LVM CAPITAL MANAGEMENT LTD/MI Diversified Active

CIK: 0001053054 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 14, 2017

Total Value ($000): $392,131 (100.0% shares, 0.0% debt)

Holdings (117)

WM WASTE MANAGEMENT 7.5%
Value ($000) $29,586 Shares 403,353 Est. Cost $56.80 Unrealized +10.1%
AAPL APPLE 6.1%
Value ($000) $23,793 Shares 165,205 Est. Cost $18.64 Unrealized +84.1%
DUPONT FABROS TECHNOLOGY 5.7%
Value ($000) $22,474 Shares 367,466 Est. Cost $25.27 Unrealized
JNJ JOHNSON & JOHNSON 4.0%
Value ($000) $15,707 Shares 118,733 Est. Cost $68.01 Unrealized +47.6%
MSFT MICROSOFT 4.0%
Value ($000) $15,507 Shares 224,973 Est. Cost $28.47 Unrealized +118.9%
ABBV ABBVIE 3.9%
Value ($000) $15,127 Shares 208,615 Est. Cost $33.33 Unrealized +40.9%
T AT&T 3.6%
Value ($000) $14,168 Shares 375,509 Est. Cost $11.74 Unrealized +35.6%
CSCO CISCO SYSTEMS 3.6%
Value ($000) $13,946 Shares 445,568 Est. Cost $15.63 Unrealized +60.3%
AMGN AMGEN 3.5%
Value ($000) $13,799 Shares 80,122 Est. Cost $115.05 Unrealized +9.0%
BA BOEING 3.1%
Value ($000) $12,352 Shares 62,461 Est. Cost $135.56 Unrealized +29.0%
MS MORGAN STANLEY 2.9%
Value ($000) $11,189 Shares 251,106 Est. Cost $33.98 Unrealized -1.3%
TORTOISE ENERGY INFRASTRUCTURE 2.8%
Value ($000) $10,954 Shares 360,434 Est. Cost $40.90 Unrealized
MPT MEDICAL PROPERTIES TRUST 2.6%
Value ($000) $10,039 Shares 780,016 Est. Cost $13.19 Unrealized
TD TORONTO-DOMINION BANK 2.4%
Value ($000) $9,311 Shares 184,812 Est. Cost $43.69 Unrealized +10.4%
CVS CVS HEALTH 2.4%
Value ($000) $9,305 Shares 115,654 Est. Cost $61.65 Unrealized -2.2%
PFE PFIZER 2.4%
Value ($000) $9,277 Shares 276,198 Est. Cost $19.66 Unrealized +9.9%
VZ VERIZON COMMUNICATIONS 2.2%
Value ($000) $8,810 Shares 197,267 Est. Cost $30.90 Unrealized -4.4%
DIS WALT DISNEY 2.2%
Value ($000) $8,659 Shares 81,501 Est. Cost $91.25 Unrealized +12.3%
TIME WARNER 2.1%
Value ($000) $8,372 Shares 83,383 Est. Cost $96.63 Unrealized
XOM EXXON MOBIL 2.1%
Value ($000) $8,299 Shares 102,795 Est. Cost $54.07 Unrealized +2.6%
IDA IDACORP 2.1%
Value ($000) $8,172 Shares 95,753 Est. Cost $50.53 Unrealized +69.7%
NXPI NXP SEMICONDUCTORS 1.9%
Value ($000) $7,304 Shares 66,735 Est. Cost $94.46 Unrealized +0.8%
VWO VANGUARD FTSE EMERGING MARKETS 1.8%
Value ($000) $7,024 Shares 172,040 Est. Cost $39.75 Unrealized
INTC INTEL 1.8%
Value ($000) $6,934 Shares 205,511 Est. Cost $20.85 Unrealized +41.8%
PM PHILIP MORRIS 1.7%
Value ($000) $6,541 Shares 55,694 Est. Cost $53.14 Unrealized +39.8%
DISCOVER FINANCIAL SERVICES 1.4%
Value ($000) $5,457 Shares 87,752 Est. Cost $60.46 Unrealized
DHS WISDOMTREE HIGH DIVIDEND FUND 1.3%
Value ($000) $5,109 Shares 74,742 Est. Cost $59.55 Unrealized
