FIRST AMERICAN BANK Diversified Active

CIK: 0001291422 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 24, 2024

Total Value ($000): $1,391,756 (100.0% shares, 0.0% debt)

Holdings (166)

AAPL APPLE INC. 11.1%
Value ($000) $154,633 Shares 663,661 Est. Cost $83.75 Unrealized +165.0%
MSFT MICROSOFT CORP COM 6.1%
Value ($000) $85,486 Shares 198,665 Est. Cost $70.54 Unrealized +499.8%
AVGO BROADCOM INC 4.7%
Value ($000) $64,983 Shares 376,714 Est. Cost $143.87 Unrealized +9.8%
PEP PEPSICO INC COM 4.0%
Value ($000) $55,168 Shares 324,422 Est. Cost $58.31 Unrealized +179.4%
LLY ELI LILLY & CO 3.6%
Value ($000) $50,328 Shares 56,807 Est. Cost $102.04 Unrealized +772.5%
GOOGL ALPHABET INC 3.4%
Value ($000) $47,037 Shares 283,610 Est. Cost $107.17 Unrealized +55.6%
NVDA NVIDIA CORPORATION 3.2%
Value ($000) $44,769 Shares 368,648 Est. Cost $93.69 Unrealized +26.0%
AMZN AMAZON.COM INC. 3.2%
Value ($000) $44,077 Shares 236,552 Est. Cost $122.82 Unrealized +48.6%
V VISA INC. 2.4%
Value ($000) $32,989 Shares 119,980 Est. Cost $210.70 Unrealized +27.1%
JPM JP MORGAN CHASE & CO 1.8%
Value ($000) $25,566 Shares 121,245 Est. Cost $65.34 Unrealized +213.7%
UNH UNITED HEALTH GROUP INC 1.7%
Value ($000) $24,233 Shares 41,447 Est. Cost $243.91 Unrealized +124.8%
ABBV ABBVIE INC 1.7%
Value ($000) $23,231 Shares 117,637 Est. Cost $65.89 Unrealized +171.2%
META META PLATFORMS INC 1.7%
Value ($000) $23,037 Shares 40,244 Est. Cost $204.49 Unrealized +150.4%
PG PROCTER & GAMBLE 1.6%
Value ($000) $22,934 Shares 132,415 Est. Cost $69.41 Unrealized +136.6%
HD HOME DEPOT INC 1.5%
Value ($000) $21,546 Shares 53,173 Est. Cost $151.85 Unrealized +132.2%
ACN ACCENTURE PLC-CL A 1.5%
Value ($000) $21,015 Shares 59,451 Est. Cost $106.13 Unrealized +204.1%
DHR DANAHER CORPORATION 1.4%
Value ($000) $20,130 Shares 72,404 Est. Cost $245.68 Unrealized +6.8%
CTAS CINTAS CORPORATION 1.4%
Value ($000) $19,802 Shares 96,180 Est. Cost $150.35 Unrealized +27.0%
XOM EXXON MOBIL CORP COM 1.3%
Value ($000) $17,863 Shares 152,387 Est. Cost $56.76 Unrealized +93.8%
TMO THERMO FISHER SCIENTIFIC 1.3%
Value ($000) $17,434 Shares 28,185 Est. Cost $218.83 Unrealized +169.2%
LOW LOWES COS INC 1.2%
Value ($000) $17,164 Shares 63,372 Est. Cost $32.80 Unrealized +620.0%
ETN EATON CORP PLC 1.2%
Value ($000) $16,911 Shares 51,023 Est. Cost $89.14 Unrealized +238.0%
GS GOLDMAN SACHS GROUP INC 1.2%
Value ($000) $16,418 Shares 33,160 Est. Cost $137.58 Unrealized +245.3%
BRK/B BERKSHIRE HATHAWAY INC 1.1%
Value ($000) $15,625 Shares 33,948 Est. Cost $187.61 Unrealized +135.7%
TJX TJX COMPANIES INC 1.1%
Value ($000) $15,174 Shares 129,100 Est. Cost $62.30 Unrealized +80.9%
WMT WALMART INC 1.0%
