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) 317

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

Sector Weighting

Basic Materials 1.46%
Capital Goods 1.47%
Conglomerates
Consumer Cyclical 0.43%
Consumer/Non-Cyclical 7.76%
Energy 9.71%
Financial 19.74%
Healthcare 14.67%
Services 19.58%
Technology 17.62%
Transportation 0.3%
Utilities 7.26%

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 227 227 New 1
GOOGLE INC CL A 185 New 345
UNITED PARCEL SERVICE INC CL B 364 New 3,240
BERKSHIRE HATHAWAY INC DEL CL B NEW 633 New 4,180
GOOGLE INC CL C 214 214 New 405
3M CO COM 3,201 -42 (1.29) 19,174
ABBOTT LABS COM 2,915 -16 (0.56) 63,789
ABBVIE INC COM 10,017 -333 (3.22) 151,296
AGL RES INC COM 1,479 -31 (2.06) 27,375
AIR PRODS & CHEMS INC COM 349 New 2,350
ALLIANCE DATA SYSTEMS CORP COM 638 New 2,200
ALTRIA GROUP INC COM 3,374 -78 (2.25) 67,000
AMERICAN WTR WKS CO INC NEW COM 271 New 5,050
AMGEN INC COM 257 257 New 1,600
APACHE CORP COM 3,850 -22 (0.58) 60,105
APPLE INC COM 18,584 -379 (2) 165,914
APPLIED MATLS INC COM 798 New 31,600
AT&T INC COM 12,906 108 .85 380,045
BAKER HUGHES INC COM -152 Sold Out 0
BANK AMER CORP COM 237 New 13,159


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