FIRST MERCHANTS CORP Diversified Active

CIK: 0000712534 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 25, 2024

Total Value ($000): $1,329,878 (100.0% shares, 0.0% debt)

Holdings (215)

AGG BARCLAYS AGGREGATE BOND ETF ISHARES 4.3%
Value ($000) $57,150 Shares 583,517 Est. Cost $106.62 Unrealized
MSFT MICROSOFT CORP COM 3.3%
Value ($000) $44,376 Shares 105,480 Est. Cost $99.10 Unrealized +302.9%
AAPL APPLE INC COM 3.0%
Value ($000) $40,281 Shares 234,901 Est. Cost $94.35 Unrealized +91.0%
LLY LILLY ELI & CO COM 3.0%
Value ($000) $40,164 Shares 51,627 Est. Cost $119.43 Unrealized +488.2%
IJR S&P SMALL CAP 600 CORE ETF ISHARES 2.5%
Value ($000) $33,033 Shares 298,886 Est. Cost $83.78 Unrealized
GOOGL ALPHABET CL A COM 2.3%
Value ($000) $30,434 Shares 201,644 Est. Cost $109.96 Unrealized +29.1%
AVGO BROADCOM INC NPV COM 2.2%
Value ($000) $29,205 Shares 22,035 Est. Cost $27.88 Unrealized +334.7%
IYW US TECHNOLOGY ISHARES ETF 2.1%
Value ($000) $28,471 Shares 210,805 Est. Cost $105.23 Unrealized
IVW S&P 500 GROWTH ETF I SHARES 2.0%
Value ($000) $26,573 Shares 314,702 Est. Cost $90.50 Unrealized
VGT VANGUARD INFO TECH ETF 2.0%
Value ($000) $26,387 Shares 50,325 Est. Cost $165.06 Unrealized
SYK STRYKER CORP COM 1.7%
Value ($000) $22,062 Shares 61,649 Est. Cost $130.12 Unrealized +153.9%
VOO VANGUARD I S&P 500 COM 1.6%
Value ($000) $20,920 Shares 43,520 Est. Cost $309.18 Unrealized
AMZN AMAZON INC COM 1.6%
Value ($000) $20,804 Shares 115,333 Est. Cost $127.54 Unrealized +30.9%
GSY INVESCO ULTRA SHORT DURATIONEFT 1.5%
Value ($000) $20,313 Shares 407,245 Est. Cost $50.05 Unrealized
V VISA COM 1.5%
Value ($000) $19,718 Shares 70,657 Est. Cost $135.08 Unrealized +101.6%
COST COSTCO WHOLESALE CORP COM 1.4%
Value ($000) $18,192 Shares 24,831 Est. Cost $182.57 Unrealized +287.1%
LOW LOWE'S COMPANIES INC COM 1.3%
Value ($000) $17,488 Shares 68,653 Est. Cost $77.73 Unrealized +185.7%
UNH UNITEDHEALTH GROUP INC COM 1.3%
Value ($000) $17,484 Shares 35,343 Est. Cost $294.57 Unrealized +66.0%
LAM RESEARCH CORP COM 1.3%
Value ($000) $17,332 Shares 17,839 Est. Cost $307.70 Unrealized
IVE S&P 500 VALUE ETF ISHARES 1.3%
Value ($000) $17,099 Shares 91,530 Est. Cost $117.65 Unrealized
NVDA NVIDIA CORP COM 1.3%
Value ($000) $16,755 Shares 18,543 Est. Cost $23.06 Unrealized +214.2%
ACN ACCENTURE PLC ADR 1.2%
Value ($000) $16,291 Shares 47,004 Est. Cost $130.96 Unrealized +170.9%
PEP PEPSICO INC COM 1.2%
Value ($000) $15,788 Shares 90,212 Est. Cost $128.24 Unrealized +22.6%
APH AMPHENOL CORPORATION COM 1.1%
Value ($000) $15,128 Shares 131,150 Est. Cost $29.14 Unrealized +77.0%
IJJ S&P MID-CAP 400 VALUE ETF ISHARES 1.1%
Value ($000) $14,970 Shares 126,550 Est. Cost $97.85 Unrealized
