$0 is the total value of LVM CAPITAL MANAGEMENT LTD/MI's 0 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 125.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HPTY | Exit | HEMP TECHNOLOGY | $0 | – | -20,000 | -100.0% | 0.00% | – |
| IHI | Exit | ISHARES US MEDICAL DEVICES | $0 | – | -628 | -100.0% | -0.04% | – |
| CVS | Exit | CVS HEALTH | $0 | – | -3,063 | -100.0% | -0.04% | – |
| VTRS | Exit | VIATRIS | $0 | – | -16,234 | -100.0% | -0.05% | – |
| MCBC | Exit | MACATAWA BANK | $0 | – | -105,306 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-06
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.