LVM CAPITAL MANAGEMENT LTD/MI Diversified Active

CIK: 0001053054 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 13, 2022

Total Value ($000): $756,937 (100.0% shares, 0.0% debt)

Holdings (142)

AAPL APPLE 10.0%
Value ($000) $75,873 Shares 434,526 Est. Cost $83.58 Unrealized +97.2%
MSFT MICROSOFT 7.3%
Value ($000) $55,602 Shares 180,345 Est. Cost $32.26 Unrealized +803.3%
PG PROCTER & GAMBLE 3.6%
Value ($000) $27,311 Shares 178,734 Est. Cost $109.24 Unrealized +30.1%
ABBV ABBVIE 3.5%
Value ($000) $26,441 Shares 163,105 Est. Cost $38.32 Unrealized +229.9%
BROADCOM 3.4%
Value ($000) $25,683 Shares 40,788 Est. Cost $316.43 Unrealized
SYK STRYKER 3.3%
Value ($000) $24,680 Shares 92,312 Est. Cost $162.70 Unrealized +52.6%
JNJ JOHNSON & JOHNSON 3.2%
Value ($000) $23,962 Shares 135,202 Est. Cost $77.03 Unrealized +97.1%
CSCO CISCO SYSTEMS 2.8%
Value ($000) $20,843 Shares 373,797 Est. Cost $17.26 Unrealized +191.2%
DG DOLLAR GENERAL 2.6%
Value ($000) $19,986 Shares 89,773 Est. Cost $102.75 Unrealized +93.6%
DGRW WISDOMTREE US QUALITY DIV GROW 2.3%
Value ($000) $17,213 Shares 270,347 Est. Cost $40.66 Unrealized
HD HOME DEPOT 2.2%
Value ($000) $17,009 Shares 56,824 Est. Cost $173.82 Unrealized +80.6%
MS MORGAN STANLEY 2.2%
Value ($000) $16,357 Shares 187,146 Est. Cost $35.80 Unrealized +136.4%
DLR DIGITAL REALTY TRUST 2.1%
Value ($000) $15,895 Shares 112,097 Est. Cost $86.71 Unrealized +44.7%
MPT MEDICAL PROPERTIES TRUST 2.0%
Value ($000) $15,293 Shares 723,398 Est. Cost $14.16 Unrealized
GOOGL ALPHABET CL A 2.0%
Value ($000) $15,067 Shares 5,417 Est. Cost $76.35 Unrealized +76.6%
AMGN AMGEN 2.0%
Value ($000) $14,898 Shares 61,606 Est. Cost $122.33 Unrealized +66.2%
AMT AMERICAN TOWER 1.9%
Value ($000) $14,367 Shares 57,188 Est. Cost $115.50 Unrealized +86.0%
HSY HERSHEY 1.8%
Value ($000) $13,696 Shares 63,222 Est. Cost $117.93 Unrealized +56.4%
VZ VERIZON COMMUNICATIONS 1.8%
Value ($000) $13,309 Shares 261,277 Est. Cost $34.09 Unrealized +21.7%
ICLR ICON 1.8%
Value ($000) $13,292 Shares 54,652 Est. Cost $123.41 Unrealized +103.1%
IDA IDACORP 1.7%
Value ($000) $13,226 Shares 114,654 Est. Cost $61.67 Unrealized +76.5%
DIS WALT DISNEY 1.7%
Value ($000) $12,913 Shares 94,144 Est. Cost $98.38 Unrealized +43.6%
AXP AMERICAN EXPRESS 1.6%
Value ($000) $12,420 Shares 66,417 Est. Cost $112.94 Unrealized +52.1%
XOM EXXON MOBIL 1.6%
Value ($000) $11,971 Shares 144,939 Est. Cost $55.45 Unrealized +22.4%
LLY ELI LILLY 1.5%
Value ($000) $11,723 Shares 40,938 Est. Cost $61.26 Unrealized +305.7%
NOC NORTHROP GRUMMAN 1.5%
Value ($000) $11,246 Shares 25,146 Est. Cost $290.55 Unrealized +33.4%
MDT MEDTRONIC 1.5%
