0001053054-15-000002.txt : 20150408
0001053054-15-000002.hdr.sgml : 20150408
20150408131819
ACCESSION NUMBER: 0001053054-15-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150331
FILED AS OF DATE: 20150408
DATE AS OF CHANGE: 20150408
EFFECTIVENESS DATE: 20150408
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: LVM CAPITAL MANAGEMENT LTD/MI
CENTRAL INDEX KEY: 0001053054
IRS NUMBER: 382813532
STATE OF INCORPORATION: MI
FISCAL YEAR END: 0630
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-06658
FILM NUMBER: 15758543
BUSINESS ADDRESS:
STREET 1: 7840 MOORSBRIDGE ROAD
CITY: PORTAGE
STATE: MI
ZIP: 49024
BUSINESS PHONE: 6163218120
MAIL ADDRESS:
STREET 1: 7840 MOORSBRIDGE ROAD
CITY: PORTAGE
STATE: MI
ZIP: 49024
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001053054
XXXXXXXX
03-31-2015
03-31-2015
LVM CAPITAL MANAGEMENT LTD/MI
7840 MOORSBRIDGE ROAD
PORTAGE
MI
49024
13F HOLDINGS REPORT
028-06658
N
Dave P. Cleveland
Principal
269-321-8120
Dave P. Cleveland
Portage
MI
04-08-2015
0
0
0
false
INFORMATION TABLE
2
form13f03312015a1.xml
3M
COM
88579Y101
3060
18549
SH
SOLE
18549
0
0
ABBOTT LABS
COM
002824100
2531
54630
SH
SOLE
54630
0
0
ABBVIE
COM
00287Y109
8788
150119
SH
SOLE
150119
0
0
ACCENTURE PLC-CL A
COM
G1151C101
365
3900
SH
SOLE
3900
0
0
AGL RESOURCES
COM
001204106
1235
24870
SH
SOLE
24870
0
0
AIR PRODUCTS & CHEMICALS
COM
009158106
250
1650
SH
SOLE
1650
0
0
ALLIANCE DATA SYSTEMS
COM
018581108
652
2200
SH
SOLE
2200
0
0
ALTRIA GROUP
COM
02209S103
3059
61150
SH
SOLE
61150
0
0
AMERICAN WATER WORKS
COM
030420103
274
5050
SH
SOLE
5050
0
0
AMEX TECHNOLOGY SELECT SECTOR
COM
81369Y803
341
8233
SH
SOLE
8233
0
0
AMGEN
COM
031162100
256
1600
SH
SOLE
1600
0
0
APPLE
COM
037833100
19011
152786
SH
SOLE
152786
0
0
APPLIED MATERIALS
COM
038222105
713
31600
SH
SOLE
31600
0
0
ASTRAZENECA PLC-ADR
COM
046353108
630
9200
SH
SOLE
9200
0
0
AT&T
COM
00206R102
11562
354117
SH
SOLE
354117
0
0
BANK OF AMERICA
COM
060505104
203
13159
SH
SOLE
13159
0
0
BAXTER INTERNATIONAL
COM
071813109
6398
93395
SH
SOLE
93395
0
0
BCE
COM
05534B760
9346
220625
SH
SOLE
220625
0
0
BERKSHIRE HATHAWAY - CLASS A
COM
084670108
218
1
SH
SOLE
1
0
0
BERKSHIRE HATHAWAY CL B
COM
084670702
603
4180
SH
SOLE
4180
0
0
BRISTOL-MYERS SQUIBB
COM
110122108
1525
23637
SH
SOLE
23637
0
0
CANADIAN NATIONAL RAILWAY
COM
136375102
568
8494
SH
SOLE
8494
0
0
CASEYS GENERAL STORES
COM
147528103
543
6025
SH
SOLE
6025
0
0
CHEVRON
COM
166764100
4462
42499
SH
SOLE
42499
0
0
CHURCH & DWIGHT CO
COM
171340102
278
3250
SH
SOLE
