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CIK: 0000712534
Total reported value
$3.0B
$3.0B
406 檔
17.7%
As reported in its official Q4 2024 Form 13F filing, First Merchants CORP's tracked investment portfolio stood at $3.0B with 406 total positions.
In Q4 2024, First Merchants CORP adopted a defensive or profit-taking posture, trimming 97 positions and completely liquidating 19 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including FMPW INST MONEY, VFIAX, FTRLX) accounted for 17.7% 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% | +8.46% | +26.98% | |
| 2 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 4.39% | -0.31% | -1.14% | |
| 3 | FTRLX | Fed Herm Ttl Rtrn Bnd-r6 | Stock-Other | 3.47% | -0.23% | +3.74% | |
| 4 | SRBRX | Federated Shrt-intrm Ttl-r6 | Stock-Other | 2.41% | -0.20% | -31.07% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.27% | -0.10% | +3.86% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.18% | +0.09% | -3.08% | |
| 7 | VIMAX | Vanguard Mid Cap Index-adm | Stock-Other | 2.17% | -0.30% | -0.62% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.77% | +0.40% | +9.33% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.77% | -0.29% | -2.49% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.67% | -0.11% | +0.30% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | -0.31% | +0.27% | |
| 12 | FCNTX | Fidelity Contrafund | Stock-Other | 1.39% | -0.04% | -3.33% | |
| 13 | NUSFX | Northern Ultra-shrt Fix Inc | Stock-Other | 1.37% | -0.09% | +0.57% | |
| 14 | VEIRX | Vanguard Equity Income-adm | Stock-Other | 1.34% | -0.08% | -2.43% | |
| 15 | VSMAX | Vanguard Sml Cap Indx-adm | Stock-Other | 1.33% | -0.16% | -2.22% | |
| 16 | BALL | Ball CORP | Stock-Consumer Disc | 1.31% | -0.03% | +1335.77% | |
| 17 | VBTLX | Vanguard Ttl Bd Mkt Idx-adm | Stock-Other | 1.31% | -0.04% | -1.90% | |
| 18 | SFNNX | Schwab Fndmnl Intl Lrg Comp | Stock-Other | 1.25% | -0.22% | +4.93% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.24% | -0.19% | -3.10% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.21% | -0.05% | -1.07% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.15% | -0.03% | +0.90% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | -0.06% | +0.57% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.06% | -0.08% | -0.07% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | -0.08% | +6.59% | |
| 25 | ✓ | Franklin Electric | Stock-Other | 0.93% | -0.23% | — | |
| 26 | FRME | First Merchants CORP | Stock-Other | 0.84% | -0.13% | -2.30% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.08% | -1.11% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 0.82% | -0.15% | -0.73% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | -0.05% | -1.23% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | +0.03% | -3.24% | |
| 31 | JMGRX | Janus Hndrsn Enterprise-i | Stock-Other | 0.77% | -0.16% | +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% | -0.02% | +0.03% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.11% | -11.73% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.70% | -0.03% | +1.69% | |
| 36 | APH | Amphenol Corp-cl A | Stock-Tech | 0.70% | -0.17% | -0.46% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.67% | — | +0.05% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.07% | -18.25% | |
| 39 | VFSUX | Vanguard S/t Invest Grd-adm | Stock-Other | 0.65% | -0.04% | -62.17% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.64% | -0.12% | -0.18% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.64% | +0.05% | +0.13% | |
| 42 | VWILX | Vanguard Intl Growth-adm | Stock-Other | 0.62% | -0.09% | +1.25% | |
| 43 | VWIUX | Vanguard I/t Tax Exmpt-adm | Stock-Other | 0.59% | -0.14% | +7.77% | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.58% | -0.10% | -1.12% | |
| 45 | WCMIX | Wcm Focused Intl Growth-inst | Stock-Other | 0.57% | -0.11% | -1.44% | |
| 46 | MVCKX | Mfs Mid Cap Value Fund-r5 | Stock-Other | 0.56% | -0.12% | +1.32% | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.56% | -0.07% | +7.97% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.55% | — | -0.64% | |
| 49 | ✓ | Grant County State | Stock-Other | 0.54% | -0.03% | — | |
| 50 | DODIX | Dodge & Cox Income-i | Stock-Other | 0.52% | -0.05% | -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 | VFIAX | Vanguard 500 Index-adm | +0.1% | -1.14% | Trim |
| 22 | SRINX | Columbia Sel CORP Inc-i | +0.1% | NEW | New buy |
| 23 | ✓ | +0.1% | NEW | New buy | |
| 24 | IYW | Ishares Ustechnology ETF | +0.1% | -1.07% | Trim |
| 25 | APH | Amphenol Corp-cl A | +0.1% | -0.46% | Trim |
| 26 | PM | Philip Morris International | 0% | +46.27% | Add |
| 27 | CFR | Cullen/frost Bankers Inc | 0% | +0.04% | Add |
| 28 | FRME | First Merchants CORP | 0% | -2.30% | Trim |
| 29 | VIGAX | Vanguard Growth Index-adm | 0% | -1.67% | Trim |
| 30 | HON | Honeywell International Inc | 0% | -0.62% | Trim |
| 31 | FUAMX | Fidelty Intrm Trsry Bnd Indx | 0% | +174.28% | Add |
| 32 | SCHW | Schwab (charles) CORP | 0% | -2.62% | Trim |
| 33 | FGTXX | Gldmn Schs Fin Sq Gv-fst | 0% | +8.91% | Add |
| 34 | VWIUX | Vanguard I/t Tax Exmpt-adm | 0% | +7.77% | Add |
| 35 | CSCO | Cisco Systems Inc | 0% | +5.05% | Add |
| 36 | XLY | Ss Consumer Disc Select Sect | 0% | -0.92% | Trim |
| 37 | ADP | Automatic Data Processing | 0% | -0.64% | Trim |
| 38 | XLE | Ss Energy Select Sector | 0% | +20.26% | Add |
| 39 | MO | Altria Group Inc | 0% | +56.11% | Add |
| 40 | IWP | Ishares Russell Mid-cap Grow | 0% | -0.83% | Trim |
| 41 | CPRT | Copart Inc | 0% | +0.11% | Add |
| 42 | META | Meta Platforms Inc-class A | 0% | +3.54% | Add |
| 43 | QQQ | Invesco Qqq Trust Series 1 | 0% | +105.58% | Add |
| 44 | DIS | Walt Disney Co/the | 0% | +1.28% | Add |
| 45 | AMP | Ameriprise Financial Inc | 0% | -4.84% | Trim |
| 46 | VEMAX | Vanguard Em Mkt Stk Ind-adm | 0% | +130.05% | Add |
| 47 | BIV | Vanguard Intermediate-term B | 0% | +7.97% | Add |
| 48 | INBK | First Internet Bancorp | 0% | NEW | New buy |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.32% | Add |
| 50 | TSLA | Tesla Inc | 0% | +7.46% | Add |
According to official SEC Form 13F filings, First Merchants CORP reported a total U.S. public equity portfolio value of $3.0B 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 195 total portfolio adjustments, initiating 20 new buys, adding to 59 positions, trimming 97 holdings, and fully liquidating 19 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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