LVM CAPITAL MANAGEMENT LTD/MI Diversified Active

CIK: 0001053054 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 4, 2022

Total Value ($000): $750,083 (100.0% shares, 0.0% debt)

Holdings (134)

AAPL APPLE 10.3%
Value ($000) $76,980 Shares 433,518 Est. Cost $83.58 Unrealized +85.1%
MSFT MICROSOFT 8.0%
Value ($000) $59,780 Shares 177,747 Est. Cost $28.47 Unrealized +1000.8%
PG PROCTER & GAMBLE 3.9%
Value ($000) $29,140 Shares 178,138 Est. Cost $109.24 Unrealized +22.8%
BROADCOM LTD 3.5%
Value ($000) $26,156 Shares 39,308 Est. Cost $304.64 Unrealized
SYK STRYKER 3.2%
Value ($000) $24,272 Shares 90,765 Est. Cost $161.24 Unrealized +55.7%
ABBV ABBVIE 3.1%
Value ($000) $23,589 Shares 174,219 Est. Cost $38.32 Unrealized +165.4%
CSCO CISCO SYSTEMS 3.1%
Value ($000) $23,306 Shares 367,784 Est. Cost $16.72 Unrealized +201.8%
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $22,846 Shares 133,545 Est. Cost $76.10 Unrealized +90.7%
HD HOME DEPOT 2.8%
Value ($000) $21,349 Shares 51,441 Est. Cost $159.15 Unrealized +115.6%
DG DOLLAR GENERAL 2.6%
Value ($000) $19,705 Shares 83,555 Est. Cost $95.59 Unrealized +115.9%
DLR DIGITAL REALTY TRUST 2.6%
Value ($000) $19,608 Shares 110,864 Est. Cost $86.28 Unrealized +60.1%
MS MORGAN STANLEY 2.4%
Value ($000) $17,842 Shares 181,766 Est. Cost $34.35 Unrealized +152.6%
DGRW WISDOMTREE US QUALITY DIV GROW 2.3%
Value ($000) $17,320 Shares 262,987 Est. Cost $40.02 Unrealized
AMT AMERICAN TOWER 2.2%
Value ($000) $16,662 Shares 56,963 Est. Cost $115.50 Unrealized +107.3%
MPT MEDICAL PROPERTIES TRUST 2.2%
Value ($000) $16,595 Shares 702,268 Est. Cost $13.95 Unrealized
ICLR ICON 2.2%
Value ($000) $16,312 Shares 52,672 Est. Cost $118.63 Unrealized +135.9%
GOOGL ALPHABET CL A 1.9%
Value ($000) $14,317 Shares 4,942 Est. Cost $70.73 Unrealized +102.1%
DIS WALT DISNEY 1.8%
Value ($000) $13,845 Shares 89,384 Est. Cost $96.10 Unrealized +64.2%
AMGN AMGEN 1.8%
Value ($000) $13,839 Shares 61,517 Est. Cost $122.33 Unrealized +51.3%
IDA IDACORP 1.7%
Value ($000) $13,032 Shares 115,014 Est. Cost $61.67 Unrealized +72.6%
VZ VERIZON COMMUNICATIONS 1.7%
Value ($000) $12,890 Shares 248,072 Est. Cost $33.69 Unrealized +19.9%
HSY HERSHEY 1.6%
Value ($000) $12,169 Shares 62,898 Est. Cost $117.93 Unrealized +38.7%
AMAT APPLIED MATERIALS 1.5%
Value ($000) $11,158 Shares 70,910 Est. Cost $130.43 Unrealized +7.0%
AXP AMERICAN EXPRESS 1.4%
Value ($000) $10,628 Shares 64,961 Est. Cost $111.62 Unrealized +44.9%
LLY ELI LILLY 1.4%
Value ($000) $10,592 Shares 38,346 Est. Cost $48.60 Unrealized +401.7%
IAU ISHARES GOLD TRUST 1.4%
Value ($000) $10,233 Shares 293,960 Est. Cost $33.71 Unrealized
DHI D.R. HORTON 1.4%
Value ($000) $10,177 Shares 93,836 Est. Cost $88.28 Unrealized +4.6%
MDT MEDTRONIC 1.3%
Value ($000) $9,943 Shares 96,111 Est. Cost $101.89 Unrealized +0.1%
PFE PFIZER 1.3%
Value ($000) $9,679 Shares 163,917 Est. Cost $25.43 Unrealized +58.2%
LMT LOCKHEED MARTIN 1.2%
Value ($000) $9,319 Shares 26,221 Est. Cost $267.46 Unrealized +15.5%
NOC NORTHROP GRUMMAN 1.2%
Value ($000) $9,286 Shares 23,991 Est. Cost $285.88 Unrealized +21.8%
XOM EXXON MOBIL 1.1%
Value ($000) $8,116 Shares 132,638 Est. Cost $54.30 Unrealized -0.7%
