First American Bank Diversified Active

Location: Dundee, IL

CIK: 0001291422 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 31, 2024

Total Value: $1.154B (100.0% shares, 0.0% debt)

Holdings (166)

AAPL APPLE INC. 11.4%
Value $131M Shares 676,429 Est. Cost $83.75 Unrealized +105.4%
MSFT MICROSOFT CORP COM 5.9%
Value $67.98M Shares 199,613 Est. Cost $64.02 Unrealized +379.9%
PEP PEPSICO INC COM 5.3%
Value $61.01M Shares 329,379 Est. Cost $58.31 Unrealized +192.5%
GOOGL ALPHABET INC 3.1%
Value $36.11M Shares 301,635 Est. Cost $107.17 Unrealized +6.6%
AVGO BROADCOM INC. 3.1%
Value $36.07M Shares 41,582 Est. Cost $20.66 Unrealized +232.8%
VEVIX VICTORY SYCAMORE 2.9%
Value $32.97M Shares 713,371 Est. Cost $40.12 Unrealized
AMZN AMAZON.COM INC. 2.7%
Value $30.74M Shares 235,785 Est. Cost $121.53 Unrealized -6.0%
LLY ELI LILLY & CO 2.6%
Value $30.56M Shares 65,169 Est. Cost $102.04 Unrealized +303.2%
V VISA INC. 2.5%
Value $29.37M Shares 123,663 Est. Cost $210.05 Unrealized +6.9%
UNH UNITED HEALTH GROUP INC 1.8%
Value $20.35M Shares 42,345 Est. Cost $238.06 Unrealized +95.3%
PG PROCTER & GAMBLE 1.8%
Value $20.35M Shares 134,113 Est. Cost $68.60 Unrealized +106.0%
ACN ACCENTURE PLC-CL A 1.7%
Value $20M Shares 64,807 Est. Cost $102.78 Unrealized +172.1%
JPM JP MORGAN CHASE & CO 1.6%
Value $18.08M Shares 124,295 Est. Cost $63.67 Unrealized +103.6%
DHR DANAHER CORPORATION 1.5%
Value $17.28M Shares 72,018 Est. Cost $245.73 Unrealized -15.0%
XOM EXXON MOBIL CORP COM 1.5%
Value $16.74M Shares 156,066 Est. Cost $55.81 Unrealized +78.5%
HD HOME DEPOT INC 1.4%
Value $16.53M Shares 53,208 Est. Cost $147.28 Unrealized +87.7%
ABBV ABBVIE INC 1.3%
Value $15.27M Shares 113,351 Est. Cost $60.37 Unrealized +121.5%
LOW LOWES COS INC 1.3%
Value $14.63M Shares 64,815 Est. Cost $32.80 Unrealized +502.9%
NVDA NVIDIA CORPORATION 1.2%
Value $14.39M Shares 34,014 Est. Cost $23.67 Unrealized +40.2%
TMO THERMO FISHER SCIENTIFIC 1.2%
Value $14.09M Shares 26,998 Est. Cost $206.40 Unrealized +159.3%
EW EDWARDS LIFESCIENCES CORP COM 1.2%
Value $13.39M Shares 141,967 Est. Cost $58.67 Unrealized +48.1%
CVX CHEVRON TEXACO CORP 1.1%
Value $13.12M Shares 83,404 Est. Cost $77.25 Unrealized +85.4%
CTAS CINTAS CORPORATION 1.1%
Value $12.81M Shares 25,773 Est. Cost $30.13 Unrealized +280.7%
BRK/B BERKSHIRE HATHAWAY INC 1.0%
Value $11.3M Shares 33,141 Est. Cost $180.10 Unrealized +81.2%
ETN EATON CORP PLC 1.0%
Value $11.22M Shares 55,780 Est. Cost $89.14 Unrealized +91.1%
MRSH MARSH & MCLENNAN COS INC 1.0%
