The Analysis of FIRST MERCHANTS CORP's Holdings


Currently, FIRST MERCHANTS CORP holds 370 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in N/A (+8.7M shares, valued at $8.7M), NOW (+36.9K shares, valued at $5.7M), XLK (+32.8K shares, valued at $4.7M); decreased their positions in N/A (-15.0K shares, valued at $5.2M), N/A (-4.5K shares, valued at $4.7M), CMCSA (-98.6K shares, valued at $2.9M); initiated new positions in EVV (+51.0K shares, valued at $505.4K), JPC (+51.6K shares, valued at $418.8K), N/A (+33.4K shares, valued at $408.1K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
FMPW INST MONEY FMPW INST MONEY207.9M shares4.35%2025-12-312026-01-12history
VANGUARD 500 INDEX A VANGUARD 500 INDEX A213.7K shares0.83%2025-12-312026-01-12history
FED TTL RET BD CL R6 FED TTL RET BD CL R69.6M shares4.98%2025-12-312026-01-12history
FED SH INTRM TTL BD FED SH INTRM TTL BD8.9M shares5.19%2025-12-312026-01-12history
VANGUARD MID-CAP AD VANGUARD MID-CAP AD181.1K shares2.33%2025-12-312026-01-12history
BSV VANGUARD SHORT TERM809.3K shares3.96%2025-12-312026-01-12history
ALPHABET CL A ALPHABET CL A187.2K shares-3.12%2025-12-312026-01-12history
AAPL APPLE INC203.5K shares-1.58%2025-12-312026-01-12history
Sponsored
LLY LILLY ELI & CO, COM50.5K shares-0.34%2025-12-312026-01-12history
BROADCOM INC NPV BROADCOM INC NPV149.6K shares-9.13%2025-12-312026-01-12history
MSFT MICROSOFT CORP105.2K shares2.53%2025-12-312026-01-12history
SCHWAB FDMTL INTL LC SCHWAB FDMTL INTL LC3.4M shares3.66%2025-12-312026-01-12history
FIDELITY CONTRAFUND FIDELITY CONTRAFUND1.5M shares-5.11%2025-12-312026-01-12history
VANGUARD EQUITY VANGUARD EQUITY392.2K shares0.43%2025-12-312026-01-12history
VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF56.3K shares4.05%2025-12-312026-01-12history
IYW TECH ISHARES ETF170.1K shares-1.06%2025-12-312026-01-12history
Sponsored
IVW S&P 500 GR ISHR261.3K shares-1.81%2025-12-312026-01-12history
AGG AGGREGATE BOND ISHR320.0K shares-2.78%2025-12-312026-01-12history
NORTH ULT-SH FIX INC NORTH ULT-SH FIX INC3.1M shares2.39%2025-12-312026-01-12history
NVDA NVIDIA CORP167.8K shares5.34%2025-12-312026-01-12history
AMZN AMAZON130.9K shares2.43%2025-12-312026-01-12history
VGT VG INFO TECH ETF39.0K shares4.38%2025-12-312026-01-12history
VANGUARD SHORT TERM VANGUARD SHORT TERM2.8M shares2.23%2025-12-312026-01-12history
APH AMPHENOL CORPORATION208.7K shares-8.45%2025-12-312026-01-12history
Sponsored
IJR S&P S/C 600 CR ISHR218.2K shares-2.41%2025-12-312026-01-12history
JPM J P MORGAN CHASE80.7K shares-0.75%2025-12-312026-01-12history
JANUS ENTERPRISE JANUS ENTERPRISE181.4K shares7.19%2025-12-312026-01-12history
VANGUARD SMALLCAP AD VANGUARD SMALLCAP AD200.2K shares-4.36%2025-12-312026-01-12history
LAM RESEARCH LAM RESEARCH138.0K shares-0.95%2025-12-312026-01-12history
BIV VAN INTER-TERM293.7K shares1.54%2025-12-312026-01-12history
VANGUARD INTL GR ADM VANGUARD INTL GR ADM197.2K shares7.15%2025-12-312026-01-12history
V VISA61.5K shares0.59%2025-12-312026-01-12history
Sponsored