ISHARES CYBERSECURITY ETF 1.1%
Value ($000) $8,064 Shares 180,756 Est. Cost $38.75 Unrealized
XBI SPDR S&P BIOTECH ETF 1.1%
Value ($000) $8,020 Shares 71,631 Est. Cost $113.03 Unrealized
SBUX STARBUCKS 1.0%
Value ($000) $7,700 Shares 65,829 Est. Cost $105.61 Unrealized -3.2%
INTC INTEL 1.0%
Value ($000) $7,330 Shares 142,321 Est. Cost $24.13 Unrealized +96.0%
VRTX VERTEX PHARMACEUTICALS 0.9%
Value ($000) $6,993 Shares 31,846 Est. Cost $227.19 Unrealized -14.4%
TD TORONTO-DOMINION BANK 0.8%
Value ($000) $5,649 Shares 73,676 Est. Cost $44.20 Unrealized +64.9%
MO ALTRIA GROUP 0.7%
Value ($000) $5,295 Shares 111,730 Est. Cost $25.80 Unrealized +27.1%
WM WASTE MANAGEMENT 0.7%
Value ($000) $5,209 Shares 31,211 Est. Cost $56.80 Unrealized +165.3%
SPY SPDR TRUST SERIES 1 - S&P 500 0.6%
Value ($000) $4,764 Shares 10,030 Est. Cost $235.59 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 0.6%
Value ($000) $4,213 Shares 85,174 Est. Cost $43.81 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $4,051 Shares 28,785 Est. Cost $33.22 Unrealized +257.3%
SYY SYSCO 0.5%
Value ($000) $3,752 Shares 47,767 Est. Cost $42.91 Unrealized +60.3%
IXUS ISHARES CORE INTERNATIONAL STO 0.5%
Value ($000) $3,392 Shares 47,815 Est. Cost $61.51 Unrealized
SPTM SPDR PORTFOLIO TOTAL STOCK MAR 0.4%
Value ($000) $3,375 Shares 57,743 Est. Cost $36.17 Unrealized
PM PHILIP MORRIS 0.4%
Value ($000) $3,178 Shares 33,452 Est. Cost $53.14 Unrealized +43.6%
PEP PEPSICO 0.4%
Value ($000) $2,637 Shares 15,180 Est. Cost $78.64 Unrealized +82.4%
CVX CHEVRON 0.4%
Value ($000) $2,631 Shares 22,418 Est. Cost $73.82 Unrealized +30.2%
ACTIVISION BLIZZARD 0.3%
Value ($000) $2,324 Shares 34,925 Est. Cost $93.12 Unrealized
NEE NEXTERA ENERGY 0.3%
Value ($000) $2,270 Shares 24,313 Est. Cost $53.81 Unrealized +43.7%
DHS WISDOMTREE HIGH DIVIDEND ETF 0.3%
Value ($000) $2,180 Shares 26,407 Est. Cost $59.55 Unrealized
MMM 3M 0.3%
Value ($000) $1,968 Shares 11,080 Est. Cost $73.42 Unrealized +73.4%
DGRS WISDOMTREE US SMALL CAP QUAL D 0.3%
Value ($000) $1,947 Shares 40,898 Est. Cost $33.97 Unrealized
XLK TECHNOLOGY SECTOR SPDR ETF 0.3%
Value ($000) $1,931 Shares 11,106 Est. Cost $102.86 Unrealized
XLV SPDR HEALTH CARE SECTOR ETF 0.3%
Value ($000) $1,888 Shares 13,403 Est. Cost $111.60 Unrealized
GOOG ALPHABET CL C 0.2%
Value ($000) $1,780 Shares 615 Est. Cost $54.87 Unrealized +161.5%
KO COCA-COLA 0.2%
Value ($000) $1,720 Shares 29,047 Est. Cost $31.62 Unrealized +55.5%
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $1,515 Shares 3,017 Est. Cost $167.87 Unrealized +151.5%
JPM JPMORGAN CHASE 0.2%
Value ($000) $1,424 Shares 8,995 Est. Cost $72.64 Unrealized +103.5%
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $1,392 Shares 4,654 Est. Cost $139.18 Unrealized +105.8%
ISHARES EDGE MSCI INTL QUALITY 0.2%
Value ($000) $1,238 Shares 31,446 Est. Cost $33.48 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.2%
Value ($000) $1,211 Shares 1,815 Est. Cost $81.19 Unrealized +660.2%
CNI CANADIAN NATIONAL RAILWAY 0.1%
Value ($000) $873 Shares 7,104 Est. Cost $41.86 Unrealized +179.0%
GIS GENERAL MILLS 0.1%
