FIRST AMERICAN BANK Diversified Active

CIK: 0001291422 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Jul 31, 2024

Total Value ($000): $1,105,801 (100.0% shares, 0.0% debt)

Holdings (165)

AAPL APPLE INC. 10.4%
Value ($000) $114,829 Shares 670,691 Est. Cost $83.75 Unrealized +116.5%
MSFT MICROSOFT CORP COM 5.7%
Value ($000) $62,492 Shares 197,917 Est. Cost $64.02 Unrealized +407.0%
PEP PEPSICO INC COM 5.0%
Value ($000) $55,617 Shares 328,240 Est. Cost $58.31 Unrealized +186.7%
GOOGL ALPHABET INC 3.5%
Value ($000) $38,728 Shares 295,950 Est. Cost $107.17 Unrealized +19.8%
LLY ELI LILLY & CO 3.1%
Value ($000) $34,186 Shares 63,646 Est. Cost $102.04 Unrealized +396.6%
AVGO BROADCOM INC. 3.0%
Value ($000) $33,488 Shares 40,319 Est. Cost $20.66 Unrealized +306.5%
VEVIX VICTORY SYCAMORE 2.9%
Value ($000) $31,772 Shares 718,502 Est. Cost $40.12 Unrealized
AMZN AMAZON.COM INC. 2.7%
Value ($000) $29,347 Shares 230,858 Est. Cost $121.53 Unrealized +10.3%
V VISA INC. 2.5%
Value ($000) $27,883 Shares 121,225 Est. Cost $210.05 Unrealized +12.4%
UNH UNITED HEALTH GROUP INC 1.9%
Value ($000) $21,044 Shares 41,738 Est. Cost $238.06 Unrealized +97.4%
PG PROCTER & GAMBLE 1.8%
Value ($000) $19,623 Shares 134,533 Est. Cost $68.60 Unrealized +110.1%
ACN ACCENTURE PLC-CL A 1.8%
Value ($000) $19,364 Shares 63,053 Est. Cost $102.78 Unrealized +196.1%
XOM EXXON MOBIL CORP COM 1.6%
Value ($000) $17,970 Shares 152,833 Est. Cost $55.81 Unrealized +81.0%
DHR DANAHER CORPORATION 1.6%
Value ($000) $17,880 Shares 72,067 Est. Cost $245.73 Unrealized -10.4%
JPM JP MORGAN CHASE & CO 1.6%
Value ($000) $17,491 Shares 120,609 Est. Cost $63.67 Unrealized +123.5%
ABBV ABBVIE INC 1.5%
Value ($000) $16,909 Shares 113,439 Est. Cost $60.37 Unrealized +124.2%
HD HOME DEPOT INC 1.4%
Value ($000) $15,809 Shares 52,320 Est. Cost $147.28 Unrealized +105.7%
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $15,385 Shares 35,369 Est. Cost $24.47 Unrealized +82.9%
CVX CHEVRON TEXACO CORP 1.3%
Value ($000) $14,065 Shares 83,410 Est. Cost $77.25 Unrealized +88.7%
TMO THERMO FISHER SCIENTIFIC 1.3%
Value ($000) $13,850 Shares 27,362 Est. Cost $210.69 Unrealized +151.0%
LOW LOWES COS INC 1.2%
Value ($000) $13,480 Shares 64,859 Est. Cost $32.80 Unrealized +555.2%
CTAS CINTAS CORPORATION 1.1%
Value ($000) $12,266 Shares 25,501 Est. Cost $30.13 Unrealized +305.0%
ETN EATON CORP PLC 1.1%
Value ($000) $11,908 Shares 55,833 Est. Cost $89.14 Unrealized +135.3%
BRK/B BERKSHIRE HATHAWAY INC 1.1%
Value ($000) $11,793 Shares 33,666 Est. Cost $182.83 Unrealized +94.0%
MRSH MARSH & MCLENNAN COS INC 1.0%
Value ($000) $11,262 Shares 59,178 Est. Cost $72.23 Unrealized +155.6%
TJX TJX COMPANIES, INC 1.0%
