The Analysis of LVM CAPITAL MANAGEMENT LTD/MI's Holdings
Currently, LVM CAPITAL MANAGEMENT LTD/MI holds 161 types of securities in its portfolio with a total value $1.1M. In the most recent quarter, they have increased their positions in AMZN (+59.0K shares, valued at $13.6K), LIEN (+161.3K shares, valued at $1.7K), XLK (+9.1K shares, valued at $1.3K); decreased their positions in DIS (-33.4K shares, valued at $3.8K), AAPL (-12.5K shares, valued at $3.4K), HD (-7.4K shares, valued at $2.6K); initiated new positions in LIEN (+161.3K shares, valued at $1.7K), AES (+35.7K shares, valued at $512), DVN (+13.4K shares, valued at $492). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE368.7K shares-3.28%2025-12-312026-01-12
BROADCOM BROADCOM240.1K shares-2.59%2025-12-312026-01-12 MSFT MICROSOFT168.6K shares-0.15%2025-12-312026-01-12 LLY ELI LILLY51.2K shares-0.67%2025-12-312026-01-12 ALPHABET CL A ALPHABET CL A133.5K shares-4.63%2025-12-312026-01-12 ABBV ABBVIE169.7K shares0.03%2025-12-312026-01-12 MS MORGAN STANLEY192.7K shares-2.22%2025-12-312026-01-12 CSCO CISCO SYSTEMS391.7K shares-0.20%2025-12-312026-01-12 JNJ JOHNSON & JOHNSON145.3K shares-0.87%2025-12-312026-01-12 XOM EXXON MOBIL247.6K shares-0.69%2025-12-312026-01-12 AXP AMERICAN EXPRESS79.2K shares-1.14%2025-12-312026-01-12 PG PROCTER & GAMBLE181.2K shares-0.41%2025-12-312026-01-12 DGRW WISDOMTREE US DIV GROWTH ETF285.1K shares-1.84%2025-12-312026-01-12 NOC NORTHROP GRUMMAN39.2K shares0.73%2025-12-312026-01-12 AMAT APPLIED MATERIALS75.6K shares-7.85%2025-12-312026-01-12 JPM JPMORGAN CHASE55.9K shares0.33%2025-12-312026-01-12 NVT NVENT ELECTRIC165.4K shares0.62%2025-12-312026-01-12 NVDA NVIDIA87.4K shares5.77%2025-12-312026-01-12 IDA IDACORP126.8K shares0.58%2025-12-312026-01-12 HD HOME DEPOT46.1K shares-13.89%2025-12-312026-01-12 AMZN AMAZON64.5K shares1074.28%2025-12-312026-01-12 HUBBELL HUBBELL30.6K shares1.53%2025-12-312026-01-12 SPY SPDR S&P 500 EQUITY ETF19.2K shares-0.50%2025-12-312026-01-12 SYK STRYKER37.1K shares0.02%2025-12-312026-01-12 CRM SALESFORCE48.6K shares0.30%2025-12-312026-01-12 KR KROGER197.4K shares-1.08%2025-12-312026-01-12 VRTX VERTEX PHARMACEUTICALS25.8K shares-0.25%2025-12-312026-01-12 PANW PALO ALTO NETWORKS54.9K shares2.61%2025-12-312026-01-12 AMGN AMGEN30.2K shares-0.27%2025-12-312026-01-12 UBER UBER103.0K shares-9.23%2025-12-312026-01-12 PFE PFIZER328.3K shares1.03%2025-12-312026-01-12 EMXC ISHARES MSCI EMERGING MARKETS111.7K shares5.19%2025-12-312026-01-12 EOG EOG RESOURCES74.5K shares-17.11%2025-12-312026-01-12 FTNT FORTINET97.6K shares-0.11%2025-12-312026-01-12 DLR DIGITAL REALTY TRUST46.4K shares-0.46%2025-12-312026-01-12 DGRS WISDOMTREE US SMALLCAP DIV GRO137.5K shares-0.17%2025-12-312026-01-12 WM WASTE MANAGEMENT30.8K shares-0.13%2025-12-312026-01-12 CVX CHEVRON38.7K shares-7.00%2025-12-312026-01-12 ICLR ICON32.3K shares-2.22%2025-12-312026-01-12 IXUS ISHARES CORE INTERNATIONAL STO63.2K shares4.73%2025-12-312026-01-12 SPTM SPDR PORTFOLIO TOTAL EQUITY MA64.0K shares3.91%2025-12-312026-01-12 LMT LOCKHEED MARTIN9.6K shares-1.49%2025-12-312026-01-12 MO ALTRIA GROUP77.0K shares-10.52%2025-12-312026-01-12 O REALTY