MFS MIDCAP VALUE R6 MFS MIDCAP VALUE R6679.3K shares9.96%2025-12-312026-01-12history
FRME FIRST MERCHANTS CORP534.7K shares-0.93%2025-12-312026-01-12history
SYK STRYKER CORP56.2K shares0.31%2025-12-312026-01-12history
WMT WAL MART STORES INC176.6K shares1.03%2025-12-312026-01-12history
PZENA EMERGING MKT PZENA EMERGING MKT1.3M shares9.19%2025-12-312026-01-12history
IVE S&P 500 VAL ISHR86.8K shares1.11%2025-12-312026-01-12history
VANGUARD GRW IND ADM VANGUARD GRW IND ADM72.1K shares-5.44%2025-12-312026-01-12history
AVUV AVANTIS US SMALL CAP175.1K shares12.70%2025-12-312026-01-12history
Sponsored
VANGUARD TAX EXEMPT VANGUARD TAX EXEMPT1.3M shares9.04%2025-12-312026-01-12history
MORGAN STANLEY INTL MORGAN STANLEY INTL619.2K shares6.59%2025-12-312026-01-12history
TJX TJX COS INC105.5K shares0.94%2025-12-312026-01-12history
VANGUARD TOTAL BOND VANGUARD TOTAL BOND1.7M shares0.36%2025-12-312026-01-12history
WCM FOCUSED INTL GR WCM FOCUSED INTL GR638.5K shares0.49%2025-12-312026-01-12history
LOW LOWE'S COMPANIES63.6K shares0.88%2025-12-312026-01-12history
IEFA ISHARES TR CORE MSCI165.8K shares1.38%2025-12-312026-01-12history
COST COSTCO WHOLESALE16.9K shares0.52%2025-12-312026-01-12history
Sponsored
DODGE & COX INCOME DODGE & COX INCOME1.1M shares-2.72%2025-12-312026-01-12history
META META PLATFORMS INC21.5K shares13.25%2025-12-312026-01-12history
CB CHUBB LIMITED43.3K shares0.27%2025-12-312026-01-12history
JNJ JOHNSON & JOHNSON CO64.8K shares1.03%2025-12-312026-01-12history
VANGUARD S/T INV GR VANGUARD S/T INV GR1.3M shares-2.00%2025-12-312026-01-12history
ABBV ABBVIE56.3K shares0.63%2025-12-312026-01-12history
SPY S&P 500 SPDR18.8K shares1.09%2025-12-312026-01-12history
WCM FOCUSED EMRG MKT WCM FOCUSED EMRG MKT655.9K shares3.94%2025-12-312026-01-12history
Sponsored
IJJ S&P M/C 400 VAL ISHR95.4K shares-9.94%2025-12-312026-01-12history
GSY INVESCO242.7K shares-10.69%2025-12-312026-01-12history
BLACKROCK BLACKROCK11.3K shares1.43%2025-12-312026-01-12history
IJK S&P M/C 400 GR ISHR124.3K shares-10.32%2025-12-312026-01-12history
SCHW CHARLES SCHWAB CORP119.8K shares0.86%2025-12-312026-01-12history
ACCENTURE PLC ACCENTURE PLC44.3K shares5.69%2025-12-312026-01-12history
ADP AUTO DATA PROCESSING44.5K shares-0.98%2025-12-312026-01-12history
VANGUARD VALUE VANGUARD VALUE146.3K shares-3.38%2025-12-312026-01-12history
Sponsored
XLV HEALTHCARE SPDR68.4K shares9.26%2025-12-312026-01-12history
PG PROCTER & GAMBLE CO,69.2K shares14.10%2025-12-312026-01-12history
HON HONEYWELL INTL INC50.8K shares-0.23%2025-12-312026-01-12history
ORLY O'REILLY AUTO105.2K shares2.55%2025-12-312026-01-12history
FRANKLIN ELECTRIC FRANKLIN ELECTRIC100.0K shares0.00%2025-12-312026-01-12history
IWP RUSSEL MC GR IN ISH68.7K shares-0.49%2025-12-312026-01-12history
XLK TECHNOLOGY SEL ISH65.2K shares101.30%2025-12-312026-01-12history
MDY S&P 400 MID-CAP SPDR15.6K shares-0.81%2025-12-312026-01-12history
Sponsored
GRANT COUNTY STATE GRANT COUNTY STATE8.6K shares-34.22%2025-12-312026-01-12history
AZN ASTRAZENECA97.4K shares1.59%2025-12-312026-01-12history
