$0 is the total value of LVM CAPITAL MANAGEMENT LTD/MI's 0 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MET | New | METLIFE | $5,195,000 | – | 96,700 | +100.0% | 1.71% | – |
HEDJ | New | WISDOMTREE EUROPE HEDGED EQUIT | $282,000 | – | 4,875 | +100.0% | 0.09% | – |
GOOG | New | GOOGLE - CL C | $234,000 | – | 405 | +100.0% | 0.08% | – |
AMGN | New | AMGEN | $225,000 | – | 1,600 | +100.0% | 0.07% | – |
DNB | New | DUN & BRADSTREET | $211,000 | – | 1,800 | +100.0% | 0.07% | – |
BRKA | New | BERKSHIRE HATHAWAY - CLASS A | $207,000 | – | 1 | +100.0% | 0.07% | – |
EMC | New | EMC | $205,000 | – | 7,000 | +100.0% | 0.07% | – |
CLX | New | CLOROX | $203,000 | – | 2,117 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-10-03
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE | 42 | Q3 2023 | 10.8% |
MICROSOFT | 42 | Q3 2023 | 8.5% |
CISCO SYSTEMS | 42 | Q3 2023 | 4.7% |
JOHNSON & JOHNSON | 42 | Q3 2023 | 4.2% |
ABBVIE | 42 | Q3 2023 | 4.3% |
AT&T | 42 | Q3 2023 | 4.7% |
EXXON MOBIL | 42 | Q3 2023 | 4.2% |
INTEL | 42 | Q3 2023 | 3.9% |
IDACORP | 42 | Q3 2023 | 2.6% |
TORONTO-DOMINION BANK | 42 | Q3 2023 | 2.7% |
View LVM CAPITAL MANAGEMENT LTD/MI's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-15 |
13F-HR | 2024-01-12 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-07 |
13F-HR | 2023-04-17 |
13F-HR | 2023-01-03 |
13F-HR | 2022-10-05 |
13F-HR | 2022-07-14 |
13F-HR | 2022-04-13 |
13F-HR | 2022-01-04 |
View LVM CAPITAL MANAGEMENT LTD/MI's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.