FIRST AMERICAN BANK Diversified Active

CIK: 0001291422 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 22, 2025

Total Value ($000): $1,351,877 (100.0% shares, 0.0% debt)

Holdings (165)

AAPL APPLE INC. 10.7%
Value ($000) $144,888 Shares 652,266 Est. Cost $83.75 Unrealized +175.5%
MSFT MICROSOFT CORP COM 5.5%
Value ($000) $74,765 Shares 199,165 Est. Cost $70.54 Unrealized +474.2%
AVGO BROADCOM INC 4.4%
Value ($000) $59,806 Shares 357,201 Est. Cost $143.87 Unrealized +45.8%
PEP PEPSICO INC COM 3.6%
Value ($000) $48,567 Shares 323,911 Est. Cost $58.31 Unrealized +146.1%
AMZN AMAZON.COM INC. 3.4%
Value ($000) $46,388 Shares 243,816 Est. Cost $124.76 Unrealized +73.9%
LLY ELI LILLY & CO 3.3%
Value ($000) $45,178 Shares 54,701 Est. Cost $102.04 Unrealized +710.1%
GOOGL ALPHABET INC 3.2%
Value ($000) $43,544 Shares 281,584 Est. Cost $107.17 Unrealized +68.6%
V VISA INC. 3.1%
Value ($000) $42,425 Shares 121,054 Est. Cost $210.70 Unrealized +59.6%
NVDA NVIDIA CORPORATION 3.0%
Value ($000) $40,537 Shares 374,028 Est. Cost $93.69 Unrealized +35.2%
JPM JP MORGAN CHASE & CO 2.3%
Value ($000) $31,211 Shares 127,237 Est. Cost $73.38 Unrealized +241.9%
ABBV ABBVIE INC 1.8%
Value ($000) $24,990 Shares 119,272 Est. Cost $65.89 Unrealized +187.4%
META META PLATFORMS INC 1.8%
Value ($000) $24,162 Shares 41,921 Est. Cost $220.50 Unrealized +191.7%
PG PROCTER & GAMBLE 1.7%
Value ($000) $22,883 Shares 134,272 Est. Cost $70.50 Unrealized +132.6%
UNH UNITED HEALTH GROUP INC 1.7%
Value ($000) $22,400 Shares 42,768 Est. Cost $252.51 Unrealized +97.8%
GS GOLDMAN SACHS GROUP INC 1.5%
Value ($000) $20,874 Shares 38,210 Est. Cost $194.19 Unrealized +204.2%
CTAS CINTAS CORPORATION 1.5%
Value ($000) $20,024 Shares 97,424 Est. Cost $150.35 Unrealized +31.5%
HD HOME DEPOT INC 1.5%
Value ($000) $19,760 Shares 53,918 Est. Cost $154.90 Unrealized +145.8%
BRK/B BERKSHIRE HATHAWAY INC 1.4%
Value ($000) $18,672 Shares 35,059 Est. Cost $196.72 Unrealized +147.1%
ACN ACCENTURE PLC-CL A 1.4%
Value ($000) $18,626 Shares 59,690 Est. Cost $106.13 Unrealized +229.3%
XOM EXXON MOBIL CORP COM 1.3%
Value ($000) $18,013 Shares 151,461 Est. Cost $56.76 Unrealized +88.9%
TJX TJX COMPANIES INC 1.2%
Value ($000) $16,190 Shares 132,919 Est. Cost $63.36 Unrealized +89.6%
DHR DANAHER CORPORATION 1.2%
Value ($000) $15,933 Shares 77,724 Est. Cost $243.78 Unrealized -11.0%
WMT WALMART INC 1.2%
Value ($000) $15,815 Shares 180,148 Est. Cost $46.79 Unrealized +98.7%
MRSH MARSH & MCLENNAN COS INC 1.1%
Value ($000) $14,798 Shares 60,642 Est. Cost $74.80 Unrealized +198.6%
LOW LOWES COS INC 1.1%
Value ($000) $14,737 Shares 63,186 Est. Cost $32.80 Unrealized +637.9%
TMO THERMO FISHER SCIENTIFIC 1.1%
