LVM CAPITAL MANAGEMENT LTD/MI Diversified Active

CIK: 0001053054 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 5, 2022

Total Value ($000): $653,441 (100.0% shares, 0.0% debt)

Holdings (134)

AAPL APPLE 9.2%
Value ($000) $60,050 Shares 434,514 Est. Cost $83.58 Unrealized +84.6%
MSFT MICROSOFT 6.5%
Value ($000) $42,616 Shares 182,978 Est. Cost $32.26 Unrealized +696.3%
JNJ JOHNSON & JOHNSON 3.5%
Value ($000) $22,949 Shares 140,484 Est. Cost $80.00 Unrealized +91.1%
PG PROCTER & GAMBLE 3.5%
Value ($000) $22,655 Shares 179,443 Est. Cost $109.24 Unrealized +19.5%
ABBV ABBVIE 3.3%
Value ($000) $21,736 Shares 161,953 Est. Cost $38.32 Unrealized +231.7%
DG DOLLAR GENERAL 3.3%
Value ($000) $21,519 Shares 89,715 Est. Cost $102.75 Unrealized +125.8%
XOM EXXON MOBIL 3.1%
Value ($000) $20,183 Shares 231,167 Est. Cost $64.50 Unrealized +26.1%
BROADCOM 2.9%
Value ($000) $18,823 Shares 42,393 Est. Cost $322.16 Unrealized
SYK STRYKER 2.7%
Value ($000) $17,683 Shares 87,308 Est. Cost $163.51 Unrealized +24.2%
HD HOME DEPOT 2.5%
Value ($000) $16,420 Shares 59,505 Est. Cost $177.56 Unrealized +52.4%
MS MORGAN STANLEY 2.4%
Value ($000) $15,905 Shares 201,300 Est. Cost $38.41 Unrealized +95.9%
CSCO CISCO SYSTEMS 2.3%
Value ($000) $15,163 Shares 379,071 Est. Cost $17.26 Unrealized +132.0%
DGRW WISDOMTREE US DIV GROWTH ETF 2.1%
Value ($000) $13,965 Shares 259,037 Est. Cost $40.85 Unrealized
AMGN AMGEN 2.1%
Value ($000) $13,650 Shares 60,560 Est. Cost $122.33 Unrealized +78.1%
HSY HERSHEY 2.0%
Value ($000) $12,798 Shares 58,050 Est. Cost $117.93 Unrealized +74.0%
GOOGL ALPHABET CL A 1.9%
Value ($000) $12,644 Shares 132,190 Est. Cost $108.73 Unrealized +1.2%
NOC NORTHROP GRUMMAN 1.9%
Value ($000) $12,363 Shares 26,286 Est. Cost $297.16 Unrealized +51.7%
LLY ELI LILLY 1.9%
Value ($000) $12,296 Shares 38,027 Est. Cost $61.26 Unrealized +402.9%
VZ VERIZON COMMUNICATIONS 1.8%
Value ($000) $11,702 Shares 308,195 Est. Cost $34.71 Unrealized +3.0%
AMT AMERICAN TOWER 1.7%
Value ($000) $11,388 Shares 53,042 Est. Cost $115.50 Unrealized +98.1%
IDA IDACORP 1.7%
Value ($000) $11,155 Shares 112,663 Est. Cost $61.67 Unrealized +76.7%
DLR DIGITAL REALTY TRUST 1.7%
Value ($000) $11,107 Shares 111,991 Est. Cost $86.71 Unrealized +25.1%
ICLR ICON 1.6%
Value ($000) $10,338 Shares 56,250 Est. Cost $125.95 Unrealized +72.8%
KR KROGER 1.6%
Value ($000) $10,331 Shares 236,135 Est. Cost $44.08 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS 1.5%
Value ($000) $9,949 Shares 34,360 Est. Cost $231.30 Unrealized +24.4%
AXP AMERICAN EXPRESS 1.5%
Value ($000) $9,484 Shares 70,296 Est. Cost $115.12 Unrealized +25.9%
UPS UNITED PARCEL SERVICE 1.4%
Value ($000) $9,330 Shares 57,758 Est. Cost $150.18 Unrealized +6.9%
PFE PFIZER 1.4%
Value ($000) $9,120 Shares 208,411 Est. Cost $28.87 Unrealized +39.9%
LMT LOCKHEED MARTIN 1.3%
Value ($000) $8,678 Shares 22,465 Est. Cost $269.78 Unrealized +41.1%
IAU ISHARES GOLD TRUST ETF 1.3%
Value ($000) $8,673 Shares 275,068 Est. Cost $33.73 Unrealized
O REALTY INCOME 1.3%
Value ($000) $8,410 Shares 144,495 Est. Cost $57.30 Unrealized 0.0%
MDT MEDTRONIC 1.3%
