Fund HoldingsLVM CAPITAL MANAGEMENT LTD/MI

Total Portfolio Value
$898.1K
Total Bought
$58.4K
Total Sold
$84.0K
Net Transaction
-$25.7K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
JPMORGAN CHASE(JPM)12,58453,353+40,7693131.46%+10
NVIDIA(NVDA)081,413+81,413090.98%+9
ABBVIE(ABBV)163,273166,127+2,85429353.88%+6
ELI LILLY(LLY)48,56249,570+1,00837414.56%+3
ISHARES GOLD TRUST ETF(IAU)290,431293,826+3,39514171.93%+3
JOHNSON & JOHNSON(JNJ)0148,179+148,1790252.74%+25
EXXON MOBIL0248,349+248,3490303.29%+30
VERTEX PHARMACEUTICALS(VRTX)029,913+29,9130151.61%+15
NORTHROP GRUMMAN(NOC)32,60233,248+64615171.90%+2
EOG RESOURCES(EOG)81,76286,992+5,23010111.24%+1
IDACORP(IDA)120,742122,982+2,24013141.59%+1
KROGER(KR)211,471206,341-5,13013141.56%+1
WASTE MANAGEMENT(WM)030,758+30,758070.79%+7
ISHARES MSCI INTERNATIONAL QUA215,778224,235+8,457890.99%+1
PHILIP MORRIS(PM)25,11124,611-500340.44%+1
CISCO SYSTEMS(CSCO)398,675395,991-2,68424242.72%+1
3M(MMM)7,00911,844+4,835120.19%+1
EQT(EQT)013,249+13,249010.08%+1
ULTA BEAUTY INC(ULTA)01,640+1,640010.07%+1
ALTRIA GROUP(MO)89,41487,194-2,220550.58%+1
FMC(FMC)013,135+13,135010.06%+1
PROCTER & GAMBLE(PG)182,299182,099-20031313.46%0
ABBOTT LABS31,47930,132-1,347440.45%0
STRYKER(SYK)37,26037,195-6513141.54%0
TERADYNE(TER)05,010+5,010000.05%0
ISHARES MSCI EMERGING MARKETS
MSCI EMRG CHN
82,51689,900+7,384550.55%0
BERKSHIRE HATHAWAY CL B4,6104,6100220.27%0
PFIZER(PFE)0313,284+313,284080.88%+8
SPDR GOLD TRUST ETF(GLD)6,3256,3250220.20%0
INTERNATIONAL BUSINESS MACHINE(IBM)11,98211,700-282330.32%0
COCA-COLA(KO)028,470+28,470020.23%+2
AMERICAN ELECTRIC POWER02,033+2,033000.02%0
SPDR NYSE TECHNOLOGY EQUITY ET
ST STR NYSE TECH
01,158+1,158000.02%0
ENTERPRISE PRODUCTS PARTNERS(EPD)06,152+6,152000.02%0
DTE ENERGY(DTB)01,508+1,508000.02%0
SCHWAB US DIVIDEND EQ ETF123,036127,606+4,570340.40%0
ISHARES DIVIDEND EQUITY ETF01,516+1,516000.02%0
DEUTSCHE X TRACKERS HEDGED EQU04,621+4,621000.02%0
SPROTT PHYSICAL GOLD TRUST(PHYS)43,67543,6750110.12%0
CASEYS GENERAL STORES(CASY)3,8903,8900220.19%0
RTX CORP(RTX)7,7277,7270110.11%0
CINTAS(CTAS)5,4825,4820110.13%0
BERKSHIRE HATHAWAY CL A110110.09%0
AT&T(T)028,154+28,154010.09%+1
FORTINET(FTNT)89,82789,214-613890.96%0
METTLER-TOLEDO INTERNATIONAL(MTD)407503+96010.07%0
AMERICAN TOWER(AMT)03,682+3,682010.09%+1
