0001053054-20-000002.txt : 20200416 0001053054-20-000002.hdr.sgml : 20200416 20200416140038 ACCESSION NUMBER: 0001053054-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200416 DATE AS OF CHANGE: 20200416 EFFECTIVENESS DATE: 20200416 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: 20795891 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 03-31-2020 03-31-2020 LVM CAPITAL MANAGEMENT LTD/MI

7840 MOORSBRIDGE ROAD PORTAGE MI 49024

13F HOLDINGS REPORT 028-06658 N Dave P. Cleveland 269-321-8120 Dave P. Cleveland Portage MI 04-16-2020 0 0 0 false INFORMATION TABLE 2 form13f331201ac.xml 13F 1ST QTR 2020 3M COM 88579Y101 2103 15408 SH SOLE 15408 0 0 ABBOTT LABS COM 002824100 2432 30826 SH SOLE 30826 0 0 ABBVIE COM 00287Y109 16076 210995 SH SOLE 210995 0 0 AIR PRODUCTS & CHEMICALS COM 009158106 239 1196 SH SOLE 1196 0 0 ALPHABET CL A COM 02079K305 5094 4384 SH SOLE 4384 0 0 ALPHABET CL C COM 02079K107 544 468 SH SOLE 468 0 0 ALTRIA GROUP COM 02209S103 3460 89473 SH SOLE 89473 0 0 AMAZON.COM COM 023135106 484 248 SH SOLE 248 0 0 AMERICAN EXPRESS COM 025816109 4712 55039 SH SOLE 55039 0 0 AMERICAN TOWER COM 03027X100 12627 57987 SH SOLE 57987 0 0 AMGEN COM 031162100 13271 65459 SH SOLE 65459 0 0 APPLE COM 037833100 34082 134026 SH SOLE 134026 0 0 APPLIED MATERIALS COM 038222105 298 6500 SH SOLE 6500 0 0 ASTRAZENECA PLC-ADR COM 046353108 335 7500 SH SOLE 7500 0 0 AT&T COM 00206R102 11779 404079 SH SOLE 404079 0 0 BALL COM 058498106 222 3440 SH SOLE 3440 0 0 BANK OF AMERICA COM 060505104 313 14734 SH SOLE 14734 0 0 BAXTER INTERNATIONAL COM 071813109 341 4198 SH SOLE 4198 0 0 BERKSHIRE HATHAWAY - CLASS A COM 084670108 272 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY CL B COM 084670702 825 4514 SH SOLE 4514 0 0 BOEING COM 097023105 349 2343 SH SOLE 2343 0 0 BRISTOL-MYERS SQUIBB COM 110122108 671 12037 SH SOLE 12037 0 0 BROADCOM LTD COM 11135f101 8572 36155 SH SOLE 36155 0 0 BROWN-FORMAN CL B COM 115637209 567 10218 SH SOLE 10218 0 0 CANADIAN NATIONAL RAILWAY COM 136375102 638 8219 SH SOLE 8219 0 0 CASEYS GENERAL STORES COM 147528103 515 3890 SH SOLE 3890 0 0 CATERPILLAR COM 149123101 247 2125 SH SOLE 2125 0 0 CHEVRON COM 166764100 1588 21915 SH SOLE 21915 0 0 CHURCH & DWIGHT COM 171340102 256 3986 SH SOLE 3986 0 0 CINTAS COM 172908105 365 2108 SH SOLE 2108 0 0 CISCO SYSTEMS COM 17275R102 15330 389978 SH SOLE 389978 0 0 CLOROX COM 189054109 575 3317 SH SOLE 3317 0 0 COCA-COLA COM 191216100 1112 25138 SH SOLE 25138 0 0 COLGATE PALMOLIVE COM 194162103 212 3200 SH SOLE 3200 0 0 CYMABAY THERAPEUTICS COM 23257D103 24 16000 SH SOLE 16000 0 0 DIGITAL REALTY TRUST COM 253868103 15960 114896 SH SOLE 114896 0 0 DISCOVER FINANCIAL SERVICES COM 254709108 3827 107291 SH SOLE 107291 0 0 DOLLAR GENERAL COM 256677105 12251 81129 SH SOLE 81129 0 0 DUKE ENERGY COM 26441C204 408 5041 SH SOLE 5041 0 0 ELI LILLY COM 532457108 5662 40814 SH SOLE 40814 0 0 EXXON MOBIL COM 30231G102 5477 144240 SH SOLE 144240 0 0 FIRST TRUST TECHNOLOGY DIVIDEN COM 33738R118 431 12175 SH SOLE 12175 0 0 FISERV COM 337738108 636 6700 SH SOLE 6700 0 0 GENERAL MILLS COM 370334104 575 10892 SH SOLE 10892 0 0 HOME DEPOT COM 437076102 9557 51187 SH SOLE 51187 0 0 ICON COM G4705A100 8634 63485 SH SOLE 63485 0 0 IDACORP COM 451107106 8621 98201 SH SOLE 98201 0 0 INTEL COM 458140100 15688 289876 SH SOLE 289876 0 0 INTERNATIONAL BUSINESS