-techne Corporation (TECH)	0.2	$3.7M	-18%	52k	70.38	View chart
Amgen (AMGN)	0.2	$3.6M		13k	284.35	View chart
Synovus Financial CP Com New (SNV)	0.2	$3.6M		88k	40.44	View chart
Schwab US Large Cap Value Us Lcap Va Etf (SCHV)	0.2	$3.5M	-10%	46k	75.99	View chart
SCHW US Scap ETF Us Sml Cap Etf (SCHA)	0.2	$3.5M		71k	49.24	View chart
Thermo Fisher Scientific (TMO)	0.2	$3.5M		6.0k	581.53	View chart
Pepsi (PEP)	0.2	$3.4M		19k	176.26	View chart
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)	0.2	$3.4M	-3%	10k	337.01	View chart
Freeport- Mcmoran CL B (FCX)	0.2	$3.4M	-5%	76k	44.37	View chart
iShares Ibonds 2025 Treasury ETF Ibonds 25 Trm Ts (IBTF)	0.2	$3.3M	+7%	144k	23.23	View chart
Accenture PLC CL A F Shs Class A (ACN)	0.2	$3.3M	+12%	9.6k	346.66	View chart
Cisco Systems (CSCO)	0.2	$3.3M	-4%	65k	49.92	View chart
iShares Core U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)	0.2	$3.2M	+2%	33k	97.94	View chart
Qualcomm (QCOM)	0.2	$3.2M		19k	169.29	View chart
Meta Platforms Cl A (META)	0.2	$3.1M	+18%	6.4k	485.81	View chart
Ishrs Ibnds Dec 2026 TRM Corp ETF Ibonds Dec2026 (IBDR)	0.2	$3.1M	+8%	129k	23.85	View chart
Trane Technologies SHS (TT)	0.2	$3.1M	-3%	10k	300.20	View chart
Anthem (ELV)	0.2	$3.0M	+77%	5.9k	518.60	View chart
Illinois Tool Works (ITW)	0.2	$3.0M		11k	269.71	View chart
Cheniere Energy Com New (LNG)	0.2	$3.0M	-2%	19k	161.27	View chart
Oracle Corporation (ORCL)	0.2	$2.9M	-9%	23k	125.59	View chart
Te Connectivity LTD F Reg Shs (TEL)	0.2	$2.9M		20k	145.25	View chart
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)	0.2	$2.8M	-4%	38k	74.22	View chart
Columbia Em Core Ex-China ETF Em Core Ex Etf (XCEM)	0.2	$2.8M	+17%	91k	31.10	View chart
Pacer US Cash Cows 100 ETF Us Cash Cows 100 (COWZ)	0.2	$2.8M	+25%	48k	58.12	View chart
iShares Core MSCI Core Msci Emkt (IEMG)	0.2	$2.8M		54k	51.60	View chart
Wheaton Precious Metals Corp (WPM)	0.2	$2.8M	-29%	59k	47.13	View chart
Doubleline Commercial RL Est ETF Commercial Real (DCRE)	0.2	$2.8M	+34%	54k	51.25	View chart
Ares Management Corp Class A Cl A Com Stk (ARES)	0.2	$2.7M		20k	132.96	View chart
Becton, Dickinson and (BDX)	0.2	$2.7M	-8%	11k	247.49	View chart
SCHW Emg MKT Eq ETF Emrg Mkteq Etf (SCHE)	0.2	$2.6M	-4%	104k	25.25	View chart
Vanguard Extended MKT. ETF Extend Mkt Etf (VXF)	0.1	$2.5M	+3%	15k	175.30	View chart
Quanta Services (PWR)	0.1	$2.5M		9.7k	259.84	View chart
iShares TR Russell 2000 Russell 2000 Etf (IWM)	0.1	$2.5M	-6%	12k	210.31	View chart
Intel Corporation (INTC)	0.1	$2.4M		55k	44.17	View chart
Wec Energy Group (WEC)	0.1	$2.4M	-13%	30k	82.11	View chart
Vanguard Small Value ETF Sm Cp Val Etf (VBR)	0.1	$2.4M	-5%	13k	191.89	View chart
International Business Machines (IBM)	0.1	$2.4M		13k	190.97	View chart
GE Healthcare Technologi Common Stock (GEHC)	0.1	$2.4M	+2%	26k	90.92	View chart
Sprott Physical Gold Trust Unit (PHYS)	0.1	$2.4M	-12%	138k	17.30	View chart
Goldman Sachs Trsryaccs 1 YR ETF Treasuryaccess (GBIL)	0.1	$2.4M	+3%	23k	100.88	View chart
Martin Marietta Materials (MLM)	0.1	$2.4M		3.9k	614.03	View chart
Schwab US Large Cap Growth Us Lcap Gr Etf (SCHG)	0.1	$2.4M	+6%	25k	92.71	View chart
Invesco Bulletshares 2025 Corporate Bond ETF Bulshs 2025 Cb (BSCP)	0.1	$2.3M	+4%	115k	20.43	View chart
General Dynamics Corporation (GD)	0.1	$2.3M	-10%	8.3k	282.55	View chart
Aptus Defined Risk ETF Aptus Defined (DRSK)	0.1	$2.3M		86k	26.66	View chart
iShares Core MSCI Intrl DVLP MKT ETF Core Msci Intl (IDEV)	0.1	$2.3M	+3%	34k	67.13	View chart
