FIRST FINANCIAL CORP /IN/

TERRE HAUTE, IN · CIK 714562 · 13F filing filed 2023-01-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyTerre Haute, IN

$163.0m reported value +9.5% vs Q3 2022

378positions

48.3%in top 10

6 new 79 added 44 reduced 7 sold out vs Q3 2022

Holdings, Q4 2022

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	FIRST FINANCIAL CORPORATION COM THFF	THFF	710,582	$32.7m20.09%	20.09%	Added +19.3k	+19,312 2.8%
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	48,898	$17.2m10.54%	10.54%	Added +1.6k	+1,617 3.4%
3	VANGUARD WORLD FD INF TECH ETF VGT	VGT	22,387	$7.2m4.39%	4.39%	Added +762	+762 3.5%
4	MICROSOFT CORP COM MSFT	MSFT	17,387	$4.2m2.56%	2.56%	Added +139	+139 0.8%
5	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	15,303	$3.8m2.33%	2.33%	Added +329	+329 2.2%
6	APPLE INC COM AAPL	AAPL	25,199	$3.3m2.01%	2.01%	Reduced -8.3k	-8,274 -24.7%
7	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	37,711	$3.1m1.91%	1.91%	Added +1.5k	+1,498 4.1%
8	VANGUARD WORLD FD CONSUM DIS ETF VCR	VCR	11,063	$2.4m1.49%	1.49%	Added +161	+161 1.5%
9	ELI LILLY & CO COM LLY	LLY	6,554	$2.4m1.47%	1.47%	Reduced -204	-204 -3.0%
10	VANGUARD INDEX FDS MID CAP ETF VO	VO	11,718	$2.4m1.47%	1.47%	Added +937	+937 8.7%
11	VANGUARD WORLD FD COMM SRVC ETF VOX	VOX	27,396	$2.3m1.38%	1.38%	Added +1.6k	+1,607 6.2%
12	PROCTER AND GAMBLE CO COM PG	PG	14,621	$2.2m1.36%	1.36%	Reduced -992	-992 -6.3%
13	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	51,728	$2.2m1.33%	1.33%	Added +8.7k	+8,662 20.1%
14	EXXON MOBIL CORP COM XOM	XOM	19,118	$2.1m1.29%	1.29%	Reduced -1.4k	-1,445 -7.0%
15	ABBOTT LABS COM ABT	ABT	18,539	$2.0m1.25%	1.25%	Reduced -2	-2 -0.0%
16	ISHARES TR RUS 1000 VAL ETF IWD	IWD	11,236	$1.7m1.05%	1.05%	Added +686	+686 6.5%
17	ABBVIE INC COM ABBV	ABBV	10,000	$1.6m0.99%	0.99%	Reduced -20	-20 -0.2%
18	LOCKHEED MARTIN CORP COM LMT	LMT	3,146	$1.5m0.94%	0.94%	Reduced -16	-16 -0.5%
19	JPMORGAN CHASE & CO COM JPM	JPM	11,128	$1.5m0.92%	0.92%	Added +13	+13 0.1%
20	HONEYWELL INTL INC COM COM		6,488	$1.4m0.85%	0.85%	Added +45	+45 0.7%
21	VANGUARD INDEX FDS SMALL CP ETF VB	VB	7,558	$1.4m0.85%	0.85%	Added +2.0k	+1,967 35.2%
22	STARBUCKS CORP COM SBUX	SBUX	13,427	$1.3m0.82%	0.82%	Added +133	+133 1.0%
23	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	17,617	$1.3m0.81%	0.81%	Added +3.8k	+3,798 27.5%
24	VANGUARD WORLD FD ENERGY ETF VDE	VDE	10,782	$1.3m0.80%	0.80%	Added +531	+531 5.2%
25	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	2,373	$1.3m0.80%	0.80%	Added +45	+45 1.9%
26	VISA INC COM CL A V	V	6,287	$1.3m0.80%	0.80%	Added +131	+131 2.1%
27	BP PLC SPONSORED ADR BP	BP	37,087	$1.3m0.79%	0.79%	Reduced -9.2k	-9,183 -19.9%
28	WASTE CONNECTIONS INC COM WCN	WCN	9,750	$1.3m0.79%	0.79%	Unchanged
29	NIKE INC CL B NKE	NKE	10,882	$1.3m0.78%	0.78%	Added +450	+450 4.3%
30	VANGUARD WORLD FD INDUSTRIAL ETF VIS	VIS	6,837	$1.2m0.77%	0.77%	Reduced -50	-50 -0.7%
31	HOME DEPOT INC COM HD	HD	3,712	$1.2m0.72%	0.72%	Reduced -115	-115 -3.0%