Value ($000) $14,283 Shares 176,874 Est. Cost $46.79 Unrealized +54.9%
MRSH MARSH & MCLENNAN COS INC 1.0%
Value ($000) $13,328 Shares 59,741 Est. Cost $74.80 Unrealized +190.0%
ADI ANALOG DEVICES, INC. 0.9%
Value ($000) $12,945 Shares 56,240 Est. Cost $131.95 Unrealized +66.8%
VOO VANGUARD 0.9%
Value ($000) $12,766 Shares 24,193 Est. Cost $327.93 Unrealized
MAR MARRIOTT INTL INC CL A 0.9%
Value ($000) $12,726 Shares 51,192 Est. Cost $88.97 Unrealized +158.3%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $12,041 Shares 81,759 Est. Cost $78.01 Unrealized +79.4%
ICE INTERCONTINENTAL EXCHANGE INC 0.8%
Value ($000) $11,740 Shares 73,083 Est. Cost $73.52 Unrealized +106.3%
UNP UNION PAC CORP COM 0.8%
Value ($000) $11,638 Shares 47,216 Est. Cost $89.96 Unrealized +160.8%
BSX BOSTON SCIENTIFIC CORP 0.8%
Value ($000) $10,796 Shares 128,834 Est. Cost $39.85 Unrealized +97.8%
PANW PALO ALTO NETWORKS INC 0.8%
Value ($000) $10,496 Shares 30,707 Est. Cost $83.99 Unrealized +100.4%
TT TRANE TECHNOLOGIES 0.7%
Value ($000) $10,341 Shares 26,601 Est. Cost $106.16 Unrealized +223.2%
TXN TEXAS INSTRS INC COM 0.7%
Value ($000) $10,027 Shares 48,538 Est. Cost $76.27 Unrealized +153.0%
EW EDWARDS LIFESCIENCES CORP COM 0.7%
Value ($000) $9,391 Shares 142,307 Est. Cost $59.51 Unrealized +22.1%
HON HONEYWELL INTL INC 0.7%
Value ($000) $9,204 Shares 44,526 Est. Cost $105.09 Unrealized +79.2%
PNC PNC FINANCIAL SERVICES GROUP 0.6%
Value ($000) $8,838 Shares 47,814 Est. Cost $59.90 Unrealized +179.6%
NOC NORTHROP GRUMMAN CORP 0.6%
Value ($000) $8,764 Shares 16,596 Est. Cost $394.87 Unrealized +21.1%
AEP AMERICAN ELECTRIC POWER 0.6%
Value ($000) $8,516 Shares 82,998 Est. Cost $66.49 Unrealized +39.9%
STZ CONSTELLATION BRANDS INC - 0.6%
Value ($000) $8,393 Shares 32,569 Est. Cost $177.84 Unrealized +35.1%
SPY SPDR S&P 500 ETF TRUST 0.6%
Value ($000) $8,057 Shares 14,042 Est. Cost $440.00 Unrealized
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $7,904 Shares 199,190 Est. Cost $22.56 Unrealized +71.8%
APD AIR PRODUCTS AND CHEMICALS INC 0.5%
Value ($000) $7,651 Shares 25,698 Est. Cost $177.60 Unrealized +48.2%
GOOG ALPHABET INC 0.5%
Value ($000) $7,448 Shares 44,548 Est. Cost $107.11 Unrealized +57.1%
AMAT APPLIED MATERIALS INC COM 0.5%
Value ($000) $7,383 Shares 36,541 Est. Cost $118.94 Unrealized +70.1%
BA BOEING CO 0.5%
Value ($000) $7,266 Shares 47,788 Est. Cost $176.95 Unrealized -3.1%
CCI CROWN CASTLE INC 0.5%
Value ($000) $7,208 Shares 60,763 Est. Cost $94.52 Unrealized +7.9%
MRK MERCK & CO INC NEW 0.5%
Value ($000) $7,138 Shares 62,860 Est. Cost $41.57 Unrealized +171.7%
ORCL ORACLE CORP COM 0.5%
Value ($000) $6,866 Shares 40,292 Est. Cost $29.86 Unrealized +379.1%
