FIRST MERCHANTS CORP Diversified Active

CIK: 0000712534 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 22, 2021

Total Value ($000): $1,501,136 (100.0% shares, 0.0% debt)

Holdings (245)

BALL BALL CORP COM 21.7%
Value ($000) $325,932 Shares 3,846,259 Est. Cost $62.77 Unrealized +31.1%
AGG BARCLAYS AGGREGATE BOND ETF ISHARES 4.6%
Value ($000) $68,903 Shares 605,317 Est. Cost $113.21 Unrealized
AAPL APPLE COMPUTER INC COM 2.3%
Value ($000) $34,230 Shares 280,223 Est. Cost $89.29 Unrealized +40.1%
FELE FRANKLIN ELECTRIC CO INC COM 2.1%
Value ($000) $31,206 Shares 395,314 Est. Cost $37.19 Unrealized +91.7%
IJR S&P SMALL CAP 600 CORE ETF ISHARES 1.9%
Value ($000) $29,159 Shares 268,680 Est. Cost $78.82 Unrealized
IYW US TECHNOLOGY ISHARES ETF 1.9%
Value ($000) $28,448 Shares 324,378 Est. Cost $112.05 Unrealized
IVW S&P 500 GROWTH ETF I SHARES 1.8%
Value ($000) $27,494 Shares 422,276 Est. Cost $96.33 Unrealized
MSFT MICROSOFT CORPORATION COM 1.6%
Value ($000) $24,700 Shares 104,760 Est. Cost $72.59 Unrealized +207.0%
VGT VANGUARD INFO TECH ETF 1.5%
Value ($000) $22,253 Shares 62,077 Est. Cost $157.71 Unrealized
IJJ S&P MID-CAP 400 VALUE ETF ISHARES 1.2%
Value ($000) $18,723 Shares 183,686 Est. Cost $97.85 Unrealized
IJK S&P MID-CAP 400 GROWTH ETF ISHARES 1.2%
Value ($000) $18,100 Shares 230,963 Est. Cost $89.12 Unrealized
V VISA COM 1.2%
Value ($000) $17,299 Shares 81,703 Est. Cost $127.37 Unrealized +59.5%
LLY LILLY ELI & CO COM 1.1%
Value ($000) $16,513 Shares 88,387 Est. Cost $103.07 Unrealized +80.5%
GOOGL ALPHABET CL A COM 1.1%
Value ($000) $15,914 Shares 7,716 Est. Cost $61.57 Unrealized +59.1%
IVE S&P 500 VALUE ETF ISHARES 1.0%
Value ($000) $15,226 Shares 107,806 Est. Cost $114.07 Unrealized
BIV VANGUARD INTERMEDIATE-TERM 1.0%
Value ($000) $15,080 Shares 169,959 Est. Cost $147.52 Unrealized
SYK STRYKER CORP COM 1.0%
Value ($000) $14,654 Shares 60,161 Est. Cost $114.19 Unrealized +99.5%
LOW LOWE'S COMPANIES INC COM 0.9%
Value ($000) $13,620 Shares 71,621 Est. Cost $69.56 Unrealized +125.7%
VOO VANGUARD I S&P 500 COM 0.8%
Value ($000) $12,673 Shares 34,788 Est. Cost $278.85 Unrealized
GSY INVESCO ULTRA SHORT DURATIONEFT 0.8%
Value ($000) $12,485 Shares 247,386 Est. Cost $50.41 Unrealized
ADP AUTOMATIC DATA PROCESSING COM 0.8%
Value ($000) $12,232 Shares 64,904 Est. Cost $84.66 Unrealized +85.0%
VNQ VANGUARD REIT INDEX ETF 0.8%
Value ($000) $11,698 Shares 127,351 Est. Cost $76.68 Unrealized
PEP PEPSICO INC COM 0.8%
Value ($000) $11,451 Shares 80,953 Est. Cost $85.21 Unrealized +38.4%
ACN ACCENTURE PLC ADR 0.8%
Value ($000) $11,397 Shares 41,258 Est. Cost $95.55 Unrealized +152.6%
ABT ABBOTT LABS COM 0.8%
Value ($000) $11,347 Shares 94,681 Est. Cost $40.36 Unrealized +169.2%
DIS DISNEY WALT COMPANY COM 0.7%
Value ($000) $11,079 Shares 60,042 Est. Cost $112.70 Unrealized +59.9%
XLV HEALTHCARE SECTOR ETF SPDR 0.7%
Value ($000) $10,807 Shares 92,570 Est. Cost $88.71 Unrealized
CMCSA COMCAST CORP CLASS A COM 0.7%
Value ($000) $10,629 Shares 196,433 Est. Cost $33.99 Unrealized +35.8%
XLP CONSUMER STAPLES SECTOR ETF SPDR 0.7%