Value ($000) $14,732 Shares 29,607 Est. Cost $234.35 Unrealized +130.3%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $14,350 Shares 85,779 Est. Cost $81.45 Unrealized +84.7%
ETN EATON CORP PLC 1.0%
Value ($000) $13,746 Shares 50,569 Est. Cost $89.14 Unrealized +246.1%
ICE INTERCONTINENTAL EXCHANGE INC 1.0%
Value ($000) $13,167 Shares 76,332 Est. Cost $77.16 Unrealized +110.1%
VOO VANGUARD 1.0%
Value ($000) $13,130 Shares 25,550 Est. Cost $348.70 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.9%
Value ($000) $12,795 Shares 126,838 Est. Cost $40.34 Unrealized +149.6%
MAR MARRIOTT INTL INC CL A 0.9%
Value ($000) $12,512 Shares 52,527 Est. Cost $93.58 Unrealized +187.9%
ADI ANALOG DEVICES, INC. 0.9%
Value ($000) $11,598 Shares 57,508 Est. Cost $133.78 Unrealized +59.2%
UNP UNION PAC CORP COM 0.8%
Value ($000) $11,235 Shares 47,558 Est. Cost $89.96 Unrealized +161.9%
PANW PALO ALTO NETWORKS INC 0.8%
Value ($000) $10,472 Shares 61,370 Est. Cost $136.75 Unrealized +35.2%
EW EDWARDS LIFESCIENCES CORP COM 0.8%
Value ($000) $10,378 Shares 143,179 Est. Cost $59.67 Unrealized +19.9%
AEP AMERICAN ELECTRIC POWER 0.7%
Value ($000) $9,448 Shares 86,469 Est. Cost $67.70 Unrealized +45.4%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $9,157 Shares 219,438 Est. Cost $24.31 Unrealized +79.5%
TT TRANE TECHNOLOGIES 0.7%
Value ($000) $9,035 Shares 26,817 Est. Cost $109.32 Unrealized +228.4%
TXN TEXAS INSTRS INC COM 0.6%
Value ($000) $8,755 Shares 48,719 Est. Cost $76.27 Unrealized +138.9%
BA BOEING CO 0.6%
Value ($000) $8,705 Shares 51,038 Est. Cost $176.43 Unrealized -1.9%
NOC NORTHROP GRUMMAN CORP 0.6%
Value ($000) $8,662 Shares 16,917 Est. Cost $394.87 Unrealized +19.0%
PNC PNC FINANCIAL SERVICES GROUP 0.6%
Value ($000) $8,410 Shares 47,848 Est. Cost $59.90 Unrealized +206.0%
HON HONEYWELL INTL INC 0.6%
Value ($000) $8,393 Shares 39,635 Est. Cost $105.09 Unrealized +88.8%
RSG REPUBLIC SERVICES INC 0.6%
Value ($000) $8,301 Shares 34,280 Est. Cost $92.18 Unrealized +140.7%
SPY SPDR S&P 500 ETF TRUST 0.6%
Value ($000) $8,045 Shares 14,382 Est. Cost $444.85 Unrealized
APD AIR PRODUCTS AND CHEMICALS INC 0.6%
Value ($000) $7,762 Shares 26,318 Est. Cost $180.54 Unrealized +66.4%
GOOG ALPHABET INC 0.5%
Value ($000) $6,918 Shares 44,280 Est. Cost $107.11 Unrealized +70.4%
AJG GALLAGHER ARTHUR J & CO COM 0.5%
Value ($000) $6,624 Shares 19,188 Est. Cost $110.38 Unrealized +183.9%
CCI CROWN CASTLE INC 0.5%
Value ($000) $6,346 Shares 60,886 Est. Cost $94.57 Unrealized -5.8%
RTX RTX CORP 0.5%
Value ($000) $6,171 Shares 46,591 Est. Cost $69.83 Unrealized +78.7%
CMS CMS ENERGY CORPORATION 0.4%
