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%	Industrial Products
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.

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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

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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