Value ($000) $11,239 Shares 101,301 Est. Cost $101.47 Unrealized -7.7%
SPY SPDR TRUST SERIES 1 - S&P 500 1.4%
Value ($000) $10,650 Shares 23,581 Est. Cost $359.74 Unrealized
AMAT APPLIED MATERIALS 1.3%
Value ($000) $9,824 Shares 74,535 Est. Cost $130.55 Unrealized +1.8%
LMT LOCKHEED MARTIN 1.3%
Value ($000) $9,654 Shares 21,871 Est. Cost $267.46 Unrealized +36.5%
IAU ISHARES GOLD TRUST ETF 1.3%
Value ($000) $9,654 Shares 262,124 Est. Cost $33.71 Unrealized
PFE PFIZER 1.2%
Value ($000) $9,436 Shares 182,275 Est. Cost $27.15 Unrealized +56.4%
VRTX VERTEX PHARMACEUTICALS 1.1%
Value ($000) $8,642 Shares 33,116 Est. Cost $227.58 Unrealized +4.3%
ISHARES CYBERSECURITY ETF 1.1%
Value ($000) $8,287 Shares 194,126 Est. Cost $39.02 Unrealized
DHI D.R. HORTON 1.0%
Value ($000) $7,723 Shares 103,656 Est. Cost $87.81 Unrealized -5.1%
INTC INTEL 0.9%
Value ($000) $7,083 Shares 142,921 Est. Cost $24.13 Unrealized +91.4%
XBI SPDR S&P BIOTECH ETF 0.9%
Value ($000) $6,928 Shares 77,078 Est. Cost $111.40 Unrealized
SBUX STARBUCKS 0.9%
Value ($000) $6,680 Shares 73,434 Est. Cost $103.57 Unrealized -17.0%
TD TORONTO-DOMINION BANK 0.8%
Value ($000) $6,037 Shares 76,011 Est. Cost $45.32 Unrealized +77.8%
MO ALTRIA GROUP 0.7%
Value ($000) $5,615 Shares 107,455 Est. Cost $25.80 Unrealized +43.9%
WM WASTE MANAGEMENT 0.7%
Value ($000) $4,948 Shares 31,220 Est. Cost $56.80 Unrealized +150.9%
VWO VANGUARD FTSE EMERGING MARKETS 0.6%
Value ($000) $4,256 Shares 92,252 Est. Cost $43.99 Unrealized
KNX KNIGHT-SWIFT TRANSPORTATION 0.6%
Value ($000) $4,187 Shares 82,980 Est. Cost $52.63 Unrealized 0.0%
SYY SYSCO 0.5%
Value ($000) $3,892 Shares 47,667 Est. Cost $42.91 Unrealized +69.3%
CVX CHEVRON 0.5%
Value ($000) $3,854 Shares 23,668 Est. Cost $76.40 Unrealized +60.7%
ABT ABBOTT LABS 0.5%
Value ($000) $3,434 Shares 29,011 Est. Cost $33.22 Unrealized +247.3%
SPTM SPDR PORTFOLIO TOTAL STOCK MAR 0.4%
Value ($000) $3,209 Shares 57,743 Est. Cost $36.17 Unrealized
IXUS ISHARES CORE INTERNATIONAL STO 0.4%
Value ($000) $3,184 Shares 47,815 Est. Cost $61.51 Unrealized
PM PHILIP MORRIS 0.4%
Value ($000) $3,080 Shares 32,782 Est. Cost $53.14 Unrealized +55.8%
ACTIVISION BLIZZARD 0.4%
Value ($000) $2,794 Shares 34,880 Est. Cost $93.12 Unrealized
PEP PEPSICO 0.3%
Value ($000) $2,603 Shares 15,554 Est. Cost $80.32 Unrealized +84.8%
DHS WISDOMTREE HIGH DIVIDEND ETF 0.3%
Value ($000) $2,322 Shares 26,357 Est. Cost $59.55 Unrealized
MMM 3M 0.3%
Value ($000) $2,093 Shares 14,059 Est. Cost $82.14 Unrealized +39.5%
NEE NEXTERA ENERGY 0.3%
Value ($000) $2,077 Shares 24,521 Est. Cost $53.81 Unrealized +33.9%
DGRS WISDOMTREE US SMALL CAP QUAL D 0.3%
