LVM CAPITAL MANAGEMENT LTD/MI Diversified Active

Location: Portage, MI

CIK: 0001053054 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 22, 2013

Total Value: $251M (100.0% shares, 0.0% debt)

Holdings (120)

TORTOISE ENERGY INFRASTRUCTURE 4.7%
Value $11.76M Shares 252,970 Est. Cost $46.50 Unrealized
T AT&T 4.1%
Value $10.32M Shares 291,553 Est. Cost $11.40 Unrealized 0.0%
XOM EXXON MOBIL 4.1%
Value $10.27M Shares 113,680 Est. Cost $53.69 Unrealized 0.0%
CSCO CISCO SYSTEMS 4.0%
Value $9.982M Shares 410,185 Est. Cost $15.24 Unrealized 0.0%
AAPL APPLE 3.6%
Value $9.032M Shares 22,777 Est. Cost $13.16 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 3.3%
Value $8.287M Shares 96,519 Est. Cost $59.66 Unrealized 0.0%
BCE BCE 3.3%
Value $8.236M Shares 200,775 Est. Cost $22.29 Unrealized 0.0%
MSFT MICROSOFT 3.1%
Value $7.821M Shares 226,396 Est. Cost $26.70 Unrealized 0.0%
DEM WISDOMTREE EMERGING MARKETS EQ 3.1%
Value $7.735M Shares 160,054 Est. Cost $48.33 Unrealized
NUS NU SKIN ENTERPRISES 3.1%
Value $7.734M Shares 126,545 Est. Cost $37.42 Unrealized 0.0%
WU WESTERN UNION 3.0%
Value $7.445M Shares 435,150 Est. Cost $17.11 Unrealized
INTC INTEL 2.8%
Value $6.944M Shares 286,576 Est. Cost $17.18 Unrealized 0.0%
NEM NEWMONT MINING 2.7%
Value $6.658M Shares 222,290 Est. Cost $25.34 Unrealized 0.0%
MPT MEDICAL PROPERTIES TRUST 2.6%
Value $6.605M Shares 461,265 Est. Cost $14.32 Unrealized
DGS WISDOMTREE EMERGING MRKTS SMAL 2.6%
Value $6.507M Shares 141,340 Est. Cost $46.04 Unrealized
TAP MOLSON COORS BREWING 2.6%
Value $6.46M Shares 134,980 Est. Cost $37.25 Unrealized 0.0%
TD TORONTO-DOMINION BANK 2.4%
Value $6.084M Shares 75,695 Est. Cost $40.27 Unrealized 0.0%
PM PHILIP MORRIS 2.4%
Value $5.978M Shares 69,015 Est. Cost $49.85 Unrealized 0.0%
TOTAL SA-SP ADR 2.2%
Value $5.595M Shares 114,890 Est. Cost $48.70 Unrealized
ABBV ABBVIE 2.2%
Value $5.573M Shares 134,820 Est. Cost $26.55 Unrealized 0.0%
WMT WAL-MART STORES 2.2%
Value $5.557M Shares 74,600 Est. Cost $19.98 Unrealized 0.0%
CVX CHEVRON 2.1%
Value $5.375M Shares 45,417 Est. Cost $71.30 Unrealized 0.0%
APACHE 1.8%
Value $4.586M Shares 54,710 Est. Cost $83.82 Unrealized
DUPONT FABROS TECHNOLOGY 1.8%
Value $4.52M Shares 187,175 Est. Cost $24.15 Unrealized
ENSCO PLC 1.7%
Value $4.318M Shares 74,300 Est. Cost $58.12 Unrealized
KELLOGG 1.7%
Value $4.271M Shares 66,500 Est. Cost $38.95 Unrealized 0.0%
LORILLARD 1.7%
Value $4.245M Shares 97,190 Est. Cost $43.68 Unrealized
LLY ELI LILLY 1.5%
Value $3.719M Shares 75,714 Est. Cost $42.21 Unrealized 0.0%