Value ($000) $10,593 Shares 155,071 Est. Cost $56.72 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.7%
Value ($000) $10,155 Shares 50,104 Est. Cost $176.41 Unrealized -3.8%
MDY S&P 400 MID-CAP ETF SPDR 0.7%
Value ($000) $10,154 Shares 21,330 Est. Cost $210.09 Unrealized
AVGO BROADCOM INC NPV COM 0.7%
Value ($000) $9,898 Shares 21,349 Est. Cost $26.53 Unrealized +57.0%
HD HOME DEPOT INC COM 0.6%
Value ($000) $9,754 Shares 31,956 Est. Cost $170.11 Unrealized +43.7%
CSCO CISCO SYSTEMS COM 0.6%
Value ($000) $9,686 Shares 187,368 Est. Cost $24.71 Unrealized +64.4%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $9,367 Shares 56,992 Est. Cost $85.30 Unrealized +65.0%
TROW T. ROWE PRICE GROUP INC COM 0.6%
Value ($000) $9,278 Shares 54,066 Est. Cost $62.53 Unrealized +110.9%
COST COSTCO COMPANIES INC COM 0.6%
Value ($000) $9,022 Shares 25,596 Est. Cost $160.73 Unrealized +105.2%
JPM J P MORGAN CHASE & CO COM 0.6%
Value ($000) $8,803 Shares 57,827 Est. Cost $69.67 Unrealized +82.7%
AMGN AMGEN INC COM 0.6%
Value ($000) $8,588 Shares 34,519 Est. Cost $160.23 Unrealized +27.7%
UNH UNITEDHEALTH GROUP INC COM 0.6%
Value ($000) $8,549 Shares 22,977 Est. Cost $186.24 Unrealized +71.6%
PG PROCTER & GAMBLE CO COM 0.6%
Value ($000) $8,334 Shares 61,544 Est. Cost $69.25 Unrealized +67.0%
HON HONEYWELL INTL INC COM 0.6%
Value ($000) $8,316 Shares 38,314 Est. Cost $92.76 Unrealized +90.4%
WMT WAL MART STORES INC COM 0.6%
Value ($000) $8,288 Shares 61,017 Est. Cost $25.40 Unrealized +70.5%
IWR RUSSELL MID CAP INDEX ISHARES ETF 0.5%
Value ($000) $8,173 Shares 110,557 Est. Cost $71.68 Unrealized
SPY S&P 500 ETF SPDR 0.5%
Value ($000) $8,074 Shares 20,372 Est. Cost $266.72 Unrealized
AMZN AMAZON INC COM 0.5%
Value ($000) $7,979 Shares 2,579 Est. Cost $121.22 Unrealized +30.8%
PFE PFIZER INC COM 0.5%
Value ($000) $7,792 Shares 215,151 Est. Cost $24.22 Unrealized +15.7%
IWM RUSSELL 2000 INDEX ETF ISHARES 0.5%
Value ($000) $7,744 Shares 35,051 Est. Cost $152.85 Unrealized
BWX INTERNATIONAL TREASURY BOND ETF SPDR 0.5%
Value ($000) $7,336 Shares 251,855 Est. Cost $28.71 Unrealized
IWP RUSSELL MID CAP GROWTH INDEXISHARES ETF 0.5%
Value ($000) $7,322 Shares 71,744 Est. Cost $122.24 Unrealized
XLY CONSUMER DISCRETION SECTOR ETF 0.5%
Value ($000) $7,075 Shares 42,093 Est. Cost $130.89 Unrealized
CTSH COGNIZANT TECHNOLOGY COM 0.5%
Value ($000) $6,883 Shares 88,110 Est. Cost $61.19 Unrealized +17.0%
IJT S&P SMALL CAP 600 GROWTH ETF ISHARES 0.5%
Value ($000) $6,813 Shares 53,134 Est. Cost $115.43 Unrealized
TFC TRUIST FINANCIAL COM 0.5%
Value ($000) $6,805 Shares 116,702 Est. Cost $40.86 Unrealized +6.6%
FRME FIRST MERCHANTS CORP COM 0.5%
Value ($000) $6,787 Shares 145,950 Est. Cost $29.68 Unrealized +22.1%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.4%
Value ($000) $6,589 Shares 90,367 Est. Cost $57.16 Unrealized
APH AMPHENOL CORPORATION COM 0.4%
Value ($000) $6,538 Shares 99,106 Est. Cost $25.74 Unrealized +20.5%
SCHW CHARLES SCHWAB CORP COM 0.4%
Value ($000) $6,490 Shares 99,570 Est. Cost $36.89 Unrealized +54.3%
