LVM CAPITAL MANAGEMENT LTD/MI Information

7840 MOORSBRIDGE ROAD, PORTAGE, Michigan, 49024, (616) 321-8120

Report Date: 12/31/2014

Position Statistics

Total Positions 125
New Positions 8
Increased Positions 23
Decreased Positions 62
Positions with Activity 85
Sold Out Positions 7
Total Mkt Value (in $ millions) 295

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.6%
Capital Goods 2.6%
Conglomerates
Consumer Cyclical 0.51%
Consumer/Non-Cyclical 8.07%
Energy 9.48%
Financial 18.39%
Healthcare 14.85%
Services 19.78%
Technology 17.49%
Transportation 0.3%
Utilities 7.93%

23 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTEL CORP COM 9,083 198 2.23 274,913
PNC FINL SVCS GROUP INC COM 7,302 21 .29 86,375
SHIP FINANCE INTERNATIONAL LTD SHS 5,164 2,555 97.98 371,746
METLIFE INC COM 4,812 315 7.01 103,475
WISDOMTREE TR EQTY INC FD 3,638 399 12.32 60,262
TRINITY INDS INC COM 3,199 3,199 New 120,835
PROCTER & GAMBLE CO COM 1,767 34 1.95 20,963
SPDR SERIES TRUST S&P DIVID ETF 1,358 63 4.84 17,655
ASTRAZENECA PLC SPONSORED ADR 661 192 40.91 9,300
GENERAL ELECTRIC CO COM 596 7 1.22 24,968
WISDOMTREE TR EUROPE HEDGED EQ 337 43 14.67 5,590
KINDER MORGAN INC DEL COM 337 337 New 8,200
CELGENE CORP COM 318 2 .76 2,670
MCDONALDS CORP COM 314 10 3.35 3,398
PHILLIPS 66 COM 302 4 1.18 4,300
WISDOMTREE TR SMLCAP EARN FD 302 23 8.24 3,876
COLGATE PALMOLIVE CO COM 277 7 2.68 4,107
DOW CHEM CO COM 271 271 New 6,000
HOME DEPOT INC COM 219 219 New 2,100
KIMBERLY CLARK CORP COM 201 201 New 1,860


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