Value ($000) $1,922 Shares 43,073 Est. Cost $34.51 Unrealized
KO COCA-COLA 0.2%
Value ($000) $1,873 Shares 30,209 Est. Cost $32.48 Unrealized +66.4%
XLV SPDR HEALTH CARE SECTOR ETF 0.2%
Value ($000) $1,828 Shares 13,347 Est. Cost $111.60 Unrealized
XLK TECHNOLOGY SECTOR SPDR ETF 0.2%
Value ($000) $1,760 Shares 11,076 Est. Cost $102.86 Unrealized
GOOG ALPHABET CL C 0.2%
Value ($000) $1,720 Shares 616 Est. Cost $54.87 Unrealized +145.9%
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $1,642 Shares 4,654 Est. Cost $139.18 Unrealized +132.4%
NVDA NVIDIA 0.2%
Value ($000) $1,524 Shares 5,584 Est. Cost $23.06 Unrealized +8.5%
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $1,488 Shares 2,917 Est. Cost $167.87 Unrealized +168.7%
SRE SEMPRA ENERGY 0.2%
Value ($000) $1,403 Shares 8,345 Est. Cost $49.66 Unrealized +27.7%
JPM JPMORGAN CHASE 0.2%
Value ($000) $1,252 Shares 9,187 Est. Cost $73.91 Unrealized +80.8%
ISHARES EDGE MSCI INTL QUALITY 0.2%
Value ($000) $1,252 Shares 33,946 Est. Cost $33.73 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $1,072 Shares 1,815 Est. Cost $81.19 Unrealized +599.7%
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $1,016 Shares 13,910 Est. Cost $38.89 Unrealized +46.1%
CNI CANADIAN NATIONAL RAILWAY 0.1%
Value ($000) $953 Shares 7,104 Est. Cost $41.86 Unrealized +176.5%
MRK MERCK 0.1%
Value ($000) $953 Shares 11,615 Est. Cost $44.54 Unrealized +56.8%
UNITED STATES STEEL 0.1%
Value ($000) $944 Shares 25,000 Est. Cost $37.76 Unrealized
AON AON PLC 0.1%
Value ($000) $874 Shares 2,685 Est. Cost $282.81 Unrealized 0.0%
KR KROGER 0.1%
Value ($000) $870 Shares 15,170 Est. Cost $45.65 Unrealized 0.0%
CF CF INDUSTRIES HOLDINGS 0.1%
Value ($000) $843 Shares 8,177 Est. Cost $74.27 Unrealized 0.0%
TMUS T-MOBILE US 0.1%
Value ($000) $832 Shares 6,482 Est. Cost $115.07 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES 0.1%
Value ($000) $829 Shares 8,369 Est. Cost $57.99 Unrealized +49.6%
CASY CASEYS GENERAL STORES 0.1%
Value ($000) $771 Shares 3,890 Est. Cost $56.07 Unrealized +227.8%
NOBL PROSHARES S&P 500 DIVIDEND ARI 0.1%
Value ($000) $769 Shares 8,105 Est. Cost $94.88 Unrealized
OXY OCCIDENTAL PETROLEUM 0.1%
Value ($000) $766 Shares 13,501 Est. Cost $41.76 Unrealized 0.0%
JBHT J.B. HUNT TRANSPORT SERVICES 0.1%
Value ($000) $763 Shares 3,801 Est. Cost $191.92 Unrealized 0.0%
GIS GENERAL MILLS 0.1%
Value ($000) $756 Shares 11,164 Est. Cost $40.49 Unrealized +45.1%
MCD MCDONALDS 0.1%
Value ($000) $752 Shares 3,043 Est. Cost $102.10 Unrealized +123.1%
CTAS CINTAS 0.1%
Value ($000) $751 Shares 1,766 Est. Cost $14.61 Unrealized +542.7%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $741 Shares 48,225 Est. Cost $9.61 Unrealized
