FIRST MERCHANTS CORP Diversified Active

CIK: 0000712534 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 23, 2015

Total Value ($000): $320,152 (100.0% shares, 0.0% debt)

Holdings (137)

IJJ S&P MID-CAP 400 VALUE ETF ISHARES 5.5%
Value ($000) $17,547 Shares 136,064 Est. Cost $102.43 Unrealized
IJK S&P MID-CAP 400 GROWTH ETF ISHARES 5.1%
Value ($000) $16,289 Shares 96,105 Est. Cost $130.38 Unrealized
MDY S&P 400 MID-CAP ETF SPDR 3.5%
Value ($000) $11,291 Shares 41,331 Est. Cost $210.09 Unrealized
GUGGENHEIM EQ WGHT S&P500 ETF 3.4%
Value ($000) $10,981 Shares 137,619 Est. Cost $71.22 Unrealized
VNQ VANGUARD REIT INDEX ETF 3.1%
Value ($000) $10,048 Shares 134,527 Est. Cost $68.94 Unrealized
IJR S&P SMALL CAP 600 CORE ETF ISHARES 2.2%
Value ($000) $7,191 Shares 61,007 Est. Cost $99.39 Unrealized
VEU VANGUARD FTSE ALL WRLD EX US ETF 2.2%
Value ($000) $6,907 Shares 142,294 Est. Cost $44.30 Unrealized
IJT S&P SMALL CAP 600 GROWTH ETF ISHARES 2.0%
Value ($000) $6,288 Shares 47,997 Est. Cost $100.81 Unrealized
IJS S&P SMALL CAP 600 VALUE ETF ISHARES 1.8%
Value ($000) $5,671 Shares 48,158 Est. Cost $96.83 Unrealized
IWR RUSSELL MID CAP INDEX ISHARES ETF 1.6%
Value ($000) $5,265 Shares 30,913 Est. Cost $170.32 Unrealized
UNITED TECHNOLOGIES CORP COM 1.4%
Value ($000) $4,448 Shares 40,100 Est. Cost $93.93 Unrealized
ADP AUTOMATIC DATA PROCESSING COM 1.3%
Value ($000) $4,254 Shares 53,026 Est. Cost $45.17 Unrealized +49.6%
CVX CHEVRON CORP COM 1.3%
Value ($000) $4,180 Shares 43,331 Est. Cost $71.11 Unrealized -6.5%
DIS DISNEY WALT COMPANY COM 1.3%
Value ($000) $4,107 Shares 35,979 Est. Cost $58.28 Unrealized +71.6%
PG PROCTER & GAMBLE CO COM 1.3%
Value ($000) $4,010 Shares 51,253 Est. Cost $55.45 Unrealized +8.1%
JPM J P MORGAN CHASE & CO COM 1.2%
Value ($000) $3,853 Shares 56,860 Est. Cost $36.24 Unrealized +35.6%
IWM RUSSELL 2000 INDEX ETF ISHARES 1.2%
Value ($000) $3,847 Shares 30,807 Est. Cost $114.20 Unrealized
BDX BECTON DICKINSON & CO COM 1.2%
Value ($000) $3,819 Shares 26,963 Est. Cost $78.39 Unrealized +49.8%
ACN ACCENTURE PLC ADR 1.2%
Value ($000) $3,787 Shares 39,130 Est. Cost $63.67 Unrealized +26.7%
CHUBB CORP COM 1.2%
Value ($000) $3,782 Shares 39,758 Est. Cost $85.38 Unrealized
SLB SCHLUMBERGER LTD COM 1.2%
Value ($000) $3,736 Shares 43,345 Est. Cost $53.63 Unrealized +24.5%
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $3,735 Shares 44,887 Est. Cost $53.85 Unrealized +0.8%
BND VANGUARD TOTAL BOND MKT INDXETF 1.2%
Value ($000) $3,687 Shares 45,370 Est. Cost $80.88 Unrealized
JNJ JOHNSON & JOHNSON COM 1.1%
Value ($000) $3,568 Shares 36,610 Est. Cost $61.22 Unrealized +21.7%
PEP PEPSICO INC COM 1.1%
Value ($000) $3,509 Shares 37,593 Est. Cost $56.73 Unrealized +22.2%