Value $11.2M Shares 59,560 Est. Cost $72.23 Unrealized +136.0%
GS GOLDMAN SACHS GROUP INC 0.9%
Value $10.82M Shares 33,548 Est. Cost $127.08 Unrealized +142.3%
BA BOEING CO 0.9%
Value $10.59M Shares 50,150 Est. Cost $174.93 Unrealized +18.7%
TJX TJX COMPANIES, INC 0.9%
Value $10.21M Shares 120,401 Est. Cost $58.36 Unrealized +30.5%
HON HONEYWELL INTL INC 0.9%
Value $10.1M Shares 48,654 Est. Cost $104.27 Unrealized +68.4%
UNP UNION PAC CORP COM 0.9%
Value $10.03M Shares 48,996 Est. Cost $87.95 Unrealized +112.6%
ADI ANALOG DEVICES, INC. 0.9%
Value $9.891M Shares 50,772 Est. Cost $127.19 Unrealized +39.1%
META META PLATFORMS INC 0.8%
Value $9.771M Shares 34,049 Est. Cost $173.88 Unrealized +40.9%
VOO VANGUARD 0.8%
Value $9.56M Shares 23,474 Est. Cost $323.61 Unrealized
MAR MARRIOTT INTL INC CL A 0.8%
Value $9.532M Shares 51,894 Est. Cost $84.87 Unrealized +99.1%
TXN TEXAS INSTRS INC COM 0.8%
Value $9.532M Shares 52,947 Est. Cost $75.38 Unrealized +111.0%
APD AIR PRODUCTS & CHEMICALS INC. 0.8%
Value $9.359M Shares 31,245 Est. Cost $176.50 Unrealized +50.3%
PANW PALO ALTO NETWORKS INC 0.8%
Value $8.855M Shares 34,656 Est. Cost $82.53 Unrealized +26.1%
DIS DISNEY 0.7%
Value $8.547M Shares 95,728 Est. Cost $69.77 Unrealized +32.6%
WMT WAL-MART STORES INC. 0.7%
Value $8.406M Shares 53,483 Est. Cost $23.07 Unrealized +112.2%
MRK MERCK & CO INC NEW 0.7%
Value $7.723M Shares 66,928 Est. Cost $41.57 Unrealized +151.3%
NOC NORTHROP GRUMMAN CORPORATION 0.7%
Value $7.721M Shares 16,939 Est. Cost $393.88 Unrealized +10.1%
BSX BOSTON SCIENTIFIC CORP 0.6%
Value $7.223M Shares 133,532 Est. Cost $39.05 Unrealized +33.7%
STZ CONSTELLATION BRANDS INC - 0.6%
Value $7.035M Shares 28,584 Est. Cost $169.34 Unrealized +31.5%
MDLZ MONDELEZ INTERNATIONAL INC 0.6%
Value $6.642M Shares 91,056 Est. Cost $42.88 Unrealized +59.8%
NKE NIKE INC 0.6%
Value $6.612M Shares 59,903 Est. Cost $65.65 Unrealized +69.6%
PNC PNC FINANCIAL SERVICES GROUP 0.6%
Value $6.592M Shares 52,340 Est. Cost $59.90 Unrealized +84.3%
CCI CROWN CASTLE INTERNATIONAL 0.6%
Value $6.472M Shares 56,799 Est. Cost $97.44 Unrealized +5.1%
ICE INTERCONTINENTAL EXCHANGE INC 0.6%
Value $6.456M Shares 57,092 Est. Cost $57.17 Unrealized +83.1%
AEP AMERICAN ELECTRIC POWER 0.6%
Value $6.367M Shares 75,616 Est. Cost $64.82 Unrealized +23.3%
SPY SPDR S&P 500 ETF TRUST 0.5%
Value $6.098M Shares 13,757 Est. Cost $434.57 Unrealized
CMCSA COMCAST CORP 0.5%
Value $5.902M Shares 142,057 Est. Cost $33.18 Unrealized +10.4%
ITW ILLINOIS TOOL 0.5%