RSG REPUBLIC SERVICES INC 0.5%
Value ($000) $6,617 Shares 32,946 Est. Cost $87.41 Unrealized +126.5%
VRT VERTIV HOLDINGS CO 0.4%
Value ($000) $6,038 Shares 60,691 Est. Cost $13.67 Unrealized +505.2%
MDLZ MONDELEZ INTERNATIONAL INC 0.4%
Value ($000) $5,987 Shares 81,273 Est. Cost $43.46 Unrealized +54.6%
ITW ILLINOIS TOOL 0.4%
Value ($000) $5,793 Shares 22,105 Est. Cost $49.85 Unrealized +376.0%
RTX RTX CORP 0.4%
Value ($000) $5,559 Shares 45,884 Est. Cost $69.07 Unrealized +60.8%
DIS DISNEY 0.4%
Value ($000) $5,557 Shares 57,776 Est. Cost $69.77 Unrealized +29.8%
CMS CMS ENERGY CORPORATION 0.4%
Value ($000) $5,522 Shares 78,178 Est. Cost $54.99 Unrealized +14.6%
AJG GALLAGHER ARTHUR J & CO COM 0.4%
Value ($000) $5,349 Shares 19,009 Est. Cost $110.38 Unrealized +152.4%
NOW SERVICENOW INC 0.4%
Value ($000) $5,075 Shares 5,674 Est. Cost $102.58 Unrealized +60.3%
MPC MARATHON PETROLEUM CORP 0.4%
Value ($000) $4,988 Shares 30,621 Est. Cost $66.48 Unrealized +146.6%
CMCSA COMCAST CORP 0.4%
Value ($000) $4,950 Shares 118,501 Est. Cost $33.18 Unrealized +13.8%
PLD PROLOGIS INC 0.3%
Value ($000) $4,862 Shares 38,499 Est. Cost $110.96 Unrealized +6.4%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $4,643 Shares 28,652 Est. Cost $85.54 Unrealized +78.5%
PSX PHILLIPS 66 0.3%
Value ($000) $4,341 Shares 33,021 Est. Cost $56.11 Unrealized +128.9%
CMI CUMMINS INC 0.3%
Value ($000) $4,191 Shares 12,945 Est. Cost $197.97 Unrealized +45.5%
AMGN AMGEN INC 0.3%
Value ($000) $4,177 Shares 12,965 Est. Cost $223.43 Unrealized +40.2%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $4,143 Shares 7,087 Est. Cost $173.17 Unrealized +198.2%
COP CONOCOPHILLIPS 0.3%
Value ($000) $4,116 Shares 39,099 Est. Cost $77.28 Unrealized +36.0%
LIN LINDE PLC 0.3%
Value ($000) $4,079 Shares 8,554 Est. Cost $326.41 Unrealized +37.2%
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $4,034 Shares 35,381 Est. Cost $85.70 Unrealized +24.9%
ADP AUTOMATIC DATA PROCESSING INC 0.3%
Value ($000) $4,021 Shares 14,530 Est. Cost $112.14 Unrealized +126.0%
TRI THOMSON REUTERS CORP 0.3%
Value ($000) $3,991 Shares 23,394 Est. Cost $122.38 Unrealized +32.2%
PEG PUBLIC SVC ENTERPRISE GRP INC 0.3%
Value ($000) $3,866 Shares 43,339 Est. Cost $35.98 Unrealized +112.2%
CSCO CISCO SYS INC 0.3%
Value ($000) $3,849 Shares 72,325 Est. Cost $23.16 Unrealized +102.0%
EMN EASTMAN CHEM CO COM 0.3%
Value ($000) $3,757 Shares 33,564 Est. Cost $85.85 Unrealized +9.7%
KNX KNIGHT - SWIFT TRANSPORTATION 0.3%
Value ($000) $3,564 Shares 66,053 Est. Cost $43.79 Unrealized +15.8%
IVOO VANGUARD 0.2%
Value ($000) $3,360 Shares 31,807 Est. Cost $115.94 Unrealized
SCHW SCHWAB (CHARLES) CORP COM 0.2%