Value ($000) $6,058 Shares 80,649 Est. Cost $55.23 Unrealized +23.2%
DIS DISNEY 0.4%
Value ($000) $5,700 Shares 57,751 Est. Cost $69.77 Unrealized +52.3%
ORCL ORACLE CORP COM 0.4%
Value ($000) $5,633 Shares 40,292 Est. Cost $29.86 Unrealized +441.1%
MRK MERCK & CO INC NEW 0.4%
Value ($000) $5,537 Shares 61,682 Est. Cost $41.57 Unrealized +116.8%
ITW ILLINOIS TOOL 0.4%
Value ($000) $5,481 Shares 22,098 Est. Cost $49.85 Unrealized +402.9%
AMAT APPLIED MATERIALS INC COM 0.4%
Value ($000) $5,375 Shares 37,035 Est. Cost $118.94 Unrealized +40.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.4%
Value ($000) $5,136 Shares 75,698 Est. Cost $43.46 Unrealized +37.5%
VRT VERTIV HOLDINGS CO 0.4%
Value ($000) $5,062 Shares 70,114 Est. Cost $26.41 Unrealized +302.4%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $4,941 Shares 29,793 Est. Cost $87.96 Unrealized +73.3%
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $4,697 Shares 35,409 Est. Cost $85.70 Unrealized +46.4%
NOW SERVICENOW INC 0.3%
Value ($000) $4,668 Shares 5,863 Est. Cost $105.65 Unrealized +82.4%
CSCO CISCO SYS INC 0.3%
Value ($000) $4,498 Shares 72,887 Est. Cost $23.16 Unrealized +159.5%
LIN LINDE PLC 0.3%
Value ($000) $4,494 Shares 9,651 Est. Cost $340.23 Unrealized +30.7%
MPC MARATHON PETROLEUM CORP 0.3%
Value ($000) $4,450 Shares 30,541 Est. Cost $66.48 Unrealized +118.4%
PLD PROLOGIS INC 0.3%
Value ($000) $4,427 Shares 39,600 Est. Cost $110.96 Unrealized +0.8%
ADP AUTOMATIC DATA PROCESSING INC 0.3%
Value ($000) $4,367 Shares 14,294 Est. Cost $112.14 Unrealized +163.4%
CMI CUMMINS INC 0.3%
Value ($000) $4,277 Shares 13,644 Est. Cost $205.45 Unrealized +68.5%
TRI THOMSON REUTERS CORP 0.3%
Value ($000) $4,170 Shares 24,132 Est. Cost $123.68 Unrealized +34.7%
SCHW SCHWAB (CHARLES) CORP COM 0.3%
Value ($000) $4,136 Shares 52,842 Est. Cost $68.03 Unrealized +14.2%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $3,749 Shares 8,393 Est. Cost $216.67 Unrealized +106.9%
PSX PHILLIPS 66 0.3%
Value ($000) $3,737 Shares 30,261 Est. Cost $56.11 Unrealized +112.6%
VO VANGUARD 0.3%
Value ($000) $3,624 Shares 14,013 Est. Cost $233.17 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC 0.3%
Value ($000) $3,609 Shares 43,846 Est. Cost $35.98 Unrealized +125.1%
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $3,567 Shares 32,729 Est. Cost $63.68 Unrealized +55.8%
IVOO VANGUARD 0.3%
Value ($000) $3,440 Shares 34,852 Est. Cost $115.04 Unrealized
GILD GILEAD SCIENCES, INC. 0.2%
Value ($000) $3,335 Shares 29,762 Est. Cost $38.65 Unrealized +160.1%
JCI JOHNSON CTLS INTL PLC NPV 0.2%
Value ($000) $3,313 Shares 41,355 Est. Cost $38.72 Unrealized +110.7%
ETR ENTERGY CORP 0.2%
