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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 18.29% of Leavell Investment Management's stock portfolio.
Added to shares of these 10 stocks: MGC (+$5.0M), AAPL, JAAA, Te Connectivity, IGSB, AVGO, HD, VOO, AMZN, VFVA.
Started 48 new stock positions in WSM, SPMO, ET, AVAV, Te Connectivity, AGX, AWP, ALL, WELL, IGEB.
Reduced shares in these 10 stocks: , IBDP, BNRE.A, NVDA, BSCO, IBTE, BX, CELH, SPY, CSHI.
Sold out of its positions in ATRI, FANG, GBTC, OEF, EWU, TAP, ALTL, CSHI, SPIB, TNYA. TM, VRSK, BNRE.A, TEL.
Leavell Investment Management was a net buyer of stock by $95M.
Leavell Investment Management has $2.0B in assets under management (AUM), dropping by 10.79%.
Central Index Key (CIK): 0000924181

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Portfolio Holdings for Leavell Investment Management

Leavell Investment Management holds 536 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Leavell Investment Management has 536 total positions. Only the first 250 positions are shown.

Sign up to view all of the Leavell Investment Management Sept. 30, 2024 positions
Download the Leavell Investment Management September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	6.4	$128M		1.1M	121.45	View chart
Vanguard Mega Cap ETF Mega Cap Index (MGC)	4.7	$94M	+5%	455k	206.64	View chart
Apple (AAPL)	3.0	$60M	+7%	259k	233.00	View chart
Vanguard Mid Cap ETF Mid Cap Etf (VO)	2.3	$46M	+4%	173k	263.83	View chart
Microsoft Corporation (MSFT)	2.0	$39M	+4%	91k	430.30	View chart
Vanguard Mega Growth ETF Mega Grwth Ind (MGK)	1.8	$36M	+2%	113k	321.95	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	1.5	$30M	+7%	57k	529.30	View chart
Vanguard Large-Cap Index Fund ETF Shares Large Cap Etf (VV)	1.4	$28M		108k	264.09	View chart
Blackstone Group Com Cl A (BX)	1.4	$28M	-2%	183k	153.13	View chart
Vanguard Small Cap ETF Small Cp Etf (VB)	1.4	$27M	+4%	115k	237.91	View chart
Vanguard FTSE Developed ETF Ftse Dev Mkt Etf (VEA)	1.4	$27M	+3%	516k	52.81	View chart
Schwab Fundamental Inl Large Com ETF Schwb Fdt Int Lg (FNDF)	1.2	$25M		671k	37.37	View chart
SCHW Intl Eq ETF Intl Eqty Etf (SCHF)	1.2	$23M		567k	41.12	View chart
Schwab Short U.S. Treasury ETF Sht Tm Us Tres (SCHO)	1.1	$23M	+9%	463k	48.98	View chart
Spdr S&p 500 Etf Tst. Tr Unit (SPY)	1.0	$21M	-3%	37k	575.51	View chart
JPMorgan Chase & Co. (JPM)	1.0	$20M		93k	210.86	View chart
Home Depot (HD)	1.0	$19M	+13%	47k	405.20	View chart
iShares 1-5 Investment Grade Corp ETF 1-3 Yr Cr Bd Etf (IGSB)	0.9	$19M	+18%	352k	52.66	View chart
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)	0.9	$18M	+2%	294k	62.32	View chart
iShares 3-7 YR TR BD ETF 3 7 Yr Treas Bd (IEI)	0.9	$18M	+8%	149k	119.60	View chart
Vanguard Mega Value ETF Mega Cap Val Etf (MGV)	0.9	$17M	+4%	136k	128.28	View chart
