LVM CAPITAL MANAGEMENT LTD/MI Diversified Active

CIK: 0001053054 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 2, 2025

Total Value ($000): $964 (100.0% shares, 0.0% debt)

Holdings (154)

MSFT MICROSOFT 9.0%
Value ($000) $87 Shares 174,910 Est. Cost $38.96 Unrealized +1010.0%
AAPL APPLE 8.2%
Value ($000) $79 Shares 387,208 Est. Cost $83.58 Unrealized +141.0%
AVGO BROADCOM 7.7%
Value ($000) $74 Shares 268,133 Est. Cost $182.87 Unrealized +18.1%
LLY ELI LILLY 4.1%
Value ($000) $40 Shares 50,756 Est. Cost $278.34 Unrealized +177.9%
ABBV ABBVIE 3.2%
Value ($000) $31 Shares 167,338 Est. Cost $48.46 Unrealized +277.0%
PG PROCTER & GAMBLE 3.0%
Value ($000) $29 Shares 181,955 Est. Cost $109.58 Unrealized +46.7%
MS MORGAN STANLEY 2.9%
Value ($000) $28 Shares 195,366 Est. Cost $39.89 Unrealized +203.2%
CSCO CISCO SYSTEMS 2.8%
Value ($000) $27 Shares 394,230 Est. Cost $19.20 Unrealized +214.5%
XOM EXXON MOBIL 2.8%
Value ($000) $27 Shares 250,395 Est. Cost $67.05 Unrealized +55.9%
AXP AMERICAN EXPRESS 2.8%
Value ($000) $27 Shares 83,460 Est. Cost $126.89 Unrealized +120.2%
GOOGL ALPHABET CL A 2.6%
Value ($000) $25 Shares 140,673 Est. Cost $112.17 Unrealized +45.6%
DGRW WISDOMTREE US DIV GROWTH ETF 2.5%
Value ($000) $24 Shares 292,224 Est. Cost $36.49 Unrealized
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $22 Shares 146,821 Est. Cost $84.82 Unrealized +77.8%
HD HOME DEPOT 2.1%
Value ($000) $20 Shares 54,329 Est. Cost $181.12 Unrealized +96.5%
NOC NORTHROP GRUMMAN 2.0%
Value ($000) $20 Shares 39,485 Est. Cost $357.37 Unrealized +36.0%
IAU ISHARES GOLD TRUST ETF 1.9%
Value ($000) $18 Shares 292,677 Est. Cost $30.45 Unrealized
JPM JPMORGAN CHASE 1.7%
Value ($000) $16 Shares 55,356 Est. Cost $215.36 Unrealized +17.3%
SYK STRYKER 1.6%
Value ($000) $15 Shares 37,890 Est. Cost $171.70 Unrealized +116.4%
AMAT APPLIED MATERIALS 1.5%
Value ($000) $15 Shares 81,498 Est. Cost $132.81 Unrealized +18.5%
IDA IDACORP 1.5%
Value ($000) $14 Shares 125,257 Est. Cost $65.75 Unrealized +76.2%
KR KROGER 1.5%
Value ($000) $14 Shares 199,090 Est. Cost $43.94 Unrealized +55.2%
VRTX VERTEX PHARMACEUTICALS 1.4%
Value ($000) $13 Shares 30,070 Est. Cost $238.68 Unrealized +93.1%
NVDA NVIDIA 1.4%
Value ($000) $13 Shares 83,632 Est. Cost $123.68 Unrealized +1.7%
CRM SALESFORCE 1.3%
Value ($000) $13 Shares 47,175 Est. Cost $229.87 Unrealized +15.7%
HUBB HUBBELL 1.3%
Value ($000) $12 Shares 29,973 Est. Cost $325.82 Unrealized +12.8%
SPY SPDR S&P 500 EQUITY ETF 1.3%
Value ($000) $12 Shares 19,588 Est. Cost $341.36 Unrealized
NVT NVENT ELECTRIC 1.2%
Value ($000) $12 Shares 158,318 Est. Cost $56.05 Unrealized +8.8%
EOG EOG RESOURCES 1.1%
Value ($000) $11 Shares 88,118 Est. Cost $120.40 Unrealized -6.9%
ISHARES MSCI INTERNATIONAL QUA 1.1%