Value ($000) $8,390 Shares 103,896 Est. Cost $100.84 Unrealized -19.9%
SPY SPDR S&P 500 EQUITY ETF 1.3%
Value ($000) $8,316 Shares 23,282 Est. Cost $359.74 Unrealized
MPT MEDICAL PROPERTIES TRUST 1.0%
Value ($000) $6,672 Shares 562,595 Est. Cost $14.20 Unrealized
SBUX STARBUCKS 1.0%
Value ($000) $6,488 Shares 76,999 Est. Cost $102.29 Unrealized -23.4%
AMAT APPLIED MATERIALS 1.0%
Value ($000) $6,487 Shares 79,180 Est. Cost $129.06 Unrealized -27.6%
CVX CHEVRON 1.0%
Value ($000) $6,346 Shares 44,168 Est. Cost $104.87 Unrealized +26.7%
ISHARES CYBERSECURITY ETF 0.9%
Value ($000) $5,977 Shares 175,990 Est. Cost $39.02 Unrealized
TD TORONTO-DOMINION BANK 0.8%
Value ($000) $5,130 Shares 83,651 Est. Cost $47.28 Unrealized +36.9%
WM WASTE MANAGEMENT 0.8%
Value ($000) $5,002 Shares 31,220 Est. Cost $56.80 Unrealized +175.5%
XBI SPDR S&P BIOTECH ETF 0.7%
Value ($000) $4,663 Shares 58,788 Est. Cost $111.40 Unrealized
DIS WALT DISNEY 0.7%
Value ($000) $4,563 Shares 48,371 Est. Cost $98.38 Unrealized +6.3%
MO ALTRIA GROUP 0.7%
Value ($000) $4,443 Shares 110,039 Est. Cost $25.98 Unrealized +27.3%
PEP PEPSICO 0.7%
Value ($000) $4,256 Shares 26,068 Est. Cost $109.05 Unrealized +41.6%
DHS WISDOMTREE HIGH DIVIDEND ETF 0.6%
Value ($000) $3,878 Shares 51,160 Est. Cost $67.44 Unrealized
INTC INTEL 0.5%
Value ($000) $3,361 Shares 130,418 Est. Cost $24.13 Unrealized +33.9%
SYY SYSCO 0.5%
Value ($000) $3,249 Shares 45,942 Est. Cost $42.91 Unrealized +76.5%
IXUS ISHARES CORE INTERNATIONAL STO 0.5%
Value ($000) $3,228 Shares 63,395 Est. Cost $59.85 Unrealized
SPTM SPDR PORTFOLIO TOTAL STOCK MAR 0.5%
Value ($000) $3,141 Shares 71,219 Est. Cost $38.07 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $2,929 Shares 30,272 Est. Cost $36.00 Unrealized +177.8%
PM PHILIP MORRIS 0.4%
Value ($000) $2,888 Shares 34,797 Est. Cost $54.87 Unrealized +47.5%
ACTIVISION BLIZZARD 0.4%
Value ($000) $2,837 Shares 38,165 Est. Cost $91.59 Unrealized
DGRS WISDOMTREE US SMALLCAP DIV GRO 0.4%
Value ($000) $2,316 Shares 64,426 Est. Cost $35.21 Unrealized
NEE NEXTERA ENERGY 0.3%
Value ($000) $1,946 Shares 24,821 Est. Cost $53.99 Unrealized +42.8%
KO COCA-COLA 0.3%
Value ($000) $1,703 Shares 30,399 Est. Cost $32.48 Unrealized +72.6%
MMM 3M 0.2%
Value ($000) $1,535 Shares 13,890 Est. Cost $82.14 Unrealized +17.4%
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $1,508 Shares 2,986 Est. Cost $175.43 Unrealized +182.2%
XLK TECHNOLOGY SECTOR SPDR ETF 0.2%
Value ($000) $1,426 Shares 12,009 Est. Cost $104.46 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 0.2%
Value ($000) $1,353 Shares 11,387 Est. Cost $113.41 Unrealized +2.0%
BF/B BROWN-FORMAN CL B 0.2%
Value ($000) $1,309 Shares 19,660 Est. Cost $59.73 Unrealized +13.9%
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $1,260 Shares 4,719 Est. Cost $141.18 Unrealized +101.6%
SRE SEMPRA ENERGY 0.2%
Value ($000) $1,259 Shares 8,400 Est. Cost $49.66 Unrealized +46.0%
GOOG ALPHABET CL C 0.2%
Value ($000) $1,219 Shares 12,680 Est. Cost $108.14 Unrealized +2.5%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $1,069 Shares 15,036 Est. Cost $40.65 Unrealized +53.3%
MRK MERCK 0.2%
