$2.65 Billion is the total value of FARMERS & MERCHANTS INVESTMENTS INC's 1763 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VXUS | New | Vanguard Total International Stock Index Fund ETFvg tl intl stk f | $100,888 | – | 1,799 | +100.0% | 0.00% | – |
| SDOG | New | ALPS Sector Dividend Dogs ETFsectr div dogs | $96,042 | – | 1,922 | +100.0% | 0.00% | – |
| New | Crane Co | $96,339 | – | 1,081 | +100.0% | 0.00% | – | |
| SGOL | New | abrdn Physical Gold Shares ETF | $78,458 | – | 4,271 | +100.0% | 0.00% | – |
| VXF | New | Vanguard Extended Market Index ETFextend mkt etf | $48,072 | – | 323 | +100.0% | 0.00% | – |
| SPTS | New | SPDR Portfolio Short Term Treasury ETFportfolio sh tsr | $46,525 | – | 1,616 | +100.0% | 0.00% | – |
| FBND | New | Fidelity Total Bond ETFtotal bd etf | $43,830 | – | 965 | +100.0% | 0.00% | – |
| SPYV | New | SPDR Portfolio S&P 500 Value ETFprtflo s&p500 vl | $14,688 | – | 340 | +100.0% | 0.00% | – |
| PODD | New | Insulet Corp | $13,840 | – | 48 | +100.0% | 0.00% | – |
| SPYG | New | SPDR Portfolio S&P 500 Growth ETFprtflo s&p500 gw | $21,415 | – | 351 | +100.0% | 0.00% | – |
| WFCPRL | New | Wells Fargo Co Perpetual Pfd Ser Lperp pfd cnv a | $39,168 | – | 34 | +100.0% | 0.00% | – |
| FVC | New | First Trust Dorsey Wright Dynamic Focus 5 ETFdorsey wright | $23,191 | – | 690 | +100.0% | 0.00% | – |
| IWY | New | iShares Russell Top 200 Growth ETFrus tp200 gr etf | $15,856 | – | 100 | +100.0% | 0.00% | – |
| New | McEwen Mining Inc | $7,190 | – | 1,000 | +100.0% | 0.00% | – | |
| New | N-able Inc | $605 | – | 42 | +100.0% | 0.00% | – | |
| NEX | New | NexTier Oilfield Solutions Inc | $939 | – | 105 | +100.0% | 0.00% | – |
| New | RB Global Inc | $1,980 | – | 33 | +100.0% | 0.00% | – | |
| RDN | New | Radian Group INC CORP COMMON | $2,781 | – | 110 | +100.0% | 0.00% | – |
| SLYG | New | SPDR S&P 600 Small Cap Growth ETFs&p 600 smcp grw | $5,002 | – | 65 | +100.0% | 0.00% | – |
| SPMB | New | SPDR Portfolio Mortgage Backed Bond ETFport mtg bk etf | $1,139 | – | 52 | +100.0% | 0.00% | – |
| MDYG | New | SPDR S&P 400 Mid CapGrowth ETFs&p 400 mdcp grw | $6,663 | – | 93 | +100.0% | 0.00% | – |
| New | SPDR Blackstone High Income ETFspdr blackstone | $55 | – | 2 | +100.0% | 0.00% | – | |
| New | Sigma Lithium Corp | $10,075 | – | 250 | +100.0% | 0.00% | – | |
| SQ | New | Block Inccl a | $4,660 | – | 70 | +100.0% | 0.00% | – |
| STAG | New | Stag Industrial Inc | $2,691 | – | 75 | +100.0% | 0.00% | – |
| New | Star Holdings | $132 | – | 9 | +100.0% | 0.00% | – | |
| VRRM | New | Verra Mobility Corp | $1,972 | – | 100 | +100.0% | 0.00% | – |
| DON | New | WisdomTree MidCap Dividend Fundus midcap divid | $4,205 | – | 100 | +100.0% | 0.00% | – |
| AGGY | New | WisdomTree Yield Enhanced US Aggregate Bond Fund ETFyield enhancd us | $1,422 | – | 33 | +100.0% | 0.00% | – |
| New | WisdomTree Floating Rate Treasury Fund ETFfloatng rat trea | $4,428 | – | 88 | +100.0% | 0.00% | – | |
| ZI | New | ZoomInfo Technologies Inc | $2,031 | – | 80 | +100.0% | 0.00% | – |
| BG | New | Bunge Limited | $10,190 | – | 108 | +100.0% | 0.00% | – |
| AVIG | New | Avantis Core Fixed Income ETFavantis core fi | $1,158 | – | 28 | +100.0% | 0.00% | – |
| AVUV | New | Avantis U.S. Small Cap Value ETFus sml cp valu | $3,260 | – | 42 | +100.0% | 0.00% | – |
| AUB | New | Atlantic Union Bankshares Corp | $1,298 | – | 50 | +100.0% | 0.00% | – |
| BTEGF | New | Baytex Energy Corp | $339 | – | 104 | +100.0% | 0.00% | – |
| BERY | New | Berry Plastics Group Inc | $1,287 | – | 20 | +100.0% | 0.00% | – |
| CVI | New | CVR Energy Inc | $599 | – | 20 | +100.0% | 0.00% | – |
| New | Canadian Pacific Kansas City Limited | $11,469 | – | 142 | +100.0% | 0.00% | – | |