Mid-America Apartment (MAA)	0.8	$17M		106k	158.90	View chart
Alphabet Inc Class C Cap STK Cap Stk Cl C (GOOG)	0.8	$17M	+9%	101k	167.19	View chart
Vanguard Total Bond ETF Total Bnd Mrkt (BND)	0.8	$17M	+11%	224k	75.11	View chart
Southern Company (SO)	0.8	$17M	+8%	186k	90.18	View chart
Schwab US Large Cap ETF Us Lrg Cap Etf (SCHX)	0.8	$16M	-2%	236k	67.85	View chart
Amazon (AMZN)	0.8	$16M	+14%	85k	186.33	View chart
Wal-Mart Stores (WMT)	0.8	$16M	+9%	195k	80.75	View chart
Abbvie (ABBV)	0.8	$16M	+11%	79k	197.48	View chart
SCH US DIV Equity ETF Us Dividend Eq (SCHD)	0.8	$15M	+2%	180k	84.53	View chart
Visa Inc CL A Com Cl A (V)	0.7	$14M		50k	274.95	View chart
Vulcan Materials Company (VMC)	0.7	$14M		54k	250.43	View chart
Lockheed Martin Corporation (LMT)	0.7	$13M		23k	584.55	View chart
Invesco S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP)	0.6	$13M	+2%	73k	179.16	View chart
UnitedHealth (UNH)	0.6	$13M	-3%	22k	584.68	View chart
Oneok (OKE)	0.6	$13M	+3%	141k	91.13	View chart
Vanguard Total US Stock Mkt ETF Total Stk Mkt (VTI)	0.6	$13M	+2%	45k	284.03	View chart
Vanguard DIV Appreciation ETF Div App Etf (VIG)	0.6	$12M		61k	198.89	View chart
McDonald's Corporation (MCD)	0.6	$12M	+9%	40k	304.51	View chart
Berkshire Hathaway B Cl B New (BRK.B)	0.6	$12M	+7%	26k	460.26	View chart
Schwab US Mid Cap ETF Us Mid-cap Etf (SCHM)	0.6	$12M	-3%	141k	83.09	View chart
AFLAC Incorporated (AFL)	0.6	$11M	+5%	99k	111.80	View chart
Schwab US Broad Mkt ETF Us Brd Mkt Etf (SCHB)	0.5	$11M		165k	66.52	View chart
Vanguard Short Term Bond ETF Short Trm Bond (BSV)	0.5	$11M	+5%	139k	78.69	View chart
iShares TR Barclys MBS BD Mbs Etf (MBB)	0.5	$11M		113k	95.81	View chart
Vanguard Mid Cap Value ETF Mcap Vl Idxvip (VOE)	0.5	$10M		61k	167.67	View chart
Goldman SCHS JST US LRG CP Eq ETF IV Just Us Lrg Cp (JUST)	0.5	$10M	-3%	122k	81.92	View chart
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)	0.5	$9.9M		17k	576.81	View chart
Vanguard Information Technology ETF Inf Tech Etf (VGT)	0.5	$9.9M		17k	587.44	View chart
iShares Gold Trust Ishares New (IAU)	0.5	$9.8M	+3%	197k	49.70	View chart
Vanguard Intl Divdend Intl Dvd Etf (VIGI)	0.5	$9.5M		107k	88.28	View chart
SCH US Agg BND ETF Us Aggregate B (SCHZ)	0.5	$9.4M	-2%	197k	47.52	View chart
Invesco QQQ Trust Unit Ser 1 (QQQ)	0.5	$9.3M	+18%	19k	488.74	View chart
Vanguard Total World Stock ETF Tt Wrld St Etf (VT)	0.5	$9.3M		78k	119.70	View chart
Procter & Gamble Company (PG)	0.5	$9.3M	+5%	54k	173.20	View chart
Global Payments (GPN)	0.4	$8.7M		85k	102.42	View chart
Chevron Corporation (CVX)	0.4	$8.4M	-5%	57k	147.27	View chart
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	0.4	$8.4M	+2%	175k	47.85	View chart
iShares Ibond Dec 2025 Muni ETF Ibonds Dec 25 (IBMN)	0.4	$8.4M	+2%	314k	26.66	View chart
Adobe Systems Incorporated (ADBE)	0.4	$8.2M		16k	517.78	View chart
