LVM CAPITAL MANAGEMENT LTD/MI Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 121
New Positions 8
Increased Positions 29
Decreased Positions 50
Positions with Activity 79
Sold Out Positions 4
Total Mkt Value (in $ millions) 308

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

Sector Weighting

Basic Materials 1.43%
Capital Goods 1.45%
Conglomerates
Consumer Cyclical 0.42%
Consumer/Non-Cyclical 7.81%
Energy 9.56%
Financial 19.75%
Healthcare 14.94%
Services 19.75%
Technology 17.43%
Transportation 0.3%
Utilities 7.17%

121 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 223 223 New 1
CATERPILLAR INC DEL COM 220 New 2,450
ISHARES TR SP SMCP600VL ETF 218 New 1,901
CLOROX CO DEL COM 216 216 New 2,117
GLAXOSMITHKLINE PLC SPONSORED ADR 214 -17 (7.27) 5,100
JPMORGAN CHASE & CO COM 214 -65 (23.34) 3,584
DUN & BRADSTREET CORP DEL NEW COM 209 209 New 1,800
ISHARES TR RUS 1000 VAL ETF 206 -3 (1.23) 2,012
GOOGLE INC CL C 204 204 New 405
VERIZON COMMUNICATIONS INC COM 201 -22 (9.89) 4,326
E M C CORP MASS COM 200 200 New 7,000
NEVADA GOLD & CASINOS INC COM NEW 189 New 146,620
GRAPHIC PACKAGING HLDG CO COM 179 New 13,500
GOOGLE INC CL A 175 New 345
SPROTT PHYSICAL GOLD TRUST UNIT 148 New 15,000
SKINNY NUTRITIONAL CORP COM New 242,900
BROWNSTONE ENERGY INC COM New 10,000
BAKER HUGHES INC COM -152 Sold Out 0
HALYARD HEALTH INC COM -9 Sold Out 0
KIMBERLY CLARK CORP COM -211 Sold Out 0


Create your free portfolio