VANGUARD LIMITED TAX VANGUARD LIMITED TAX807.3K shares10.82%2025-12-312026-01-12history
SPGI S&P GLOBAL16.6K shares19.69%2025-12-312026-01-12history
HD HOME DEPOT INC24.8K shares-0.84%2025-12-312026-01-12history
LINDE PLC LINDE PLC19.3K shares1.85%2025-12-312026-01-12history
NORTHERN MIDCAP NORTHERN MIDCAP395.3K shares-12.33%2025-12-312026-01-12history
VONV VANGUARD RUSSELL 1000 VALUE IND87.5K shares0.00%2025-12-312026-01-12history
Sponsored
AME AMETEK INC38.3K shares22.97%2025-12-312026-01-12history
DHR DANAHER CORP34.3K shares-1.79%2025-12-312026-01-12history
FTNT FORTINET95.0K shares2.27%2025-12-312026-01-12history
MCD MCDONALD'S CORP, COM24.6K shares0.83%2025-12-312026-01-12history
NEE NEXTERA ENERGY93.6K shares1.06%2025-12-312026-01-12history
BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY14.9K shares-1.03%2025-12-312026-01-12history
PEP PEPSICO INC51.3K shares-1.81%2025-12-312026-01-12history
VANGUARD HIGH DIV YD VANGUARD HIGH DIV YD169.8K shares-2.24%2025-12-312026-01-12history
Sponsored
BRO BROWN & BROWN90.7K shares-1.26%2025-12-312026-01-12history
RTX RAYTHEON TECH39.2K shares-1.25%2025-12-312026-01-12history
CMI CUMMINS INC14.1K shares-4.82%2025-12-312026-01-12history
GS FIN SQ GOVT GS FIN SQ GOVT7.1M shares-6.91%2025-12-312026-01-12history
NOW SERVICE NOW INC45.8K shares413.20%2025-12-312026-01-12history
XLY CONSUMER DISC SPDR56.5K shares98.58%2025-12-312026-01-12history
T ROWE PRICE DIVID T ROWE PRICE DIVID82.2K shares-9.50%2025-12-312026-01-12history
TXN TEXAS INSTRS INC38.6K shares0.67%2025-12-312026-01-12history
Sponsored
IWR RUSSELL MC IND ISH68.3K shares-0.80%2025-12-312026-01-12history
XOM EXXON MOBIL CORP54.3K shares-5.19%2025-12-312026-01-12history
VANGUARD INFOTEC IDX VANGUARD INFOTEC IDX16.5K shares-3.57%2025-12-312026-01-12history
BAE SYSTEMS PLC ADR BAE SYSTEMS PLC ADR67.6K shares3.58%2025-12-312026-01-12history
XLP CONSUMER STAPLE SPDR80.2K shares-0.23%2025-12-312026-01-12history
EOG EOG RESOURCES INC59.1K shares-0.17%2025-12-312026-01-12history
CEG CONSTELLATION ENERGY17.5K shares3.50%2025-12-312026-01-12history
CAT CATERPILLAR10.6K shares-3.78%2025-12-312026-01-12history
Sponsored
XLF FINANCIAL SPDR106.0K shares0.59%2025-12-312026-01-12history
IEMG MSCI EMERG MKTS86.1K shares1.31%2025-12-312026-01-12history
SCHD SCHW ST US DIV EQ210.1K shares-16.32%2025-12-312026-01-12history
ECL ECOLAB21.8K shares2.09%2025-12-312026-01-12history
LHX L3HARRIS TECH19.4K shares-7.16%2025-12-312026-01-12history
VANGUARD INTERMED VANGUARD INTERMED630.7K shares-0.79%2025-12-312026-01-12history
VO VAN MID-CAP ETF19.1K shares-1.38%2025-12-312026-01-12history
XLC COMM SERVICES46.9K shares-0.59%2025-12-312026-01-12history
Sponsored
CSCO CISCO SYSTEMS71.6K shares-0.06%2025-12-312026-01-12history
IWS RUSSELL MC VI IN ISH39.0K shares0.38%2025-12-312026-01-12history
CVX CHEVRON CORP36.0K shares-10.08%2025-12-312026-01-12history
ABT ABBOTT LABS COMMON43.5K shares-2.56%2025-12-312026-01-12history
AMP AMERIPRISE FINL11.0K shares-4.97%2025-12-312026-01-12history
