LVM CAPITAL MANAGEMENT LTD/MI 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LC LVM CAPITAL MANAGEMENT LTD/MI | Institutional Filer | ▼ 1.50% | $1.1M | 160 |
Current Portfolio Holdings
Showing all 160 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 367K | $93K | 8.79% |
| 2 | AVGO | Broadcom Inc. | Technology | 239K | $74K | 6.97% |
| 3 | MSFT | Microsoft Corporation | Technology | 170K | $63K | 5.92% |
| 4 | LLY | Eli Lilly and Company | Healthcare | 51K | $47K | 4.40% |
| 5 | XOM | Exxon Mobil Corporation | Energy | 250K | $42K | 3.99% |
| 6 | GOOGL | Alphabet Inc. | Technology | 130K | $37K | 3.52% |
| 7 | ABBV | AbbVie Inc. | Healthcare | 171K | $37K | 3.52% |
| 8 | JNJ | Johnson & Johnson | Healthcare | 142K | $35K | 3.27% |
| 9 | MS | Morgan Stanley | Financial Services | 191K | $32K | 2.97% |
| 10 | CSCO | Cisco Systems, Inc. | Technology | 390K | $30K | 2.85% |
| 11 | NOC | Northrop Grumman Corporation | Industrials | 39K | $27K | 2.51% |
| 12 | IAU | ISHARES GOLD TRUST ETF | — | 301K | $27K | 2.50% |
| 13 | PG | The Procter & Gamble Company | Consumer Defensive | 182K | $26K | 2.47% |
| 14 | DGRW | WISDOMTREE US DIV GROWTH ETF | — | 288K | $25K | 2.38% |
| 15 | AXP | American Express Company | Financial Services | 80K | $24K | 2.27% |
Showing 1 to 15 of 160 holdings