Value ($000) $3,087 Shares 36,106 Est. Cost $62.47 Unrealized +28.8%
EMN EASTMAN CHEM CO COM 0.2%
Value ($000) $2,948 Shares 33,455 Est. Cost $86.06 Unrealized +5.0%
DE DEERE & CO 0.2%
Value ($000) $2,925 Shares 6,231 Est. Cost $375.71 Unrealized +22.8%
GRMN GARMIN LTD 0.2%
Value ($000) $2,923 Shares 13,463 Est. Cost $89.80 Unrealized +137.0%
KRE SPDR S&P 0.2%
Value ($000) $2,865 Shares 50,389 Est. Cost $58.41 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $2,698 Shares 16,387 Est. Cost $177.29 Unrealized -7.2%
EXE EXPAND ENERGY CORP 0.2%
Value ($000) $2,584 Shares 23,210 Est. Cost $93.76 Unrealized +7.7%
USFD US FOODS HOLDING CORP 0.2%
Value ($000) $2,520 Shares 38,499 Est. Cost $68.34 Unrealized 0.0%
NDAQ NASDAQ INC 0.2%
Value ($000) $2,474 Shares 32,618 Est. Cost $57.38 Unrealized +35.6%
MA MASTERCARD INC 0.2%
Value ($000) $2,355 Shares 4,296 Est. Cost $505.14 Unrealized +7.3%
WDAY WORKDAY INC - CLASS A 0.2%
Value ($000) $2,334 Shares 9,996 Est. Cost $226.58 Unrealized +12.6%
VIOO VANGUARD 0.2%
Value ($000) $2,321 Shares 24,045 Est. Cost $126.85 Unrealized
VST VISTRA ENERGY CORPORATION 0.2%
Value ($000) $2,251 Shares 19,171 Est. Cost $95.79 Unrealized +55.1%
KNX KNIGHT - SWIFT TRANSPORTATION 0.2%
Value ($000) $2,216 Shares 50,948 Est. Cost $43.97 Unrealized +15.6%
BLK BLACKROCK, INC. 0.2%
Value ($000) $2,211 Shares 2,336 Est. Cost $990.69 Unrealized -2.9%
BDX BECTON DICKINSON AND CO 0.2%
Value ($000) $2,102 Shares 9,177 Est. Cost $229.05 Unrealized -0.7%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $2,061 Shares 13,415 Est. Cost $72.10 Unrealized +121.5%
KDP KEURIG DR PEPPER INC 0.2%
Value ($000) $2,038 Shares 59,564 Est. Cost $31.67 Unrealized -0.5%
SLB SCHLUMBERGER LTD COM 0.1%
Value ($000) $2,004 Shares 47,931 Est. Cost $40.08 Unrealized -0.5%
TFC TRUIST FINL CORP 0.1%
Value ($000) $1,983 Shares 48,197 Est. Cost $40.00 Unrealized +6.7%
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $1,960 Shares 67,830 Est. Cost $23.13 Unrealized +16.7%
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,870 Shares 17,808 Est. Cost $77.28 Unrealized +25.2%
CFR CULLEN/FROST BANKERS, INC. 0.1%
Value ($000) $1,854 Shares 14,809 Est. Cost $123.52 Unrealized +5.8%
AMGN AMGEN INC 0.1%
Value ($000) $1,846 Shares 5,926 Est. Cost $223.43 Unrealized +28.6%
DXCM DEXCOM INC 0.1%
Value ($000) $1,843 Shares 26,988 Est. Cost $74.24 Unrealized +9.9%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $1,807 Shares 24,586 Est. Cost $68.96 Unrealized
VPU VANGUARD 0.1%
Value ($000) $1,799 Shares 10,531 Est. Cost $160.10 Unrealized
XLE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,780 Shares 19,050 Est. Cost $57.42 Unrealized
HOLX HOLOGIC, INC. 0.1%