XLY SPDR CONSUMER DISCRETIONARY ET 0.1%
Value ($000) $733 Shares 3,962 Est. Cost $170.38 Unrealized
SMH VANECK VECTORS SEMICONDUCTOR E 0.1%
Value ($000) $723 Shares 2,680 Est. Cost $266.02 Unrealized
AMZN AMAZON.COM 0.1%
Value ($000) $711 Shares 218 Est. Cost $94.25 Unrealized +63.9%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $704 Shares 3,818 Est. Cost $76.04 Unrealized +129.0%
TRV TRAVELERS GROUP 0.1%
Value ($000) $659 Shares 3,608 Est. Cost $66.50 Unrealized +138.8%
FISV FISERV 0.1%
Value ($000) $601 Shares 5,925 Est. Cost $52.92 Unrealized +91.3%
BF/B BROWN-FORMAN CL B 0.1%
Value ($000) $597 Shares 8,905 Est. Cost $56.35 Unrealized +9.9%
DTH WISDOMTREE INTERNATIONAL DIVID 0.1%
Value ($000) $572 Shares 14,380 Est. Cost $40.43 Unrealized
BAC BANK OF AMERICA 0.1%
Value ($000) $544 Shares 13,202 Est. Cost $20.80 Unrealized +96.2%
BRK/A BERKSHIRE HATHAWAY CL A 0.1%
Value ($000) $529 Shares 1 Est. Cost $230816.08 Unrealized +110.3%
TDIV FIRST TRUST TECHNOLOGY DIVIDEN 0.1%
Value ($000) $514 Shares 8,725 Est. Cost $32.13 Unrealized
DUK DUKE ENERGY 0.1%
Value ($000) $502 Shares 4,496 Est. Cost $47.08 Unrealized +89.4%
AZN ASTRAZENECA ADR 0.1%
Value ($000) $484 Shares 7,300 Est. Cost $38.37 Unrealized
CAT CATERPILLAR 0.1%
Value ($000) $479 Shares 2,150 Est. Cost $84.59 Unrealized +131.1%
CLX CLOROX 0.1%
Value ($000) $470 Shares 3,384 Est. Cost $103.26 Unrealized +30.5%
ORCL ORACLE 0.1%
Value ($000) $456 Shares 5,511 Est. Cost $33.68 Unrealized +128.6%
IBM INTERNATIONAL BUSINESS MACHINE 0.1%
Value ($000) $455 Shares 3,497 Est. Cost $107.27 Unrealized +4.5%
UPS UNITED PARCEL SERVICE CL B 0.1%
Value ($000) $435 Shares 2,028 Est. Cost $55.96 Unrealized +216.6%
V VISA CL A 0.1%
Value ($000) $432 Shares 1,947 Est. Cost $198.45 Unrealized +5.8%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $424 Shares 1,580 Est. Cost $167.86 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH IN 0.1%
Value ($000) $405 Shares 1,460 Est. Cost $159.60 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $365 Shares 1,535 Est. Cost $246.47 Unrealized
BX BLACKSTONE GROUP LP 0.0%
Value ($000) $356 Shares 2,805 Est. Cost $58.60 Unrealized +82.9%
PSX PHILLIPS 66 0.0%
Value ($000) $356 Shares 4,125 Est. Cost $44.38 Unrealized +64.1%
T AT&T 0.0%
Value ($000) $336 Shares 14,229 Est. Cost $12.69 Unrealized +17.5%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $324 Shares 3,261 Est. Cost $35.46 Unrealized +168.3%
VIG VANGUARD DIVIDEND APPRECIATION 0.0%
Value ($000) $322 Shares 1,986 Est. Cost $111.30 Unrealized
GLD SPDR GOLD TRUST ETF 0.0%
Value ($000) $316 Shares 1,750 Est. Cost $165.37 Unrealized
