Lvm Capital Management Ltd/Mi Top Holdings and 13F Report (2024)

About Lvm Capital Management Ltd/Mi

Investment Activity

Lvm Capital Management Ltd/Mi has $878.78 thousand in total holdings as of September 30, 2024.
Lvm Capital Management Ltd/Mi owns shares of 142 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
This quarter, Lvm Capital Management Ltd/Mi has purchased 142 new stocks and bought additional shares in 0 stocks.
Lvm Capital Management Ltd/Mi sold shares of 0 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple: $85,197
Microsoft: $80,451
Broadcom: $62,832
Eli Lilly and Company: $33,524
Procter & Gamble: $30,103

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$85,197	0.0%	404,507	9.7%	Computer and Technology
MSFT Microsoft	$80,451	0.0%	180,001	9.2%	Computer and Technology
AVGO Broadcom	$62,832	0.0%	39,135	7.1%	Computer and Technology
LLY Eli Lilly and Company	$33,524	0.0%	37,028	3.8%	Medical
PG Procter & Gamble	$30,103	0.0%	182,533	3.4%	Consumer Staples
XOM Exxon Mobil	$27,980	0.0%	243,049	3.2%	Oils/Energy
ABBV AbbVie	$26,822	0.0%	156,381	3.1%	Medical
GOOGL Alphabet	$25,392	0.0%	139,403	2.9%	Computer and Technology
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$22,892	0.0%	293,297	2.6%	Manufacturing
JNJ Johnson & Johnson	$22,108	0.0%	151,260	2.5%	Medical
HD Home Depot	$20,340	0.0%	59,088	2.3%	Retail/Wholesale
AXP American Express	$19,401	0.0%	83,787	2.2%	Finance
CSCO Cisco Systems	$19,310	0.0%	406,444	2.2%	Computer and Technology
MS Morgan Stanley	$19,131	0.0%	196,837	2.2%	Finance
AMGN Amgen	$18,797	0.0%	60,161	2.1%	Medical
AMAT Applied Materials	$18,721	0.0%	79,328	2.1%	Computer and Technology
ICLR ICON Public	$18,449	0.0%	58,855	2.1%	Medical
CVX Chevron	$15,920	0.0%	101,778	1.8%	Oils/Energy
LMT Lockheed Martin	$15,662	0.0%	33,531	1.8%	Aerospace
VRTX Vertex Pharmaceuticals	$14,068	0.0%	30,013	1.6%	Medical
NOC Northrop Grumman	$13,572	0.0%	31,132	1.5%	Aerospace
SYK Stryker	$12,866	0.0%	37,814	1.5%	Medical
IAU iShares Gold Trust	$12,528	0.0%	285,170	1.4%	Finance
SPY SPDR S&P 500 ETF Trust	$12,205	0.0%	22,427	1.4%	Finance
CRM Salesforce	$11,507	0.0%	44,758	1.3%	Computer and Technology
IDA IDACORP	$11,287	0.0%	121,166	1.3%	Utilities
HSY Hershey	$11,168	0.0%	60,750	1.3%	Consumer Staples
KR Kroger	$11,093	0.0%	222,173	1.3%	Retail/Wholesale
NVT nVent Electric	$10,716	0.0%	139,872	1.2%	Computer and Technology
HUBB Hubbell	$9,696	0.0%	26,530	1.1%	Industrial Products
PFE Pfizer	$9,362	0.0%	334,605	1.1%	Medical
DLR Digital Realty Trust	$7,625	0.0%	50,146	0.9%	Finance
WM Waste Management	$6,526	0.0%	30,590	0.7%	Business Services
PANW Palo Alto Networks	$6,262	0.0%	18,470	0.7%	Computer and Technology
SBUX Starbucks	$6,186	0.0%	79,455	0.7%	Retail/Wholesale
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund	$6,018	0.0%	127,733	0.7%	Manufacturing
O Realty Income	$5,314	0.0%	100,605	0.6%	Finance
FTNT Fortinet	$4,889	0.0%	81,120	0.6%	Computer and Technology
PEP PepsiCo	$4,571	0.0%	27,714	0.5%	Consumer Staples
EOG EOG Resources	$4,377	0.0%	34,771	0.5%	Oils/Energy
MO Altria Group	$4,236	0.0%	93,005	0.5%	Consumer Staples
IXUS iShares Core MSCI Total International Stock ETF	$4,163	0.0%	61,620	0.5%	Manufacturing
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$4,161	0.0%	62,709	0.5%	ETF
DIS Walt Disney	$4,070	0.0%	40,986	0.5%	Consumer Discretionary
DHS WisdomTree U.S. High Dividend Fund	$3,903	0.0%	46,137	0.4%	Finance
ABT Abbott Laboratories	$3,448	0.0%	33,184	0.4%	Medical
SCHD Schwab US Dividend Equity ETF	$3,110	0.0%	39,993	0.4%	ETF