Value $5.761M Shares 23,030 Est. Cost $49.85 Unrealized +340.6%
JNJ JOHNSON & JOHNSON 0.5%
Value $5.697M Shares 34,418 Est. Cost $85.54 Unrealized +74.1%
GOOG ALPHABET INC 0.5%
Value $5.444M Shares 45,005 Est. Cost $107.11 Unrealized +7.3%
TT TRANE TECHNOLOGIES 0.5%
Value $5.241M Shares 27,401 Est. Cost $103.99 Unrealized +66.1%
ABT ABBOTT LABORATORIES 0.4%
Value $5.173M Shares 47,446 Est. Cost $85.70 Unrealized +18.4%
ULTA ULTA BEAUTY INC 0.4%
Value $5.101M Shares 10,839 Est. Cost $254.26 Unrealized +92.6%
AMAT APPLIED MATERIALS INC COM 0.4%
Value $5.066M Shares 35,046 Est. Cost $116.35 Unrealized +5.1%
ORCL ORACLE CORP COM 0.4%
Value $4.83M Shares 40,560 Est. Cost $29.86 Unrealized +236.2%
RSG REPUBLIC SERVICES INC 0.4%
Value $4.762M Shares 31,092 Est. Cost $83.73 Unrealized +65.4%
BAC BANK OF AMERICA CORP 0.4%
Value $4.734M Shares 164,999 Est. Cost $20.00 Unrealized +33.1%
AJG GALLAGHER ARTHUR J & CO COM 0.4%
Value $4.705M Shares 21,430 Est. Cost $110.38 Unrealized +84.1%
RTX RTX CORP 0.4%
Value $4.654M Shares 47,514 Est. Cost $66.94 Unrealized +37.9%
CSCO CISCO SYS INC 0.4%
Value $4.421M Shares 85,454 Est. Cost $23.16 Unrealized +96.5%
AZN ASTRAZENECA PLC 0.4%
Value $4.27M Shares 59,660 Est. Cost $66.30 Unrealized
COP CONOCOPHILLIPS 0.3%
Value $4.028M Shares 38,879 Est. Cost $75.78 Unrealized +24.7%
MPC MARATHON PETROLEUM CORP 0.3%
Value $3.96M Shares 33,959 Est. Cost $66.48 Unrealized +65.3%
LMT LOCKHEED MARTIN CORPORATION 0.3%
Value $3.624M Shares 7,871 Est. Cost $173.17 Unrealized +149.2%
TRI THOMSON REUTERS CORP 0.3%
Value $3.604M Shares 26,705 Est. Cost $122.38 Unrealized 0.0%
LIN LINDE PLC 0.3%
Value $3.587M Shares 9,413 Est. Cost $325.26 Unrealized +8.5%
ADP AUTOMATIC DATA PROCESSING INCOM 0.3%
Value $3.512M Shares 15,979 Est. Cost $112.14 Unrealized +81.3%
CMI CUMMINS INC. 0.3%
Value $3.445M Shares 14,053 Est. Cost $197.97 Unrealized +7.6%
MDT MEDTRONIC PLC NPV 0.3%
Value $3.398M Shares 38,571 Est. Cost $76.03 Unrealized +4.4%
DEO DIAGEO PLC 0.3%
Value $3.376M Shares 19,462 Est. Cost $200.40 Unrealized
KNX KNIGHT - SWIFT TRANSPORTATION 0.3%
Value $3.373M Shares 60,709 Est. Cost $42.72 Unrealized +26.2%
WDAY WORKDAY INC - CLASS A 0.3%
Value $3.296M Shares 14,591 Est. Cost $226.03 Unrealized -11.4%
PSX PHILLIPS 66 0.3%
Value $3.257M Shares 34,151 Est. Cost $54.73 Unrealized +61.8%
CMS CMS ENERGY CORPORATION 0.3%
Value $3.223M Shares 54,851 Est. Cost $54.17 Unrealized +2.5%
JCI JOHNSON CTLS INTL PLC NPV 0.3%
Value $3.137M Shares 46,033 Est. Cost $38.72 Unrealized +51.5%
PLD PROLOGIS INC 0.3%
