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CIK: 0000712534
Total reported value
$2.8B
$2.8B
406 檔
18.4%
The Q3 2024 SEC filing reveals that First Merchants CORP held a total portfolio value of $2.8B, covering 406 public equity positions.
In Q3 2024, First Merchants CORP displayed an active expansion posture, initiating 1 new positions and adding to 30 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including FMPW INST MONEY, VFIAX, SRBRX) accounted for 18.4% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 406 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Fmpw Inst Money | Stock-Other | 6.40% | -0.68% | +1.46% | |
| 2 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 4.33% | +0.18% | -2.11% | |
| 3 | SRBRX | Federated Shrt-intrm Ttl-r6 | Stock-Other | 3.53% | -0.19% | -2.64% | |
| 4 | FTRLX | Fed Herm Ttl Rtrn Bnd-r6 | Stock-Other | 3.46% | -0.31% | -3.74% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.27% | -0.14% | +0.25% | |
| 6 | VIMAX | Vanguard Mid Cap Index-adm | Stock-Other | 2.17% | +0.03% | +1.52% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.08% | +0.06% | -0.74% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.90% | +0.37% | -0.16% | |
| 9 | VFSUX | Vanguard S/t Invest Grd-adm | Stock-Other | 1.73% | -0.09% | -1.71% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | -0.07% | -1.39% | |
| 11 | VEIRX | Vanguard Equity Income-adm | Stock-Other | 1.48% | -0.03% | -2.49% | |
| 12 | FCNTX | Fidelity Contrafund | Stock-Other | 1.44% | +0.10% | -2.29% | |
| 13 | VBTLX | Vanguard Ttl Bd Mkt Idx-adm | Stock-Other | 1.38% | -0.09% | -0.49% | |
| 14 | NUSFX | Northern Ultra-shrt Fix Inc | Stock-Other | 1.35% | -0.04% | -1.61% | |
| 15 | SFNNX | Schwab Fndmnl Intl Lrg Comp | Stock-Other | 1.34% | +0.02% | +10.49% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.34% | +0.14% | +859.00% | |
| 17 | VSMAX | Vanguard Sml Cap Indx-adm | Stock-Other | 1.33% | +0.03% | +0.41% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.30% | +0.07% | -1.28% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | +0.27% | +0.17% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.16% | +0.30% | -0.99% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.07% | +0.14% | +1.20% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.00% | +0.36% | -0.90% | |
| 23 | ✓ | Franklin Electric | Stock-Other | 0.99% | +0.03% | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | +0.05% | +5.76% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.13% | -2.76% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.82% | — | +0.29% | |
| 27 | JMGRX | Janus Hndrsn Enterprise-i | Stock-Other | 0.81% | +0.08% | +0.68% | |
| 28 | FRME | First Merchants CORP | Stock-Other | 0.80% | +0.03% | -3.30% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.16% | -1.58% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.77% | +0.01% | +0.95% | |
| 31 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.75% | -0.05% | +0.64% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | +0.12% | +1.14% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | +0.02% | -1.35% | |
| 34 | VIGAX | Vanguard Growth Index-adm | Stock-Other | 0.73% | +0.02% | +0.22% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.71% | +0.01% | +4.83% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.23% | +2.29% | |
| 37 | VWILX | Vanguard Intl Growth-adm | Stock-Other | 0.70% | +0.07% | +4.60% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | +0.12% | +0.82% | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.70% | -0.08% | -0.54% | |
| 40 | WCMIX | Wcm Focused Intl Growth-inst | Stock-Other | 0.70% | +0.03% | -0.65% | |
| 41 | APH | Amphenol Corp-cl A | Stock-Tech | 0.65% | +0.25% | +0.92% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.63% | -0.15% | +1.70% | |
| 43 | MVCKX | Mfs Mid Cap Value Fund-r5 | Stock-Other | 0.62% | +0.04% | +4.67% | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.57% | +0.01% | -3.51% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | -0.05% | -0.33% | |
| 46 | DODIX | Dodge & Cox Income-i | Stock-Other | 0.55% | -0.12% | +3.11% | |