IJH S&P M/C 400 ISHR80.3K shares-0.58%2025-12-312026-01-12history
CPRT COPART INC131.2K shares1.84%2025-12-312026-01-12history
CFR CULLEN FROST BANKERS40.3K shares0.11%2025-12-312026-01-12history
Sponsored
TSM TAIWAN SEMICONDUCTOR16.5K shares11.97%2025-12-312026-01-12history
SNPS SYNOPSYS INC10.5K shares4.51%2025-12-312026-01-12history
VB VAN SMALL-CAP ETF18.2K shares-6.48%2025-12-312026-01-12history
XLB MATERIALS SPDR101.9K shares94.04%2025-12-312026-01-12history
CDM ASSOC LLC CDM ASSOC LLC40 shares0.00%2025-12-312026-01-12history
XLRE REAL ESTATE SEL SEC112.8K shares1.70%2025-12-312026-01-12history
FPA NEW INCOME FPA NEW INCOME438.2K shares-2.54%2025-12-312026-01-12history
COP CONOCOPHILLIPS46.0K shares1.50%2025-12-312026-01-12history
Sponsored
BALL BALL CORP, COMMON75.6K shares125.87%2025-12-312026-01-12history
DIS DISNEY WALT COMPANY34.0K shares0.24%2025-12-312026-01-12history
XLI INDUSTRIAL SPDR24.4K shares-0.20%2025-12-312026-01-12history
VANGUARD SH TX ADM VANGUARD SH TX ADM226.9K shares19.78%2025-12-312026-01-12history
DODGE & COX INTL FD DODGE & COX INTL FD218.8K shares297.60%2025-12-312026-01-12history
IWM RUSSELL 2000 ISHR14.0K shares9.75%2025-12-312026-01-12history
VANGUARD WNDSR AD II VANGUARD WNDSR AD II40.9K shares-30.50%2025-12-312026-01-12history
FIDELITY INTRMD TRS FIDELITY INTRMD TRS337.0K shares1.72%2025-12-312026-01-12history
Sponsored
XLE ENERGY SPDR73.6K shares83.45%2025-12-312026-01-12history
ALPHABET INC CL C ALPHABET INC CL C10.4K shares-11.08%2025-12-312026-01-12history
AMGN AMGEN INC9.6K shares-0.95%2025-12-312026-01-12history
QUICKSILVER ENT LLC QUICKSILVER ENT LLC100 shares0.00%2025-12-312026-01-12history
DFA SMALL CAP VALUE DFA SMALL CAP VALUE60.4K shares-0.97%2025-12-312026-01-12history
VANGUARD L/C INDEX ADM VANGUARD L/C INDEX ADM19.0K shares-0.02%2025-12-312026-01-12history
T ROWE BLUE CHIP T ROWE BLUE CHIP14.2K shares-0.15%2025-12-312026-01-12history
VANGD TX MNGD S/C VANGD TX MNGD S/C30.4K shares-1.07%2025-12-312026-01-12history
Sponsored
PM PHILIP MORRIS INTL18.5K shares0.00%2025-12-312026-01-12history
XLU UTILITIES SPDR66.1K shares97.06%2025-12-312026-01-12history
SAP SAP AKTIENGESELLSCH11.5K shares4.87%2025-12-312026-01-12history
FIDELITY S/T TRS BD FIDELITY S/T TRS BD250.5K shares16.81%2025-12-312026-01-12history
GVI ISHARES INTERM GOV/CRED BOND ET24.0K shares-7.70%2025-12-312026-01-12history
SCHY SCHWAB INT DVD77.3K shares-6.75%2025-12-312026-01-12history
IVV S&P 500 INDEX3.3K shares4.39%2025-12-312026-01-12history
BRK.A BERKSHIRE HATH CL A3 shares0.00%2025-12-312026-01-12history
Sponsored
VYM VANGUARD W HI DIV15.8K shares2.05%2025-12-312026-01-12history
VANGUARD S/T FED A VANGUARD S/T FED A216.1K shares-4.22%2025-12-312026-01-12history
CMCSA COMCAST CL A74.7K shares-56.90%2025-12-312026-01-12history
IJS S&P S/C 600 VAL ISHR18.5K shares-1.13%2025-12-312026-01-12history
IJT S&P S/C 600 GR ISHR14.7K shares-4.27%2025-12-312026-01-12history
VANGUARD COMM SERVS VANGUARD COMM SERVS21.0K shares-2.25%2025-12-312026-01-12history