SJM THE J.M. SMUCKER COMPANY COM 1.1%
Value ($000) $3,494 Shares 32,232 Est. Cost $70.83 Unrealized +19.0%
HARRIS CORP DEL COM 1.1%
Value ($000) $3,450 Shares 44,861 Est. Cost $49.24 Unrealized
ABT ABBOTT LABS COM 1.0%
Value ($000) $3,319 Shares 67,628 Est. Cost $28.88 Unrealized +36.2%
SPY S&P 500 ETF SPDR 0.9%
Value ($000) $3,041 Shares 14,771 Est. Cost $182.76 Unrealized
VECTREN CORP COM 0.9%
Value ($000) $3,015 Shares 78,383 Est. Cost $34.59 Unrealized
BALL BALL CORP COM 0.9%
Value ($000) $2,962 Shares 42,225 Est. Cost $20.38 Unrealized +58.8%
SYK STRYKER CORP COM 0.9%
Value ($000) $2,863 Shares 29,948 Est. Cost $57.14 Unrealized +46.6%
TROW T. ROWE PRICE GROUP INC COM 0.9%
Value ($000) $2,844 Shares 36,591 Est. Cost $48.83 Unrealized +12.9%
JKHY JACK HENRY & ASSOCIATES COM 0.9%
Value ($000) $2,823 Shares 43,634 Est. Cost $39.79 Unrealized +46.6%
COR AMERISOURCE-BERGEN CORP COM 0.9%
Value ($000) $2,771 Shares 26,055 Est. Cost $39.93 Unrealized +107.9%
NTRS NORTHERN TR CORP COM 0.9%
Value ($000) $2,764 Shares 36,150 Est. Cost $40.82 Unrealized +37.3%
MMM 3M COMPANY COM 0.9%
Value ($000) $2,763 Shares 17,908 Est. Cost $64.77 Unrealized +46.4%
LNT ALLIANT CORP COM 0.8%
Value ($000) $2,696 Shares 46,711 Est. Cost $17.33 Unrealized +24.8%
BAKER HUGHES INC COM 0.8%
Value ($000) $2,652 Shares 42,978 Est. Cost $47.23 Unrealized
HON HONEYWELL INTL INC COM 0.8%
Value ($000) $2,603 Shares 25,532 Est. Cost $56.14 Unrealized +33.2%
ORCL ORACLE CORP COM 0.8%
Value ($000) $2,504 Shares 62,133 Est. Cost $28.82 Unrealized +28.4%
MSFT MICROSOFT CORPORATION COM 0.8%
Value ($000) $2,488 Shares 56,373 Est. Cost $27.26 Unrealized +44.1%
IBB NASDAQ BIOTECH INDEX ETF ISHARES 0.8%
Value ($000) $2,470 Shares 6,693 Est. Cost $175.42 Unrealized
BAX BAXTER INTERNATIONAL INC COM 0.8%
Value ($000) $2,459 Shares 35,166 Est. Cost $30.44 Unrealized +3.4%
KMB KIMBERLY CLARK CORP COM 0.8%
Value ($000) $2,452 Shares 23,144 Est. Cost $63.18 Unrealized +20.0%
VFC VF CORP COM 0.8%
Value ($000) $2,421 Shares 34,713 Est. Cost $49.49 Unrealized +36.6%
AMP AMERIPRISE FINANCIAL COM 0.7%
Value ($000) $2,382 Shares 19,062 Est. Cost $71.54 Unrealized +42.3%
ABBV ABBVIE INC COM 0.7%
Value ($000) $2,331 Shares 34,697 Est. Cost $26.85 Unrealized +57.6%
CSCO CISCO SYSTEMS COM 0.7%
Value ($000) $2,304 Shares 83,954 Est. Cost $15.87 Unrealized +30.0%
T AT&T INC COM 0.7%
Value ($000) $2,290 Shares 64,465 Est. Cost $11.43 Unrealized +6.8%
GPC GENUINE PARTS CO COM 0.7%
Value ($000) $2,240 Shares 25,024 Est. Cost $62.00 Unrealized +9.3%
MCHP MICROCHIP TECHNOLOGY COM 0.7%
Value ($000) $2,238 Shares 47,195 Est. Cost $14.32 Unrealized +36.9%
SYY SYSCO CORP COM 0.7%
