First Merchants Top Holdings and 13F Report (2024) → Wall Street legend who predicted 2021 tech crash issues new warning (From Chaikin Analytics) (Ad) About First MerchantsFirst Merchants NASDAQ: FRME has filed 13-F forms with the SEC as an investor. First Merchants is itself a publicly traded company. For more information on First Merchants stock, visit the First Merchants stock profile here.Investment ActivityFirst Merchants has $1.33 billion in total holdings as of March 31, 2024.First Merchants owns shares of 215 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 5.54% of the portfolio was purchased this quarter.About 3.68% of the portfolio was sold this quarter.This quarter, First Merchants has purchased 211 new stocks and bought additional shares in 79 stocks.First Merchants sold shares of 100 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $57,149,548Microsoft $44,376,247Apple $40,280,653Eli Lilly and Company $40,163,548iShares Core S&P Small-Cap ETF $33,032,625 Largest New Holdings this Quarter Meta Platforms $3,607,708 HoldingMorgan Stanley $847,158 HoldingMastercard $809,515 HoldingEaton $719,136 HoldingSherwin-Williams $647,403 Holding Largest Purchases this Quarter Walmart 137,966 shares (about $8.30M)iShares Core U.S. Aggregate Bond ETF 67,204 shares (about $6.58M)iShares Core MSCI EAFE ETF 80,486 shares (about $5.97M)Real Estate Select Sector SPDR Fund 123,177 shares (about $4.87M)iShares Core S&P Mid-Cap ETF 69,586 shares (about $4.23M) Largest Sales this Quarter Vanguard Real Estate ETF 47,372 shares (about $4.10M)iShares U.S. Technology ETF 24,740 shares (about $3.34M)iShares S&P Mid-Cap 400 Growth ETF 31,253 shares (about $2.85M)iShares S&P Mid-Cap 400 Value ETF 21,225 shares (about $2.51M)iShares Core S&P Small-Cap ETF 21,264 shares (about $2.35M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst Merchants Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$57,149,548$6,581,947 ▲13.0%583,5174.3%FinanceMSFTMicrosoft$44,376,247$2,778,354 ▲6.7%105,4803.3%Computer and TechnologyAAPLApple$40,280,653$1,949,891 ▲5.1%234,9013.0%Computer and TechnologyLLYEli Lilly and Company$40,163,548$643,370 ▲1.6%51,6273.0%MedicalIJRiShares Core S&P Small-Cap ETF$33,032,625$2,350,079 ▼-6.6%298,8862.5%ETFGOOGLAlphabet$30,433,924$2,289,140 ▲8.1%201,6442.3%Computer and TechnologyAVGOBroadcom$29,205,222$185,556 ▲0.6%22,0352.2%Computer and TechnologyIYWiShares U.S. Technology ETF$28,471,226$3,341,373 ▼-10.5%210,8052.1%ManufacturingIVWiShares S&P 500 Growth ETF$26,573,335$697,134 ▼-2.6%314,7022.0%ETFVGTVanguard Information Technology ETF$26,386,852$645,973 ▼-2.4%50,3252.0%ETFSYKStryker$22,061,523$150,300 ▼-0.7%61,6491.7%MedicalVOOVanguard S&P 500 ETF$20,920,031$1,567,560 ▲8.1%43,5201.6%ETFAMZNAmazon.com$20,803,595$2,205,849 ▲11.9%115,3331.6%Retail/WholesaleGSYInvesco Ultra Short Duration ETF$20,313,265$639,258 ▼-3.1%407,2451.5%ETFVVisa$19,718,039$340,741 ▼-1.7%70,6571.5%Business ServicesCOSTCostco