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CIK: 0000712534
Total reported value
$2.8B
$2.8B
406 檔
19.0%
As reported in its official Q4 2024 Form 13F filing, First Merchants CORP's tracked investment portfolio stood at $2.8B with 406 total positions.
First Merchants CORP executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 3 holdings and trimming 24 positions.
In terms of portfolio concentration, the top 5 core holdings (including FMPW INST MONEY, VFIAX, FTRLX) accounted for 19.0% of total reported equity market value during Q4 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 | 8.18% | -0.68% | +26.98% | |
| 2 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 4.39% | +0.18% | -1.14% | |
| 3 | FTRLX | Fed Herm Ttl Rtrn Bnd-r6 | Stock-Other | 3.47% | -0.31% | +3.74% | |
| 4 | SRBRX | Federated Shrt-intrm Ttl-r6 | Stock-Other | 2.41% | -0.19% | -31.07% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.27% | -0.14% | +3.86% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.18% | +0.06% | -3.08% | |
| 7 | VIMAX | Vanguard Mid Cap Index-adm | Stock-Other | 2.17% | +0.03% | -0.62% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.77% | -0.07% | +9.33% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.77% | +0.14% | -2.49% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.67% | +0.37% | +0.30% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | +0.27% | +0.27% | |
| 12 | FCNTX | Fidelity Contrafund | Stock-Other | 1.39% | +0.10% | -3.33% | |
| 13 | NUSFX | Northern Ultra-shrt Fix Inc | Stock-Other | 1.37% | -0.04% | +0.57% | |
| 14 | VEIRX | Vanguard Equity Income-adm | Stock-Other | 1.34% | -0.03% | -2.43% | |
| 15 | VSMAX | Vanguard Sml Cap Indx-adm | Stock-Other | 1.33% | +0.03% | -2.22% | |
| 16 | BALL | Ball CORP | Stock-Consumer Disc | 1.31% | -0.01% | +1335.77% | |
| 17 | VBTLX | Vanguard Ttl Bd Mkt Idx-adm | Stock-Other | 1.31% | -0.09% | -1.90% | |
| 18 | SFNNX | Schwab Fndmnl Intl Lrg Comp | Stock-Other | 1.25% | +0.02% | +4.93% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.24% | +0.07% | -3.10% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.21% | +0.30% | -1.07% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.15% | +0.14% | +0.90% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | +0.05% | +0.57% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.06% | +0.36% | -0.07% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.13% | +6.59% | |
| 25 | ✓ | Franklin Electric | Stock-Other | 0.93% | +0.03% | — | |
| 26 | FRME | First Merchants CORP | Stock-Other | 0.84% | +0.03% | -2.30% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | +0.12% | -1.11% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 0.82% | — | -0.73% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | +0.12% | -1.23% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | +0.02% | -3.24% | |
| 31 | JMGRX | Janus Hndrsn Enterprise-i | Stock-Other | 0.77% | +0.08% | +0.41% | |
| 32 | VIGAX | Vanguard Growth Index-adm | Stock-Other | 0.77% | +0.02% | -1.67% | |
| 33 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.76% | -0.05% | +0.03% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.23% | -11.73% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.70% | +0.01% | +1.69% | |
| 36 | APH | Amphenol Corp-cl A | Stock-Tech | 0.70% | +0.25% | -0.46% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.67% | +0.01% | +0.05% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.16% | -18.25% | |
| 39 | VFSUX | Vanguard S/t Invest Grd-adm | Stock-Other | 0.65% | -0.09% | -62.17% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.64% | -0.08% | -0.18% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.64% | -0.15% | +0.13% | |
| 42 | VWILX | Vanguard Intl Growth-adm | Stock-Other | 0.62% | +0.07% | +1.25% | |
| 43 | VWIUX | Vanguard I/t Tax Exmpt-adm | Stock-Other | 0.59% | +0.08% | +7.77% | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.58% | +0.01% | -1.12% | |
| 45 | WCMIX | Wcm Focused Intl Growth-inst | Stock-Other | 0.57% | +0.03% | -1.44% | |
