Fund HoldingsLVM CAPITAL MANAGEMENT LTD/MI

Total Portfolio Value
$709.4K
Total Bought
$31.9K
Total Sold
$75.5K
Net Transaction
-$43.6K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
HUBBELL(HUBB)020,100+20,100060.89%+6
NVENT ELECTRIC(NVT)0114,005+114,005060.85%+6
EXXON MOBIL236,257235,839-41825283.91%+2
ELI LILLY(LLY)36,87836,633-24517202.77%+2
CHEVRON(CVX)67,19376,588+9,39511131.82%+2
AMGEN(AMGN)59,63057,179-2,45113152.17%+2
ABBVIE(ABBV)156,380155,310-1,07021233.26%+2
COMERICA034,307+34,307010.20%+1
ALPHABET CL A(GOOG)135,611133,806-1,80516182.47%+1
APPLIED MATERIALS62,68074,525+11,8459101.45%+1
CATERPILLAR(CAT)2,1604,558+2,398110.18%+1
EXPEDIA(EXPE)06,555+6,555010.10%+1
WESTERN DIGITAL(WDC)014,730+14,730010.09%+1
CINCINNATI FINANCIAL(CINF)06,381+6,381010.09%+1
WESTROCK018,245+18,245010.09%+1
HALLIBURTON(HAL)016,051+16,051010.09%+1
WALMART(WMT)05,975+5,975010.13%+1
BOSTON SCIENTIFIC(BSX)012,250+12,250010.09%+1
CISCO SYSTEMS(CSCO)387,013384,239-2,77420212.91%+1
PHILIP MORRIS(PM)25,81731,887+6,070330.42%0
NORTHROP GRUMMAN(NOC)27,58629,194+1,60813131.81%0
WISDOMTREE US SMALLCAP DIV GRO(WT)91,80698,555+6,749440.57%0
SCHWAB US DIVIDEND EQ ETF23,34325,783+2,440220.26%0
VERTEX PHARMACEUTICALS(VRTX)29,38030,055+67510101.47%0
CASEYS GENERAL STORES(CASY)3,8903,8900110.15%0
DIGITAL REALTY TRUST(DLR)58,53455,866-2,668770.95%0
ALPHABET CL C(GOOG)12,53112,101-430220.22%0
ISHARES DIVIDEND EQUITY ETF03,386+3,386000.05%0
INTEL(INTC)48,37247,292-1,080220.24%0
PHILLIPS 66(PSX)04,295+4,295010.07%+1
UNITEDHEALTH GROUP(UNH)2,8862,861-25110.20%0
GENTEX(GNTX)013,683+13,683000.06%0
BERKSHIRE HATHAWAY CL B4,5944,5940220.23%0
LOCKHEED MARTIN(LMT)26,21529,604+3,38912121.71%0
EATON(ETN)01,497+1,497000.04%0
BERKSHIRE HATHAWAY CL A110110.07%0
ISHARES S&P 500 INDEX ETF0621+621000.04%0
META PLATFORMS(META)0701+701000.03%0
JPMORGAN CHASE(JPM)9,3269,396+70110.19%0
ISHARES MSCI INTERNATIONAL QUA21,97423,424+1,450110.11%0
MASTERCARD(MA)0961+961000.05%0
ZOETIS(ZTS)01,266+1,266000.03%0
ECOLOCLEAN INDUSTRIES026,300+26,300000
GNIS PETROLEUM022,000+22,000000
SKINNY NUTRITIONAL CORPORATION0242,900+242,900000
VAXART012,500+12,500000.00%0
WEBB INTERACT SERVICES0303,575+303,575000
META MATERIALS INC COM000000
DUKE ENERGY(DUK)04,068+4,068000.05%0
WISDOMTREE SMALLCAP EARNINGS E(WT)04,650+4,650000.03%0
