FIRST MERCHANTS CORP
CIK 712534 · Holdings on Dec 31, 2024 · First reported Jan 30, 2025
Top ten holdings
Q4 2024- 1000019998.18%
- VFIAX4.39%
- FTRLX3.47%
- SRBRX2.41%
- AGG2.27%
- AAPL2.18%
- VIMAX2.17%
- MSFT1.77%
- AVGO1.77%
- LLY1.67%
Share classes counted separately30.28%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- 100001999Weight increased · +1.78 pp6.40% → 8.18%Shares +45.23M (+26.98%)
- BALLWeight increased · +1.20 pp0.11% → 1.31%Shares +576.08K (+1335.77%)
- SRBRXWeight decreased · -1.12 pp3.53% → 2.41%Shares -2.81M (-31.07%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | 100001999FMPW INST MONEYCash Equivalents View history and evidence | $212.85M | 8.18% | 212.85M shares | 6.40% → 8.18%+1.78 pp +45.23M (+26.98%) | Added | ↗▾ |
| 02 | VFIAXVANGUARD 500 INDEX-ADMMutual Funds View history and evidence | $114.38M | 4.39% | 210.75K shares | 4.33% → 4.39%+0.06 pp -2.42K (-1.14%) | Reduced | ↗▾ |
| 03 | FTRLXFED HERM TTL RTRN BND-R6Mutual Funds View history and evidence | $90.20M | 3.47% | 9.66M shares | 3.46% → 3.47%+0.01 pp +347.90K (+3.74%) | Added | ↗▾ |
| 04 | SRBRXFEDERATED SHRT-INTRM TTL-R6Mutual Funds View history and evidence | $62.68M | 2.41% | 6.23M shares | 3.53% → 2.41%-1.12 pp -2.81M (-31.07%) | Reduced | ↗▾ |
| 05 | AGGISHARES CORE U.S. AGGREGATEEquities View history and evidence | $59.00M | 2.27% | 608.91K shares | 2.27% → 2.27%+0.00 pp +22.64K (+3.86%) | Added | ↗▾ |
| 06 | AAPLAPPLE INCEquities View history and evidence | $56.84M | 2.18% | 226.97K shares | 2.08% → 2.18%+0.10 pp -7.21K (-3.08%) | Reduced | ↗▾ |
| 07 | VIMAXVNGD MRNGST MD-CP IDX FD-ADMMutual Funds View history and evidence | $56.37M | 2.17% | 172.45K shares | 2.17% → 2.17%+0.00 pp -1.08K (-0.62%) | Reduced | ↗▾ |
| 08 | MSFTMICROSOFT CORPEquities View history and evidence | $46.02M | 1.77% | 109.17K shares | 1.64% → 1.77%+0.13 pp +9.32K (+9.33%) | Added | ↗▾ |
| 09 | AVGOBROADCOM INCEquities View history and evidence | $45.98M | 1.77% | 198.34K shares | 1.34% → 1.77%+0.43 pp -5.06K (-2.49%) | Reduced | ↗▾ |
| 10 | LLYELI LILLY & COEquities View history and evidence | $43.39M | 1.67% | 56.20K shares | 1.90% → 1.67%-0.23 pp +168 (+0.30%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 19
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ROYHOTPCH ROY HOTEL PARTNERS | Non-derivative | 0 | -$2.89M | SEC filing ↗ | SEC filing ↗ |
| 19766M808 COLUMBIA CORP INC | Non-derivative | -157,050 | -$1.47M | SEC filing ↗ | SEC filing ↗ |
| EKIZX ALLSPRING ADJ RT GVT-INST | Non-derivative | -106,040 | -$938.45K | SEC filing ↗ | SEC filing ↗ |
3 / 19 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 712534 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2602916469
}Research all 406 reported holdings.
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