Fund HoldingsFIRST FINANCIAL CORP /IN/

Total Portfolio Value
$196.30M
Total Bought
$7.83M
Total Sold
$12.11M
Net Transaction
-$4.29M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
LILLY ELI & CO(LLY)4,4085,410+1,0023,4294,8982.50%+1,469
VANGUARD S&P 500 ETF45,99946,497+49822,11223,25411.85%+1,143
VANGUARD FTSE DEVELOPED MARKETS ETF99,209119,217+20,0084,9765,8903.00%+914
VANGUARD INFORMATION TECHNOLOGY INDEX
INF TECH ETF
18,26718,076-1919,57810,4225.31%+844
APPLE INC(AAPL)021,436+21,43604,5152.30%+4,515
NVIDIA CORP(NVDA)2,88125,553+22,6722,6033,1571.61%+554
AMERICAN TOWER CORP(AMT)02,572+2,57205000.25%+500
PROCTER & GAMBLE CO(PG)013,867+13,86702,2871.17%+2,287
BROADCOM INC(AVGO)1,0341,03401,3701,6600.85%+290
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
06,179+6,17901,2180.62%+1,218
VANGUARD RUSSELL 2000 ETF
VNG RUS2000IDX
2,2464,808+2,5621913940.20%+203
ALPHABET INC - CL A(GOOG)08,130+8,13001,4810.75%+1,481
NEXTERA ENERGY INC(NEE)14,00615,224+1,2188951,0780.55%+183
VANGUARD INDUSTRIALS ETF
INDUSTRIAL ETF
7,5418,549+1,0081,8412,0111.02%+170
JOHNSON & JOHNSON(JNJ)04,383+4,38306410.33%+641
JOHNSON CONTROLS INTL PLC
SHS
2,3544,800+2,4461543190.16%+165
MICROSOFT CORP(MSFT)18,08417,352-7327,6087,7553.95%+147
EXXON MOBIL CORP18,71520,160+1,4452,1752,3211.18%+145
COSTCO WHOLESALE CORP NEW(COST)1,0771,056-217898980.46%+109
WALMART INC(WMT)15,76515,591-1749491,0560.54%+107
PALO ALTO NETWORKS INC(PANW)03,102+3,10201,0520.54%+1,052
RAYONIER INC(RYN)03,323+3,3230970.05%+97
NOVO-NORDISK A/S-SPONS ADR(NVO)6,5506,55008419350.48%+94
INVESCO QQQ TRUST SERIES 12,6442,639-51,1741,2640.64%+90
VANGUARD TELECOMMUNICATION SERVICES ETF
COMM SRVC ETF
17,76017,491-2692,3302,4171.23%+87
VANGUARD FTSE EMERGING MKTS ETF19,01720,121+1,1047948800.45%+86
VANGUARD MEGA CAP ETF8,0938,09301,5121,5970.81%+84
SPDR PORT S&P 500 VALUE
ST STR P500VAL
01,468+1,4680720.04%+72
OLD NATL BANCORP IND(ONB)06,086+6,08601050.05%+105
WISDMTREE EMERG MKT EX-ST OW(WT)015,389+15,38904710.24%+471
AVALONBAY COMMUNITIES INC0309+3090640.03%+64
SIMON PPTY GROUP INC NEW(SPG)0400+4000610.03%+61
I SHARE TR DJ US REAL ESTATE12,17013,142+9721,0941,1530.59%+59
ISHARES RUSSELL 1000 ETF4,5974,59701,3241,3680.70%+44
JPMORGAN CHASE & COMPANY(JPM)12,01212,106+942,4062,4491.25%+43
KLA - TENCOR CORPORATION(KLAC)31831802222620.13%+40
SCHWAB US SMALL-CAP ETF0735+7350350.02%+35
WASTE CONNECTIONS INC(WCN)9,7509,75001,6771,7100.87%+33
SPDR S&P 500 ETF TRUST(SPY)1,4121,41207397680.39%+30
ISHARES TR RUSSELL 1000 GROW2,6002,480-1208769040.46%+28
SHELL PLC-ADR(SHEL)04,499+4,49903250.17%+325
I SHARES TR S&P 100 ETF1,0821,096+142682900.15%+22
TEXAS INSTRS INC(TXN)01,741+1,74103390.17%+339
QUALCOMM INCORPORATED(QCOM)01,343+1,34302670.14%+267