Invesco Bulletshares 2026 Corporate Bond ETF Bulshs 2026 Cb (BSCQ)	0.1	$2.3M	+8%	119k	19.21	View chart
Vanguard FTSE All World ex US ETF Allwrld Ex Us (VEU)	0.1	$2.3M	-3%	39k	58.65	View chart
Danaher Corporation (DHR)	0.1	$2.2M	+6%	8.9k	249.97	View chart
Brookfield Reins Cl A-1 Exch Non (BNRE.A)	0.1	$2.2M		53k	41.57	View chart
Invesco Bulletshares 2024 Corporate Bond ETF Bulshs 2024 Cb (BSCO)	0.1	$2.2M	-6%	105k	20.97	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$2.2M		8.7k	250.00	View chart
Tesla Motors (TSLA)	0.1	$2.2M	+18%	12k	180.43	View chart
iShares Total Usd Bond Market ETF Core Total Usd (IUSB)	0.1	$2.2M		47k	45.58	View chart
Skyworks Solutions (SWKS)	0.1	$2.2M		20k	108.33	View chart
Old Republic International Corporation (ORI)	0.1	$2.1M		69k	30.71	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.1M	-3%	3.8k	555.91	View chart
Cameco Corporation (CCJ)	0.1	$2.1M	+3%	49k	43.33	View chart
Booking Holdings (BKNG)	0.1	$2.1M	+33%	571.00	3628.72	View chart
Vanguard High Dividend Yield High Div Yld (VYM)	0.1	$2.1M	-3%	17k	121.00	View chart
Broadridge Financial Solutions (BR)	0.1	$2.0M		9.9k	205.66	View chart
Morgan Stanley Com New (MS)	0.1	$2.0M	-5%	21k	94.14	View chart
Blackstone Gso Flting Rte Fu (BSL)	0.1	$2.0M	+14%	138k	14.33	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1.9M	NEW	4.7k	418.06	View chart
Enterprise Products Partners (EPD)	0.1	$1.9M		66k	29.18	View chart
Linde SHS (LIN)	0.1	$1.9M	+7%	4.1k	464.34	View chart
Hershey Company (HSY)	0.1	$1.9M		9.8k	194.46	View chart
Union Pacific Corporation (UNP)	0.1	$1.9M		7.7k	245.92	View chart
iShares Floating Rate Bond ETF Fltg Rate Bd Etf (FLOT)	0.1	$1.9M	+18%	37k	51.05	View chart
Blackstone Secd Lending Common Stoc (BXSL)	0.1	$1.9M	+5%	58k	31.91	View chart
iShares Ibonds Dec 2027 Term Corporate ETF Ibonds 27 Etf (IBDS)	0.1	$1.9M	+21%	78k	23.80	View chart
Aberdeen Standard Investments Etfs Bloomberg All Comdty STRGY K1 Free ETF Bbrg All Comd K1 (BCI)	0.1	$1.9M	+5%	94k	19.77	View chart
Shell Spon Ads (SHEL)	0.1	$1.8M	-15%	27k	67.04	View chart
Broadcom (AVGO)	0.1	$1.8M	+18%	1.4k	1325.11	View chart
Nucor Corporation (NUE)	0.1	$1.8M		9.2k	198.41	View chart
Waste Connections (WCN)	0.1	$1.8M		11k	172.00	View chart
W.R. Berkley Corporation (WRB)	0.1	$1.8M		20k	88.42	View chart
Invesco Bulletshares 2027 Corporate Bond ETF Bulshs 2027 Cb (BSCR)	0.1	$1.8M	+11%	93k	19.29	View chart
L3harris Technologies (LHX)	0.1	$1.8M	+42%	8.4k	213.08	View chart
Vanguard Consumer Discretionary ETF Consum Dis Etf (VCR)	0.1	$1.8M	-7%	5.6k	317.67	View chart
Pfizer (PFE)	0.1	$1.8M	-10%	64k	27.76	View chart
iShares Ibonds 2026 Treasury ETF Ibonds 26 Trm Ts (IBTG)	0.1	$1.8M	+27%	77k	22.71	View chart
A S M L Holding NV New F N Y Registry Shs (ASML)	0.1	$1.8M	+9%	1.8k	970.62	View chart
iShares Russell Top 200 ETF Rus Top 200 Etf (IWL)	0.1	$1.7M	+2%	14k	127.15	View chart
Devon Energy Corporation (DVN)	0.1	$1.7M	-27%	34k	50.18	View chart
SPDR Russell 1000 Yield Focus ETF Russell Yield (ONEY)	0.1	$1.7M		16k	108.65	View chart
iShares Interntinl Aggrgt BND ETF Core Intl Aggr (IAGG)	0.1	$1.7M		33k	49.96	View chart
Lam Research Corporation (LRCX)	0.1	$1.7M		1.7k	973.53	View chart
iShares TR Barclys 7-10 YR 7-10 Yr Trsy Bd (IEF)	0.1	$1.7M		18k	94.63	View chart
Vanguard Value Value Etf (VTV)	0.1	$1.6M		10k	162.86	View chart
Verizon Communications (VZ)	0.1	$1.6M		39k	41.97	View chart