FISERV INC(FISV)5,4005,4000110.13%0
TRAVELERS(TRV)3,2563,251-5110.10%0
STARBUCKS(SBUX)051,270+51,270050.56%+5
VISA CL A(V)2,1432,1430110.08%0
SPDR HEALTH CARE SECTOR ETF
ST STR CARE ETF
7,6227,687+65110.12%0
MCDONALDS(MCD)3,3253,315-10110.12%0
ASTRAZENECA ADR(AZN)07,411+7,411010.06%+1
DUKE ENERGY(DUK)4,3124,294-18010.06%0
NRG ENERGY(NRG)6,8237,058+235110.08%0
VERIZON COMMUNICATIONS(VZ)12,24012,015-225010.06%0
YUM BRANDS(YUM)02,442+2,442000.04%0
KIMBERLY CLARK(KMB)4,9294,9290110.08%0
BRISTOL-MYERS SQUIBB(BMY)14,05413,900-154110.09%0
UNITEDHEALTH GROUP(UNH)2,7582,7580110.16%0
DEERE(DE)2,3322,200-132110.12%0
PHILLIPS 66(PSX)04,645+4,645010.06%+1
REALTY INCOME(O)076,265+76,265040.49%+4
AUTOMATIC DATA PROCESSING2,5592,5590110.09%0
FASTENAL(FAST)4,5004,5000000.04%0
PROSHARES S&P 500 DIVIDEND ARI
S&P 500 DV ARIST
08,015+8,015010.09%+1
MASTERCARD(MA)7137130000.04%0
CHURCH & DWIGHT(CHD)02,864+2,864000.04%0
ISHARES MSCI USA MINIMUM VOLAT
MSCI USA MIN ETF
2,2802,2800000.02%0
COLGATE PALMOLIVE(CL)03,184+3,184000.03%0
S&P GLOBAL(SPGI)7077070000.04%0
AIR PRODUCTS & CHEMICALS1,1321,1320000.04%0
KELLOGG3,6003,6000000.03%0
WISDOMTREE INTERNATIONAL DIVID(WT)05,330+5,330000.03%0
TJX(TJX)2,0682,0680000.03%0
ECOLOCLEAN INDUSTRIES026,300+26,300000
GNIS PETROLEUM022,000+22,000000
REPUBLIC FIRST BANCORP050,000+50,000000
VANGUARD FTSE EMERGING MARKETS09,834+9,834000.05%0
WEBB INTERACT SERVICES0303,575+303,575000
COSTCO WHOLESALE(COST)0590+590010.06%+1
ATOSSA THERAPEUTICS021,000+21,000000.00%0
META PLATFORMS(META)7967960000.05%-0
VANGUARD DIVIDEND APPRECIATION4,0244,0240110.09%-0
VAXART025,000+25,000000.00%0
TEXAS INSTRUMENTS(TXN)1,1931,1930000.02%-0
WALMART(WMT)4,6094,584-25000.04%-0
WISDOMTREE SMALLCAP EARNINGS E(WT)4,2414,356+115000.02%-0
BLACKROCK(BLK)2152150000.02%-0
NEXTERA ENERGY(NEE)22,19222,1920220.18%-0
SPDR PORTFOLIO DEVELOPED WORLD
ST STR PO EX ETF
015,100+15,100010.06%+1
ISHARES S&P 500 INDEX ETF9039030110.06%-0
CANADIAN NATIONAL RAILWAY(CNI)06,300+6,300010.07%+1
THERMO FISHER SCIENTIFIC(TMO)01,164+1,164010.06%+1
GENERAL MILLS(GIS)06,637+6,637000.04%0
BROWN-FORMAN CL B(BF-A)08,905+8,905000.03%0
VANGUARD GROWTH ETF0818+818000.03%0
CADENCE DESIGN SYSTEMS(CDNS)935925-10000.03%-0
INTEL(INTC)023,386+23,386010.06%+1
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