MA MASTERCARD 0.0%
Value ($000) $313 Shares 877 Est. Cost $326.85 Unrealized +7.6%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $298 Shares 821 Est. Cost $362.97 Unrealized
UVV UNIVERSAL 0.0%
Value ($000) $296 Shares 5,100 Est. Cost $56.69 Unrealized -2.9%
KMB KIMBERLY CLARK 0.0%
Value ($000) $293 Shares 2,379 Est. Cost $114.02 Unrealized 0.0%
WMT WAL-MART STORES 0.0%
Value ($000) $284 Shares 1,909 Est. Cost $45.03 Unrealized -1.0%
EES WISDOMTREE SMALLCAP EARNINGS E 0.0%
Value ($000) $283 Shares 5,895 Est. Cost $28.54 Unrealized
IVV ISHARES S&P 500 INDEX ETF 0.0%
Value ($000) $273 Shares 601 Est. Cost $380.19 Unrealized
APD AIR PRODUCTS & CHEMICALS 0.0%
Value ($000) $271 Shares 1,086 Est. Cost $149.32 Unrealized +55.3%
BLACKROCK 0.0%
Value ($000) $270 Shares 353 Est. Cost $838.53 Unrealized
IWM ISHARES RUSSELL 2000 SMALL CAP 0.0%
Value ($000) $269 Shares 1,310 Est. Cost $205.34 Unrealized
ZTS ZOETIS 0.0%
Value ($000) $267 Shares 1,416 Est. Cost $210.50 Unrealized -9.6%
KELLOGG 0.0%
Value ($000) $259 Shares 4,012 Est. Cost $48.00 Unrealized +9.5%
USB US BANCORP 0.0%
Value ($000) $254 Shares 4,786 Est. Cost $33.86 Unrealized +41.3%
BA BOEING 0.0%
Value ($000) $247 Shares 1,289 Est. Cost $148.50 Unrealized +35.2%
CL COLGATE PALMOLIVE 0.0%
Value ($000) $243 Shares 3,200 Est. Cost $54.99 Unrealized +31.5%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $239 Shares 1,865 Est. Cost $118.28 Unrealized
DVY ISHARES DJ SELECT DIVIDEND IND 0.0%
Value ($000) $238 Shares 1,857 Est. Cost $128.16 Unrealized
YUM YUM! BRANDS 0.0%
Value ($000) $237 Shares 2,002 Est. Cost $92.76 Unrealized +23.3%
CVS CVS HEALTH 0.0%
Value ($000) $233 Shares 2,305 Est. Cost $70.48 Unrealized +30.5%
WHR WHIRLPOOL 0.0%
Value ($000) $229 Shares 1,325 Est. Cost $117.77 Unrealized +72.1%
IJR ISHARES S&P SMALLCAP 600 INDEX 0.0%
Value ($000) $225 Shares 2,083 Est. Cost $108.93 Unrealized
DEO DIAGEO PLC ADR 0.0%
Value ($000) $218 Shares 1,075 Est. Cost $158.55 Unrealized
META META PLATFORMS 0.0%
Value ($000) $202 Shares 908 Est. Cost $318.89 Unrealized -22.2%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $202 Shares 701 Est. Cost $286.73 Unrealized
ETN EATON 0.0%
Value ($000) $200 Shares 1,318 Est. Cost $155.46 Unrealized -5.2%
WU WESTERN UNION 0.0%
Value ($000) $195 Shares 10,400 Est. Cost $17.33 Unrealized
LINEAGE CELL THERAPEUTICS 0.0%
Value ($000) $15 Shares 10,000 Est. Cost $2.50 Unrealized
IGPG GNIS PETROLEUM GROUP 0.0%
Value ($000) $0 Shares 22,000 Est. Cost $0.00 Unrealized -67.2%
ECCI ECOLOCLEAN INDUSTRIES 0.0%
Value ($000) $0 Shares 26,300 Est. Cost $0.00 Unrealized 0.0%
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