Franklin FTSE South Korea ETF Ftse South Korea (FLKR)	0.1	$1.6M	NEW	70k	23.38	View chart
Fastenal Company (FAST)	0.1	$1.6M		21k	77.16	View chart
Chemed Corp Com Stk (CHE)	0.1	$1.6M		2.5k	642.00	View chart
Eaton Corp PLC F SHS (ETN)	0.1	$1.6M	+8%	5.1k	312.70	View chart
Norfolk Southern (NSC)	0.1	$1.6M	-19%	6.2k	254.81	View chart
Vanguard REIT Index ETF Reit Etf (VNQ)	0.1	$1.6M	+2%	18k	86.47	View chart
Packaging Corporation of America (PKG)	0.1	$1.6M		8.3k	191.03	View chart
General Mills (GIS)	0.1	$1.6M	-31%	22k	69.97	View chart
Franklin FTSE Japan ETF Ftse Japan Etf (FLJP)	0.1	$1.6M	+20%	51k	31.03	View chart
Clorox Company (CLX)	0.1	$1.6M	-8%	10k	153.08	View chart
Nasdaq Omx (NDAQ)	0.1	$1.6M	-3%	25k	63.09	View chart
NVR (NVR)	0.1	$1.6M	+27%	192.00	8098.96	View chart
iShares Silver Trust Ishares (SLV)	0.1	$1.5M	-10%	68k	22.75	View chart
Vanguard Short Term Government ETF Shtrm Gvt Bd Etf (VGSH)	0.1	$1.5M		27k	58.06	View chart
Weyerhaeuser Company (WY)	0.1	$1.5M	-5%	43k	35.92	View chart
Franklin US MD CP Multifct Index ETF Us Mid Cp Mltfct (FLQM)	0.1	$1.5M	+3%	28k	53.47	View chart
Pacer US Small Cap Cash Cows 100 ETF Pacer Us Small (CALF)	0.1	$1.5M	+3%	31k	49.16	View chart
Costco Wholesale Corporation (COST)	0.1	$1.5M	+6%	2.1k	732.68	View chart
CSX Corporation (CSX)	0.1	$1.4M	+3%	39k	37.08	View chart
Schwab Fundamental US Small Com ETF Schwab Fdt Us Sc (FNDA)	0.1	$1.4M		25k	57.04	View chart
Bunge Global SA Com Sh (BG)	0.1	$1.4M	-19%	14k	102.51	View chart
RPM International (RPM)	0.1	$1.4M		12k	118.96	View chart
Bristol Myers Squibb (BMY)	0.1	$1.4M		26k	54.23	View chart
Wells Fargo & Company (WFC)	0.1	$1.4M	+2%	24k	57.98	View chart
Global X MLP & Energy Infrastructure ETF Glb X Mlp Enrg I (MLPX)	0.1	$1.4M	+10%	28k	48.99	View chart
Gra (GGG)	0.1	$1.4M		15k	93.45	View chart
iShares Core Dividend Growth ETF Core Div Grwth (DGRO)	0.1	$1.3M		23k	58.06	View chart
Jacobs Engineering Group (J)	0.1	$1.3M		8.6k	153.71	View chart
iShares U.S. Treasury Bond ETF Us Treas Bd Etf (GOVT)	0.1	$1.3M	-14%	56k	22.77	View chart
ProShares Large Cap Core Plus Pshs Lc Cor Plus (CSM)	0.1	$1.3M	-17%	21k	60.73	View chart
PIMCO Dynamic Income Opp Com Ben Shs (PDO)	0.1	$1.3M	+7%	95k	13.29	View chart
Corteva (CTVA)	0.1	$1.3M	-6%	22k	57.68	View chart
Ansys (ANSS)	0.1	$1.3M		3.6k	347.16	View chart
Lab CP Of Amer HLDG Com New (LH)	0.1	$1.3M		5.7k	218.39	View chart
Cardinal Health (CAH)	0.1	$1.2M		11k	112.42	View chart
Consolidated Edison (ED)	0.1	$1.2M		14k	90.84	View chart
iShares MSCI Japan ETF Msci Jpn Etf New (EWJ)	0.1	$1.2M	+111%	17k	71.35	View chart
Vanguard Small Growth ETF Sml Cp Grw Etf (VBK)	0.1	$1.2M	+4%	4.7k	260.70	View chart
iShares TR Russell 1000 Rus 1000 Etf (IWB)	0.1	$1.2M	+5%	4.2k	288.08	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.2M	+3%	3.0k	399.14	View chart
FedEx Corporation (FDX)	0.1	$1.2M		4.1k	291.05	View chart
Comcast Corp New CL A Cl A (CMCSA)	0.1	$1.2M	+14%	28k	43.36	View chart
Cincinnati Financial Corporation (CINF)	0.1	$1.2M		9.4k	124.95	View chart
American Financial (AFG)	0.1	$1.2M		8.6k	136.51	View chart
Schwab Funda Emg MKTS Large Com ETF Schwb Fdt Emk Lg (FNDE)	0.1	$1.2M	+7%	42k	27.75	View chart
Air Products & Chemicals (APD)	0.1	$1.2M	-14%	4.7k	243.98	View chart
Altria (MO)	0.1	$1.1M	-4%	26k	44.60	View chart
Pacer Lunt LRG Cap Multi Factr ETF Lunt Lrgcp Multi (PALC)	0.1	$1.1M	+39%	24k	46.63	View chart