Value ($000) $845 Shares 12,539 Est. Cost $40.49 Unrealized +36.4%
XLY SPDR CONSUMER DISCRETIONARY ET 0.1%
Value ($000) $804 Shares 3,932 Est. Cost $170.38 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $794 Shares 12,740 Est. Cost $37.25 Unrealized +32.2%
SMH VANECK VECTORS SEMICONDUCTOR E 0.1%
Value ($000) $789 Shares 2,555 Est. Cost $265.84 Unrealized
CASY CASEYS GENERAL STORES 0.1%
Value ($000) $768 Shares 3,890 Est. Cost $56.07 Unrealized +236.2%
CTAS CINTAS 0.1%
Value ($000) $756 Shares 1,705 Est. Cost $11.77 Unrealized +781.3%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $726 Shares 3,623 Est. Cost $70.76 Unrealized +146.3%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $693 Shares 48,225 Est. Cost $9.61 Unrealized
MCD MCDONALDS 0.1%
Value ($000) $684 Shares 2,551 Est. Cost $77.87 Unrealized +194.9%
AMZN AMAZON.COM 0.1%
Value ($000) $680 Shares 204 Est. Cost $90.11 Unrealized +89.9%
RTX RAYTHEON TECHNOLOGIES 0.1%
Value ($000) $662 Shares 7,687 Est. Cost $55.44 Unrealized +43.1%
MRK MERCK 0.1%
Value ($000) $650 Shares 8,476 Est. Cost $35.16 Unrealized +98.8%
BF/B BROWN-FORMAN CL B 0.1%
Value ($000) $649 Shares 8,905 Est. Cost $56.35 Unrealized +16.0%
NVDA NVIDIA 0.1%
Value ($000) $641 Shares 2,178 Est. Cost $19.98 Unrealized +37.4%
FISV FISERV 0.1%
Value ($000) $615 Shares 5,925 Est. Cost $52.92 Unrealized +95.4%
TRV TRAVELERS GROUP 0.1%
Value ($000) $560 Shares 3,582 Est. Cost $66.50 Unrealized +116.4%
DTH WISDOMTREE INTERNATIONAL DIVID 0.1%
Value ($000) $558 Shares 14,405 Est. Cost $40.43 Unrealized
TDIV FIRST TRUST TECHNOLOGY DIVIDEN 0.1%
Value ($000) $548 Shares 8,725 Est. Cost $32.13 Unrealized
CLX CLOROX 0.1%
Value ($000) $538 Shares 3,084 Est. Cost $100.20 Unrealized +45.3%
BAC BANK OF AMERICA 0.1%
Value ($000) $519 Shares 11,674 Est. Cost $18.18 Unrealized +125.6%
ORCL ORACLE 0.1%
Value ($000) $496 Shares 5,686 Est. Cost $33.68 Unrealized +164.0%
DUK DUKE ENERGY 0.1%
Value ($000) $475 Shares 4,528 Est. Cost $47.08 Unrealized +83.2%
CAT CATERPILLAR 0.1%
Value ($000) $465 Shares 2,250 Est. Cost $84.59 Unrealized +120.7%
BRK/A BERKSHIRE HATHAWAY - CLASS A 0.1%
Value ($000) $451 Shares 1 Est. Cost $230816.08 Unrealized +87.1%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $447 Shares 1,580 Est. Cost $167.86 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH IN 0.1%
Value ($000) $446 Shares 1,460 Est. Cost $159.60 Unrealized
UPS UNITED PARCEL SERVICE CL B 0.1%
Value ($000) $435 Shares 2,028 Est. Cost $55.96 Unrealized +201.2%
SRE SEMPRA ENERGY 0.1%
Value ($000) $428 Shares 3,233 Est. Cost $27.90 Unrealized +98.8%
AZN ASTRAZENECA PLC-ADR 0.1%
Value ($000) $425 Shares 7,300 Est. Cost $38.37 Unrealized
V VISA CL A 0.1%
Value ($000) $399 Shares 1,842 Est. Cost $197.79 Unrealized +5.2%
T AT&T 0.1%
Value ($000) $397 Shares 16,145 Est. Cost $12.69 Unrealized +15.6%
IBM INTERNATIONAL BUSINESS MACHINE 0.0%
Value ($000) $368 Shares 2,756 Est. Cost $105.97 Unrealized +0.5%
BX BLACKSTONE GROUP LP 0.0%
Value ($000) $363 Shares 2,805 Est. Cost $58.60 Unrealized +98.1%
ZTS ZOETIS 0.0%
Value ($000) $346 Shares 1,416 Est. Cost $210.50 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION 0.0%
