FIRST MERCHANTS CORP Diversified Active

CIK: 0000712534 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 22, 2015

Total Value ($000): $280,043 (100.0% shares, 0.0% debt)

Holdings (136)

IJJ S&P MID-CAP 400 VALUE ETF ISHARES 5.5%
Value ($000) $15,476 Shares 134,180 Est. Cost $102.43 Unrealized
IJK S&P MID-CAP 400 GROWTH ETF ISHARES 5.3%
Value ($000) $14,950 Shares 95,170 Est. Cost $130.38 Unrealized
MDY S&P 400 MID-CAP ETF SPDR 3.6%
Value ($000) $10,117 Shares 40,651 Est. Cost $210.09 Unrealized
VNQ VANGUARD REIT INDEX ETF 3.6%
Value ($000) $10,023 Shares 132,684 Est. Cost $68.94 Unrealized
GUGGENHEIM EQ WGHT S&P500 ETF 2.8%
Value ($000) $7,978 Shares 108,453 Est. Cost $71.22 Unrealized
VEU VANGUARD FTSE ALL WRLD EX US ETF 2.2%
Value ($000) $6,107 Shares 143,269 Est. Cost $44.30 Unrealized
IJT S&P SMALL CAP 600 GROWTH ETF ISHARES 1.9%
Value ($000) $5,320 Shares 44,284 Est. Cost $100.81 Unrealized
IJS S&P SMALL CAP 600 VALUE ETF ISHARES 1.7%
Value ($000) $4,639 Shares 44,269 Est. Cost $96.83 Unrealized
CHUBB CORP COM 1.6%
Value ($000) $4,556 Shares 37,144 Est. Cost $85.38 Unrealized
IJR S&P SMALL CAP 600 CORE ETF ISHARES 1.5%
Value ($000) $4,270 Shares 40,070 Est. Cost $99.39 Unrealized
ADP AUTOMATIC DATA PROCESSING COM 1.5%
Value ($000) $4,246 Shares 52,836 Est. Cost $45.17 Unrealized +41.4%
ACN ACCENTURE PLC ADR 1.3%
Value ($000) $3,741 Shares 38,072 Est. Cost $63.67 Unrealized +31.6%
BND VANGUARD TOTAL BOND MKT INDXETF 1.3%
Value ($000) $3,717 Shares 45,370 Est. Cost $80.88 Unrealized
PEP PEPSICO INC COM 1.3%
Value ($000) $3,563 Shares 37,792 Est. Cost $56.73 Unrealized +22.5%
JPM J P MORGAN CHASE & CO COM 1.2%
Value ($000) $3,467 Shares 56,860 Est. Cost $36.24 Unrealized +36.9%
SJM THE J.M. SMUCKER COMPANY COM 1.2%
Value ($000) $3,452 Shares 30,256 Est. Cost $70.83 Unrealized +15.4%
JNJ JOHNSON & JOHNSON COM 1.2%
Value ($000) $3,395 Shares 36,371 Est. Cost $61.22 Unrealized +18.4%
BDX BECTON DICKINSON & CO COM 1.2%
Value ($000) $3,366 Shares 25,378 Est. Cost $78.39 Unrealized +52.1%
VECTREN CORP COM 1.2%
Value ($000) $3,297 Shares 78,508 Est. Cost $34.59 Unrealized
UNITED TECHNOLOGIES CORP COM 1.2%
Value ($000) $3,295 Shares 37,027 Est. Cost $93.93 Unrealized
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $3,255 Shares 43,770 Est. Cost $53.85 Unrealized -8.9%
PG PROCTER & GAMBLE CO COM 1.1%
Value ($000) $3,184 Shares 44,251 Est. Cost $55.45 Unrealized +1.6%
HARRIS CORP DEL COM 1.1%
Value ($000) $3,162 Shares 43,230 Est. Cost $49.24 Unrealized
SLB SCHLUMBERGER LTD COM 1.1%
Value ($000) $3,019 Shares 43,781 Est. Cost $53.68 Unrealized +9.7%
JKHY JACK HENRY & ASSOCIATES COM 1.0%
Value ($000) $2,842 Shares 40,821 Est. Cost $39.79 Unrealized +52.4%
DHR DANAHER CORP COM 1.0%
Value ($000) $2,788 Shares 32,718 Est. Cost $29.49 Unrealized +22.1%
LNT ALLIANT CORP COM 1.0%
Value ($000) $2,742 Shares 46,876 Est. Cost $17.33 Unrealized +22.3%
SYK STRYKER CORP COM 1.0%
Value ($000) $2,725 Shares 28,956 Est. Cost $57.14 Unrealized +53.8%
CVX CHEVRON CORP COM 1.0%
Value ($000) $2,689 Shares 34,088 Est. Cost $71.11 Unrealized -24.3%
ABT ABBOTT LABS COM 1.0%
Value ($000) $2,668 Shares 66,329 Est. Cost $28.88 Unrealized +34.4%
TROW T. ROWE PRICE GROUP INC COM 0.9%
Value ($000) $2,611 Shares 37,570 Est. Cost $48.88 Unrealized +4.3%
NTRS NORTHERN TR CORP COM 0.9%
Value ($000) $2,565 Shares 37,633 Est. Cost $41.40 Unrealized +34.1%
BALL BALL CORP COM 0.9%
Value ($000) $2,536 Shares 40,775 Est. Cost $20.38 Unrealized +49.2%
MMM 3M COMPANY COM 0.9%
Value ($000) $2,514 Shares 17,733 Est. Cost $64.77 Unrealized +35.1%
KMB KIMBERLY CLARK CORP COM 0.9%
Value ($000) $2,480 Shares 22,744 Est. Cost $63.18 Unrealized +22.5%
GPC GENUINE PARTS CO COM 0.9%
Value ($000) $2,472 Shares 29,834 Est. Cost $62.28 Unrealized +2.4%
HON HONEYWELL INTL INC COM 0.9%
Value ($000) $2,432 Shares 25,681 Est. Cost $56.14 Unrealized +30.6%
COR AMERISOURCE-BERGEN CORP COM 0.9%
Value ($000) $2,425 Shares 25,527 Est. Cost $39.93 Unrealized +94.1%
VFC VF CORP COM 0.9%
Value ($000) $2,418 Shares 35,466 Est. Cost $49.90 Unrealized +37.3%
ORCL ORACLE CORP COM 0.8%
Value ($000) $2,348 Shares 65,009 Est. Cost $29.00 Unrealized +13.5%
MSFT MICROSOFT CORPORATION COM 0.8%
Value ($000) $2,339 Shares 52,870 Est. Cost $27.26 Unrealized +42.8%
CSCO CISCO SYSTEMS COM 0.8%
Value ($000) $2,300 Shares 87,614 Est. Cost $16.02 Unrealized +22.2%
DIS DISNEY WALT COMPANY COM 0.8%
Value ($000) $2,269 Shares 22,203 Est. Cost $58.28 Unrealized +71.1%
NVS NOVARTIS A G SPONSORED ADR 0.8%
Value ($000) $2,239 Shares 24,361 Est. Cost $86.03 Unrealized
AMP AMERIPRISE FINANCIAL COM 0.8%
Value ($000) $2,192 Shares 20,087 Est. Cost $72.72 Unrealized +30.2%
WMT WAL MART STORES INC COM 0.8%
Value ($000) $2,178 Shares 33,592 Est. Cost $19.98 Unrealized -5.3%
BRO BROWN & BROWN INC COM 0.8%
Value ($000) $2,160 Shares 69,756 Est. Cost $13.76 Unrealized +8.4%
T AT&T INC COM 0.7%
Value ($000) $2,093 Shares 64,254 Est. Cost $11.43 Unrealized +7.3%
OMC OMNICOM GROUP INC COM 0.7%
Value ($000) $2,078 Shares 31,536 Est. Cost $43.27 Unrealized +13.8%
SYY SYSCO CORP COM 0.7%
Value ($000) $2,061 Shares 52,895 Est. Cost $24.40 Unrealized +19.1%
MCHP MICROCHIP TECHNOLOGY COM 0.7%
Value ($000) $2,047 Shares 47,505 Est. Cost $14.32 Unrealized +22.3%
IBB NASDAQ BIOTECH INDEX ETF ISHARES 0.7%
Value ($000) $2,029 Shares 6,689 Est. Cost $175.42 Unrealized
IVE S&P 500 VALUE ETF ISHARES 0.7%
Value ($000) $1,981 Shares 23,575 Est. Cost $93.04 Unrealized
IWD RUSSELL 1000 VALUE ETF I SHARES 0.7%
Value ($000) $1,979 Shares 21,213 Est. Cost $103.45 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.7%
Value ($000) $1,867 Shares 42,911 Est. Cost $27.08 Unrealized -0.3%
UNP UNION PAC CORP COM 0.7%
Value ($000) $1,821 Shares 20,605 Est. Cost $81.11 Unrealized -11.0%
ABBV ABBVIE INC COM 0.6%
Value ($000) $1,796 Shares 33,016 Est. Cost $26.85 Unrealized +58.3%
CL COLGATE PALMOLIVE CO COM 0.6%
Value ($000) $1,724 Shares 27,167 Est. Cost $44.97 Unrealized +14.1%
BED BATH & BEYOND COM 0.6%
Value ($000) $1,699 Shares 29,800 Est. Cost $68.93 Unrealized
ALTERA CORP COM 0.6%
Value ($000) $1,663 Shares 33,190 Est. Cost $37.45 Unrealized
MDT MEDTRONIC INCORPORATED ADR 0.6%
Value ($000) $1,662 Shares 24,824 Est. Cost $58.13 Unrealized -2.0%
SPY S&P 500 ETF SPDR 0.6%
Value ($000) $1,651 Shares 8,617 Est. Cost $182.76 Unrealized
PII POLARIS INDS INC COM 0.6%
Value ($000) $1,649 Shares 13,753 Est. Cost $142.35 Unrealized -4.7%
COST COSTCO COMPANIES INC COM 0.5%
Value ($000) $1,533 Shares 10,611 Est. Cost $119.60 Unrealized 0.0%
BB & T CORPORATION COM 0.5%
Value ($000) $1,516 Shares 42,618 Est. Cost $36.32 Unrealized
PEOPLE'S UNITED FINANCIAL COM 0.5%
Value ($000) $1,513 Shares 96,210 Est. Cost $15.04 Unrealized
NVDA NVIDIA CORP COM 0.5%
Value ($000) $1,504 Shares 61,031 Est. Cost $0.42 Unrealized +26.3%
LOW LOWE'S COMPANIES INC COM 0.5%
Value ($000) $1,469 Shares 21,317 Est. Cost $41.34 Unrealized +37.7%
ECL ECOLAB INC COM 0.5%
Value ($000) $1,458 Shares 13,288 Est. Cost $73.48 Unrealized +35.8%
COP CONOCOPHILLIPS COM 0.5%
Value ($000) $1,453 Shares 30,318 Est. Cost $40.42 Unrealized -9.0%
HRL HORMEL FOODS CORP COM 0.5%
Value ($000) $1,421 Shares 22,444 Est. Cost $15.46 Unrealized +51.3%
AAPL APPLE COMPUTER INC COM 0.5%
Value ($000) $1,415 Shares 12,823 Est. Cost $22.28 Unrealized +18.0%
PFE PFIZER INC COM 0.5%
Value ($000) $1,361 Shares 43,346 Est. Cost $19.59 Unrealized +5.2%
FRME FIRST MERCHANTS CORP COM 0.5%
Value ($000) $1,342 Shares 51,203 Est. Cost $11.74 Unrealized +63.4%
DCI DONALDSON INC COM 0.5%
Value ($000) $1,314 Shares 46,810 Est. Cost $30.07 Unrealized -10.1%
TRV TRAVELERS INC COM 0.5%
Value ($000) $1,312 Shares 13,183 Est. Cost $81.32 Unrealized 0.0%
IWM RUSSELL 2000 INDEX ETF ISHARES 0.5%
Value ($000) $1,305 Shares 11,946 Est. Cost $114.20 Unrealized
USB US BANCORP DEL COM 0.5%
Value ($000) $1,293 Shares 31,557 Est. Cost $24.10 Unrealized +23.7%
ULTA ULTA SALON COS & FRAG COM 0.5%
Value ($000) $1,283 Shares 7,854 Est. Cost $91.38 Unrealized +80.2%
CFR CULLEN FROST BANKERS COM 0.5%
