Fund HoldingsLVM CAPITAL MANAGEMENT LTD/MI

Total Portfolio Value
$929.8K
Total Bought
$146.2K
Total Sold
$147.3K
Net Transaction
-$1.1K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BROADCOM(AVGO)0337,954+337,9540788.43%+78
APPLE(AAPL)404,507394,482-10,025859910.62%+14
ISHARES MSCI INTERNATIONAL QUA26,505215,778+189,273180.86%+7
AMERICAN EXPRESS(AXP)83,78786,344+2,55719262.76%+6
EOG RESOURCES(EOG)34,77181,762+46,9914101.08%+6
MORGAN STANLEY(MS)196,837196,009-82819252.65%+6
ISHARES MSCI EMERGING MARKETS
MSCI EMRG CHN
082,516+82,516050.49%+5
CISCO SYSTEMS(CSCO)406,444398,675-7,76919242.54%+4
ELI LILLY(LLY)37,02848,562+11,53434374.03%+4
SALESFORCE(CRM)046,266+46,2660151.66%+15
FORTINET(FTNT)81,12089,827+8,707580.91%+4
ABBVIE(ABBV)156,381163,273+6,89227293.12%+2
PALO ALTO NETWORKS(PANW)18,47045,493+27,023680.89%+2
IDACORP(IDA)121,166120,742-42411131.42%+2
ISHARES GOLD TRUST ETF(IAU)285,170290,431+5,26113141.55%+2
KROGER(KR)222,173211,471-10,70211131.39%+2
HUBBELL(HUBB)26,53027,506+97610121.24%+2
NORTHROP GRUMMAN(NOC)31,13232,602+1,47014151.65%+2
HOME DEPOT(HD)59,08856,576-2,51220222.37%+2
LOCKHEED MARTIN(LMT)33,53134,363+83216171.80%+1
UNITED AIRLINES(UAL)010,605+10,605010.11%+1
DIGITAL REALTY TRUST(DLR)50,14648,625-1,521890.93%+1
WISDOMTREE US SMALLCAP DIV GRO(WT)0135,035+135,035070.74%+7
WISDOMTREE US DIV GROWTH ETF(WT)0293,202+293,2020242.55%+24
ALPHABET CL A(GOOG)139,403137,978-1,42525262.81%+1
INTERNATIONAL BUSINESS MACHINE(IBM)11,30411,982+678230.28%+1
ONEOK(OKE)06,765+6,765010.07%+1
ZEBRA TECHNOLOGIES(ZBRA)01,665+1,665010.07%+1
NRG ENERGY(NRG)06,823+6,823010.07%+1
TARGET(TGT)04,404+4,404010.06%+1
OMNICOM GROUP(OMC)06,795+6,795010.06%+1
STRYKER(SYK)037,260+37,2600131.44%+13
WYNN RESORTS(WYNN)06,170+6,170010.06%+1
METTLER-TOLEDO INTERNATIONAL(MTD)0407+407000.05%0
JPMORGAN CHASE(JPM)12,56012,584+24330.32%0
PHILIP MORRIS(PM)25,20425,111-93330.33%0
FREEPORT-MCMORAN(FCX)012,130+12,130000.05%0
PROCTER & GAMBLE(PG)182,533182,299-23430313.29%0
ALTRIA GROUP(MO)93,00589,414-3,591450.50%0
SPDR S&P 500 EQUITY ETF(SPY)021,552+21,5520131.36%+13
AMAZON.COM(AMZN)4,9635,776+813110.14%0
FISERV INC(FISV)5,4005,4000110.12%0
CADENCE DESIGN SYSTEMS(CDNS)0935+935000.03%0
CATERPILLAR(CAT)2,0252,552+527110.10%0
SCHWAB US DIVIDEND EQ ETF0123,036+123,036030.36%+3
TJX(TJX)02,068+2,068000.03%0
BLACKSTONE GROUP LP(BX)01,443+1,443000.03%0