3250
0
0
CINTAS
COM
172908105
286
3500
SH
SOLE
3500
0
0
CISCO SYSTEMS
COM
17275R102
11542
419327
SH
SOLE
419327
0
0
CLOROX
COM
189054109
234
2117
SH
SOLE
2117
0
0
COCA-COLA
COM
191216100
837
20632
SH
SOLE
20632
0
0
COLGATE PALMOLIVE
COM
194162103
277
4000
SH
SOLE
4000
0
0
CONOCOPHILLIPS
COM
20825C104
591
9500
SH
SOLE
9500
0
0
CORNING
COM
219350105
3399
149881
SH
SOLE
149881
0
0
CVS HEALTH
COM
126650100
716
6933
SH
SOLE
6933
0
0
DIAGEO PLC-SP ADR
COM
25243Q205
332
3000
SH
SOLE
3000
0
0
DISCOVER FINANCIAL SERVICES
COM
254709108
7137
126650
SH
SOLE
126650
0
0
DOW CHEMICAL
COM
260543103
288
6000
SH
SOLE
6000
0
0
DUKE ENERGY
COM
26441C204
652
8494
SH
SOLE
8494
0
0
DUN & BRADSTREET
COM
26483E100
231
1800
SH
SOLE
1800
0
0
DUPONT FABROS TECHNOLOGY
COM
26613Q106
13311
407315
SH
SOLE
407315
0
0
ELI LILLY
COM
532457108
3958
54482
SH
SOLE
54482
0
0
ENSCO PLC
COM
G3157S106
340
16150
SH
SOLE
16150
0
0
EVERSOURCE ENERGY
COM
30040W108
363
7186
SH
SOLE
7186
0
0
EXXON MOBIL
COM
30231G102
9371
110242
SH
SOLE
110242
0
0
FIRST TRUST TECHNOLOGY DIVIDEN
COM
33738R118
641
23790
SH
SOLE
23790
0
0
FISERV
COM
337738108
275
3460
SH
SOLE
3460
0
0
GENERAL ELECTRIC
COM
369604103
601
24226
SH
SOLE
24226
0
0
GENERAL MILLS
COM
370334104
433
7642
SH
SOLE
7642
0
0
GENERAL MOTORS
COM
37045V100
5027
134048
SH
SOLE
134048
0
0
GOOGLE - CL C
COM
38259P706
222
405
SH
SOLE
405
0
0
HOME DEPOT
COM
437076102
204
1800
SH
SOLE
1800
0
0
IDACORP
COM
451107106
5940
94485
SH
SOLE
94485
0
0
INTEL
COM
458140100
9318
297973
SH
SOLE
297973
0
0
INTERNATIONAL BUSINESS MACHINE
COM
459200101
694
4323
SH
SOLE
4323
0
0
ISHARES GLOBAL ENERGY FUND
COM
464287341
402
11260
SH
SOLE
11260
0
0
JOHNSON & JOHNSON
COM
478160104
9420
93639
SH
SOLE
93639
0
0
KBS REIT I NSA
COM
48299T105
58
12791
SH
SOLE
12791
0
0
KELLOGG
COM
487836108
4382
66450
SH
SOLE
66450
0
0
KINDER MORGAN
COM
49456B101
345
8200
SH
SOLE
8200
0
0
LORILLARD
COM
544147101
1367
20925
SH
SOLE
20925
0
0
LYONDELLBASELL INDUSTRIES CL A
COM
N53745100
290
3300
SH
SOLE
3300
0
0
MCDONALDS
COM
580135101
331
3398
SH
SOLE
3398
0
0
MEDICAL PROPERTIES TRUST
COM
58463J304
9709
658690
SH
SOLE
658690
0
0
MEDTRONIC
COM
G5960L103
318
4081
SH
SOLE
4081
0
0
MERCANTILE BANK
COM
587376104
283
14495
SH
SOLE
14495
0
0
MERCK
COM
58933Y105
665
11568
SH
SOLE
11568
0
0
METLIFE
COM
59156R108
5252
103900
SH
SOLE
103900
0
0
MICROSOFT
COM
594918104
9616
236536
SH
SOLE
236536
0
0
NEVADA GOLD & CASINOS
COM
64126Q206
212
146000
SH
SOLE
146000
0
0
NEXTERA ENERGY
COM
65339F101
780
7500
SH
SOLE
7500
