LVM CAPITAL MANAGEMENT LTD/MI Diversified Active

CIK: 0001053054 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 9, 2015

Total Value ($000): $300,731 (100.0% shares, 0.0% debt)

Holdings (119)

AAPL APPLE 5.9%
Value ($000) $17,864 Shares 161,841 Est. Cost $17.90 Unrealized +34.6%
DUPONT FABROS TECHNOLOGY 4.7%
Value ($000) $14,155 Shares 425,840 Est. Cost $24.54 Unrealized
T AT&T 4.2%
Value ($000) $12,500 Shares 372,145 Est. Cost $11.27 Unrealized +4.8%
TORTOISE ENERGY INFRASTRUCTURE 4.0%
Value ($000) $12,041 Shares 275,096 Est. Cost $46.55 Unrealized
CSCO CISCO SYSTEMS 4.0%
Value ($000) $11,896 Shares 427,697 Est. Cost $15.26 Unrealized +19.9%
MSFT MICROSOFT 3.7%
Value ($000) $11,231 Shares 241,792 Est. Cost $26.91 Unrealized +48.2%
SCANA CORP 3.7%
Value ($000) $11,199 Shares 185,420 Est. Cost $52.99 Unrealized
BCE BCE 3.4%
Value ($000) $10,257 Shares 223,665 Est. Cost $22.17 Unrealized +6.2%
INTC INTEL 3.3%
Value ($000) $9,977 Shares 274,913 Est. Cost $17.38 Unrealized +53.2%
XOM EXXON MOBIL 3.3%
Value ($000) $9,951 Shares 107,637 Est. Cost $53.73 Unrealized +7.9%
JNJ JOHNSON & JOHNSON 3.2%
Value ($000) $9,655 Shares 92,334 Est. Cost $59.66 Unrealized +29.6%
ABBV ABBVIE 3.2%
Value ($000) $9,577 Shares 146,349 Est. Cost $26.77 Unrealized +50.3%
MPT MEDICAL PROPERTIES TRUST 3.2%
Value ($000) $9,530 Shares 691,615 Est. Cost $13.50 Unrealized
BAX BAXTER INTERNATIONAL 3.0%
Value ($000) $8,954 Shares 122,175 Est. Cost $30.50 Unrealized +5.9%
TD TORONTO-DOMINION BANK 2.6%
Value ($000) $7,953 Shares 166,450 Est. Cost $43.05 Unrealized +12.1%
PNC PNC FINANCIAL SERVICES GROUP 2.6%
Value ($000) $7,880 Shares 86,375 Est. Cost $59.77 Unrealized +2.7%
DISCOVER FINANCIAL SERVICES 2.6%
Value ($000) $7,814 Shares 119,315 Est. Cost $58.35 Unrealized
PM PHILIP MORRIS 2.5%
Value ($000) $7,591 Shares 93,200 Est. Cost $48.37 Unrealized +1.8%
IDA IDACORP 2.2%
Value ($000) $6,676 Shares 100,860 Est. Cost $48.80 Unrealized +25.7%
TOTAL SA ADR 2.0%
Value ($000) $5,968 Shares 116,555 Est. Cost $50.20 Unrealized
MET METLIFE 1.9%
Value ($000) $5,597 Shares 103,475 Est. Cost $33.24 Unrealized -1.4%
SHIP FINANCE 1.7%
Value ($000) $5,249 Shares 371,746 Est. Cost $14.91 Unrealized
CVX CHEVRON 1.6%
Value ($000) $4,681 Shares 41,724 Est. Cost $71.28 Unrealized -1.1%
DGS WISDOMTREE EMERGING MRKTS SMAL 1.5%
Value ($000) $4,368 Shares 101,203 Est. Cost $46.14 Unrealized
KELLOGG 1.4%
Value ($000) $4,348 Shares 66,450 Est. Cost $38.95 Unrealized +4.4%
LLY ELI LILLY 1.4%
Value ($000) $4,221 Shares 61,176 Est. Cost $42.21 Unrealized +30.8%
DHS WISDOMTREE EQUITY INCOME FUND 1.2%
Value ($000) $3,711 Shares 60,262 Est. Cost $53.33 Unrealized
TRN TRINITY INDUSTRIES 1.1%
Value ($000) $3,385 Shares 120,835 Est. Cost $17.21 Unrealized 0.0%