SYY Sysco	$3,102	0.0%	43,457	0.4%	Consumer Staples
PM Philip Morris International	$2,554	0.0%	25,204	0.3%	Consumer Staples
JPM JPMorgan Chase & Co.	$2,540	0.0%	12,560	0.3%	Finance
MDT Medtronic	$2,514	0.0%	31,941	0.3%	Medical
XLK Technology Select Sector SPDR Fund	$2,281	0.0%	10,083	0.3%	ETF
TD Toronto-Dominion Bank	$2,132	0.0%	38,791	0.2%	Finance
GOOG Alphabet	$2,029	0.0%	11,060	0.2%	Computer and Technology
IBM International Business Machines	$1,955	0.0%	11,304	0.2%	Computer and Technology
BRK.B Berkshire Hathaway	$1,877	0.0%	4,615	0.2%	Finance
KO Coca-Cola	$1,818	0.0%	28,569	0.2%	Consumer Staples
CMA Comerica	$1,751	0.0%	34,307	0.2%	Finance
MRK Merck & Co., Inc.	$1,648	0.0%	13,311	0.2%	Medical
NEE NextEra Energy	$1,555	0.0%	21,964	0.2%	Utilities
CASY Casey's General Stores	$1,484	0.0%	3,890	0.2%	Retail/Wholesale
INTC Intel	$1,450	0.0%	46,817	0.2%	Computer and Technology
UNH UnitedHealth Group	$1,374	0.0%	2,699	0.2%	Medical
GLD SPDR Gold Shares	$1,317	0.0%	6,125	0.1%	Finance
T AT&T	$1,217	0.0%	63,665	0.1%	Computer and Technology
NVDA NVIDIA	$1,077	0.0%	8,720	0.1%	Computer and Technology
IQLT iShares MSCI Intl Quality Factor ETF	$1,035	0.0%	26,505	0.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$1,022	0.0%	17,469	0.1%	ETF
XLV Health Care Select Sector SPDR Fund	$1,018	0.0%	6,985	0.1%	ETF
COST Costco Wholesale	$1,006	0.0%	1,184	0.1%	Retail/Wholesale
CTAS Cintas	$978	0.0%	1,396	0.1%	Business Services
AMZN Amazon.com	$959	0.0%	4,963	0.1%	Retail/Wholesale
MCD McDonald's	$913	0.0%	3,582	0.1%	Retail/Wholesale
NOBL ProShares S&P 500 Aristocrats ETF	$867	0.0%	9,015	0.1%	ETF
DG Dollar General	$854	0.0%	6,456	0.1%	Retail/Wholesale
RTX RTX	$832	0.0%	8,291	0.1%	Aerospace
USB U.S. Bancorp	$823	0.0%	20,724	0.1%	Finance
SMH VanEck Semiconductor ETF	$815	0.0%	3,125	0.1%	Manufacturing
ORCL Oracle	$810	0.0%	5,734	0.1%	Computer and Technology
HON Honeywell International	$807	0.0%	3,778	0.1%	Multi-Sector Conglomerates
FI Fiserv	$805	0.0%	5,400	0.1%	Business Services
SPROTT PHYSICAL GOLD TRUST	$789	0.0%	43,675	0.1%	COM
DE Deere & Company	$785	0.0%	2,100	0.1%	Industrial Products
AMT American Tower	$764	0.0%	3,932	0.1%	Finance
MMM 3M	$761	0.0%	7,446	0.1%	Multi-Sector Conglomerates
BAC Bank of America	$745	0.0%	18,733	0.1%	Finance
CNI Canadian National Railway	$744	0.0%	6,300	0.1%	Transportation
VIG Vanguard Dividend Appreciation ETF	$739	0.0%	4,046	0.1%	ETF
IJR iShares Core S&P Small-Cap ETF	$726	0.0%	6,803	0.1%	ETF
MPWR Monolithic Power Systems	$689	0.0%	839	0.1%	Computer and Technology
TRV Travelers Companies	$686	0.0%	3,374	0.1%	Finance
CAT Caterpillar	$675	0.0%	2,025	0.1%	Industrial Products
CNP CenterPoint Energy	$668	0.0%	21,550	0.1%	Utilities
PSX Phillips 66	$667	0.0%	4,722	0.1%	Oils/Energy
REGN Regeneron Pharmaceuticals	$661	0.0%	629	0.1%	Medical
TMO Thermo Fisher Scientific	$642	0.0%	1,161	0.1%	Medical
BBY Best Buy	$633	0.0%	7,515	0.1%	Retail/Wholesale
BRK.A Berkshire Hathaway	$612	0.0%	1	0.1%	Finance
KMB Kimberly-Clark	$612	0.0%	4,425	0.1%	Consumer Staples
ADP Automatic Data Processing	$611	0.0%	2,559	0.1%	Business Services

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Lvm Capital Management Ltd/Mi Top Holdings and 13F Report (2024)

About Lvm Capital Management Ltd/Mi

Investment Activity

Largest Holdings

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

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Lvm Capital Management Ltd/Mi Top Holdings and 13F Report (2024)

About Lvm Capital Management Ltd/Mi

Investment Activity

Largest Holdings

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