iShares iBonds 2025 Corp ETF Ibonds Dec25 Etf (IBDQ)	0.4	$8.1M	+8%	323k	25.10	View chart
Vanguard Short Term Corporate ETF Shrt Trm Corp Bd (VCSH)	0.4	$8.0M	+7%	101k	79.42	View chart
iShares 0 To 3 MNTH Treasury BND ETF 0-3 Mnth Treasry (SGOV)	0.4	$8.0M	+3%	79k	100.72	View chart
Phillips 66 (PSX)	0.4	$7.9M	+4%	60k	131.45	View chart
Servisfirst Bancshares (SFBS)	0.4	$7.8M	-5%	96k	80.45	View chart
Exxon Mobil Corporation (XOM)	0.4	$7.6M	+10%	65k	117.22	View chart
Honeywell International (HON)	0.4	$7.5M		37k	206.71	View chart
Globe Life (GL)	0.4	$7.5M		71k	105.91	View chart
Merck & Co (MRK)	0.4	$7.1M	-2%	62k	114.34	View chart
iShares iBonds 2024 Corp ETF Ibonds Dec24 Etf (IBDP)	0.4	$7.1M	-25%	282k	25.21	View chart
Waste Management (WM)	0.3	$6.8M		33k	207.60	View chart
Schwab Fundamental US Large Co ETF Schwab Fdt Us Lg (FNDX)	0.3	$6.7M	+7%	93k	71.76	View chart
Mastercard Cl A (MA)	0.3	$6.5M		13k	493.80	View chart
Johnson & Johnson (JNJ)	0.3	$6.4M	+3%	40k	162.06	View chart
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS)	0.3	$6.4M		99k	64.74	View chart
Texas Instruments Incorporated (TXN)	0.3	$6.2M		30k	206.57	View chart
Brown & Brown (BRO)	0.3	$6.2M		60k	103.60	View chart
SPDR S&P Midcap 400 ETF Utser1 S&pdcrp (MDY)	0.3	$6.1M	+4%	11k	571.30	View chart
Ishars Edg MSCI USA QLTY FCTR ETF Msci Usa Qlt Fct (QUAL)	0.3	$6.1M	+4%	34k	179.30	View chart
iShares TR MSCI Acwi Indx Msci Acwi Etf (ACWI)	0.3	$6.0M		50k	119.55	View chart
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)	0.3	$5.9M	+17%	58k	101.32	View chart
Alphabet Inc Class A Cap STK Cap Stk Cl A (GOOGL)	0.3	$5.8M	+2%	35k	165.85	View chart
iShares Ibond Dec 2024 Muni ETF Ibonds Dec (IBMM)	0.3	$5.8M	-3%	222k	26.10	View chart
Amgen (AMGN)	0.3	$5.7M	+42%	18k	322.22	View chart
Vanguard Mid Growth ETF Mcap Gr Idxvip (VOT)	0.3	$5.6M		23k	243.47	View chart
Oracle Corporation (ORCL)	0.3	$5.6M	+29%	33k	170.40	View chart
iShares 1-3 Year Treasury Bond ETF 1-3 Yr Tr Bd Etf (SHY)	0.3	$5.6M	-3%	67k	83.15	View chart
Caterpillar (CAT)	0.3	$5.5M	+18%	14k	391.13	View chart
Coca-Cola Company (KO)	0.3	$5.4M	+9%	75k	72.35	View chart
Eli Lilly & Co. (LLY)	0.3	$5.4M	+2%	6.1k	885.95	View chart
Doubleline Commercial RL Est ETF Commercial Real (DCRE)	0.3	$5.3M	+41%	103k	51.98	View chart
iShares Ibond Dec 2026 Muni ETF Ibonds Dec 26 (IBMO)	0.3	$5.3M	+5%	207k	25.66	View chart
Lowe's Companies (LOW)	0.3	$5.3M		20k	270.85	View chart
Regions Financial Corporation (RF)	0.3	$5.3M	+5%	223k	23.58	View chart
PIMCO Exch Traded Fund Enhan Shrt Ma Ac (MINT)	0.3	$5.2M	-3%	52k	100.69	View chart
Meta Platforms Cl A (META)	0.3	$5.2M	+7%	9.0k	572.44	View chart
iShares Ibonds 2025 Treasury ETF Ibonds 25 Trm Ts (IBTF)	0.3	$5.1M	+36%	217k	23.42	View chart
iShares Core S&P Small-Cap ETF Core S&p Scp Etf (IJR)	0.3	$5.1M		43k	116.96	View chart
Cme (CME)	0.2	$5.0M		23k	220.65	View chart