| 47 | VWIUX | Vanguard I/t Tax Exmpt-adm | Stock-Other | 0.55% | +0.08% | -1.40% | |
| 48 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.55% | — | -0.19% | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.54% | -0.09% | +3.63% | |
| 50 | ✓ | Grant County State | Stock-Other | 0.53% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Franklin Electric | +1% | NEW | New buy |
| 2 | BRO | Brown & Brown Inc | +0.3% | +182.64% | Add |
| 3 | HON | Honeywell International Inc | +0.2% | +72.56% | Add |
| 4 | SFNNX | Schwab Fndmnl Intl Lrg Comp | +0.1% | +10.49% | Add |
| 5 | VIMAX | Vanguard Mid Cap Index-adm | +0.1% | +1.52% | Add |
| 6 | WMT | Walmart Inc | +0.1% | +2.29% | Add |
| 7 | LOW | Lowe's Cos Inc | +0.1% | -0.54% | Trim |
| 8 | PZIEX | Pzena Emerg Mkts Val-inst | +0.1% | +33.24% | Add |
| 9 | GOTXX | Fed Her Gov Oblig Tax-mn-ins | +0.1% | +588.39% | Add |
| 10 | AAPL | Apple Inc | +0.1% | -0.74% | Trim |
| 11 | UNH | Unitedhealth Group Inc | +0.1% | +0.95% | Add |
| 12 | ACN | Accenture plc | +0.1% | +1.70% | Add |
| 13 | BLKCHF | Blackrock Inc | +0.1% | +4.14% | Add |
| 14 | LMT | Lockheed Martin CORP | +0.1% | +3.91% | Add |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +301.59% | Add |
| 16 | IVE | Ishares S&p 500 Value ETF | +0.1% | +4.83% | Add |
| 17 | MVCKX | Mfs Mid Cap Value Fund-r5 | +0.1% | +4.67% | Add |
| 18 | MFAIX | Msif International Adv-i | +0.1% | +5.93% | Add |
| 19 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +7.78% | Add |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +7.37% | Add |
| 21 | WCMEX | Wcm Focus Emrg Mrkt-inst | +0.1% | +17.17% | Add |
| 22 | PM | Philip Morris International | +0.1% | +106.00% | Add |
| 23 | VSMAX | Vanguard Sml Cap Indx-adm | 0% | +0.41% | Add |
| 24 | IJR | Ishares Core S&p Small-cap E | 0% | -1.28% | Trim |
| 25 | VWILX | Vanguard Intl Growth-adm | 0% | +4.60% | Add |
| 26 | ADP | Automatic Data Processing | 0% | -1.68% | Trim |
| 27 | FTNT | Fortinet Inc | 0% | -2.35% | Trim |
| 28 | NEE | Nextera Energy Inc | 0% | +1.02% | Add |
| 29 | SPGI | S&p Global Inc | 0% | +5.42% | Add |
| 30 | JMGRX | Janus Hndrsn Enterprise-i | 0% | +0.68% | Add |
| 31 | CB | Chubb Limited | 0% | -0.98% | Trim |
| 32 | DHR | Danaher CORP | 0% | +1.32% | Add |
| 33 | FRME | First Merchants CORP | 0% | -3.30% | Trim |
| 34 | VEIRX | Vanguard Equity Income-adm | — | -2.49% | Trim |
| 35 | SYK | Stryker CORP | — | +0.29% | Add |
| 36 | IVW | Ishares S&p 500 Growth ETF | — | +1.20% | Add |
| 37 | AGG | Ishares Core U.s. Aggregate | 0% | +0.25% | Add |
| 38 | VBTLX | Vanguard Ttl Bd Mkt Idx-adm | 0% | -0.49% | Trim |
| 39 | GPC | Genuine Parts Co | -0.1% | -84.20% | Trim |
| 40 | SCHW | Schwab (charles) CORP | -0.1% | -0.54% | Trim |
| 41 | MCHP | Microchip Technology Inc | -0.1% | -0.52% | Trim |
| 42 | VFIAX | Vanguard 500 Index-adm | -0.1% | -2.11% | Trim |
| 43 | EW | Edwards Lifesciences CORP | -0.1% | -2.12% | Trim |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -41.17% | Trim |
| 45 | MSFT | Microsoft CORP | -0.2% | -1.39% | Trim |
| 46 | LRCXEUR | Lam Research CORP | -0.2% | -0.19% | Trim |
| 47 | GOOGL | Alphabet Inc-cl A | -0.2% | +0.17% | Add |
| 48 | GGG | Graco Inc | -0.2% | -82.51% | Trim |
| 49 | ✓ | Fmpw Inst Money | -0.3% | +1.46% | Add |
| 50 | FELE | Franklin Electric Co Inc | -0.8% | EXIT | Sold out |
According to official SEC Form 13F filings, First Merchants CORP reported a total U.S. public equity portfolio value of $2.8B across 406 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
FRANKLIN ELECTRIC
市值: $26.0M
Top Position Liquidated / Trimmed
FELE
前期市值: $19.1M
During Q3 2024, First Merchants CORP's top holdings by market value included FMPW INST MONEY (6.4%)、VFIAX (4.3%)、SRBRX (3.5%). The largest single position, FMPW INST MONEY, represented 6.4% of total portfolio value.
In Q3 2024, First Merchants CORP made 50 total portfolio adjustments, initiating 1 new buys, adding to 30 positions, trimming 18 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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