Value $3.052M Shares 24,885 Est. Cost $109.87 Unrealized +2.7%
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.3%
Value $3.044M Shares 48,623 Est. Cost $35.98 Unrealized +58.7%
NOW SERVICENOW INC 0.3%
Value $2.904M Shares 5,167 Est. Cost $99.28 Unrealized +0.7%
SCHW SCHWAB (CHARLES) CORP COM 0.3%
Value $2.895M Shares 51,074 Est. Cost $69.41 Unrealized -27.3%
ILMN ILLUMINA, INC. 0.3%
Value $2.886M Shares 15,392 Est. Cost $337.77 Unrealized -40.1%
WEC WEC ENERGY GROUP INC 0.2%
Value $2.814M Shares 31,885 Est. Cost $58.26 Unrealized +44.3%
ZTS ZOETIS INC 0.2%
Value $2.789M Shares 16,196 Est. Cost $176.99 Unrealized -5.0%
IVOO VANGUARD 0.2%
Value $2.774M Shares 31,326 Est. Cost $115.94 Unrealized
PPG PPG 0.2%
Value $2.65M Shares 17,872 Est. Cost $129.03 Unrealized +2.1%
CVS CVS HEALTH CORP 0.2%
Value $2.574M Shares 37,241 Est. Cost $85.94 Unrealized -25.2%
SYNOVUS FINANCIAL CORP 0.2%
Value $2.53M Shares 83,646 Est. Cost $43.57 Unrealized
GILD GILEAD SCIENCES, INC. 0.2%
Value $2.323M Shares 30,138 Est. Cost $38.22 Unrealized +89.9%
VIOO VANGUARD 0.2%
Value $2.226M Shares 24,220 Est. Cost $126.85 Unrealized
TGT TARGET CORP 0.2%
Value $2.013M Shares 15,262 Est. Cost $108.90 Unrealized +23.9%
KELLANOVA 0.2%
Value $1.982M Shares 29,404 Est. Cost $43.98 Unrealized +32.6%
QCOM QUALCOMM INC COM 0.2%
Value $1.939M Shares 16,288 Est. Cost $72.10 Unrealized +50.2%
VRT VERTIV HOLDINGS CO 0.2%
Value $1.915M Shares 77,319 Est. Cost $11.88 Unrealized +44.0%
GPN GLOBAL PAYMENTS 0.2%
Value $1.84M Shares 18,676 Est. Cost $97.43 Unrealized +2.7%
KDP KEURIG DR PEPPER INC 0.2%
Value $1.802M Shares 57,625 Est. Cost $32.31 Unrealized -6.0%
BLACKROCK, INC. 0.2%
Value $1.797M Shares 2,600 Est. Cost $685.05 Unrealized
TFC TRUIST FINANCIAL CORP. 0.1%
Value $1.695M Shares 55,846 Est. Cost $41.23 Unrealized -34.7%
HPQ HP INC 0.1%
Value $1.632M Shares 53,147 Est. Cost $15.91 Unrealized +70.5%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value $1.624M Shares 25,402 Est. Cost $48.43 Unrealized +21.7%
GRMN GARMIN LTD 0.1%
Value $1.59M Shares 15,243 Est. Cost $89.80 Unrealized +8.0%
CFR CULLEN/FROST BANKERS, INC. 0.1%
Value $1.582M Shares 14,712 Est. Cost $123.52 Unrealized -22.5%
DTE DTE ENERGY COMPANY 0.1%
Value $1.56M Shares 14,180 Est. Cost $101.30 Unrealized +0.2%
GBCI GLACIER BANCORP INC. 0.1%
Value $1.539M Shares 49,384 Est. Cost $47.67 Unrealized -36.9%
HUN HUNTSMAN CORP 0.1%
Value $1.533M Shares 56,744 Est. Cost $28.29 Unrealized -8.2%
EMN EASTMAN CHEM CO COM 0.1%
Value $1.503M Shares 17,955 Est. Cost $89.36 Unrealized -18.1%