MO ALTRIA GROUP 1.1%
Value ($000) $3,262 Shares 66,200 Est. Cost $16.33 Unrealized +45.5%
WMT WAL-MART STORES 1.1%
Value ($000) $3,195 Shares 37,200 Est. Cost $19.98 Unrealized +9.3%
SYK STRYKER 1.0%
Value ($000) $3,069 Shares 32,533 Est. Cost $56.92 Unrealized +36.8%
MMM 3M 1.0%
Value ($000) $3,058 Shares 18,609 Est. Cost $61.26 Unrealized +46.4%
ABT ABBOTT LABS 0.9%
Value ($000) $2,803 Shares 62,255 Est. Cost $28.85 Unrealized +22.4%
PFE PFIZER 0.9%
Value ($000) $2,767 Shares 88,832 Est. Cost $16.64 Unrealized +8.0%
PG PROCTER & GAMBLE 0.6%
Value ($000) $1,910 Shares 20,963 Est. Cost $55.20 Unrealized +17.0%
WU WESTERN UNION 0.6%
Value ($000) $1,793 Shares 100,100 Est. Cost $17.13 Unrealized
APACHE 0.5%
Value ($000) $1,639 Shares 26,155 Est. Cost $83.90 Unrealized
PEP PEPSICO 0.5%
Value ($000) $1,592 Shares 16,834 Est. Cost $56.00 Unrealized +22.5%
AGL RESOURCES 0.5%
Value ($000) $1,416 Shares 25,970 Est. Cost $42.87 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.5%
Value ($000) $1,395 Shares 23,637 Est. Cost $28.67 Unrealized +35.7%
SDY SPDR S&P DIVIDEND 0.5%
Value ($000) $1,391 Shares 17,655 Est. Cost $66.89 Unrealized
LORILLARD 0.4%
Value ($000) $1,322 Shares 21,000 Est. Cost $43.91 Unrealized
SYY SYSCO 0.4%
Value ($000) $1,203 Shares 30,300 Est. Cost $24.40 Unrealized +18.2%
UVV UNIVERSAL 0.4%
Value ($000) $1,179 Shares 26,800 Est. Cost $58.13 Unrealized -27.5%
GM GENERAL MOTORS 0.3%
Value ($000) $1,030 Shares 29,514 Est. Cost $28.17 Unrealized -13.0%
PLUM CREEK TIMBER 0.3%
Value ($000) $965 Shares 22,550 Est. Cost $46.69 Unrealized
NOC NORTHROP GRUMMAN 0.3%
Value ($000) $888 Shares 6,025 Est. Cost $62.64 Unrealized +82.4%
KO COCA-COLA 0.3%
Value ($000) $888 Shares 21,032 Est. Cost $27.85 Unrealized +7.9%
NEE NEXTERA ENERGY 0.3%
Value ($000) $829 Shares 7,800 Est. Cost $14.21 Unrealized +32.9%
AMAT APPLIED MATERIALS 0.3%
Value ($000) $787 Shares 31,600 Est. Cost $12.22 Unrealized +60.9%
IBM INTERNATIONAL BUSINESS MACHINE 0.2%
Value ($000) $739 Shares 4,608 Est. Cost $117.33 Unrealized -14.4%
DUK DUKE ENERGY 0.2%
Value ($000) $710 Shares 8,494 Est. Cost $41.91 Unrealized +21.6%
MRK MERCK 0.2%
Value ($000) $674 Shares 11,875 Est. Cost $30.13 Unrealized +30.6%
CVS CVS HEALTH 0.2%
Value ($000) $668 Shares 6,933 Est. Cost $41.44 Unrealized +55.5%
COP CONOCOPHILLIPS 0.2%
Value ($000) $663 Shares 9,600 Est. Cost $41.14 Unrealized +18.8%
AZN ASTRAZENECA PLC-ADR 0.2%
Value ($000) $655 Shares 9,300 Est. Cost $54.02 Unrealized
GENERAL ELECTRIC 0.2%
Value ($000) $631 Shares 24,968 Est. Cost $23.33 Unrealized
BFH ALLIANCE DATA SYSTEMS 0.2%
Value ($000) $629 Shares 2,200 Est. Cost $118.19 Unrealized +59.9%