VANGUARD DEV MKT ADM VANGUARD DEV MKT ADM102.1K shares-2.17%2025-12-312026-01-12history
INVESCO S&P 500 INVESCO S&P 50010.6K shares-3.65%2025-12-312026-01-12history
Sponsored
VANGD CONS DISC IDX VANGD CONS DISC IDX9.8K shares-1.51%2025-12-312026-01-12history
VANGUARD INT-TERM VANGUARD INT-TERM188.8K shares-7.14%2025-12-312026-01-12history
ZTS ZOETIS INC15.7K shares-42.03%2025-12-312026-01-12history
SETTLEMENT AGREEMENT SETTLEMENT AGREEMENT2.0M shares0.00%2025-12-312026-01-12history
EEM MSCI EMG MKT IND ISH35.8K shares-0.82%2025-12-312026-01-12history
DFA EMERGING MKTS DFA EMERGING MKTS67.2K shares-2.26%2025-12-312026-01-12history
CASY CASEY'S GEN STORE3.4K shares-4.84%2025-12-312026-01-12history
DE DEERE AND COMPANY4.0K shares-4.01%2025-12-312026-01-12history
Sponsored
VANGUARD HLTHCR IDX VANGUARD HLTHCR IDX12.7K shares-0.77%2025-12-312026-01-12history
ADBE ADOBE SYSTEMS INC5.1K shares-49.55%2025-12-312026-01-12history
VLO VALERO ENERGY NEW10.7K shares-5.96%2025-12-312026-01-12history
KO COCA COLA CO, COMMON24.4K shares-3.55%2025-12-312026-01-12history
VANGUARD SM CAP VAL VANGUARD SM CAP VAL18.7K shares-1.76%2025-12-312026-01-12history
CTVA CORTEVA INC25.1K shares-5.68%2025-12-312026-01-12history
ORCL ORACLE SYSTEMS8.6K shares-2.72%2025-12-312026-01-12history
HBAN HUNTINGTON BANCSHARE95.7K shares-0.36%2025-12-312026-01-12history
Sponsored
VANGUARD PRIMECAP VANGUARD PRIMECAP8.5K shares-49.39%2025-12-312026-01-12history
AMERICAN CENTURY ULT AMERICAN CENTURY ULT16.6K shares0.00%2025-12-312026-01-12history
VANGUARD RE INDEX VANGUARD RE INDEX12.0K shares-8.91%2025-12-312026-01-12history
GATEWAY FUND GATEWAY FUND29.2K shares0.00%2025-12-312026-01-12history
VANGUARD FINL IDX VANGUARD FINL IDX21.1K shares-0.94%2025-12-312026-01-12history
DFAC DIMENSIONAL ETF TR35.4K shares0.00%2025-12-312026-01-12history
AWK AMERICAN WTR CO10.6K shares-5.00%2025-12-312026-01-12history
COLUMBIA CORP INC FUND I COLUMBIA CORP INC FUND I146.9K shares0.00%2025-12-312026-01-12history
Sponsored
BEAMAN FAMILY FARMS BEAMAN FAMILY FARMS1 shares0.00%2025-12-312026-01-12history
EFA MSCI EAFE ISHR13.6K shares0.00%2025-12-312026-01-12history
LNT ALLIANT CORP19.8K shares-1.59%2025-12-312026-01-12history
VNQ VANGUARD REIT IN ETF14.4K shares-10.39%2025-12-312026-01-12history
PSX PHILLIPS 669.8K shares-0.41%2025-12-312026-01-12history
MLC PROPERTIES LLC MLC PROPERTIES LLC1 shares0.00%2025-12-312026-01-12history
OMC OMNICOM GROUP INC15.2K shares-11.70%2025-12-312026-01-12history
MS MRGAN, DN WTTR, DISC6.7K shares-18.63%2025-12-312026-01-12history
Sponsored
NUE NUCOR CORP7.2K shares-1.57%2025-12-312026-01-12history
INVESCO QQQ TRSER 1 INVESCO QQQ TRSER 11.9K shares-11.95%2025-12-312026-01-12history
SETTLEMENT AGREEMENT SETTLEMENT AGREEMENT1.1M shares0.00%2025-12-312026-01-12history
VANGUARD IND EXT ADM VANGUARD IND EXT ADM7.1K shares-3.07%2025-12-312026-01-12history
LT LT48 shares0.00%2025-12-312026-01-12history
MO ALTRIA GROUP INC19.4K shares0.00%2025-12-312026-01-12history
MA MASTERCARD1.9K shares-2.26%2025-12-312026-01-12history
