Fund HoldingsLVM CAPITAL MANAGEMENT LTD/MI

Total Portfolio Value
$878.8K
Total Bought
$37.2K
Total Sold
$66.9K
Net Transaction
-$29.7K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE(AAPL)0404,507+404,5070859.69%+85
BROADCOM(AVGO)40,42239,135-1,28754637.15%+9
PALO ALTO NETWORKS(PANW)018,470+18,470060.71%+6
FORTINET(FTNT)081,120+81,120050.56%+5
ALPHABET CL A(GOOG)139,816139,403-41321252.89%+4
ELI LILLY(LLY)37,83337,028-80529343.81%+4
MICROSOFT(MSFT)183,817180,001-3,81677809.15%+3
APPLIED MATERIALS79,25079,328+7816192.13%+2
AMGEN(AMGN)59,85760,161+30417192.14%+2
WISDOMTREE US DIV GROWTH ETF(WT)282,037293,297+11,26021232.60%+1
VERTEX PHARMACEUTICALS(VRTX)30,41530,013-40213141.60%+1
ISHARES GOLD TRUST ETF(IAU)275,112285,170+10,05812131.43%+1
NVENT ELECTRIC(NVT)131,180139,872+8,69210111.22%+1
US BANCORP(USB)020,724+20,724010.09%+1
HONEYWELL(HON)03,778+3,778010.09%+1
AT&T(T)063,665+63,665010.14%+1
CHEVRON(CVX)96,379101,778+5,39915161.81%+1
MONOLITHIC POWER SYSTEMS(MPWR)0839+839010.08%+1
COSTCO WHOLESALE(COST)4421,184+742010.11%+1
CENTERPOINT ENERGY(CNP)021,550+21,550010.08%+1
REGENERON PHARMACEUTICALS(REGN)0629+629010.08%+1
BEST BUY(BBY)07,515+7,515010.07%+1
INTERNATIONAL PAPER(IP)014,170+14,170010.07%+1
SPDR S&P 500 EQUITY ETF(SPY)22,27222,427+15512121.39%+1
ADOBE(ADBE)0956+956010.06%+1
PROCTER & GAMBLE(PG)182,321182,533+21230303.43%+1
LOCKHEED MARTIN(LMT)33,30433,531+22715161.78%+1
EOG RESOURCES(EOG)30,57534,771+4,196440.50%0
VANGUARD GROWTH ETF01,126+1,126000.05%0
VANGUARD S&P 500 ETF0733+733000.04%0
AMERICAN EXPRESS(AXP)83,93983,787-15219192.21%0
S&P GLOBAL(SPGI)0638+638000.03%0
ISHARES CORE INTERNATIONAL STO
CORE MSCI TOTAL
57,66061,620+3,960440.47%0
NVIDIA(NVDA)9178,720+7,803110.12%0
CASEYS GENERAL STORES(CASY)3,8903,8900110.17%0
VANGUARD DIVIDEND APPRECIATION2,7714,046+1,275110.08%0
TECHNOLOGY SECTOR SPDR ETF
ST STR TECHN ETF
10,01810,083+65220.26%0
ORACLE(ORCL)05,734+5,734010.09%+1
ALPHABET CL C(GOOG)12,06611,060-1,006220.23%0
SPDR GOLD TRUST ETF(GLD)5,8756,125+250110.15%0
VANECK VECTORS SEMICONDUCTOR E
SEMICONDUCTR ETF
3,1503,125-25110.09%0
ISHARES RUSSELL 1000 GROWTH IN1,4601,588+128010.07%0
ISHARES MSCI INTERNATIONAL QUA23,91926,505+2,586110.12%0
KIMBERLY CLARK(KMB)4,1254,425+300110.07%0
ASTRAZENECA ADR(AZN)07,300+7,300010.06%+1
AIR PRODUCTS & CHEMICALS01,072+1,072000.03%0
DIGITAL REALTY TRUST(DLR)52,51750,146-2,371880.87%0