IJK S&P MID-CAP 400 GROWTH ETF ISHARES 1.0%
Value ($000) $13,934 Shares 152,703 Est. Cost $89.12 Unrealized
BIV VANGUARD INTERMEDIATE-TERM 1.0%
Value ($000) $13,200 Shares 175,072 Est. Cost $123.74 Unrealized
ADP AUTOMATIC DATA PROCESSING COM 1.0%
Value ($000) $12,874 Shares 51,550 Est. Cost $84.66 Unrealized +176.7%
BRK/B BERKSHIRE HATHAWAY CL B COM 0.9%
Value ($000) $12,425 Shares 29,548 Est. Cost $251.61 Unrealized +56.3%
CB CHUBB LIMITED ADR 0.9%
Value ($000) $12,360 Shares 47,697 Est. Cost $122.56 Unrealized +96.8%
JNJ JOHNSON & JOHNSON COM 0.9%
Value ($000) $12,351 Shares 78,081 Est. Cost $107.98 Unrealized +39.1%
JPM JPMORGAN CHASE & CO COM 0.9%
Value ($000) $12,247 Shares 61,142 Est. Cost $84.26 Unrealized +106.0%
WMT WAL MART STORES INC COM 0.9%
Value ($000) $11,903 Shares 197,834 Est. Cost $48.99 Unrealized +14.4%
TJX TJX COS INC NEW COM 0.9%
Value ($000) $11,485 Shares 113,243 Est. Cost $51.78 Unrealized +82.7%
HD HOME DEPOT INC COM 0.8%
Value ($000) $11,201 Shares 29,200 Est. Cost $187.55 Unrealized +85.8%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.8%
Value ($000) $11,167 Shares 138,501 Est. Cost $62.96 Unrealized
DHR DANAHER CORP COM 0.8%
Value ($000) $11,084 Shares 44,385 Est. Cost $161.66 Unrealized +49.4%
PG PROCTER & GAMBLE CO COM 0.8%
Value ($000) $10,943 Shares 67,449 Est. Cost $82.11 Unrealized +82.5%
SPY S&P 500 ETF SPDR 0.8%
Value ($000) $10,358 Shares 19,803 Est. Cost $298.04 Unrealized
MDY S&P 400 MID-CAP ETF SPDR 0.8%
Value ($000) $10,250 Shares 18,422 Est. Cost $212.94 Unrealized
XLV HEALTHCARE SECTOR ETF SPDR 0.8%
Value ($000) $10,223 Shares 69,203 Est. Cost $94.87 Unrealized
BLACKROCK INC COM 0.8%
Value ($000) $10,148 Shares 12,172 Est. Cost $552.94 Unrealized
SCHW CHARLES SCHWAB CORP COM 0.7%
Value ($000) $9,782 Shares 135,223 Est. Cost $46.65 Unrealized +37.8%
CMCSA COMCAST CORP CLASS A COM 0.7%
Value ($000) $9,754 Shares 225,059 Est. Cost $35.78 Unrealized +13.5%
MCHP MICROCHIP TECHNOLOGY COM 0.7%
Value ($000) $9,723 Shares 108,388 Est. Cost $59.23 Unrealized +38.3%
LIN LINDE PLC COM 0.7%
Value ($000) $9,675 Shares 20,838 Est. Cost $331.69 Unrealized +27.3%
BSV VANGUARD S/T BOND INDEX ETF 0.7%
Value ($000) $9,441 Shares 123,144 Est. Cost $75.61 Unrealized
NOW SERVICE NOW INC COM 0.7%
Value ($000) $9,116 Shares 11,957 Est. Cost $100.38 Unrealized +50.9%
CVX CHEVRON CORP COM 0.6%
Value ($000) $8,361 Shares 53,004 Est. Cost $85.67 Unrealized +62.3%
EOG EOG RESOURCES INC COM 0.6%
Value ($000) $8,326 Shares 65,131 Est. Cost $86.48 Unrealized +27.6%
XLK TECHNOLOGY SELECT SECTOR ETF SPDR 0.6%
Value ($000) $7,876 Shares 37,815 Est. Cost $120.76 Unrealized
ABT ABBOTT LABS COM 0.6%
Value ($000) $7,852 Shares 69,086 Est. Cost $43.49 Unrealized +154.7%