Goldman Sachs Actvbt Intereqy ETF Activebeta Int (GSIE)	0.1	$1.1M		33k	34.28	View chart
Nextera Energy (NEE)	0.1	$1.1M		18k	63.90	View chart
Service Corporation International (SCI)	0.1	$1.1M		15k	74.21	View chart
ConocoPhillips (COP)	0.1	$1.1M		8.8k	127.30	View chart
Arrow Electronics (ARW)	0.1	$1.1M	-6%	8.5k	129.41	View chart
CVS Caremark Corporation (CVS)	0.1	$1.1M		14k	79.73	View chart
Charles River Laboratories (CRL)	0.1	$1.1M	-13%	4.0k	271.00	View chart
Sprott Physical Silver Trust Tr Unit (PSLV)	0.1	$1.1M	-7%	130k	8.29	View chart
Microchip Technology (MCHP)	0.1	$1.1M		12k	89.70	View chart
Invesco S And P 500 Garp ETF S&p 500 Garp Etf (SPGP)	0.1	$1.1M		9.9k	106.47	View chart
Vaneck Vectors ETF TR Agribusiness ETF Agribusiness Etf (MOO)	0.1	$1.0M	-4%	14k	75.14	View chart
Church & Dwight (CHD)	0.1	$1.0M	-2%	9.8k	104.29	View chart
Vanguard Mortgage Backed Mortg-back Sec (VMBS)	0.1	$1.0M	+59%	22k	45.61	View chart
SPDR EM Local Currency Bond ETF Blombrg Brc Emrg (EBND)	0.1	$1.0M	-2%	49k	20.51	View chart
Advanced Micro Devices (AMD)	0.1	$1.0M	+3%	5.6k	180.55	View chart
American Express Company (AXP)	0.1	$1.0M	-2%	4.4k	227.80	View chart
ON Semiconductor (ON)	0.1	$1.0M	-6%	14k	73.51	View chart
Applied Materials (AMAT)	0.1	$997k	+2%	4.8k	206.16	View chart
Canadian Pacific Kansas City (CP)	0.1	$992k	+253%	11k	88.33	View chart
iShares Russell Top 200 Growth ETF Rus Tp200 Gr Etf (IWY)	0.1	$978k	+5%	5.0k	195.13	View chart
Rayonier (RYN)	0.1	$977k	-23%	29k	33.23	View chart
Expeditors International of Washington (EXPD)	0.1	$973k		8.0k	121.62	View chart
Donaldson Company (DCI)	0.1	$971k		13k	74.69	View chart
Ingersoll Rand (IR)	0.1	$963k		10k	94.90	View chart
Astrazeneca PLC ADR F Sponsored Adr (AZN)	0.1	$960k	-17%	14k	67.75	View chart
iShares Short Treasury Bond ETF Short Treas Bd (SHV)	0.1	$957k		8.7k	110.53	View chart
Analog Devices (ADI)	0.1	$954k		4.8k	197.76	View chart
iShares Ibonds Dec 2028 Term ETF Ibds Dec28 Etf (IBDT)	0.1	$923k	+84%	37k	24.90	View chart
Edwards Lifesciences (EW)	0.1	$918k	+2%	9.6k	95.61	View chart
Philip Morris International (PM)	0.1	$908k	-3%	9.8k	93.00	View chart
Sherwin-Williams Company (SHW)	0.1	$902k	+155%	2.6k	347.32	View chart
Teleflex Incorporated (TFX)	0.1	$893k		4.0k	226.08	View chart
Boeing Company (BA)	0.1	$890k	-43%	4.6k	193.06	View chart
Toyota Motor CP ADR Newf Ads (TM)	0.1	$887k	+76%	3.5k	251.63	View chart
Enbridge (ENB)	0.1	$871k		24k	36.17	View chart
U S Bancorp Del Com New (USB)	0.1	$870k		19k	45.17	View chart
Truist Financial Corp equities (TFC)	0.0	$866k	-6%	22k	39.00	View chart
At&t (T)	0.0	$859k		49k	17.60	View chart
Palantir Technologies In Class A Cl A (PLTR)	0.0	$843k	+2%	37k	23.01	View chart
Yum! Brands (YUM)	0.0	$838k		6.0k	138.72	View chart
Dow (DOW)	0.0	$837k	-2%	15k	57.90	View chart
iShares Russell Mid-Cap ETF Rus Mid Cap Etf (IWR)	0.0	$826k	-11%	9.8k	84.13	View chart
Vanguard Health Care ETF Health Car Etf (VHT)	0.0	$818k	-17%	3.0k	270.41	View chart
SPDR Index Shares Emerg Markt ETF IV Portfolio Emg Mk (SPEM)	0.0	$801k		22k	36.21	View chart
Dupont De Nemours (DD)	0.0	$781k		10k	76.63	View chart
Uber Technologies (UBER)	0.0	$780k	+79%	10k	76.99	View chart
Woodward Governor Company (WWD)	0.0	$771k		5.0k	154.20	View chart
Ametek (AME)	0.0	$759k		4.2k	182.80	View chart
Vanguard Total International Bond ETF Intl Bd Idx Etf (BNDX)	0.0	$755k	-5%	15k	49.19	View chart
Mondelez Intl Inc CL A Cl A (MDLZ)	0.0	$738k		11k	70.46	View chart
