$193 Million is the total value of Independence Bank of Kentucky's 376 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MDLZ | Mondelez International Inccl a | $1,391,000 | +1.8% | 23,790 | 0.0% | 0.72% | -7.2% | |
FISV | Fiserv, Inc Common | $1,018,000 | +10.5% | 8,940 | 0.0% | 0.53% | +1.0% | |
VTI | Vanguard Total Stock Market ETFtotal stk mkt | $812,000 | +14.2% | 4,174 | 0.0% | 0.42% | +4.2% | |
BAC | Bank of America Corporation | $491,000 | +25.9% | 16,201 | 0.0% | 0.26% | +14.9% | |
IEMG | Ishares Inc Core MSCI Emerging Mkts ETFcore msci emkt | $488,000 | +17.3% | 7,871 | 0.0% | 0.25% | +7.2% | |
USMV | Ishares Msci Usa Min Vol Factor ETFmsci usa min vol | $427,000 | +6.5% | 6,290 | 0.0% | 0.22% | -3.1% | |
MMC | Marsh & McLennan Cos Inc Common | $418,000 | +2.2% | 3,570 | 0.0% | 0.22% | -6.5% | |
VUG | Vanguard Growth Vipers ETFgrowth etf | $410,000 | +11.4% | 1,618 | 0.0% | 0.21% | +1.9% | |
DVY | Ishares Dow Jones Select Divindex Fundselect divid etf | $400,000 | +18.0% | 4,158 | 0.0% | 0.21% | +7.3% | |
SPGI | S&P Global Inc Common | $384,000 | -8.8% | 1,167 | 0.0% | 0.20% | -16.7% | |
EFAV | Ishares Msci Eafe Min Vol Factor ETFmsci eafe min vl | $370,000 | +7.6% | 5,046 | 0.0% | 0.19% | -1.5% | |
MUB | Ishares Tr Natl Mun Bd ETF Fundnational mun etf | $355,000 | +1.1% | 3,032 | 0.0% | 0.18% | -7.5% | |
PNC | PNC Financial Services Group | $294,000 | +35.5% | 1,970 | 0.0% | 0.15% | +23.6% | |
BSCN | Invesco Bullet Shares 2023 Corp Bd ETF | $292,000 | +0.3% | 13,347 | 0.0% | 0.15% | -8.5% | |
VEA | Vanguard Tax-mgd Intl Fd Ftse Dev Mkts ETFftse dev mkt etf | $269,000 | +15.5% | 5,706 | 0.0% | 0.14% | +5.3% | |
SYK | Stryker Corp | $222,000 | +17.5% | 905 | 0.0% | 0.12% | +7.5% | |
AXP | American Express Company | $216,000 | +20.7% | 1,790 | 0.0% | 0.11% | +9.8% | |
NKE | Nike Inc Cl Bcl b | $213,000 | +12.7% | 1,504 | 0.0% | 0.11% | +2.8% | |
VEU | Vanguard Ftse All World Ex US Index Fund ETFallwrld ex us | $172,000 | +16.2% | 2,939 | 0.0% | 0.09% | +6.0% | |
IWD | Ishares Tr Russell 1000 Valrus 1000 val etf | $164,000 | +15.5% | 1,202 | 0.0% | 0.08% | +4.9% | |
ACN | Accenture PLC | $159,000 | +16.1% | 608 | 0.0% | 0.08% | +5.1% | |
XNTK | Spdr NYSE Technology ETFnyse tech etf | $158,000 | +19.7% | 1,115 | 0.0% | 0.08% | +9.3% | |
SJM | Smucker J M Common New | $156,000 | 0.0% | 1,350 | 0.0% | 0.08% | -9.0% | |
ITOT | IShares Trust S&P 1500 Total US Stock Mkt ETFcore s&p ttl stk | $157,000 | +14.6% | 1,818 | 0.0% | 0.08% | +3.8% | |
F | Ford Motor Co | $148,000 | +32.1% | 16,800 | 0.0% | 0.08% | +20.3% | |