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $628 Shares 4,180 Est. Cost $110.02 Unrealized +31.2%
CNI CANADIAN NATIONAL RAILWAY 0.2%
Value ($000) $585 Shares 8,494 Est. Cost $41.86 Unrealized +33.6%
XLK AMEX TECHNOLOGY SELECT SECTOR 0.2%
Value ($000) $564 Shares 13,638 Est. Cost $31.35 Unrealized
ENSCO PLC 0.2%
Value ($000) $553 Shares 18,450 Est. Cost $55.16 Unrealized
TRV THE TRAVELERS GROUP COMPANIES 0.2%
Value ($000) $550 Shares 5,200 Est. Cost $63.44 Unrealized +24.5%
CASY CASEYS GENERAL STORES 0.2%
Value ($000) $544 Shares 6,025 Est. Cost $53.46 Unrealized +41.0%
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $539 Shares 5,334 Est. Cost $50.75 Unrealized +56.2%
VGT VANGUARD INFORMATION TECHNOLOG 0.2%
Value ($000) $525 Shares 5,025 Est. Cost $76.66 Unrealized
MARKET VECTORS PHARMACEUTICAL 0.2%
Value ($000) $459 Shares 7,140 Est. Cost $46.57 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $442 Shares 6,460 Est. Cost $50.34 Unrealized
GIS GENERAL MILLS 0.1%
Value ($000) $408 Shares 7,642 Est. Cost $31.98 Unrealized +10.2%
ORCL ORACLE 0.1%
Value ($000) $390 Shares 8,675 Est. Cost $27.58 Unrealized +25.1%
SRE SEMPRA ENERGY 0.1%
Value ($000) $390 Shares 3,500 Est. Cost $27.60 Unrealized +39.4%
NORTHEAST UTILITIES 0.1%
Value ($000) $385 Shares 7,186 Est. Cost $42.07 Unrealized
DEO DIAGEO PLC-SP ADR 0.1%
Value ($000) $365 Shares 3,200 Est. Cost $114.91 Unrealized
IGE ISHARES S&P NORTH AMERICAN NAT 0.1%
Value ($000) $364 Shares 9,509 Est. Cost $38.34 Unrealized
UPS UNITED PARCEL SERVICE CL B 0.1%
Value ($000) $360 Shares 3,240 Est. Cost $55.38 Unrealized +28.1%
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $357 Shares 2,850 Est. Cost $80.23 Unrealized +46.5%
ACN ACCENTURE PLC-CL A 0.1%
Value ($000) $348 Shares 3,900 Est. Cost $63.81 Unrealized +8.5%
KMI KINDER MORGAN 0.1%
Value ($000) $347 Shares 8,200 Est. Cost $22.45 Unrealized 0.0%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $336 Shares 2,960 Est. Cost $124.50 Unrealized
WHR WHIRLPOOL 0.1%
Value ($000) $334 Shares 1,725 Est. Cost $132.29 Unrealized +29.8%
COVIDIEN PLC 0.1%
Value ($000) $330 Shares 3,226 Est. Cost $62.87 Unrealized
EES WISDOMTREE SMALLCAP EARNINGS F 0.1%
Value ($000) $321 Shares 3,876 Est. Cost $81.19 Unrealized
MCD MCDONALDS 0.1%
Value ($000) $318 Shares 3,398 Est. Cost $71.62 Unrealized -1.5%
HEDJ WISDOMTREE EUROPE HEDGED EQUIT 0.1%
Value ($000) $311 Shares 5,590 Est. Cost $57.56 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $308 Shares 4,300 Est. Cost $40.82 Unrealized +20.4%
MBWM MERCANTILE BANK 0.1%
Value ($000) $305 Shares 14,495 Est. Cost $13.00 Unrealized +1.4%
UNITED TECHNOLOGIES 0.1%
Value ($000) $305 Shares 2,650 Est. Cost $92.83 Unrealized
CELGENE 0.1%
Value ($000) $299 Shares 2,670 Est. Cost $86.04 Unrealized
