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) 302

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

Sector Weighting

Basic Materials 0.59%
Capital Goods 2.54%
Conglomerates
Consumer Cyclical 0.51%
Consumer/Non-Cyclical 8.12%
Energy 9.47%
Financial 18.44%
Healthcare 14.79%
Services 19.49%
Technology 17.96%
Transportation 0.3%
Utilities 7.8%

125 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
GOOGLE INC CL A -187 Sold Out 0
GRAPHIC PACKAGING HLDG CO COM -193 Sold Out 0
ISHARES TR RUS 1000 VAL ETF -208 Sold Out 0
JPMORGAN CHASE & CO COM -203 Sold Out 0
NEWMONT MINING CORP COM -961 Sold Out 0
VERIZON COMMUNICATIONS INC COM -204 Sold Out 0
WISDOMTREE TR EMERG MKTS ETF -261 Sold Out 0
BROWNSTONE ENERGY INC COM New 10,000
SKINNY NUTRITIONAL CORP COM New 242,900
SPROTT PHYSICAL GOLD TRUST UNIT 161 New 15,000
NEVADA GOLD & CASINOS INC COM NEW 183 New 146,620
REINSURANCE GROUP AMER INC COM NEW 194 194 New 2,300
PACCAR INC COM 198 198 New 3,062
E M C CORP MASS COM 201 New 7,000
ISHARES TR SP SMCP600VL ETF 201 -16 (7.37) 1,761
WASTE MGMT INC DEL COM 207 207 New 3,900
BANK AMER CORP COM 207 New 13,159
KIMBERLY CLARK CORP COM 208 208 New 1,860
CATERPILLAR INC DEL COM 210 New 2,450
SPECTRA ENERGY CORP COM 210 -41 (16.18) 6,216


Create your free portfolio