BRKB | Berkshire Hathaway Inc Del Cl B Newcl b new | $143,000 | +9.2% | 615 | 0.0% | 0.07% | 0.0% | |
GE | General Electric Co | $140,000 | +72.8% | 12,980 | 0.0% | 0.07% | +58.7% | |
RF | Regions Financial Corp COM | $139,000 | +40.4% | 8,623 | 0.0% | 0.07% | +28.6% | |
MA | Mastercard Inccl a | $134,000 | +5.5% | 375 | 0.0% | 0.07% | -4.2% | |
DES | Wisdomtree US Smallcap Dividend Fund ETFus smallcap divd | $131,000 | +26.0% | 4,935 | 0.0% | 0.07% | +15.3% | |
DLS | Wisdomtree International Smallcap Div ETFintl smcap div | $129,000 | +13.2% | 1,895 | 0.0% | 0.07% | +3.1% | |
DWM | Wisdomtree International Equity Fund Eqy ETFintl equity fd | $130,000 | +11.1% | 2,565 | 0.0% | 0.07% | +1.5% | |
IVV | Ishares Tr Core S&P 500 ETFcore s&p500 etf | $128,000 | +11.3% | 342 | 0.0% | 0.07% | +1.5% | |
NUE | Nucor Corp | $126,000 | +17.8% | 2,378 | 0.0% | 0.06% | +6.6% | |
SLF | Sun Life Finl Inc Common | $126,000 | +8.6% | 2,844 | 0.0% | 0.06% | -1.5% | |
BSCR | Invesco Bullet Shares 2027 Corp Bd ETF | $119,000 | +2.6% | 5,300 | 0.0% | 0.06% | -6.1% | |
MDT | Medtronic PLC | $110,000 | +12.2% | 940 | 0.0% | 0.06% | +1.8% | |
DE | Deere & Company | $109,000 | +21.1% | 405 | 0.0% | 0.06% | +9.8% | |
LEN | Lennar Corp Class Acl a | $109,000 | -6.8% | 1,432 | 0.0% | 0.06% | -15.2% | |
BSCS | Invesco Bullet Shares 2028 Corp Bd ETFinvsco blsh 28 | $102,000 | +3.0% | 4,300 | 0.0% | 0.05% | -5.4% | |
PH | Parker Hannifin Corp Common | $102,000 | +34.2% | 375 | 0.0% | 0.05% | +23.3% | |
LOGI | Logitech International Sa, Apples Namen-akt. | $97,000 | +24.4% | 1,000 | 0.0% | 0.05% | +13.6% | |
PPG | PPG Industries Inc | $94,000 | +19.0% | 650 | 0.0% | 0.05% | +8.9% | |
VAR | Varian Medical Systems, Inc. | $92,000 | +2.2% | 525 | 0.0% | 0.05% | -5.9% | |
TSLA | Tesla Inc | $88,000 | +63.0% | 125 | 0.0% | 0.05% | +48.4% | |
EFG | Ishares MSCI EAFE Growth Index Fundeafe grwth etf | $87,000 | +11.5% | 863 | 0.0% | 0.04% | +2.3% | |
TMUS | T-mobile US Inc Common | $84,000 | +18.3% | 620 | 0.0% | 0.04% | +10.0% | |
MCHP | Microchip Tech Inc | $81,000 | +35.0% | 585 | 0.0% | 0.04% | +23.5% | |
IWO | Ishares Russell 2000 Growth ETFrus 2000 grw etf | $77,000 | +30.5% | 268 | 0.0% | 0.04% | +17.6% | |
IWN | Ishares Russell 2000 Val Indrus 2000 val etf | $75,000 | +33.9% | 566 | 0.0% | 0.04% | +21.9% | |
SCZ | Ishares Tr MSCI EAFE Small Cap ETFeafe sml cp etf | $74,000 | +15.6% | 1,084 | 0.0% | 0.04% | +5.6% | |
VWO | Vanguard Ftse Emerging Market ETFftse emr mkt etf | $73,000 | +15.9% | 1,452 | 0.0% | 0.04% | +5.6% | |