32	MERCK & CO INC COM MRK	MRK	10,395	$1.2m0.71%	0.71%	Unchanged
33	MONDELEZ INTL INC CL A MDLZ	MDLZ	16,103	$1.1m0.66%	0.66%	Added +162	+162 1.0%
34	SCHWAB CHARLES CORP COM SCHW	SCHW	12,730	$1.1m0.65%	0.65%	Added +397	+397 3.2%
35	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	5,459	$1.0m0.64%	0.64%	Added +330	+330 6.4%
36	MCDONALDS CORP COM MCD	MCD	3,637	$958.4k0.59%	0.59%	Reduced -125	-125 -3.3%
37	COMCAST CORP NEW CL A CMCSA	CMCSA	27,373	$957.2k0.59%	0.59%	Added +1.4k	+1,448 5.6%
38	BOEING CO COM BA	BA	5,022	$956.6k0.59%	0.59%	Added +142	+142 2.9%
39	COCA COLA CO COM KO	KO	14,977	$952.7k0.58%	0.58%	Reduced -198	-198 -1.3%
40	LINDE PLC SHS 99952EUR	99952EUR	2,789	$909.7k0.56%	0.56%	Added +12	+12 0.4%
41	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,272	$871.2k0.53%	0.53%	Unchanged
42	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	5,576	$855.1k0.52%	0.52%	Added +104	+104 1.9%
43	PALO ALTO NETWORKS INC COM PANW	PANW	6,127	$854.9k0.52%	0.52%	Added +232	+232 3.9%
44	PFIZER INC COM PFE	PFE	16,547	$847.9k0.52%	0.52%	Reduced -1.1k	-1,083 -6.1%
45	ISHARES TR RUS 1000 GRW ETF IWF	IWF	3,865	$828.0k0.51%	0.51%	Unchanged
46	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	10,927	$825.4k0.51%	0.51%	Added +1.7k	+1,722 18.7%
47	NVIDIA CORPORATION COM NVDA	NVDA	5,624	$821.9k0.50%	0.50%	Added +327	+327 6.2%
48	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	11,084	$797.5k0.49%	0.49%	Unchanged
49	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	9,481	$781.9k0.48%	0.48%	Added +378	+378 4.2%
50	NEXTERA ENERGY INC COM NEE	NEE	8,921	$745.8k0.46%	0.46%	Added +216	+216 2.5%
51	DUKE ENERGY CORP NEW COM NEW DUK	DUK	7,053	$726.4k0.45%	0.45%	Reduced -452	-452 -6.0%
52	JOHNSON & JOHNSON COM JNJ	JNJ	3,962	$699.9k0.43%	0.43%	Reduced -11	-11 -0.3%
53	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	4,108	$699.2k0.43%	0.43%	Added +80	+80 2.0%
54	AMAZON COM INC COM AMZN	AMZN	7,900	$663.6k0.41%	0.41%	Reduced -160	-160 -2.0%
55	CHEVRON CORP NEW COM CVX	CVX	3,638	$653.0k0.40%	0.40%	Added +63	+63 1.8%
56	META PLATFORMS INC CL A META	META	5,391	$648.7k0.40%	0.40%	Added +367	+367 7.3%
57	SYSCO CORP COM SYY	SYY	8,472	$647.7k0.40%	0.40%	Added +37	+37 0.4%
58	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	1,911	$633.1k0.39%	0.39%	Unchanged
59	PEPSICO INC COM PEP	PEP	3,365	$607.9k0.37%	0.37%	Reduced -665	-665 -16.5%
60	UNION PAC CORP COM UNP	UNP	2,831	$586.2k0.36%	0.36%	Unchanged
61	RTX CORPORATION COM RTX	RTX	5,783	$583.6k0.36%	0.36%	Added +100	+100 1.8%
62	ALLSTATE CORP COM ALL	ALL	4,206	$570.3k0.35%	0.35%	Reduced -303	-303 -6.7%
63	PAYPAL HLDGS INC COM PYPL	PYPL	7,843	$558.6k0.34%	0.34%	Added +722	+722 10.1%
64	WALMART INC COM WMT	WMT	3,817	$541.2k0.33%	0.33%	Unchanged
65	AMERICAN TOWER CORP NEW COM AMT	AMT	2,516	$533.0k0.33%	0.33%	Added +150	+150 6.3%
66	CATERPILLAR INC COM CAT	CAT	2,157	$516.7k0.32%	0.32%	Unchanged
67	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	13,119	$511.2k0.31%	0.31%	Added +2.9k	+2,926 28.7%
