Filed: 4/8/2025ACC: 0001053054-25-000004
📋 What this filing means
LVM CAPITAL MANAGEMENT LTD/MI filed this quarterly 13F‑HR report disclosing 151 equity positions with a total reported market value of $898.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
151
Positions
$898.1K
Total AUM (reported)
7.02M
Total Shares
Allocation by class
COM$898.1K100.0%
Portfolio Concentration
Top 3$200.3K22.3%
4–10$209.0K23.3%
11–25$243.7K27.1%
Rest$245.1K27.3%
Top 3 weight
22.3%
Top 10 weight
45.6%
Voting Authority Distribution
Total shares with voting rights: 7.02M
Sole
Full voting authority
7.02M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole151
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings151
Rows:
APPLE
SOLEShares390.91K
TypeSH
Market value$86.8K
9.67%
Sole
390.91K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares177.87K
TypeSH
Market value$66.8K
7.43%
Sole
177.87K
Shared
0.00
None
0.00
BROADCOM
SOLEShares278.94K
TypeSH
Market value$46.7K
5.20%
Sole
278.94K
Shared
0.00
None
0.00
ELI LILLY
SOLEShares49.57K
TypeSH
Market value$40.9K
4.56%
Sole
49.57K
Shared
0.00
None
0.00
ABBVIE
SOLEShares166.13K
TypeSH
Market value$34.8K
3.88%
Sole
166.13K
Shared
0.00
None
0.00
PROCTER & GAMBLE
SOLEShares182.10K
TypeSH
Market value$31.0K
3.46%
Sole
182.10K
Shared
0.00
None
0.00
EXXON MOBIL
SOLEShares248.35K
TypeSH
Market value$29.5K
3.29%
Sole
248.35K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares148.18K
TypeSH
Market value$24.6K
2.74%
Sole
148.18K
Shared
0.00
None
0.00
CISCO SYSTEMS
SOLEShares395.99K
TypeSH
Market value$24.4K
2.72%
Sole
395.99K
Shared
0.00
None
0.00
WISDOMTREE US DIV GROWTH ETF
SOLEShares296.05K
TypeSH
Market value$23.6K
2.63%
Sole
296.05K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares86.15K
TypeSH
Market value$23.2K
2.58%
Sole
86.15K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares197.17K
TypeSH
Market value$23.0K
2.56%
Sole
197.17K
Shared
0.00
None
0.00
ALPHABET CL A
SOLEShares143.38K
TypeSH
Market value$22.2K
2.47%
Sole
143.38K
Shared
0.00
None
0.00
HOME DEPOT
SOLEShares54.32K
TypeSH
Market value$19.9K
2.22%
Sole
54.32K
Shared
0.00
None
0.00
ISHARES GOLD TRUST ETF
SOLEShares293.83K
TypeSH
Market value$17.3K
1.93%
Sole
293.83K
Shared
0.00
None
0.00
NORTHROP GRUMMAN
SOLEShares33.25K
TypeSH
Market value$17.0K
1.90%
Sole
33.25K
Shared
0.00
None
0.00
LOCKHEED MARTIN
SOLEShares33.89K
TypeSH
Market value$15.1K
1.69%
Sole
33.89K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS
SOLEShares29.91K
TypeSH
Market value$14.5K
1.61%
Sole
29.91K
Shared
0.00
None
0.00
IDACORP
SOLEShares122.98K
TypeSH
Market value$14.3K
1.59%
Sole
122.98K
Shared
0.00
None
0.00
KROGER
SOLEShares206.34K
TypeSH
Market value$14.0K
1.56%
Sole
206.34K
Shared
0.00
None
0.00
STRYKER
SOLEShares37.20K
TypeSH
Market value$13.8K
1.54%
Sole
37.20K
Shared
0.00
None
0.00
JPMORGAN CHASE
SOLEShares53.35K
TypeSH
Market value$13.1K
1.46%
Sole
53.35K
Shared
0.00
None
0.00
SALESFORCE
SOLEShares46.68K
TypeSH
Market value$12.5K
1.39%
Sole
46.68K
Shared
0.00
None
0.00
APPLIED MATERIALS
SOLEShares81.94K
TypeSH
Market value$11.9K
1.32%
Sole
81.94K
Shared
0.00
None
0.00
SPDR S&P 500 EQUITY ETF
SOLEShares21.22K
TypeSH
Market value$11.9K
1.32%
Sole
21.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | COM | 390.91K | SH | $86.8K 9.67% | 390.91K | 0.00 | 0.00 |
MICROSOFTSOLE | COM | 177.87K | SH | $66.8K 7.43% | 177.87K | 0.00 | 0.00 |
BROADCOMSOLE | COM | 278.94K | SH | $46.7K 5.20% | 278.94K | 0.00 | 0.00 |
ELI LILLYSOLE | COM | 49.57K | SH | $40.9K 4.56% | 49.57K | 0.00 | 0.00 |
ABBVIESOLE | COM | 166.13K | SH | $34.8K 3.88% | 166.13K | 0.00 | 0.00 |
PROCTER & GAMBLESOLE | COM | 182.10K | SH | $31.0K 3.46% | 182.10K | 0.00 | 0.00 |
EXXON MOBILSOLE | COM | 248.35K | SH | $29.5K 3.29% | 248.35K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 148.18K | SH | $24.6K 2.74% | 148.18K | 0.00 | 0.00 |
CISCO SYSTEMSSOLE | COM | 395.99K | SH | $24.4K 2.72% | 395.99K | 0.00 | 0.00 |
WISDOMTREE US DIV GROWTH ETFSOLE | COM | 296.05K | SH | $23.6K 2.63% | 296.05K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | COM | 86.15K | SH | $23.2K 2.58% | 86.15K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 197.17K | SH | $23.0K 2.56% | 197.17K | 0.00 | 0.00 |
ALPHABET CL ASOLE | COM | 143.38K | SH | $22.2K 2.47% | 143.38K | 0.00 | 0.00 |
HOME DEPOTSOLE | COM | 54.32K | SH | $19.9K 2.22% | 54.32K | 0.00 | 0.00 |
ISHARES GOLD TRUST ETFSOLE | COM | 293.83K | SH | $17.3K 1.93% | 293.83K | 0.00 | 0.00 |
NORTHROP GRUMMANSOLE | COM | 33.25K | SH | $17.0K 1.90% | 33.25K | 0.00 | 0.00 |
LOCKHEED MARTINSOLE | COM | 33.89K | SH | $15.1K 1.69% | 33.89K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALSSOLE | COM | 29.91K | SH | $14.5K 1.61% | 29.91K | 0.00 | 0.00 |
IDACORPSOLE | COM | 122.98K | SH | $14.3K 1.59% | 122.98K | 0.00 | 0.00 |
KROGERSOLE | COM | 206.34K | SH | $14.0K 1.56% | 206.34K | 0.00 | 0.00 |
STRYKERSOLE | COM | 37.20K | SH | $13.8K 1.54% | 37.20K | 0.00 | 0.00 |
JPMORGAN CHASESOLE | COM | 53.35K | SH | $13.1K 1.46% | 53.35K | 0.00 | 0.00 |
SALESFORCESOLE | COM | 46.68K | SH | $12.5K 1.39% | 46.68K | 0.00 | 0.00 |
APPLIED MATERIALSSOLE | COM | 81.94K | SH | $11.9K 1.32% | 81.94K | 0.00 | 0.00 |
SPDR S&P 500 EQUITY ETFSOLE | COM | 21.22K | SH | $11.9K 1.32% | 21.22K | 0.00 | 0.00 |
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