BSCQ | Invesco Bullet Shares 2026 Corp Bd ETF | $72,000 | +1.4% | 3,300 | 0.0% | 0.04% | -7.5% | |
EEMV | Ishares Msci Emerging Markets Min Vol Factor ETFmsci emerg mrkt | $71,000 | +9.2% | 1,170 | 0.0% | 0.04% | 0.0% | |
WEC | Wec Energy Group Inc | $70,000 | -4.1% | 756 | 0.0% | 0.04% | -12.2% | |
DOW | Dow Inc Corp Common | $67,000 | +17.5% | 1,209 | 0.0% | 0.04% | +9.4% | |
WBA | Walgreens Boots Alliance Inc | $66,000 | +11.9% | 1,645 | 0.0% | 0.03% | 0.0% | |
HYD | Vaneck Vectors High Yield Muni ETFhigh yld mun etf | $59,000 | +3.5% | 960 | 0.0% | 0.03% | -3.1% | |
ANTM | Anthem Inc Common | $60,000 | +20.0% | 186 | 0.0% | 0.03% | +10.7% | |
EMR | Emerson Electric Company | $60,000 | +22.4% | 750 | 0.0% | 0.03% | +10.7% | |
SLV | Ishares Silver Trishares | $57,000 | +14.0% | 2,300 | 0.0% | 0.03% | +7.1% | |
IGM | Ishares Expanded Tech Sector ETFexpnd tec sc etf | $56,000 | +14.3% | 160 | 0.0% | 0.03% | +3.6% | |
CTSH | Cognizant Technlogy Solcl a | $52,000 | +18.2% | 630 | 0.0% | 0.03% | +8.0% | |
BSCP | Invesco Bullet Shares 2025 Corp Bd ETF | $52,000 | +2.0% | 2,300 | 0.0% | 0.03% | -6.9% | |
BSCO | Invesco Bullet Shares 2024 Corp Bd ETF | $51,000 | 0.0% | 2,300 | 0.0% | 0.03% | -10.3% | |
KLAC | Kla-tencor Corp Common | $50,000 | +31.6% | 195 | 0.0% | 0.03% | +18.2% | |
ROK | Rockwell Automation Inc | $50,000 | +13.6% | 200 | 0.0% | 0.03% | +4.0% | |
IGSB | Ishares Trust Corporate Bond ETF | $48,000 | +2.1% | 864 | 0.0% | 0.02% | -7.4% | |
VOT | Vanguard Mid-Cap Growth Index ETFmcap gr idxvip | $49,000 | +19.5% | 230 | 0.0% | 0.02% | +8.7% | |
JNK | SPDR Bloomberg Barclays High Yield Bond ETFbloomberg brclys | $47,000 | +4.4% | 434 | 0.0% | 0.02% | -7.7% | |
TM | Toyota Mtr Corp ADR 2 | $46,000 | +15.0% | 300 | 0.0% | 0.02% | +4.3% | |
DON | Wisdomtree US Midcap Dividend Fund ETFus midcap divid | $45,000 | +18.4% | 1,300 | 0.0% | 0.02% | +4.5% | |
XLF | Sector SPDR Tr Financialsbi int-finl | $42,000 | +20.0% | 1,440 | 0.0% | 0.02% | +10.0% | |
TSN | Tyson Foods Inc Class Acl a | $42,000 | +7.7% | 650 | 0.0% | 0.02% | 0.0% | |
WMB | The Williams Co Inc | $43,000 | +2.4% | 2,150 | 0.0% | 0.02% | -8.3% | |
BSCM | Invesco Bullet Shares 2022 Corp Bd ETF | $41,000 | 0.0% | 1,900 | 0.0% | 0.02% | -8.7% | |
IJH | Ishares Tr Core S&P Mid-Cap ETFcore s&p mcp etf | $41,000 | +24.2% | 179 | 0.0% | 0.02% | +10.5% | |
GABC | German Amern Bancorp Inc Common | $40,000 | +21.2% | 1,200 | 0.0% | 0.02% | +10.5% | |
NVDA | Nvidia Corp Common | $39,000 | -4.9% | 75 | 0.0% | 0.02% | -13.0% | |
FFBC | First Financial Bancorp Corp | $38,000 | +46.2% | 2,193 | 0.0% | 0.02% | +33.3% | |