CB CHUBB LIMITED ADR 0.4%
Value ($000) $6,477 Shares 41,002 Est. Cost $108.59 Unrealized +38.4%
JNK B/B HIGH YIELD BOND SPDR ETF 0.4%
Value ($000) $6,423 Shares 59,032 Est. Cost $108.03 Unrealized
LAM RESEARCH CORP COM 0.4%
Value ($000) $6,331 Shares 10,636 Est. Cost $163.63 Unrealized
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $6,077 Shares 80,372 Est. Cost $57.95 Unrealized +18.7%
NTRS NORTHERN TR CORP COM 0.4%
Value ($000) $6,066 Shares 57,709 Est. Cost $54.24 Unrealized +55.7%
RTX RAYTHEON TECHNOLOGIES COM 0.4%
Value ($000) $6,059 Shares 78,418 Est. Cost $54.58 Unrealized +19.5%
AMP AMERIPRISE FINANCIAL COM 0.4%
Value ($000) $6,044 Shares 26,005 Est. Cost $91.87 Unrealized +118.6%
OMC OMNICOM GROUP INC COM 0.4%
Value ($000) $6,026 Shares 81,273 Est. Cost $52.56 Unrealized +10.6%
BLACKROCK INC COM 0.4%
Value ($000) $6,003 Shares 7,963 Est. Cost $456.01 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $5,953 Shares 102,370 Est. Cost $31.48 Unrealized +34.2%
CVX CHEVRON CORP COM 0.4%
Value ($000) $5,878 Shares 56,096 Est. Cost $77.75 Unrealized +2.3%
VFC VF CORP COM 0.4%
Value ($000) $5,833 Shares 72,993 Est. Cost $60.39 Unrealized +34.4%
IJS S&P SMALL CAP 600 VALUE ETF ISHARES 0.4%
Value ($000) $5,801 Shares 57,578 Est. Cost $95.04 Unrealized
VB VANGUARD SMALL-CAP ETF 0.4%
Value ($000) $5,469 Shares 25,548 Est. Cost $142.73 Unrealized
CMI CUMMINS INC COM 0.4%
Value ($000) $5,277 Shares 20,366 Est. Cost $128.71 Unrealized +72.4%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $5,208 Shares 27,561 Est. Cost $138.94 Unrealized +8.9%
EEM MSCI EMERGING MARKET INDEX ETF ISHARES 0.3%
Value ($000) $5,178 Shares 97,073 Est. Cost $40.92 Unrealized
INTC INTEL CORP COM 0.3%
Value ($000) $5,174 Shares 80,841 Est. Cost $30.99 Unrealized +74.5%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $5,111 Shares 46,776 Est. Cost $59.11 Unrealized +59.1%
XLB MATERIALS SECTOR ETF SPDR 0.3%
Value ($000) $5,108 Shares 64,838 Est. Cost $56.92 Unrealized
VO VANGUARD MID-CAP INDEX ETF 0.3%
Value ($000) $5,045 Shares 22,791 Est. Cost $151.05 Unrealized
DHR DANAHER CORP COM 0.3%
Value ($000) $4,912 Shares 21,822 Est. Cost $71.02 Unrealized +179.8%
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value ($000) $4,707 Shares 56,284 Est. Cost $67.51 Unrealized +25.2%
VYM VANGUARD W HIGH DIV YIELD ETF 0.3%
Value ($000) $4,689 Shares 46,389 Est. Cost $88.39 Unrealized
HRL HORMEL FOODS CORP COM 0.3%
Value ($000) $4,583 Shares 95,952 Est. Cost $29.20 Unrealized +40.4%
TJX TJX COS INC NEW COM 0.3%
Value ($000) $4,555 Shares 68,855 Est. Cost $42.83 Unrealized +45.4%
MCHP MICROCHIP TECHNOLOGY COM 0.3%
Value ($000) $4,466 Shares 28,776 Est. Cost $24.93 Unrealized +170.8%
EMB JPM EMERGING MARKETS ISHARES 0.3%
Value ($000) $4,455 Shares 40,917 Est. Cost $112.77 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $4,443 Shares 12,024 Est. Cost $316.27 Unrealized -5.2%
BRK/B BERKSHIRE HATHAWAY CL B COM 0.3%
Value ($000) $4,383 Shares 17,157 Est. Cost $196.82 Unrealized +23.4%
CNI CANADIAN NATIONAL RAILWAY ADR 0.3%