IDA IDACORP 1.3%
Value $3.15M Shares 65,960 Est. Cost $48.08 Unrealized 0.0%
ABT ABBOTT LABS 1.0%
Value $2.512M Shares 72,023 Est. Cost $28.85 Unrealized 0.0%
MO ALTRIA GROUP 1.0%
Value $2.451M Shares 70,060 Est. Cost $16.28 Unrealized 0.0%
SYK STRYKER 0.9%
Value $2.374M Shares 36,709 Est. Cost $56.92 Unrealized 0.0%
MMM 3M 0.9%
Value $2.359M Shares 21,573 Est. Cost $61.26 Unrealized 0.0%
DHS WISDOMTREE EQUITY INCOME FUND 0.9%
Value $2.255M Shares 43,623 Est. Cost $51.69 Unrealized
PFE PFIZER 0.9%
Value $2.149M Shares 76,718 Est. Cost $16.46 Unrealized 0.0%
UVV UNIVERSAL 0.8%
Value $1.999M Shares 34,550 Est. Cost $58.13 Unrealized 0.0%
SHIP FINANCE 0.7%
Value $1.725M Shares 116,221 Est. Cost $14.84 Unrealized
PG PROCTER & GAMBLE 0.7%
Value $1.666M Shares 21,646 Est. Cost $55.00 Unrealized 0.0%
PEP PEPSICO 0.6%
Value $1.461M Shares 17,861 Est. Cost $56.00 Unrealized 0.0%
AGL RESOURCES 0.5%
Value $1.36M Shares 31,725 Est. Cost $42.87 Unrealized
SDY SPDR S&P DIVIDEND 0.5%
Value $1.273M Shares 19,195 Est. Cost $66.32 Unrealized
PLUM CREEK TIMBER 0.5%
Value $1.229M Shares 26,325 Est. Cost $46.69 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.5%
Value $1.184M Shares 26,494 Est. Cost $28.67 Unrealized 0.0%
SYY SYSCO 0.5%
Value $1.158M Shares 33,900 Est. Cost $24.40 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHINE 0.5%
Value $1.153M Shares 6,033 Est. Cost $118.94 Unrealized 0.0%
DEO DIAGEO PLC-SP ADR 0.4%
Value $1.06M Shares 9,225 Est. Cost $114.91 Unrealized
KO COCA-COLA 0.4%
Value $955K Shares 23,819 Est. Cost $27.85 Unrealized 0.0%
MRK MERCK 0.3%
Value $818K Shares 17,613 Est. Cost $30.02 Unrealized 0.0%
DUK DUKE ENERGY 0.3%
Value $779K Shares 11,541 Est. Cost $41.83 Unrealized 0.0%
FE FIRSTENERGY 0.3%
Value $679K Shares 18,175 Est. Cost $24.57 Unrealized 0.0%
GENERAL ELECTRIC 0.3%
Value $663K Shares 28,577 Est. Cost $23.20 Unrealized
NEE NEXTERA ENERGY 0.3%
Value $652K Shares 8,000 Est. Cost $14.15 Unrealized 0.0%
COP CONOCOPHILLIPS 0.3%
Value $650K Shares 10,750 Est. Cost $39.96 Unrealized 0.0%
CVS CVS CAREMARK 0.3%
Value $636K Shares 11,116 Est. Cost $41.44 Unrealized 0.0%
APD AIR PRODUCTS & CHEMICALS 0.2%
Value $581K Shares 6,350 Est. Cost $61.55 Unrealized 0.0%
COVIDIEN PLC 0.2%
Value $580K Shares 9,226 Est. Cost $62.87 Unrealized
SPECTRA ENERGY 0.2%
Value $579K Shares 16,793 Est. Cost $34.48 Unrealized
LANDAUER 0.2%
Value $565K Shares 11,700 Est. Cost $48.29 Unrealized
GLD SPDR GOLD TRUST 0.2%
Value $540K Shares 4,530 Est. Cost $119.21 Unrealized
NOC NORTHROP GRUMMAN 0.2%