MMU | Western Asset Managed Muns Fd Inc Common | $39,000 | +5.4% | 3,000 | 0.0% | 0.02% | -4.8% | |
ASH | Ashland Global Hldgs | $34,000 | +9.7% | 435 | 0.0% | 0.02% | 0.0% | |
MSI | Motorola Solutions Inc Common New | $34,000 | +9.7% | 200 | 0.0% | 0.02% | 0.0% | |
EMLC | Vaneck Vectors JP Morgan Em Loc Curr Bd ETFjp morgan mkts | $34,000 | +6.2% | 1,031 | 0.0% | 0.02% | 0.0% | |
VFC | V F Corp Common | $32,000 | +18.5% | 380 | 0.0% | 0.02% | +13.3% | |
SWKS | Skyworks Solutions Inc | $33,000 | +6.5% | 215 | 0.0% | 0.02% | -5.6% | |
AMAT | Applied Materials Inc | $31,000 | +47.6% | 355 | 0.0% | 0.02% | +33.3% | |
COST | Costco Wholesale Corp Com | $30,000 | +7.1% | 80 | 0.0% | 0.02% | 0.0% | |
EVRG | Evergy Inc | $31,000 | +10.7% | 556 | 0.0% | 0.02% | 0.0% | |
QABA | First Tr Nasdaq ABA Cmnty Bk Index Fund | $31,000 | +40.9% | 700 | 0.0% | 0.02% | +33.3% | |
IDV | Ishares International Select Div ETFintl sel div etf | $29,000 | +20.8% | 975 | 0.0% | 0.02% | +7.1% | |
DNP | DNP Select Income FD Inc | $28,000 | 0.0% | 2,750 | 0.0% | 0.02% | -6.2% | |
CMG | Chipotle Mexican Grill Inc Common | $28,000 | +12.0% | 20 | 0.0% | 0.02% | +7.1% | |
SPIB | Spdr Portfolio Intermediate Term Corp Bd ETFportfolio intrmd | $27,000 | 0.0% | 723 | 0.0% | 0.01% | -6.7% | |
IVE | Ishares S&P 500 Value ETFs&p 500 val etf | $27,000 | +12.5% | 212 | 0.0% | 0.01% | 0.0% | |
SHM | Spdr Nuveen Barclays Capital ST Muni Bond ETFnuveen blmbrg sr | $27,000 | 0.0% | 545 | 0.0% | 0.01% | -6.7% | |
GM | General Motors | $25,000 | +38.9% | 600 | 0.0% | 0.01% | +30.0% | |
FCX | Freeport-McMoran Inccl b | $26,000 | +62.5% | 1,000 | 0.0% | 0.01% | +44.4% | |
AZN | Astrazeneca PLC ADRsponsored adr | $25,000 | -7.4% | 495 | 0.0% | 0.01% | -13.3% | |
PHYS | Sprott Physical Gold Trust Etv Untunit | $26,000 | 0.0% | 1,700 | 0.0% | 0.01% | -13.3% | |
LRCX | Lam Resh Corp Common | $26,000 | +44.4% | 55 | 0.0% | 0.01% | +30.0% | |
BABA | Alibaba Group Hldg Ltd Sponsored Adssponsored ads | $23,000 | -20.7% | 100 | 0.0% | 0.01% | -25.0% | |
EXC | Exelon Corp | $23,000 | +15.0% | 550 | 0.0% | 0.01% | +9.1% | |
QCOM | Qualcomm Incorporated | $21,000 | +31.2% | 140 | 0.0% | 0.01% | +22.2% | |
SHYD | Vaneck Vectors Short High Yield Muni ETFshrt hgh yld mun | $19,000 | +5.6% | 750 | 0.0% | 0.01% | 0.0% | |
RHI | Robert Half Int'l Inc | $19,000 | +18.8% | 300 | 0.0% | 0.01% | +11.1% | |
VSS | Vanguard FTSE All World Ex US Small Cap ETFftse smcap etf | $20,000 | +11.1% | 167 | 0.0% | 0.01% | 0.0% | |
VTR | Ventas | $20,000 | +17.6% | 400 | 0.0% | 0.01% | 0.0% | |