Value ($000) $4,381 Shares 37,770 Est. Cost $69.64 Unrealized +45.1%
MDT MEDTRONIC INCORPORATED ADR 0.3%
Value ($000) $4,334 Shares 36,694 Est. Cost $63.48 Unrealized +60.2%
BDX BECTON DICKINSON & CO COM 0.3%
Value ($000) $4,321 Shares 17,772 Est. Cost $120.05 Unrealized +87.9%
UNP UNION PAC CORP COM 0.3%
Value ($000) $4,316 Shares 19,581 Est. Cost $95.71 Unrealized +96.5%
SCHR CHARLES SCHWAB INTERMEDIATE 0.3%
Value ($000) $4,232 Shares 75,031 Est. Cost $55.56 Unrealized
CAT CATERPILLAR INC. COM 0.3%
Value ($000) $4,202 Shares 18,122 Est. Cost $96.17 Unrealized +96.6%
LINDE PLC COM 0.3%
Value ($000) $4,125 Shares 14,724 Est. Cost $197.33 Unrealized
ORLY O'REILLY AUTOMOTIVE INC COM 0.3%
Value ($000) $4,093 Shares 8,069 Est. Cost $21.07 Unrealized +47.0%
GGG GRACO INC COM 0.3%
Value ($000) $3,996 Shares 55,800 Est. Cost $39.80 Unrealized +67.6%
CTVA CORTEVA INC COM 0.3%
Value ($000) $3,981 Shares 85,397 Est. Cost $25.51 Unrealized +64.3%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $3,891 Shares 17,362 Est. Cost $166.79 Unrealized +14.7%
NWL NEWELL RUBBERMAID INC COM 0.3%
Value ($000) $3,883 Shares 145,036 Est. Cost $13.14 Unrealized +52.3%
XLC COMM SERVICES SPDR 0.3%
Value ($000) $3,805 Shares 51,904 Est. Cost $51.72 Unrealized
T AT&T INC COM 0.2%
Value ($000) $3,677 Shares 121,453 Est. Cost $14.49 Unrealized +11.4%
XLF FINANCIAL SECTOR ETF SPDR 0.2%
Value ($000) $3,611 Shares 106,083 Est. Cost $27.99 Unrealized
KMB KIMBERLY CLARK CORP COM 0.2%
Value ($000) $3,511 Shares 25,255 Est. Cost $83.06 Unrealized +33.5%
RSP INVESCO S&P 5OO EQ WEIGHT ETF 0.2%
Value ($000) $3,476 Shares 24,543 Est. Cost $101.89 Unrealized
FOXA FOX COM 0.2%
Value ($000) $3,471 Shares 96,112 Est. Cost $29.35 Unrealized +11.9%
ROP ROPER INDS INC NEW COM 0.2%
Value ($000) $3,460 Shares 8,579 Est. Cost $355.42 Unrealized +9.7%
XLRE REAL ESTATE SELECT SEC ETF 0.2%
Value ($000) $3,323 Shares 84,175 Est. Cost $36.36 Unrealized
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $3,204 Shares 27,720 Est. Cost $68.90 Unrealized +35.1%
LNT ALLIANT CORP COM 0.2%
Value ($000) $3,203 Shares 59,164 Est. Cost $27.22 Unrealized +56.3%
XLU UTILITIES SECTOR ETF 0.2%
Value ($000) $3,105 Shares 48,480 Est. Cost $64.13 Unrealized
CERNER CORP COM 0.2%
Value ($000) $3,066 Shares 42,656 Est. Cost $62.54 Unrealized
ALC ALCON INC COM 0.2%
Value ($000) $3,042 Shares 43,352 Est. Cost $66.20 Unrealized +5.4%
SNBR SLEEP NUMBER CORP COM 0.2%
Value ($000) $2,776 Shares 19,349 Est. Cost $42.82 Unrealized +180.3%
SJM THE J.M. SMUCKER COMPANY COM 0.2%
Value ($000) $2,750 Shares 21,734 Est. Cost $78.62 Unrealized +27.8%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $2,715 Shares 30,094 Est. Cost $49.84 Unrealized +56.1%
GLW CORNING INC COM 0.2%
Value ($000) $2,688 Shares 61,800 Est. Cost $18.90 Unrealized +77.7%
TRV TRAVELERS INC COM 0.2%
Value ($000) $2,609 Shares 17,347 Est. Cost $98.94 Unrealized +34.6%
IWD RUSSELL 1000 VALUE ETF ISHARES 0.2%
Value ($000) $2,586 Shares 17,062 Est. Cost $103.71 Unrealized
CVS CVS CORPORATION DELAWARE COM 0.2%
Value ($000) $2,569 Shares 34,148 Est. Cost $58.15 Unrealized +7.1%