MACHINE COM 459200101 245 2208 SH SOLE 2208 0 0 ISHARES CORE INTERNATIONAL STO COM 46432F834 2232 47475 SH SOLE 47475 0 0 ISHARES CORE S&P MID-CAP ETF COM 464287507 320 2224 SH SOLE 2224 0 0 ISHARES RUSSELL 1000 GROWTH IN COM 464287614 220 1460 SH SOLE 1460 0 0 JOHNSON & JOHNSON COM 478160104 15678 119562 SH SOLE 119562 0 0 JPMORGAN CHASE COM 46625H100 756 8398 SH SOLE 8398 0 0 KELLOGG COM 487836108 301 5012 SH SOLE 5012 0 0 LHA MARKET STATE US TACTICAL E COM 26922A487 238 10678 SH SOLE 10678 0 0 LOCKHEED MARTIN COM 539830109 9023 26620 SH SOLE 26620 0 0 MCDONALDS COM 580135101 431 2606 SH SOLE 2606 0 0 MEDICAL PROPERTIES TRUST COM 58463J304 11128 643611 SH SOLE 643611 0 0 MERCK COM 58933Y105 634 8242 SH SOLE 8242 0 0 MICROSOFT COM 594918104 30637 194264 SH SOLE 194264 0 0 MORGAN STANLEY COM 617446448 6474 190425 SH SOLE 190425 0 0 NEXTERA ENERGY COM 65339F101 1499 6228 SH SOLE 6228 0 0 NORTHROP GRUMMAN COM 666807102 345 1141 SH SOLE 1141 0 0 NVIDIA COM 67066G104 235 890 SH SOLE 890 0 0 ORACLE COM 68389X105 308 6369 SH SOLE 6369 0 0 PEPSICO COM 713448108 1456 12124 SH SOLE 12124 0 0 PFIZER COM 717081103 3836 117536 SH SOLE 117536 0 0 PHILIP MORRIS COM 718172109 2998 41088 SH SOLE 41088 0 0 PHILLIPS 66 COM 718546104 235 4376 SH SOLE 4376 0 0 PNC FINANCIAL SERVICES GROUP COM 693475105 352 3677 SH SOLE 3677 0 0 PROCTER & GAMBLE COM 742718109 8260 75092 SH SOLE 75092 0 0 RAYTHEON COM 755111507 7662 58420 SH SOLE 58420 0 0 SEMPRA ENERGY COM 816851109 369 3265 SH SOLE 3265 0 0 SFL CORP COM G7738W106 127 13425 SH SOLE 13425 0 0 SKINNY NUTRITIONAL CORPORATION COM 830695102 0 242900 SH SOLE 242900 0 0 SPDR GOLD TRUST COM 78463V107 226 1525 SH SOLE 1525 0 0 SPDR PORTFOLIO LARGE CAP ETF COM 78464A854 242 8000 SH SOLE 8000 0 0 SPDR PORTFOLIO TOTAL STOCK MAR COM 78464A805 2199 69907 SH SOLE 69907 0 0 SPDR TRUST SERIES 1 - S&P 500 COM 78462F103 3164 12277 SH SOLE 12277 0 0 SPROTT PHYSICAL GOLD TRUST COM 85207H104 630 48000 SH SOLE 48000 0 0 STRYKER COM 863667101 11597 69656 SH SOLE 69656 0 0 SYSCO COM 871829107 524 11484 SH SOLE 11484 0 0 TECHNOLOGY SECTOR SPDR ETF COM 81369Y803 272 3385 SH SOLE 3385 0 0 THERMO FISHER SCIENTIFIC COM 883556102 619 2183 SH SOLE 2183 0 0 TORCHLIGHT ENERGY RESOURCES COM 89102U103 20 50000 SH SOLE 50000 0 0 TORONTO-DOMINION BANK COM 891160509 7693 181482 SH SOLE 181482 0 0 TRAVELERS GROUP COM 89417E109 401 4037 SH SOLE 4037 0 0 UNITED PARCEL SERVICE CL B COM 911312106 203 2178 SH SOLE 2178 0 0 UNITED TECHNOLOGIES COM 913017109 381 4041 SH SOLE 4041 0 0 UNITEDHEALTH GROUP COM 91324P102 888 3560 SH SOLE 3560 0 0 UNIVERSAL COM 913456109 341 7703 SH SOLE 7703 0 0 VANGUARD DIVIDEND APPRECIATION COM 921908844 200 1935 SH SOLE 1935 0 0 VANGUARD FTSE EMERGING MARKETS COM 922042858 2884 85974 SH SOLE 85974 0 0 VERIZON COMMUNICATIONS COM 92343V104 11464 213372 SH SOLE 213372 0 0 WALT DISNEY COM 254687106 9499 98333 SH SOLE 98333 0 0 WASTE MANAGEMENT COM 94106L109 2966 32041 SH SOLE 32041 0 0 WEBB INTERACT SERVICES COM 94748P104 4 303575 SH SOLE 303575 0 0 WESTERN UNION COM 959802109 203 11175 SH SOLE 11175 0 0 WISDOMTREE HIGH DIVIDEND ETF COM 97717W208 3416 60349 SH SOLE 60349 0 0 WISDOMTREE INTERNATIONAL DIVID COM 97717W802 810 27493 SH SOLE 27493 0 0 WISDOMTREE US QUALITY DIV GROW COM 97717X669 8675 222948 SH SOLE 222948 0 0 WISDOMTREE US SC QUALITY DIV G COM 97717X651 1810 72035 SH SOLE 72035 0 0