Value ($000) $3,331 Shares 51,397 Est. Cost $67.88 Unrealized -4.9%
VO VANGUARD 0.2%
Value ($000) $3,302 Shares 12,514 Est. Cost $229.91 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $3,221 Shares 16,486 Est. Cost $177.29 Unrealized +2.3%
JCI JOHNSON CTLS INTL PLC NPV 0.2%
Value ($000) $3,178 Shares 40,946 Est. Cost $38.72 Unrealized +78.1%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $2,720 Shares 28,283 Est. Cost $58.26 Unrealized +45.2%
VIOO VANGUARD 0.2%
Value ($000) $2,641 Shares 24,415 Est. Cost $126.85 Unrealized
VLTO VERALTO CORP. 0.2%
Value ($000) $2,623 Shares 23,445 Est. Cost $85.12 Unrealized +23.4%
GILD GILEAD SCIENCES, INC. 0.2%
Value ($000) $2,498 Shares 29,800 Est. Cost $38.65 Unrealized +89.1%
WDAY WORKDAY INC - CLASS A 0.2%
Value ($000) $2,431 Shares 9,945 Est. Cost $226.16 Unrealized +4.4%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $2,423 Shares 14,250 Est. Cost $72.10 Unrealized +137.4%
GRMN GARMIN LTD 0.2%
Value ($000) $2,341 Shares 13,296 Est. Cost $89.80 Unrealized +88.0%
DE DEERE & CO 0.2%
Value ($000) $2,312 Shares 5,539 Est. Cost $369.25 Unrealized 0.0%
KDP KEURIG DR PEPPER INC 0.2%
Value ($000) $2,296 Shares 61,256 Est. Cost $31.67 Unrealized +6.2%
NDAQ NASDAQ INC 0.2%
Value ($000) $2,253 Shares 30,861 Est. Cost $56.25 Unrealized +19.2%
DEO DIAGEO PLC 0.2%
Value ($000) $2,221 Shares 15,826 Est. Cost $200.40 Unrealized
BLACKROCK INC 0.2%
Value ($000) $2,177 Shares 2,293 Est. Cost $687.27 Unrealized
PPG PPG 0.2%
Value ($000) $2,139 Shares 16,150 Est. Cost $129.28 Unrealized -5.6%
TFC TRUIST FINL CORP 0.1%
Value ($000) $2,026 Shares 47,366 Est. Cost $39.92 Unrealized -0.8%
TGT TARGET CORP 0.1%
Value ($000) $1,896 Shares 12,166 Est. Cost $109.59 Unrealized +28.7%
VST VISTRA ENERGY CORPORATION 0.1%
Value ($000) $1,786 Shares 15,068 Est. Cost $84.10 Unrealized 0.0%
ETR ENTERGY CORP 0.1%
Value ($000) $1,781 Shares 13,532 Est. Cost $43.19 Unrealized +31.1%
HPQ HP INC 0.1%
Value ($000) $1,693 Shares 47,195 Est. Cost $15.91 Unrealized +109.0%
CFR CULLEN/FROST BANKERS, INC. 0.1%
Value ($000) $1,658 Shares 14,824 Est. Cost $123.52 Unrealized -15.2%
DTE DTE ENERGY CO 0.1%
Value ($000) $1,579 Shares 12,299 Est. Cost $101.24 Unrealized +13.4%
BDX BECTON DICKINSON AND CO 0.1%
Value ($000) $1,572 Shares 6,520 Est. Cost $229.95 Unrealized -1.0%
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $1,567 Shares 65,431 Est. Cost $22.99 Unrealized +2.3%
VEA VANGUARD 0.1%
Value ($000) $1,502 Shares 28,442 Est. Cost $43.37 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $1,498 Shares 19,223 Est. Cost $68.15 Unrealized
GBCI GLACIER BANCORP INC 0.1%
Value ($000) $1,476 Shares 32,304 Est. Cost $46.02 Unrealized -10.2%
VIG VANGUARD 0.1%