Wholesale$18,191,698$455,690 ▼-2.4%24,8311.4%Retail/WholesaleLOWLowe's Companies$17,487,751$57,568 ▼-0.3%68,6531.3%Retail/WholesaleUNHUnitedHealth Group$17,483,996$718,297 ▲4.3%35,3431.3%MedicalLRCXLam Research$17,331,632$134,075 ▼-0.8%17,8391.3%Computer and TechnologyIVEiShares S&P 500 Value ETF$17,098,620$540,251 ▲3.3%91,5301.3%ETFNVDANVIDIA$16,754,507$2,150,446 ▲14.7%18,5431.3%Computer and TechnologyACNAccenture$16,291,457$9,358 ▼-0.1%47,0041.2%Business ServicesPEPPepsiCo$15,787,800$327,440 ▲2.1%90,2121.2%Consumer StaplesAPHAmphenol$15,128,008$53,522 ▲0.4%131,1501.1%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$14,969,518$2,510,692 ▼-14.4%126,5501.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$13,934,125$2,851,831 ▼-17.0%152,7031.0%ETFBIVVanguard Intermediate-Term Bond ETF$13,200,338$820,573 ▲6.6%175,0721.0%ETFADPAutomatic Data Processing$12,873,913$266,469 ▼-2.0%51,5501.0%Business ServicesBRK.BBerkshire Hathaway$12,425,061$356,588 ▲3.0%29,5480.9%FinanceCBChubb$12,359,509$138,373 ▼-1.1%47,6970.9%FinanceJNJJohnson & Johnson$12,351,417$205,960 ▲1.7%78,0810.9%MedicalJPMJPMorgan Chase & Co.$12,246,700$831,843 ▲7.3%61,1420.9%FinanceWMTWalmart$11,903,499$8,301,294 ▲230.5%197,8340.9%Retail/WholesaleTJXTJX Companies$11,484,938$144,014 ▼-1.2%113,2430.9%Retail/WholesaleHDHome Depot$11,200,614$510,549 ▲4.8%29,2000.8%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$11,167,278$583,194 ▼-5.0%138,5010.8%ETFDHRDanaher$11,083,636$103,382 ▼-0.9%44,3850.8%Multi-Sector ConglomeratesPGProcter & Gamble$10,943,482$329,851 ▲3.1%67,4490.8%Consumer StaplesSPYSPDR S&P 500 ETF Trust$10,358,340$313,842 ▲3.1%19,8030.8%FinanceMDYSPDR S&P MidCap 400 ETF Trust$10,249,757$7,233 ▼-0.1%18,4220.8%ETFXLVHealth Care Select Sector SPDR Fund$10,223,231$587,958 ▼-5.4%69,2030.8%ETFBLKBlackRock$10,147,641$369,323 ▲3.8%12,1720.8%FinanceSCHWCharles Schwab$9,781,864$88,904 ▼-0.9%135,2230.7%FinanceCMCSAComcast$9,753,878$71,206 ▲0.7%225,0590.7%Consumer DiscretionaryMCHPMicrochip Technology$9,723,321$113,750 ▼-1.2%108,3880.7%Computer and TechnologyLINDE PLC COM$9,675,374$336,163 ▲3.6%20,8380.7%COMMON STOCKBSVVanguard Short-Term Bond ETF$9,441,431$1,950,251 ▼-17.1%123,1440.7%ETFNOWServiceNow$9,115,893$19,060 ▲0.2%11,9570.7%Computer and TechnologyCVXChevron$8,360,810$277,306 ▲3.4%53,0040.6%Oils/EnergyEOGEOG Resources$8,326,189$116,460 ▼-1.4%65,1310.6%Oils/EnergyXLKTechnology Select Sector SPDR Fund$7,875,682$561,492 ▲7.7%37,8150.6%ETFABTAbbott Laboratories$7,852,240$387,577 ▼-4.7%69,0860.6%MedicalXLPConsumer Staples Select Sector SPDR Fund$7,847,984$318,644 ▼-3.9%102,7780.6%ETFORLYO'Reilly Automotive$7,548,672$577,975 ▲8.3%6,6870.6%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$7,484,793$276,570 ▼-3.6%89,0100.6%ETFGGGGraco$7,360,670$53,458 ▲0.7%78,7590.6%Industrial ProductsLHXL3Harris Technologies$7,344,635$330,089 ▼-4.3%34,4660.6%AerospaceLMTLockheed Martin$7,218,934$393,901 ▲5.8%15,8710.5%AerospaceIWPiShares Russell Mid-Cap