Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LVM CAPITAL MANAGEMENT LTD/MI 01-12-2024 12-31-2023 0 0
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE COM 1 $79,689,000 413,903 10.20 10.75 -589 -0.14 12-31-2023
MICROSOFT COM 2 $69,295,000 184,275 8.87 8.48 -2,033 -1.09 12-31-2023
BROADCOM COM 3 $45,689,000 40,931 5.85 4.80 -508 -1.23 12-31-2023
PROCTER & GAMBLE COM 4 $26,688,000 182,121 3.42 3.65 1,998 1.11 12-31-2023
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