Lvm Capital Management LTD Reduced Holdings in Q4 2024

Lvm Capital Management LTD

  • $929 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
-19.5K
- 32.4%
$258.78 - $328.31 $5.04M - $6.4M
40.7K $10.6M
HSY
Hershey CO

Consumer Defensive
-38.4K
- 63.27%
$168.67 - $193.65 $6.48M - $7.44M
22.3K $3.78M
CVX
Chevron Corp

Energy
-40.6K
- 39.86%
$141.15 - $162.53 $5.73M - $6.59M
61.2K $8.87M
ICLR
Icon PLC

Healthcare
-138
- 0.23%
$187.22 - $297.57 $25.8K - $41.1K
58.7K $12.3M
JNJ
Johnson & Johnson

Healthcare
-1.68K
- 1.11%
$143.34 - $165.86 $241K - $279K
150K $21.6M
SBUX
Starbucks Corp

Consumer Cyclical
-25.2K
- 31.67%
$87.44 - $102.5 $2.2M - $2.58M
54.3K $4.95M
MSFT
Microsoft Corp

Technology
-1.85K
- 1.03%
$406.35 - $454.46 $751K - $840K
178K $75.1M
PFE
Pfizer Inc

Healthcare
-46.6K
- 13.91%
$24.8 - $30.19 $1.15M - $1.41M
288K $7.64M
O
Realty Income Corp

Real Estate
-18.6K
- 18.45%
$51.76 - $64.71 $961K - $1.2M
82K $4.38M
HD
Home Depot, Inc.

Consumer Cyclical
-2.51K
- 4.25%
$385.02 - $431.37 $967K - $1.08M
56.6K $22M
PG
Procter & Gamble CO

Consumer Defensive
-234
- 0.13%
$161.05 - $179.7 $37.7K - $42K
182K $30.6M
TD
Toronto Dominion Bank

Financial Services
-11.6K
- 29.93%
$51.56 - $63.8 $599K - $741K
27.2K $1.45M
T
At&T Inc.

Communication Services
-33.2K
- 52.21%
$21.22 - $23.88 $705K - $794K
30.4K $692K
USB
Us Bancorp \De\

Financial Services
-15.6K
- 75.31%
$43.98 - $53.66 $686K - $838K
5.12K $244K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-95
- 0.03%
$80.93 - $85.66 $7.69K - $8.14K
293K $23.7M
INTC
Intel Corp

Technology
-18K
- 38.51%
$19.07 - $26.23 $344K - $473K
28.8K $577K
PEP
Pepsico Inc

Consumer Defensive
-31
- 0.11%
$151.29 - $176.1 $4.69K - $5.46K
27.7K $4.21M
COST
Costco Wholesale Corp

Consumer Defensive
-572
- 48.31%
$873.59 - $994.69 $500K - $569K
612 $560K
DG
Dollar General Corp

Consumer Defensive
-2.99K
- 46.33%
$73.27 - $84.47 $219K - $253K
3.47K $262K
SYY
Sysco Corp

Consumer Defensive
-2.77K
- 6.38%
$73.63 - $81.77 $204K - $227K
40.7K $3.11M
KO
Coca Cola CO

Consumer Defensive
-98
- 0.34%
$61.74 - $71.71 $6.05K - $7.03K
28.5K $1.77M
SYK
Stryker Corp

Healthcare
-554
- 1.47%
$345.14 - $392.15 $191K - $217K
37.3K $13.4M
CMA
Comerica Inc

Financial Services
-5K
- 14.57%
$57.88 - $72.73 $289K - $364K
29.3K $1.81M
SPY
Spdr S&P 500 ETF Trust

ETFs
-875
- 3.9%
$567.81 - $607.81 $497K - $532K
21.6K $12.6M
MRK
Merck & Co., Inc.

Healthcare
-431
- 3.24%
$96.31 - $114.76 $41.5K - $49.5K
12.9K $1.28M
ABT
Abbott Laboratories

Healthcare
-1.71K
- 5.14%
$111.93 - $119.39 $191K - $204K
31.5K $3.56M
AMT
American Tower Corp

Real Estate
-50
- 1.27%
$179.4 - $232.01 $8.97K - $11.6K
3.88K $711K
DHS
Wisdomtree Tr U.S

ETFs
-1.91K
- 4.14%
$92.66 - $100.58 $177K - $192K
44.2K $4.13M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1K
- 11.09%
$99.2 - $108.47 $99.2K - $108K
8.02K $797K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-3.47K
- 5.53%
$69.3 - $74.3 $240K - $258K
59.2K $4.23M
ADBE
Adobe Inc.

Technology
-173
- 18.1%
$437.39 - $552.96 $75.7K - $95.7K
783 $348K
GIS
General Mills Inc

Consumer Defensive
-973
- 12.71%
$62.78 - $74.62 $61.1K - $72.6K
6.69K $426K
MCD
Mcdonalds Corp

Consumer Cyclical
-257
- 7.17%
$288.47 - $316.54 $74.1K - $81.4K
3.33K $963K
MMM
3 M CO

Industrials
-437
- 5.87%
$124.74 - $137.12 $54.5K - $59.9K
7.01K $904K
RTX
Raytheon Technologies Corp

Industrials
-564
- 6.8%
$114.45 - $127.21 $64.5K - $71.7K
7.73K $894K
ORCL
Oracle Corp

Technology
-423
- 7.38%
$165.41 - $192.43 $70K - $81.4K
5.31K $885K
PSX
Phillips 66

Energy
-77
- 1.63%
$110.35 - $138.93 $8.5K - $10.7K
4.65K $529K
VUG
Vanguard Growth ETF

ETFs
-288
- 25.58%
$378.79 - $428.11 $109K - $123K
838 $343K
MO
Altria Group, Inc.

Consumer Defensive
-3.59K
- 3.86%
$49.06 - $57.74 $176K - $207K
89.4K $4.68M
NVDA
Nvidia Corp

Technology
-1.3K
- 14.85%
$117.0 - $148.88 $152K - $193K
7.43K $997K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-463
- 4.38%
$44.04 - $49.49 $20.4K - $22.9K
10.1K $444K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-412
- 11.2%
$178.39 - $215.0 $73.5K - $88.6K
3.27K $630K
CL
Colgate Palmolive CO

Consumer Defensive
-16
- 0.5%
$90.22 - $102.31 $1.44K - $1.64K
3.18K $289K
DTH
Wisdomtree Tr

ETFs
-400
- 6.37%
$37.38 - $41.11 $15K - $16.4K
5.88K $222K
PM
Philip Morris International Inc.

Consumer Defensive
-93
- 0.37%
$118.38 - $133.06 $11K - $12.4K
25.1K $3.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.11%
$442.29 - $483.08 $2.21K - $2.42K
4.61K $2.09M
GD
General Dynamics Corp

Industrials
-4
- 0.51%
$260.28 - $314.03 $1.04K - $1.26K
775 $204K
CLX
Clorox CO

Consumer Defensive
-180
- 5.22%
$156.51 - $169.74 $28.2K - $30.6K
3.27K $530K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-437
- 2.5%
$61.68 - $67.87 $27K - $29.7K
17K $1.06M
Activity Summary
Buys All Purchases 67 New Holdings 21 Increased Positions 46 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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