XLP CONSUMER STAPLES SECTOR ETF SPDR 0.6%
Value ($000) $7,848 Shares 102,778 Est. Cost $58.09 Unrealized
ORLY O'REILLY AUTOMOTIVE INC COM 0.6%
Value ($000) $7,549 Shares 6,687 Est. Cost $26.61 Unrealized +162.8%
IWR RUSSELL MID CAP INDEX ISHARES ETF 0.6%
Value ($000) $7,485 Shares 89,010 Est. Cost $71.60 Unrealized
GGG GRACO INC COM 0.6%
Value ($000) $7,361 Shares 78,759 Est. Cost $49.26 Unrealized +75.1%
LHX L3HARRIS TECHNOLOGIES INC COM 0.6%
Value ($000) $7,345 Shares 34,466 Est. Cost $176.41 Unrealized +14.7%
LMT LOCKHEED MARTIN CORP COM 0.5%
Value ($000) $7,219 Shares 15,871 Est. Cost $365.77 Unrealized +13.7%
IWP RUSSELL MID CAP GROWTH INDEXISHARES ETF 0.5%
Value ($000) $7,160 Shares 62,730 Est. Cost $116.54 Unrealized
ADBE ADOBE SYSTEMS INC COM 0.5%
Value ($000) $7,154 Shares 14,178 Est. Cost $465.14 Unrealized +23.2%
EW EDWARDS LIFESCIENCES CORP COM 0.5%
Value ($000) $7,059 Shares 73,871 Est. Cost $73.52 Unrealized +14.3%
SLB SCHLUMBERGER LTD COM 0.5%
Value ($000) $6,820 Shares 124,433 Est. Cost $45.40 Unrealized +5.3%
COP CONOCOPHILLIPS COM 0.5%
Value ($000) $6,651 Shares 52,259 Est. Cost $77.63 Unrealized +38.7%
FTNT FORTINET INC COM 0.5%
Value ($000) $6,603 Shares 96,669 Est. Cost $67.61 Unrealized -1.5%
HON HONEYWELL INTL INC COM 0.5%
Value ($000) $6,530 Shares 31,816 Est. Cost $98.64 Unrealized +83.3%
AMP AMERIPRISE FINANCIAL COM 0.5%
Value ($000) $6,477 Shares 14,772 Est. Cost $91.87 Unrealized +325.3%
TXN TEXAS INSTRS INC COM 0.5%
Value ($000) $6,449 Shares 37,018 Est. Cost $146.87 Unrealized +7.5%
IEFA ISHARES TR CORE MSCI EAFE 0.5%
Value ($000) $6,328 Shares 85,265 Est. Cost $73.74 Unrealized
MCD MCDONALDS CORP COM 0.5%
Value ($000) $6,320 Shares 22,416 Est. Cost $216.62 Unrealized +28.3%
BNDX VANGUARD TOTAL INTL BD IDX ETF 0.5%
Value ($000) $6,252 Shares 127,134 Est. Cost $53.08 Unrealized
CAT CATERPILLAR INC. COM 0.5%
Value ($000) $6,208 Shares 16,942 Est. Cost $102.78 Unrealized +202.6%
CMI CUMMINS INC COM 0.5%
Value ($000) $6,202 Shares 21,050 Est. Cost $133.11 Unrealized +86.0%
CSCO CISCO SYSTEMS COM 0.5%
Value ($000) $6,177 Shares 123,792 Est. Cost $24.71 Unrealized +91.1%
CPRT COPART INC COM 0.5%
Value ($000) $6,038 Shares 104,253 Est. Cost $41.04 Unrealized +25.3%
XLY CONSUMER DISCRETION SECTOR ETF 0.5%
Value ($000) $5,999 Shares 32,622 Est. Cost $139.75 Unrealized
XLB MATERIALS SECTOR ETF SPDR 0.5%
Value ($000) $5,996 Shares 64,548 Est. Cost $60.53 Unrealized
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $5,907 Shares 92,448 Est. Cost $59.77 Unrealized -7.3%
VO VANGUARD MID-CAP INDEX ETF 0.4%
Value ($000) $5,870 Shares 23,495 Est. Cost $158.18 Unrealized
VB VANGUARD SMALL-CAP ETF 0.4%
