LC

LVM CAPITAL MANAGEMENT LTD/MI

13F
LVM CAPITAL MANAGEMENT LTD/MI
Last update 2024-10-03 141 Stocks (0 new)
Value $879.00 Mil Turnover 0 %
Countries:
Top Holdings: AAPL(9.69%)MSFT(9.15%)AVGO(7.15%)LLY(3.81%)PG(3.42%)
Portfolio Report
Summary Stock Picks Current Portfolio
LVM CAPITAL MANAGEMENT LTD/MI Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
404,507
85200.000
0%
9.690
0%
0.000
+6.90%
+16.50%
3377630.649
Hardware
MSFT 		Microsoft Corp
180,001
80450.000
0%
9.150
0%
0.000
+4.32%
+10.02%
3059156.044
Software
AVGO 		Broadcom Inc
39,135
62830.000
-90.00%
7.150
-6.44%
0.000
+22.80%
+57.47%
812213.181
Semiconductors
LLY 		Eli Lilly and Co
37,028
33520.000
0%
3.810
0%
0.000
+4.12%
+38.95%
765205.408
Drug Manufacturers
PG 		Procter & Gamble Co
182,533
30100.000
0%
3.420
0%
0.010
-0.79%
+15.93%
390371.717
Consumer Packaged Goods
XOM 		Exxon Mobil Corp
243,049
27980.000
0%
3.180
0%
0.010
+4.49%
+22.04%
522840.446
Oil & Gas
ABBV 		AbbVie Inc
156,381
26820.000
0%
3.050
0%
0.010
+10.27%
+34.90%
356396.860
Drug Manufacturers
GOOGL 		Alphabet Inc
139,403
25390.000
0%
2.890
0%
0.000
+6.73%
+21.81%
2087029.120
Interactive Media
DGRW 		WisdomTree U.S. Dividend Growth Fund
293,297
22890.000
0%
2.600
0%
0.170
+9.14%
+17.89%
14668.593
 
JNJ 		Johnson & Johnson
151,260
22110.000
0%
2.520
0%
0.010
-1.05%
+3.40%
381247.098
Drug Manufacturers

LVM CAPITAL MANAGEMENT LTD/MI's Historical Top Holdings Breakdowns

LVM CAPITAL MANAGEMENT LTD/MI's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVGO 		Broadcom Inc2024-09-30Reduce
-6.44%
●
136.27 ($160.32) 178.09
$173.90
8.47%
Reduce -90%
39,135
-352,215
CTAS 		Cintas Corp2024-09-30Reduce
-0.08%
●
173.53 ($192.98) 207.77
$208.99
8.30%
Reduce -75%
1,396
-4,188
PANW 		Palo Alto Networks Inc2024-06-30New Buy
+0.71%
●
265.2 ($299.14) 340.82
$366.29
22.45%
New holding
18,470
18,470
FTNT 		Fortinet Inc2024-06-30New Buy
+0.56%
●
57.94 ($62.18) 71.32
$77.92
25.31%
New holding
81,120
81,120
TD 		The Toronto-Dominion Bank2024-06-30Reduce
-0.47%
●
53.85 ($56.62) 60.24
$55.68
-1.66%
Reduce -62.91%
38,791
-65,808
AVGO 		Broadcom Inc2024-06-30Reduce
-0.20%
●
120.47 ($140.14) 182.89
$173.90
24.09%
Reduce -3.18%
391,350
-1,287
MSFT 		Microsoft Corp2024-06-30Reduce
-0.19%
●
389.33 ($422.32) 452.85
$411.46
-2.57%
Reduce -2.08%
180,001
-3,816
AAPL 		Apple Inc2024-06-30Reduce
-0.18%
●
165 ($186.49) 216.67
$223.45
19.82%
Reduce -2.09%
404,507
-8,639
HUBB 		Hubbell Inc2024-06-30Add
+0.14%
●
365.48 ($392.21) 424.4
$439.64
12.09%
Add 14.08%
26,530
3,275
EMR 		Emerson Electric Co2024-06-30Sold Out
-0.12%
●
105.97 ($110.57) 115.59
$117.67
6.42%
Sold Out
0
-8,777

LVM CAPITAL MANAGEMENT LTD/MI Total Holding History ($B)

To

LVM CAPITAL MANAGEMENT LTD/MI's Asset Allocation

To

LVM CAPITAL MANAGEMENT LTD/MI Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LVM CAPITAL MANAGEMENT LTD/MI's Hypothetical Growth since 2024-09-30

LVM CAPITAL MANAGEMENT LTD/MI's Yearly Returns

Year Portfolio % % Excess Gain %

LVM CAPITAL MANAGEMENT LTD/MI's Holdings Heat Map

Size field:

LVM CAPITAL MANAGEMENT LTD/MI's Holdings Bubble Chart

LVM CAPITAL MANAGEMENT LTD/MI News

  • 1

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