Duke Energy Corp Com New (DUK)	0.2	$4.8M		41k	115.30	View chart
Pepsi (PEP)	0.2	$4.7M	+46%	28k	170.05	View chart
Intercontinental Exchange (ICE)	0.2	$4.7M		29k	160.64	View chart
Emerson Electric (EMR)	0.2	$4.6M		42k	109.37	View chart
Cisco Systems (CSCO)	0.2	$4.4M	+29%	84k	53.22	View chart
Automatic Data Processing (ADP)	0.2	$4.4M		16k	278.13	View chart
Steel Dynamics (STLD)	0.2	$4.4M		35k	126.54	View chart
Vanguard Growth Growth Etf (VUG)	0.2	$4.3M		11k	383.94	View chart
Colgate-Palmolive Company (CL)	0.2	$4.2M		41k	103.81	View chart
Abbott Laboratories (ABT)	0.2	$4.2M		36k	114.01	View chart
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)	0.2	$4.1M	-3%	11k	375.38	View chart
Waters Corporation (WAT)	0.2	$4.1M		12k	359.89	View chart
Trane Technologies SHS (TT)	0.2	$4.1M		11k	388.73	View chart
International Business Machines (IBM)	0.2	$4.1M	+32%	19k	221.08	View chart
Disney Walt Com Disney (DIS)	0.2	$4.0M		42k	96.19	View chart
Thermo Fisher Scientific (TMO)	0.2	$4.0M		6.4k	618.96	View chart
Freeport- Mcmoran CL B (FCX)	0.2	$4.0M		79k	49.92	View chart
Qualcomm (QCOM)	0.2	$4.0M	+17%	23k	170.05	View chart
Synovus Financial CP Com New (SNV)	0.2	$3.9M		88k	44.85	View chart
Bio-techne Corporation (TECH)	0.2	$3.9M		49k	79.93	View chart
iShares iBonds 2026 Corp ETF Ibonds Dec2026 (IBDR)	0.2	$3.9M	+20%	161k	24.30	View chart
Marathon Petroleum Corp (MPC)	0.2	$3.8M		24k	162.91	View chart
Janus Henderson Aaa CLO ETF Hendrson Aaa Cl (JAAA)	0.2	$3.8M	NEW	75k	50.88	View chart
iShares Core MSCI Core Msci Emkt (IEMG)	0.2	$3.8M	+7%	67k	57.41	View chart
iShares Ibonds 2024 Treasury ETF Ibonds 24 Trm Ts (IBTE)	0.2	$3.8M	-19%	157k	24.00	View chart
Accenture PLC CL A F Shs Class A (ACN)	0.2	$3.7M	-4%	11k	353.48	View chart
iShares Ibonds 2026 Treasury ETF Ibonds 26 Trm Ts (IBTG)	0.2	$3.7M	+51%	161k	23.07	View chart
Schwab US Large Cap Value Us Lcap Va Etf (SCHV)	0.2	$3.6M		45k	80.37	View chart
Wheaton Precious Metals Corp (WPM)	0.2	$3.6M		59k	61.08	View chart
Quanta Services (PWR)	0.2	$3.6M	+10%	12k	298.15	View chart
Deere & Company (DE)	0.2	$3.5M	-9%	8.4k	418.80	View chart
Eaton Corp PLC F SHS (ETN)	0.2	$3.5M	+23%	11k	331.44	View chart
iShares Core U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)	0.2	$3.5M	+9%	34k	101.27	View chart
iShares Core MSCI Intrl DVLP MKT ETF Core Msci Intl (IDEV)	0.2	$3.4M	+3%	48k	70.83	View chart
Pacer US Cash Cows 100 ETF Us Cash Cows 100 (COWZ)	0.2	$3.4M	+9%	59k	58.08	View chart
Schwab US Large Cap Growth Us Lcap Gr Etf (SCHG)	0.2	$3.4M	+22%	33k	104.18	View chart
iShares TR Barclys 7-10 YR 7-10 Yr Trsy Bd (IEF)	0.2	$3.3M	-11%	33k	98.12	View chart
Ares Management Corp Class A Cl A Com Stk (ARES)	0.2	$3.3M		21k	155.84	View chart
Vanguard Value Value Etf (VTV)	0.2	$3.2M	+22%	19k	174.57	View chart
Anthem (ELV)	0.2	$3.2M	+3%	6.2k	520.00	View chart