Value ($000) $10,789 Shares 121,383 Est. Cost $58.36 Unrealized +46.2%
META META PLATFORMS INC 1.0%
Value ($000) $10,623 Shares 35,386 Est. Cost $178.61 Unrealized +67.5%
GS GOLDMAN SACHS GROUP INC 0.9%
Value ($000) $10,455 Shares 32,311 Est. Cost $127.08 Unrealized +148.2%
MAR MARRIOTT INTL INC CL A 0.9%
Value ($000) $9,930 Shares 50,521 Est. Cost $84.87 Unrealized +128.7%
UNP UNION PAC CORP COM 0.9%
Value ($000) $9,775 Shares 48,003 Est. Cost $87.95 Unrealized +134.4%
EW EDWARDS LIFESCIENCES CORP COM 0.9%
Value ($000) $9,566 Shares 138,076 Est. Cost $58.67 Unrealized +37.0%
BA BOEING CO 0.8%
Value ($000) $9,357 Shares 48,814 Est. Cost $174.93 Unrealized +25.1%
VOO VANGUARD 0.8%
Value ($000) $9,320 Shares 23,734 Est. Cost $324.37 Unrealized
ADI ANALOG DEVICES, INC. 0.8%
Value ($000) $9,051 Shares 51,693 Est. Cost $128.08 Unrealized +38.2%
APD AIR PRODUCTS & CHEMICALS INC. 0.8%
Value ($000) $8,938 Shares 31,540 Est. Cost $176.50 Unrealized +55.7%
WMT WAL-MART STORES INC. 0.8%
Value ($000) $8,838 Shares 55,262 Est. Cost $24.00 Unrealized +115.9%
HON HONEYWELL INTL INC 0.8%
Value ($000) $8,398 Shares 45,456 Est. Cost $104.27 Unrealized +66.7%
TXN TEXAS INSTRS INC COM 0.7%
Value ($000) $8,245 Shares 51,853 Est. Cost $75.38 Unrealized +110.8%
PANW PALO ALTO NETWORKS INC 0.7%
Value ($000) $7,841 Shares 33,447 Est. Cost $82.53 Unrealized +43.4%
NOC NORTHROP GRUMMAN CORPORATION 0.7%
Value ($000) $7,352 Shares 16,701 Est. Cost $393.88 Unrealized +7.1%
STZ CONSTELLATION BRANDS INC - 0.7%
Value ($000) $7,189 Shares 28,605 Est. Cost $169.34 Unrealized +47.2%
BSX BOSTON SCIENTIFIC CORP 0.6%
Value ($000) $7,119 Shares 134,829 Est. Cost $39.05 Unrealized +34.3%
DIS DISNEY 0.6%
Value ($000) $7,108 Shares 87,700 Est. Cost $69.77 Unrealized +19.6%
MRK MERCK & CO INC NEW 0.6%
Value ($000) $6,915 Shares 67,168 Est. Cost $41.57 Unrealized +140.2%
ICE INTERCONTINENTAL EXCHANGE INC 0.6%
Value ($000) $6,337 Shares 57,597 Est. Cost $57.17 Unrealized +94.5%
MDLZ MONDELEZ INTERNATIONAL INC 0.6%
Value ($000) $6,336 Shares 91,290 Est. Cost $42.88 Unrealized +56.7%
CMCSA COMCAST CORP 0.6%
Value ($000) $6,311 Shares 142,324 Est. Cost $33.18 Unrealized +25.0%
GOOG ALPHABET INC 0.5%
Value ($000) $5,980 Shares 45,357 Est. Cost $107.11 Unrealized +20.5%
PNC PNC FINANCIAL SERVICES GROUP 0.5%
Value ($000) $5,914 Shares 48,168 Est. Cost $59.90 Unrealized +92.1%
NKE NIKE INC 0.5%
Value ($000) $5,655 Shares 59,140 Est. Cost $65.65 Unrealized +49.7%
SPY SPDR S&P 500 ETF TRUST 0.5%
Value ($000) $5,637 Shares 13,187 Est. Cost $434.57 Unrealized
TT TRANE TECHNOLOGIES 0.5%
Value ($000) $5,524 Shares 27,226 Est. Cost $103.99 Unrealized +88.2%
AEP AMERICAN ELECTRIC POWER 0.5%
Value ($000) $5,393 Shares 71,694 Est. Cost $64.82 Unrealized +14.7%
ITW ILLINOIS TOOL 0.5%
Value ($000) $5,310 Shares 23,058 Est. Cost $49.85 Unrealized +361.5%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $5,269 Shares 33,831 Est. Cost $85.54 Unrealized +79.2%
MPC MARATHON PETROLEUM CORP 0.5%
Value ($000) $5,123 Shares 33,854 Est. Cost $66.48 Unrealized +99.5%
AMAT APPLIED MATERIALS INC COM 0.4%
Value ($000) $4,947 Shares 35,732 Est. Cost $116.81 Unrealized +20.2%
AJG GALLAGHER ARTHUR J & CO COM 0.4%
Value ($000) $4,879 Shares 21,405 Est. Cost $110.38 Unrealized +98.5%
COP CONOCOPHILLIPS 0.4%
Value ($000) $4,724 Shares 39,435 Est. Cost $76.23 Unrealized +41.5%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $4,596 Shares 47,458 Est. Cost $85.70 Unrealized +17.2%
CSCO CISCO SYS INC 0.4%
Value ($000) $4,559 Shares 84,803 Est. Cost $23.16 Unrealized +117.2%
RSG REPUBLIC SERVICES INC 0.4%
Value ($000) $4,527 Shares 31,763 Est. Cost $85.00 Unrealized +69.7%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $4,439 Shares 162,130 Est. Cost $20.00 Unrealized +39.1%
ORCL ORACLE CORP COM 0.4%
Value ($000) $4,310 Shares 40,692 Est. Cost $29.86 Unrealized +277.7%
ULTA ULTA BEAUTY INC 0.4%
Value ($000) $4,246 Shares 10,629 Est. Cost $254.26 Unrealized +71.9%
AZN ASTRAZENECA PLC 0.4%
Value ($000) $4,076 Shares 60,188 Est. Cost $66.30 Unrealized
PSX PHILLIPS 66 0.4%
Value ($000) $4,027 Shares 33,520 Est. Cost $54.73 Unrealized +88.8%
ADP AUTOMATIC DATA PROCESSING INCOM 0.3%
Value ($000) $3,846 Shares 15,987 Est. Cost $112.14 Unrealized +106.1%
PLD PROLOGIS INC 0.3%
Value ($000) $3,767 Shares 33,573 Est. Cost $110.68 Unrealized +2.1%
LIN LINDE PLC 0.3%
Value ($000) $3,513 Shares 9,435 Est. Cost $325.26 Unrealized +13.5%
RTX RTX CORP 0.3%
Value ($000) $3,411 Shares 47,399 Est. Cost $66.94 Unrealized +21.4%
TRI THOMSON REUTERS CORP 0.3%
Value ($000) $3,252 Shares 26,583 Est. Cost $122.38 Unrealized +1.8%
CMI CUMMINS INC. 0.3%
Value ($000) $3,240 Shares 14,184 Est. Cost $197.97 Unrealized +15.5%
LMT LOCKHEED MARTIN CORPORATION 0.3%
Value ($000) $3,209 Shares 7,847 Est. Cost $173.17 Unrealized +139.7%
WDAY WORKDAY INC - CLASS A 0.3%
Value ($000) $3,209 Shares 14,934 Est. Cost $226.16 Unrealized +2.5%
MDT MEDTRONIC PLC NPV 0.3%
Value ($000) $3,070 Shares 39,173 Est. Cost $76.05 Unrealized +2.3%
KNX KNIGHT - SWIFT TRANSPORTATION 0.3%
Value ($000) $3,050 Shares 60,815 Est. Cost $42.72 Unrealized +25.8%
NOW SERVICENOW INC 0.3%
Value ($000) $3,043 Shares 5,444 Est. Cost $100.03 Unrealized +14.0%
DEO DIAGEO PLC 0.3%
Value ($000) $2,899 Shares 19,434 Est. Cost $200.40 Unrealized
ZTS ZOETIS INC 0.3%
Value ($000) $2,882 Shares 16,564 Est. Cost $176.99 Unrealized -0.0%
CMS CMS ENERGY CORPORATION 0.3%
Value ($000) $2,868 Shares 54,007 Est. Cost $54.17 Unrealized -0.8%
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.2%
Value ($000) $2,763 Shares 48,552 Est. Cost $35.98 Unrealized +57.7%
SCHW SCHWAB (CHARLES) CORP COM 0.2%
Value ($000) $2,716 Shares 49,477 Est. Cost $69.41 Unrealized -15.8%
IVOO VANGUARD 0.2%
Value ($000) $2,671 Shares 31,603 Est. Cost $115.94 Unrealized
SLB SCHLUMBERGER LTD COM 0.2%
Value ($000) $2,571 Shares 44,105 Est. Cost $50.30 Unrealized +8.2%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $2,565 Shares 31,847 Est. Cost $58.26 Unrealized +36.9%
CCI CROWN CASTLE INTERNATIONAL 0.2%
Value ($000) $2,456 Shares 26,683 Est. Cost $97.44 Unrealized -7.2%
JCI JOHNSON CTLS INTL PLC NPV 0.2%
Value ($000) $2,438 Shares 45,816 Est. Cost $38.72 Unrealized +52.8%
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $2,412 Shares 64,830 Est. Cost $11.88 Unrealized +176.6%
PPG PPG 0.2%
Value ($000) $2,364 Shares 18,211 Est. Cost $129.10 Unrealized +3.0%
SYNOVUS FINANCIAL CORP 0.2%
Value ($000) $2,312 Shares 83,152 Est. Cost $43.57 Unrealized
GILD GILEAD SCIENCES, INC. 0.2%
Value ($000) $2,288 Shares 30,534 Est. Cost $38.65 Unrealized +82.9%
KDP KEURIG DR PEPPER INC 0.2%
Value ($000) $2,252 Shares 71,321 Est. Cost $32.00 Unrealized -4.0%
GPN GLOBAL PAYMENTS 0.2%
Value ($000) $2,159 Shares 18,710 Est. Cost $97.43 Unrealized +19.2%
VIOO VANGUARD 0.2%
Value ($000) $2,117 Shares 24,220 Est. Cost $126.85 Unrealized
VLTO VERALTO CORP. 0.2%
Value ($000) $2,034 Shares 23,901 Est. Cost $85.12 Unrealized
CTRA COTERRA ENERGY INC 0.2%
Value ($000) $1,969 Shares 72,792 Est. Cost $22.91 Unrealized +10.0%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $1,800 Shares 16,209 Est. Cost $72.10 Unrealized +52.7%
TGT TARGET CORP 0.2%
Value ($000) $1,724 Shares 15,594 Est. Cost $109.06 Unrealized +6.7%
KELLANOVA 0.2%
Value ($000) $1,701 Shares 28,589 Est. Cost $43.98 Unrealized +24.8%
BLACKROCK, INC. 0.2%
Value ($000) $1,678 Shares 2,596 Est. Cost $685.05 Unrealized
VO VANGUARD 0.1%
Value ($000) $1,608 Shares 7,724 Est. Cost $225.60 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $1,602 Shares 15,225 Est. Cost $89.80 Unrealized +12.0%
TFC TRUIST FINANCIAL CORP. 0.1%
Value ($000) $1,595 Shares 55,767 Est. Cost $41.23 Unrealized -34.2%
ILMN ILLUMINA, INC. 0.1%
Value ($000) $1,572 Shares 11,448 Est. Cost $337.77 Unrealized -51.3%
AMGN AMGEN INC 0.1%
Value ($000) $1,521 Shares 5,658 Est. Cost $136.18 Unrealized +70.3%
XLE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,519 Shares 16,809 Est. Cost $38.87 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $1,415 Shares 24,374 Est. Cost $48.43 Unrealized +12.2%
HBAN HUNTINGTON BANCSHARES 0.1%
Value ($000) $1,409 Shares 135,510 Est. Cost $11.12 Unrealized -9.3%
DTE DTE ENERGY COMPANY 0.1%
Value ($000) $1,405 Shares 14,153 Est. Cost $101.30 Unrealized -2.5%
EMN EASTMAN CHEM CO COM 0.1%
Value ($000) $1,390 Shares 18,112 Est. Cost $89.36 Unrealized -15.6%
HUN HUNTSMAN CORP 0.1%
Value ($000) $1,383 Shares 56,671 Est. Cost $28.29 Unrealized -4.2%
GBCI GLACIER BANCORP INC. 0.1%
Value ($000) $1,382 Shares 48,486 Est. Cost $47.67 Unrealized -40.2%
HPQ HP INC 0.1%
Value ($000) $1,357 Shares 52,817 Est. Cost $15.91 Unrealized +75.7%
CFR CULLEN/FROST BANKERS, INC. 0.1%
Value ($000) $1,355 Shares 14,852 Est. Cost $123.52 Unrealized -24.1%
FTV FORTIVE CORPORATION 0.1%
Value ($000) $1,330 Shares 17,940 Est. Cost $34.26 Unrealized +66.1%
VEA VANGUARD 0.1%
Value ($000) $1,262 Shares 28,862 Est. Cost $43.37 Unrealized
CPT CAMDEN PROPERTY TRUST 0.1%
Value ($000) $1,254 Shares 13,259 Est. Cost $111.56 Unrealized -13.4%
NDAQ NASDAQ INC 0.1%
Value ($000) $1,176 Shares 24,208 Est. Cost $52.14 Unrealized -6.0%
AON AON CORPORATION 0.1%
Value ($000) $1,148 Shares 3,540 Est. Cost $191.46 Unrealized +69.9%
VIG VANGUARD 0.1%
Value ($000) $1,140 Shares 7,334 Est. Cost $155.38 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $1,102 Shares 14,773 Est. Cost $25.25 Unrealized +18.3%
VWO VANGUARD 0.1%
Value ($000) $1,055 Shares 26,913 Est. Cost $42.37 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $1,030 Shares 26,589 Est. Cost $42.15 Unrealized
VB VANGUARD 0.1%
Value ($000) $959 Shares 5,073 Est. Cost $209.38 Unrealized
BMO BANK OF MONTREAL 0.1%
Value ($000) $938 Shares 11,117 Est. Cost $37.65 Unrealized +111.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $917 Shares 3,481 Est. Cost $198.22 Unrealized +36.0%
GSLC GOLDMAN ACTIVEBETA US LC ETF 0.1%
Value ($000) $906 Shares 10,755 Est. Cost $82.12 Unrealized
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $882 Shares 15,091 Est. Cost $175.65 Unrealized -63.0%
GPC GENUINE PARTS COMPANY 0.1%
Value ($000) $872 Shares 6,037 Est. Cost $68.84 Unrealized +109.9%
GD GENERAL DYNAMICS CORPORATION 0.1%
Value ($000) $850 Shares 3,848 Est. Cost $156.10 Unrealized +35.3%
PFE PFIZER INC COM 0.1%
Value ($000) $794 Shares 23,952 Est. Cost $21.52 Unrealized +42.1%
TSLA TESLA MOTORS INC 0.1%
Value ($000) $760 Shares 3,038 Est. Cost $236.34 Unrealized +8.7%
DOW DOW INC 0.1%
Value ($000) $760 Shares 14,740 Est. Cost $36.45 Unrealized +27.1%
XLK SELECT SECTOR SPDR FUND 0.1%
Value ($000) $680 Shares 4,146 Est. Cost $125.65 Unrealized
MLM MARTIN MARIETTA MATERIALS, INC. 0.1%
Value ($000) $666 Shares 1,623 Est. Cost $146.74 Unrealized +197.2%
QUAL ISHARES CORE 0.1%
Value ($000) $656 Shares 4,980 Est. Cost $131.79 Unrealized
ARISTA NETWORKS INC 0.1%
Value ($000) $653 Shares 3,552 Est. Cost $180.34 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $595 Shares 2,856 Est. Cost $107.74 Unrealized +82.7%
IWM ISHARES 0.1%
Value ($000) $585 Shares 3,311 Est. Cost $176.74 Unrealized
VEEV VEEVA SYSTEMS INC 0.1%
Value ($000) $578 Shares 2,842 Est. Cost $38.78 Unrealized +419.6%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $576 Shares 2,014 Est. Cost $270.53 Unrealized +9.7%
CTVA CORTEVA INC 0.1%
Value ($000) $558 Shares 10,902 Est. Cost $25.05 Unrealized +105.7%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $548 Shares 2,009 Est. Cost $157.13 Unrealized +66.4%
EFA ISHARES 0.0%
Value ($000) $504 Shares 7,310 Est. Cost $72.09 Unrealized
SDY SPDR PORFOLIO S&P 0.0%
Value ($000) $452 Shares 3,934 Est. Cost $121.13 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $446 Shares 7,976 Est. Cost $38.14 Unrealized +46.1%
PM PHILIP MORRIS INTL. INC. 0.0%
Value ($000) $416 Shares 4,492 Est. Cost $86.94 Unrealized -0.9%
ETR ENTERGY CORPORATION 0.0%
Value ($000) $416 Shares 4,495 Est. Cost $25.16 Unrealized +78.2%
MSI MOTOROLA SOLUTIONS, INC 0.0%
Value ($000) $410 Shares 1,505 Est. Cost $241.40 Unrealized +14.9%
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $390 Shares 4,214 Est. Cost $38.81 Unrealized +148.9%
INGR INGREDION INCORPORATED 0.0%
Value ($000) $344 Shares 3,500 Est. Cost $70.28 Unrealized +47.6%
TTD TRADE DESK INC/THE - CLASS A 0.0%
Value ($000) $338 Shares 4,324 Est. Cost $56.90 Unrealized +42.1%
CVS CVS HEALTH CORP 0.0%
Value ($000) $336 Shares 4,812 Est. Cost $85.94 Unrealized -24.9%
NEE NEXTERA ENERGY 0.0%
Value ($000) $281 Shares 4,907 Est. Cost $75.43 Unrealized -14.6%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $267 Shares 7,634 Est. Cost $33.67 Unrealized
HCA HCA HOLDINGS INC 0.0%
Value ($000) $252 Shares 1,024 Est. Cost $219.36 Unrealized +22.3%
CALF PACER 0.0%
Value ($000) $250 Shares 6,000 Est. Cost $41.70 Unrealized
ACWV ISHARES MSCI 0.0%
Value ($000) $239 Shares 2,500 Est. Cost $95.46 Unrealized
DVY ISHARES 0.0%
Value ($000) $221 Shares 2,050 Est. Cost $114.15 Unrealized
VRTX VERTEX PHARMACEUTICALS, INC. 0.0%
Value ($000) $214 Shares 614 Est. Cost $337.25 Unrealized +3.7%
RPM RPM INTERNATIONAL, INC 0.0%
Value ($000) $213 Shares 2,250 Est. Cost $82.18 Unrealized +18.6%
IR INGERSOLL-RAND INC 0.0%
Value ($000) $213 Shares 3,335 Est. Cost $58.97 Unrealized +12.6%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $205 Shares 2,127 Est. Cost $91.16 Unrealized 0.0%
FSP FRANKLIN STREET PROPERTIES CORP 0.0%
Value ($000) $31 Shares 16,711 Est. Cost $13.19 Unrealized