Value ($000) $5,716 Shares 25,005 Est. Cost $145.72 Unrealized
CTVA CORTEVA INC COM 0.4%
Value ($000) $5,670 Shares 98,313 Est. Cost $34.05 Unrealized +48.6%
XLRE REAL ESTATE SELECT SEC ETF 0.4%
Value ($000) $5,664 Shares 143,315 Est. Cost $39.50 Unrealized
RTX RAYTHEON TECHNOLOGIES COM 0.4%
Value ($000) $5,581 Shares 57,221 Est. Cost $54.58 Unrealized +59.1%
IWM RUSSELL 2000 INDEX ETF ISHARES 0.4%
Value ($000) $5,526 Shares 26,278 Est. Cost $162.84 Unrealized
SPGI S&P GLOBAL INC COM 0.4%
Value ($000) $5,459 Shares 12,831 Est. Cost $380.73 Unrealized +12.2%
ABBV ABBVIE INC COM 0.4%
Value ($000) $5,357 Shares 29,419 Est. Cost $72.20 Unrealized +124.4%
CFR CULLEN FROST BANKERS COM 0.4%
Value ($000) $5,350 Shares 47,526 Est. Cost $107.37 Unrealized -6.3%
IJH S&P MID CAP 400 ETF ISHARES 0.4%
Value ($000) $5,314 Shares 87,496 Est. Cost $95.62 Unrealized
AME AMETEK INC COM 0.4%
Value ($000) $4,999 Shares 27,332 Est. Cost $153.44 Unrealized +10.9%
XLF FINANCIAL SECTOR ETF SPDR 0.4%
Value ($000) $4,789 Shares 113,718 Est. Cost $29.66 Unrealized
XLC COMM SERVICES SPDR 0.4%
Value ($000) $4,696 Shares 57,513 Est. Cost $61.08 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $4,519 Shares 107,737 Est. Cost $32.39 Unrealized +10.9%
OMC OMNICOM GROUP INC COM 0.3%
Value ($000) $4,473 Shares 46,228 Est. Cost $52.84 Unrealized +59.2%
SCHY SCHWAB INTERNATIONAL DVD ETF 0.3%
Value ($000) $4,419 Shares 182,234 Est. Cost $23.51 Unrealized
DIS DISNEY WALT COMPANY COM 0.3%
Value ($000) $4,414 Shares 36,073 Est. Cost $113.78 Unrealized -10.0%
AZN ASTRAZENECA ADR 0.3%
Value ($000) $4,123 Shares 60,859 Est. Cost $67.37 Unrealized
IJS S&P SMALL CAP 600 VALUE ETF ISHARES 0.3%
Value ($000) $4,099 Shares 39,890 Est. Cost $95.04 Unrealized
IJT S&P SMALL CAP 600 GROWTH ETF ISHARES 0.3%
Value ($000) $4,045 Shares 30,942 Est. Cost $115.43 Unrealized
IWD RUSSELL 1000 VALUE ETF ISHARES 0.3%
Value ($000) $4,009 Shares 22,383 Est. Cost $121.50 Unrealized
LNT ALLIANT CORP COM 0.3%
Value ($000) $3,754 Shares 74,478 Est. Cost $32.61 Unrealized +41.4%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $3,726 Shares 32,051 Est. Cost $63.12 Unrealized +55.4%
FRME FIRST MERCHANTS CORP COM 0.3%
Value ($000) $3,643 Shares 104,401 Est. Cost $32.65 Unrealized -2.1%
META META PLATFORMS INC 0.3%
Value ($000) $3,608 Shares 7,430 Est. Cost $443.21 Unrealized 0.0%
XLE ENERGY SECTOR ETF SPDR 0.3%
Value ($000) $3,555 Shares 37,660 Est. Cost $58.77 Unrealized
AMGN AMGEN INC COM 0.3%
Value ($000) $3,529 Shares 12,412 Est. Cost $160.23 Unrealized +72.3%
EMB JPM EMERGING MARKETS ISHARES 0.3%
Value ($000) $3,442 Shares 38,389 Est. Cost $107.99 Unrealized
IEMG MSCI EMERGING MKTS CORE ISHARES 0.2%