INCOME70.1K shares-6.04%2025-12-312026-01-12 PM PHILIP MORRIS24.4K shares0.00%2025-12-312026-01-12 SCHD SCHWAB US DIVIDEND EQ ETF139.2K shares-2.61%2025-12-312026-01-12 ABT ABBOTT LABS29.0K shares-0.20%2025-12-312026-01-12 IBM INTERNATIONAL BUSINESS MACHINE11.5K shares-1.41%2025-12-312026-01-12 ALPHABET CL C ALPHABET CL C10.7K shares-2.79%2025-12-312026-01-12 GLD SPDR GOLD TRUST ETF7.6K shares0.66%2025-12-312026-01-12 DHS WISDOMTREE HIGH DIVIDEND ETF29.3K shares-9.08%2025-12-312026-01-12 SYY SYSCO39.9K shares-0.50%2025-12-312026-01-12 XLK TECHNOLOGY SECTOR SPDR ETF18.4K shares97.69%2025-12-312026-01-12 HSY HERSHEY14.2K shares-9.30%2025-12-312026-01-12 PEP PEPSICO17.9K shares-6.13%2025-12-312026-01-12 CMA COMERICA28.1K shares-4.09%2025-12-312026-01-12 IWF ISHARES RUSSELL 1000 GROWTH IN5.0K shares-0.02%2025-12-312026-01-12 CASY CASEYS GENERAL STORES3.8K shares0.00%2025-12-312026-01-12 KO COCA-COLA27.5K shares-0.57%2025-12-312026-01-12 NEE NEXTERA ENERGY22.2K shares-0.31%2025-12-312026-01-12 LIEN CHICAGO ATLANTIC BDC161.3K sharesnew addition2025-12-312026-01-12 TD TORONTO-DOMINION BANK17.3K shares-1.98%2025-12-312026-01-12 XLV SPDR HEALTH CARE SECTOR ETF9.4K shares5.59%2025-12-312026-01-12 PHYS SPROTT PHYSICAL GOLD TRUST43.7K shares0.00%2025-12-312026-01-12 RTX RTX CORP7.7K shares-1.29%2025-12-312026-01-12 MERCK MERCK12.0K shares-1.76%2025-12-312026-01-12 CAT CATERPILLAR2.2K shares-1.37%2025-12-312026-01-12 MEDTRONIC MEDTRONIC12.2K shares-10.98%2025-12-312026-01-12 IJH ISHARES S&P MID-CAP EQUITY ETF16.3K shares-8.50%2025-12-312026-01-12 MMM 3M6.6K shares-4.19%2025-12-312026-01-12 ORCL ORACLE5.2K shares-0.95%2025-12-312026-01-12 BAC BANK OF AMERICA18.0K shares0.00%2025-12-312026-01-12 SMH VANECK SEMICONDUCTOR ETF2.7K shares-5.02%2025-12-312026-01-12 DE DEERE2.1K shares-2.10%2025-12-312026-01-12 MCD MCDONALDS3.2K shares-2.46%2025-12-312026-01-12 TRV TRAVELERS3.3K shares0.00%2025-12-312026-01-12 XNTK SPDR NYSE TECHNOLOGY EQUITY ET3.4K shares14.43%2025-12-312026-01-12 VIG VANGUARD DIVIDEND APPRECIATION4.2K shares3.72%2025-12-312026-01-12 CTAS CINTAS5.0K shares-1.81%2025-12-312026-01-12 INTC INTEL23.0K shares0.00%2025-12-312026-01-12 DUKE ENERGY DUKE ENERGY6.9K shares63.39%2025-12-312026-01-12 UNH UNITEDHEALTH GROUP2.4K shares0.00%2025-12-312026-01-12 IJR ISHARES S&P SMALLCAP 600 INDEX6.6K shares-9.47%2025-12-312026-01-12 BRK.A BERKSHIRE HATHAWAY CL A1 shares0.00%2025-12-312026-01-12 V VISA CL A2.1K shares-0.76%2025-12-312026-01-12 VWO VANGUARD FTSE EMERGING MARKETS13.3K shares2.00%2025-12-312026-01-12 PNC PNC FINANCIAL3.3K shares0.00%2025-12-312026-01-12 AZN ASTRAZENECA ADR7.4K shares0.00%2025-12-312026-01-12 MBWM MERCANTILE BANK14.0K shares-4.12%2025-12-312026-01-12 SPDW SPDR PORTFOLIO DEVELOPED WORLD15.1K shares0.00%2025-12-312026-01-12 BMY BRISTOL-MYERS SQUIBB12.2K shares-4.31%2025-12-312026-01-12 ADP AUTOMATIC DATA PROCESSING2.6K shares-0.97%2025-12-312026-01-12 TMO THERMO FISHER SCIENTIFIC1.1K shares-2.84%2025-12-312026-01-12 AMT AMERICAN TOWER3.7K shares0.00%2025-12-312026-01-12 NUE NUCOR3.9K shares105.26%2025-12-312026-01-12 CNI CANADIAN NATIONAL RAILWAY6.3K shares0.00%2025-12-312026-01-12 SRE SEMPRA