PGF | Invesco Exchange-Traded Fd Tr Finl PFD ETFfinl pfd etf | $18,000 | 0.0% | 950 | 0.0% | 0.01% | -10.0% | |
IDA | Idacorp Inc | $17,000 | +13.3% | 182 | 0.0% | 0.01% | 0.0% | |
IAT | Ishares Dow Jones ETFus regnl bks etf | $18,000 | +38.5% | 400 | 0.0% | 0.01% | +28.6% | |
BIIB | Biogen Incorporated | $18,000 | -14.3% | 75 | 0.0% | 0.01% | -25.0% | |
BR | Broadridge Finl Solutions Inc Common | $15,000 | +15.4% | 95 | 0.0% | 0.01% | +14.3% | |
NVAX | Novavax, Inc Common | $16,000 | +6.7% | 142 | 0.0% | 0.01% | -11.1% | |
ROBT | First Trust Nasdaq Al & Robotics ETFnasdq artfcial | $15,000 | +25.0% | 300 | 0.0% | 0.01% | +14.3% | |
HUM | Humana Inc | $16,000 | -5.9% | 40 | 0.0% | 0.01% | -20.0% | |
BAX | Baxter International Inc Com | $16,000 | 0.0% | 200 | 0.0% | 0.01% | -11.1% | |
BSV | Vanguard Bond Index ETFshort trm bond | $15,000 | 0.0% | 182 | 0.0% | 0.01% | -11.1% | |
ADM | Archer Danels Midland | $15,000 | +7.1% | 300 | 0.0% | 0.01% | 0.0% | |
BSCL | Invesco Bullet Shares 2021 Corp Bd ETF | $13,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% | |
NFLX | Netflix Inc Common | $14,000 | +7.7% | 25 | 0.0% | 0.01% | 0.0% | |
TPR | Tapestry Inc Common | $14,000 | +100.0% | 450 | 0.0% | 0.01% | +75.0% | |
CRON | Cronos Group Inc Common | $14,000 | +40.0% | 2,000 | 0.0% | 0.01% | +16.7% | |
AFL | AFLAC Inc | $11,000 | +22.2% | 250 | 0.0% | 0.01% | +20.0% | |
EOG | EOG Resources Inc Common | $11,000 | +37.5% | 225 | 0.0% | 0.01% | +20.0% | |
CNC | Centene Corp Del Common | $12,000 | +9.1% | 196 | 0.0% | 0.01% | 0.0% | |
ADI | Analog Devices Inc Corp Com | $11,000 | +22.2% | 75 | 0.0% | 0.01% | +20.0% | |
ADBE | Adobe Systems Incorporated Delaware | $11,000 | 0.0% | 22 | 0.0% | 0.01% | 0.0% | |
FSLR | First Solar Inc Common | $10,000 | +42.9% | 100 | 0.0% | 0.01% | +25.0% | |
PCAR | Paccar Inc | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
ALC | Alcon Inc Ord Shs Common | $10,000 | +25.0% | 144 | 0.0% | 0.01% | 0.0% | |
PSR | Invesco Active US Real Estate Fund ETFactive us real | $9,000 | +12.5% | 100 | 0.0% | 0.01% | 0.0% | |
HWM | Howmet Aerospace Inc Common | $10,000 | +66.7% | 333 | 0.0% | 0.01% | +66.7% | |
OTTR | Otter Tail Corp Common | $9,000 | +28.6% | 200 | 0.0% | 0.01% | +25.0% | |
BUSE | First Busey Corp Common New | $9,000 | +50.0% | 400 | 0.0% | 0.01% | +66.7% | |
NVO | Novo-nordisk A S ADRadr | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
IYR | Ishares Tr Dow Jones Real ESu.s. real es etf | $8,000 | +14.3% | 90 | 0.0% | 0.00% | 0.0% | |