Cheniere Energy Com New (LNG)	0.2	$3.2M	+6%	18k	179.84	View chart
Columbia Em Core Ex-China ETF Em Core Ex Etf (XCEM)	0.2	$3.1M		95k	32.67	View chart
Goldman Sachs Trsryaccs 1 YR ETF Treasuryaccess (GBIL)	0.2	$3.1M		31k	100.29	View chart
Vanguard Extended MKT. ETF Extend Mkt Etf (VXF)	0.2	$3.1M	-2%	17k	182.47	View chart
Illinois Tool Works (ITW)	0.2	$3.1M		12k	263.57	View chart
Danaher Corporation (DHR)	0.2	$3.0M	+10%	11k	278.29	View chart
Nike Inc Class B CL B (NKE)	0.2	$3.0M	-13%	34k	88.78	View chart
Te Connectivity PLC Ord Ord Sh	0.2	$3.0M	NEW	20k	150.99	View chart
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)	0.1	$3.0M		38k	78.05	View chart
iShares iBonds 2027 Corp ETF Ibonds 27 Etf (IBDS)	0.1	$3.0M	+35%	122k	24.37	View chart
Broadcom (AVGO)	0.1	$2.9M	+966%	17k	172.50	View chart
SCHW US Scap ETF Us Sml Cap Etf (SCHA)	0.1	$2.9M	-10%	56k	51.50	View chart
Wec Energy Group (WEC)	0.1	$2.9M		30k	96.18	View chart
Booking Holdings (BKNG)	0.1	$2.8M		672.00	4212.12	View chart
Sprott Physical Gold Trust Unit (PHYS)	0.1	$2.8M		138k	20.38	View chart
Aberdeen Standard Investments Etfs Bloomberg All Comdty STRGY K1 Free ETF Bbrg All Comd K1 (BCI)	0.1	$2.8M	+14%	135k	20.44	View chart
SCHW Emg MKT Eq ETF Emrg Mkteq Etf (SCHE)	0.1	$2.7M	-6%	94k	29.18	View chart
iShares TR Russell 2000 Russell 2000 Etf (IWM)	0.1	$2.7M		12k	220.89	View chart
Vanguard US Value Factor ETF Us Value Factr (VFVA)	0.1	$2.6M	+314%	22k	120.54	View chart
Becton, Dickinson and (BDX)	0.1	$2.6M		11k	241.10	View chart
GE Healthcare Technologi Common Stock (GEHC)	0.1	$2.6M	+3%	27k	93.85	View chart
General Dynamics Corporation (GD)	0.1	$2.6M		8.5k	302.21	View chart
Cameco Corporation (CCJ)	0.1	$2.6M		54k	47.76	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$2.6M	+16%	5.5k	465.08	View chart
Invesco S&P 500 Top 50 ETF S&p 500 Top 50 (XLG)	0.1	$2.5M	+101%	54k	47.53	View chart
Vanguard Small Value ETF Sm Cp Val Etf (VBR)	0.1	$2.5M		13k	200.78	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$2.5M		8.9k	281.37	View chart
Old Republic International Corporation (ORI)	0.1	$2.4M		69k	35.42	View chart
Aptus Defined Risk ETF Aptus Defined (DRSK)	0.1	$2.4M		86k	28.30	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.4M		3.8k	631.82	View chart
Blackstone Gso Flting Rte Fu (BSL)	0.1	$2.4M	+8%	171k	14.12	View chart
Tesla Motors (TSLA)	0.1	$2.4M		9.0k	261.63	View chart
Morgan Stanley Com New (MS)	0.1	$2.3M		22k	104.24	View chart
Vanguard FTSE All World ex US ETF Allwrld Ex Us (VEU)	0.1	$2.3M	-4%	37k	63.00	View chart
Vanguard REIT Index ETF Reit Etf (VNQ)	0.1	$2.3M	+22%	23k	98.22	View chart
Union Pacific Corporation (UNP)	0.1	$2.3M		9.2k	246.47	View chart
Franklin FTSE Japan ETF Ftse Japan Etf (FLJP)	0.1	$2.3M	+31%	74k	30.42	View chart
Verizon Communications (VZ)	0.1	$2.3M	+31%	50k	44.91	View chart
Celsius HLDGS Com New (CELH)	0.1	$2.2M	-26%	70k	31.36	View chart