WALMART(WMT)05,091+5,091000.04%0
IDACORP(IDA)0121,166+121,1660111.28%+11
HUBBELL(HUBB)23,25526,530+3,27510101.10%0
RTX CORP(RTX)8,0788,291+213110.09%0
SPDR PORTFOLIO TOTAL EQUITY MA
ST STR PR SP1500
64,19462,709-1,485440.47%0
UNITEDHEALTH GROUP(UNH)02,699+2,699010.16%+1
FIRST TRUST TECHNOLOGY DIVIDEN
NASD TECH DIV
6,8356,780-55010.06%0
SPROTT PHYSICAL GOLD TRUST(PHYS)43,67543,6750110.09%0
SEMPRA ENERGY(SRE)06,522+6,522000.06%0
AMAZON.COM(AMZN)5,1634,963-200110.11%0
THERMO FISHER SCIENTIFIC(TMO)1,0611,161+100110.07%0
VANGUARD FTSE EMERGING MARKETS010,563+10,563000.05%0
COLGATE PALMOLIVE(CL)3,2003,2000000.04%0
BANK OF AMERICA19,06118,733-328110.08%0
CINTAS(CTAS)1,3961,3960110.11%0
PNC FINANCIAL(PNC)3,4453,679+234110.07%0
DUKE ENERGY(DUK)03,955+3,955000.05%0
META PLATFORMS(META)7057050000.04%0
ISHARES S&P 500 INDEX ETF5715710000.04%0
YUM BRANDS(YUM)2,2422,442+200000.04%0
EATON(ETN)1,5821,602+20010.06%0
GENERAL DYNAMICS(GD)0779+779000.03%0
WASTE MANAGEMENT(WM)30,59030,5900770.74%0
KELLOGG03,600+3,600000.02%0
ECOLOCLEAN INDUSTRIES026,300+26,300000
GNIS PETROLEUM022,000+22,000000
REPUBLIC FIRST BANCORP050,000+50,000000
WEBB INTERACT SERVICES0303,575+303,575000
SKINNY NUTRITIONAL CORPORATION000000
CHURCH & DWIGHT(CHD)2,8642,8640000.03%-0
VERIZON COMMUNICATIONS(VZ)010,683+10,683000.05%0
SPDR CONSUMER DISCRETIONARY ET
ST STR DISCR ETF
1,8931,8930000.04%-0
VAXART012,500+12,500000.00%0
ATOSSA THERAPEUTICS21,00021,0000000.00%-0
BOEING(BA)01,133+1,133000.02%0
SPDR PORTFOLIO DEVELOPED WORLD
ST STR PO EX ETF
16,65016,6500110.07%-0
SPDR HEALTH CARE SECTOR ETF
ST STR CARE ETF
7,0006,985-15110.12%-0
WISDOMTREE SMALLCAP EARNINGS E(WT)04,310+4,310000.02%0
BERKSHIRE HATHAWAY CL A110110.07%-0
WISDOMTREE INTERNATIONAL DIVID(WT)06,280+6,280000.03%0
AUTOMATIC DATA PROCESSING2,5452,559+14110.07%-0
COCA-COLA(KO)30,11928,569-1,550220.21%-0
ISHARES S&P SMALLCAP 600 INDEX06,803+6,803010.08%+1
ISHARES S&P MID-CAP EQUITY ETF17,47017,469-1110.12%-0
CLOROX(CLX)3,3463,446+100100.05%-0
3M(MMM)07,446+7,446010.09%+1
PROSHARES S&P 500 DIVIDEND ARI
S&P 500 DV ARIST
9,0159,0150110.10%-0
VISA CL A(V)2,0251,967-58110.06%-0
SCHWAB US DIVIDEND EQ ETF39,22339,993+770330.35%-0
FISERV INC(FISV)5,4255,400-25110.09%-0
FASTENAL(FAST)4,5004,517+17000.03%-0
BERKSHIRE HATHAWAY CL B4,6204,615-5220.21%-0
GENERAL MILLS(GIS)7,9577,658-299100.06%-0
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