Value ($000) $3,267 Shares 63,323 Est. Cost $52.97 Unrealized
XLI INDUSTRIAL SECTOR ETF SPDR 0.2%
Value ($000) $3,067 Shares 24,347 Est. Cost $91.96 Unrealized
VLO VALERO ENERGY NEW COM 0.2%
Value ($000) $2,995 Shares 17,544 Est. Cost $77.97 Unrealized +74.0%
IWS RUSSELL MID CAP VALUE INDEX ISHARES ETF 0.2%
Value ($000) $2,923 Shares 23,321 Est. Cost $124.64 Unrealized
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $2,834 Shares 18,295 Est. Cost $89.15 Unrealized +54.3%
ANSYS, INC. COM 0.2%
Value ($000) $2,822 Shares 8,128 Est. Cost $332.85 Unrealized
BALL BALL CORP COM 0.2%
Value ($000) $2,819 Shares 41,849 Est. Cost $62.67 Unrealized -5.5%
BRO BROWN & BROWN INC COM 0.2%
Value ($000) $2,750 Shares 31,412 Est. Cost $20.56 Unrealized +286.7%
VNQ VANGUARD REIT INDEX ETF 0.2%
Value ($000) $2,718 Shares 31,432 Est. Cost $76.73 Unrealized
TROW T. ROWE PRICE GROUP INC COM 0.2%
Value ($000) $2,628 Shares 21,553 Est. Cost $68.62 Unrealized +48.3%
XLU UTILITIES SECTOR ETF 0.2%
Value ($000) $2,584 Shares 39,359 Est. Cost $64.48 Unrealized
GOOG ALPHABET INC CL C COM 0.2%
Value ($000) $2,532 Shares 16,629 Est. Cost $110.70 Unrealized +29.4%
UNP UNION PAC CORP COM 0.2%
Value ($000) $2,504 Shares 10,183 Est. Cost $120.07 Unrealized +96.2%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $2,473 Shares 27,058 Est. Cost $59.11 Unrealized +49.9%
RSP INVESCO S&P 5OO EQ WEIGHT ETF 0.2%
Value ($000) $2,396 Shares 14,145 Est. Cost $101.89 Unrealized
VYM VANGUARD W HIGH DIV YIELD ETF 0.2%
Value ($000) $2,295 Shares 18,965 Est. Cost $90.78 Unrealized
BDX BECTON DICKINSON & CO COM 0.2%
Value ($000) $2,206 Shares 8,914 Est. Cost $120.05 Unrealized +92.1%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $2,152 Shares 13,172 Est. Cost $65.39 Unrealized +106.4%
CNI CANADIAN NATIONAL RAILWAY ADR 0.2%
Value ($000) $2,133 Shares 16,194 Est. Cost $69.64 Unrealized +76.7%
AWK AMERICAN WATER CO INC COM 0.2%
Value ($000) $2,082 Shares 17,035 Est. Cost $119.53 Unrealized -1.4%
INTC INTEL CORP COM 0.2%
Value ($000) $2,041 Shares 46,229 Est. Cost $33.79 Unrealized +30.3%
NUE NUCOR CORP COM 0.2%
Value ($000) $2,011 Shares 10,163 Est. Cost $45.02 Unrealized +293.6%
ALC ALCON INC COM 0.1%
Value ($000) $1,941 Shares 23,309 Est. Cost $66.78 Unrealized +19.3%
EEM MSCI EMERGING MARKET INDEX ETF ISHARES 0.1%
Value ($000) $1,871 Shares 45,565 Est. Cost $39.97 Unrealized
CASY CASEY'S GENERAL STORE COM 0.1%
Value ($000) $1,852 Shares 5,817 Est. Cost $146.16 Unrealized +97.9%
KO COCA COLA CO COM 0.1%
Value ($000) $1,825 Shares 29,836 Est. Cost $43.90 Unrealized +29.2%
DE DEERE & CO COM 0.1%
Value ($000) $1,801 Shares 4,384 Est. Cost $334.12 Unrealized +11.5%
ORCL ORACLE CORP COM 0.1%
Value ($000) $1,770 Shares 14,089 Est. Cost $38.27 Unrealized +193.6%