Ishs MSCI Intl Quality Fact ETF Msci Intl Qualty (IQLT)	0.1	$2.2M	+32%	53k	41.49	View chart
Blackstone Secd Lending Common Stoc (BXSL)	0.1	$2.2M	+4%	73k	30.06	View chart
Martin Marietta Materials (MLM)	0.1	$2.2M		4.0k	538.25	View chart
Vanguard High Dividend Yield High Div Yld (VYM)	0.1	$2.1M	-4%	16k	128.20	View chart
Franklin FTSE South Korea ETF Ftse South Korea (FLKR)	0.1	$2.1M	+21%	99k	21.20	View chart
PIMCO Dynamic Income Opp Com Ben Shs (PDO)	0.1	$2.1M	+29%	147k	14.24	View chart
Invesco Bulletshares 2026 Corporate Bond ETF Bulshs 2026 Cb (BSCQ)	0.1	$2.1M	-6%	107k	19.56	View chart
iShares Ibonds 2027 Treasury ETF Ibonds 27 Trm Ts (IBTH)	0.1	$2.1M	+90%	92k	22.64	View chart
Broadridge Financial Solutions (BR)	0.1	$2.1M		9.5k	215.91	View chart
NVR (NVR)	0.1	$2.0M		208.00	9811.80	View chart
Invesco Bulletshares 2025 Corporate Bond ETF Bulshs 2025 Cb (BSCP)	0.1	$2.0M	-11%	98k	20.65	View chart
Linde SHS (LIN)	0.1	$2.0M		4.2k	476.87	View chart
Enterprise Products Partners (EPD)	0.1	$2.0M	+5%	69k	29.11	View chart
iShares Total Usd Bond Market ETF Core Total Usd (IUSB)	0.1	$2.0M	+8%	42k	47.12	View chart
iShares iBonds 2028 Corp ETF Ibds Dec28 Etf (IBDT)	0.1	$1.9M	+36%	76k	25.53	View chart
Palantir Technologies In Class A Cl A (PLTR)	0.1	$1.9M	+36%	52k	37.20	View chart
L3harris Technologies (LHX)	0.1	$1.9M		8.1k	237.87	View chart
iShares Silver Trust Ishares (SLV)	0.1	$1.9M	+2%	68k	28.41	View chart
Waste Connections (WCN)	0.1	$1.9M	+2%	11k	178.82	View chart
A S M L Holding NV New F N Y Registry Shs (ASML)	0.1	$1.9M	+9%	2.3k	833.25	View chart
iShares Russell Top 200 Growth ETF Rus Tp200 Gr Etf (IWY)	0.1	$1.9M	+31%	8.7k	220.05	View chart
Nasdaq Omx (NDAQ)	0.1	$1.9M		26k	73.01	View chart
Costco Wholesale Corporation (COST)	0.1	$1.9M		2.1k	886.53	View chart
Bristol Myers Squibb (BMY)	0.1	$1.9M	+62%	36k	51.74	View chart
Skyworks Solutions (SWKS)	0.1	$1.9M	-2%	19k	98.77	View chart
Hershey Company (HSY)	0.1	$1.9M		9.7k	191.78	View chart
Brookfield Corp F Class A Cl A Ltd Vt Sh (BN)	0.1	$1.9M	+373%	35k	53.15	View chart
Global X MLP & Energy Infrastructure ETF Glb X Mlp Enrg I (MLPX)	0.1	$1.9M	+2%	34k	54.43	View chart
iShares Russell Top 200 ETF Rus Top 200 Etf (IWL)	0.1	$1.9M		13k	140.44	View chart
Invesco Bulletshares 2027 Corporate Bond ETF Bulshs 2027 Cb (BSCR)	0.1	$1.8M		93k	19.72	View chart
iShares Floating Rate Bond ETF Fltg Rate Bd Etf (FLOT)	0.1	$1.8M	-8%	36k	51.04	View chart
SPDR Russell 1000 Yield Focus ETF Russell Yield (ONEY)	0.1	$1.8M	+3%	16k	112.16	View chart
Vanguard Consumer Discretionary ETF Consum Dis Etf (VCR)	0.1	$1.8M	-2%	5.3k	341.30	View chart
Shell Spon Ads (SHEL)	0.1	$1.8M		27k	65.95	View chart
W.R. Berkley Corporation (WRB)	0.1	$1.8M	+51%	31k	56.73	View chart
Packaging Corporation of America (PKG)	0.1	$1.8M		8.2k	216.65	View chart