Value ($000) $1,453 Shares 7,334 Est. Cost $155.38 Unrealized
XLE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,443 Shares 16,437 Est. Cost $43.06 Unrealized
KRE SPDR S&P 0.1%
Value ($000) $1,429 Shares 25,246 Est. Cost $56.60 Unrealized
FTV FORTIVE CORPORATION 0.1%
Value ($000) $1,379 Shares 17,470 Est. Cost $34.26 Unrealized +59.6%
ARISTA NETWORKS INC 0.1%
Value ($000) $1,363 Shares 3,552 Est. Cost $180.34 Unrealized
VB VANGUARD 0.1%
Value ($000) $1,345 Shares 5,668 Est. Cost $211.10 Unrealized
CPT CAMDEN PROPERTY TRUST 0.1%
Value ($000) $1,327 Shares 10,742 Est. Cost $107.63 Unrealized +4.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $1,316 Shares 14,773 Est. Cost $25.25 Unrealized +30.6%
AON AON CORPORATION 0.1%
Value ($000) $1,225 Shares 3,541 Est. Cost $191.46 Unrealized +69.4%
VWO VANGUARD 0.1%
Value ($000) $1,200 Shares 25,084 Est. Cost $42.37 Unrealized
VPU VANGUARD 0.1%
Value ($000) $1,199 Shares 6,891 Est. Cost $154.90 Unrealized
GD GENERAL DYNAMICS CORPORATION 0.1%
Value ($000) $1,163 Shares 3,848 Est. Cost $156.10 Unrealized +83.5%
HUN HUNTSMAN CORP 0.1%
Value ($000) $1,080 Shares 44,611 Est. Cost $28.29 Unrealized -21.6%
GPN GLOBAL PAYMENTS INC 0.1%
Value ($000) $1,036 Shares 10,113 Est. Cost $106.06 Unrealized -3.7%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $1,033 Shares 19,963 Est. Cost $48.28 Unrealized -9.6%
QUAL ISHARES MSCI 0.1%
Value ($000) $972 Shares 5,422 Est. Cost $135.66 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $940 Shares 3,088 Est. Cost $198.22 Unrealized +34.5%
MA MASTERCARD INC 0.1%
Value ($000) $939 Shares 1,902 Est. Cost $461.72 Unrealized 0.0%
GSLC GOLDMAN ACTIVEBETA US LC ETF 0.1%
Value ($000) $899 Shares 7,960 Est. Cost $82.12 Unrealized
MLM MARTIN MARIETTA MATERIALS, INC. 0.1%
Value ($000) $874 Shares 1,623 Est. Cost $146.74 Unrealized +265.4%
BMO BANK OF MONTREAL 0.1%
Value ($000) $844 Shares 9,360 Est. Cost $37.65 Unrealized +115.6%
GPC GENUINE PARTS COMPANY 0.1%
Value ($000) $841 Shares 6,019 Est. Cost $68.84 Unrealized +92.9%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $835 Shares 26,589 Est. Cost $42.15 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $827 Shares 2,866 Est. Cost $107.74 Unrealized +151.3%
DOW DOW INC 0.1%
Value ($000) $803 Shares 14,697 Est. Cost $36.82 Unrealized +30.2%
TSLA TESLA MOTORS INC 0.1%
Value ($000) $803 Shares 3,068 Est. Cost $235.04 Unrealized -3.0%
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $789 Shares 2,017 Est. Cost $157.13 Unrealized +115.5%
IWM ISHARES 0.1%
Value ($000) $752 Shares 3,406 Est. Cost $177.31 Unrealized
MSI MOTOROLA SOLUTIONS, INC 0.0%
Value ($000) $678 Shares 1,509 Est. Cost $241.40 Unrealized +70.1%