| 46 | MVCKX | Mfs Mid Cap Value Fund-r5 | Stock-Other | 0.56% | +0.04% | +1.32% | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.56% | -0.09% | +7.97% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.55% | -0.02% | -0.64% | |
| 49 | ✓ | Grant County State | Stock-Other | 0.54% | -0.03% | — | |
| 50 | DODIX | Dodge & Cox Income-i | Stock-Other | 0.52% | -0.12% | -1.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Fmpw Inst Money | +1.8% | +26.98% | Add |
| 2 | BALL | Ball CORP | +1.2% | +1335.77% | Add |
| 3 | LRCX | Lam Research CORP | +0.5% | NEW | New buy |
| 4 | BLK | Blackrock Inc | +0.5% | NEW | New buy |
| 5 | AVGO | Broadcom Inc | +0.4% | -2.49% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.27% | Add |
| 7 | AMZN | Amazon.com Inc | +0.2% | +0.57% | Add |
| 8 | ZTS | Zoetis Inc | +0.1% | +946.40% | Add |
| 9 | CEG | Constellation Energy | +0.1% | NEW | New buy |
| 10 | MSFT | Microsoft CORP | +0.1% | +9.33% | Add |
| 11 | V | Visa Inc-class A Shares | +0.1% | -1.23% | Trim |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | -1.11% | Trim |
| 13 | AAPL | Apple Inc | +0.1% | -3.08% | Trim |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.59% | Add |
| 15 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +0.90% | Add |
| 16 | NOW | Servicenow Inc | +0.1% | +0.23% | Add |
| 17 | FTNT | Fortinet Inc | +0.1% | +0.12% | Add |
| 18 | VGT | Vanguard Info Tech ETF | +0.1% | -0.07% | Trim |
| 19 | BSV | Vanguard Short-term Bond ETF | +0.1% | +16.48% | Add |
| 20 | NVDA | Nvidia CORP | +0.1% | -3.24% | Trim |
| 21 | SRINX | Columbia Sel CORP Inc-i | +0.1% | NEW | New buy |
| 22 | CMCSA | Comcast Corp-class A | -0.1% | -6.00% | Trim |
| 23 | FCNTX | Fidelity Contrafund | -0.1% | -3.33% | Trim |
| 24 | ✓ | Franklin Electric | -0.1% | — | Unchanged |
| 25 | MVCKX | Mfs Mid Cap Value Fund-r5 | -0.1% | +1.32% | Add |
| 26 | JNJ | Johnson & Johnson | -0.1% | -4.03% | Trim |
| 27 | LOW | Lowe's Cos Inc | -0.1% | -0.18% | Trim |
| 28 | GOTXX | Fed Her Gov Oblig Tax-mn-ins | -0.1% | -52.98% | Trim |
| 29 | LMT | Lockheed Martin CORP | -0.1% | +0.44% | Add |
| 30 | IJR | Ishares Core S&p Small-cap E | -0.1% | -3.10% | Trim |
| 31 | NOMIX | Northern Mid Cap Index | -0.1% | -3.72% | Trim |
| 32 | ✓ | Columbia CORP Inc | -0.1% | EXIT | Sold out |
| 33 | VBTLX | Vanguard Ttl Bd Mkt Idx-adm | -0.1% | -1.90% | Trim |
| 34 | VWILX | Vanguard Intl Growth-adm | -0.1% | +1.25% | Add |
| 35 | SFNNX | Schwab Fndmnl Intl Lrg Comp | -0.1% | +4.93% | Add |
| 36 | DHR | Danaher CORP | -0.1% | -3.06% | Trim |
| 37 | UNH | Unitedhealth Group Inc | -0.1% | +0.05% | Add |
| 38 | ✓ | Roy Hotel Partners | -0.1% | — | Unchanged |
| 39 | COST | Costco Wholesale CORP | -0.1% | -18.25% | Trim |
| 40 | LNT | Alliant Energy CORP | -0.1% | -70.23% | Trim |
| 41 | WCMIX | Wcm Focused Intl Growth-inst | -0.1% | -1.44% | Trim |
| 42 | VEIRX | Vanguard Equity Income-adm | -0.1% | -2.43% | Trim |
| 43 | EW | Edwards Lifesciences CORP | -0.2% | -85.28% | Trim |
| 44 | PEP | Pepsico Inc | -0.2% | -23.27% | Trim |
| 45 | LLY | Eli Lilly & Co | -0.2% | +0.30% | Add |
| 46 | MCHP | Microchip Technology Inc | -0.3% | -79.20% | Trim |
| 47 | BLKCHF | Blackrock Inc | -0.5% | EXIT | Sold out |
| 48 | LRCXEUR | Lam Research CORP | -0.6% | EXIT | Sold out |
| 49 | VFSUX | Vanguard S/t Invest Grd-adm | -1.1% | -62.17% | Trim |
| 50 | SRBRX | Federated Shrt-intrm Ttl-r6 | -1.1% | -31.07% | Trim |
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 Q4 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
LRCX
市值: $13.1M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $14.3M
During Q4 2024, First Merchants CORP's top holdings by market value included FMPW INST MONEY (8.2%)、VFIAX (4.4%)、FTRLX (3.5%). The largest single position, FMPW INST MONEY, represented 8.2% of total portfolio value.
In Q4 2024, First Merchants CORP made 48 total portfolio adjustments, initiating 4 new buys, adding to 17 positions, trimming 24 holdings, and fully liquidating 3 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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