CL COLGATE PALMOLIVE 0.1%
Value ($000) $284 Shares 4,107 Est. Cost $44.75 Unrealized +16.6%
CTAS CINTAS 0.1%
Value ($000) $275 Shares 3,500 Est. Cost $11.77 Unrealized +35.9%
DOW CHEMICAL 0.1%
Value ($000) $274 Shares 6,000 Est. Cost $45.67 Unrealized
AWK AMERICAN WATER WORKS 0.1%
Value ($000) $269 Shares 5,050 Est. Cost $31.82 Unrealized +30.6%
LYB LYONDELLBASELL INDUSTRIES CL A 0.1%
Value ($000) $262 Shares 3,300 Est. Cost $36.95 Unrealized +29.3%
WALGREEN BOOTS ALLIANCE 0.1%
Value ($000) $261 Shares 3,427 Est. Cost $76.16 Unrealized
CHD CHURCH & DWIGHT CO 0.1%
Value ($000) $256 Shares 3,250 Est. Cost $27.25 Unrealized +16.8%
AMGN AMGEN 0.1%
Value ($000) $255 Shares 1,600 Est. Cost $94.52 Unrealized +19.9%
FISV FISERV 0.1%
Value ($000) $246 Shares 3,460 Est. Cost $29.64 Unrealized +15.5%
APD AIR PRODUCTS & CHEMICALS 0.1%
Value ($000) $238 Shares 1,650 Est. Cost $61.55 Unrealized +56.4%
BAC BANK OF AMERICA 0.1%
Value ($000) $235 Shares 13,159 Est. Cost $10.03 Unrealized +35.2%
USB US BANCORP 0.1%
Value ($000) $232 Shares 5,160 Est. Cost $22.41 Unrealized +29.9%
BRK/A BERKSHIRE HATHAWAY - CLASS A 0.1%
Value ($000) $226 Shares 1 Est. Cost $199815.62 Unrealized +8.3%
SPECTRA ENERGY 0.1%
Value ($000) $226 Shares 6,216 Est. Cost $34.48 Unrealized
CAT CATERPILLAR 0.1%
Value ($000) $224 Shares 2,450 Est. Cost $61.55 Unrealized +19.2%
CLX CLOROX 0.1%
Value ($000) $221 Shares 2,117 Est. Cost $65.65 Unrealized +11.4%
HD HOME DEPOT 0.1%
Value ($000) $220 Shares 2,100 Est. Cost $74.81 Unrealized 0.0%
GLAXOSMITHKLINE PLC-ADR 0.1%
Value ($000) $218 Shares 5,100 Est. Cost $50.00 Unrealized
DUN & BRADSTREET 0.1%
Value ($000) $218 Shares 1,800 Est. Cost $117.22 Unrealized
KMB KIMBERLY CLARK 0.1%
Value ($000) $215 Shares 1,860 Est. Cost $76.09 Unrealized 0.0%
GOOGLE - CL C 0.1%
Value ($000) $213 Shares 405 Est. Cost $577.78 Unrealized
PCAR PACCAR 0.1%
Value ($000) $208 Shares 3,062 Est. Cost $28.21 Unrealized 0.0%
IJS ISHARES S&P SMALLCAP 600 VALUE 0.1%
Value ($000) $208 Shares 1,761 Est. Cost $93.25 Unrealized
EMC 0.1%
Value ($000) $208 Shares 7,000 Est. Cost $29.29 Unrealized
RGA REINSURANCE GROUP OF AMERICA 0.1%
Value ($000) $202 Shares 2,300 Est. Cost $83.57 Unrealized 0.0%
WM WASTE MANAGEMENT 0.1%
Value ($000) $200 Shares 3,900 Est. Cost $39.05 Unrealized 0.0%
NEVADA GOLD & CASINOS 0.1%
Value ($000) $183 Shares 146,620 Est. Cost $1.04 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $147 Shares 15,000 Est. Cost $10.27 Unrealized
KBS REIT I NSA 0.0%
Value ($000) $58 Shares 12,791 Est. Cost $4.46 Unrealized
SKINNY NUTRITIONAL 0.0%
Value ($000) $0 Shares 242,900 Est. Cost Unrealized
BROWNSTONE ENERGY - CANADA 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized