LVM CAPITAL MANAGEMENT LTD/MI Diversified Active

CIK: 0001053054 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 6, 2021

Total Value ($000): $616,434 (100.0% shares, 0.0% debt)

Holdings (130)

AAPL APPLE 8.9%
Value ($000) $55,028 Shares 450,496 Est. Cost $83.58 Unrealized +49.6%
MSFT MICROSOFT 6.9%
Value ($000) $42,313 Shares 179,469 Est. Cost $28.47 Unrealized +682.9%
PG PROCTER & GAMBLE 3.9%
Value ($000) $24,185 Shares 178,576 Est. Cost $109.24 Unrealized +5.9%
SYK STRYKER 3.5%
Value ($000) $21,268 Shares 87,316 Est. Cost $156.76 Unrealized +45.3%
ABBV ABBVIE 3.4%
Value ($000) $21,058 Shares 194,583 Est. Cost $38.32 Unrealized +132.0%
JNJ JOHNSON & JOHNSON 3.3%
Value ($000) $20,646 Shares 125,623 Est. Cost $72.36 Unrealized +94.6%
CSCO CISCO SYSTEMS 3.0%
Value ($000) $18,673 Shares 361,110 Est. Cost $15.97 Unrealized +154.3%
BROADCOM LTD 2.8%
Value ($000) $17,328 Shares 37,372 Est. Cost $292.36 Unrealized
DG DOLLAR GENERAL 2.6%
Value ($000) $16,304 Shares 80,467 Est. Cost $93.32 Unrealized +97.7%
DIS WALT DISNEY 2.6%
Value ($000) $16,127 Shares 87,399 Est. Cost $94.67 Unrealized +90.3%
DLR DIGITAL REALTY TRUST 2.6%
Value ($000) $15,907 Shares 112,943 Est. Cost $86.28 Unrealized +35.0%
AMGN AMGEN 2.6%
Value ($000) $15,889 Shares 63,861 Est. Cost $122.33 Unrealized +67.3%
HD HOME DEPOT 2.5%
Value ($000) $15,620 Shares 51,171 Est. Cost $155.53 Unrealized +57.2%
DGRW WISDOMTREE US QUALITY DIV GROW 2.4%
Value ($000) $14,600 Shares 255,282 Est. Cost $39.35 Unrealized
MS MORGAN STANLEY 2.4%
Value ($000) $14,569 Shares 187,600 Est. Cost $34.35 Unrealized +90.9%
MPT MEDICAL PROPERTIES TRUST 2.3%
Value ($000) $13,893 Shares 652,847 Est. Cost $13.43 Unrealized
VZ VERIZON COMMUNICATIONS 2.2%
Value ($000) $13,680 Shares 235,254 Est. Cost $33.27 Unrealized +27.0%
AMT AMERICAN TOWER 2.2%
Value ($000) $13,620 Shares 56,974 Est. Cost $115.50 Unrealized +66.5%
ICLR ICON 1.8%
Value ($000) $11,382 Shares 57,964 Est. Cost $118.63 Unrealized +66.4%
IDA IDACORP 1.8%
Value ($000) $11,268 Shares 112,710 Est. Cost $61.11 Unrealized +49.6%
LMT LOCKHEED MARTIN 1.7%
Value ($000) $10,640 Shares 28,796 Est. Cost $261.66 Unrealized +14.6%
T AT&T 1.6%
Value ($000) $10,014 Shares 330,826 Est. Cost $12.69 Unrealized +27.3%
HSY HERSHEY 1.6%
Value ($000) $9,921 Shares 62,726 Est. Cost $117.93 Unrealized +13.7%
INTC INTEL 1.6%
Value ($000) $9,842 Shares 153,789 Est. Cost $24.13 Unrealized +124.2%
ISHARES GOLD TRUST 1.5%
Value ($000) $9,417 Shares 579,168 Est. Cost $17.06 Unrealized
GOOGL ALPHABET CL A 1.5%
Value ($000) $9,401 Shares 4,558 Est. Cost $65.76 Unrealized +49.0%
XBI SPDR S&P BIOTECH ETF 1.5%
Value ($000) $8,968 Shares 66,114 Est. Cost $111.90 Unrealized
AXP AMERICAN EXPRESS 1.4%
Value ($000) $8,482 Shares 59,968 Est. Cost $107.92 Unrealized +15.2%
LLY ELI LILLY 1.2%
Value ($000) $7,423 Shares 39,736 Est. Cost $48.60 Unrealized +282.8%
NOC NORTHROP GRUMMAN 1.2%
Value ($000) $7,399 Shares 22,863 Est. Cost $280.91 Unrealized -1.0%
CAG CONAGRA FOODS 1.2%
Value ($000) $7,144 Shares 190,000 Est. Cost $28.88 Unrealized -1.7%
ACTIVISION BLIZZARD 1.1%
Value ($000) $6,546 Shares 70,391 Est. Cost $92.99 Unrealized
VRTX VERTEX PHARMACEUTICALS 1.0%
Value ($000) $6,272 Shares 29,185 Est. Cost $229.31 Unrealized -4.2%
ISHARES CYBERSECURITY ETF 1.0%
Value ($000) $6,235 Shares 163,215 Est. Cost $38.20 Unrealized
BABA ALIBABA GROUP ADR 1.0%
Value ($000) $6,079 Shares 26,812 Est. Cost $232.72 Unrealized
XOM EXXON MOBIL 1.0%
Value ($000) $6,066 Shares 108,649 Est. Cost $54.53 Unrealized -20.6%
TD TORONTO-DOMINION BANK 0.9%
Value ($000) $5,834 Shares 89,466 Est. Cost $44.20 Unrealized +38.1%
MO ALTRIA GROUP 0.8%
Value ($000) $5,032 Shares 98,352 Est. Cost $24.79 Unrealized +22.7%
PFE PFIZER 0.7%
Value ($000) $4,424 Shares 122,111 Est. Cost $21.67 Unrealized +29.4%
WM WASTE MANAGEMENT 0.7%
Value ($000) $4,160 Shares 32,241 Est. Cost $56.80 Unrealized +90.4%
SPY SPDR TRUST SERIES 1 - S&P 500 0.7%
Value ($000) $4,130 Shares 10,420 Est. Cost $235.59 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 0.7%
Value ($000) $4,072 Shares 78,233 Est. Cost $42.84 Unrealized
SYY SYSCO 0.6%
Value ($000) $3,812 Shares 48,418 Est. Cost $42.91 Unrealized +58.6%
ABT ABBOTT LABS 0.6%
Value ($000) $3,494 Shares 29,152 Est. Cost $33.22 Unrealized +227.0%
IXUS ISHARES CORE INTERNATIONAL STO 0.5%
Value ($000) $3,125 Shares 44,460 Est. Cost $60.50 Unrealized
SPTM SPDR PORTFOLIO TOTAL STOCK MAR 0.5%
Value ($000) $3,065 Shares 62,317 Est. Cost $36.17 Unrealized
PM PHILIP MORRIS 0.5%
Value ($000) $2,950 Shares 33,241 Est. Cost $53.14 Unrealized +25.7%
DHS WISDOMTREE HIGH DIVIDEND ETF 0.4%
Value ($000) $2,342 Shares 30,692 Est. Cost $59.55 Unrealized
MMM 3M 0.4%
Value ($000) $2,286 Shares 11,862 Est. Cost $73.42 Unrealized +70.4%
CVX CHEVRON 0.3%
Value ($000) $2,104 Shares 20,080 Est. Cost $70.72 Unrealized +12.5%
DGRS WISDOMTREE US SMALL CAP QUAL D 0.3%
Value ($000) $1,943 Shares 42,195 Est. Cost $33.97 Unrealized
PEP PEPSICO 0.3%
Value ($000) $1,818 Shares 12,852 Est. Cost $67.96 Unrealized +73.5%
NEE NEXTERA ENERGY 0.3%
Value ($000) $1,749 Shares 23,138 Est. Cost $53.24 Unrealized +29.3%
KO COCA-COLA 0.2%
Value ($000) $1,533 Shares 29,088 Est. Cost $31.62 Unrealized +37.2%
GOOG ALPHABET CL C 0.2%
Value ($000) $1,330 Shares 643 Est. Cost $54.08 Unrealized +82.1%
XLV SPDR HEALTH CARE SECTOR ETF 0.2%
Value ($000) $1,328 Shares 11,375 Est. Cost $107.88 Unrealized
JPM JPMORGAN CHASE 0.2%
Value ($000) $1,273 Shares 8,363 Est. Cost $67.44 Unrealized +88.7%
XLK TECHNOLOGY SECTOR SPDR ETF 0.2%
Value ($000) $1,271 Shares 9,570 Est. Cost $90.48 Unrealized
GLD SPDR GOLD TRUST 0.2%
Value ($000) $1,236 Shares 7,725 Est. Cost $165.39 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $1,140 Shares 4,464 Est. Cost $133.84 Unrealized +81.4%
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $1,130 Shares 3,037 Est. Cost $164.84 Unrealized +93.9%
TMO THERMO FISHER SCIENTIFIC 0.2%
Value ($000) $1,001 Shares 2,193 Est. Cost $81.19 Unrealized +480.2%
CASY CASEYS GENERAL STORES 0.1%
Value ($000) $841 Shares 3,890 Est. Cost $56.07 Unrealized +246.1%
BF/B BROWN-FORMAN CL B 0.1%
Value ($000) $833 Shares 12,078 Est. Cost $54.49 Unrealized +22.2%
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $830 Shares 13,140 Est. Cost $37.25 Unrealized +37.0%
CNI CANADIAN NATIONAL RAILWAY 0.1%
Value ($000) $829 Shares 7,144 Est. Cost $41.86 Unrealized +141.4%
GIS GENERAL MILLS 0.1%
Value ($000) $798 Shares 13,013 Est. Cost $39.49 Unrealized +23.9%
ISHARES EDGE MSCI INTL QUALITY 0.1%
Value ($000) $748 Shares 20,522 Est. Cost $30.79 Unrealized
DTH WISDOMTREE INTERNATIONAL DIVID 0.1%
Value ($000) $688 Shares 17,503 Est. Cost $40.43 Unrealized
FISV FISERV 0.1%
Value ($000) $679 Shares 5,700 Est. Cost $50.60 Unrealized +126.8%
CTAS CINTAS 0.1%
Value ($000) $668 Shares 1,958 Est. Cost $11.77 Unrealized +587.5%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $653 Shares 3,723 Est. Cost $70.76 Unrealized +95.8%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $647 Shares 48,225 Est. Cost $9.61 Unrealized
MRK MERCK 0.1%
Value ($000) $643 Shares 8,336 Est. Cost $34.58 Unrealized +82.4%
AMZN AMAZON.COM 0.1%
Value ($000) $625 Shares 202 Est. Cost $87.64 Unrealized +80.9%
CLX CLOROX 0.1%
Value ($000) $601 Shares 3,117 Est. Cost $93.25 Unrealized +77.0%
TRV TRAVELERS GROUP 0.1%
Value ($000) $595 Shares 3,957 Est. Cost $66.50 Unrealized +100.2%
RTX RAYTHEON TECHNOLOGIES 0.1%
Value ($000) $592 Shares 7,660 Est. Cost $54.61 Unrealized +19.5%
MCD MCDONALDS 0.1%
Value ($000) $578 Shares 2,581 Est. Cost $77.87 Unrealized +145.6%
CAT CATERPILLAR 0.1%
Value ($000) $516 Shares 2,225 Est. Cost $83.38 Unrealized +126.8%
BAC BANK OF AMERICA 0.1%
Value ($000) $498 Shares 12,873 Est. Cost $18.18 Unrealized +68.5%
TDIV FIRST TRUST TECHNOLOGY DIVIDEN 0.1%
Value ($000) $482 Shares 8,925 Est. Cost $32.13 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $456 Shares 1,753 Est. Cost $165.71 Unrealized
DUK DUKE ENERGY 0.1%
Value ($000) $447 Shares 4,628 Est. Cost $47.08 Unrealized +60.3%
XLY CONSUMER DISCRETIONARY SECTOR 0.1%
Value ($000) $438 Shares 2,604 Est. Cost $161.72 Unrealized
SRE SEMPRA ENERGY 0.1%
Value ($000) $429 Shares 3,233 Est. Cost $27.90 Unrealized +90.3%
ORCL ORACLE 0.1%
Value ($000) $401 Shares 5,711 Est. Cost $33.68 Unrealized +80.0%
BRK/A BERKSHIRE HATHAWAY - CLASS A 0.1%
Value ($000) $386 Shares 1 Est. Cost $230816.08 Unrealized +58.9%
AZN ASTRAZENECA PLC-ADR 0.1%
Value ($000) $363 Shares 7,300 Est. Cost $38.37 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 0.1%
Value ($000) $361 Shares 2,711 Est. Cost $105.04 Unrealized -6.6%
UVV UNIVERSAL 0.1%
Value ($000) $358 Shares 6,075 Est. Cost $56.69 Unrealized -7.4%
IWF ISHARES RUSSELL 1000 GROWTH IN 0.1%
Value ($000) $355 Shares 1,460 Est. Cost $159.60 Unrealized
UPS UNITED PARCEL SERVICE CL B 0.1%
Value ($000) $352 Shares 2,073 Est. Cost $55.96 Unrealized +135.8%
PSX PHILLIPS 66 0.1%
Value ($000) $345 Shares 4,225 Est. Cost $44.38 Unrealized +46.3%
APD AIR PRODUCTS & CHEMICALS 0.1%
Value ($000) $336 Shares 1,196 Est. Cost $146.16 Unrealized +64.3%
EES WISDOMTREE SMALLCAP EARNINGS E 0.1%
Value ($000) $336 Shares 7,095 Est. Cost $28.54 Unrealized
CHD CHURCH & DWIGHT 0.1%
Value ($000) $325 Shares 3,726 Est. Cost $35.46 Unrealized +122.1%
SMH VANECK VECTORS SEMICONDUCTOR E 0.1%
Value ($000) $319 Shares 1,309 Est. Cost $243.70 Unrealized
BA BOEING 0.1%
Value ($000) $309 Shares 1,215 Est. Cost $139.13 Unrealized +59.8%
WHR WHIRLPOOL 0.0%
Value ($000) $305 Shares 1,385 Est. Cost $114.44 Unrealized +73.4%
BAX BAXTER INTERNATIONAL 0.0%
Value ($000) $293 Shares 3,479 Est. Cost $41.68 Unrealized +71.4%
VIG VANGUARD DIVIDEND APPRECIATION 0.0%
Value ($000) $284 Shares 1,933 Est. Cost $109.68 Unrealized
SPMD SPDR PORTFOLIO MID CAP ETF 0.0%
Value ($000) $275 Shares 6,000 Est. Cost $40.33 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value ($000) $267 Shares 2,000 Est. Cost $105.71 Unrealized 0.0%
USB US BANCORP 0.0%
Value ($000) $265 Shares 4,786 Est. Cost $33.86 Unrealized +19.1%
SPYM SPDR PORTFOLIO LARGE CAP ETF 0.0%
Value ($000) $263 Shares 5,650 Est. Cost $34.28 Unrealized
BF/A BROWN-FORMAN CL A 0.0%
Value ($000) $263 Shares 4,134 Est. Cost $61.84 Unrealized 0.0%
BALL BALL 0.0%
Value ($000) $258 Shares 3,040 Est. Cost $57.97 Unrealized +42.0%
WU WESTERN UNION 0.0%
Value ($000) $256 Shares 10,400 Est. Cost $17.33 Unrealized
KELLOGG 0.0%
Value ($000) $254 Shares 4,012 Est. Cost $48.00 Unrealized -2.0%
CL COLGATE PALMOLIVE 0.0%
Value ($000) $252 Shares 3,200 Est. Cost $54.99 Unrealized +27.3%
IVV ISHARES S&P 500 INDEX ETF 0.0%
Value ($000) $240 Shares 604 Est. Cost $375.78 Unrealized
MDT MEDTRONIC 0.0%
Value ($000) $238 Shares 2,012 Est. Cost $95.41 Unrealized +6.6%
DEO DIAGEO PLC-SP ADR 0.0%
Value ($000) $226 Shares 1,375 Est. Cost $158.55 Unrealized
MA MASTERCARD 0.0%
Value ($000) $222 Shares 624 Est. Cost $315.67 Unrealized +7.6%
V VISA CL A 0.0%
Value ($000) $221 Shares 1,042 Est. Cost $175.53 Unrealized +15.8%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $218 Shares 1,845 Est. Cost $118.16 Unrealized
YUM YUM! BRANDS 0.0%
Value ($000) $217 Shares 2,002 Est. Cost $92.76 Unrealized +4.2%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $212 Shares 9,350 Est. Cost $24.60 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH IN 0.0%
Value ($000) $211 Shares 700 Est. Cost $287.14 Unrealized
BX BLACKSTONE GROUP LP 0.0%
Value ($000) $209 Shares 2,805 Est. Cost $58.60 Unrealized 0.0%
NFLX NETFLIX 0.0%
Value ($000) $207 Shares 396 Est. Cost $49.77 Unrealized +6.6%
IJR ISHARES S&P SMALLCAP 600 INDEX 0.0%
Value ($000) $203 Shares 1,871 Est. Cost $108.50 Unrealized
CYMABAY THERAPEUTICS 0.0%
Value ($000) $68 Shares 15,000 Est. Cost $6.76 Unrealized
ARTELO BIOSCIENCES 0.0%
Value ($000) $33 Shares 20,000 Est. Cost $1.65 Unrealized
WEBB INTERACT SERVICES 0.0%
Value ($000) $20 Shares 303,575 Est. Cost $0.00 Unrealized
PROPANC BIOPHARMA 0.0%
Value ($000) $5 Shares 20,005 Est. Cost $0.25 Unrealized
SKINNY NUTRITIONAL CORPORATION 0.0%
Value ($000) $0 Shares 242,900 Est. Cost Unrealized
IGPG GNIS PETROLEUM GROUP ORD SHS 0.0%
Value ($000) $0 Shares 22,000 Est. Cost $0.00 Unrealized +170.9%
ECCI ECOLOCLEAN INDUSTRIES ORD SHS 0.0%
Value ($000) $0 Shares 26,300 Est. Cost $0.00 Unrealized +160.7%