LVM CAPITAL MANAGEMENT LTD/MI Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 122
New Positions 4
Increased Positions 23
Decreased Positions 57
Positions with Activity 80
Sold Out Positions 13
Total Mkt Value (in $ millions) 307

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 2.69%
Conglomerates
Consumer Cyclical 1.66%
Consumer/Non-Cyclical 7.3%
Energy 9.82%
Financial 20.75%
Healthcare 13.81%
Services 17.18%
Technology 19.07%
Transportation 0.29%
Utilities 6.6%

122 Positions as of 03/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3M CO COM 2,949 -10 (0.32) 18,549
ABBOTT LABS COM 2,640 -368 (12.25) 54,630
ABBVIE INC COM 9,918 249 2.58 150,119
ACCENTURE PLC IRELAND SHS CLASS A 364 New 3,900
AGL RES INC COM 1,280 -57 (4.24) 24,870
AIR PRODS & CHEMS INC COM 248 New 1,650
ALLIANCE DATA SYSTEMS CORP COM 676 New 2,200
ALTRIA GROUP INC COM 3,184 -263 (7.63) 61,150
AMERICAN WTR WKS CO INC NEW COM 280 New 5,050
AMGEN INC COM 269 New 1,600
APACHE CORP COM -1,735 Sold Out 0
APPLE INC COM 19,905 -1,180 (5.6) 152,786
APPLIED MATLS INC COM 689 New 31,600
ASTRAZENECA PLC SPONSORED ADR 660 -7 (1.08) 9,200
AT&T INC COM 12,044 -613 (4.84) 354,117
BANK AMER CORP COM 206 New 13,159
BAXTER INTL INC COM 6,644 -2,047 (23.56) 93,395
BCE INC COM NEW 9,910 -137 (1.36) 220,625
BERKSHIRE HATHAWAY INC DEL CL B NEW 594 New 4,180
BERKSHIRE HATHAWAY INC DEL CL A 214 New 1


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