Ishs MSCI Intl Quality Fact ETF Msci Intl Qualty (IQLT)	0.0	$733k	+64%	19k	39.64	View chart
4068594 Enphase Energy (ENPH)	0.0	$728k		6.0k	121.01	View chart
Target Corporation (TGT)	0.0	$726k	+12%	4.1k	177.29	View chart
Marathon Oil Corporation (MRO)	0.0	$719k		25k	28.34	View chart
Vanguard Consumer Staples ETF Consum Stp Etf (VDC)	0.0	$719k	-10%	3.5k	204.09	View chart
Crispr Therapeutics F Namen Akt (CRSP)	0.0	$716k		11k	68.19	View chart
Henry Schein (HSIC)	0.0	$713k	-14%	9.4k	75.54	View chart
Invesco Bulletshars 2028 Corp BD ETF Invsco Blsh 28 (BSCS)	0.0	$707k	+142%	35k	20.07	View chart
Sector SPDR TR Sbi Healthcare Sbi Healthcare (XLV)	0.0	$706k	NEW	4.8k	147.79	View chart
SPDR Nuveen Barclays Short Term Muni ETF Nuveen Blmbrg Sr (SHM)	0.0	$702k	-5%	15k	47.42	View chart
Intuit (INTU)	0.0	$697k	+7%	1.1k	650.19	View chart
3M Company (MMM)	0.0	$695k		6.6k	106.04	View chart
iShares Core High Dividend ETF Core High Dv Etf (HDV)	0.0	$686k	-4%	6.2k	110.27	View chart
iShares Ibonds Term Treasury ETF Ibonds 27 Trm Ts (IBTH)	0.0	$661k	+24%	30k	22.16	View chart
iShares Russell Growth Rus Md Cp Gr Etf (IWP)	0.0	$659k	-12%	5.8k	114.07	View chart
Marsh & McLennan Companies (MMC)	0.0	$654k		3.2k	205.98	View chart
Rockwell Automation (ROK)	0.0	$648k	+48%	2.2k	291.50	View chart
Penumbra (PEN)	0.0	$647k	-27%	2.9k	223.10	View chart
Centene Corporation (CNC)	0.0	$638k		8.1k	78.46	View chart
Berkshire Hathaway Cl A (BRK.A)	0.0	$634k	NEW	1.00	634000.00	View chart
Gilead Sciences (GILD)	0.0	$634k	+119%	8.7k	73.22	View chart
Ashland (ASH)	0.0	$633k		6.5k	97.38	View chart
iShares International Sel DIV ETF Intl Sel Div Etf (IDV)	0.0	$621k	-5%	22k	28.04	View chart
Invesco S&P 500 Quality ETF S&p500 Quality (SPHQ)	0.0	$614k	-2%	10k	60.40	View chart
Select Sector Spdr Tr Sbi Int-tech Technology (XLK)	0.0	$604k	+15%	2.9k	208.13	View chart
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)	0.0	$595k		3.3k	179.06	View chart
S&p Global (SPGI)	0.0	$595k	-2%	1.4k	425.30	View chart
Vanguard Materials ETF Materials Etf (VAW)	0.0	$592k	-15%	2.9k	204.35	View chart
Paypal Holdings (PYPL)	0.0	$590k		8.8k	66.98	View chart
PBF Energy Cl A (PBF)	0.0	$581k	+6%	10k	57.52	View chart
Valero Energy Corporation (VLO)	0.0	$577k		3.4k	170.56	View chart
Kimberly-Clark Corporation (KMB)	0.0	$572k		4.4k	130.53	View chart
BlackRock Ultra Short Term Bond ETF Blackrock Ultra (ICSH)	0.0	$571k	+15%	11k	50.60	View chart
Vanguard Industrials ETF Industrial Etf (VIS)	0.0	$562k	+4%	2.3k	244.03	View chart
Vanguard Financials ETF Financials Etf (VFH)	0.0	$558k	-17%	5.5k	102.33	View chart
Ab Ultra Short Income ETF Ultra Short Incm (YEAR)	0.0	$553k	+28%	11k	50.50	View chart
Ecolab (ECL)	0.0	$552k	-2%	2.4k	231.35	View chart
Allegion Public LTD Co F Ord Shs (ALLE)	0.0	$547k		4.1k	134.76	View chart
Bank of America Corporation (BAC)	0.0	$547k		14k	37.89	View chart
Unilever PLC ADR New F Spon Adr New (UL)	0.0	$540k	-5%	11k	50.16	View chart
Vanguard Corp Bond ETF Int-term Corp (VCIT)	0.0	$539k	+61%	6.7k	80.51	View chart
Vanguard Intrmdiat TRM TRSRY ETF Inter Term Treas (VGIT)	0.0	$536k	NEW	9.2k	58.52	View chart
ResMed (RMD)	0.0	$535k		2.7k	198.15	View chart
Wisdomtree Trust Emg Mkts Smcap (DGS)	0.0	$533k	+3%	11k	50.83	View chart
Travelers Companies (TRV)	0.0	$528k		2.3k	229.97	View chart
Vanguard Telcom ETF Telcomm Etf (VOX)	0.0	$527k	+11%	4.0k	131.32	View chart
Bio-Rad Laboratories 'a' Cl A (BIO)	0.0	$519k		1.5k	346.00	View chart