ORCL ORACLE CORP COM 0.2%
Value ($000) $2,537 Shares 36,148 Est. Cost $33.65 Unrealized +80.1%
GOOG ALPHABET INC CL C COM 0.2%
Value ($000) $2,486 Shares 1,202 Est. Cost $61.65 Unrealized +59.7%
MMM 3M COMPANY COM 0.2%
Value ($000) $2,422 Shares 12,570 Est. Cost $95.84 Unrealized +30.5%
VLO VALERO ENERGY NEW COM 0.2%
Value ($000) $2,418 Shares 33,772 Est. Cost $54.76 Unrealized +4.4%
XILINX INC COM 0.2%
Value ($000) $2,360 Shares 19,051 Est. Cost $71.35 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INCCOM 0.2%
Value ($000) $2,353 Shares 13,779 Est. Cost $73.88 Unrealized +124.6%
OMCL OMNICELL INC COM 0.2%
Value ($000) $2,350 Shares 18,095 Est. Cost $73.39 Unrealized +74.8%
JKHY JACK HENRY & ASSOCIATES COM 0.2%
Value ($000) $2,315 Shares 15,255 Est. Cost $52.96 Unrealized +171.0%
BAX BAXTER INTERNATIONAL INC COM 0.2%
Value ($000) $2,309 Shares 27,372 Est. Cost $44.19 Unrealized +61.7%
AMT AMERICAN TOWER CORP REIT 0.2%
Value ($000) $2,301 Shares 9,626 Est. Cost $189.58 Unrealized +1.4%
NVDA NVIDIA CORP COM 0.2%
Value ($000) $2,294 Shares 4,297 Est. Cost $2.49 Unrealized +438.7%
USB US BANCORP DEL COM 0.2%
Value ($000) $2,265 Shares 40,951 Est. Cost $29.89 Unrealized +34.9%
ABBV ABBVIE INC COM 0.1%
Value ($000) $2,159 Shares 19,949 Est. Cost $41.34 Unrealized +115.1%
META FACEBOOK INC COM 0.1%
Value ($000) $2,125 Shares 7,215 Est. Cost $245.69 Unrealized +8.8%
MKTX MARKETTAXESS HOLDINGS INC COM 0.1%
Value ($000) $2,015 Shares 4,046 Est. Cost $335.01 Unrealized +50.2%
XLE ENERGY SECTOR ETF SPDR 0.1%
Value ($000) $2,002 Shares 40,808 Est. Cost $55.54 Unrealized
MASI MASIMO CORP COM 0.1%
Value ($000) $1,995 Shares 8,688 Est. Cost $151.90 Unrealized +65.4%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $1,989 Shares 35,628 Est. Cost $54.05 Unrealized -19.9%
CRL CHARLES RIV LABS INTL INC COM 0.1%
Value ($000) $1,984 Shares 6,847 Est. Cost $146.26 Unrealized +90.0%
BMY BRISTOL-MYERS SQUIBB COM 0.1%
Value ($000) $1,974 Shares 31,266 Est. Cost $51.03 Unrealized 0.0%
POOL POOL CORPORATION COM 0.1%
Value ($000) $1,918 Shares 5,557 Est. Cost $179.51 Unrealized +83.1%
BRO BROWN & BROWN INC COM 0.1%
Value ($000) $1,881 Shares 41,160 Est. Cost $20.15 Unrealized +120.5%
ADBE ADOBE SYSTEMS INC COM 0.1%
Value ($000) $1,849 Shares 3,890 Est. Cost $386.18 Unrealized +21.0%
EOG EOG RESOURCES INC COM 0.1%
Value ($000) $1,839 Shares 25,359 Est. Cost $48.68 Unrealized +3.6%
XLI INDUSTRIAL SECTOR ETF SPDR 0.1%
Value ($000) $1,781 Shares 18,092 Est. Cost $81.34 Unrealized
SCHO SCHWAB STRATEGIC S/T US TREASURY ETF 0.1%
Value ($000) $1,752 Shares 34,148 Est. Cost $51.70 Unrealized
IVV S&P 500 INDEX I SHARES 0.1%
Value ($000) $1,676 Shares 4,213 Est. Cost $278.91 Unrealized
COR AMERISOURCE-BERGEN CORP COM 0.1%
Value ($000) $1,656 Shares 14,029 Est. Cost $60.92 Unrealized +61.4%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,640 Shares 20,801 Est. Cost $53.29 Unrealized +31.3%
TTC TORO CO COM 0.1%
Value ($000) $1,554 Shares 15,069 Est. Cost $71.45 Unrealized +39.9%
VEU VANGUARD FTSE ALL WRLD EX US ETF 0.1%