ENERGY6.7K shares0.00%2025-12-312026-01-12 IVV ISHARES S&P 500 INDEX ETF853 shares-6.88%2025-12-312026-01-12 PSX PHILLIPS 664.4K shares-4.35%2025-12-312026-01-12 COST COSTCO WHOLESALE630 shares-4.55%2025-12-312026-01-12 T AT&T21.8K shares-21.56%2025-12-312026-01-12 EATON EATON1.6K shares-0.61%2025-12-312026-01-12 AES AES35.7K sharesnew addition2025-12-312026-01-12 DVN DEVON ENERGY13.4K sharesnew addition2025-12-312026-01-12 FCX FREEPORT-MCMORAN9.6K sharesnew addition2025-12-312026-01-12 DLTR DOLLAR TREE3.9K sharesnew addition2025-12-312026-01-12 WMT WALMART4.3K shares-5.51%2025-12-312026-01-12 AIG AMERICAN INTERNATIONAL GROUP5.6K sharesnew addition2025-12-312026-01-12 LUV SOUTHWEST AIRLINES11.6K sharesnew addition2025-12-312026-01-12 LULU LULULEMON ATHLETICA2.3K sharesnew addition2025-12-312026-01-12 TKO TKO GROUP HOLDINGS2.2K sharesnew addition2025-12-312026-01-12 META META PLATFORMS678 shares-3.83%2025-12-312026-01-12 KMB KIMBERLY CLARK4.4K shares-7.75%2025-12-312026-01-12 XLY SPDR CONSUMER DISCRETIONARY ET3.6K shares96.64%2025-12-312026-01-12 DIS WALT DISNEY3.8K shares-89.81%2025-12-312026-01-12 VZ VERIZON COMMUNICATIONS10.5K shares-10.60%2025-12-312026-01-12 MRNA MODERNA14.3K sharesnew addition2025-12-312026-01-12 SO SOUTHERN4.8K shares0.00%2025-12-312026-01-12 MA MASTERCARD710 shares0.00%2025-12-312026-01-12 VUG VANGUARD GROWTH ETF818 shares0.00%2025-12-312026-01-12 YUM YUM BRANDS2.6K shares0.00%2025-12-312026-01-12 SPGI S&P GLOBAL707 shares0.00%2025-12-312026-01-12 FAST FASTENAL9.0K shares0.00%2025-12-312026-01-12 FI FISERV INC5.3K shares0.00%2025-12-312026-01-12 NOBL PROSHARES S&P 500 DIVIDEND ARI3.4K shares-40.28%2025-12-312026-01-12 DFUV DIMENSIONAL US MARKETWIDE VALU7.4K shares0.00%2025-12-312026-01-12 TJX TJX COMPANIES2.0K shares-3.31%2025-12-312026-01-12 CLX CLOROX3.1K shares-2.74%2025-12-312026-01-12 APD AIR PRODUCTS & CHEMICALS1.1K shares0.00%2025-12-312026-01-12 BLK BLACKROCK250 shares0.00%2025-12-312026-01-12 PH PARKER-HANNIFIN299 shares0.00%2025-12-312026-01-12 GNTX GENTEX11.1K shares0.00%2025-12-312026-01-12 CL COLGATE PALMOLIVE3.2K shares0.00%2025-12-312026-01-12 XLE ENERGY SECTOR SPDR ETF5.5K shares95.90%2025-12-312026-01-12 VTI VANGUARD TOTAL STOCK MARKET ET727 shares-0.68%2025-12-312026-01-12 ADBE ADOBE688 shares-1.43%2025-12-312026-01-12 NSC NORFOLK SOUTHERN835 shares0.00%2025-12-312026-01-12 CHD CHURCH & DWIGHT2.9K shares0.00%2025-12-312026-01-12 GIS GENERAL MILLS5.1K shares-2.82%2025-12-312026-01-12 BF.B BROWN-FORMAN CL B8.9K shares0.00%2025-12-312026-01-12 EES WISDOMTREE SMALLCAP EARNINGS E3.9K shares-5.77%2025-12-312026-01-12 USB US BANCORP4.2K shares0.00%2025-12-312026-01-12 AEP AMERICAN ELECTRIC POWER1.9K shares0.00%2025-12-312026-01-12 DVY ISHARES DIVIDEND EQUITY ETF1.5K shares0.00%2025-12-312026-01-12 TT TRANE550 shares0.00%2025-12-312026-01-12 TSLA TESLA470 sharesnew addition2025-12-312026-01-12 ONEQ FIDELITY NASDAQ COMPOSITE INDE2.3K shares0.00%2025-12-312026-01-12 FNV FRANCO-NEVADA1.0K shares0.00%2025-12-312026-01-12 ATOS ATOSSA THERAPEUTICS21.0K shares0.00%2025-12-312026-01-12 VXRT VAXART25.0K shares0.00%2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available