Value ($000) $1,758 Shares 28,460 Est. Cost $66.26 Unrealized 0.0%
DTE DTE ENERGY CO 0.1%
Value ($000) $1,701 Shares 12,304 Est. Cost $101.24 Unrealized +22.1%
VB VANGUARD 0.1%
Value ($000) $1,496 Shares 6,747 Est. Cost $213.74 Unrealized
GBCI GLACIER BANCORP INC 0.1%
Value ($000) $1,458 Shares 32,976 Est. Cost $46.03 Unrealized +1.5%
VIG VANGUARD 0.1%
Value ($000) $1,423 Shares 7,334 Est. Cost $155.38 Unrealized
AON AON CORPORATION 0.1%
Value ($000) $1,413 Shares 3,540 Est. Cost $191.46 Unrealized +99.3%
VLTO VERALTO CORP. 0.1%
Value ($000) $1,380 Shares 14,158 Est. Cost $85.12 Unrealized +16.7%
GTLS CHART INDUSTRIES INC 0.1%
Value ($000) $1,333 Shares 9,232 Est. Cost $184.15 Unrealized 0.0%
CPT CAMDEN PROPERTY TRUST 0.1%
Value ($000) $1,323 Shares 10,819 Est. Cost $107.63 Unrealized +5.2%
HPQ HP INC 0.1%
Value ($000) $1,310 Shares 47,300 Est. Cost $15.91 Unrealized +90.8%
FTV FORTIVE CORPORATION 0.1%
Value ($000) $1,278 Shares 17,470 Est. Cost $34.26 Unrealized +70.7%
VEA VANGUARD 0.1%
Value ($000) $1,263 Shares 24,856 Est. Cost $43.58 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $1,217 Shares 19,951 Est. Cost $48.28 Unrealized +14.9%
GD GENERAL DYNAMICS CORPORATION 0.1%
Value ($000) $1,140 Shares 4,181 Est. Cost $165.20 Unrealized +54.8%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $1,122 Shares 14,478 Est. Cost $102.82 Unrealized -1.4%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $1,112 Shares 14,887 Est. Cost $25.25 Unrealized +26.3%
VWO VANGUARD 0.1%
Value ($000) $999 Shares 22,068 Est. Cost $42.37 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $960 Shares 3,074 Est. Cost $198.22 Unrealized +47.8%
MLM MARTIN MARIETTA MATERIALS, INC. 0.1%
Value ($000) $940 Shares 1,966 Est. Cost $218.72 Unrealized +131.0%
BMO BANK OF MONTREAL 0.1%
Value ($000) $894 Shares 9,360 Est. Cost $37.65 Unrealized +156.0%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $877 Shares 25,948 Est. Cost $42.15 Unrealized
GSLC GOLDMAN ACTIVEBETA US LC ETF 0.1%
Value ($000) $876 Shares 7,960 Est. Cost $82.12 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $869 Shares 2,878 Est. Cost $107.74 Unrealized +156.4%
QUAL ISHARES MSCI 0.1%
Value ($000) $866 Shares 5,069 Est. Cost $135.66 Unrealized
SGOV ISHARES TRUST 0.1%
Value ($000) $810 Shares 8,042 Est. Cost $100.67 Unrealized
TSLA TESLA MOTORS INC 0.1%
Value ($000) $770 Shares 2,973 Est. Cost $235.04 Unrealized +41.8%
GPC GENUINE PARTS COMPANY 0.1%
Value ($000) $717 Shares 6,019 Est. Cost $68.84 Unrealized +69.7%
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $696 Shares 2,109 Est. Cost $165.63 Unrealized +112.5%
CTVA CORTEVA INC 0.1%
