FIRST MERCHANTS CORP Diversified Active

CIK: 0000712534 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 26, 2017

Total Value ($000): $337,639 (100.0% shares, 0.0% debt)

Holdings (150)

IJJ S&P MID-CAP 400 VALUE ETF ISHARES 6.1%
Value ($000) $20,565 Shares 141,626 Est. Cost $106.29 Unrealized
IJK S&P MID-CAP 400 GROWTH ETF ISHARES 5.0%
Value ($000) $16,900 Shares 92,757 Est. Cost $136.58 Unrealized
GUGGENHEIM EQ WGHT S&P500 ETF 3.5%
Value ($000) $11,919 Shares 137,567 Est. Cost $74.07 Unrealized
VNQ VANGUARD REIT INDEX ETF 3.1%
Value ($000) $10,604 Shares 128,487 Est. Cost $68.94 Unrealized
MDY S&P 400 MID-CAP ETF SPDR 3.0%
Value ($000) $9,984 Shares 33,089 Est. Cost $210.09 Unrealized
IJS S&P SMALL CAP 600 VALUE ETF ISHARES 2.3%
Value ($000) $7,823 Shares 55,873 Est. Cost $106.29 Unrealized
IJT S&P SMALL CAP 600 GROWTH ETF ISHARES 2.3%
Value ($000) $7,630 Shares 50,870 Est. Cost $112.10 Unrealized
VEU VANGUARD FTSE ALL WRLD EX US ETF 1.6%
Value ($000) $5,347 Shares 121,025 Est. Cost $44.30 Unrealized
JNJ JOHNSON & JOHNSON COM 1.5%
Value ($000) $5,206 Shares 45,189 Est. Cost $67.43 Unrealized +33.0%
IJR S&P SMALL CAP 600 CORE ETF ISHARES 1.4%
Value ($000) $4,868 Shares 35,399 Est. Cost $100.25 Unrealized
ADP AUTOMATIC DATA PROCESSING COM 1.4%
Value ($000) $4,568 Shares 44,441 Est. Cost $46.86 Unrealized +63.8%
UNITED TECHNOLOGIES CORP COM 1.3%
Value ($000) $4,480 Shares 40,871 Est. Cost $95.66 Unrealized
VECTREN CORP COM 1.3%
Value ($000) $4,273 Shares 81,942 Est. Cost $36.06 Unrealized
HARRIS CORP DEL COM 1.3%
Value ($000) $4,249 Shares 41,464 Est. Cost $51.20 Unrealized
BDX BECTON DICKINSON & CO COM 1.2%
Value ($000) $4,176 Shares 25,226 Est. Cost $80.77 Unrealized +79.1%
ACN ACCENTURE PLC ADR 1.2%
Value ($000) $4,109 Shares 35,079 Est. Cost $64.61 Unrealized +59.7%
JPM J P MORGAN CHASE & CO COM 1.2%
Value ($000) $4,055 Shares 46,992 Est. Cost $36.24 Unrealized +65.3%
PEP PEPSICO INC COM 1.2%
Value ($000) $3,983 Shares 38,070 Est. Cost $58.32 Unrealized +36.1%
SLB SCHLUMBERGER LTD COM 1.2%
Value ($000) $3,966 Shares 47,233 Est. Cost $54.29 Unrealized +16.1%
NTRS NORTHERN TR CORP COM 1.1%
Value ($000) $3,882 Shares 43,588 Est. Cost $42.78 Unrealized +44.2%
PG PROCTER & GAMBLE CO COM 1.1%
Value ($000) $3,860 Shares 45,902 Est. Cost $55.86 Unrealized +19.5%
SJM THE J.M. SMUCKER COMPANY COM 1.1%
Value ($000) $3,847 Shares 30,037 Est. Cost $73.19 Unrealized +33.4%
CSCO CISCO SYSTEMS COM 1.1%
Value ($000) $3,794 Shares 125,599 Est. Cost $17.50 Unrealized +31.7%
LNT ALLIANT CORP COM 1.1%
Value ($000) $3,773 Shares 99,606 Est. Cost $22.86 Unrealized +21.3%
OMC OMNICOM GROUP INC COM 1.1%
Value ($000) $3,637 Shares 42,737 Est. Cost $46.77 Unrealized +30.3%
BND VANGUARD TOTAL BOND MKT INDXETF 1.1%
Value ($000) $3,632 Shares 44,950 Est. Cost $80.88 Unrealized
JKHY JACK HENRY & ASSOCIATES COM 1.1%
Value ($000) $3,568 Shares 40,189 Est. Cost $42.89 Unrealized +78.5%
CB CHUBB LIMITED ADR 1.0%
Value ($000) $3,510 Shares 26,569 Est. Cost $97.37 Unrealized +11.3%
GPC GENUINE PARTS CO COM 1.0%
Value ($000) $3,493 Shares 36,561 Est. Cost $64.32 Unrealized +13.6%
XOM EXXON MOBIL CORP COM 1.0%
Value ($000) $3,489 Shares 38,650 Est. Cost $53.85 Unrealized +8.0%
BRO BROWN & BROWN INC COM 1.0%
Value ($000) $3,428 Shares 76,411 Est. Cost $14.67 Unrealized +28.4%
SYK STRYKER CORP COM 1.0%
Value ($000) $3,308 Shares 27,616 Est. Cost $57.75 Unrealized +79.9%
CVX CHEVRON CORP COM 1.0%
Value ($000) $3,260 Shares 27,695 Est. Cost $70.35 Unrealized +4.9%
MSFT MICROSOFT CORPORATION COM 0.9%
Value ($000) $3,173 Shares 51,066 Est. Cost $27.89 Unrealized +93.4%
BB & T CORPORATION COM 0.9%
Value ($000) $3,155 Shares 67,102 Est. Cost $35.63 Unrealized
DHR DANAHER CORP COM 0.9%
Value ($000) $3,092 Shares 39,725 Est. Cost $42.49 Unrealized +56.2%
MMM 3M COMPANY COM 0.9%
Value ($000) $2,997 Shares 16,782 Est. Cost $68.75 Unrealized +54.5%
ORCL ORACLE CORP COM 0.9%
Value ($000) $2,977 Shares 77,445 Est. Cost $29.99 Unrealized +13.8%
HON HONEYWELL INTL INC COM 0.8%
Value ($000) $2,820 Shares 24,339 Est. Cost $57.27 Unrealized +47.0%
MCHP MICROCHIP TECHNOLOGY COM 0.8%
Value ($000) $2,780 Shares 43,335 Est. Cost $14.32 Unrealized +85.5%
T AT&T INC COM 0.8%
Value ($000) $2,712 Shares 63,785 Est. Cost $11.50 Unrealized +34.4%
PEOPLE'S UNITED FINANCIAL COM 0.8%
Value ($000) $2,686 Shares 138,763 Est. Cost $15.40 Unrealized
AMP AMERIPRISE FINANCIAL COM 0.8%
Value ($000) $2,685 Shares 24,204 Est. Cost $74.23 Unrealized +18.6%
BALL BALL CORP COM 0.8%
Value ($000) $2,566 Shares 34,190 Est. Cost $20.80 Unrealized +68.4%
AAPL APPLE COMPUTER INC COM 0.8%
Value ($000) $2,565 Shares 22,151 Est. Cost $23.24 Unrealized +12.3%
TRV TRAVELERS INC COM 0.8%
Value ($000) $2,547 Shares 20,809 Est. Cost $86.01 Unrealized +8.6%
WMT WAL MART STORES INC COM 0.7%
Value ($000) $2,493 Shares 36,079 Est. Cost $19.88 Unrealized +0.2%
HBAN HUNTINGTON BANCSHARES INC COM 0.7%
Value ($000) $2,486 Shares 188,062 Est. Cost $6.49 Unrealized +21.9%
COST COSTCO COMPANIES INC COM 0.7%
Value ($000) $2,378 Shares 14,854 Est. Cost $122.59 Unrealized +5.9%
MDT MEDTRONIC INCORPORATED ADR 0.7%
Value ($000) $2,315 Shares 32,505 Est. Cost $59.14 Unrealized +5.4%
PFE PFIZER INC COM 0.7%
Value ($000) $2,288 Shares 70,469 Est. Cost $19.79 Unrealized +3.6%
XLB MATERIALS SECTOR ETF SPDR 0.7%
Value ($000) $2,287 Shares 46,029 Est. Cost $44.70 Unrealized
TROW T. ROWE PRICE GROUP INC COM 0.7%
Value ($000) $2,283 Shares 30,328 Est. Cost $48.99 Unrealized +3.3%
LOW LOWE'S COMPANIES INC COM 0.7%
Value ($000) $2,256 Shares 31,733 Est. Cost $50.75 Unrealized +17.8%
KMB KIMBERLY CLARK CORP COM 0.7%
Value ($000) $2,232 Shares 19,553 Est. Cost $64.07 Unrealized +31.9%
VZ VERIZON COMMUNICATIONS INC COM 0.7%
Value ($000) $2,215 Shares 41,495 Est. Cost $27.38 Unrealized +13.2%
LLY LILLY ELI & CO COM 0.6%
Value ($000) $2,145 Shares 29,166 Est. Cost $59.32 Unrealized +8.3%
SYY SYSCO CORP COM 0.6%
Value ($000) $2,132 Shares 38,512 Est. Cost $24.40 Unrealized +67.8%
IWD RUSSELL 1000 VALUE ETF I SHARES 0.6%
Value ($000) $2,082 Shares 18,583 Est. Cost $103.45 Unrealized
ABBV ABBVIE INC COM 0.6%
Value ($000) $2,078 Shares 33,181 Est. Cost $27.22 Unrealized +53.5%
IVE S&P 500 VALUE ETF ISHARES 0.6%
Value ($000) $2,021 Shares 19,930 Est. Cost $93.04 Unrealized
FTV FORTIVE CORP COM 0.6%
Value ($000) $2,000 Shares 37,286 Est. Cost $31.35 Unrealized +1.6%
VFC VF CORP COM 0.6%
Value ($000) $1,915 Shares 35,898 Est. Cost $49.97 Unrealized +3.8%
PII POLARIS INDS INC COM 0.6%
Value ($000) $1,880 Shares 22,824 Est. Cost $118.62 Unrealized -31.2%
FLIR CORPORATION COM 0.5%
Value ($000) $1,856 Shares 51,287 Est. Cost $28.86 Unrealized
EG EVEREST GROUP LTD COM 0.5%
Value ($000) $1,670 Shares 7,720 Est. Cost $133.86 Unrealized +27.4%
ABT ABBOTT LABS COM 0.5%
Value ($000) $1,642 Shares 42,745 Est. Cost $29.19 Unrealized +15.3%
GGG GRACO INC COM 0.5%
Value ($000) $1,633 Shares 19,652 Est. Cost $21.33 Unrealized +9.6%
HRL HORMEL FOODS CORP COM 0.5%
Value ($000) $1,602 Shares 46,030 Est. Cost $23.87 Unrealized +20.3%
IWM RUSSELL 2000 INDEX ETF ISHARES 0.5%
Value ($000) $1,596 Shares 11,835 Est. Cost $114.12 Unrealized
MDU MDU RES GROUP INC COM 0.5%
Value ($000) $1,595 Shares 55,425 Est. Cost $6.82 Unrealized +15.6%
UNP UNION PAC CORP COM 0.5%
Value ($000) $1,592 Shares 15,356 Est. Cost $78.45 Unrealized +2.4%
CL COLGATE PALMOLIVE CO COM 0.5%
Value ($000) $1,570 Shares 23,992 Est. Cost $45.65 Unrealized +21.3%
SIG SIGNET JEWELLERS COM 0.5%
Value ($000) $1,558 Shares 16,538 Est. Cost $70.04 Unrealized +3.6%
IBB NASDAQ BIOTECH INDEX ETF ISHARES 0.5%
Value ($000) $1,551 Shares 5,845 Est. Cost $177.53 Unrealized
XILINX INC COM 0.5%
Value ($000) $1,524 Shares 25,252 Est. Cost $46.31 Unrealized
USB US BANCORP DEL COM 0.4%
Value ($000) $1,494 Shares 29,085 Est. Cost $24.16 Unrealized +39.8%
SPY S&P 500 ETF SPDR 0.4%
Value ($000) $1,488 Shares 6,655 Est. Cost $188.57 Unrealized
GLW CORNING INC COM 0.4%
Value ($000) $1,483 Shares 61,119 Est. Cost $14.97 Unrealized +24.5%
VARIAN MEDICAL SYSTEMS INC COM 0.4%
Value ($000) $1,400 Shares 15,601 Est. Cost $76.05 Unrealized
DCI DONALDSON INC COM 0.4%
Value ($000) $1,396 Shares 33,196 Est. Cost $30.07 Unrealized +14.0%
COP CONOCOPHILLIPS COM 0.4%
Value ($000) $1,386 Shares 27,654 Est. Cost $39.59 Unrealized -12.2%
GENERAL ELECTRIC CO COM 0.4%
Value ($000) $1,361 Shares 43,069 Est. Cost $23.39 Unrealized
ECL ECOLAB INC COM 0.4%
Value ($000) $1,301 Shares 11,094 Est. Cost $73.48 Unrealized +44.2%
DIS DISNEY WALT COMPANY COM 0.3%
Value ($000) $1,181 Shares 11,334 Est. Cost $58.28 Unrealized +55.6%
OXY OCCIDENTAL PETE COM 0.3%
Value ($000) $1,150 Shares 16,159 Est. Cost $57.14 Unrealized -3.7%
NUE NUCOR CORP COM 0.3%
Value ($000) $1,142 Shares 19,198 Est. Cost $32.55 Unrealized +40.2%
QCOM QUALCOMM INCORPORATED COM 0.3%
Value ($000) $1,139 Shares 17,460 Est. Cost $46.44 Unrealized +12.5%
C. R. BARD INC COM 0.3%
Value ($000) $1,107 Shares 4,928 Est. Cost $184.02 Unrealized
CHKP CHECKPOINT SOFTWARE TECH ADR 0.3%
Value ($000) $1,099 Shares 13,017 Est. Cost $79.49 Unrealized +3.2%
XLP CONSUMER STAPLES SECTOR ETF SPDR 0.3%
Value ($000) $1,081 Shares 20,910 Est. Cost $46.33 Unrealized
HAL HALLIBURTON COMPANY COM 0.3%
Value ($000) $1,068 Shares 19,757 Est. Cost $33.61 Unrealized +24.1%
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $1,052 Shares 18,878 Est. Cost $42.61 Unrealized +0.6%
MICHAEL KORS HOLDINGS COM 0.3%
Value ($000) $1,040 Shares 24,197 Est. Cost $42.86 Unrealized
BAX BAXTER INTERNATIONAL INC COM 0.3%
Value ($000) $1,025 Shares 23,131 Est. Cost $30.54 Unrealized +30.1%
VGT VANGUARD INFO TECH ETF 0.3%
Value ($000) $1,003 Shares 8,257 Est. Cost $103.80 Unrealized
APACHE CORP COM 0.3%
Value ($000) $1,000 Shares 15,751 Est. Cost $59.52 Unrealized
CASY CASEY'S GENERAL STORE COM 0.3%
Value ($000) $994 Shares 8,363 Est. Cost $111.27 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $975 Shares 8,164 Est. Cost $14.21 Unrealized +66.9%
ORLY O'REILLY AUTOMOTIVE INC COM 0.3%
Value ($000) $957 Shares 3,439 Est. Cost $17.40 Unrealized +5.0%
NVS NOVARTIS A G SPONSORED ADR 0.3%
Value ($000) $947 Shares 13,007 Est. Cost $85.67 Unrealized
INTC INTEL CORP COM 0.3%
Value ($000) $940 Shares 25,910 Est. Cost $18.90 Unrealized +54.2%
EOG EOG RESOURCES INC COM 0.3%
Value ($000) $913 Shares 9,029 Est. Cost $72.36 Unrealized 0.0%
COR AMERISOURCE-BERGEN CORP COM 0.3%
Value ($000) $887 Shares 11,349 Est. Cost $40.98 Unrealized +43.4%
HIBBETT SPORTS INC COM 0.3%
Value ($000) $881 Shares 23,621 Est. Cost $33.86 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $818 Shares 19,723 Est. Cost $28.10 Unrealized +11.1%
DU PONT E I DE NEMOURS COM 0.2%
Value ($000) $806 Shares 10,981 Est. Cost $56.16 Unrealized
APH AMPHENOL CORPORATION COM 0.2%
Value ($000) $800 Shares 11,907 Est. Cost $10.57 Unrealized +44.4%
NVDA NVIDIA CORP COM 0.2%
Value ($000) $793 Shares 7,428 Est. Cost $0.42 Unrealized +395.3%
ULTA ULTA SALON COS & FRAG COM 0.2%
Value ($000) $779 Shares 3,059 Est. Cost $91.38 Unrealized +173.3%
UPS UNITED PARCEL SERVICE COM 0.2%
Value ($000) $777 Shares 6,781 Est. Cost $57.70 Unrealized +39.1%
NFLX NETFLIX INC COM 0.2%
Value ($000) $693 Shares 5,600 Est. Cost $10.13 Unrealized +17.0%
AVT AVNET INC COM 0.2%
Value ($000) $672 Shares 14,120 Est. Cost $34.00 Unrealized +6.1%
IVV S&P 500 INDEX I SHARES 0.2%
Value ($000) $623 Shares 2,771 Est. Cost $214.03 Unrealized
XLY CONSUMER DISCRETION SECTOR ETF SPDR 0.2%
Value ($000) $603 Shares 7,411 Est. Cost $79.77 Unrealized
BMY BRISTOL-MYERS SQUIBB COM 0.2%
Value ($000) $563 Shares 9,642 Est. Cost $31.54 Unrealized +25.3%
LAM RESEARCH CORP COM 0.2%
Value ($000) $554 Shares 5,239 Est. Cost $82.66 Unrealized
FRME FIRST MERCHANTS CORP COM 0.2%
Value ($000) $533 Shares 14,154 Est. Cost $11.74 Unrealized +105.8%
XLK TECHNOLOGY SELECT SECTOR ETF SPDR 0.2%
Value ($000) $527 Shares 10,900 Est. Cost $30.55 Unrealized
MRK MERCK & CO INC COM 0.2%
Value ($000) $521 Shares 8,844 Est. Cost $33.68 Unrealized +30.9%
OII OCEANEERING INTL INC COM 0.2%
Value ($000) $510 Shares 18,090 Est. Cost $27.51 Unrealized -2.1%
FLS FLOWSERVE CORPORATION COM 0.2%
Value ($000) $509 Shares 10,591 Est. Cost $36.05 Unrealized +6.6%
BA BOEING CO COM 0.1%
Value ($000) $492 Shares 3,160 Est. Cost $115.79 Unrealized +16.6%
XLV HEALTHCARE SECTOR ETF SPDR 0.1%
Value ($000) $489 Shares 7,100 Est. Cost $61.33 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $474 Shares 7,000 Est. Cost $19.92 Unrealized +70.6%
CFR CULLEN FROST BANKERS COM 0.1%
Value ($000) $457 Shares 5,185 Est. Cost $50.16 Unrealized +22.8%
WFC WELLS FARGO & CO COM 0.1%
Value ($000) $393 Shares 7,124 Est. Cost $32.33 Unrealized +20.7%
ALERIAN MLP ETF 0.1%
Value ($000) $393 Shares 31,179 Est. Cost $17.92 Unrealized
NWL NEWELL RUBBERMAID INC COM 0.1%
Value ($000) $375 Shares 8,404 Est. Cost $31.35 Unrealized +4.3%
WALGREEN BOOTS ALLIANCE INC COM 0.1%
Value ($000) $365 Shares 4,400 Est. Cost $84.75 Unrealized
NATIONAL OILWELL VARCO COM 0.1%
Value ($000) $358 Shares 9,569 Est. Cost $53.69 Unrealized
REYNOLDS AMERN COM 0.1%
Value ($000) $353 Shares 6,300 Est. Cost $56.03 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $345 Shares 2,838 Est. Cost $75.06 Unrealized +25.6%
BLACKROCK INC COM 0.1%
Value ($000) $306 Shares 805 Est. Cost $350.86 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $304 Shares 2,263 Est. Cost $104.86 Unrealized -1.4%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $302 Shares 3,300 Est. Cost $50.47 Unrealized +15.4%
MDLZ MONDELEZ INTL INC COM 0.1%
Value ($000) $284 Shares 6,426 Est. Cost $34.87 Unrealized -0.4%
D DOMINION RESOURCES INC NEW COM 0.1%
Value ($000) $277 Shares 3,612 Est. Cost $48.75 Unrealized +1.4%
CINF CINCINNATI FINANC CORP OHIO COM 0.1%
Value ($000) $275 Shares 3,634 Est. Cost $54.64 Unrealized +6.5%
CAT CATERPILLAR INC. COM 0.1%
Value ($000) $268 Shares 2,895 Est. Cost $73.74 Unrealized 0.0%
CME CME GROUP COM 0.1%
Value ($000) $263 Shares 2,284 Est. Cost $73.18 Unrealized +7.4%
RSG REPUBLIC SERVICES INC COM 0.1%
Value ($000) $257 Shares 4,512 Est. Cost $43.85 Unrealized +5.3%
MET METLIFE INC COM 0.1%
Value ($000) $257 Shares 4,765 Est. Cost $27.39 Unrealized +23.1%
TGT TARGET CORP COM 0.1%
Value ($000) $237 Shares 3,279 Est. Cost $50.07 Unrealized +10.5%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.1%
Value ($000) $235 Shares 1,663 Est. Cost $150.09 Unrealized -4.2%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $234 Shares 2,700 Est. Cost $58.66 Unrealized 0.0%
EFA MSCI EAFE ETF ISHARES 0.1%
Value ($000) $223 Shares 3,871 Est. Cost $56.50 Unrealized
CMCSA COMCAST CORP CLASS A COM 0.1%
Value ($000) $218 Shares 3,155 Est. Cost $26.61 Unrealized +0.8%
CPB CAMPBELL SOUP COM 0.1%
Value ($000) $215 Shares 3,561 Est. Cost $31.33 Unrealized +33.1%
AMGN AMGEN INC COM 0.1%
Value ($000) $203 Shares 1,387 Est. Cost $127.72 Unrealized -10.5%