| CERT | New | Certara Inc | $1,275 | – | 70 | +100.0% | 0.00% | – |
| New | Core Laboratories Inc | $1,093 | – | 47 | +100.0% | 0.00% | – | |
| CRWD | New | Crowdstrike Holdings Inccl a | $1,175 | – | 8 | +100.0% | 0.00% | – |
| CCK | New | Crown Holdings Inc | $2,693 | – | 31 | +100.0% | 0.00% | – |
| New | Cytek Biosciences Inc | $512 | – | 60 | +100.0% | 0.00% | – | |
| DOCS | New | Doximity Inccl a | $1,701 | – | 50 | +100.0% | 0.00% | – |
| BGLD | New | FT Cboe Vest Gold Strategy Quarterly Buffer ETFcboe vest gld st | $4,604 | – | 235 | +100.0% | 0.00% | – |
| LMBS | New | First Trust Low Duration Opportunities ETFfst low oppt eft | $2,765 | – | 58 | +100.0% | 0.00% | – |
| KNG | New | FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETFft cboe vest s&p | $1,163 | – | 22 | +100.0% | 0.00% | – |
| QJUN | New | FT Cboe Vest Nasdaq-100 Buffer ETF - Junecboe vest nas100 | $8,077 | – | 363 | +100.0% | 0.00% | – |
| QMAR | New | FT Cboe Vest Nasdaq-100 Buffer ETF - Marchcboe vest nas100 | $8,104 | – | 338 | +100.0% | 0.00% | – |
| FJAN | New | FT Cboe Vest U.S. Equity Buffer ETF - Januaryft cboe vest bfr | $10,525 | – | 283 | +100.0% | 0.00% | – |
| DJAN | New | FT Cboe Vest U.S. Equity Deep Buffer ETF - Januarycboe vest us eqt | $9,938 | – | 304 | +100.0% | 0.00% | – |
| QDEC | New | FT Cboe Vest Nasdaq-100 Buffer ETF - Decemberft cboe vest 100 | $7,747 | – | 346 | +100.0% | 0.00% | – |
| FOCT | New | FT Cboe Vest U.S. Equity Buffer ETF - Octobervest us eqty buf | $10,491 | – | 278 | +100.0% | 0.00% | – |
| DOCT | New | FT Cboe Vest U.S. Equity Deep Buffer ETF - Octobervest us eqt dep | $10,331 | – | 296 | +100.0% | 0.00% | – |
| DJUL | New | FT Cboe Vest US Equity Deep Buffer ETF - Julycboe vest us eqt | $10,340 | – | 298 | +100.0% | 0.00% | – |
| FIXD | New | First Trust TCW Opportunistic Fixed Income ETFtcw opportunis | $2,253 | – | 51 | +100.0% | 0.00% | – |
| FJUL | New | FT Cboe Vest US Equity Buffer ETF - Julycboe vest us eqt | $10,413 | – | 267 | +100.0% | 0.00% | – |
| DAPR | New | FT Cboe Vest U.S. Equity Deep Buffer ETF - Aprilcboe vest us dep | $9,622 | – | 313 | +100.0% | 0.00% | – |
| New | FT Cboe Vest Growth-100 Buffer ETF - Septembercboe vest nas100 | $8,193 | – | 384 | +100.0% | 0.00% | – | |
| FAPR | New | FT Cboe Vest U.S. Equity Buffer ETF - Aprilcboe vest us eqt | $10,368 | – | 316 | +100.0% | 0.00% | – |
| GPK | New | Graphic Packaging Holding Co | $1,202 | – | 50 | +100.0% | 0.00% | – |
| HTZZ | New | Hertz Global Holdings Inc | $920 | – | 50 | +100.0% | 0.00% | – |
| IWX | New | iShares Russell Top 200 Value ETFrus tp200 vl etf | $10,521 | – | 156 | +100.0% | 0.00% | – |
| ILTB | New | iShares Core 10 Year USD Bond ETFcore lt usdb etf | $2,367 | – | 45 | +100.0% | 0.00% | – |
| CMBS | New | iShares CMBS ETFcmbs etf | $550 | – | 12 | +100.0% | 0.00% | – |
| JPST | New | JPMorgan Ultra-Short Income ETFultra shrt inc | $3,359 | – | 67 | +100.0% | 0.00% | – |
| KW | New | Kennedy-Wilson Holdings Inc | $1,225 | – | 75 | +100.0% | 0.00% | – |
| New | Knife River Corp | $1,001 | – | 23 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Nelnet, Inc. | 45 | Q2 2024 | 11.0% |
| Vanguard MSCI EAFE ETF | 45 | Q2 2024 | 5.0% |
| iShares S&P 500 Index Fund | 45 | Q2 2024 | 7.0% |
| Microsoft Corp | 45 | Q2 2024 | 4.0% |
| Apple Inc | 45 | Q2 2024 | 3.5% |
| Vanguard FTSE Emerging Markets ETF | 45 | Q2 2024 | 2.3% |
| Johnson & Johnson | 45 | Q2 2024 | 1.9% |
| iShares S&P Midcap 400 | 45 | Q2 2024 | 3.0% |
| PepsiCo Inc | 45 | Q2 2024 | 1.8% |
| Lowe's Companies, Inc | 45 | Q2 2024 | 1.6% |
View FARMERS & MERCHANTS INVESTMENTS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-19 |
View FARMERS & MERCHANTS INVESTMENTS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.