Value ($000) $692 Shares 10,989 Est. Cost $25.40 Unrealized +141.2%
IWM ISHARES 0.1%
Value ($000) $690 Shares 3,459 Est. Cost $177.56 Unrealized
VEEV VEEVA SYSTEMS INC 0.0%
Value ($000) $623 Shares 2,690 Est. Cost $38.78 Unrealized +489.2%
EFA ISHARES 0.0%
Value ($000) $597 Shares 7,310 Est. Cost $72.09 Unrealized
MSI MOTOROLA SOLUTIONS, INC 0.0%
Value ($000) $564 Shares 1,288 Est. Cost $241.40 Unrealized +82.9%
PFE PFIZER INC COM 0.0%
Value ($000) $559 Shares 22,046 Est. Cost $21.66 Unrealized +14.1%
COST COSTCO WHSL CORP 0.0%
Value ($000) $549 Shares 581 Est. Cost $811.17 Unrealized +19.7%
INGR INGREDION INCORPORATED 0.0%
Value ($000) $473 Shares 3,500 Est. Cost $70.28 Unrealized +87.9%
VONV VANGUARD 0.0%
Value ($000) $405 Shares 4,911 Est. Cost $82.54 Unrealized
NEE NEXTERA ENERGY 0.0%
Value ($000) $373 Shares 5,267 Est. Cost $74.48 Unrealized -7.8%
ILMN ILLUMINA, INC. 0.0%
Value ($000) $344 Shares 4,337 Est. Cost $285.79 Unrealized -62.1%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $332 Shares 5,625 Est. Cost $33.67 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $329 Shares 1,633 Est. Cost $204.61 Unrealized +30.3%
WFC WELLS FARGO & COMPANY 0.0%
Value ($000) $317 Shares 4,422 Est. Cost $44.27 Unrealized +66.5%
DOW DOW INC 0.0%
Value ($000) $312 Shares 8,926 Est. Cost $36.82 Unrealized -2.3%
VRTX VERTEX PHARMACEUTICALS, INC. 0.0%
Value ($000) $298 Shares 614 Est. Cost $337.25 Unrealized +38.2%
XLK SELECT SECTOR SPDR FUND 0.0%
Value ($000) $294 Shares 1,423 Est. Cost $125.65 Unrealized
ACWV ISHARES MSCI 0.0%
Value ($000) $291 Shares 2,500 Est. Cost $95.46 Unrealized
CPAY CORPAY INC 0.0%
Value ($000) $289 Shares 830 Est. Cost $286.94 Unrealized +25.9%
DVY ISHARES 0.0%
Value ($000) $275 Shares 2,050 Est. Cost $114.15 Unrealized
RPM RPM INTERNATIONAL, INC 0.0%
Value ($000) $260 Shares 2,250 Est. Cost $82.18 Unrealized +47.9%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $242 Shares 2,584 Est. Cost $71.73 Unrealized +22.4%
NFLX NETFLIX INC 0.0%
Value ($000) $237 Shares 254 Est. Cost $82.31 Unrealized +15.5%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $233 Shares 2,127 Est. Cost $91.16 Unrealized +30.3%
CALF PACER 0.0%
Value ($000) $225 Shares 6,000 Est. Cost $41.70 Unrealized
QQQ INVESCO 0.0%
Value ($000) $224 Shares 478 Est. Cost $447.41 Unrealized
IR INGERSOLL-RAND INC 0.0%
Value ($000) $211 Shares 2,636 Est. Cost $58.97 Unrealized +47.6%
HBAN HUNTINGTON BANCSHARES 0.0%
Value ($000) $209 Shares 13,938 Est. Cost $11.12 Unrealized +39.7%
BY BYLINE BANCORP INC 0.0%
Value ($000) $208 Shares 7,932 Est. Cost $25.84 Unrealized +7.0%
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) $20 Shares 20,000 Est. Cost $1.09 Unrealized +5.0%