Value $527K Shares 6,370 Est. Cost $62.64 Unrealized 0.0%
UNH UNITEDHEALTH GROUP 0.2%
Value $500K Shares 7,634 Est. Cost $50.75 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value $489K Shares 4,365 Est. Cost $110.02 Unrealized 0.0%
AMAT APPLIED MATERIALS 0.2%
Value $474K Shares 31,800 Est. Cost $12.22 Unrealized 0.0%
AZN ASTRAZENECA PLC-ADR 0.2%
Value $473K Shares 10,000 Est. Cost $47.30 Unrealized
TRV THE TRAVELERS GROUP COMPANIES 0.2%
Value $472K Shares 5,900 Est. Cost $63.44 Unrealized 0.0%
YUM YUM! BRANDS 0.2%
Value $472K Shares 6,800 Est. Cost $38.97 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MARKETS 0.2%
Value $448K Shares 11,647 Est. Cost $38.46 Unrealized
JPM JPMORGAN CHASE 0.2%
Value $446K Shares 8,449 Est. Cost $36.24 Unrealized 0.0%
GIS GENERAL MILLS 0.2%
Value $439K Shares 9,048 Est. Cost $31.98 Unrealized 0.0%
XLK AMEX TECHNOLOGY SELECT SECTOR 0.2%
Value $429K Shares 14,013 Est. Cost $30.61 Unrealized
USB US BANCORP 0.2%
Value $429K Shares 11,860 Est. Cost $22.41 Unrealized 0.0%
IGE ISHARES S&P NORTH AMERICAN NAT 0.2%
Value $423K Shares 11,064 Est. Cost $38.23 Unrealized
CNI CANADIAN NATIONAL RAILWAY 0.2%
Value $413K Shares 4,247 Est. Cost $39.40 Unrealized 0.0%
BFH ALLIANCE DATA SYSTEMS 0.2%
Value $398K Shares 2,200 Est. Cost $118.19 Unrealized 0.0%
WFC WELLS FARGO 0.2%
Value $386K Shares 9,348 Est. Cost $27.36 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 0.1%
Value $375K Shares 7,449 Est. Cost $27.04 Unrealized 0.0%
MCD MCDONALDS 0.1%
Value $370K Shares 3,739 Est. Cost $71.80 Unrealized 0.0%
CASY CASEYS GENERAL STORES 0.1%
Value $362K Shares 6,025 Est. Cost $53.46 Unrealized 0.0%
NORTHEAST UTILITIES 0.1%
Value $357K Shares 8,486 Est. Cost $42.07 Unrealized
EMR EMERSON ELECTRIC 0.1%
Value $357K Shares 6,550 Est. Cost $40.02 Unrealized 0.0%
ACN ACCENTURE PLC-CL A 0.1%
Value $338K Shares 4,700 Est. Cost $63.81 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value $331K Shares 4,800 Est. Cost $45.09 Unrealized 0.0%
VFC VF 0.1%
Value $328K Shares 1,700 Est. Cost $42.45 Unrealized 0.0%
VGT VANGUARD INFORMATION TECHNOLOG 0.1%
Value $327K Shares 4,425 Est. Cost $73.90 Unrealized
PCAR PACCAR 0.1%
Value $325K Shares 6,062 Est. Cost $21.67 Unrealized 0.0%
VODAFONE GROUP PLC-SP ADR 0.1%
Value $311K Shares 10,817 Est. Cost $28.75 Unrealized
IWD ISHARES RUSSELL 1000 VALUE IND 0.1%
Value $311K Shares 3,717 Est. Cost $83.67 Unrealized
MARKET VECTORS PHARMACEUTICAL 0.1%
Value $307K Shares 6,745 Est. Cost $45.52 Unrealized
GOOGLE 0.1%
Value $304K Shares 345 Est. Cost $881.16 Unrealized
