LVM CAPITAL MANAGEMENT LTD/MI

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 16, 2024
Value $
$879M
Signature - Title
Dasve P. Cleveland - Principal
Location
7840 Moorsbridge Road, Portage, MI
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 136 $847M +$18.9M -$16.5M +$2.42M MSFT, AAPL, AVGO, PG, LLY 13F-HR 4/15/2024, 10:03 AM
Q4 2023 142 $781M +$35.7M -$28.8M +$6.85M AAPL, MSFT, AVGO, PG, ABBV 13F-HR 1/12/2024, 11:49 AM
Q3 2023 134 $709M +$28.4M -$32M -$3.62M AAPL, MSFT, AVGO, XOM, PG 13F-HR 10/10/2023, 04:02 PM
Q2 2023 139 $748M +$15.4M -$24.9M -$9.53M AAPL, MSFT, AVGO, PG, XOM 13F-HR 7/7/2023, 12:35 PM
Q1 2023 139 $721M +$21.9M -$21.1M +$804K AAPL, MSFT, AVGO, PG, XOM 13F-HR 4/17/2023, 09:40 AM
Q4 2022 132 $690M +$19.2M -$41M -$21.8M AAPL, MSFT, PG, ABBV, XOM 13F-HR 1/3/2023, 12:41 PM
Q3 2022 130 $653M +$45.6M -$23.6M +$22M AAPL, MSFT, JNJ, PG, ABBV 13F-HR 10/5/2022, 12:16 PM
Q2 2022 129 $690M +$36.6M -$14.7M +$21.9M AAPL, MSFT, PG, ABBV, JNJ 13F-HR 7/14/2022, 03:13 PM
Q1 2022 138 $757M +$40.9M -$6.55M +$34.4M AAPL, MSFT, PG, ABBV, AVGO 13F-HR 4/13/2022, 11:26 AM
Q4 2021 130 $750M +$21.5M -$19.3M +$2.23M AAPL, MSFT, PG, AVGO, SYK 13F-HR 1/4/2022, 12:24 PM
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, 11:42 AM
Q3 2020 105 $516M +$56.5M -$9.44M +$47.1M AAPL, MSFT, JNJ, SYK, ABBV 13F-HR 10/5/2020, 03:51 PM
Q2 2020 104 $488M +$30.8M -$21.5M +$9.33M AAPL, MSFT, ABBV, CSCO, INTC 13F-HR 7/13/2020, 11:59 AM
Q1 2020 102 $406M +$15.3M -$27.2M -$11.9M AAPL, MSFT, ABBV, DLR, INTC 13F-HR 4/16/2020, 02:00 PM
Q4 2019 117 $507M +$21.7M -$19.8M +$1.87M AAPL, MSFT, DLR, ABBV, CSCO 13F-HR 1/15/2020, 12:55 PM
Q3 2019 115 $471M +$21.6M -$3.19M +$18.4M AAPL, MSFT, DLR, BA, CSCO 13F-HR 10/4/2019, 02:50 PM
Q2 2019 109 $439M +$6.03M -$10.6M -$4.54M AAPL, MSFT, CSCO, DLR, BA 13F-HR 7/2/2019, 12:25 PM
Q1 2019 109 $436M +$20.9M -$12M +$8.85M AAPL, MSFT, CSCO, BA, DLR 13F-HR 4/5/2019, 08:56 AM
Q4 2018 104 $382M +$20.1M -$29M -$8.9M AAPL, MSFT, DLR, BA, CSCO 13F-HR 1/14/2019, 02:54 PM
Q3 2018 112 $438M +$5.58M -$11.8M -$6.18M AAPL, MSFT, BA, CSCO, DLR 13F-HR 10/5/2018, 04:03 PM
Q2 2018 111 $415M +$17.7M -$39M -$21.3M AAPL, MSFT, BA, DLR, CSCO 13F-HR 7/10/2018, 09:03 AM
Q1 2018 113 $434M +$9.47M -$12.6M -$3.13M WM, AAPL, MSFT, BA, CSCO 13F-HR 4/16/2018, 12:08 PM
Q4 2017 116 $442M +$24.2M -$26.4M -$2.17M WM, AAPL, DLR, MSFT, BA 13F-HR 1/11/2018, 08:52 AM
Q3 2017 116 $419M +$42.8M -$37.2M +$5.62M WM, AAPL, DLR, MSFT, BA 13F-HR 10/16/2017, 11:49 AM
Q2 2017 116 $392M +$20.8M -$24.1M -$3.25M WM, AAPL, DFT, JNJ, MSFT 13F-HR 7/14/2017, 02:54 PM
Q1 2017 115 $389M +$28.8M -$18.2M +$10.6M WM, AAPL, DFT, T, MSFT 13F-HR 4/11/2017, 12:15 PM
Q4 2016 113 $362M +$135M -$113M +$22.2M WM, AAPL, DFT, T, MSFT 13F-HR 1/9/2017, 02:46 PM
Q3 2016 111 $289M +$109M -$120M -$11.4M AAPL, TYG, T, DFT, XOM 13F-HR 10/3/2016, 02:26 PM
Q2 2016 113 $346M +$28M -$14.3M +$13.7M WM, DFT, AAPL, T, JNJ 13F-HR 7/8/2016, 12:02 PM
Q1 2016 106 $315M +$44.4M -$22.5M +$21.9M WM, AAPL, DFT, T, MSFT 13F-HR 4/4/2016, 12:11 PM
Q4 2015 104 $283M +$7.68M -$20.1M -$12.4M AAPL, DFT, T, MSFT, JNJ 13F-HR 1/13/2016, 02:03 PM
Q3 2015 105 $277M +$21M -$20M +$912K AAPL, T, CSCO, JNJ, DFT 13F-HR 10/20/2015, 01:58 PM
Q2 2015 111 $300M +$15.8M -$10.7M +$5.01M AAPL, T, DFT, CSCO, TYG 13F-HR 7/8/2015, 11:06 AM
Q1 2015 108 $299M +$25.8M -$21M +$4.83M AAPL, DFT, TYG, T, CSCO 13F-HR 4/8/2015, 01:18 PM
Q4 2014 117 $301M +$9.31M -$22M -$12.7M AAPL, DFT, T, TYG, CSCO 13F-HR 1/9/2015, 12:31 PM
Q3 2014 116 $304M +$11.5M -$11.6M -$87.1K AAPL, TYG, T, DFT, MSFT 13F-HR 10/3/2014, 02:42 PM
Q2 2014 111 $310M +$30.5M -$11.6M +$18.9M AAPL, TYG, T, DFT, XOM 13F-HR 7/14/2014, 08:58 AM
Q1 2014 115 $287M +$42.9M -$31.9M +$11M T, AAPL, TYG, XOM, ESV 13F-HR 4/14/2014, 02:55 PM
Q4 2013 115 $282M $0 $0 AAPL, TYG, XOM, DEM, T 13F-HR 1/21/2014, 08:42 AM