Value ($000) $341 Shares 1,985 Est. Cost $111.30 Unrealized
CHD CHURCH & DWIGHT 0.0%
Value ($000) $334 Shares 3,261 Est. Cost $35.46 Unrealized +143.6%
BLACKROCK 0.0%
Value ($000) $323 Shares 353 Est. Cost $838.53 Unrealized
EES WISDOMTREE SMALLCAP EARNINGS E 0.0%
Value ($000) $322 Shares 6,260 Est. Cost $28.54 Unrealized
APD AIR PRODUCTS & CHEMICALS 0.0%
Value ($000) $318 Shares 1,046 Est. Cost $146.16 Unrealized +80.4%
MA MASTERCARD 0.0%
Value ($000) $314 Shares 874 Est. Cost $326.85 Unrealized +3.3%
PSX PHILLIPS 66 0.0%
Value ($000) $299 Shares 4,125 Est. Cost $44.38 Unrealized +45.8%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $299 Shares 1,750 Est. Cost $165.37 Unrealized
WHR WHIRLPOOL 0.0%
Value ($000) $299 Shares 1,275 Est. Cost $114.44 Unrealized +91.9%
IVV ISHARES S&P 500 INDEX ETF 0.0%
Value ($000) $287 Shares 601 Est. Cost $380.19 Unrealized
UVV UNIVERSAL 0.0%
Value ($000) $280 Shares 5,100 Est. Cost $56.69 Unrealized -12.1%
YUM YUM! BRANDS 0.0%
Value ($000) $278 Shares 2,002 Est. Cost $92.76 Unrealized +27.4%
CL COLGATE PALMOLIVE 0.0%
Value ($000) $273 Shares 3,200 Est. Cost $54.99 Unrealized +29.0%
USB US BANCORP 0.0%
Value ($000) $269 Shares 4,786 Est. Cost $33.86 Unrealized +44.3%
KELLOGG 0.0%
Value ($000) $258 Shares 4,012 Est. Cost $48.00 Unrealized +6.4%
META META PLATFORMS 0.0%
Value ($000) $257 Shares 764 Est. Cost $332.22 Unrealized -0.8%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $241 Shares 1,865 Est. Cost $118.28 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX 0.0%
Value ($000) $239 Shares 2,083 Est. Cost $108.93 Unrealized
CVS CVS HEALTH 0.0%
Value ($000) $238 Shares 2,305 Est. Cost $70.48 Unrealized +14.2%
DEO DIAGEO PLC-SP ADR 0.0%
Value ($000) $237 Shares 1,075 Est. Cost $158.55 Unrealized
BA BOEING 0.0%
Value ($000) $233 Shares 1,155 Est. Cost $142.44 Unrealized +48.3%
ETN EATON 0.0%
Value ($000) $227 Shares 1,315 Est. Cost $155.46 Unrealized 0.0%
QCOM QUALCOMM 0.0%
Value ($000) $227 Shares 1,240 Est. Cost $146.06 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $225 Shares 701 Est. Cost $286.73 Unrealized
NFLX NETFLIX 0.0%
Value ($000) $220 Shares 366 Est. Cost $49.77 Unrealized +28.4%
WMT WAL-MART STORES 0.0%
Value ($000) $209 Shares 1,445 Est. Cost $45.18 Unrealized 0.0%
IWO ISHARES RUSSELL 2000 GROWTH IN 0.0%
Value ($000) $205 Shares 700 Est. Cost $287.14 Unrealized
TECH TECHNE 0.0%
Value ($000) $202 Shares 390 Est. Cost $120.38 Unrealized 0.0%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $200 Shares 785 Est. Cost $254.78 Unrealized
NSC NORFOLK SOUTHERN 0.0%
Value ($000) $200 Shares 672 Est. Cost $255.22 Unrealized 0.0%
WU WESTERN UNION 0.0%
Value ($000) $186 Shares 10,400 Est. Cost $17.33 Unrealized
LINEAGE CELL THERAPEUTICS 0.0%
Value ($000) $24 Shares 10,000 Est. Cost $2.50 Unrealized
IGPG GNIS PETROLEUM GROUP ORD SHS 0.0%
Value ($000) $0 Shares 22,000 Est. Cost $0.00 Unrealized -35.2%
WEBB INTERACT SERVICES 0.0%
Value ($000) $0 Shares 303,575 Est. Cost $0.00 Unrealized
SKINNY NUTRITIONAL CORPORATION 0.0%
Value ($000) $0 Shares 242,900 Est. Cost Unrealized
ECCI ECOLOCLEAN INDUSTRIES ORD SHS 0.0%
Value ($000) $0 Shares 26,300 Est. Cost $0.00 Unrealized 0.0%