Value ($000) $2,233 Shares 61,873 Est. Cost $24.40 Unrealized +15.9%
BRO BROWN & BROWN INC COM 0.7%
Value ($000) $2,192 Shares 66,719 Est. Cost $13.71 Unrealized +8.1%
IWD RUSSELL 1000 VALUE ETF I SHARES 0.7%
Value ($000) $2,188 Shares 21,213 Est. Cost $103.45 Unrealized
OMC OMNICOM GROUP INC COM 0.7%
Value ($000) $2,152 Shares 30,964 Est. Cost $43.16 Unrealized +22.2%
WMT WAL MART STORES INC COM 0.7%
Value ($000) $2,122 Shares 29,912 Est. Cost $20.11 Unrealized +3.8%
IVE S&P 500 VALUE ETF ISHARES 0.6%
Value ($000) $2,036 Shares 22,075 Est. Cost $93.65 Unrealized
BED BATH & BEYOND COM 0.6%
Value ($000) $1,979 Shares 28,691 Est. Cost $69.39 Unrealized
USB US BANCORP DEL COM 0.6%
Value ($000) $1,969 Shares 45,369 Est. Cost $24.10 Unrealized +24.1%
ALTERA CORP COM 0.6%
Value ($000) $1,954 Shares 38,153 Est. Cost $37.45 Unrealized
XLB MATERIALS SECTOR ETF SPDR 0.6%
Value ($000) $1,941 Shares 40,130 Est. Cost $40.18 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.6%
Value ($000) $1,919 Shares 41,177 Est. Cost $27.09 Unrealized +4.6%
DHR DANAHER CORP COM 0.6%
Value ($000) $1,917 Shares 22,404 Est. Cost $26.48 Unrealized +31.6%
HCC INSURANCE HLDGS COM 0.6%
Value ($000) $1,898 Shares 24,699 Est. Cost $43.33 Unrealized
COP CONOCOPHILLIPS COM 0.6%
Value ($000) $1,841 Shares 29,995 Est. Cost $40.46 Unrealized +14.6%
CL COLGATE PALMOLIVE CO COM 0.6%
Value ($000) $1,785 Shares 27,302 Est. Cost $44.97 Unrealized +17.8%
MDT MEDTRONIC INCORPORATED ADR 0.6%
Value ($000) $1,773 Shares 23,932 Est. Cost $58.17 Unrealized +1.1%
QCOM QUALCOMM INCORPORATED COM 0.6%
Value ($000) $1,768 Shares 28,243 Est. Cost $46.42 Unrealized +8.4%
PII POLARIS INDS INC COM 0.5%
Value ($000) $1,654 Shares 11,162 Est. Cost $143.89 Unrealized 0.0%
NVS NOVARTIS A G SPONSORED ADR 0.5%
Value ($000) $1,614 Shares 16,413 Est. Cost $83.18 Unrealized
DCI DONALDSON INC COM 0.5%
Value ($000) $1,592 Shares 44,465 Est. Cost $30.23 Unrealized +1.0%
BB & T CORPORATION COM 0.5%
Value ($000) $1,561 Shares 38,742 Est. Cost $36.40 Unrealized
ECL ECOLAB INC COM 0.5%
Value ($000) $1,537 Shares 13,590 Est. Cost $73.48 Unrealized +39.1%
XLP CONSUMER STAPLES SECTOR ETF SPDR 0.5%
Value ($000) $1,501 Shares 31,535 Est. Cost $45.81 Unrealized
UNP UNION PAC CORP COM 0.5%
Value ($000) $1,477 Shares 15,494 Est. Cost $84.05 Unrealized -2.5%
PEOPLE'S UNITED FINANCIAL COM 0.4%
Value ($000) $1,435 Shares 88,568 Est. Cost $14.98 Unrealized
BEN FRANKLIN RES INC COM 0.4%
Value ($000) $1,391 Shares 28,359 Est. Cost $29.55 Unrealized +5.9%
MDU MDU RES GROUP INC COM 0.4%
Value ($000) $1,386 Shares 71,016 Est. Cost $6.82 Unrealized -15.1%
EMR EMERSON ELEC CO COM 0.4%
Value ($000) $1,362 Shares 24,579 Est. Cost $42.61 Unrealized +3.8%