DGRW WISDOMTREE US QUALITY DIV GROW 1.1%
Value ($000) $4,453 Shares 121,071 Est. Cost $33.84 Unrealized
MO ALTRIA GROUP 1.1%
Value ($000) $4,243 Shares 56,980 Est. Cost $18.90 Unrealized +107.9%
SYK STRYKER 1.1%
Value ($000) $4,152 Shares 29,915 Est. Cost $67.15 Unrealized +85.8%
LLY ELI LILLY 1.0%
Value ($000) $3,804 Shares 46,224 Est. Cost $48.60 Unrealized +46.7%
DG DOLLAR GENERAL 0.8%
Value ($000) $3,261 Shares 45,232 Est. Cost $64.93 Unrealized -0.8%
MMM 3M 0.8%
Value ($000) $3,217 Shares 15,453 Est. Cost $68.61 Unrealized +81.7%
CVX CHEVRON 0.8%
Value ($000) $2,974 Shares 28,510 Est. Cost $70.42 Unrealized +4.0%
SHIP FINANCE 0.6%
Value ($000) $2,239 Shares 164,600 Est. Cost $14.89 Unrealized
SPY SPDR TRUST SERIES 1 - S&P 500 0.6%
Value ($000) $2,191 Shares 9,062 Est. Cost $224.12 Unrealized
PG PROCTER & GAMBLE 0.5%
Value ($000) $2,025 Shares 23,235 Est. Cost $56.96 Unrealized +23.1%
DGRS WISDOMTREE US SC QUALITY DIV G 0.5%
Value ($000) $1,956 Shares 58,835 Est. Cost $33.44 Unrealized
NEW YORK REIT 0.5%
Value ($000) $1,859 Shares 215,125 Est. Cost $8.64 Unrealized
GLW CORNING 0.5%
Value ($000) $1,842 Shares 61,306 Est. Cost $18.64 Unrealized +22.2%
KELLOGG 0.5%
Value ($000) $1,796 Shares 25,862 Est. Cost $48.00 Unrealized +2.4%
ABT ABBOTT LABS 0.4%
Value ($000) $1,642 Shares 33,785 Est. Cost $32.48 Unrealized +19.8%
PEP PEPSICO 0.4%
Value ($000) $1,604 Shares 13,890 Est. Cost $61.09 Unrealized +44.4%
DTH WISDOMTREE INTERNATIONAL DIVID 0.3%
Value ($000) $1,140 Shares 27,298 Est. Cost $38.56 Unrealized
KO COCA-COLA 0.3%
Value ($000) $1,114 Shares 24,838 Est. Cost $29.22 Unrealized +15.2%
NEE NEXTERA ENERGY 0.3%
Value ($000) $1,037 Shares 7,400 Est. Cost $14.74 Unrealized +86.8%
UVV UNIVERSAL 0.3%
Value ($000) $998 Shares 15,428 Est. Cost $58.56 Unrealized +18.5%
NOC NORTHROP GRUMMAN 0.2%
Value ($000) $931 Shares 3,625 Est. Cost $105.71 Unrealized +105.7%
GENERAL ELECTRIC 0.2%
Value ($000) $911 Shares 33,724 Est. Cost $26.31 Unrealized
WY WEYERHAEUSER 0.2%
Value ($000) $902 Shares 26,919 Est. Cost $21.72 Unrealized +10.6%
AMAT APPLIED MATERIALS 0.2%
Value ($000) $892 Shares 21,600 Est. Cost $16.30 Unrealized +136.9%
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $828 Shares 4,465 Est. Cost $76.62 Unrealized +99.3%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $785 Shares 14,087 Est. Cost $36.11 Unrealized +10.5%
WU WESTERN UNION 0.2%
Value ($000) $780 Shares 40,925 Est. Cost $17.31 Unrealized
CNI CANADIAN NATIONAL RAILWAY 0.2%
Value ($000) $692 Shares 8,534 Est. Cost $41.86 Unrealized +55.4%
MRK MERCK 0.2%
Value ($000) $657 Shares 10,244 Est. Cost $32.49 Unrealized +43.3%
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $632 Shares 3,730 Est. Cost $114.43 Unrealized +45.4%
JPM JPMORGAN CHASE 0.2%
Value ($000) $609 Shares 6,658 Est. Cost $59.58 Unrealized +15.0%
SCANA 0.1%
Value ($000) $565 Shares 8,425 Est. Cost $53.77 Unrealized
SYY SYSCO 0.1%
Value ($000) $544 Shares 10,818 Est. Cost $33.95 Unrealized +25.6%
TRV TRAVELERS GROUP 0.1%
Value ($000) $541 Shares 4,274 Est. Cost $66.50 Unrealized +53.2%
CASY CASEYS GENERAL STORES 0.1%
Value ($000) $538 Shares 5,020 Est. Cost $53.46 Unrealized +96.1%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $504 Shares 4,038 Est. Cost $63.08 Unrealized +43.2%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $498 Shares 2,862 Est. Cost $165.67 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $486 Shares 48,000 Est. Cost $9.61 Unrealized
BAX BAXTER INTERNATIONAL 0.1%
Value ($000) $463 Shares 7,640 Est. Cost $41.68 Unrealized +17.8%
IBM INTERNATIONAL BUSINESS MACHINE 0.1%
Value ($000) $456 Shares 2,962 Est. Cost $109.83 Unrealized -5.5%
MCD MCDONALDS 0.1%
Value ($000) $453 Shares 2,960 Est. Cost $72.24 Unrealized +63.2%
DUK DUKE ENERGY 0.1%
Value ($000) $453 Shares 5,419 Est. Cost $45.28 Unrealized +30.5%
BFH ALLIANCE DATA SYSTEMS 0.1%
Value ($000) $445 Shares 1,734 Est. Cost $118.19 Unrealized +46.1%
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $439 Shares 2,516 Est. Cost $81.19 Unrealized +102.1%
MBWM MERCANTILE BANK 0.1%
Value ($000) $433 Shares 13,768 Est. Cost $16.75 Unrealized +40.1%
ORCL ORACLE 0.1%
Value ($000) $424 Shares 8,450 Est. Cost $29.42 Unrealized +36.3%
FISV FISERV 0.1%
Value ($000) $423 Shares 3,460 Est. Cost $29.64 Unrealized +104.0%
CLX CLOROX 0.1%
Value ($000) $415 Shares 3,117 Est. Cost $90.84 Unrealized +16.0%
CTAS CINTAS 0.1%
Value ($000) $399 Shares 3,166 Est. Cost $11.77 Unrealized +142.0%
REYNOLDS AMERICAN 0.1%
Value ($000) $392 Shares 6,026 Est. Cost $56.04 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $390 Shares 4,721 Est. Cost $42.90 Unrealized +31.2%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $379 Shares 3,210 Est. Cost $121.63 Unrealized
SRE SEMPRA ENERGY 0.1%
Value ($000) $372 Shares 3,297 Est. Cost $27.60 Unrealized +55.1%
NEVADA GOLD & CASINOS 0.1%
Value ($000) $344 Shares 153,000 Est. Cost $1.24 Unrealized
GOOG ALPHABET - CLASS C 0.1%
Value ($000) $326 Shares 359 Est. Cost $38.66 Unrealized +17.5%
UPS UNITED PARCEL SERVICE CL B 0.1%
Value ($000) $321 Shares 2,906 Est. Cost $55.38 Unrealized +39.6%
HD HOME DEPOT 0.1%
Value ($000) $320 Shares 2,087 Est. Cost $103.52 Unrealized +20.2%
WHR WHIRLPOOL 0.1%
Value ($000) $311 Shares 1,625 Est. Cost $134.89 Unrealized +35.6%
XLK AMEX TECHNOLOGY SELECT SECTOR 0.1%
Value ($000) $306 Shares 5,598 Est. Cost $35.49 Unrealized
DGS WISDOMTREE EMERGING MRKTS SMAL 0.1%
Value ($000) $304 Shares 6,645 Est. Cost $47.87 Unrealized
CHD CHURCH & DWIGHT 0.1%
Value ($000) $303 Shares 5,832 Est. Cost $33.88 Unrealized +35.2%
AZN ASTRAZENECA PLC-ADR 0.1%
Value ($000) $300 Shares 8,800 Est. Cost $38.37 Unrealized
MET METLIFE 0.1%
Value ($000) $296 Shares 5,395 Est. Cost $33.73 Unrealized +2.7%
MONSANTO 0.1%
Value ($000) $291 Shares 2,462 Est. Cost $106.60 Unrealized
UNITED TECHNOLOGIES 0.1%
Value ($000) $283 Shares 2,316 Est. Cost $92.83 Unrealized
GOOGL ALPHABET - CLASS A 0.1%
Value ($000) $282 Shares 303 Est. Cost $39.76 Unrealized +16.8%
EES WISDOMTREE SMALLCAP EARNINGS F 0.1%
Value ($000) $276 Shares 8,405 Est. Cost $49.94 Unrealized
TDIV FIRST TRUST TECHNOLOGY DIVIDEN 0.1%
Value ($000) $272 Shares 8,730 Est. Cost $29.55 Unrealized
CAT CATERPILLAR 0.1%
Value ($000) $269 Shares 2,500 Est. Cost $66.71 Unrealized +26.0%
DEO DIAGEO PLC-SP ADR 0.1%
Value ($000) $261 Shares 2,175 Est. Cost $117.83 Unrealized
BRK/A BERKSHIRE HATHAWAY - CLASS A 0.1%
Value ($000) $255 Shares 1 Est. Cost $230816.08 Unrealized +8.2%
RAYTHEON 0.1%
Value ($000) $247 Shares 1,527 Est. Cost $142.11 Unrealized
WALGREEN BOOTS ALLIANCE 0.1%
Value ($000) $245 Shares 3,125 Est. Cost $82.88 Unrealized
DE DEERE 0.1%
Value ($000) $245 Shares 1,985 Est. Cost $102.78 Unrealized 0.0%
CL COLGATE PALMOLIVE 0.1%
Value ($000) $237 Shares 3,200 Est. Cost $47.31 Unrealized +28.2%
ENB ENBRIDGE 0.1%
Value ($000) $227 Shares 5,693 Est. Cost $24.66 Unrealized -3.4%
KMB KIMBERLY CLARK 0.1%
Value ($000) $223 Shares 1,725 Est. Cost $77.39 Unrealized +24.3%
USB US BANCORP 0.1%
Value ($000) $223 Shares 4,300 Est. Cost $29.97 Unrealized +23.4%
BAC BANK OF AMERICA 0.1%
Value ($000) $214 Shares 8,801 Est. Cost $10.47 Unrealized +82.4%
VO VANGUARD MID-CAP VIPERS 0.1%
Value ($000) $211 Shares 1,482 Est. Cost $139.00 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION 0.1%
Value ($000) $208 Shares 2,248 Est. Cost $85.23 Unrealized
GD GENERAL DYNAMICS 0.1%
Value ($000) $206 Shares 1,040 Est. Cost $161.99 Unrealized 0.0%
TOTAL SA ADR 0.1%
Value ($000) $202 Shares 4,075 Est. Cost $71.42 Unrealized
PCAR PACCAR 0.1%
Value ($000) $202 Shares 3,062 Est. Cost $32.11 Unrealized -3.7%
GNTX GENTEX CORP 0.0%
Value ($000) $194 Shares 10,225 Est. Cost $19.49 Unrealized 0.0%
T2 OPPORTUNITY FUND III (AI) L 0.0%
Value ($000) $170 Shares 169,935 Est. Cost $1.00 Unrealized
CYMABAY THERAPEUTICS 0.0%
Value ($000) $115 Shares 20,000 Est. Cost $5.03 Unrealized
KBS REIT I NSA 0.0%
Value ($000) $32 Shares 12,791 Est. Cost $4.46 Unrealized
TORCHLIGHT ENERGY RESOURCES 0.0%
Value ($000) $17 Shares 10,000 Est. Cost $1.70 Unrealized
SKINNY NUTRITIONAL 0.0%
Value ($000) $0 Shares 242,900 Est. Cost Unrealized