Growth ETF$7,159,910$129,547 ▲1.8%62,7300.5%ETFADBEAdobe$7,153,942$1,359,844 ▼-16.0%14,1780.5%Computer and TechnologyEWEdwards Lifesciences$7,058,966$93,742 ▼-1.3%73,8710.5%MedicalSLBSchlumberger$6,819,998$119,264 ▲1.8%124,4330.5%Oils/EnergyCOPConocoPhillips$6,651,417$61,603 ▲0.9%52,2590.5%Oils/EnergyFTNTFortinet$6,603,301$79,169 ▼-1.2%96,6690.5%Computer and TechnologyHONHoneywell International$6,530,158$121,301 ▲1.9%31,8160.5%Multi-Sector ConglomeratesAMPAmeriprise Financial$6,476,581$386,262 ▼-5.6%14,7720.5%FinanceTXNTexas Instruments$6,448,741$205,040 ▲3.3%37,0180.5%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$6,328,285$5,973,592 ▲1,684.2%85,2650.5%ETFMCDMcDonald's$6,319,815$672,975 ▲11.9%22,4160.5%Retail/WholesaleBNDXVanguard Total International Bond ETF$6,252,340$104,358 ▲1.7%127,1340.5%ETFCATCaterpillar$6,207,868$41,039 ▼-0.7%16,9420.5%Industrial ProductsCMICummins$6,202,141$100,472 ▼-1.6%21,0500.5%Auto/Tires/TrucksCSCOCisco Systems$6,177,166$16,716 ▼-0.3%123,7920.5%Computer and TechnologyCPRTCopart$6,038,189$113,057 ▲1.9%104,2530.5%Business ServicesXLYConsumer Discretionary Select Sector SPDR Fund$5,998,749$308,010 ▼-4.9%32,6220.5%FinanceXLBMaterials Select Sector SPDR Fund$5,995,726$122,705 ▼-2.0%64,5480.5%ETFNEENextEra Energy$5,907,320$349,079 ▲6.3%92,4480.4%UtilitiesVOVanguard Mid-Cap ETF$5,870,453$94,697 ▼-1.6%23,4950.4%ETFVBVanguard Small-Cap ETF$5,715,881$91,893 ▼-1.6%25,0050.4%ETFCTVACorteva$5,669,583$9,342 ▲0.2%98,3130.4%Consumer StaplesXLREReal Estate Select Sector SPDR Fund$5,663,653$4,867,821 ▲611.7%143,3150.4%ETFRTXRTX$5,580,701$134,882 ▼-2.4%57,2210.4%AerospaceIWMiShares Russell 2000 ETF$5,526,215$1,688,694 ▼-23.4%26,2780.4%FinanceSPGIS&P Global$5,458,803$592,211 ▲12.2%12,8310.4%Business ServicesABBVAbbVie$5,357,183$463,261 ▲9.5%29,4190.4%MedicalCFRCullen/Frost Bankers$5,349,820$93,317 ▼-1.7%47,5260.4%FinanceIJHiShares Core S&P Mid-Cap ETF$5,314,482$4,226,634 ▲388.5%87,4960.4%ETFAMEAMETEK$4,998,908$197,345 ▲4.1%27,3320.4%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$4,788,564$126,917 ▼-2.6%113,7180.4%ETFXLCCommunication Services Select Sector SPDR Fund$4,695,828$508,668 ▼-9.8%57,5130.4%ETFVZVerizon Communications$4,519,441$20,010 ▼-0.4%107,7370.3%Computer and TechnologyOMCOmnicom Group$4,472,964$268,796 ▼-5.7%46,2280.3%Business ServicesSCHYSchwab International Dividend Equity ETF$4,419,146$22,965 ▼-0.5%182,2340.3%ETFDISWalt Disney$4,413,777$326,448 ▲8.0%36,0730.3%Consumer DiscretionaryAZNAstraZeneca$4,123,090$207,919 ▲5.3%60,8590.3%MedicalIJSiShares S&P Small-Cap 600 Value ETF$4,099,061$1,031,907 ▼-20.1%39,8900.3%ETFIJTiShares S&P Small-Cap 600 Growth ETF$4,045,017$1,074,331 ▼-21.0%30,9420.3%ETFIWDiShares Russell 1000 Value ETF$4,009,018$841,100 ▲26.6%22,3830.3%ETFLNTAlliant Energy$3,753,624$18,799 ▲0.5%74,4780.3%UtilitiesXOMExxon Mobil$3,725,587$239,918 ▲6.9%32,0510.3%Oils/EnergyShowing largest 100 holdings. 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