Lvm Capital Management Ltd/Mi Top Holdings and 13F Report (2025)

About Lvm Capital Management Ltd/Mi

Investment Activity

Lvm Capital Management Ltd/Mi has $898.11 thousand in total holdings as of March 31, 2025.
Lvm Capital Management Ltd/Mi owns shares of 151 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
Approximately 3.34% of the portfolio was purchased this quarter.
About 3.12% of the portfolio was sold this quarter.
This quarter, Lvm Capital Management Ltd/Mi has purchased 155 new stocks and bought additional shares in 30 stocks.
Lvm Capital Management Ltd/Mi sold shares of 60 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Apple: $86,833
Microsoft: $66,769
Broadcom: $46,703
Eli Lilly and Company: $40,940
AbbVie: $34,807

Largest New Holdings this Quarter

26884L109 - EQT: $708 Holding
90384S303 - Ulta Beauty: $601 Holding
302491303 - FMC: $554 Holding
880770102 - Teradyne: $414 Holding
025537101 - American Electric Power: $222 Holding

Largest Purchases this Quarter

JPMorgan Chase & Co.: 40,769 shares (about $10.00K)
NVIDIA: 73,988 shares (about $8.02K)
Alphabet: 5,407 shares (about $836.14)
Eli Lilly and Company: 1,008 shares (about $832.51)
3M: 4,835 shares (about $709.90)