HRL HORMEL FOODS CORP COM 0.4%
Value ($000) $1,330 Shares 23,608 Est. Cost $15.46 Unrealized +42.3%
FRME FIRST MERCHANTS CORP COM 0.4%
Value ($000) $1,320 Shares 53,453 Est. Cost $11.74 Unrealized +48.3%
VGT VANGUARD INFO TECH ETF 0.4%
Value ($000) $1,290 Shares 12,147 Est. Cost $101.07 Unrealized
GENERAL ELECTRIC CO COM 0.4%
Value ($000) $1,286 Shares 48,414 Est. Cost $23.19 Unrealized
NATIONAL OILWELL VARCO COM 0.4%
Value ($000) $1,269 Shares 26,284 Est. Cost $69.49 Unrealized
NUE NUCOR CORP COM 0.4%
Value ($000) $1,242 Shares 28,192 Est. Cost $32.52 Unrealized +14.5%
ULTA ULTA SALON COS & FRAG COM 0.4%
Value ($000) $1,225 Shares 7,928 Est. Cost $91.38 Unrealized +68.2%
FLIR CORPORATION COM 0.4%
Value ($000) $1,187 Shares 38,504 Est. Cost $27.67 Unrealized
DU PONT E I DE NEMOURS COM 0.4%
Value ($000) $1,184 Shares 18,515 Est. Cost $55.00 Unrealized
APH AMPHENOL CORPORATION COM 0.4%
Value ($000) $1,183 Shares 20,416 Est. Cost $10.15 Unrealized +27.9%
XLV HEALTHCARE SECTOR ETF SPDR 0.4%
Value ($000) $1,163 Shares 15,642 Est. Cost $61.33 Unrealized
EMC CORPORATION COM 0.4%
Value ($000) $1,135 Shares 43,035 Est. Cost $24.08 Unrealized
AAPL APPLE COMPUTER INC COM 0.3%
Value ($000) $1,072 Shares 8,547 Est. Cost $20.28 Unrealized +40.7%
FLS FLOWSERVE CORPORATION COM 0.3%
Value ($000) $1,065 Shares 20,235 Est. Cost $46.64 Unrealized -3.1%
OXY OCCIDENTAL PETE COM 0.3%
Value ($000) $1,024 Shares 13,165 Est. Cost $58.91 Unrealized -3.5%
VARIAN MEDICAL SYSTEMS INC COM 0.3%
Value ($000) $1,011 Shares 11,987 Est. Cost $73.17 Unrealized
INTC INTEL CORP COM 0.3%
Value ($000) $1,003 Shares 33,006 Est. Cost $17.48 Unrealized +43.6%
LOW LOWE'S COMPANIES INC COM 0.3%
Value ($000) $926 Shares 13,830 Est. Cost $32.90 Unrealized +78.7%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $878 Shares 8,954 Est. Cost $14.21 Unrealized +35.7%
HIBBETT SPORTS INC COM 0.3%
Value ($000) $866 Shares 18,599 Est. Cost $52.49 Unrealized
KO COCA COLA CO COM 0.3%
Value ($000) $849 Shares 21,635 Est. Cost $27.73 Unrealized +4.7%
NVDA NVIDIA CORP COM 0.2%
Value ($000) $787 Shares 39,157 Est. Cost $0.35 Unrealized +47.8%
XLE ENERGY SECTOR ETF SPDR 0.2%
Value ($000) $783 Shares 10,420 Est. Cost $77.14 Unrealized
APACHE CORP COM 0.2%
Value ($000) $772 Shares 13,401 Est. Cost $83.91 Unrealized
UPS UNITED PARCEL SERVICE COM 0.2%
Value ($000) $732 Shares 7,547 Est. Cost $57.70 Unrealized +17.4%
C. R. BARD INC COM 0.2%
Value ($000) $686 Shares 4,016 Est. Cost $167.53 Unrealized
LLY LILLY ELI & CO COM 0.2%
Value ($000) $681 Shares 8,161 Est. Cost $42.21 Unrealized +49.7%
PFE PFIZER INC COM 0.2%
Value ($000) $678 Shares 20,236 Est. Cost $18.43 Unrealized +12.7%
BMY BRISTOL-MYERS SQUIBB COM 0.2%