Value ($000) $1,065 Shares 12,369 Est. Cost $46.43 Unrealized +73.2%
XLV SPDR HEALTH CARE SECTOR ETF 0.2%
Value ($000) $1,020 Shares 8,423 Est. Cost $111.60 Unrealized
ENPH ENPHASE ENERGY 0.2%
Value ($000) $1,018 Shares 3,670 Est. Cost $180.77 Unrealized +49.2%
JPM JPMORGAN CHASE 0.1%
Value ($000) $975 Shares 9,326 Est. Cost $74.38 Unrealized +42.0%
OXY OCCIDENTAL PETROLEUM 0.1%
Value ($000) $936 Shares 15,224 Est. Cost $44.02 Unrealized +37.9%
TMO THERMO FISHER SCIENTIFIC 0.1%
Value ($000) $895 Shares 1,765 Est. Cost $81.19 Unrealized +582.5%
CF CF INDUSTRIES HOLDINGS 0.1%
Value ($000) $890 Shares 9,242 Est. Cost $76.05 Unrealized +19.0%
GIS GENERAL MILLS 0.1%
Value ($000) $852 Shares 11,116 Est. Cost $40.49 Unrealized +67.4%
MCD MCDONALDS 0.1%
Value ($000) $794 Shares 3,443 Est. Cost $117.69 Unrealized +100.8%
CASY CASEYS GENERAL STORES 0.1%
Value ($000) $788 Shares 3,890 Est. Cost $56.07 Unrealized +262.3%
CNI CANADIAN NATIONAL RAILWAY 0.1%
Value ($000) $762 Shares 7,054 Est. Cost $41.86 Unrealized +166.0%
TMUS T-MOBILE US 0.1%
Value ($000) $759 Shares 5,654 Est. Cost $115.07 Unrealized +17.9%
CTAS CINTAS 0.1%
Value ($000) $757 Shares 1,951 Est. Cost $22.62 Unrealized +338.0%
PGR PROGRESSIVE 0.1%
Value ($000) $747 Shares 6,425 Est. Cost $103.34 Unrealized +6.3%
RTX RAYTHEON TECHNOLOGIES 0.1%
Value ($000) $693 Shares 8,462 Est. Cost $58.53 Unrealized +43.2%
NOBL PROSHARES S&P 500 DIVIDEND ARI 0.1%
Value ($000) $648 Shares 8,105 Est. Cost $94.88 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $570 Shares 3,818 Est. Cost $76.04 Unrealized +86.7%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $566 Shares 44,225 Est. Cost $9.61 Unrealized
TRV TRAVELERS 0.1%
Value ($000) $565 Shares 3,688 Est. Cost $68.36 Unrealized +122.6%
BAC BANK OF AMERICA 0.1%
Value ($000) $560 Shares 18,532 Est. Cost $23.62 Unrealized +29.5%
ISHARES MSCI INTERNATIONAL QUA 0.1%
Value ($000) $554 Shares 19,939 Est. Cost $33.73 Unrealized
UNITED STATES STEEL 0.1%
Value ($000) $544 Shares 30,000 Est. Cost $34.45 Unrealized
FISV FISERV 0.1%
Value ($000) $527 Shares 5,635 Est. Cost $52.92 Unrealized +92.6%
AMZN AMAZON.COM 0.1%
Value ($000) $524 Shares 4,640 Est. Cost $123.73 Unrealized +2.2%
CAT CATERPILLAR 0.1%
Value ($000) $513 Shares 3,125 Est. Cost $111.93 Unrealized +53.9%
GLD SPDR GOLD TRUST ETF 0.1%
Value ($000) $495 Shares 3,200 Est. Cost $160.53 Unrealized
FDX FEDEX 0.1%
Value ($000) $468 Shares 3,155 Est. Cost $196.73 Unrealized -0.5%
CLX CLOROX 0.1%
Value ($000) $434 Shares 3,384 Est. Cost $103.26 Unrealized +24.8%
VWO VANGUARD FTSE EMERGING MARKETS 0.1%
Value ($000) $422 Shares 11,566 Est. Cost $43.99 Unrealized
DUK DUKE ENERGY 0.1%
Value ($000) $417 Shares 4,484 Est. Cost $47.08 Unrealized +99.7%
AZN ASTRAZENECA ADR 0.1%
Value ($000) $414 Shares 7,550 Est. Cost $38.92 Unrealized
BRK/A BERKSHIRE HATHAWAY CL A 0.1%
Value ($000) $406 Shares 1 Est. Cost $230816.08 Unrealized +85.5%
WMT WAL-MART STORES 0.1%
Value ($000) $382 Shares 2,947 Est. Cost $43.98 Unrealized -4.5%
PSX PHILLIPS 66 0.1%
Value ($000) $373 Shares 4,625 Est. Cost $47.73 Unrealized +57.9%
IJH ISHARES S&P MID-CAP EQUITY ETF 0.1%