GLAXOSMITHKLINE PLC-ADR 0.1%
Value $298K Shares 5,960 Est. Cost $50.00 Unrealized
SRE SEMPRA ENERGY 0.1%
Value $296K Shares 3,625 Est. Cost $27.60 Unrealized 0.0%
ORCL ORACLE 0.1%
Value $288K Shares 9,375 Est. Cost $27.58 Unrealized 0.0%
UPS UNITED PARCEL SERVICE CL B 0.1%
Value $280K Shares 3,240 Est. Cost $55.38 Unrealized 0.0%
ITW ILLINOIS TOOL WORKS 0.1%
Value $277K Shares 4,000 Est. Cost $49.85 Unrealized 0.0%
XEL XCEL ENERGY 0.1%
Value $257K Shares 9,066 Est. Cost $19.78 Unrealized 0.0%
TJX TJX 0.1%
Value $251K Shares 5,016 Est. Cost $20.82 Unrealized 0.0%
HARRIS 0.1%
Value $250K Shares 5,075 Est. Cost $49.26 Unrealized
UNITED TECHNOLOGIES 0.1%
Value $246K Shares 2,650 Est. Cost $92.83 Unrealized
QCOM QUALCOMM 0.1%
Value $241K Shares 3,951 Est. Cost $45.06 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC 0.1%
Value $241K Shares 2,850 Est. Cost $79.76 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR F 0.1%
Value $238K Shares 6,335 Est. Cost $37.57 Unrealized
PSX PHILLIPS 66 0.1%
Value $237K Shares 4,025 Est. Cost $40.44 Unrealized 0.0%
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value $235K Shares 4,930 Est. Cost $47.67 Unrealized
EMC 0.1%
Value $229K Shares 9,700 Est. Cost $23.61 Unrealized
MARKET VECTORS GOLD MINERS 0.1%
Value $227K Shares 9,250 Est. Cost $24.54 Unrealized
CL COLGATE PALMOLIVE 0.1%
Value $223K Shares 3,900 Est. Cost $44.38 Unrealized 0.0%
ROYAL DUTCH SHELL PLC-ADR 0.1%
Value $223K Shares 3,500 Est. Cost $63.71 Unrealized
IJS ISHARES S&P SMALLCAP 600 VALUE 0.1%
Value $221K Shares 2,370 Est. Cost $93.25 Unrealized
AXP AMERICAN EXPRESS 0.1%
Value $213K Shares 2,850 Est. Cost $59.62 Unrealized 0.0%
AWK AMERICAN WATER WORKS 0.1%
Value $208K Shares 5,050 Est. Cost $31.82 Unrealized 0.0%
CAT CATERPILLAR 0.1%
Value $202K Shares 2,450 Est. Cost $61.55 Unrealized 0.0%
CHD CHURCH & DWIGHT CO 0.1%
Value $201K Shares 3,250 Est. Cost $26.18 Unrealized 0.0%
FIRSTBANK-ALMA MI 0.1%
Value $198K Shares 14,745 Est. Cost $13.43 Unrealized
BAC BANK OF AMERICA 0.1%
Value $169K Shares 13,159 Est. Cost $10.03 Unrealized 0.0%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value $154K Shares 15,000 Est. Cost $10.27 Unrealized
CYS INVESTMENTS 0.0%
Value $119K Shares 12,950 Est. Cost $9.19 Unrealized
NEVADA GOLD & CASINOS 0.0%
Value $82,000 Shares 86,620 Est. Cost $0.95 Unrealized
BRIGUS GOLD 0.0%
Value $5,000 Shares 10,000 Est. Cost $0.50 Unrealized
SKINNY NUTRITIONAL 0.0%
Value $0 Shares 242,900 Est. Cost Unrealized
BROWNSTONE ENERGY - CANADA 0.0%
Value $0 Shares 10,000 Est. Cost Unrealized