Value ($000) $10 Shares 239,889 Est. Cost $2.77 Unrealized
UBER UBER 1.0%
Value ($000) $10 Shares 106,727 Est. Cost $82.32 Unrealized 0.0%
PANW PALO ALTO NETWORKS 1.0%
Value ($000) $10 Shares 47,526 Est. Cost $173.46 Unrealized +7.1%
FTNT FORTINET 1.0%
Value ($000) $10 Shares 90,057 Est. Cost $64.78 Unrealized +55.8%
AMGN AMGEN 0.9%
Value ($000) $9 Shares 30,621 Est. Cost $129.99 Unrealized +113.7%
DLR DIGITAL REALTY TRUST 0.8%
Value ($000) $8 Shares 46,664 Est. Cost $86.71 Unrealized +84.7%
PFE PFIZER 0.8%
Value ($000) $8 Shares 321,855 Est. Cost $29.22 Unrealized -23.5%
WM WASTE MANAGEMENT 0.7%
Value ($000) $7 Shares 30,758 Est. Cost $56.80 Unrealized +304.3%
CVX CHEVRON 0.7%
Value ($000) $7 Shares 48,788 Est. Cost $127.32 Unrealized +7.6%
DGRS WISDOMTREE US SMALLCAP DIV GRO 0.7%
Value ($000) $6 Shares 139,379 Est. Cost $16.46 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS 0.7%
Value ($000) $6 Shares 100,599 Est. Cost $0.06 Unrealized
ICLR ICON 0.6%
Value ($000) $6 Shares 40,603 Est. Cost $134.19 Unrealized +5.7%
MO ALTRIA GROUP 0.5%
Value ($000) $5 Shares 85,919 Est. Cost $27.42 Unrealized +104.0%
LMT LOCKHEED MARTIN 0.5%
Value ($000) $5 Shares 10,650 Est. Cost $325.03 Unrealized +41.2%
DIS WALT DISNEY 0.5%
Value ($000) $5 Shares 38,500 Est. Cost $98.56 Unrealized +4.3%
IXUS ISHARES CORE INTERNATIONAL STO 0.5%
Value ($000) $5 Shares 58,436 Est. Cost $52.54 Unrealized
SPTM SPDR PORTFOLIO TOTAL EQUITY MA 0.5%
Value ($000) $5 Shares 60,298 Est. Cost $37.02 Unrealized
PM PHILIP MORRIS 0.5%
Value ($000) $4 Shares 24,566 Est. Cost $66.39 Unrealized +152.1%
SBUX STARBUCKS 0.5%
Value ($000) $4 Shares 47,885 Est. Cost $100.20 Unrealized -15.0%
O REALTY INCOME 0.5%
Value ($000) $4 Shares 75,602 Est. Cost $56.48 Unrealized -3.6%
ABT ABBOTT LABS 0.4%
Value ($000) $4 Shares 29,653 Est. Cost $44.72 Unrealized +192.0%
SCHD SCHWAB US DIVIDEND EQ ETF 0.4%
Value ($000) $4 Shares 141,025 Est. Cost $0.04 Unrealized
PEP PEPSICO 0.4%
Value ($000) $4 Shares 26,543 Est. Cost $116.73 Unrealized +12.3%
IBM INTERNATIONAL BUSINESS MACHINE 0.4%
Value ($000) $3 Shares 11,700 Est. Cost $121.02 Unrealized +109.7%
DHS WISDOMTREE HIGH DIVIDEND ETF 0.3%
Value ($000) $3 Shares 33,667 Est. Cost $64.33 Unrealized
HSY HERSHEY 0.3%
Value ($000) $3 Shares 18,625 Est. Cost $122.64 Unrealized +31.8%
SYY SYSCO 0.3%
Value ($000) $3 Shares 40,633 Est. Cost $42.91 Unrealized +65.7%
XLK TECHNOLOGY SECTOR SPDR ETF 0.2%
Value ($000) $2 Shares 9,374 Est. Cost $101.46 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $2 Shares 4,685 Est. Cost $150.41 Unrealized +237.7%
GLD SPDR GOLD TRUST ETF 0.2%
Value ($000) $2 Shares 7,325 Est. Cost $70.25 Unrealized
KO COCA-COLA 0.2%
Value ($000) $2 Shares 28,182 Est. Cost $32.48 Unrealized +114.9%
GOOG ALPHABET CL C 0.2%
Value ($000) $2 Shares 11,072 Est. Cost $108.14 Unrealized +52.4%
CASY CASEYS GENERAL STORES 0.2%
Value ($000) $2 Shares 3,780 Est. Cost $56.07 Unrealized +719.1%
CMA COMERICA 0.2%
Value ($000) $2 Shares 29,307 Est. Cost $41.97 Unrealized +29.2%
NEE NEXTERA ENERGY 0.2%
Value ($000) $2 Shares 22,192 Est. Cost $54.66 Unrealized +24.6%
TD TORONTO-DOMINION BANK 0.1%
Value ($000) $1 Shares 18,456 Est. Cost $52.46 Unrealized +24.4%
AMT AMERICAN TOWER 0.1%
Value ($000) $1 Shares 5,995 Est. Cost $152.11 Unrealized +38.3%
T AT&T 0.1%
Value ($000) $1 Shares 45,324 Est. Cost $20.02 Unrealized +34.7%
MDT MEDTRONIC 0.1%
Value ($000) $1 Shares 14,901 Est. Cost $100.84 Unrealized -17.2%
AMZN AMAZON.COM 0.1%
Value ($000) $1 Shares 5,513 Est. Cost $136.09 Unrealized +45.4%
CTAS CINTAS 0.1%
Value ($000) $1 Shares 5,238 Est. Cost $161.04 Unrealized +32.9%
ORCL ORACLE 0.1%
Value ($000) $1 Shares 5,261 Est. Cost $55.07 Unrealized +192.0%
XLV SPDR HEALTH CARE SECTOR ETF 0.1%
Value ($000) $1 Shares 8,434 Est. Cost $92.17 Unrealized
RTX RTX CORP 0.1%
Value ($000) $1 Shares 7,677 Est. Cost $59.93 Unrealized +119.9%
PHYS SPROTT PHYSICAL GOLD TRUST 0.1%
Value ($000) $1 Shares 43,675 Est. Cost $9.61 Unrealized
DE DEERE 0.1%
Value ($000) $1 Shares 2,175 Est. Cost $396.14 Unrealized +22.4%
MMM 3M 0.1%
Value ($000) $1 Shares 6,872 Est. Cost $107.63 Unrealized +31.2%
IJH ISHARES S&P MID-CAP EQUITY ETF 0.1%
Value ($000) $1 Shares 16,257 Est. Cost $16.60 Unrealized
MRK MERCK 0.1%
Value ($000) $1 Shares 12,192 Est. Cost $51.54 Unrealized +50.2%
MCD MCDONALDS 0.1%
Value ($000) $1 Shares 3,232 Est. Cost $137.66 Unrealized +120.5%
FISV FISERV INC 0.1%
Value ($000) $1 Shares 5,250 Est. Cost $52.92 Unrealized +242.7%
CAT CATERPILLAR 0.1%
Value ($000) $1 Shares 2,246 Est. Cost $230.07 Unrealized +43.8%
TRV TRAVELERS 0.1%
Value ($000) $1 Shares 3,251 Est. Cost $72.91 Unrealized +257.6%
YUM YUM BRANDS 0.1%
Value ($000) $1 Shares 5,787 Est. Cost $125.43 Unrealized +14.9%
UNH UNITEDHEALTH GROUP 0.1%
Value ($000) $1 Shares 2,747 Est. Cost $183.51 Unrealized +104.3%
BAC BANK OF AMERICA 0.1%
Value ($000) $1 Shares 18,033 Est. Cost $24.75 Unrealized +67.5%
SMH VANECK VECTORS SEMICONDUCTOR E 0.1%
Value ($000) $1 Shares 2,965 Est. Cost $128.59 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION 0.1%
Value ($000) $1 Shares 4,024 Est. Cost $54.72 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $1 Shares 2,559 Est. Cost $222.04 Unrealized +36.2%
V VISA CL A 0.1%
Value ($000) $1 Shares 2,118 Est. Cost $208.63 Unrealized +66.3%
DG DOLLAR GENERAL 0.1%
Value ($000) $1 Shares 6,510 Est. Cost $98.12 Unrealized 0.0%
IJR ISHARES S&P SMALLCAP 600 INDEX 0.1%
Value ($000) $1 Shares 6,717 Est. Cost $0.11 Unrealized
BRK/A BERKSHIRE HATHAWAY CL A 0.1%
Value ($000) $1 Shares 1 Est. Cost $230816.08 Unrealized +230.0%