Value ($000) $373 Shares 1,700 Est. Cost $172.76 Unrealized
TDIV FIRST TRUST TECHNOLOGY DIVIDEN 0.1%
Value ($000) $353 Shares 8,075 Est. Cost $32.13 Unrealized
V VISA CL A 0.1%
Value ($000) $339 Shares 1,907 Est. Cost $198.45 Unrealized -0.1%
DTH WISDOMTREE INTERNATIONAL DIVID 0.0%
Value ($000) $316 Shares 10,410 Est. Cost $40.43 Unrealized
SMH VANECK VECTORS SEMICONDUCTOR E 0.0%
Value ($000) $312 Shares 1,685 Est. Cost $258.74 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH IN 0.0%
Value ($000) $307 Shares 1,460 Est. Cost $159.60 Unrealized
ORCL ORACLE 0.0%
Value ($000) $298 Shares 4,886 Est. Cost $33.68 Unrealized +108.3%
DVY ISHARES DIVIDEND EQUITY ETF 0.0%
Value ($000) $297 Shares 2,773 Est. Cost $124.66 Unrealized
KELLOGG 0.0%
Value ($000) $279 Shares 4,012 Est. Cost $48.00 Unrealized +27.4%
VIG VANGUARD DIVIDEND APPRECIATION 0.0%
Value ($000) $268 Shares 1,986 Est. Cost $111.30 Unrealized
XLY SPDR CONSUMER DISCRETIONARY ET 0.0%
Value ($000) $268 Shares 1,883 Est. Cost $170.38 Unrealized
T AT&T 0.0%
Value ($000) $263 Shares 17,154 Est. Cost $13.57 Unrealized +11.2%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $259 Shares 3,621 Est. Cost $40.17 Unrealized +106.2%
IWM ISHARES RUSSELL 2000 SMALLCAP 0.0%
Value ($000) $256 Shares 1,555 Est. Cost $199.64 Unrealized
KMB KIMBERLY CLARK 0.0%
Value ($000) $254 Shares 2,259 Est. Cost $114.04 Unrealized +0.3%
MA MASTERCARD 0.0%
Value ($000) $250 Shares 880 Est. Cost $326.80 Unrealized -0.5%
APD AIR PRODUCTS & CHEMICALS 0.0%
Value ($000) $247 Shares 1,061 Est. Cost $149.32 Unrealized +51.6%
NVDA NVIDIA 0.0%
Value ($000) $242 Shares 1,996 Est. Cost $22.89 Unrealized -31.0%
CVS CVS HEALTH 0.0%
Value ($000) $241 Shares 2,525 Est. Cost $71.97 Unrealized +21.8%
YUM YUM! BRANDS 0.0%
Value ($000) $238 Shares 2,242 Est. Cost $94.47 Unrealized +15.1%
BX BLACKSTONE GROUP LP 0.0%
Value ($000) $235 Shares 2,805 Est. Cost $58.60 Unrealized +48.9%
UVV UNIVERSAL 0.0%
Value ($000) $235 Shares 5,100 Est. Cost $56.69 Unrealized -7.6%
CL COLGATE PALMOLIVE 0.0%
Value ($000) $225 Shares 3,200 Est. Cost $54.99 Unrealized +31.8%
ALNT ALLIED MOTION TECHNOLOGIES 0.0%
Value ($000) $215 Shares 7,500 Est. Cost $29.45 Unrealized 0.0%
BLACKROCK 0.0%
Value ($000) $214 Shares 389 Est. Cost $811.84 Unrealized
IVV ISHARES S&P 500 INDEX ETF 0.0%
Value ($000) $212 Shares 591 Est. Cost $380.19 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $208 Shares 1,865 Est. Cost $118.28 Unrealized
ZTS ZOETIS 0.0%
Value ($000) $203 Shares 1,366 Est. Cost $209.00 Unrealized -22.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $202 Shares 1,978 Est. Cost $88.18 Unrealized 0.0%
F FORD MOTOR 0.0%
Value ($000) $118 Shares 10,532 Est. Cost $10.86 Unrealized 0.0%
PSEC PROSPECT CAPITAL 0.0%
Value ($000) $116 Shares 18,750 Est. Cost $4.69 Unrealized 0.0%
CYMABAY THERAPEUTICS 0.0%
Value ($000) $35 Shares 10,000 Est. Cost $3.00 Unrealized
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 0.0%
Value ($000) $0 Shares 26,300 Est. Cost $0.00 Unrealized 0.0%
IGPG GNIS PETROLEUM 0.0%
Value ($000) $0 Shares 22,000 Est. Cost $0.00 Unrealized -93.5%