SLB SCHLUMBERGER LTD COM 0.1%
Value $1.49M Shares 30,334 Est. Cost $48.43 Unrealized -8.1%
HBAN HUNTINGTON BANCSHARES 0.1%
Value $1.465M Shares 135,862 Est. Cost $11.12 Unrealized -14.8%
CPT CAMDEN PROPERTY TRUST 0.1%
Value $1.451M Shares 13,329 Est. Cost $111.56 Unrealized -13.0%
XLE SELECT SECTOR SPDR FUND 0.1%
Value $1.409M Shares 17,363 Est. Cost $38.87 Unrealized
CTRA COTERRA ENERGY INC 0.1%
Value $1.371M Shares 54,184 Est. Cost $22.12 Unrealized +3.1%
FTV FORTIVE CORPORATION 0.1%
Value $1.365M Shares 18,251 Est. Cost $34.26 Unrealized +45.7%
VEA VANGUARD 0.1%
Value $1.328M Shares 28,760 Est. Cost $43.37 Unrealized
AMGN AMGEN INC 0.1%
Value $1.253M Shares 5,643 Est. Cost $136.18 Unrealized +56.9%
AON AON CORPORATION 0.1%
Value $1.208M Shares 3,500 Est. Cost $189.93 Unrealized +67.8%
NDAQ NASDAQ INC 0.1%
Value $1.202M Shares 24,103 Est. Cost $52.14 Unrealized 0.0%
VWO VANGUARD 0.1%
Value $1.09M Shares 26,797 Est. Cost $42.37 Unrealized
VO VANGUARD 0.1%
Value $1.074M Shares 4,876 Est. Cost $235.75 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value $1.05M Shares 14,700 Est. Cost $25.25 Unrealized +7.6%
BMO BANK OF MONTREAL 0.1%
Value $1.04M Shares 11,520 Est. Cost $37.65 Unrealized +110.0%
PYPL PAYPAL HOLDINGS INC 0.1%
Value $1.034M Shares 15,498 Est. Cost $175.65 Unrealized -61.3%
MCD MCDONALDS CORP 0.1%
Value $1.024M Shares 3,430 Est. Cost $197.16 Unrealized +38.5%
GPC GENUINE PARTS COMPANY 0.1%
Value $1.022M Shares 6,037 Est. Cost $68.84 Unrealized +119.8%
VZ VERIZON COMMUNICATIONS 0.1%
Value $1.018M Shares 27,381 Est. Cost $34.00 Unrealized -8.2%
VB VANGUARD 0.1%
Value $996K Shares 5,007 Est. Cost $209.65 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value $938K Shares 26,589 Est. Cost $42.15 Unrealized
PFE PFIZER INC COM 0.1%
Value $886K Shares 24,159 Est. Cost $21.52 Unrealized +54.4%
GD GENERAL DYNAMICS CORPORATION 0.1%
Value $823K Shares 3,825 Est. Cost $156.10 Unrealized +31.1%
DOW DOW INC 0.1%
Value $783K Shares 14,697 Est. Cost $36.45 Unrealized +24.1%
TSLA TESLA MOTORS INC 0.1%
Value $764K Shares 2,920 Est. Cost $235.51 Unrealized -15.1%
MLM MARTIN MARIETTA MATERIALS, INC. 0.1%
Value $733K Shares 1,588 Est. Cost $140.36 Unrealized +176.7%
XLK SELECT SECTOR SPDR FUND 0.1%
Value $699K Shares 4,019 Est. Cost $124.44 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value $659K Shares 2,000 Est. Cost $270.53 Unrealized +2.0%
CTVA CORTEVA INC 0.1%
Value $623K Shares 10,875 Est. Cost $25.05 Unrealized +126.1%
LW LAMB WESTON HOLDINGS INC 0.1%