Value ($000) $1,272 Shares 20,006 Est. Cost $50.16 Unrealized 0.0%
MDU MDU RES GROUP INC COM 0.4%
Value ($000) $1,215 Shares 70,665 Est. Cost $6.82 Unrealized -27.4%
GENERAL ELECTRIC CO COM 0.4%
Value ($000) $1,214 Shares 48,148 Est. Cost $23.19 Unrealized
FLIR CORPORATION COM 0.4%
Value ($000) $1,198 Shares 42,799 Est. Cost $27.71 Unrealized
QCOM QUALCOMM INCORPORATED COM 0.4%
Value ($000) $1,175 Shares 21,883 Est. Cost $46.42 Unrealized -4.9%
EG EVEREST GROUP LTD COM 0.4%
Value ($000) $1,129 Shares 6,510 Est. Cost $128.68 Unrealized +12.9%
NUE NUCOR CORP COM 0.4%
Value ($000) $1,088 Shares 28,992 Est. Cost $32.55 Unrealized +3.0%
OXY OCCIDENTAL PETE COM 0.4%
Value ($000) $1,082 Shares 16,361 Est. Cost $57.43 Unrealized -10.6%
GGG GRACO INC COM 0.4%
Value ($000) $1,071 Shares 15,979 Est. Cost $20.78 Unrealized -3.6%
EMR EMERSON ELEC CO COM 0.4%
Value ($000) $1,070 Shares 24,229 Est. Cost $42.61 Unrealized -12.4%
XLB MATERIALS SECTOR ETF SPDR 0.4%
Value ($000) $1,069 Shares 26,794 Est. Cost $40.18 Unrealized
APH AMPHENOL CORPORATION COM 0.4%
Value ($000) $1,042 Shares 20,443 Est. Cost $10.15 Unrealized +19.8%
EMC CORPORATION COM 0.4%
Value ($000) $1,038 Shares 42,985 Est. Cost $24.08 Unrealized
XLP CONSUMER STAPLES SECTOR ETF SPDR 0.4%
Value ($000) $1,019 Shares 21,590 Est. Cost $45.81 Unrealized
VARIAN MEDICAL SYSTEMS INC COM 0.3%
Value ($000) $942 Shares 12,769 Est. Cost $73.21 Unrealized
MICHAEL KORS HOLDINGS COM 0.3%
Value ($000) $894 Shares 21,181 Est. Cost $42.15 Unrealized
KO COCA COLA CO COM 0.3%
Value ($000) $877 Shares 21,863 Est. Cost $27.74 Unrealized +3.9%
FFBC FIRST FINANCIAL BANCORP COM 0.3%
Value ($000) $873 Shares 45,786 Est. Cost $12.59 Unrealized 0.0%
BAX BAXTER INTERNATIONAL INC COM 0.3%
Value ($000) $869 Shares 26,469 Est. Cost $30.44 Unrealized +5.3%
DU PONT E I DE NEMOURS COM 0.3%
Value ($000) $860 Shares 17,860 Est. Cost $55.00 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $834 Shares 8,554 Est. Cost $14.21 Unrealized +36.8%
BAXALTA INC COM 0.3%
Value ($000) $834 Shares 26,469 Est. Cost $31.51 Unrealized
C. R. BARD INC COM 0.3%
Value ($000) $828 Shares 4,441 Est. Cost $169.34 Unrealized
INTC INTEL CORP COM 0.3%
Value ($000) $745 Shares 24,716 Est. Cost $17.48 Unrealized +29.4%
BEN FRANKLIN RES INC COM 0.3%
Value ($000) $712 Shares 19,120 Est. Cost $29.55 Unrealized -10.4%
UPS UNITED PARCEL SERVICE COM 0.2%
Value ($000) $686 Shares 6,945 Est. Cost $57.70 Unrealized +17.5%
VGT VANGUARD INFO TECH ETF 0.2%
Value ($000) $659 Shares 6,592 Est. Cost $101.07 Unrealized
XILINX INC COM 0.2%
Value ($000) $652 Shares 15,383 Est. Cost $43.94 Unrealized
NFLX NETFLIX INC COM 0.2%
Value ($000) $651 Shares 6,300 Est. Cost $10.13 Unrealized +6.0%