Vanguard Utilities Utilities Etf (VPU)	0.0	$514k	-18%	3.6k	142.58	View chart
International Paper Company (IP)	0.0	$509k	-5%	13k	39.03	View chart
iShares Core US Growth ETF Core S&p Us Etf (IUSG)	0.0	$505k		4.3k	117.11	View chart
Schwab 1000 Index ETF 1000 Index Etf (SCHK)	0.0	$504k		9.9k	50.68	View chart
Invesco Bulletshares 2024 High Yield Bulshs 2024 Hy (BSJO)	0.0	$500k		22k	22.71	View chart
MSC Indl.Direct 'a' Cl A (MSM)	0.0	$495k		5.1k	97.06	View chart
Palo Alto Networks (PANW)	0.0	$482k	NEW	1.7k	283.86	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$480k	-7%	3.6k	133.04	View chart
Valvoline Inc Common (VVV)	0.0	$479k	+16%	11k	44.62	View chart
iShares North American Natural Resources ETF Na Nat Res (IGE)	0.0	$478k	-15%	11k	44.96	View chart
Genuine Parts Company (GPC)	0.0	$473k	-3%	3.0k	155.80	View chart
Apollo Global Mgmt (APO)	0.0	$472k	+7%	4.2k	112.38	View chart
iShares Core 1 5 Year Usd Bond ETF Core 1 5 Yr Usd (ISTB)	0.0	$472k		9.9k	47.47	View chart
Snap-on Incorporated (SNA)	0.0	$470k	+2%	1.6k	296.53	View chart
SPDR Gold Trust Gold Shs (GLD)	0.0	$467k		2.3k	205.73	View chart
Charles Schwab Corporation (SCHW)	0.0	$463k	-3%	6.4k	72.34	View chart
Digital Realty Trust (DLR)	0.0	$463k	NEW	3.2k	143.92	View chart
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)	0.0	$457k	+9%	5.7k	79.80	View chart
MetLife (MET)	0.0	$452k		6.1k	74.11	View chart
Goldman Sachs (GS)	0.0	$449k	+22%	1.1k	418.06	View chart
Molson Coors Brewing CL B CL B (TAP)	0.0	$446k		6.6k	67.24	View chart
iShares Select Dividend Select Divid Etf (DVY)	0.0	$443k		3.6k	123.06	View chart
Darden Restaurants (DRI)	0.0	$431k		2.6k	167.05	View chart
iShares TR Real Estate U.s. Real Es Etf (IYR)	0.0	$431k		4.8k	89.89	View chart
Chubb (CB)	0.0	$431k		1.7k	260.27	View chart
Medtronic PLC F SHS (MDT)	0.0	$424k	-12%	4.8k	87.89	View chart
Brookfiled Asset Manag F Class A Cl A Lmt Vtg Shs (BAM)	0.0	$414k		9.9k	42.00	View chart
Public Service Enterprise (PEG)	0.0	$414k		6.2k	66.81	View chart
Tractor Supply Company (TSCO)	0.0	$408k		1.6k	261.54	View chart
Paychex (PAYX)	0.0	$403k		3.3k	122.68	View chart
T. Rowe Price (TROW)	0.0	$402k	+3%	3.3k	121.89	View chart
Northern Oil And Gas Inc Mn (NOG)	0.0	$401k		10k	40.10	View chart
Occidental Petroleum Corporation (OXY)	0.0	$394k	+4%	6.0k	65.22	View chart
Schwab Strategic TR Intrm TRM Tres Int-trm U.s Tres (SCHR)	0.0	$393k	-2%	8.0k	49.00	View chart
MC Cormick & Co Inc N-VT Com Non Vtg (MKC)	0.0	$393k		5.1k	76.73	View chart
Vanguard Energy ETF Energy Etf (VDE)	0.0	$392k		3.0k	131.76	View chart
Arch Cap.GP. Ord (ACGL)	0.0	$388k	+5%	4.2k	92.38	View chart
Toll Brothers (TOL)	0.0	$388k		3.0k	129.33	View chart
Starbucks Corporation (SBUX)	0.0	$385k	+32%	4.2k	91.34	View chart
Fiserv (FI)	0.0	$383k	-2%	2.4k	159.92	View chart
SYSCO Corporation (SYY)	0.0	$383k		4.7k	81.25	View chart
MasTec (MTZ)	0.0	$378k	-70%	4.1k	93.33	View chart
Pacer Lunt Large Cap Alter ETF Lunt Lrg Cp Altr (ALTL)	0.0	$377k	-3%	11k	35.08	View chart
Gildan Activewear Inc Com Cad (GIL)	0.0	$373k		10k	37.30	View chart
Dominion Resources (D)	0.0	$373k	-7%	7.6k	49.22	View chart
Invesco DB Agriculture Fund Agriculture Fd (DBA)	0.0	$371k	-6%	15k	24.77	View chart
Voya Financial (VOYA)	0.0	$370k		5.0k	74.00	View chart
D.R. Horton (DHI)	0.0	$366k		2.2k	164.49	View chart
General Electric Com New (GE)	0.0	$363k		2.1k	175.45	View chart
Invesco Bletshs 2024 MNPL BND ETF Bulshs 2024 Muni (BSMO)	0.0	$363k		15k	24.77	View chart