Value $622K Shares 5,414 Est. Cost $38.81 Unrealized +173.1%
ARISTA NETWORKS INC 0.0%
Value $572K Shares 3,528 Est. Cost $180.34 Unrealized
VEEV VEEVA SYSTEMS INC 0.0%
Value $565K Shares 2,856 Est. Cost $38.78 Unrealized +370.3%
CB CHUBB LIMITED 0.0%
Value $542K Shares 2,815 Est. Cost $106.44 Unrealized +78.4%
KO COCA COLA CO COM 0.0%
Value $497K Shares 8,259 Est. Cost $38.14 Unrealized +50.4%
CAT CATERPILLAR INC DEL COM 0.0%
Value $488K Shares 1,984 Est. Cost $155.82 Unrealized +37.2%
SDY SPDR PORFOLIO S&P 0.0%
Value $482K Shares 3,934 Est. Cost $121.13 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value $479K Shares 2,823 Est. Cost $219.81 Unrealized -14.8%
ETR ENTERGY CORPORATION 0.0%
Value $438K Shares 4,495 Est. Cost $25.16 Unrealized +87.4%
MSI MOTOROLA SOLUTIONS, INC 0.0%
Value $437K Shares 1,490 Est. Cost $241.04 Unrealized +15.4%
PM PHILIP MORRIS INTL. INC. 0.0%
Value $428K Shares 4,388 Est. Cost $86.95 Unrealized -2.8%
INGR INGREDION INCORPORATED 0.0%
Value $371K Shares 3,500 Est. Cost $70.28 Unrealized +51.3%
EFA ISHARES 0.0%
Value $359K Shares 4,950 Est. Cost $73.60 Unrealized
NEE NEXTERA ENERGY 0.0%
Value $345K Shares 4,646 Est. Cost $76.05 Unrealized -8.0%
TTD TRADE DESK INC/THE - CLASS A 0.0%
Value $331K Shares 4,291 Est. Cost $56.90 Unrealized +18.9%
EEFT EURONET WORLDWIDE INC 0.0%
Value $305K Shares 2,599 Est. Cost $61.35 Unrealized +82.2%
HCA HCA HOLDINGS INC 0.0%
Value $303K Shares 1,000 Est. Cost $218.18 Unrealized +24.7%
IAU ISHARES GOLD TRUST 0.0%
Value $278K Shares 7,634 Est. Cost $33.67 Unrealized
CC CHEMOURS CO USD 0.01 0.0%
Value $252K Shares 6,820 Est. Cost $26.65 Unrealized +3.3%
ACWV ISHARES MSCI 0.0%
Value $245K Shares 2,500 Est. Cost $95.46 Unrealized
GSLC GOLDMAN ACTIVEBETA US LC ETF 0.0%
Value $244K Shares 2,795 Est. Cost $76.13 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value $242K Shares 3,143 Est. Cost $49.15 Unrealized +48.3%
DVY ISHARES 0.0%
Value $232K Shares 2,050 Est. Cost $114.15 Unrealized
IR INGERSOLL-RAND INC 0.0%
Value $218K Shares 3,335 Est. Cost $58.97 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS, INC. 0.0%
Value $211K Shares 599 Est. Cost $336.94 Unrealized 0.0%
RPM RPM INTERNATIONAL, INC 0.0%
Value $202K Shares 2,250 Est. Cost $82.18 Unrealized 0.0%
T AT&T INC. 0.0%
Value $194K Shares 12,158 Est. Cost $15.28 Unrealized -3.2%
LUXURBAN HOTELS 0.0%
Value $78,750 Shares 25,000 Est. Cost $3.15 Unrealized
FSP FRANKLIN STREET PROPERTIES CORP 0.0%
Value $24,231 Shares 16,711 Est. Cost $13.19 Unrealized