PFE PFIZER INC COM 0.0%
Value ($000) $647 Shares 22,372 Est. Cost $21.62 Unrealized +23.4%
CTVA CORTEVA INC 0.0%
Value ($000) $639 Shares 10,875 Est. Cost $25.05 Unrealized +114.8%
ILMN ILLUMINA, INC. 0.0%
Value ($000) $627 Shares 4,808 Est. Cost $285.79 Unrealized -56.8%
EFA ISHARES 0.0%
Value ($000) $611 Shares 7,310 Est. Cost $72.09 Unrealized
VEEV VEEVA SYSTEMS INC 0.0%
Value ($000) $565 Shares 2,690 Est. Cost $38.78 Unrealized +409.7%
NEE NEXTERA ENERGY 0.0%
Value ($000) $488 Shares 5,777 Est. Cost $74.44 Unrealized +0.6%
INGR INGREDION INCORPORATED 0.0%
Value ($000) $481 Shares 3,500 Est. Cost $70.28 Unrealized +81.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $425 Shares 1,633 Est. Cost $201.97 Unrealized -2.4%
TTD TRADE DESK INC/THE - CLASS A 0.0%
Value ($000) $413 Shares 3,763 Est. Cost $56.90 Unrealized +75.3%
XLK SELECT SECTOR SPDR FUND 0.0%
Value ($000) $321 Shares 1,423 Est. Cost $125.65 Unrealized
VYM VANGUARD 0.0%
Value ($000) $295 Shares 2,302 Est. Cost $120.99 Unrealized
ACWV ISHARES MSCI 0.0%
Value ($000) $286 Shares 2,500 Est. Cost $95.46 Unrealized
VRTX VERTEX PHARMACEUTICALS, INC. 0.0%
Value ($000) $286 Shares 614 Est. Cost $337.25 Unrealized +42.4%
WFC WELLS FARGO & COMPANY 0.0%
Value ($000) $280 Shares 4,951 Est. Cost $42.97 Unrealized +27.6%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $280 Shares 5,625 Est. Cost $33.67 Unrealized
CALF PACER 0.0%
Value ($000) $279 Shares 6,000 Est. Cost $41.70 Unrealized
DVY ISHARES 0.0%
Value ($000) $277 Shares 2,050 Est. Cost $114.15 Unrealized
RPM RPM INTERNATIONAL, INC 0.0%
Value ($000) $272 Shares 2,250 Est. Cost $82.18 Unrealized +40.8%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $268 Shares 2,584 Est. Cost $71.73 Unrealized +37.9%
COST COSTCO WHSL CORP 0.0%
Value ($000) $266 Shares 300 Est. Cost $706.75 Unrealized +22.0%
CPAY CORPAY INC 0.0%
Value ($000) $260 Shares 830 Est. Cost $286.94 Unrealized +2.4%
IR INGERSOLL-RAND INC 0.0%
Value ($000) $259 Shares 2,636 Est. Cost $58.97 Unrealized +57.4%
QQQ INVESCO 0.0%
Value ($000) $253 Shares 518 Est. Cost $447.41 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $233 Shares 2,127 Est. Cost $91.16 Unrealized +15.3%
HCA HCA HOLDINGS INC 0.0%
Value ($000) $213 Shares 524 Est. Cost $219.36 Unrealized +65.1%
BY BYLINE BANCORP INC 0.0%
Value ($000) $212 Shares 7,932 Est. Cost $25.84 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES 0.0%
Value ($000) $205 Shares 13,938 Est. Cost $11.12 Unrealized +20.8%
FSP FRANKLIN STREET PROPERTIES CORP 0.0%
Value ($000) $30 Shares 16,711 Est. Cost $13.19 Unrealized
MIRA MIRA PHARMACEUTICALS INC. 0.0%
Value ($000) $26 Shares 20,000 Est. Cost $1.09 Unrealized +46.9%