UNP UNION PACIFIC CORP4.8K shares-15.12%2025-12-312026-01-12history
Sponsored
BLACKBIRD FARMS BLACKBIRD FARMS48 shares0.00%2025-12-312026-01-12history
JKHY JACK HENRY & ASSOC5.9K shares-2.07%2025-12-312026-01-12history
TQQQ PROSHARES TR ULTRAPRO QQQ20.0K shares100.00%2025-12-312026-01-12history
VG CALIFORNIA INTERM TAX EXMPT VG CALIFORNIA INTERM TAX EXMPT89.8K shares-0.69%2025-12-312026-01-12history
VANGRD FTSE SOC IDX VANGRD FTSE SOC IDX15.6K shares-10.97%2025-12-312026-01-12history
VANG CONS STAP IDX VANG CONS STAP IDX9.7K shares-0.26%2025-12-312026-01-12history
ALLERIAN MLP ETF ALLERIAN MLP ETF20.9K shares9.43%2025-12-312026-01-12history
ALC ALCON INC11.7K shares-4.31%2025-12-312026-01-12history
Sponsored
LMT LOCKHEED MARTIN1.8K shares-4.60%2025-12-312026-01-12history
VANGUARD TOT INTL ST VANGUARD TOT INTL ST21.5K shares0.70%2025-12-312026-01-12history
VEA VAN FTSE DEV MKT13.9K shares4.38%2025-12-312026-01-12history
CWB BARCLAY CONV SEC SDR9.7K shares-6.05%2025-12-312026-01-12history
VTEB VG TAX-EXEMPT BND17.1K shares0.00%2025-12-312026-01-12history
SCHWAB FUNDAMENTAL SCHWAB FUNDAMENTAL26.6K shares-13.51%2025-12-312026-01-12history
VANG INST'L INDEX FD VANG INST'L INDEX FD1.5K shares-3.49%2025-12-312026-01-12history
WM WASTE MANAGEMENT3.8K shares-12.47%2025-12-312026-01-12history
Sponsored
AMERICAN EURO GRWTH AMERICAN EURO GRWTH13.4K shares-2.74%2025-12-312026-01-12history
MCHP MICROCHIP TECH12.7K shares-1.65%2025-12-312026-01-12history
SCHP SCHW STR US TIPS ETF30.4K shares0.00%2025-12-312026-01-12history
VANGUARD SM CP GRWTH VANGUARD SM CP GRWTH7.6K shares57.84%2025-12-312026-01-12history
GGG GRACO INC9.6K shares-5.16%2025-12-312026-01-12history
MZTI LANCASTER COLONY4.7K shares0.00%2025-12-312026-01-12history
13600 SINGING HILLS TRAIL 13600 SINGING HILLS TRAIL1 shares0.00%2025-12-312026-01-12history
BKNG BOOKING138 shares0.00%2025-12-312026-01-12history
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PANW PALO ALTO NETWORKS3.8K shares18.59%2025-12-312026-01-12history
VANGUARD TOTAL STOCK VANGUARD TOTAL STOCK4.2K shares3.68%2025-12-312026-01-12history
PARNASSUS CORE EQ-IN PARNASSUS CORE EQ-IN12.2K shares2.00%2025-12-312026-01-12history
ELV ELEVANCE HEALTH1.9K shares0.00%2025-12-312026-01-12history
TSLA TESLA MOTORS1.5K shares-37.66%2025-12-312026-01-12history
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IWF RUSSELL 1000 GR ISHR1.4K shares-1.69%2025-12-312026-01-12history
CENCORA, INC CENCORA, INC1.9K shares0.00%2025-12-312026-01-12history
MFS INT'L NEW DISC MFS INT'L NEW DISC19.2K shares-0.23%2025-12-312026-01-12history
SHW SHERWIN-WILLIAMS CO2.0K shares-6.59%2025-12-312026-01-12history
EATON CORPORATION EATON CORPORATION2.0K shares0.00%2025-12-312026-01-12history
T ROWE PRICE MID CAP T ROWE PRICE MID CAP6.5K shares-8.03%2025-12-312026-01-12history
MORGAN STANLEY 4.431 1/23/30 MORGAN STANLEY 4.431 1/23/30630.0K shares6.78%2025-12-312026-01-12history
MFS VALUE FUND CLI MFS VALUE FUND CLI12.4K shares-9.45%2025-12-312026-01-12history