Value ($000) $1,535 Shares 25,292 Est. Cost $47.90 Unrealized
IBB NASDAQ BIOTECH INDEX ETF 0.1%
Value ($000) $1,529 Shares 10,160 Est. Cost $135.62 Unrealized
XLK TECHNOLOGY SELECT SECTOR ETF SPDR 0.1%
Value ($000) $1,525 Shares 11,482 Est. Cost $36.06 Unrealized
AWK AMERICAN WATER CO INC COM 0.1%
Value ($000) $1,514 Shares 10,101 Est. Cost $114.00 Unrealized +20.8%
MDU MDU RES GROUP INC COM 0.1%
Value ($000) $1,507 Shares 47,700 Est. Cost $6.96 Unrealized +36.0%
CASY CASEY'S GENERAL STORE COM 0.1%
Value ($000) $1,469 Shares 6,795 Est. Cost $125.83 Unrealized +54.2%
VV VANGUARD I LARGE CAP ETF 0.1%
Value ($000) $1,408 Shares 7,597 Est. Cost $118.03 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $1,404 Shares 17,224 Est. Cost $64.61 Unrealized +0.5%
O REALTY INCOME CORP REIT 0.1%
Value ($000) $1,397 Shares 22,001 Est. Cost $45.42 Unrealized +1.8%
NUE NUCOR CORP COM 0.1%
Value ($000) $1,372 Shares 17,098 Est. Cost $44.27 Unrealized +26.7%
BANF BANKFIRST CORP OKLA COM 0.1%
Value ($000) $1,269 Shares 17,957 Est. Cost $47.65 Unrealized +26.8%
KO COCA COLA CO COM 0.1%
Value ($000) $1,257 Shares 23,858 Est. Cost $34.57 Unrealized +25.5%
NKE NIKE INC CL B COM 0.1%
Value ($000) $1,251 Shares 9,413 Est. Cost $74.31 Unrealized +74.3%
PYPL PAYPAL HOLDINGS COM 0.1%
Value ($000) $1,244 Shares 5,124 Est. Cost $199.29 Unrealized +26.4%
WFC WELLS FARGO & CO COM 0.1%
Value ($000) $1,213 Shares 31,067 Est. Cost $35.18 Unrealized -10.1%
SYY SYSCO CORP COM 0.1%
Value ($000) $1,145 Shares 14,543 Est. Cost $24.40 Unrealized +178.9%
LZB LA-Z BOY INC COM 0.1%
Value ($000) $1,141 Shares 26,862 Est. Cost $31.97 Unrealized +31.0%
ECL ECOLAB INC COM 0.1%
Value ($000) $1,085 Shares 5,071 Est. Cost $78.94 Unrealized +155.3%
DLR DIGITAL REALTY TRUST REIT 0.1%
Value ($000) $1,052 Shares 7,468 Est. Cost $121.95 Unrealized -4.5%
IJH S&P MID CAP 400 ETF ISHARES 0.1%
Value ($000) $1,051 Shares 4,037 Est. Cost $178.89 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $980 Shares 19,157 Est. Cost $35.32 Unrealized +21.4%
ARE ALEXANDRIA RE EQUITIES INC COM 0.1%
Value ($000) $946 Shares 5,754 Est. Cost $134.39 Unrealized +0.9%
D DOMINION RESOURCES INC NEW COM 0.1%
Value ($000) $941 Shares 12,392 Est. Cost $55.53 Unrealized +5.3%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $902 Shares 17,023 Est. Cost $39.11 Unrealized +5.8%
CWB BARCLAYS CONVERITIBLE SEC ETF SPDR 0.1%
Value ($000) $888 Shares 10,650 Est. Cost $69.75 Unrealized
EA ELECTRONIC ARTS INC COM 0.1%
Value ($000) $887 Shares 6,555 Est. Cost $118.77 Unrealized +13.6%
NFLX NETFLIX INC COM 0.1%
Value ($000) $887 Shares 1,700 Est. Cost $10.52 Unrealized +404.1%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $876 Shares 9,866 Est. Cost $61.03 Unrealized +9.5%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $866 Shares 16,939 Est. Cost $28.56 Unrealized +6.5%
EYE NATIONAL VISION HLDGS INC COM 0.1%
Value ($000) $864 Shares 19,726 Est. Cost $29.13 Unrealized +63.6%
MDLZ MONDELEZ INTL INC COM 0.1%
Value ($000) $853 Shares 14,572 Est. Cost $48.60 Unrealized +2.4%
UPS UNITED PARCEL SERVICE COM 0.1%