Archer Daniels Midland Company (ADM)	0.0	$361k	-30%	5.7k	62.85	View chart
Atrion Corporation (ATRI)	0.0	$361k		778.00	464.01	View chart
iShares Dow Jones U.S. ETF Dow Jones Us Etf (IYY)	0.0	$361k		2.8k	128.10	View chart
Ameriprise Financial (AMP)	0.0	$356k		812.00	438.42	View chart
Motorola Solutions Com New (MSI)	0.0	$352k	+14%	988.00	356.28	View chart
iShares Trust Technology U.s. Tech Etf (IYW)	0.0	$351k		2.6k	134.95	View chart
KLA-Tencor Corporation (KLAC)	0.0	$351k	+4%	503.00	697.81	View chart
Dick's Sporting Goods (DKS)	0.0	$339k		1.5k	226.00	View chart
Corning Incorporated (GLW)	0.0	$338k	-8%	10k	32.93	View chart
SPDR Short Term Intl Treasury Bond ETF Blomberg Brc Int (BWZ)	0.0	$337k	+12%	13k	26.36	View chart
Kroger (KR)	0.0	$337k	-76%	5.9k	57.15	View chart
Extra Space Storage (EXR)	0.0	$332k		2.3k	147.16	View chart
First Bancshares (FBMS)	0.0	$330k		13k	25.98	View chart
PNC Financial Services (PNC)	0.0	$329k		2.0k	161.67	View chart
C H Robinson Worldwd Com New (CHRW)	0.0	$322k		4.2k	76.67	View chart
iShares MSCI India Index Msci India Etf (INDA)	0.0	$322k	NEW	6.2k	51.54	View chart
Banco Bilbao Argen ADR F Sponsored Adr (BBVA)	0.0	$321k	-9%	27k	11.84	View chart
eBay (EBAY)	0.0	$321k		6.1k	52.86	View chart
Nvent Electric PLC F SHS (NVT)	0.0	$317k		4.2k	75.48	View chart
Avantis US Small Cap Value ETF Us Sml Cp Valu (AVUV)	0.0	$312k		3.3k	93.58	View chart
Rithm Capital Corp Com New (RITM)	0.0	$311k	+3%	27k	11.41	View chart
PPG Industries (PPG)	0.0	$311k		2.1k	144.72	View chart
Baxter International (BAX)	0.0	$310k		7.2k	43.05	View chart
Goldman Sachs Actvbeta US LRG ETF Equity Etf (GSLC)	0.0	$310k		3.0k	103.85	View chart
iShares TIPS Bond ETF Tips Bd Etf (TIP)	0.0	$309k	-9%	2.9k	107.52	View chart
Lincoln National Corporation (LNC)	0.0	$308k		9.6k	31.93	View chart
iShares Edge MSCI USA Value Factor E Msci Usa Value (VLUE)	0.0	$303k	+31%	2.8k	108.49	View chart
Sector SPDR Engy Select Sbi Int-energy (XLE)	0.0	$301k	-6%	3.2k	94.42	View chart
Vanguard SHRT Inf Prot Sec Index ETF Strm Infproidx (VTIP)	0.0	$296k	NEW	6.2k	47.83	View chart
Carrier Global Corporation (CARR)	0.0	$293k	-5%	5.0k	58.23	View chart
Markel Corporation (MKL)	0.0	$292k		192.00	1520.83	View chart
Micron Technology (MU)	0.0	$290k		2.5k	117.89	View chart
United Rentals (URI)	0.0	$285k		395.00	721.52	View chart
iShares MSCI United Kingdom ETF Msci Uk Etf New (EWU)	0.0	$281k	-54%	8.2k	34.24	View chart
United Parcel Service B CL B (UPS)	0.0	$279k		1.9k	148.40	View chart
Dimensional US Marketwide Value ETF Us Mktwide Valu (DFUV)	0.0	$276k		6.8k	40.83	View chart
salesforce (CRM)	0.0	$274k	NEW	910.00	301.10	View chart
Pentair PLC F SHS (PNR)	0.0	$273k		3.2k	85.31	View chart
Alliant Energy Corporation (LNT)	0.0	$269k		5.3k	50.42	View chart
iShares MSCI Brazil ETF Msci Brazil Etf (EWZ)	0.0	$267k	+11%	8.2k	32.45	View chart
Invesco Bletshs 2025 MNPL BND ETF Bulshs 2025 Muni (BSMP)	0.0	$266k		11k	24.37	View chart
Targa Res Corp (TRGP)	0.0	$262k		2.3k	112.11	View chart
iShares TR S&P 100 ETF S&p 100 Etf (OEF)	0.0	$258k		1.0k	247.60	View chart
Seagate Technology HLD F Ord Shs (STX)	0.0	$257k		2.7k	93.62	View chart
iShares Ibond Dec 2027 Muni ETF Ibonds Dec 27 (IBMP)	0.0	$255k	+10%	10k	25.18	View chart
McKesson Corporation (MCK)	0.0	$254k		473.00	537.00	View chart
iShares Natl Amt-Free Muni Bond ETF National Mun Etf (MUB)	0.0	$253k	-11%	2.4k	107.66	View chart