68	ISHARES TR U.S. REAL ES ETF IYR	IYR	5,840	$491.7k0.30%	0.30%	Added +1.1k	+1,110 23.5%
69	FIRST TR INTER DURATN PFD & COM FPF	FPF	28,931	$487.8k0.30%	0.30%	Reduced -1.8k	-1,849 -6.0%
70	ALPHABET INC CAP STK CL A GOOGL	GOOGL	5,180	$457.0k0.28%	0.28%	Unchanged
71	UNITEDHEALTH GROUP INC COM UNH	UNH	825	$437.4k0.27%	0.27%	Unchanged
72	CISCO SYS INC COM CSCO	CSCO	9,029	$430.0k0.26%	0.26%	Added +253	+253 2.9%
73	BHP GROUP LTD SPONSORED ADS BHP	BHP	6,876	$426.6k0.26%	0.26%	Added +263	+263 4.0%
74	INTEL CORP COM INTC	INTC	15,704	$415.1k0.25%	0.25%	Reduced -25	-25 -0.2%
75	LOWES COS INC COM LOW	LOW	1,827	$364.0k0.22%	0.22%	Added +71	+71 4.0%
76	ISHARES TR RUS MDCP VAL ETF IWS	IWS	3,433	$361.6k0.22%	0.22%	Added +534	+534 18.4%
77	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	3,282	$359.5k0.22%	0.22%	Added +1.3k	+1,335 68.6%
78	REPUBLIC SVCS INC COM RSG	RSG	2,714	$350.1k0.21%	0.21%	Unchanged
79	VANECK ETF TRUST AGRIBUSINESS ETF MOO	MOO	4,000	$343.4k0.21%	0.21%	Unchanged
80	ORACLE CORP COM ORCL	ORCL	4,039	$330.1k0.20%	0.20%	Unchanged
81	SUNCOR ENERGY INC NEW COM SU	SU	9,851	$312.4k0.19%	0.19%	Added +168	+168 1.7%
82	GENERAL MLS INC COM GIS	GIS	3,684	$308.9k0.19%	0.19%	Reduced -33	-33 -0.9%
83	SALESFORCE INC COM CRM	CRM	2,326	$308.4k0.19%	0.19%	Unchanged
84	DANAHER CORPORATION COM DHR	DHR	1,145	$303.9k0.19%	0.19%	Reduced -200	-200 -14.9%
85	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	1,272	$303.8k0.19%	0.19%	Unchanged
86	ALPHABET INC CAP STK CL C GOOG	GOOG	3,400	$301.7k0.19%	0.19%	Unchanged
87	VERIZON COMMUNICATIONS INC COM VZ	VZ	7,428	$292.6k0.18%	0.18%	Reduced -391	-391 -5.0%
88	WISDOMTREE TR EM EX ST-OWNED XSOE	XSOE	10,851	$289.5k0.18%	0.18%	Added +407	+407 3.9%
89	MARATHON PETE CORP COM MPC	MPC	2,435	$283.4k0.17%	0.17%	Unchanged
90	COLGATE PALMOLIVE CO COM CL	CL	3,378	$266.2k0.16%	0.16%	Unchanged
91	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	685	$262.0k0.16%	0.16%	Unchanged
92	MASTERCARD INCORPORATED CL A MA	MA	750	$260.8k0.16%	0.16%	Unchanged
93	AT&T INC COM T	T	12,937	$238.0k0.15%	0.15%	Reduced -3.4k	-3,445 -21.0%
94	ISHARES TR RUS MD CP GR ETF IWP	IWP	2,835	$237.0k0.15%	0.15%	Unchanged
95	GENERAL DYNAMICS CORP COM GD	GD	934	$231.7k0.14%	0.14%	Reduced -120	-120 -11.4%
96	DEERE & CO COM DE	DE	511	$219.1k0.13%	0.13%	Unchanged
97	CONAGRA BRANDS INC COM CAG	CAG	5,604	$216.9k0.13%	0.13%	Reduced -190	-190 -3.3%
98	DOLLAR GEN CORP NEW COM DG	DG	841	$207.1k0.13%	0.13%	Unchanged
99	CARRIER GLOBAL CORPORATION COM CARR	CARR	5,011	$206.7k0.13%	0.13%	Unchanged
100	EMERSON ELEC CO COM EMR	EMR	2,126	$204.2k0.13%	0.13%	Unchanged

Sold out since Q3 2022

Security	Ticker	Shares held before	Value then
EATON VANCE TAX-MANAGED BUY- ETV	ETV	1,500	$20.0k1.5k shares
KIMBALL ELECTRONICS INC KE	KE	450	$8.0k450 shares
KIMBALL INTL INC KBAL	KBAL	600	$4.0k600 shares
SMITH & WESSON BRANDS INC SWBI	SWBI	300	$3.0k300 shares
ATLASSIAN CORP PLC		8	$2.0k8 shares
AMERICAN OUTDOOR BRANDS INC AOUT	AOUT	75	$1.0k75 shares
ZIMVIE INC ZIMV	ZIMV	3	$03 shares