Value ($000) $851 Shares 5,006 Est. Cost $78.52 Unrealized +68.1%
VXF VANGUARD I EXTENDED MARKET ETF 0.1%
Value ($000) $847 Shares 4,786 Est. Cost $111.11 Unrealized
DVY DOW JONES SELECT DIVIDEND ETF I SHARES 0.1%
Value ($000) $800 Shares 7,012 Est. Cost $89.28 Unrealized
IDV ISHARES TR INTL SEL DIV ETF 0.1%
Value ($000) $783 Shares 24,869 Est. Cost $30.43 Unrealized
IEMG MSCI EMERGING MKTS CORE ISHARES 0.0%
Value ($000) $738 Shares 11,465 Est. Cost $64.37 Unrealized
UNILEVER ADR 0.0%
Value ($000) $729 Shares 13,060 Est. Cost $53.96 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $713 Shares 9,256 Est. Cost $57.40 Unrealized +9.9%
PNC PNC BK CORP COM 0.0%
Value ($000) $693 Shares 3,951 Est. Cost $138.54 Unrealized 0.0%
PFF ISHARES PREFERRED & INC ETF 0.0%
Value ($000) $670 Shares 17,447 Est. Cost $37.46 Unrealized
DGRO LC CORE DVD GROWTH 0.0%
Value ($000) $667 Shares 13,825 Est. Cost $39.78 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $627 Shares 1,746 Est. Cost $225.81 Unrealized +33.2%
IYZ US TELECOMM ISHARES ETF 0.0%
Value ($000) $626 Shares 19,359 Est. Cost $29.03 Unrealized
TSLA TESLA MOTORS INC COM 0.0%
Value ($000) $614 Shares 920 Est. Cost $91.25 Unrealized +175.1%
PGX INVESCO EX PFD EFT 0.0%
Value ($000) $600 Shares 40,000 Est. Cost $14.72 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $593 Shares 8,390 Est. Cost $32.86 Unrealized +54.2%
IYH ISHARES TR US HLTHCARE ETF 0.0%
Value ($000) $592 Shares 2,344 Est. Cost $190.20 Unrealized
WM WASTE MANAGEMENT INC COM 0.0%
Value ($000) $585 Shares 4,537 Est. Cost $104.86 Unrealized +3.2%
DUKE REALTY CORP COM 0.0%
Value ($000) $568 Shares 13,536 Est. Cost $37.34 Unrealized
CFR CULLEN FROST BANKERS COM 0.0%
Value ($000) $567 Shares 5,213 Est. Cost $74.24 Unrealized +20.3%
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $548 Shares 2,209 Est. Cost $142.38 Unrealized +52.1%
IWC ISHARES TR MICRO-CAP ETF 0.0%
Value ($000) $544 Shares 3,699 Est. Cost $88.15 Unrealized
BND VANGUARD TOTAL BOND MKT INDXETF 0.0%
Value ($000) $508 Shares 6,000 Est. Cost $81.56 Unrealized
IWO RUSSELL 200 GROWTH ETF 0.0%
Value ($000) $489 Shares 1,625 Est. Cost $192.62 Unrealized
VCIT VANGUARD INTER-TERM CORP 0.0%
Value ($000) $485 Shares 5,216 Est. Cost $95.51 Unrealized
EQIX EQUINIX INC REIT 0.0%
Value ($000) $470 Shares 691 Est. Cost $660.86 Unrealized -5.5%
EFA MSCI EAFE ETF ISHARES 0.0%
Value ($000) $441 Shares 5,819 Est. Cost $64.72 Unrealized
CLX CLOROX CO COM 0.0%
Value ($000) $439 Shares 2,274 Est. Cost $155.28 Unrealized +6.3%
IBM INTL BUSINESS MACHINES CORP COM 0.0%
Value ($000) $436 Shares 3,274 Est. Cost $93.86 Unrealized +4.5%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.0%
Value ($000) $434 Shares 950 Est. Cost $214.76 Unrealized +119.4%
ANSYS, INC. COM 0.0%
Value ($000) $426 Shares 1,254 Est. Cost $339.71 Unrealized
HDV I SHARES DOMESTIC EQUITY ETF 0.0%
Value ($000) $423 Shares 4,463 Est. Cost $80.44 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $422 Shares 1,129 Est. Cost $179.78 Unrealized +71.0%
CINF CINCINNATI FINANC CORP OHIO COM 0.0%