Franklin US MD CP Multifct Index ETF Us Mid Cp Mltfct (FLQM)	0.1	$1.7M	+9%	31k	55.70	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.7M		3.5k	491.27	View chart
iShares Interntinl Aggrgt BND ETF Core Intl Aggr (IAGG)	0.1	$1.7M	+5%	33k	51.82	View chart
Schwab Funda Emg MKTS Large Com ETF Schwb Fdt Emk Lg (FNDE)	0.1	$1.7M	+17%	53k	32.27	View chart
Pfizer (PFE)	0.1	$1.7M	-3%	59k	28.94	View chart
Pacer Lunt LRG Cap Multi Factr ETF Lunt Lrgcp Multi (PALC)	0.1	$1.7M	+16%	34k	49.64	View chart
Digital Realty Trust (DLR)	0.1	$1.7M	+101%	11k	161.83	View chart
Vanguard Short Term Government ETF Shtrm Gvt Bd Etf (VGSH)	0.1	$1.6M	+4%	28k	59.02	View chart
Clorox Company (CLX)	0.1	$1.6M		9.9k	162.90	View chart
General Electric Com New (GE)	0.1	$1.6M	+70%	8.5k	188.85	View chart
Lam Research Corporation (LRCX)	0.1	$1.6M	+14%	2.0k	818.09	View chart
Vanguard Corp Bond ETF Int-term Corp (VCIT)	0.1	$1.6M	+174%	19k	83.75	View chart
General Mills (GIS)	0.1	$1.6M	-2%	21k	73.85	View chart
Fastenal Company (FAST)	0.1	$1.6M		22k	71.42	View chart
Constellation Energy (CEG)	0.1	$1.6M	NEW	6.0k	260.02	View chart
Uber Technologies (UBER)	0.1	$1.6M	+42%	21k	75.16	View chart
American Express Company (AXP)	0.1	$1.5M	+12%	5.6k	271.21	View chart
Kimberly-Clark Corporation (KMB)	0.1	$1.5M	+143%	11k	143.48	View chart
Chemed Corp Com Stk (CHE)	0.1	$1.5M		2.5k	600.97	View chart
Sherwin-Williams Company (SHW)	0.1	$1.5M	-18%	3.9k	381.68	View chart
Vanguard Intrmdiat TRM TRSRY ETF Inter Term Treas (VGIT)	0.1	$1.5M	-26%	25k	60.42	View chart
iShares Ibond Dec 2027 Muni ETF Ibonds Dec 27 (IBMP)	0.1	$1.5M	+115%	58k	25.45	View chart
Gra (GGG)	0.1	$1.5M		17k	87.51	View chart
RPM International (RPM)	0.1	$1.4M		12k	121.00	View chart
Invesco S&P 500 Quality ETF S&p500 Quality (SPHQ)	0.1	$1.4M	+83%	21k	67.27	View chart
iShares Core Dividend Growth ETF Core Div Grwth (DGRO)	0.1	$1.4M		23k	62.69	View chart
Vanguard Small Growth ETF Sml Cp Grw Etf (VBK)	0.1	$1.4M	+10%	5.4k	267.35	View chart
Norfolk Southern (NSC)	0.1	$1.4M		5.8k	248.50	View chart
Vanguard Mortgage Backed Mortg-back Sec (VMBS)	0.1	$1.4M	+26%	30k	47.21	View chart
Consolidated Edison (ED)	0.1	$1.4M		14k	104.13	View chart
iShares Broad Usd Invt Grade Corporate Bond ETF Usd Inv Grde Etf (USIG)	0.1	$1.4M	NEW	27k	52.58	View chart
Advanced Micro Devices (AMD)	0.1	$1.4M	+54%	8.6k	164.08	View chart
Paypal Holdings (PYPL)	0.1	$1.4M	+63%	18k	78.03	View chart
Air Products & Chemicals (APD)	0.1	$1.4M		4.7k	297.75	View chart
Brookfield Wealth Solu F Cl A Exchangea	0.1	$1.4M	NEW	26k	53.16	View chart
Weyerhaeuser Company (WY)	0.1	$1.4M		41k	33.86	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 Q3 filed Nov. 1, 2024
Leavell Investment Management 2024 Q2 filed July 17, 2024
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

View all past filings

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