Vanguard Intermediate Bond ETF Intermed Term (BIV)	0.0	$253k	-2%	3.4k	75.32	View chart
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Spdr Bloomberg (BIL)	0.0	$251k		2.7k	91.91	View chart
Agilent Technologies Inc C ommon (A)	0.0	$250k		1.7k	145.35	View chart
iShares Emerging Markets Local Cur ETF Jp Morgan Em Etf (LEMB)	0.0	$247k		6.9k	36.01	View chart
Invesco S&P 500 Top 50 ETF S&p 500 Top 50 (XLG)	0.0	$247k	+3%	5.9k	42.11	View chart
iShares CMBS ETF Cmbs Etf (CMBS)	0.0	$244k	-6%	5.2k	47.13	View chart
Vanguard Intrntnl HGH Intl High Etf (VYMI)	0.0	$241k		3.5k	68.78	View chart
Ishrs BLMBRG RL Sel CMDT STRG ETF Bloomberg Roll (CMDY)	0.0	$240k	-4%	5.0k	47.93	View chart
Williams-Sonoma (WSM)	0.0	$240k	NEW	756.00	317.46	View chart
Harley-Davidson (HOG)	0.0	$240k		5.5k	43.74	View chart
Novo-Nordisk A-S ADR F Adr (NVO)	0.0	$236k	NEW	1.8k	129.46	View chart
iShares MSCI USA Esg Select ETF Usa Esg Slct Etf (SUSA)	0.0	$235k		2.2k	109.30	View chart
BlackRock (BLK)	0.0	$232k	-2%	278.00	834.53	View chart
FactSet Research Systems (FDS)	0.0	$229k	+11%	504.00	454.37	View chart
Trump Media & Technology Class A Com (DJT)	0.0	$225k	NEW	3.6k	62.07	View chart
D R S Technologies (DRS)	0.0	$221k		10k	22.10	View chart
Veralto Corp Com Shs (VLTO)	0.0	$221k	NEW	2.5k	88.75	View chart
Xylem (XYL)	0.0	$215k	NEW	1.7k	129.36	View chart
Otis Worldwide Corp (OTIS)	0.0	$214k	NEW	2.2k	99.21	View chart
Allstate Corporation (ALL)	0.0	$213k	NEW	1.2k	173.74	View chart
Principal Financial (PFG)	0.0	$212k	NEW	2.5k	86.32	View chart
Apa Corporation (APA)	0.0	$212k	-39%	6.2k	34.45	View chart
Invesco Water Resources ETF Water Res Etf (PHO)	0.0	$208k	NEW	3.1k	66.45	View chart
Okta Inc Class A Cl A (OKTA)	0.0	$207k	NEW	2.0k	104.81	View chart
iShares MSCI Frontier 100 ETF Msci Frntr100etf (FM)	0.0	$207k	-11%	7.2k	28.71	View chart
Toronto Dominion Bank F Com New (TD)	0.0	$203k		3.4k	60.38	View chart
Cummins (CMI)	0.0	$202k	NEW	684.00	295.32	View chart
Computer Programs & Systems (TBRG)	0.0	$160k		17k	9.24	View chart
Amcor PLC F Ord (AMCR)	0.0	$147k		16k	9.48	View chart
Vertex Energy (VTNR)	0.0	$84k	-20%	60k	1.40	View chart
Cineverse Corp Class A Com Cl A (CNVS)	0.0	$58k		42k	1.38	View chart
LivePerson (LPSN)	0.0	$45k		45k	1.00	View chart
Gamida Cell LTD F SHS (GMDA)	0.0	$8.0k		235k	0.03	View chart

Past Filings by Leavell Investment Management

SEC 13F filings are viewable for Leavell Investment Management going back to 2011

Leavell Investment Management 2024 Q1 filed April 24, 2024
Leavell Investment Management 2023 Q4 filed Jan. 23, 2024
Leavell Investment Management 2023 Q3 filed Oct. 16, 2023
Leavell Investment Management 2023 Q2 filed July 19, 2023
Leavell Investment Management 2023 Q1 filed April 13, 2023
Leavell Investment Management 2022 Q4 filed Jan. 17, 2023
Leavell Investment Management 2022 Q3 filed Oct. 17, 2022
Leavell Investment Management 2022 Q2 filed July 28, 2022
Leavell Investment Management 2022 Q1 filed April 21, 2022
Leavell Investment Management 2021 Q4 filed Jan. 20, 2022
Leavell Investment Management 2021 Q3 filed Oct. 26, 2021
Leavell Investment Management 2021 Q2 filed July 21, 2021
Leavell Investment Management 2021 Q1 filed April 15, 2021
Leavell Investment Management 2020 Q4 filed Jan. 26, 2021
Leavell Investment Management 2020 Q3 filed Oct. 27, 2020
Leavell Investment Management 2020 Q2 filed July 23, 2020

View all past filings

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