Value ($000) $412 Shares 4,000 Est. Cost $61.34 Unrealized +38.3%
SNA SNAP ON INC COM 0.0%
Value ($000) $408 Shares 1,768 Est. Cost $129.86 Unrealized +33.8%
PSA PUBLIC STORAGE INC. CLASS A REIT 0.0%
Value ($000) $400 Shares 1,620 Est. Cost $170.80 Unrealized +10.2%
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $382 Shares 14,179 Est. Cost $40.38 Unrealized -31.6%
ITW ILLINOIS TOOL WORKS INC COM 0.0%
Value ($000) $363 Shares 1,639 Est. Cost $130.19 Unrealized +42.1%
CME CME GROUP COM 0.0%
Value ($000) $360 Shares 1,762 Est. Cost $101.88 Unrealized +60.1%
IYJ ISHARES TR US INDUSTRIALS 0.0%
Value ($000) $338 Shares 3,195 Est. Cost $129.28 Unrealized
DEO DIAGEO PLC SPONSORED ADR 0.0%
Value ($000) $333 Shares 2,026 Est. Cost $132.45 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $325 Shares 922 Est. Cost $319.59 Unrealized 0.0%
GDX VANECK VECTORS ETF TR GOLD MINERS ETF 0.0%
Value ($000) $312 Shares 9,600 Est. Cost $39.17 Unrealized
IYF ISHARES TR U.S. FINLS ETF 0.0%
Value ($000) $309 Shares 4,124 Est. Cost $97.38 Unrealized
VUG VANGUARD GROWTH COM 0.0%
Value ($000) $296 Shares 1,151 Est. Cost $227.63 Unrealized
RSG REPUBLIC SERVICES INC COM 0.0%
Value ($000) $294 Shares 2,955 Est. Cost $63.45 Unrealized +38.5%
IYK ISHARES TR U.S. CNSM GD ETF 0.0%
Value ($000) $292 Shares 1,652 Est. Cost $127.61 Unrealized
CRM SALESFORCE.COM COM 0.0%
Value ($000) $281 Shares 1,324 Est. Cost $219.95 Unrealized 0.0%
FDX FEDEX CORPORATION COM 0.0%
Value ($000) $279 Shares 984 Est. Cost $182.03 Unrealized +28.7%
AVB AVALONBAY CMNTYS INC REIT 0.0%
Value ($000) $278 Shares 1,505 Est. Cost $140.26 Unrealized +5.4%
CCL CARNIVAL CORP COM 0.0%
Value ($000) $277 Shares 10,440 Est. Cost $37.65 Unrealized -37.3%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $258 Shares 3,019 Est. Cost $86.13 Unrealized
GDXJ VANECK VECTORS ETF TR JR GOLD MINERS E 0.0%
Value ($000) $257 Shares 5,700 Est. Cost $55.44 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.0%
Value ($000) $257 Shares 4,200 Est. Cost $55.41 Unrealized
BX BLACKSTONE GROUP INC NPV COM 0.0%
Value ($000) $255 Shares 3,415 Est. Cost $43.55 Unrealized +34.6%
ZBH ZIMMER HLDGS INC COM 0.0%
Value ($000) $248 Shares 1,548 Est. Cost $135.38 Unrealized +9.8%
GABELLI DIVIDEND & INCOME 0.0%
Value ($000) $240 Shares 10,000 Est. Cost $24.00 Unrealized
IYC ISHARES TR U.S. CNSM SV ETF 0.0%
Value ($000) $238 Shares 3,179 Est. Cost $115.24 Unrealized
PLD PROLOGIS INC REIT 0.0%
Value ($000) $222 Shares 2,090 Est. Cost $88.68 Unrealized 0.0%
BAC BANK OF AMERICA CORP COM 0.0%
Value ($000) $217 Shares 5,608 Est. Cost $30.64 Unrealized 0.0%
IWF RUSSELL 1000 GROWTH ETF ISHARES 0.0%
Value ($000) $216 Shares 890 Est. Cost $242.70 Unrealized
GIS GENERAL MILLS COM 0.0%
Value ($000) $214 Shares 3,493 Est. Cost $50.43 Unrealized -2.9%
CANADIAN PAC RY LTD ADR 0.0%
Value ($000) $213 Shares 562 Est. Cost $379.00 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $202 Shares 795 Est. Cost $222.27 Unrealized 0.0%
AEP AMERICAN ELECTRIC POWER CO COM 0.0%
Value ($000) $202 Shares 2,390 Est. Cost $72.53 Unrealized -7.0%