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MERCK & CO INC, COM MERCK & CO INC, COM5.8K shares7.75%2025-12-312026-01-12history
BDX BECTON DICKINSON3.1K shares-16.14%2025-12-312026-01-12history
FED MDT L/C VAL FED MDT L/C VAL17.2K shares0.00%2025-12-312026-01-12history
MFS MID CAP GRWTH FD MFS MID CAP GRWTH FD20.3K shares0.00%2025-12-312026-01-12history
NOC NORTHROP GRUMMAN1.0K shares-1.46%2025-12-312026-01-12history
TROWE PRICE OVERSEAS TROWE PRICE OVERSEAS35.5K shares0.00%2025-12-312026-01-12history
AUNT DIANA FUDGE AUNT DIANA FUDGE900 shares0.00%2025-12-312026-01-12history
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INGERSOLL RAND 5.314 6/15/31 INGERSOLL RAND 5.314 6/15/31450.0K shares-5.26%2025-12-312026-01-12history
CME CME1.7K shares-5.75%2025-12-312026-01-12history
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MFS GROWTH FD CL I MFS GROWTH FD CL I2.3K shares-13.72%2025-12-312026-01-12history
CNI CAN NATL RAILWAY4.6K shares-4.78%2025-12-312026-01-12history
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CAH CARDINAL HEALTH INC2.1K shares0.00%2025-12-312026-01-12history
GS EQU DIV & PREM I GS EQU DIV & PREM I23.6K shares0.00%2025-12-312026-01-12history
OPP STL PATH OPP STL PATH43.1K shares0.00%2025-12-312026-01-12history
NORTHERN GLOBAL SUST NORTHERN GLOBAL SUST16.3K shares0.00%2025-12-312026-01-12history
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IDV ISHARES TR10.4K shares8.63%2025-12-312026-01-12history
GLD SPDR GOLD1.0K shares-5.06%2025-12-312026-01-12history
IMPAX INTER SUST ECONOMY FUND I IMPAX INTER SUST ECONOMY FUND I33.4K sharesnew addition2025-12-312026-01-12history
IYF ISHARES TR3.2K shares-1.16%2025-12-312026-01-12history
INVESCO BAL RISK CMMDTY FUND INVESCO BAL RISK CMMDTY FUND59.7K shares78.14%2025-12-312026-01-12history
RUDISILL CENTER RLTY RUDISILL CENTER RLTY250 shares0.00%2025-12-312026-01-12history
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BLACKSTONE GROUP BLACKSTONE GROUP2.5K shares0.00%2025-12-312026-01-12history
TMO THERMO FISHER SCI648 shares-31.65%2025-12-312026-01-12history
NSC NORFOLK SOUTHERN1.3K shares0.00%2025-12-312026-01-12history
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IBB BIOTECH INDEX ISHR2.0K shares-51.28%2025-12-312026-01-12history
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VANGUARD US GWTH INV VANGUARD US GWTH INV3.8K shares-5.34%2025-12-312026-01-12history
RSG REPUBLIC SERVICES1.4K shares-42.50%2025-12-312026-01-12history
EPD ENTERPRISE PROD LTD8.9K shares-11.42%2025-12-312026-01-12history
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COLUMBIA CONTRARIAN COLUMBIA CONTRARIAN7.1K shares0.00%2025-12-312026-01-12history
12.565 OWNER INT 12.565 OWNER INT2 shares0.00%2025-12-312026-01-12history
MPC MARATHON PETROLEUM1.7K shares-4.49%2025-12-312026-01-12history
VV VANGUARD LARGE CAP877 shares-5.39%2025-12-312026-01-12history
IVY FDS SMALL CAP GR IVY FDS SMALL CAP GR12.2K sharesnew addition2025-12-312026-01-12history
IYH ISHARES TR4.2K shares0.00%2025-12-312026-01-12history
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NFLX NETFLIX2.8K shares977.82%2025-12-312026-01-12history