CVS CVS CORPORATION DELAWARE COM 0.1%
Value ($000) $1,728 Shares 21,660 Est. Cost $60.29 Unrealized +17.5%
IVV S&P 500 INDEX I SHARES 0.1%
Value ($000) $1,696 Shares 3,226 Est. Cost $348.68 Unrealized
VV VANGUARD I LARGE CAP ETF 0.1%
Value ($000) $1,578 Shares 6,581 Est. Cost $137.07 Unrealized
VEU VANGUARD FTSE ALL WRLD EX US ETF 0.1%
Value ($000) $1,431 Shares 24,400 Est. Cost $47.90 Unrealized
ROP ROPER INDS INC NEW COM 0.1%
Value ($000) $1,412 Shares 2,517 Est. Cost $369.27 Unrealized +45.9%
IBB NASDAQ BIOTECH INDEX ETF 0.1%
Value ($000) $1,407 Shares 10,253 Est. Cost $136.42 Unrealized
JKHY JACK HENRY & ASSOCIATES COM 0.1%
Value ($000) $1,374 Shares 7,907 Est. Cost $52.96 Unrealized +213.4%
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $1,324 Shares 94,895 Est. Cost $10.04 Unrealized +19.0%
EFA MSCI EAFE ETF ISHARES 0.1%
Value ($000) $1,318 Shares 16,509 Est. Cost $73.53 Unrealized
DFAC DIMENSIONAL ETF TRUST US CORE EQUITY 2 0.1%
Value ($000) $1,230 Shares 38,487 Est. Cost $24.27 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INCCOM 0.1%
Value ($000) $1,201 Shares 6,880 Est. Cost $101.74 Unrealized +62.2%
ECL ECOLAB INC COM 0.1%
Value ($000) $1,148 Shares 4,972 Est. Cost $135.19 Unrealized +53.8%
NKE NIKE INC CL B COM 0.1%
Value ($000) $1,091 Shares 11,612 Est. Cost $84.46 Unrealized +15.8%
CRM SALESFORCE.COM COM 0.1%
Value ($000) $996 Shares 3,308 Est. Cost $244.61 Unrealized +16.6%
WM WASTE MANAGEMENT INC COM 0.1%
Value ($000) $985 Shares 4,621 Est. Cost $154.76 Unrealized +23.4%
MZTI LANCASTER COLONY CORP COM 0.1%
Value ($000) $976 Shares 4,700 Est. Cost $168.02 Unrealized +13.3%
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.1%
Value ($000) $966 Shares 18,516 Est. Cost $52.20 Unrealized
TMO THERMO FISHER SCIENTIFIC INCCOM 0.1%
Value ($000) $958 Shares 1,648 Est. Cost $421.05 Unrealized +32.5%
AMLP ALLERIAN MLP ETF 0.1%
Value ($000) $906 Shares 19,087 Est. Cost $42.52 Unrealized
IWF RUSSELL 1000 GROWTH ETF ISHARES 0.1%
Value ($000) $873 Shares 2,591 Est. Cost $303.33 Unrealized
LZB LA-Z BOY INC COM 0.1%
Value ($000) $857 Shares 22,794 Est. Cost $30.45 Unrealized +20.0%
MS MORGAN STANLEY DEAN WITTER COM 0.1%
Value ($000) $847 Shares 8,998 Est. Cost $83.21 Unrealized 0.0%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $820 Shares 1,582 Est. Cost $249.78 Unrealized +92.9%
MA MASTERCARD INC COM 0.1%
Value ($000) $810 Shares 1,681 Est. Cost $452.59 Unrealized 0.0%
COR CENCORA, INC COM 0.1%
Value ($000) $769 Shares 3,164 Est. Cost $60.92 Unrealized +271.7%
ETN EATON CORP ADR 0.1%
Value ($000) $719 Shares 2,300 Est. Cost $267.60 Unrealized 0.0%
SYY SYSCO CORP COM 0.1%