GE VERNOVA INC(GEV)093+930160.01%+16
COCA COLA CO(KO)013,988+13,98808900.45%+890
BANK OF AMERICA CORP010,760+10,76004280.22%+428
PINTEREST INC- CLASS A(PINS)1,5241,524053670.03%+14
IRON MOUNTAIN INC(IRM)01,500+1,50001340.07%+134
CARRIER GLOBAL CORP(CARR)04,059+4,05902560.13%+256
VANGUARD SMALL-CAP VALUE ETF069+690130.01%+13
ISHARES TR GLOBAL 100 ETF0163+1630160.01%+16
RTX CORP(RTX)5,0194,992-274895010.26%+12
UNITEDHEALTH GROUP INC(UNH)01,961+1,96109990.51%+999
TAIWAN SEMICONDUCTOR ADR(TSM)297297040520.03%+11
VANGUARD GROWTH ETF0348+34801300.07%+130
VANGUARD SM-CAP GRWTH ETF01,804+1,80404510.23%+451
GE AEROSPACE(GE)0475+4750760.04%+76
SPDR GOLD TRUST(GLD)0986+98602120.11%+212
WELLS FARGO & CO NEW(WFC)6,2866,28603643730.19%+9
SEAGATE TECHNOLOGY PLC
ORD SHS
0804+8040830.04%+83
VANGUARD MID-CAP VALUE ETF054+54080.00%+8
ELEVANCE HEALTH INC(ELV)694679-153603680.19%+8
VANGUARD MID-CAP GROWTH ETF035+35080.00%+8
SUNCOR ENERGY INC(SU)12,35512,167-1884564630.24%+8
LOCKHEED MARTIN CORP(LMT)02,773+2,77301,2950.66%+1,295
FREEPORT-MCMORAN INC(FCX)04,499+4,49902190.11%+219
EATON CORP PLC(ETN)206226+2064710.04%+6
NOVARTIS AG SPNSRD ADR(NVS)0622+6220660.03%+66
ORACLE CORP(ORCL)02,420+2,42003420.17%+342
LABCORP HOLDINGS INC(LH)026+26050.00%+5
VENTAS INC(VTR)686686030350.02%+5
VANGUARD TOTAL STOCK MARKET ETF0625+62501670.09%+167
PHILLIP MORRIS INTERNATIONAL(PM)01,198+1,19801210.06%+121
DELL TECHNOLOGIES-C(DELL)0187+1870260.01%+26
AMGEN INC(AMGN)0369+36901150.06%+115
ADOBE SYSTEMS INC(ADBE)0264+26401470.07%+147
ECOLAB INC(ECL)823814-91901940.10%+4
WILLIAMS CO INC (DELAWARE)(WMB)01,042+1,0420440.02%+44
MORGAN STANLEY(MS)01,179+1,17901150.06%+115
AMERICAN EXPRESS CO(AXP)0827+82701910.10%+191
ISHARES MSCI EMR MRK EX CHNA
MSCI EMRG CHN
052+52030.00%+3
GENERAL DYNAMICS CORPORATION(GD)921907-142602630.13%+3
ASML HOLDING NV-NY REG SHS
N Y REGISTRY SHS
5050049510.03%+3
APPLIED MATERIALS INC349316-3372750.04%+3
MICRON TECHNOLOGY INC(MU)188188022250.01%+3
CONSTELLATION ENERGY(CEG)0166+1660330.02%+33
ISHARES CORE MSCI EMERGING
CORE MSCI EMKT
01,297+1,2970690.04%+69
I SHARES TR CORE S&P 500 ETF0116+1160630.03%+63
ICU MEDICAL INC(ICUI)0200+2000240.01%+24
HOWMET AEROSPACE INC(HWM)0243+2430190.01%+19
GERMAN AMERICAN BANCORP(GABC)02,863+2,86301010.05%+101
MICROCHIP TECH INC(MCHP)1,0581,058095970.05%+2
GOLDMAN SACHS GROUP(GS)054+540240.01%+24
MCKESSON CORPORATION(MCK)038+380220.01%+22
SOLVENTUM CORP(SOLV)030+30020.00%+2
BOOT BARN HOLDINGS INC041+41050.00%+5
ISHARES GOLD TRUST(IAU)0715+7150310.02%+31
LEIDOS HOLDINGS INC(LDOS)093+930140.01%+14
FLEXSHARES QUALITY DIVIDEND
QUALT DIVD IDX
02,201+2,20101460.07%+146
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