XNTK SPDR NYSE TECHNOLOGY EQUITY ET 0.1%
Value ($000) $1 Shares 2,799 Est. Cost $0.22 Unrealized
CNI CANADIAN NATIONAL RAILWAY 0.1%
Value ($000) $1 Shares 6,300 Est. Cost $41.86 Unrealized +140.4%
COST COSTCO WHOLESALE 0.1%
Value ($000) $1 Shares 650 Est. Cost $695.07 Unrealized +42.5%
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $1 Shares 13,774 Est. Cost $41.08 Unrealized +14.9%
KMB KIMBERLY CLARK 0.1%
Value ($000) $1 Shares 4,821 Est. Cost $115.28 Unrealized +14.3%
IWF ISHARES RUSSELL 1000 GROWTH IN 0.1%
Value ($000) $1 Shares 1,465 Est. Cost $146.76 Unrealized
NEM NEWMONT 0.1%
Value ($000) $1 Shares 10,665 Est. Cost $52.90 Unrealized 0.0%
SPDW SPDR PORTFOLIO DEVELOPED WORLD 0.1%
Value ($000) $1 Shares 15,100 Est. Cost $0.03 Unrealized
PNC PNC FINANCIAL 0.1%
Value ($000) $1 Shares 3,267 Est. Cost $80.52 Unrealized +106.1%
MCK MCKESSON 0.1%
Value ($000) $1 Shares 819 Est. Cost $703.74 Unrealized 0.0%
EQT EQT 0.1%
Value ($000) $1 Shares 10,214 Est. Cost $50.54 Unrealized +6.0%
ETN EATON 0.1%
Value ($000) $1 Shares 1,643 Est. Cost $160.25 Unrealized +91.4%
VRSN VERISIGN 0.1%
Value ($000) $1 Shares 2,011 Est. Cost $268.94 Unrealized 0.0%
NOBL PROSHARES S&P 500 DIVIDEND ARI 0.1%
Value ($000) $1 Shares 5,635 Est. Cost $84.50 Unrealized
IVV ISHARES S&P 500 INDEX ETF 0.1%
Value ($000) $1 Shares 903 Est. Cost $221.29 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $1 Shares 4,645 Est. Cost $54.81 Unrealized +99.7%
ROL ROLLINS 0.1%
Value ($000) $1 Shares 9,380 Est. Cost $55.70 Unrealized 0.0%
META META PLATFORMS 0.1%
Value ($000) $1 Shares 716 Est. Cost $283.88 Unrealized +117.2%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $1 Shares 12,015 Est. Cost $35.33 Unrealized +18.4%
AZN ASTRAZENECA ADR 0.1%
Value ($000) $1 Shares 7,411 Est. Cost $38.34 Unrealized
INTC INTEL 0.1%
Value ($000) $1 Shares 23,006 Est. Cost $24.13 Unrealized -14.1%
VWO VANGUARD FTSE EMERGING MARKETS 0.1%
Value ($000) $1 Shares 10,274 Est. Cost $40.24 Unrealized
SRE SEMPRA ENERGY 0.1%
Value ($000) $1 Shares 6,677 Est. Cost $58.74 Unrealized +23.6%
DUK DUKE ENERGY 0.1%
Value ($000) $1 Shares 4,278 Est. Cost $53.44 Unrealized +116.0%
ED CONSOLIDATED EDISON 0.1%
Value ($000) $1 Shares 4,992 Est. Cost $103.69 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC 0.0%
Value ($000) $0 Shares 1,164 Est. Cost $123.28 Unrealized +238.3%
NUE NUCOR 0.0%
Value ($000) $0 Shares 3,600 Est. Cost $115.51 Unrealized 0.0%
WMT WALMART 0.0%
Value ($000) $0 Shares 4,539 Est. Cost $49.82 Unrealized +90.2%
XLY SPDR CONSUMER DISCRETIONARY ET 0.0%
Value ($000) $0 Shares 1,843 Est. Cost $139.40 Unrealized
MA MASTERCARD 0.0%
Value ($000) $0 Shares 713 Est. Cost $326.44 Unrealized +68.9%
CLX CLOROX 0.0%
Value ($000) $0 Shares 3,171 Est. Cost $104.08 Unrealized +25.3%
FAST FASTENAL 0.0%