ATOSSA THERAPEUTICS021,000+21,000000.00%0
ISHARES RUSSELL 2000 SMALLCAP01,580+1,580000.04%0
WISDOMTREE INTERNATIONAL DIVID(WT)08,785+8,785000.04%0
ISHARES RUSSELL 1000 GROWTH IN01,460+1,460000.05%0
UNIVERSAL(UVV)04,900+4,900000.03%0
BANK OF AMERICA014,367+14,367000.06%0
SPDR CONSUMER DISCRETIONARY ET
ST STR DISCR ETF
01,728+1,728000.04%0
VISA CL A(V)1,9651,9650000.06%-0
THERMO FISHER SCIENTIFIC(TMO)1,0611,0610110.08%-0
FIRST TRUST TECHNOLOGY DIVIDEN
NASD TECH DIV
07,125+7,125000.06%0
SENSEONICS HOLDINGS000000
SPDR GOLD TRUST ETF(GLD)5,3755,475+100110.13%-0
VANGUARD DIVIDEND APPRECIATION02,771+2,771000.06%0
ISHARES S&P MID-CAP EQUITY ETF01,671+1,671000.06%0
COLGATE PALMOLIVE(CL)03,647+3,647000.04%0
VANGUARD FTSE EMERGING MARKETS010,754+10,754000.06%0
VANECK VECTORS SEMICONDUCTOR E
SEMICONDUCTR ETF
3,3003,3000100.07%-0
SPROTT PHYSICAL GOLD TRUST(PHYS)43,67543,6750110.09%-0
ASTRAZENECA ADR(AZN)7,3007,3000100.07%-0
PNC FINANCIAL SERVICES GROUP(PNC)03,445+3,445000.06%0
AMAZON.COM(AMZN)5,0404,940-100110.09%-0
SEMPRA ENERGY(SRE)3,2336,466+3,233000.06%-0
YUM! BRANDS(YUM)02,242+2,242000.04%0
NRG ENERGY(NRG)18,71317,301-1,412110.09%-0
PROSHARES S&P 500 DIVIDEND ARI
S&P 500 DV ARIST
8,8909,025+135110.11%-0
KIMBERLY CLARK(KMB)02,254+2,254000.04%0
SPDR HEALTH CARE SECTOR ETF
ST STR CARE ETF
7,5517,475-76110.14%-0
BOEING(BA)01,381+1,381000.04%0
CHURCH & DWIGHT(CHD)02,889+2,889000.04%0
KELLOGG03,600+3,600000.03%0
ISHARES CYBERSECURITY ETF131,594127,906-3,688550.69%-0
AIR PRODUCTS & CHEMICALS0860+860000.03%0
SPDR S&P 500 EQUITY ETF(SPY)21,27021,930+660991.32%-0
DEERE(DE)1,9751,9750110.11%-0
TRAVELERS(TRV)3,3893,256-133110.07%-0
CINTAS(CTAS)1,5711,476-95110.10%-0
FISERV INC(FISV)5,4255,4250110.09%-0
ORACLE(ORCL)5,7865,7860110.09%-0
BROWN-FORMAN CL B(BF-A)8,9058,9050110.07%-0
CANADIAN NATIONAL RAILWAY(CNI)6,3006,3000110.10%-0
NETFLIX(NFLX)1,9092,014+105110.11%-0
CLOROX(CLX)3,3843,3840100.06%-0
GENERAL MILLS(GIS)8,3288,329+1110.08%-0
BRISTOL-MYERS SQUIBB(BMY)14,40013,900-500110.11%-0
MCDONALDS(MCD)3,3433,3430110.12%-0
NVIDIA(NVDA)1,5071,177-330110.07%-0
COCA-COLA(KO)30,19930,030-169220.24%-0
TECHNOLOGY SECTOR SPDR ETF
ST STR TECHN ETF
10,1269,846-280220.23%-0
INTERNATIONAL BUSINESS MACHINE(IBM)13,53411,709-1,825220.23%-0
ISHARES CORE INTERNATIONAL STO
CORE MSCI TOTAL
58,14057,660-480430.49%-0
Page 1 of 1