LVM CAPITAL MANAGEMENT LTD/MI Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 123
New Positions 4
Increased Positions 23
Decreased Positions 58
Positions with Activity 81
Sold Out Positions 13
Total Mkt Value (in $ millions) 293

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 2.62%
Conglomerates
Consumer Cyclical 1.58%
Consumer/Non-Cyclical 7.23%
Energy 9.83%
Financial 20.57%
Healthcare 13.62%
Services 17.18%
Technology 18.81%
Transportation 0.27%
Utilities 6.46%

123 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
APACHE CORP COM -1,452 Sold Out 0
CATERPILLAR INC DEL COM -204 Sold Out 0
CELGENE CORP COM -317 Sold Out 0
E M C CORP MASS COM -184 Sold Out 0
GLAXOSMITHKLINE PLC SPONSORED ADR -214 Sold Out 0
ISHARES TR SP SMCP600VL ETF -206 Sold Out 0
ISHARES TR NA NAT RES -337 Sold Out 0
KIMBERLY CLARK CORP COM -200 Sold Out 0
MARKET VECTORS ETF TR PHARMACEUTICAL -509 Sold Out 0
PACCAR INC COM -197 Sold Out 0
SELECT SECTOR SPDR TR SBI HEALTHCARE -483 Sold Out 0
SPDR SERIES TRUST S&P DIVID ETF -1,356 Sold Out 0
VANGUARD WORLD FDS INF TECH ETF -535 Sold Out 0
BROWNSTONE ENERGY INC COM New 10,000
SKINNY NUTRITIONAL CORP COM New 242,900
WASTE MGMT INC DEL COM 181 New 3,900
SPECTRA ENERGY CORP COM 193 New 6,216
HOME DEPOT INC COM 200 -33 (14.29) 1,800
BERKSHIRE HATHAWAY INC DEL CL A 206 New 1
GOOGLE INC CL C 212 New 405