HAL HALLIBURTON COMPANY COM 0.2%
Value ($000) $631 Shares 17,872 Est. Cost $32.17 Unrealized 0.0%
CHKP CHECKPOINT SOFTWARE TECH ADR 0.2%
Value ($000) $631 Shares 7,960 Est. Cost $79.89 Unrealized 0.0%
XLY CONSUMER DISCRETION SECTOR ETF SPDR 0.2%
Value ($000) $630 Shares 8,488 Est. Cost $76.23 Unrealized
NATIONAL OILWELL VARCO COM 0.2%
Value ($000) $627 Shares 16,663 Est. Cost $69.49 Unrealized
BMY BRISTOL-MYERS SQUIBB COM 0.2%
Value ($000) $575 Shares 9,707 Est. Cost $30.86 Unrealized +44.3%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $562 Shares 6,716 Est. Cost $42.21 Unrealized +66.9%
BAKER HUGHES INC COM 0.2%
Value ($000) $490 Shares 9,415 Est. Cost $47.23 Unrealized
XLV HEALTHCARE SECTOR ETF SPDR 0.2%
Value ($000) $489 Shares 7,386 Est. Cost $61.33 Unrealized
JARDEN CORPORATION COM 0.2%
Value ($000) $477 Shares 9,750 Est. Cost $45.16 Unrealized
WALGREEN BOOTS ALLIANCE INC COM 0.2%
Value ($000) $473 Shares 5,692 Est. Cost $84.75 Unrealized
MRK MERCK & CO INC COM 0.2%
Value ($000) $466 Shares 9,447 Est. Cost $32.58 Unrealized +17.9%
AVT AVNET INC COM 0.2%
Value ($000) $448 Shares 10,504 Est. Cost $34.43 Unrealized -4.3%
XLK TECHNOLOGY SELECT SECTOR ETF SPDR 0.2%
Value ($000) $431 Shares 10,900 Est. Cost $30.55 Unrealized
IJH S&P MID CAP 400 ETF ISHARES 0.1%
Value ($000) $394 Shares 2,886 Est. Cost $150.12 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $389 Shares 4,954 Est. Cost $47.87 Unrealized +22.5%
ALERIAN MLP ETF 0.1%
Value ($000) $389 Shares 31,179 Est. Cost $17.92 Unrealized
CPB CAMPBELL SOUP COM 0.1%
Value ($000) $380 Shares 7,506 Est. Cost $30.86 Unrealized +15.1%
APACHE CORP COM 0.1%
Value ($000) $358 Shares 9,153 Est. Cost $83.91 Unrealized
IWR RUSSELL MID CAP INDEX ISHARES ETF 0.1%
Value ($000) $337 Shares 2,164 Est. Cost $170.32 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $321 Shares 5,900 Est. Cost $16.71 Unrealized +61.6%
IBM INTL BUSINESS MACHINES CORP COM 0.1%
Value ($000) $317 Shares 2,185 Est. Cost $118.94 Unrealized -19.8%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $306 Shares 3,105 Est. Cost $71.47 Unrealized +5.4%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $286 Shares 3,600 Est. Cost $49.72 Unrealized -1.7%
CAT CATERPILLAR INC. COM 0.1%
Value ($000) $268 Shares 4,095 Est. Cost $61.61 Unrealized -4.1%
WFC WELLS FARGO & CO COM 0.1%
Value ($000) $257 Shares 4,994 Est. Cost $28.08 Unrealized +46.3%
DE DEERE & CO COM 0.1%
Value ($000) $255 Shares 3,448 Est. Cost $68.49 Unrealized +7.1%
WPC WP CAREY COM 0.1%
Value ($000) $240 Shares 4,160 Est. Cost $58.93 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $199 Shares 4,466 Est. Cost $28.33 Unrealized 0.0%