MAINSTAY HY MUNI I MAINSTAY HY MUNI I22.0K shares-4.34%2025-12-312026-01-12history
AMD ADVANCED MICRO DEV1.2K sharesnew addition2025-12-312026-01-12history
ITW IL TOOL WORKS INC1.0K shares-31.41%2025-12-312026-01-12history
HCA HCA HOLDINGS525 shares0.00%2025-12-312026-01-12history
LORD ABBETT SH/DUR C LORD ABBETT SH/DUR C61.6K sharesnew addition2025-12-312026-01-12history
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FED GOVT TAX MAN P FED GOVT TAX MAN P232.6K shares5.85%2025-12-312026-01-12history
SNOW SNOWFLAKE INC1.1K sharesnew addition2025-12-312026-01-12history
CVS CVS CORP DELAWARE2.9K sharesnew addition2025-12-312026-01-12history
DVY DJ SEL DVD ISH1.6K shares0.00%2025-12-312026-01-12history
IWO RUSSEL 2000 GWTH700 shares-33.59%2025-12-312026-01-12history
VWO VANGUARD EMG MKT ETF4.1K shares0.00%2025-12-312026-01-12history
HUBBELL INC HUBBELL INC500 shares0.00%2025-12-312026-01-12history
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GE GE708 shares5.36%2025-12-312026-01-12history
TWLO TWILIO INC1.5K sharesnew addition2025-12-312026-01-12history
SLV SILVER TR ISHR3.3K sharesnew addition2025-12-312026-01-12history
FIDELITY ST TAX FREE FIDELITY ST TAX FREE17.9K shares0.00%2025-12-312026-01-12history
ITOT S&P TOT US1.4K shares0.00%2025-12-312026-01-12history
KEY KEYCORP9.9K sharesnew addition2025-12-312026-01-12history
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NVG NUVEEN ENH AMT FR12.9K shares0.00%2025-12-312026-01-12history
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COLUMBIA ULTRA SHORT DURATION M COLUMBIA ULTRA SHORT DURATION M15.0K shares0.00%2025-12-312026-01-12history
FED GOVT OBLI FED GOVT OBLI100.0K shares0.00%2025-12-312026-01-12history
FMB CK A/C #1484931 FMB CK A/C #148493195.8K shares21.97%2025-12-312026-01-12history
RICHARD G HALSTEAD 4.77 DUE 12 RICHARD G HALSTEAD 4.77 DUE 1289.7K shares-1.69%2025-12-312026-01-12history
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FEDERATED KAUFMANN FEDERATED KAUFMANN10.9K shares0.00%2025-12-312026-01-12history
PERSIMMONS INC PERSIMMONS INC29.7K shares0.00%2025-12-312026-01-12history
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ABI FMB CL 3543986 ABI FMB CL 35439866.0M shares0.00%2025-12-312026-01-12history
ABI FMB LOC #5471834 ABI FMB LOC #5471834405.0K shares0.00%2025-12-312026-01-12history
A/B/I-LOC#5299624 A/B/I-LOC#52996241.0M shares0.00%2025-12-312026-01-12history
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ABI FMB LOC 5831458 ABI FMB LOC 5831458600.0K shares0.00%2025-12-312026-01-12history
ASSIGN. OF BEN. INT. ASSIGN. OF BEN. INT.100.0K shares0.00%2025-12-312026-01-12history
DEL LIFE REGATTA DEL LIFE REGATTA350.8K shares0.00%2025-12-312026-01-12history
FMB LOC #5306272 FMB LOC #5306272800.0K shares0.00%2025-12-312026-01-12history
FMB LOC 5478936 FMB LOC 5478936500.0K shares0.00%2025-12-312026-01-12history
LOC #3243385 LOC #32433853.8M shares0.00%2025-12-312026-01-12history
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