Value ($000) $690 Shares 8,500 Est. Cost $27.22 Unrealized +174.1%
CWB BARCLAYS CONVERITIBLE SEC ETF SPDR 0.1%
Value ($000) $668 Shares 9,150 Est. Cost $69.75 Unrealized
VTEB VANGUARD TAX- EXEMPT BOND 0.0%
Value ($000) $664 Shares 13,126 Est. Cost $51.29 Unrealized
SHW SHERWIN-WILLIAMS CO COM 0.0%
Value ($000) $647 Shares 1,864 Est. Cost $313.46 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $643 Shares 3,118 Est. Cost $180.39 Unrealized 0.0%
PFE PFIZER INC COM 0.0%
Value ($000) $642 Shares 23,141 Est. Cost $25.85 Unrealized -4.6%
BRK/A BERKSHIRE HATHAWAY CL A COM 0.0%
Value ($000) $634 Shares 1 Est. Cost $422631.30 Unrealized +40.5%
MRK MERCK & CO INC COM 0.0%
Value ($000) $627 Shares 4,754 Est. Cost $63.36 Unrealized +82.7%
POOL POOL CORPORATION COM 0.0%
Value ($000) $613 Shares 1,518 Est. Cost $210.19 Unrealized +80.7%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $565 Shares 4,982 Est. Cost $58.02 Unrealized +71.3%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $564 Shares 6,267 Est. Cost $53.29 Unrealized +52.6%
VCIT VANGUARD INTER-TERM CORP 0.0%
Value ($000) $529 Shares 6,573 Est. Cost $88.29 Unrealized
DVY DOW JONES SELECT DIVIDEND ETF I SHARES 0.0%
Value ($000) $520 Shares 4,222 Est. Cost $92.36 Unrealized
VXF VANGUARD I EXTENDED MARKET ETF 0.0%
Value ($000) $519 Shares 2,960 Est. Cost $111.72 Unrealized
ITW ILLINOIS TOOL WORKS INC COM 0.0%
Value ($000) $503 Shares 1,873 Est. Cost $247.64 Unrealized 0.0%
AFL AFLAC INC COM 0.0%
Value ($000) $475 Shares 5,533 Est. Cost $35.32 Unrealized +123.0%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $467 Shares 1,642 Est. Cost $84.56 Unrealized +86.5%
IYH ISHARES TR US HLTHCARE ETF 0.0%
Value ($000) $463 Shares 7,485 Est. Cost $90.76 Unrealized
UPS UNITED PARCEL SERVICE COM 0.0%
Value ($000) $443 Shares 2,979 Est. Cost $130.49 Unrealized +4.5%
VTI US TOTAL STOCK MARKET INDEX ETF VANGUARD 0.0%
Value ($000) $443 Shares 1,703 Est. Cost $221.69 Unrealized
EXR EXTRA SPACE STORAGE REIT 0.0%
Value ($000) $414 Shares 2,818 Est. Cost $121.22 Unrealized +10.6%
D DOMINION RESOURCES INC NEW COM 0.0%
Value ($000) $404 Shares 8,224 Est. Cost $54.97 Unrealized -22.4%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $404 Shares 1,491 Est. Cost $154.54 Unrealized +54.5%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $403 Shares 111 Est. Cost $3508.24 Unrealized 0.0%
RSG REPUBLIC SERVICES INC COM 0.0%
Value ($000) $398 Shares 2,077 Est. Cost $67.54 Unrealized +157.0%
PFF ISHARES PREFERRED & INC ETF 0.0%
Value ($000) $393 Shares 12,213 Est. Cost $37.32 Unrealized
TSLA TESLA MOTORS INC COM 0.0%
Value ($000) $381 Shares 2,169 Est. Cost $235.20 Unrealized -16.9%
SJM THE J.M. SMUCKER COMPANY COM 0.0%
Value ($000) $380 Shares 3,020 Est. Cost $79.99 Unrealized +47.2%
VEA VANGUARD FTSE DEV MARKET ETF 0.0%
Value ($000) $377 Shares 7,506 Est. Cost $48.87 Unrealized
IWO RUSSELL 200 GROWTH ETF 0.0%
Value ($000) $367 Shares 1,354 Est. Cost $196.60 Unrealized
TTC TORO CO COM 0.0%
Value ($000) $364 Shares 3,968 Est. Cost $74.17 Unrealized +24.3%
MPC MARATHON PETROLEUM CORP COM 0.0%
Value ($000) $344 Shares 1,708 Est. Cost $164.35 Unrealized 0.0%
ZTS ZOETIS INC COM 0.0%
Value ($000) $331 Shares 1,954 Est. Cost $183.37 Unrealized 0.0%
DGRO LC CORE DVD GROWTH 0.0%
Value ($000) $329 Shares 5,669 Est. Cost $40.18 Unrealized
AEP AMERICAN ELECTRIC POWER CO COM 0.0%
Value ($000) $327 Shares 3,801 Est. Cost $75.99 Unrealized 0.0%
FOXA FOX COM 0.0%
Value ($000) $324 Shares 10,351 Est. Cost $29.43 Unrealized +0.9%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $323 Shares 2,500 Est. Cost $85.13 Unrealized +34.0%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $319 Shares 9,987 Est. Cost $21.24 Unrealized +16.7%
IYF ISHARES TR U.S. FINLS ETF 0.0%
Value ($000) $316 Shares 3,304 Est. Cost $91.01 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $300 Shares 9,101 Est. Cost $18.90 Unrealized +61.1%
PSA PUBLIC STORAGE INC. CLASS A REIT 0.0%
Value ($000) $290 Shares 1,000 Est. Cost $236.94 Unrealized +11.9%
CME CME GROUP COM 0.0%
Value ($000) $282 Shares 1,310 Est. Cost $117.67 Unrealized +67.6%
IDV ISHARES TR INTL SEL DIV ETF 0.0%
Value ($000) $277 Shares 9,878 Est. Cost $28.99 Unrealized
T AT&T INC COM 0.0%
Value ($000) $273 Shares 15,539 Est. Cost $14.49 Unrealized +7.8%
IYJ ISHARES TR US INDUSTRIALS 0.0%
Value ($000) $264 Shares 2,098 Est. Cost $83.85 Unrealized
USB US BANCORP DEL COM 0.0%
Value ($000) $262 Shares 5,868 Est. Cost $30.92 Unrealized +25.0%
IYK ISHARES TR U.S. CNSM GD ETF 0.0%
Value ($000) $242 Shares 3,576 Est. Cost $107.42 Unrealized
GIS GENERAL MILLS COM 0.0%
Value ($000) $236 Shares 3,370 Est. Cost $55.81 Unrealized +8.6%
OEF S&P 100 INDEX ETF ISHARES 0.0%
Value ($000) $226 Shares 915 Est. Cost $223.39 Unrealized
BMY BRISTOL-MYERS SQUIBB COM 0.0%
Value ($000) $225 Shares 4,157 Est. Cost $55.85 Unrealized -17.3%
VCSH VANGUARD S/T CORP 0.0%
Value ($000) $225 Shares 2,909 Est. Cost $75.76 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR 0.0%
Value ($000) $209 Shares 1,271 Est. Cost $164.35 Unrealized
HUBB HUBBELL INC COM 0.0%
Value ($000) $208 Shares 500 Est. Cost $353.24 Unrealized 0.0%
HDV I SHARES DOMESTIC EQUITY ETF 0.0%
Value ($000) $202 Shares 1,831 Est. Cost $110.21 Unrealized
NUVEEN ENH AMT FR MUNI CRED 0.0%
Value ($000) $156 Shares 12,880 Est. Cost $11.68 Unrealized
NWBI NORTHWEST BANCSHARES INC COM 0.0%
Value ($000) $117 Shares 10,080 Est. Cost $9.59 Unrealized +8.2%