BRISTOL-MYERS SQUIBB(BMY)13,55014,054+504110.09%0
WISDOMTREE HIGH DIVIDEND ETF(WT)044,229+44,229040.44%+4
TEXAS INSTRUMENTS(TXN)01,193+1,193000.02%0
PARKER-HANNIFIN(PH)0349+349000.02%0
BLACKROCK(BLK)0215+215000.02%0
ISHARES S&P 500 INDEX ETF571903+332010.06%0
SPDR GOLD TRUST ETF(GLD)06,325+6,325020.16%+2
BERKSHIRE HATHAWAY CL B4,6154,610-5220.22%0
VANGUARD TOTAL STOCK MARKET ET0730+730000.02%0
EMERSON ELECTRIC(EMR)01,689+1,689000.02%0
DEERE(DE)2,1002,332+232110.11%0
TRANE(TT)0550+550000.02%0
ISHARES MSCI USA MINIMUM VOLAT
MSCI USA MIN ETF
02,280+2,280000.02%0
VISA CL A(V)02,143+2,143010.07%+1
3M(MMM)7,4467,009-437110.10%0
AUTOMATIC DATA PROCESSING2,5592,5590110.08%0
ABBOTT LABS33,18431,479-1,705340.38%0
META PLATFORMS(META)705796+91000.05%0
TRAVELERS(TRV)03,256+3,256010.08%+1
SPROTT PHYSICAL GOLD TRUST(PHYS)043,675+43,675010.09%+1
SEMPRA ENERGY(SRE)06,677+6,677010.06%+1
ISHARES CORE INTERNATIONAL STO
CORE MSCI TOTAL
61,62064,266+2,646440.46%0
KELLOGG3,6003,6000000.03%0
ALPHABET CL C(GOOG)11,06011,072+12220.23%0
ORACLE(ORCL)5,7345,311-423110.10%0
SPDR PORTFOLIO TOTAL EQUITY MA
ST STR PR SP1500
059,243+59,243040.46%+4
WALMART(WMT)04,609+4,609000.04%0
BANK OF AMERICA18,73318,533-200110.09%0
BERKSHIRE HATHAWAY CL A110110.07%0
DUKE ENERGY(DUK)3,9554,312+357000.05%0
SPDR CONSUMER DISCRETIONARY ET
ST STR DISCR ETF
01,843+1,843000.04%0
S&P GLOBAL(SPGI)0707+707000.04%0
COMERICA34,30729,307-5,000220.19%0
MASTERCARD(MA)710713+3000.04%0
RTX CORP(RTX)07,727+7,727010.10%+1
CLOROX(CLX)3,4463,266-180010.06%0
ISHARES S&P SMALLCAP 600 INDEX6,8036,8030110.08%0
PNC FINANCIAL(PNC)3,6793,267-412110.07%0
CASEYS GENERAL STORES(CASY)3,8903,8900120.17%0
AIR PRODUCTS & CHEMICALS1,0721,132+60000.04%0
MCDONALDS(MCD)3,5823,325-257110.10%0
VANGUARD DIVIDEND APPRECIATION04,024+4,024010.08%+1
VERIZON COMMUNICATIONS(VZ)012,240+12,240000.05%0
EATON(ETN)1,6021,643+41110.06%0
FASTENAL(FAST)4,5174,500-17000.03%0
ISHARES S&P MID-CAP EQUITY ETF17,46917,032-437110.11%0
NEXTERA ENERGY(NEE)21,96422,192+228220.17%0
KIMBERLY CLARK(KMB)4,4254,929+504110.07%0
SPDR HEALTH CARE SECTOR ETF
ST STR CARE ETF
07,622+7,622010.11%+1
VANGUARD S&P 500 ETF0733+733000.04%0
WISDOMTREE SMALLCAP EARNINGS E(WT)04,241+4,241000.02%0
CINTAS(CTAS)1,3965,482+4,086110.11%0
UNITEDHEALTH GROUP(UNH)02,758+2,758010.15%+1
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