| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PPR | Exit | VOYA PRIME RATE TRsh ben int | $0 | – | -11,532 | -100.0% | -0.06% | – |
| PBRA | Exit | PETROLEO BRASILEIRO SA PETROsp adr non vtg | $0 | – | -20,000 | -100.0% | -0.22% | – |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -1,798 | -100.0% | -0.22% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -1,627 | -100.0% | -0.22% | – |
| LVS | Exit | LAS VEGAS SANDS CORP | $0 | – | -2,957 | -100.0% | -0.23% | – |
| PBR | Exit | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | -20,000 | -100.0% | -0.23% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -3,610 | -100.0% | -0.23% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -3,140 | -100.0% | -0.23% | – |
| APTV | Exit | APTIV PLC | $0 | – | -2,524 | -100.0% | -0.24% | – |
| AA | Exit | ALCOA CORP | $0 | – | -4,165 | -100.0% | -0.25% | – |
| UNH | Exit | UNITED HEALTH GROUP INC | $0 | – | -1,023 | -100.0% | -0.25% | – |
| DFJ | Exit | WISDOMTREE JAPANjp smallcp div | $0 | – | -2,845 | -100.0% | -0.25% | – |
| AIA | Exit | ISHARES TRasia 50 etf | $0 | – | -3,593 | -100.0% | -0.26% | – |
| IGM | Exit | ISHARES TRn amer tech etf | $0 | – | -1,446 | -100.0% | -0.27% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -8,800 | -100.0% | -0.27% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -4,640 | -100.0% | -0.28% | – |
| MKTX | Exit | MARKETAXESS HLDGS INC | $0 | – | -1,239 | -100.0% | -0.28% | – |
| MOS | Exit | MOSAIC CO NEW | $0 | – | -10,100 | -100.0% | -0.29% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,725 | -100.0% | -0.29% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -2,477 | -100.0% | -0.29% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -3,207 | -100.0% | -0.30% | – |
| BG | Exit | BUNGE LIMITED | $0 | – | -4,000 | -100.0% | -0.30% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,802 | -100.0% | -0.30% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC | $0 | – | -3,258 | -100.0% | -0.32% | – |
| VALE | Exit | VALE S Aadr | $0 | – | -23,600 | -100.0% | -0.32% | – |
| PFE | Exit | PFIZER INC | $0 | – | -8,124 | -100.0% | -0.32% | – |
| GOLD | Exit | BARRICK GOLD CORP | $0 | – | -20,500 | -100.0% | -0.33% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -2,350 | -100.0% | -0.33% | – |
| CME | Exit | CME GROUP INC | $0 | – | -2,087 | -100.0% | -0.34% | – |
| L100PS | Exit | ARCONIC INC | $0 | – | -12,000 | -100.0% | -0.36% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -2,132 | -100.0% | -0.37% | – |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -31,386 | -100.0% | -0.38% | – |
| AGU | Exit | AGRIUM INC | $0 | – | -3,000 | -100.0% | -0.38% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -2,296 | -100.0% | -0.38% | – |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -1,998 | -100.0% | -0.39% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -5,201 | -100.0% | -0.40% | – |
| ODFL | Exit | OLD DOMINION FGHT LINES INC | $0 | – | -2,793 | -100.0% | -0.40% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -1,205 | -100.0% | -0.41% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -1,443 | -100.0% | -0.42% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -1,297 | -100.0% | -0.46% | – |
| JPM | Exit | JP MORGAN CHASE & CO | $0 | – | -4,101 | -100.0% | -0.48% | – |
| ROST | Exit | ROSS STORES INC | $0 | – | -5,487 | -100.0% | -0.49% | – |
| NVS | Exit | NOVARTIS A Gsponsored adr | $0 | – | -5,419 | -100.0% | -0.50% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -10,430 | -100.0% | -0.54% | – |
| AMZN | Exit | AMAZON.COM INC | $0 | – | -422 | -100.0% | -0.55% | – |
| SSL | Exit | SASOL LTDsponsored adr | $0 | – | -15,000 | -100.0% | -0.57% | – |
| GOOGL | Exit | GOOGLE INCcl a | $0 | – | -501 | -100.0% | -0.58% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -4,987 | -100.0% | -0.62% | – |
| FSB | Exit | FRANKLIN FINL NETWORK INC | $0 | – | -16,820 | -100.0% | -0.63% | – |
| IUSV | Exit | ISHARES TRcore russell val | $0 | – | -10,389 | -100.0% | -0.64% | – |
| IEMG | Exit | ISHARES TRcore msci emkt | $0 | – | -10,809 | -100.0% | -0.68% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -5,855 | -100.0% | -0.71% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -3,659 | -100.0% | -0.80% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -14,513 | -100.0% | -0.90% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -13,154 | -100.0% | -0.96% | – |
| DWDP | Exit | DOWDUPONT INC | $0 | – | -15,315 | -100.0% | -1.20% | – |
| AEP | Exit | AMERICAN ELEC PWR INC | $0 | – | -18,810 | -100.0% | -1.53% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -5,000 | -100.0% | -1.91% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -29,478 | -100.0% | -1.99% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -16,884 | -100.0% | -2.19% | – |
| STI | Exit | SUNTRUST BKS INC | $0 | – | -31,387 | -100.0% | -2.24% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -42,711 | -100.0% | -2.69% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -26,193 | -100.0% | -2.80% | – |
| T | Exit | AT&T INC | $0 | – | -75,610 | -100.0% | -3.25% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -37,674 | -100.0% | -3.56% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -43,512 | -100.0% | -3.63% | – |
| KO | Exit | COCA COLA CO | $0 | – | -73,564 | -100.0% | -3.73% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -49,823 | -100.0% | -4.00% | – |
| WMT | Exit | WAL-MART STORES INC | $0 | – | -37,748 | -100.0% | -4.12% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -30,262 | -100.0% | -4.67% | – |
| INTC | Exit | INTEL CORP | $0 | – | -93,597 | -100.0% | -4.77% | – |
| AAPL | Exit | APPLE INC | $0 | – | -27,028 | -100.0% | -5.05% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -122,374 | -100.0% | -5.41% | – |
| MMM | Exit | 3M CO | $0 | – | -21,378 | -100.0% | -5.56% | – |
| BA | Exit | BOEING CO | $0 | – | -18,315 | -100.0% | -5.96% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -38,390 | -100.0% | -8.04% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| HOME DEPOT INC | 19 | Q4 2017 | 8.7% |
| COMCAST CORP NEW | 19 | Q4 2017 | 6.2% |
| 3M CO | 19 | Q4 2017 | 5.7% |
| JOHNSON & JOHNSON | 19 | Q4 2017 | 5.3% |
| INTEL CORPORATION | 19 | Q4 2017 | 5.0% |
| COLGATE PALMOLIVE COMPANY | 19 | Q4 2017 | 4.4% |
| AT&T INC | 19 | Q4 2017 | 4.1% |
| APPLE INC | 19 | Q4 2017 | 5.1% |
| COCA COLA CO | 19 | Q4 2017 | 4.0% |
| WAL-MART STORES INC | 19 | Q4 2017 | 4.1% |
View Independence Trust CO's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-02-08 |
| 13F-HR | 2017-10-26 |
| 13F-HR | 2017-08-08 |
| 13F-HR | 2017-05-09 |
| 13F-HR | 2017-01-25 |
| 13F-HR | 2016-10-21 |
| 13F-HR | 2016-07-22 |
| 13F-HR | 2016-04-19 |
| 13F-HR | 2016-01-29 |
| 13F-HR | 2015-10-16 |
View Independence Trust CO'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.