Largest Sales this Quarter

Broadcom: 59,015 shares (about $9.88K)
Amgen: 9,700 shares (about $3.02K)
Chevron: 9,607 shares (about $1.61K)
Home Depot: 2,252 shares (about $825.33)
Apple: 3,569 shares (about $792.78)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$86,833	$793 ▼	-0.9%	390,913	9.7%	Computer and Technology
MSFT Microsoft	$66,769	$108 ▼	-0.2%	177,865	7.4%	Computer and Technology
AVGO Broadcom	$46,703	$9,881 ▼	-17.5%	278,939	5.2%	Computer and Technology
LLY Eli Lilly and Company	$40,940	$833 ▲	2.1%	49,570	4.6%	Medical
ABBV AbbVie	$34,807	$598 ▲	1.7%	166,127	3.9%	Medical
PG Procter & Gamble	$31,033	$34 ▼	-0.1%	182,099	3.5%	Consumer Staples
XOM Exxon Mobil	$29,536	$119 ▲	0.4%	248,349	3.3%	Energy
JNJ Johnson & Johnson	$24,574	$232 ▼	-0.9%	148,179	2.7%	Medical
CSCO Cisco Systems	$24,437	$166 ▼	-0.7%	395,991	2.7%	Computer and Technology
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$23,643	$228 ▲	1.0%	296,053	2.6%	Manufacturing
AXP American Express	$23,179	$52 ▼	-0.2%	86,151	2.6%	Finance
MS Morgan Stanley	$23,004	$136 ▲	0.6%	197,173	2.6%	Finance
GOOGL Alphabet	$22,173	$836 ▲	3.9%	143,385	2.5%	Computer and Technology
HD Home Depot	$19,909	$825 ▼	-4.0%	54,324	2.2%	Retail/Wholesale
IAU iShares Gold Trust	$17,324	$200 ▲	1.2%	293,826	1.9%	Finance
NOC Northrop Grumman	$17,023	$331 ▲	2.0%	33,248	1.9%	Aerospace
LMT Lockheed Martin	$15,139	$211 ▼	-1.4%	33,890	1.7%	Aerospace
VRTX Vertex Pharmaceuticals	$14,502	$228 ▼	-1.5%	29,913	1.6%	Medical
IDA IDACORP	$14,293	$260 ▲	1.9%	122,982	1.6%	Utilities
KR Kroger	$13,967	$347 ▼	-2.4%	206,341	1.6%	Retail/Wholesale
SYK Stryker	$13,846	$24 ▼	-0.2%	37,195	1.5%	Medical
JPM JPMorgan Chase & Co.	$13,087	$10,000 ▲	324.0%	53,353	1.5%	Finance
CRM Salesforce	$12,527	$111 ▲	0.9%	46,681	1.4%	Computer and Technology
AMAT Applied Materials	$11,891	$104 ▲	0.9%	81,938	1.3%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$11,872	$185 ▼	-1.5%	21,222	1.3%	Finance
EOG EOG Resources	$11,156	$671 ▲	6.4%	86,992	1.2%	Energy
ICLR ICON Public	$9,922	$353 ▼	-3.4%	56,699	1.1%	Medical
HUBB Hubbell	$9,760	$658 ▲	7.2%	29,495	1.1%	Industrials
AMGN Amgen	$9,649	$3,022 ▼	-23.8%	30,971	1.1%	Medical
IQLT iShares MSCI Intl Quality Factor ETF	$8,900	$336 ▲	3.9%	224,235	1.0%	ETF
NVDA NVIDIA	$8,824	$8,019 ▲	996.5%	81,413	1.0%	Computer and Technology
CVX Chevron	$8,633	$1,607 ▼	-15.7%	51,603	1.0%	Energy
FTNT Fortinet	$8,588	$59 ▼	-0.7%	89,214	1.0%	Computer and Technology
NVT nVent Electric	$8,298	$371 ▲	4.7%	158,290	0.9%	Computer and Technology
PANW Palo Alto Networks	$8,027	$264 ▲	3.4%	47,043	0.9%	Computer and Technology
PFE Pfizer	$7,939	$639 ▲	8.8%	313,284	0.9%	Medical
WM Waste Management	$7,121		0.0%	30,758	0.8%	Business Services
DLR Digital Realty Trust	$6,791	$177 ▼	-2.5%	47,393	0.8%	Finance
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund	$6,339	$60 ▲	0.9%	136,317	0.7%	Manufacturing
MO Altria Group	$5,233	$133 ▼	-2.5%	87,194	0.6%	Consumer Staples
SBUX Starbucks	$5,029	$296 ▼	-5.6%	51,270	0.6%	Retail/Wholesale
EMXC iShares MSCI Emerging Markets ex China ETF	$4,953	$407 ▲	8.9%	89,900	0.6%	Manufacturing
O Realty Income	$4,424	$335 ▼	-7.0%	76,265	0.5%	Finance
IXUS iShares Core MSCI Total International Stock ETF	$4,154	$332 ▼	-7.4%	59,511	0.5%	Manufacturing
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$4,143	$114 ▲	2.8%	60,923	0.5%	ETF
PEP PepsiCo	$4,038	$112 ▼	-2.7%	26,933	0.4%	Consumer Staples
ABT Abbott Laboratories	$3,997	$179 ▼	-4.3%	30,132	0.4%	Medical
DHS WisdomTree U.S. High Dividend Fund	$3,940	$446 ▼	-10.2%	39,735	0.4%	Finance
PM Philip Morris International	$3,907	$79 ▼	-2.0%	24,611	0.4%	Consumer Staples
DIS Walt Disney	$3,755	$131 ▲	3.6%	38,044	0.4%	Consumer Discretionary
SCHD Schwab US Dividend Equity ETF	$3,568	$128 ▲	3.7%	127,606	0.4%	ETF
HSY Hershey	$3,303	$513 ▼	-13.4%	19,315	0.4%	Consumer Staples
SYY Sysco	$3,053		0.0%	40,683	0.3%	Consumer Staples
IBM International Business Machines	$2,909	$70 ▼	-2.4%	11,700	0.3%	Computer and Technology
BRK.B Berkshire Hathaway	$2,455		0.0%	4,610	0.3%	Finance
KO Coca-Cola	$2,039	$0 ▼	0.0%	28,470	0.2%	Consumer Staples
XLK Technology Select Sector SPDR Fund	$1,936	$71 ▼	-3.5%	9,376	0.2%	ETF
GLD SPDR Gold Shares	$1,822		0.0%	6,325	0.2%	Finance
MMM 3M	$1,739	$710 ▲	69.0%	11,844	0.2%	Multi-Sector Conglomerates
CMA Comerica	$1,731		0.0%	29,307	0.2%	Finance
GOOG Alphabet	$1,730		0.0%	11,072	0.2%	Computer and Technology
CASY Casey's General Stores	$1,688		0.0%	3,890	0.2%	Retail/Wholesale
NEE NextEra Energy	$1,573		0.0%	22,192	0.2%	Utilities
UNH UnitedHealth Group	$1,445		0.0%	2,758	0.2%	Medical
MDT Medtronic	$1,375	$252 ▼	-15.5%	15,301	0.2%	Medical
TD Toronto-Dominion Bank	$1,216	$414 ▼	-25.4%	20,281	0.1%	Finance
FI Fiserv	$1,192		0.0%	5,400	0.1%	Business Services
MRK Merck & Co., Inc.	$1,129	$27 ▼	-2.3%	12,580	0.1%	Medical
CTAS Cintas	$1,127		0.0%	5,482	0.1%	Business Services
XLV Health Care Select Sector SPDR Fund	$1,122	$9 ▲	0.9%	7,687	0.1%	ETF
AMZN Amazon.com	$1,079	$20 ▼	-1.8%	5,673	0.1%	Retail/Wholesale
SPROTT PHYSICAL GOLD TRUST	$1,051		0.0%	43,675	0.1%	COM
MCD McDonald's	$1,035	$3 ▼	-0.3%	3,315	0.1%	Retail/Wholesale
DE Deere & Company	$1,033	$62 ▼	-5.7%	2,200	0.1%	Industrials
RTX RTX	$1,024		0.0%	7,727	0.1%	Aerospace
IJH iShares Core S&P Mid-Cap ETF	$991	$3 ▼	-0.3%	16,982	0.1%	ETF
TRV Travelers Companies	$860	$1 ▼	-0.2%	3,251	0.1%	Finance
BMY Bristol-Myers Squibb	$848	$9 ▼	-1.1%	13,900	0.1%	Medical
NOBL ProShares S&P 500 Aristocrats ETF	$819		0.0%	8,015	0.1%	ETF
AMT American Tower	$801	$44 ▼	-5.2%	3,682	0.1%	Finance
BRK.A Berkshire Hathaway	$798		0.0%	1	0.1%	Finance
T AT&T	$796	$64 ▼	-7.5%	28,154	0.1%	Computer and Technology
ADP Automatic Data Processing	$782		0.0%	2,559	0.1%	Business Services
VIG Vanguard Dividend Appreciation ETF	$781		0.0%	4,024	0.1%	ETF
BAC Bank of America	$765	$8 ▼	-1.1%	18,333	0.1%	Finance
V Visa	$751		0.0%	2,143	0.1%	Business Services
CAT Caterpillar	$749	$93 ▼	-11.0%	2,271	0.1%	Industrials
ORCL Oracle	$736	$7 ▼	-0.9%	5,261	0.1%	Computer and Technology
EQT EQT	$708	$708 ▲	New Holding	13,249	0.1%	Energy
IJR iShares Core S&P Small-Cap ETF	$706	$5 ▼	-0.7%	6,753	0.1%	ETF
KMB Kimberly-Clark	$701		0.0%	4,929	0.1%	Consumer Staples
NRG NRG Energy	$674	$22 ▲	3.4%	7,058	0.1%	Utilities
SMH VanEck Semiconductor ETF	$653	$7 ▼	-1.1%	3,090	0.1%	Manufacturing
CNI Canadian National Railway	$614		0.0%	6,300	0.1%	Transportation
ULTA Ulta Beauty	$601	$601 ▲	New Holding	1,640	0.1%	Retail/Wholesale
MTD Mettler-Toledo International	$594	$113 ▲	23.6%	503	0.1%	Medical
TMO Thermo Fisher Scientific	$579		0.0%	1,164	0.1%	Medical
PSX Phillips 66	$574		0.0%	4,645	0.1%	Energy
PNC The PNC Financial Services Group	$574		0.0%	3,267	0.1%	Finance
COST Costco Wholesale	$558	$21 ▼	-3.6%	590	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Lvm Capital Management Ltd/Mi Top Holdings and 13F Report (2025)

About Lvm Capital Management Ltd/Mi

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Lvm Capital Management Ltd/Mi Top Holdings and 13F Report (2025)

About Lvm Capital Management Ltd/Mi

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLvm Capital Management Ltd/Mi

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools