FIRST MERCHANTS CORP Diversified Active

CIK: 0000712534 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 28, 2021

Total Value ($000): $1,451,559 (100.0% shares, 0.0% debt)

Holdings (240)

BALL BALL CORP COM 24.7%
Value ($000) $358,476 Shares 3,847,135 Est. Cost $62.77 Unrealized +38.2%
AGG BARCLAYS AGGREGATE BOND ETF ISHARES 4.6%
Value ($000) $67,485 Shares 570,987 Est. Cost $113.17 Unrealized
AAPL APPLE COMPUTER INC COM 2.5%
Value ($000) $35,606 Shares 268,340 Est. Cost $87.70 Unrealized +33.4%
IVW S&P 500 GROWTH ETF I SHARES 2.0%
Value ($000) $29,334 Shares 459,714 Est. Cost $96.33 Unrealized
FELE FRANKLIN ELECTRIC CO INC COM 1.9%
Value ($000) $27,356 Shares 395,314 Est. Cost $37.19 Unrealized +68.3%
IYW ISHARES TR U.S. TECH ETF 1.8%
Value ($000) $26,735 Shares 314,239 Est. Cost $112.83 Unrealized
IJR S&P SMALL CAP 600 CORE ETF ISHARES 1.6%
Value ($000) $23,894 Shares 260,000 Est. Cost $77.83 Unrealized
MSFT MICROSOFT CORPORATION COM 1.6%
Value ($000) $23,206 Shares 104,335 Est. Cost $72.59 Unrealized +183.8%
VGT VANGUARD INFO TECH ETF 1.5%
Value ($000) $21,839 Shares 61,729 Est. Cost $157.71 Unrealized
V VISA COM 1.2%
Value ($000) $17,001 Shares 77,728 Est. Cost $123.49 Unrealized +59.7%
IJK S&P MID-CAP 400 GROWTH ETF ISHARES 1.2%
Value ($000) $16,842 Shares 233,200 Est. Cost $89.12 Unrealized
IJJ S&P MID-CAP 400 VALUE ETF ISHARES 1.1%
Value ($000) $15,937 Shares 184,674 Est. Cost $97.85 Unrealized
BIV VANGUARD INTERMEDIATE-TERM 1.0%
Value ($000) $15,081 Shares 162,428 Est. Cost $150.24 Unrealized
SYK STRYKER CORP COM 1.0%
Value ($000) $14,220 Shares 58,032 Est. Cost $110.02 Unrealized +95.0%
IVE S&P 500 VALUE ETF ISHARES 1.0%
Value ($000) $13,931 Shares 108,819 Est. Cost $114.07 Unrealized
LLY LILLY ELI & CO COM 1.0%
Value ($000) $13,887 Shares 82,250 Est. Cost $96.87 Unrealized +45.9%
GOOGL ALPHABET CL A COM 0.9%
Value ($000) $12,500 Shares 7,132 Est. Cost $58.59 Unrealized +42.5%
VOO VANGUARD I S&P 500 COM 0.8%
Value ($000) $11,931 Shares 34,713 Est. Cost $278.85 Unrealized
GSY INVESCO ULTRA SHORT DURATIONEFT 0.8%
Value ($000) $11,731 Shares 231,940 Est. Cost $50.41 Unrealized
PEP PEPSICO INC COM 0.8%
Value ($000) $11,539 Shares 77,813 Est. Cost $83.89 Unrealized +44.5%
LOW LOWE'S COMPANIES INC COM 0.8%
Value ($000) $11,275 Shares 70,249 Est. Cost $67.85 Unrealized +118.2%
XLP CONSUMER STAPLES SECTOR ETF SPDR 0.8%
Value ($000) $11,255 Shares 166,873 Est. Cost $56.72 Unrealized
XLV HEALTHCARE SECTOR ETF SPDR 0.8%
Value ($000) $11,188 Shares 98,628 Est. Cost $88.71 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.8%
Value ($000) $11,106 Shares 130,762 Est. Cost $76.68 Unrealized
DIS DISNEY WALT COMPANY COM 0.7%
Value ($000) $10,517 Shares 58,048 Est. Cost $110.38 Unrealized +27.0%
ABT ABBOTT LABS COM 0.7%
Value ($000) $10,407 Shares 95,047 Est. Cost $40.36 Unrealized +145.9%
ACN ACCENTURE PLC ADR 0.7%
Value ($000) $10,371 Shares 39,707 Est. Cost $89.85 Unrealized +148.2%
ADP AUTOMATIC DATA PROCESSING COM 0.7%
Value ($000) $10,335 Shares 58,655 Est. Cost $76.99 Unrealized +91.5%
CMCSA COMCAST CORP CLASS A COM 0.7%
Value ($000) $9,548 Shares 182,218 Est. Cost $33.04 Unrealized +26.1%
MDY S&P 400 MID-CAP ETF SPDR 0.6%
Value ($000) $9,331 Shares 22,220 Est. Cost $210.09 Unrealized
COST COSTCO COMPANIES INC COM 0.6%
Value ($000) $9,081 Shares 24,103 Est. Cost $150.26 Unrealized +131.2%
AVGO BROADCOM INC NPV COM 0.6%
Value ($000) $8,981 Shares 20,514 Est. Cost $25.92 Unrealized +34.4%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $8,858 Shares 56,284 Est. Cost $84.61 Unrealized +50.7%
PG PROCTER & GAMBLE CO COM 0.6%
Value ($000) $8,699 Shares 62,521 Est. Cost $69.25 Unrealized +77.8%
LHX L3HARRIS TECHNOLOGIES INC COM 0.6%
Value ($000) $8,497 Shares 44,950 Est. Cost $177.18 Unrealized -6.9%
WMT WAL MART STORES INC COM 0.6%
Value ($000) $8,228 Shares 57,084 Est. Cost $24.17 Unrealized +87.2%
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $8,110 Shares 23,126 Est. Cost $186.24 Unrealized +65.5%
CSCO CISCO SYSTEMS COM 0.6%
Value ($000) $7,999 Shares 178,750 Est. Cost $23.94 Unrealized +47.3%
IWP RUSSELL MID CAP GROWTH INDEXISHARES ETF 0.5%
Value ($000) $7,906 Shares 77,018 Est. Cost $122.24 Unrealized
HD HOME DEPOT INC COM 0.5%
Value ($000) $7,872 Shares 29,638 Est. Cost $164.30 Unrealized +47.6%
TROW T. ROWE PRICE GROUP INC COM 0.5%
Value ($000) $7,778 Shares 51,377 Est. Cost $58.90 Unrealized +94.1%
HON HONEYWELL INTL INC COM 0.5%
Value ($000) $7,773 Shares 36,542 Est. Cost $88.70 Unrealized +84.6%
IWR RUSSELL MID CAP INDEX ISHARES ETF 0.5%
Value ($000) $7,608 Shares 111,005 Est. Cost $71.68 Unrealized
BWX INTERNATIONAL TREASURY BOND ETF SPDR 0.5%
Value ($000) $7,563 Shares 242,262 Est. Cost $28.69 Unrealized
PFE PFIZER INC COM 0.5%
Value ($000) $7,548 Shares 205,063 Est. Cost $24.04 Unrealized +19.1%
SPY S&P 500 ETF SPDR 0.5%
Value ($000) $7,541 Shares 20,171 Est. Cost $266.72 Unrealized
RTX RAYTHEON TECHNOLOGIES COM 0.5%
Value ($000) $7,520 Shares 105,160 Est. Cost $54.58 Unrealized +7.0%
FRME FIRST MERCHANTS CORP COM 0.5%
Value ($000) $7,460 Shares 199,451 Est. Cost $29.68 Unrealized -12.6%
AMZN AMAZON INC COM 0.5%
Value ($000) $7,423 Shares 2,279 Est. Cost $116.32 Unrealized +37.2%
JPM J P MORGAN CHASE & CO COM 0.5%
Value ($000) $7,393 Shares 58,181 Est. Cost $69.67 Unrealized +40.9%
AMGN AMGEN INC COM 0.5%
Value ($000) $7,390 Shares 32,139 Est. Cost $156.94 Unrealized +25.1%
IWM RUSSELL 2000 INDEX ETF ISHARES 0.5%
Value ($000) $7,097 Shares 36,199 Est. Cost $152.85 Unrealized
BDX BECTON DICKINSON & CO COM 0.5%
Value ($000) $6,972 Shares 27,863 Est. Cost $120.05 Unrealized +78.7%
CTSH COGNIZANT TECHNOLOGY COM 0.5%
Value ($000) $6,676 Shares 81,466 Est. Cost $60.34 Unrealized +16.6%
XLY CONSUMER DISCRETION SECTOR ETF 0.4%
Value ($000) $6,345 Shares 39,467 Est. Cost $128.41 Unrealized
APH AMPHENOL CORPORATION COM 0.4%
Value ($000) $6,119 Shares 46,789 Est. Cost $19.83 Unrealized +47.7%
JNK SPDR SERIES TRUST BLOOMBERG BRCLYS 0.4%
Value ($000) $6,076 Shares 55,778 Est. Cost $107.99 Unrealized
IJT S&P SMALL CAP 600 GROWTH ETF ISHARES 0.4%
Value ($000) $6,064 Shares 53,111 Est. Cost $115.43 Unrealized
VFC VF CORP COM 0.4%
Value ($000) $5,844 Shares 68,424 Est. Cost $59.00 Unrealized +35.4%
CB CHUBB LIMITED ADR 0.4%
Value ($000) $5,794 Shares 37,642 Est. Cost $104.87 Unrealized +24.0%
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $5,775 Shares 98,304 Est. Cost $31.04 Unrealized +41.7%
BLACKROCK INC COM 0.4%
Value ($000) $5,678 Shares 7,870 Est. Cost $452.49 Unrealized
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $5,656 Shares 73,312 Est. Cost $56.91 Unrealized +15.3%
SCHR CHARLES SCHWAB INTERMEDIATE 0.4%
Value ($000) $5,574 Shares 95,749 Est. Cost $55.56 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.4%
Value ($000) $5,477 Shares 85,418 Est. Cost $56.24 Unrealized
EEM MSCI EMERGING MARKET INDEX ETF ISHARES 0.4%
Value ($000) $5,394 Shares 104,408 Est. Cost $40.92 Unrealized
LAM RESEARCH CORP COM 0.4%
Value ($000) $5,287 Shares 11,196 Est. Cost $163.63 Unrealized
TFC TRUIST FINANCIAL COM 0.4%
Value ($000) $5,188 Shares 108,257 Est. Cost $40.65 Unrealized -12.3%
DHR DANAHER CORP COM 0.3%
Value ($000) $4,933 Shares 22,208 Est. Cost $71.02 Unrealized +176.0%
NTRS NORTHERN TR CORP COM 0.3%
Value ($000) $4,903 Shares 52,643 Est. Cost $51.33 Unrealized +46.7%
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value ($000) $4,884 Shares 53,534 Est. Cost $66.63 Unrealized +24.5%
VB VANGUARD SMALL-CAP ETF 0.3%
Value ($000) $4,878 Shares 25,055 Est. Cost $141.32 Unrealized
XILINX INC COM 0.3%
Value ($000) $4,845 Shares 34,172 Est. Cost $71.35 Unrealized
AMP AMERIPRISE FINANCIAL COM 0.3%
Value ($000) $4,845 Shares 24,928 Est. Cost $87.17 Unrealized +89.8%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $4,845 Shares 45,290 Est. Cost $57.97 Unrealized +46.9%
SCHW CHARLES SCHWAB CORP COM 0.3%
Value ($000) $4,805 Shares 90,596 Est. Cost $34.90 Unrealized +21.3%
IJS S&P SMALL CAP 600 VALUE ETF ISHARES 0.3%
Value ($000) $4,671 Shares 57,455 Est. Cost $95.04 Unrealized
OMC OMNICOM GROUP INC COM 0.3%
Value ($000) $4,652 Shares 74,605 Est. Cost $52.06 Unrealized -8.6%
CMI CUMMINS INC COM 0.3%
Value ($000) $4,644 Shares 20,451 Est. Cost $128.71 Unrealized +54.0%
CVX CHEVRON CORP COM 0.3%
Value ($000) $4,612 Shares 54,620 Est. Cost $77.70 Unrealized -16.3%
VYM VANGUARD W HIGH DIV YIELD ETF 0.3%
Value ($000) $4,608 Shares 50,351 Est. Cost $88.39 Unrealized
VO VANGUARD MID-CAP INDEX ETF 0.3%
Value ($000) $4,493 Shares 21,730 Est. Cost $147.62 Unrealized
EMB JPM EMERGING MARKETS ISHARES 0.3%
Value ($000) $4,481 Shares 38,660 Est. Cost $113.00 Unrealized
TJX TJX COS INC NEW COM 0.3%
Value ($000) $4,434 Shares 64,921 Est. Cost $41.65 Unrealized +35.6%
MDT MEDTRONIC INCORPORATED ADR 0.3%
Value ($000) $4,169 Shares 35,591 Est. Cost $62.29 Unrealized +52.6%
CNI CANADIAN NATIONAL RAILWAY ADR 0.3%
Value ($000) $4,142 Shares 37,707 Est. Cost $69.64 Unrealized +40.7%
BRK/B BERKSHIRE HATHAWAY CL B COM 0.3%
Value ($000) $3,969 Shares 17,119 Est. Cost $196.82 Unrealized +11.9%
HRL HORMEL FOODS CORP COM 0.3%
Value ($000) $3,961 Shares 84,988 Est. Cost $27.68 Unrealized +52.0%
INTC INTEL CORP COM 0.3%
Value ($000) $3,942 Shares 79,131 Est. Cost $30.49 Unrealized +44.4%
FLIR CORPORATION COM 0.3%
Value ($000) $3,886 Shares 88,704 Est. Cost $35.30 Unrealized
XLB MATERIALS SECTOR ETF SPDR 0.3%
Value ($000) $3,868 Shares 53,446 Est. Cost $52.26 Unrealized
MCD MCDONALDS CORP COM 0.3%
Value ($000) $3,803 Shares 17,723 Est. Cost $166.79 Unrealized +15.9%
UNP UNION PAC CORP COM 0.3%
Value ($000) $3,678 Shares 17,664 Est. Cost $85.69 Unrealized +107.8%
GGG GRACO INC COM 0.2%
Value ($000) $3,590 Shares 49,622 Est. Cost $36.45 Unrealized +72.0%
LINDE PLC COM 0.2%
Value ($000) $3,578 Shares 13,577 Est. Cost $190.33 Unrealized
T AT&T INC COM 0.2%
Value ($000) $3,403 Shares 118,377 Est. Cost $14.45 Unrealized +6.4%
META FACEBOOK INC COM 0.2%
Value ($000) $3,363 Shares 12,312 Est. Cost $245.69 Unrealized +10.8%
XLC COMM SERVICES SPDR 0.2%
Value ($000) $3,349 Shares 49,637 Est. Cost $50.74 Unrealized
MCHP MICROCHIP TECHNOLOGY COM 0.2%
Value ($000) $3,349 Shares 24,250 Est. Cost $16.98 Unrealized +231.0%
RSP INVESCO S&P 5OO EQ WEIGHT ETF 0.2%
Value ($000) $3,334 Shares 26,145 Est. Cost $101.89 Unrealized
KMB KIMBERLY CLARK CORP COM 0.2%
Value ($000) $3,284 Shares 24,353 Est. Cost $82.03 Unrealized +41.4%
CERNER CORP COM 0.2%
Value ($000) $3,281 Shares 41,815 Est. Cost $62.35 Unrealized
CTVA CORTEVA INC COM 0.2%
Value ($000) $3,266 Shares 84,373 Est. Cost $25.31 Unrealized +33.4%
ORLY O'REILLY AUTOMOTIVE INC COM 0.2%
Value ($000) $3,259 Shares 7,202 Est. Cost $19.88 Unrealized +51.9%
BND VANGUARD TOTAL BOND MKT INDXETF 0.2%
Value ($000) $3,248 Shares 36,825 Est. Cost $81.56 Unrealized
CAT CATERPILLAR INC. COM 0.2%
Value ($000) $3,217 Shares 17,676 Est. Cost $93.82 Unrealized +64.1%
LNT ALLIANT CORP COM 0.2%
Value ($000) $3,204 Shares 62,188 Est. Cost $27.22 Unrealized +67.6%
NWL NEWELL RUBBERMAID INC COM 0.2%
Value ($000) $3,078 Shares 145,036 Est. Cost $13.14 Unrealized +18.5%
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $3,075 Shares 35,951 Est. Cost $53.29 Unrealized +37.8%
ORCL ORACLE CORP COM 0.2%
Value ($000) $2,959 Shares 45,746 Est. Cost $33.65 Unrealized +65.0%
ROP ROPER INDS INC NEW COM 0.2%
Value ($000) $2,955 Shares 6,855 Est. Cost $346.79 Unrealized +14.8%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $2,922 Shares 8,232 Est. Cost $323.78 Unrealized -1.5%
XLRE REAL ESTATE SELECT SEC ETF 0.2%
Value ($000) $2,918 Shares 79,813 Est. Cost $36.19 Unrealized
XLU UTILITIES SECTOR ETF 0.2%
Value ($000) $2,828 Shares 45,098 Est. Cost $64.14 Unrealized
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $2,790 Shares 27,787 Est. Cost $68.90 Unrealized +23.1%
XLF FINANCIAL SECTOR ETF SPDR 0.2%
Value ($000) $2,737 Shares 92,884 Est. Cost $27.13 Unrealized
IWD RUSSELL 1000 VALUE ETF ISHARES 0.2%
Value ($000) $2,638 Shares 19,292 Est. Cost $103.71 Unrealized
JKHY JACK HENRY & ASSOCIATES COM 0.2%
Value ($000) $2,506 Shares 15,472 Est. Cost $52.96 Unrealized +181.4%
SJM THE J.M. SMUCKER COMPANY COM 0.2%
Value ($000) $2,467 Shares 21,347 Est. Cost $78.22 Unrealized +25.5%
FOXA FOX COM 0.2%
Value ($000) $2,384 Shares 81,908 Est. Cost $28.75 Unrealized -9.0%
MKTX MARKETTAXESS HOLDINGS INC COM 0.2%
Value ($000) $2,379 Shares 4,169 Est. Cost $335.01 Unrealized +53.2%
NVDA NVIDIA CORP COM 0.2%
Value ($000) $2,373 Shares 4,545 Est. Cost $2.49 Unrealized +436.4%
CFR CULLEN FROST BANKERS COM 0.2%
Value ($000) $2,356 Shares 27,019 Est. Cost $74.24 Unrealized -9.0%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $2,345 Shares 29,180 Est. Cost $48.96 Unrealized +36.5%
MASI MASIMO CORP COM 0.2%
Value ($000) $2,339 Shares 8,714 Est. Cost $151.90 Unrealized +64.2%
SITE SITEONE LANDSCAPE SUPPLY INCCOM 0.2%
Value ($000) $2,304 Shares 14,525 Est. Cost $73.88 Unrealized +85.6%
BAX BAXTER INTERNATIONAL INC COM 0.2%
Value ($000) $2,293 Shares 28,577 Est. Cost $44.19 Unrealized +60.7%
SCHO SCHWAB STRATEGIC S/T US TREASURY ETF 0.2%
Value ($000) $2,274 Shares 44,260 Est. Cost $51.70 Unrealized
GLW CORNING INC COM 0.2%
Value ($000) $2,261 Shares 62,812 Est. Cost $18.90 Unrealized +63.3%
TRV TRAVELERS INC COM 0.2%
Value ($000) $2,255 Shares 16,063 Est. Cost $96.20 Unrealized +20.2%
OMCL OMNICELL INC COM 0.2%
Value ($000) $2,200 Shares 18,331 Est. Cost $73.39 Unrealized +33.6%
ABBV ABBVIE INC COM 0.1%
Value ($000) $2,162 Shares 20,178 Est. Cost $41.34 Unrealized +91.0%
POOL POOL CORPORATION COM 0.1%
Value ($000) $2,114 Shares 5,674 Est. Cost $179.51 Unrealized +83.1%
MMM 3M COMPANY COM 0.1%
Value ($000) $2,009 Shares 11,499 Est. Cost $93.12 Unrealized +26.2%
BRO BROWN & BROWN INC COM 0.1%
Value ($000) $2,000 Shares 42,196 Est. Cost $20.15 Unrealized +120.7%
AMT AMERICAN TOWER CORP REIT 0.1%
Value ($000) $1,966 Shares 8,759 Est. Cost $189.32 Unrealized +5.5%
CVS CVS CORPORATION DELAWARE COM 0.1%
Value ($000) $1,953 Shares 28,611 Est. Cost $57.35 Unrealized -3.7%
USB US BANCORP DEL COM 0.1%
Value ($000) $1,894 Shares 40,655 Est. Cost $29.89 Unrealized +13.3%
VLO VALERO ENERGY NEW COM 0.1%
Value ($000) $1,839 Shares 32,504 Est. Cost $54.67 Unrealized -25.8%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $1,823 Shares 44,228 Est. Cost $54.05 Unrealized -43.8%
GOOG ALPHABET INC CL C COM 0.1%
Value ($000) $1,811 Shares 1,034 Est. Cost $55.66 Unrealized +50.4%
SNBR SLEEP NUMBER CORP COM 0.1%
Value ($000) $1,637 Shares 20,002 Est. Cost $42.82 Unrealized +62.0%
IVV S&P 500 INDEX I SHARES 0.1%
Value ($000) $1,606 Shares 4,279 Est. Cost $278.91 Unrealized
XLE ENERGY SECTOR ETF SPDR 0.1%
Value ($000) $1,594 Shares 42,067 Est. Cost $55.54 Unrealized
CRL CHARLES RIV LABS INTL INC COM 0.1%
Value ($000) $1,566 Shares 6,267 Est. Cost $134.08 Unrealized +77.6%
VV VANGUARD I LARGE CAP ETF 0.1%
Value ($000) $1,555 Shares 8,847 Est. Cost $118.03 Unrealized
IBB NASDAQ BIOTECH INDEX ETF 0.1%
Value ($000) $1,538 Shares 10,150 Est. Cost $135.62 Unrealized
XLK TECHNOLOGY SELECT SECTOR ETF SPDR 0.1%
Value ($000) $1,508 Shares 11,599 Est. Cost $36.06 Unrealized
ADBE ADOBE SYSTEMS INC COM 0.1%
Value ($000) $1,498 Shares 2,995 Est. Cost $361.90 Unrealized +33.5%
VEU VANGUARD FTSE ALL WRLD EX US ETF 0.1%
Value ($000) $1,483 Shares 25,417 Est. Cost $47.90 Unrealized
AWK AMERICAN WATER CO INC COM 0.1%
Value ($000) $1,447 Shares 9,433 Est. Cost $112.32 Unrealized +24.1%
TTC TORO CO COM 0.1%
Value ($000) $1,444 Shares 15,231 Est. Cost $71.45 Unrealized +23.7%
KO COCA COLA CO COM 0.1%
Value ($000) $1,396 Shares 25,444 Est. Cost $34.57 Unrealized +28.1%
XLI INDUSTRIAL SECTOR ETF SPDR 0.1%
Value ($000) $1,306 Shares 14,747 Est. Cost $77.47 Unrealized
COR AMERISOURCE-BERGEN CORP COM 0.1%
Value ($000) $1,275 Shares 13,035 Est. Cost $58.07 Unrealized +53.9%
MDU MDU RES GROUP INC COM 0.1%
Value ($000) $1,270 Shares 48,220 Est. Cost $6.96 Unrealized +15.7%
O REALTY INCOME CORP REIT 0.1%
Value ($000) $1,228 Shares 19,758 Est. Cost $45.33 Unrealized +0.6%
NKE NIKE INC CL B COM 0.1%
Value ($000) $1,170 Shares 8,271 Est. Cost $66.68 Unrealized +84.8%
CASY CASEY'S GENERAL STORE COM 0.1%
Value ($000) $1,102 Shares 6,170 Est. Cost $118.92 Unrealized +47.7%
SYY SYSCO CORP COM 0.1%
Value ($000) $1,095 Shares 14,748 Est. Cost $24.40 Unrealized +145.9%
ECL ECOLAB INC COM 0.1%
Value ($000) $1,080 Shares 4,994 Est. Cost $77.05 Unrealized +156.3%
LZB LA-Z BOY INC COM 0.1%
Value ($000) $1,077 Shares 27,044 Est. Cost $31.97 Unrealized +15.9%
BANF BANKFIRST CORP OKLA COM 0.1%
Value ($000) $1,062 Shares 18,091 Est. Cost $47.65 Unrealized -2.2%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $1,049 Shares 15,001 Est. Cost $64.56 Unrealized -25.7%
UPS UNITED PARCEL SERVICE COM 0.1%
Value ($000) $980 Shares 5,818 Est. Cost $78.52 Unrealized +74.4%
DLR DIGITAL REALTY TRUST REIT 0.1%
Value ($000) $975 Shares 6,989 Est. Cost $122.32 Unrealized -2.4%
EOG EOG RESOURCES INC COM 0.1%
Value ($000) $934 Shares 18,740 Est. Cost $48.07 Unrealized -29.0%
IJH S&P MID CAP 400 ETF ISHARES 0.1%
Value ($000) $919 Shares 3,997 Est. Cost $178.07 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $919 Shares 1,700 Est. Cost $10.52 Unrealized +381.8%
AFL AFLAC INC COM 0.1%
Value ($000) $912 Shares 20,517 Est. Cost $35.32 Unrealized +2.9%
EYE NATIONAL VISION HLDGS INC COM 0.1%
Value ($000) $898 Shares 19,819 Est. Cost $29.13 Unrealized +49.2%
NUE NUCOR CORP COM 0.1%
Value ($000) $884 Shares 16,627 Est. Cost $43.93 Unrealized +7.9%
CWB BARCLAYS CONVERITIBLE SEC ETF SPDR 0.1%
Value ($000) $882 Shares 10,650 Est. Cost $69.75 Unrealized
ALC ALCON INC COM 0.1%
Value ($000) $853 Shares 12,931 Est. Cost $57.77 Unrealized +6.8%
MDLZ MONDELEZ INTL INC COM 0.1%
Value ($000) $850 Shares 14,543 Est. Cost $48.60 Unrealized +3.2%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $844 Shares 5,142 Est. Cost $84.80 Unrealized +58.7%
IDV ISHARES TR INTL SEL DIV ETF 0.1%
Value ($000) $841 Shares 28,534 Est. Cost $30.43 Unrealized
D DOMINION RESOURCES INC NEW COM 0.1%
Value ($000) $837 Shares 11,130 Est. Cost $55.19 Unrealized +14.9%
ARE ALEXANDRIA RE EQUITIES INC COM 0.1%
Value ($000) $813 Shares 4,560 Est. Cost $134.06 Unrealized -0.3%
PFF ISHARES PREFERRED & INC ETF 0.1%
Value ($000) $797 Shares 20,703 Est. Cost $37.46 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $796 Shares 9,610 Est. Cost $60.88 Unrealized -0.9%
TSLA TESLA MOTORS INC COM 0.1%
Value ($000) $755 Shares 1,070 Est. Cost $91.25 Unrealized +87.0%
VXF VANGUARD I EXTENDED MARKET ETF 0.1%
Value ($000) $753 Shares 4,570 Est. Cost $107.99 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $728 Shares 18,206 Est. Cost $39.11 Unrealized -21.4%
DVY DOW JONES SELECT DIVIDEND ETF I SHARES 0.0%
Value ($000) $694 Shares 7,219 Est. Cost $89.28 Unrealized
IYH ISHARES TR US HLTHCARE ETF 0.0%
Value ($000) $693 Shares 2,819 Est. Cost $190.20 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $643 Shares 9,084 Est. Cost $32.86 Unrealized +53.1%
IWC ISHARES TR MICRO-CAP ETF 0.0%
Value ($000) $623 Shares 5,250 Est. Cost $88.15 Unrealized
PYPL PAYPAL HOLDINGS COM 0.0%
Value ($000) $621 Shares 2,650 Est. Cost $150.15 Unrealized +37.7%
DGRO LC CORE DVD GROWTH 0.0%
Value ($000) $619 Shares 13,825 Est. Cost $39.78 Unrealized
PGX INVESCO EX PFD EFT 0.0%
Value ($000) $610 Shares 40,000 Est. Cost $14.72 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $606 Shares 1,886 Est. Cost $225.81 Unrealized +26.7%
UNILEVER ADR 0.0%
Value ($000) $596 Shares 9,880 Est. Cost $53.37 Unrealized
WM WASTE MANAGEMENT INC COM 0.0%
Value ($000) $569 Shares 4,823 Est. Cost $104.86 Unrealized +2.5%
IYZ ISHARES DJ TELECOM ETF 0.0%
Value ($000) $566 Shares 18,733 Est. Cost $28.92 Unrealized
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $531 Shares 2,268 Est. Cost $142.38 Unrealized +40.2%
DUKE REALTY CORP COM 0.0%
Value ($000) $524 Shares 13,109 Est. Cost $37.19 Unrealized
ITW ILLINOIS TOOL WORKS INC COM 0.0%
Value ($000) $523 Shares 2,567 Est. Cost $130.19 Unrealized +39.0%
IBM INTL BUSINESS MACHINES CORP COM 0.0%
Value ($000) $503 Shares 3,996 Est. Cost $93.86 Unrealized -0.5%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $501 Shares 3,490 Est. Cost $104.59 Unrealized +19.9%
EFA MSCI EAFE ETF ISHARES 0.0%
Value ($000) $471 Shares 6,448 Est. Cost $64.72 Unrealized
IWO RUSSELL 200 GROWTH ETF 0.0%
Value ($000) $466 Shares 1,625 Est. Cost $192.62 Unrealized
SNA SNAP ON INC COM 0.0%
Value ($000) $463 Shares 2,703 Est. Cost $129.86 Unrealized +12.7%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $450 Shares 10,969 Est. Cost $27.56 Unrealized -3.1%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.0%
Value ($000) $442 Shares 950 Est. Cost $214.76 Unrealized +115.4%
PEOPLE'S UNITED FINANCIAL COM 0.0%
Value ($000) $436 Shares 33,716 Est. Cost $15.99 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $414 Shares 4,380 Est. Cost $86.13 Unrealized
VCIT VANGUARD INTER-TERM CORP 0.0%
Value ($000) $410 Shares 4,223 Est. Cost $96.10 Unrealized
HDV I SHARES DOMESTIC EQUITY ETF 0.0%
Value ($000) $391 Shares 4,463 Est. Cost $80.44 Unrealized
RSG REPUBLIC SERVICES INC COM 0.0%
Value ($000) $380 Shares 3,945 Est. Cost $63.45 Unrealized +39.9%
EQIX EQUINIX INC REIT 0.0%
Value ($000) $357 Shares 500 Est. Cost $674.73 Unrealized 0.0%
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $351 Shares 15,150 Est. Cost $40.38 Unrealized -52.0%
CINF CINCINNATI FINANC CORP OHIO COM 0.0%
Value ($000) $349 Shares 4,000 Est. Cost $61.34 Unrealized +14.3%
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.0%
Value ($000) $346 Shares 9,600 Est. Cost $39.17 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $344 Shares 4,203 Est. Cost $50.59 Unrealized +28.2%
WFC WELLS FARGO & CO COM 0.0%
Value ($000) $343 Shares 11,367 Est. Cost $41.36 Unrealized -44.3%
PSA PUBLIC STORAGE INC. CLASS A REIT 0.0%
Value ($000) $342 Shares 1,479 Est. Cost $169.14 Unrealized +8.6%
CCL CARNIVAL CORP COM 0.0%
Value ($000) $341 Shares 15,740 Est. Cost $37.65 Unrealized -52.8%
FDX FEDEX CORPORATION COM 0.0%
Value ($000) $333 Shares 1,284 Est. Cost $182.03 Unrealized +38.0%
CLX CLOROX CO COM 0.0%
Value ($000) $322 Shares 1,595 Est. Cost $151.12 Unrealized +16.7%
CME CME GROUP COM 0.0%
Value ($000) $319 Shares 1,750 Est. Cost $101.88 Unrealized +35.9%
DEO DIAGEO PLC SPONSORED ADR 0.0%
Value ($000) $318 Shares 2,000 Est. Cost $132.04 Unrealized
IYK ISHARES TR U.S. CNSM GD ETF 0.0%
Value ($000) $317 Shares 1,827 Est. Cost $127.61 Unrealized
IYJ ISHARES TR US INDUSTRIALS 0.0%
Value ($000) $310 Shares 3,195 Est. Cost $129.28 Unrealized
GDXJ VANECK VECTORS ETF TR JR GOLD MINERS E 0.0%
Value ($000) $309 Shares 5,700 Est. Cost $55.44 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $302 Shares 1,124 Est. Cost $179.78 Unrealized +29.1%
VUG VANGUARD GROWTH COM 0.0%
Value ($000) $292 Shares 1,151 Est. Cost $227.63 Unrealized
IYF ISHARES TR U.S. FINLS ETF 0.0%
Value ($000) $275 Shares 4,124 Est. Cost $97.38 Unrealized
BSV VANGUARD S/T BOND INDEX ETF 0.0%
Value ($000) $262 Shares 3,165 Est. Cost $80.33 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.0%
Value ($000) $261 Shares 4,200 Est. Cost $55.41 Unrealized
AEP AMERICAN ELECTRIC POWER CO COM 0.0%
Value ($000) $259 Shares 3,109 Est. Cost $72.53 Unrealized -0.7%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $248 Shares 4,920 Est. Cost $32.91 Unrealized 0.0%
SHYG ISHARES TR 0-5YR HI YL CP 0.0%
Value ($000) $247 Shares 5,433 Est. Cost $41.02 Unrealized
AVB AVALONBAY CMNTYS INC REIT 0.0%
Value ($000) $241 Shares 1,500 Est. Cost $140.26 Unrealized -5.1%
ZBH ZIMMER HLDGS INC COM 0.0%
Value ($000) $239 Shares 1,548 Est. Cost $135.38 Unrealized 0.0%
IYC ISHARES TR U.S. CNSM SV ETF 0.0%
Value ($000) $238 Shares 3,380 Est. Cost $115.24 Unrealized
GIS GENERAL MILLS COM 0.0%
Value ($000) $232 Shares 3,945 Est. Cost $50.43 Unrealized +0.9%
BX BLACKSTONE GROUP INC NPV COM 0.0%
Value ($000) $221 Shares 3,415 Est. Cost $43.55 Unrealized +12.1%
NFG NATIONAL FUEL GAS CO N J COM 0.0%
Value ($000) $206 Shares 5,000 Est. Cost $40.82 Unrealized +1.9%
FIRST TRUST ENERGY INCOME & GROWTH 0.0%
Value ($000) $143 Shares 13,359 Est. Cost $22.34 Unrealized