• 13F History

LVM CAPITAL MANAGEMENT LTD/MI

13F Filings History

Latest 13F report
Q1 2025 - Apr 8, 2025
Value $
$898M
Signature - Title
Dave P. Cleveland - Principal
Location
Portage, MI
Summary
This page shows a list of all the recent 13F filings made by LVM CAPITAL MANAGEMENT LTD/MI. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LVM CAPITAL MANAGEMENT LTD/MI reported 147 stock holdings with total value $898M as of Q1 2025. Top holdings included AAPL, MSFT, AVGO, LLY, and ABBV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 147 $898M +$30M -$28M +$2.02M AAPL, MSFT, AVGO, LLY, ABBV 13F-HR 4/8/2025, 01:11 PM
Q4 2024 151 $930M +$48.7M -$37.9M +$10.9M AAPL, AVGO, MSFT, LLY, PG 13F-HR 1/10/2025, 12:44 PM
Q3 2024 138 $783M $0 $0 AAPL, MSFT, LLY, PG, XOM 13F-HR 10/3/2024, 02:38 PM
Q2 2024 138 $879M +$27.1M -$24.6M +$2.52M AAPL, MSFT, AVGO, LLY, PG 13F-HR 7/16/2024, 12:57 PM
Q1 2024 135 $847M +$18.9M -$16.5M +$2.42M MSFT, AAPL, AVGO, PG, LLY 13F-HR 4/15/2024, 10:03 AM
Q4 2023 141 $781M +$35.7M -$28.8M +$6.86M AAPL, MSFT, AVGO, PG, ABBV 13F-HR 1/12/2024, 11:49 AM
Q3 2023 134 $709M +$28.4M -$26.3M +$2.09M AAPL, MSFT, AVGO, XOM, PG 13F-HR 10/10/2023, 04:02 PM
Q2 2023 139 $748M +$15.4M -$16.2M -$852K AAPL, MSFT, AVGO, PG, XOM 13F-HR 7/7/2023, 12:35 PM
Q1 2023 139 $721M +$21.9M -$15.6M +$6.3M AAPL, MSFT, AVGO, PG, XOM 13F-HR 4/17/2023, 09:40 AM
Q4 2022 132 $690M +$19.2M -$32.2M -$12.9M AAPL, MSFT, PG, ABBV, XOM 13F-HR 1/3/2023, 11:41 AM
Q3 2022 130 $653M +$45.6M -$17.1M +$28.5M AAPL, MSFT, JNJ, PG, ABBV 13F-HR 10/5/2022, 12:16 PM
Q2 2022 129 $690M +$36.6M -$5.85M +$30.7M AAPL, MSFT, PG, ABBV, JNJ 13F-HR 7/14/2022, 03:13 PM
Q1 2022 138 $757M +$40.9M -$5.5M +$35.4M AAPL, MSFT, PG, ABBV, AVGO 13F-HR 4/13/2022, 11:26 AM
Q4 2021 130 $750M +$21.5M -$18.3M +$3.21M AAPL, MSFT, PG, AVGO, SYK 13F-HR 1/4/2022, 11:24 AM
Q3 2021 129 $663M +$29.4M -$21.1M +$8.33M AAPL, MSFT, PG, SYK, JNJ 13F-HR 10/5/2021, 03:11 PM
Q2 2021 129 $655M +$20.4M -$13.9M +$6.52M AAPL, MSFT, PG, SYK, ABBV 13F-HR 7/8/2021, 11:12 AM
Q1 2021 127 $616M +$16M -$14.5M +$1.45M AAPL, MSFT, PG, SYK, ABBV 13F-HR 4/6/2021, 01:02 PM
Q4 2020 121 $594M +$48.4M -$18.2M +$30.2M AAPL, MSFT, PG, ABBV, SYK 13F-HR 1/11/2021, 10:42 AM
Q3 2020 105 $516M +$56.5M -$4.36M +$52.2M AAPL, MSFT, JNJ, SYK, ABBV 13F-HR 10/5/2020, 03:51 PM
Q2 2020 104 $488M +$30.8M -$12.8M +$18M AAPL, MSFT, ABBV, CSCO, INTC 13F-HR 7/13/2020, 11:59 AM
Q1 2020 102 $406M +$15.3M -$21.7M -$6.36M AAPL, MSFT, ABBV, DLR, INTC 13F-HR 4/16/2020, 02:00 PM
Q4 2019 117 $507M +$21.7M -$18.9M +$2.82M AAPL, MSFT, DLR, ABBV, CSCO 13F-HR 1/15/2020, 11:55 AM
Q3 2019 115 $471M +$21.6M -$2.99M +$18.6M AAPL, MSFT, DLR, BA, CSCO 13F-HR 10/4/2019, 02:50 PM
Q2 2019 109 $439M +$6.03M -$3.31M +$2.72M AAPL, MSFT, CSCO, DLR, BA 13F-HR 7/2/2019, 12:25 PM
Q1 2019 109 $436M +$20.9M -$11.8M +$9.05M AAPL, MSFT, CSCO, BA, DLR 13F-HR 4/5/2019, 08:56 AM
Q4 2018 104 $382M +$20.1M -$18.2M +$1.88M AAPL, MSFT, DLR, BA, CSCO 13F-HR 1/14/2019, 01:54 PM
Q3 2018 112 $438M +$5.58M -$10.6M -$5.01M AAPL, MSFT, BA, CSCO, DLR 13F-HR 10/5/2018, 04:03 PM
Q2 2018 111 $415M +$17.7M -$31.7M -$14.1M AAPL, MSFT, BA, DLR, CSCO 13F-HR 7/10/2018, 09:03 AM
Q1 2018 113 $434M +$9.47M -$7.5M +$1.97M WM, AAPL, MSFT, BA, CSCO 13F-HR 4/16/2018, 12:08 PM
Q4 2017 116 $442M +$24.2M -$24.2M +$30.4K WM, AAPL, DLR, MSFT, BA 13F-HR 1/11/2018, 07:52 AM
Q3 2017 116 $419M +$42.8M -$13.5M +$29.3M WM, AAPL, DLR, MSFT, BA 13F-HR 10/16/2017, 11:49 AM
Q2 2017 116 $392M +$20.8M -$13.1M +$7.75M WM, AAPL, DFT, JNJ, MSFT 13F-HR 7/14/2017, 02:54 PM
Q1 2017 115 $389M +$28.8M -$10.6M +$18.2M WM, AAPL, DFT, T, MSFT 13F-HR 4/11/2017, 12:15 PM
Q4 2016 113 $362M WM, AAPL, DFT, T, MSFT 13F-HR 1/9/2017, 01:46 PM
Q3 2016 73 $182M AAPL, T, XOM, BCE, JNJ 13F-HR 10/3/2016, 02:26 PM
Q2 2016 113 $346M +$28M -$6.18M +$21.8M WM, DFT, AAPL, T, JNJ 13F-HR 7/8/2016, 12:02 PM
Q1 2016 106 $315M +$44.4M -$20.4M +$24M WM, AAPL, DFT, T, MSFT 13F-HR 4/4/2016, 12:11 PM
Q4 2015 104 $283M +$7.68M -$14.7M -$7.01M AAPL, DFT, T, MSFT, JNJ 13F-HR 1/13/2016, 01:03 PM
Q3 2015 105 $277M +$21M -$8.36M +$12.6M AAPL, T, CSCO, JNJ, DFT 13F-HR 10/20/2015, 01:58 PM
Q2 2015 111 $300M +$15.8M -$4.18M +$11.6M AAPL, T, DFT, CSCO, TYGXXXX 13F-HR 7/8/2015, 11:06 AM
Q1 2015 108 $299M +$25.8M -$13.8M +$11.9M AAPL, DFT, TYGXXXX, T, CSCO 13F-HR 4/8/2015, 01:18 PM
Q4 2014 117 $301M +$9.31M -$19.6M -$10.3M AAPL, DFT, T, TYGXXXX, CSCO 13F-HR 1/9/2015, 11:31 AM
Q3 2014 116 $304M +$11.5M -$11M +$527K AAPL, TYGXXXX, T, DFT, MSFT 13F-HR 10/3/2014, 02:42 PM
Q2 2014 111 $310M +$30.5M -$9.44M +$21M AAPL, TYGXXXX, T, DFT, XOM 13F-HR 7/14/2014, 08:58 AM
Q1 2014 115 $287M +$42.9M -$22.2M +$20.7M T, AAPL, TYGXXXX, XOM, ESVXXXX 13F-HR 4/14/2014, 02:55 PM
Q4 2013 115 $282M AAPL, TYGXXXX, XOM, DEM, T 13F-HR 1/21/2014, 07:42 AM