Value ($000) $0 Shares 9,000 Est. Cost $34.40 Unrealized +16.6%
SPGI S&P GLOBAL 0.0%
Value ($000) $0 Shares 707 Est. Cost $431.52 Unrealized +15.1%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $0 Shares 818 Est. Cost $0.37 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $0 Shares 578 Est. Cost $0.50 Unrealized
GIS GENERAL MILLS 0.0%
Value ($000) $0 Shares 6,326 Est. Cost $53.25 Unrealized +1.0%
APD AIR PRODUCTS & CHEMICALS 0.0%
Value ($000) $0 Shares 1,132 Est. Cost $174.95 Unrealized +53.3%
CL COLGATE PALMOLIVE 0.0%
Value ($000) $0 Shares 3,184 Est. Cost $56.80 Unrealized +58.5%
KELLOGG 0.0%
Value ($000) $0 Shares 3,600 Est. Cost $48.00 Unrealized +67.0%
CDNS CADENCE DESIGN SYSTEMS 0.0%
Value ($000) $0 Shares 925 Est. Cost $290.70 Unrealized +0.0%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $0 Shares 2,864 Est. Cost $40.17 Unrealized +143.5%
ADBE ADOBE 0.0%
Value ($000) $0 Shares 698 Est. Cost $484.22 Unrealized -20.4%
BLACKROCK 0.0%
Value ($000) $0 Shares 250 Est. Cost $1.03 Unrealized
TJX TJX 0.0%
Value ($000) $0 Shares 2,068 Est. Cost $117.72 Unrealized +6.9%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $0 Shares 1,168 Est. Cost $193.15 Unrealized -9.8%
GNTX GENTEX 0.0%
Value ($000) $0 Shares 11,050 Est. Cost $28.18 Unrealized -22.4%
DTH WISDOMTREE INTERNATIONAL DIVID 0.0%
Value ($000) $0 Shares 5,205 Est. Cost $40.43 Unrealized
TT TRANE 0.0%
Value ($000) $0 Shares 550 Est. Cost $392.99 Unrealized 0.0%
BF/B BROWN-FORMAN CL B 0.0%
Value ($000) $0 Shares 8,905 Est. Cost $59.73 Unrealized -47.4%
EES WISDOMTREE SMALLCAP EARNINGS E 0.0%
Value ($000) $0 Shares 4,326 Est. Cost $0.04 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $0 Shares 720 Est. Cost $0.30 Unrealized
USMV ISHARES MSCI USA MINIMUM VOLAT 0.0%
Value ($000) $0 Shares 2,280 Est. Cost $0.09 Unrealized
NSC NORFOLK SOUTHERN 0.0%
Value ($000) $0 Shares 835 Est. Cost $233.06 Unrealized 0.0%
GD GENERAL DYNAMICS 0.0%
Value ($000) $0 Shares 725 Est. Cost $272.45 Unrealized 0.0%
PH PARKER-HANNIFIN 0.0%
Value ($000) $0 Shares 299 Est. Cost $628.26 Unrealized 0.0%
DVY ISHARES DIVIDEND EQUITY ETF 0.0%
Value ($000) $0 Shares 1,516 Est. Cost $0.13 Unrealized
ATOSSA THERAPEUTICS 0.0%
Value ($000) $0 Shares 21,000 Est. Cost $0.00 Unrealized
VXRT VAXART 0.0%
Value ($000) $0 Shares 25,000 Est. Cost $0.81 Unrealized -46.4%
OMZNF ORISKO METALS 0.0%
Value ($000) $0 Shares 16,600 Est. Cost $0.30 Unrealized 0.0%
FRBKQ REPUBLIC FIRST BANCORP 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.12 Unrealized -99.8%
IGPG GNIS PETROLEUM 0.0%
Value ($000) $0 Shares 22,000 Est. Cost $0.00 Unrealized -74.7%
ECCI ECOLOCLEAN INDUSTRIES 0.0%
Value ($000) $0 Shares 26,300 Est. Cost $0.00 Unrealized -90.0%
WEBB INTERACT SERVICES 0.0%
Value ($000) $0 Shares 303,575 Est. Cost $0.00 Unrealized