0
0
NORTHROP GRUMMAN
COM
666807102
970
6025
SH
SOLE
6025
0
0
ORACLE
COM
68389X105
356
8250
SH
SOLE
8250
0
0
PEPSICO
COM
713448108
1435
15009
SH
SOLE
15009
0
0
PFIZER
COM
717081103
2905
83507
SH
SOLE
83507
0
0
PHILIP MORRIS
COM
718172109
6203
82345
SH
SOLE
82345
0
0
PHILLIPS 66
COM
718546104
334
4250
SH
SOLE
4250
0
0
PLUM CREEK TIMBER
COM
729251108
975
22450
SH
SOLE
22450
0
0
PNC FINANCIAL SERVICES GROUP
COM
693475105
8218
88135
SH
SOLE
88135
0
0
PROCTER & GAMBLE
COM
742718109
1717
20948
SH
SOLE
20948
0
0
REINSURANCE GROUP OF AMERICA
COM
759351604
214
2300
SH
SOLE
2300
0
0
SCANA CORP
COM
80589M102
10020
182220
SH
SOLE
182220
0
0
SEMPRA ENERGY
COM
816851109
382
3500
SH
SOLE
3500
0
0
SHIP FINANCE
COM
G81075106
7768
524891
SH
SOLE
524891
0
0
SKINNY NUTRITIONAL
COM
830695102
0
242900
SH
SOLE
242900
0
0
SPDR GOLD TRUST
COM
78463V107
336
2960
SH
SOLE
2960
0
0
SPECTRA ENERGY
COM
847560109
225
6216
SH
SOLE
6216
0
0
SPROTT PHYSICAL GOLD TRUST
COM
85207H104
245
25000
SH
SOLE
25000
0
0
STRYKER
COM
863667101
2895
31383
SH
SOLE
31383
0
0
SYSCO
COM
871829107
640
16950
SH
SOLE
16950
0
0
THE TRAVELERS GROUP COMPANIES
COM
89417E109
562
5200
SH
SOLE
5200
0
0
THERMO FISHER SCIENTIFIC
COM
883556102
383
2850
SH
SOLE
2850
0
0
TORONTO-DOMINION BANK
COM
891160509
7264
169525
SH
SOLE
169525
0
0
TORTOISE ENERGY INFRASTRUCTURE
COM
89147L100
11853
282006
SH
SOLE
282006
0
0
TOTAL SA ADR
COM
89151E109
6036
121555
SH
SOLE
121555
0
0
TRINITY INDUSTRIES
COM
896522109
4990
140525
SH
SOLE
140525
0
0
UNITED PARCEL SERVICE CL B
COM
911312106
314
3240
SH
SOLE
3240
0
0
UNITED TECHNOLOGIES
COM
913017109
311
2650
SH
SOLE
2650
0
0
UNITEDHEALTH GROUP
COM
91324P102
631
5334
SH
SOLE
5334
0
0
UNIVERSAL
COM
913456109
1150
24375
SH
SOLE
24375
0
0
US BANCORP
COM
902973304
225
5160
SH
SOLE
5160
0
0
WAL-MART STORES
COM
931142103
2517
30600
SH
SOLE
30600
0
0
WALGREEN BOOTS ALLIANCE
COM
931427108
278
3281
SH
SOLE
3281
0
0
WASTE MANAGEMENT
COM
94106L109
211
3900
SH
SOLE
3900
0
0
WESTERN UNION
COM
959802109
1322
63525
SH
SOLE
63525
0
0
WHIRLPOOL
COM
963320106
328
1625
SH
SOLE
1625
0
0
WISDOMTREE DEFA EQUITY INCOME
COM
97717W802
736
17015
SH
SOLE
17015
0
0
WISDOMTREE EMERGING MRKTS SMAL
COM
97717W281
1464
33098
SH
SOLE
33098
0
0
WISDOMTREE EQUITY INCOME FUND
COM
97717W208
4970
81917
SH
SOLE
81917
0
0
WISDOMTREE EUROPE HEDGED EQUIT
COM
97717X701
9165
138575
SH
SOLE
138575
0
0
WISDOMTREE SMALLCAP EARNINGS F
COM
97717W562
521
6171
SH
SOLE
6171
0
0
BROWNSTONE ENERGY - CANADA
COM
116141102
0
10000
SH
SOLE
10000
0
0