Lvm Capital Management Ltd/Mi Top Holdings and 13F Report (2025) About Lvm Capital Management Ltd/MiInvestment ActivityLvm Capital Management Ltd/Mi has $929.85 thousand in total holdings as of December 31, 2024.Lvm Capital Management Ltd/Mi owns shares of 155 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 13.90% of the portfolio was purchased this quarter.About 4.39% of the portfolio was sold this quarter.This quarter, Lvm Capital Management Ltd/Mi has purchased 141 new stocks and bought additional shares in 46 stocks.Lvm Capital Management Ltd/Mi sold shares of 68 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $98,786Broadcom $78,351Microsoft $75,091Eli Lilly and Company $37,490Procter & Gamble $30,562 Largest New Holdings this Quarter Broadcom $78,351 HoldingiShares MSCI Emerging Markets ex China ETF $4,576 HoldingUnited Airlines $1,030 HoldingONEOK $679 HoldingZebra Technologies $643 Holding Largest Purchases this Quarter Broadcom 337,954 shares (about $78.35K)Eli Lilly and Company 11,534 shares (about $8.90K)iShares MSCI Intl Quality Factor ETF 189,273 shares (about $7.03K)EOG Resources 46,991 shares (about $5.76K)Palo Alto Networks 27,023 shares (about $4.92K) Largest Sales this Quarter Hershey 38,435 shares (about $6.51K)Chevron 40,568 shares (about $5.88K)Amgen 19,490 shares (about $5.08K)Apple 10,025 shares (about $2.51K)Starbucks 25,165 shares (about $2.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLvm Capital Management Ltd/Mi Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$98,786$2,510 ▼-2.5%394,48210.6%Computer and TechnologyAVGOBroadcom$78,351$78,351 ▲New Holding337,9548.4%Computer and TechnologyMSFTMicrosoft$75,091$779 ▼-1.0%178,1528.1%Computer and TechnologyLLYEli Lilly and Company$37,490$8,904 ▲31.1%48,5624.0%MedicalPGProcter & Gamble$30,562$39 ▼-0.1%182,2993.3%Consumer StaplesABBVAbbVie$29,014$1,225 ▲4.4%163,2733.1%MedicalXOMExxon Mobil$26,607$462 ▲1.8%247,3482.9%Oils/EnergyGOOGLAlphabet$26,119$270 ▼-1.0%137,9782.8%Computer and TechnologyAXPAmerican Express$25,626$759 ▲3.1%86,3442.8%FinanceMSMorgan Stanley$24,642$104 ▼-0.4%196,0092.7%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$23,729$8 ▼0.0%293,2022.6%ManufacturingCSCOCisco Systems$23,602$460 ▼-1.9%398,6752.5%Computer and TechnologyHDHome Depot$22,007$977 ▼-4.3%56,5762.4%Retail/WholesaleJNJJohnson & Johnson$21,632$243 ▼-1.1%149,5792.3%MedicalLMTLockheed Martin$16,698$404 ▲2.5%34,3631.8%AerospaceCRMSalesforce$15,468$504 ▲3.4%46,2661.7%Computer and TechnologyNOCNorthrop Grumman$15,300$690 ▲4.7%32,6021.6%AerospaceIAUiShares Gold Trust$14,379$260 ▲1.8%290,4311.5%FinanceSYKStryker$13,416$199 ▼-1.5%37,2601.4%MedicalAMATApplied Materials$13,209$308 ▲2.4%81,2201.4%Computer and TechnologyIDAIDACORP$13,195$46 ▼-0.3%120,7421.4%UtilitiesKRKroger$12,931$654 ▼-4.8%211,4711.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$12,631$513 ▼-3.9%21,5521.4%FinanceICLRICON Public$12,313$29 ▼-0.2%58,7171.3%MedicalVRTXVertex Pharmaceuticals$12,235$149 ▲1.2%30,3831.3%MedicalHUBBHubbell$11,522$409 ▲3.7%27,5061.2%Industrial ProductsAMGNAmgen$10,600$5,080 ▼-32.4%40,6711.1%MedicalNVTnVent Electric$10,307$774 ▲8.1%151,2211.1%Computer and TechnologyEOGEOG Resources$10,022$5,760 ▲135.1%81,7621.1%Oils/EnergyCVXChevron$8,866$5,876 ▼-39.9%61,2101.0%Oils/EnergyDLRDigital Realty Trust$8,623$270 ▼-3.0%48,6250.9%FinanceFTNTFortinet$8,487$823 ▲10.7%89,8270.9%Computer and TechnologyPANWPalo Alto Networks$8,278$4,917 ▲146.3%45,4930.9%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$8,010$7,026 ▲714.1%215,7780.9%ETFPFEPfizer$7,642$1,235 ▼-13.9%288,0490.8%MedicalDGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund$6,918$374 ▲5.7%135,0350.7%ManufacturingWMWaste Management$6,207$34 ▲0.5%30,7580.7%Business ServicesSBUXStarbucks$4,954$2,296 ▼-31.7%54,2900.5%Retail/WholesaleMOAltria Group$4,675$188 ▼-3.9%89,4140.5%Consumer StaplesEMXCiShares MSCI Emerging Markets ex China ETF$4,576$4,576 ▲New Holding82,5160.5%ManufacturingORealty Income$4,382$991 ▼-18.5%82,0420.5%FinanceIXUSiShares Core MSCI Total International Stock ETF$4,251$175 ▲4.3%64,2660.5%ManufacturingSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$4,232$248 ▼-5.5%59,2430.5%ETFPEPPepsiCo$4,210$5 ▼-0.1%27,6830.5%Consumer StaplesDHSWisdomTree U.S. High Dividend Fund$4,129$178 ▼-4.1%44,2290.4%FinanceDISWalt Disney$4,089$475 ▼-10.4%36,7210.4%Consumer DiscretionaryHSYHershey$3,779$6,509 ▼-63.3%22,3150.4%Consumer StaplesABTAbbott Laboratories$3,561$193 ▼-5.1%31,4790.4%MedicalSCHDSchwab US Dividend Equity ETF$3,361$2,269 ▲207.6%123,0360.4%ETFSYYSysco$3,111$212 ▼-6.4%40,6830.3%Consumer StaplesPMPhilip Morris International$3,022$11 ▼-0.4%25,1110.3%Consumer StaplesJPMJPMorgan Chase & Co.$3,016$6 ▲0.2%12,5840.3%FinanceIBMInternational Business Machines$2,634$149 ▲6.0%11,9820.3%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,260$84 ▼-3.6%9,7200.2%ETFGOOGAlphabet$2,109$2 ▲0.1%11,0720.2%Computer and TechnologyBRK.BBerkshire Hathaway$2,090$2 ▼-0.1%4,6100.2%FinanceCMAComerica$1,813$309 ▼-14.6%29,3070.2%FinanceKOCoca-Cola$1,773$6 ▼-0.3%28,4710.2%Consumer StaplesNEENextEra Energy$1,591$16 ▲1.0%22,1920.2%UtilitiesCASYCasey's General Stores$1,5410.0%3,8900.2%Retail/WholesaleGLDSPDR Gold Shares$1,531$48 ▲3.3%6,3250.2%FinanceTDToronto-Dominion Bank$1,447$618 ▼-29.9%27,1810.2%FinanceMDTMedtronic$1,446$1,105 ▼-43.3%18,1030.2%MedicalUNHUnitedHealth Group$1,395$30 ▲2.2%2,7580.2%MedicalMRKMerck & Co., Inc.$1,281$43 ▼-3.2%12,8800.1%MedicalAMZNAmazon.com$1,267$178 ▲16.4%5,7760.1%Retail/WholesaleFIFiserv$1,1090.0%5,4000.1%Business ServicesIJHiShares Core S&P Mid-Cap ETF$1,061$27 ▼-2.5%17,0320.1%ETFXLVHealth Care Select Sector SPDR Fund$1,049$88 ▲9.1%7,6220.1%ETFUALUnited Airlines$1,030$1,030 ▲New Holding10,6050.1%TransportationCTASCintas$1,002$747 ▲292.7%5,4820.1%Business ServicesNVDANVIDIA$997$174 ▼-14.9%7,4250.1%Computer and TechnologyDEDeere & Company$988$98 ▲11.0%2,3320.1%Industrial ProductsMCDMcDonald's$964$75 ▼-7.2%3,3250.1%Retail/WholesaleCATCaterpillar$926$191 ▲26.0%2,5520.1%Industrial ProductsMMM3M$905$56 ▼-5.9%7,0090.1%Multi-Sector ConglomeratesRTXRTX$894$65 ▼-6.8%7,7270.1%AerospaceORCLOracle$885$70 ▼-7.4%5,3110.1%Computer and TechnologySPROTT PHYSICAL GOLD TRUST$8800.0%43,6750.1%COMBACBank of America$815$9 ▼-1.1%18,5330.1%FinanceNOBLProShares S&P 500 Aristocrats ETF$798$100 ▼-11.1%8,0150.1%ETFBMYBristol-Myers Squibb$795$29 ▲3.7%14,0540.1%MedicalVIGVanguard Dividend Appreciation ETF$788$4 ▼-0.5%4,0240.1%ETFTRVTravelers Companies$784$28 ▼-3.5%3,2560.1%FinanceIJRiShares Core S&P Small-Cap ETF$7840.0%6,8030.1%ETFSMHVanEck Semiconductor ETF$7570.0%3,1250.1%ManufacturingADPAutomatic Data Processing$7490.0%2,5590.1%Business ServicesAMTAmerican Tower$712$9 ▼-1.3%3,8820.1%FinanceTAT&T$693$757 ▼-52.2%30,4240.1%Computer and TechnologyBRK.ABerkshire Hathaway$6810.0%10.1%FinanceOKEONEOK$679$679 ▲New Holding6,7650.1%Oils/EnergyVVisa$677$56 ▲8.9%2,1430.1%Business ServicesKMBKimberly-Clark$646$66 ▲11.4%4,9290.1%Consumer StaplesZBRAZebra Technologies$643$643 ▲New Holding1,6650.1%Industrial ProductsCNICanadian National Railway$6400.0%6,3000.1%TransportationPNCThe PNC Financial Services Group$630$79 ▼-11.2%3,2670.1%FinanceNRGNRG Energy$616$616 ▲New Holding6,8230.1%UtilitiesTMOThermo Fisher Scientific$606$2 ▲0.3%1,1640.1%MedicalTGTTarget$595$595 ▲New Holding4,4040.1%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$588$49 ▼-7.7%1,4650.1%ETFShowing largest 100 holdings. 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