Value ($000) $667 Shares 10,027 Est. Cost $30.86 Unrealized +49.1%
EG EVEREST GROUP LTD COM 0.2%
Value ($000) $666 Shares 3,661 Est. Cost $115.75 Unrealized +25.5%
XLF FINANCIAL SECTOR ETF SPDR 0.2%
Value ($000) $639 Shares 26,206 Est. Cost $24.25 Unrealized
XILINX INC COM 0.2%
Value ($000) $599 Shares 13,567 Est. Cost $44.15 Unrealized
GGG GRACO INC COM 0.2%
Value ($000) $597 Shares 8,402 Est. Cost $21.45 Unrealized -2.6%
NFLX NETFLIX INC COM 0.2%
Value ($000) $591 Shares 900 Est. Cost $6.49 Unrealized +29.0%
XLI INDUSTRIAL SECTOR ETF SPDR 0.2%
Value ($000) $574 Shares 10,618 Est. Cost $55.16 Unrealized
XLY CONSUMER DISCRETION SECTOR ETF SPDR 0.2%
Value ($000) $573 Shares 7,491 Est. Cost $76.49 Unrealized
MRK MERCK & CO INC COM 0.2%
Value ($000) $550 Shares 9,660 Est. Cost $32.58 Unrealized +23.5%
JARDEN CORPORATION COM 0.2%
Value ($000) $505 Shares 9,750 Est. Cost $45.16 Unrealized
MICHAEL KORS HOLDINGS COM 0.2%
Value ($000) $491 Shares 11,662 Est. Cost $42.10 Unrealized
WALGREEN BOOTS ALLIANCE INC COM 0.2%
Value ($000) $489 Shares 5,792 Est. Cost $84.75 Unrealized
IBM INTL BUSINESS MACHINES CORP COM 0.2%
Value ($000) $489 Shares 3,005 Est. Cost $118.94 Unrealized -13.4%
ALERIAN MLP ETF 0.2%
Value ($000) $485 Shares 31,179 Est. Cost $17.92 Unrealized
IJH S&P MID CAP 400 ETF ISHARES 0.1%
Value ($000) $452 Shares 3,011 Est. Cost $150.12 Unrealized
XLK TECHNOLOGY SELECT SECTOR ETF SPDR 0.1%
Value ($000) $451 Shares 10,900 Est. Cost $30.55 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $405 Shares 4,954 Est. Cost $47.87 Unrealized +23.4%
CPB CAMPBELL SOUP COM 0.1%
Value ($000) $358 Shares 7,506 Est. Cost $30.86 Unrealized +8.7%
CAT CATERPILLAR INC. COM 0.1%
Value ($000) $357 Shares 4,220 Est. Cost $61.61 Unrealized +6.9%
AVT AVNET INC COM 0.1%
Value ($000) $357 Shares 8,668 Est. Cost $34.74 Unrealized 0.0%
DE DEERE & CO COM 0.1%
Value ($000) $338 Shares 3,478 Est. Cost $68.49 Unrealized +10.0%
OII OCEANEERING INTL INC COM 0.1%
Value ($000) $337 Shares 7,223 Est. Cost $71.80 Unrealized -26.8%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $302 Shares 6,178 Est. Cost $16.71 Unrealized +51.2%
EFA MSCI EAFE ETF ISHARES 0.1%
Value ($000) $295 Shares 4,649 Est. Cost $63.45 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $295 Shares 3,105 Est. Cost $71.47 Unrealized +3.8%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $289 Shares 3,600 Est. Cost $49.72 Unrealized -2.8%
WFC WELLS FARGO & CO COM 0.1%
Value ($000) $281 Shares 4,994 Est. Cost $28.08 Unrealized +47.3%
WPC WP CAREY COM 0.1%
Value ($000) $254 Shares 4,310 Est. Cost $58.93 Unrealized
ONB OLD NATIONAL BANCORP COM 0.1%
Value ($000) $223 Shares 15,433 Est. Cost $13.49 Unrealized +4.3%