BOH | Bank of Hawaii Corp | $8,000 | +60.0% | 100 | 0.0% | 0.00% | +33.3% | |
ICLN | Ishares Global Clean Energy ETFgl clean ene etf | $7,000 | +40.0% | 250 | 0.0% | 0.00% | +33.3% | |
AMLP | Alps ETF Tralerian mlp | $7,000 | +40.0% | 260 | 0.0% | 0.00% | +33.3% | |
ETR | Entergy Corporation | $7,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
SYBT | Stock Yards Bancorp Inc Corp Common | $8,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% | |
AAWW | Atlas Air World Holding | $7,000 | -12.5% | 135 | 0.0% | 0.00% | -20.0% | |
RCL | Royal Caribbean Cruises Ltd Shs | $7,000 | +16.7% | 100 | 0.0% | 0.00% | +33.3% | |
CGC | Canopy Growth Corp Common | $5,000 | +66.7% | 200 | 0.0% | 0.00% | +50.0% | |
FMBI | First Midwest Bancorp Inc Del Common | $6,000 | +50.0% | 375 | 0.0% | 0.00% | +50.0% | |
BK | Bank New York Mellon Corp | $6,000 | +20.0% | 150 | 0.0% | 0.00% | 0.0% | |
ALK | Alaska Air Group Inc Corp Common | $5,000 | +25.0% | 100 | 0.0% | 0.00% | +50.0% | |
KSU | Kansas City Southern Corp Common | $6,000 | +20.0% | 30 | 0.0% | 0.00% | 0.0% | |
OTIS | Otis Worldwide Corp Common | $3,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
MJ | ETFMG Alternative Harvest ETFetfmg altr hrvst | $4,000 | +33.3% | 295 | 0.0% | 0.00% | 0.0% | |
HAP | Vaneck Vectors Natural Resources ETF Resrcsnat res etf | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
KEY | KeyCorp | $4,000 | +33.3% | 250 | 0.0% | 0.00% | 0.0% | |
FCAU | Fiat Chrysler Automobiles N V Shs | $4,000 | +100.0% | 200 | 0.0% | 0.00% | +100.0% | |
LZB | LA-Z-Boy Inc | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
TXN | Texas Instruments Inc | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
BHF | Brighthouse Finl Inc Common | $4,000 | +33.3% | 123 | 0.0% | 0.00% | 0.0% | |
GLW | Corning Incorporated | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
FTV | Fortive Corporation | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
HOG | Harley Davidson | $4,000 | +100.0% | 100 | 0.0% | 0.00% | +100.0% | |
AMX | America Movil Sab DE ADR | $3,000 | 0.0% | 234 | 0.0% | 0.00% | 0.0% | |
KHC | Kraft Heinz Co | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
ARNC | Arconic Corporation | $2,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% | |
MRO | Marathon Oil Corp Com | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
BBBY | Bed Bath & Beyond Inc Common | $2,000 | +100.0% | 100 | 0.0% | 0.00% | 0.0% | |
RWO | SPDR Dow Jones Global Real Estate ETFdj glb rl es etf | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
ARLP | Alliance Resource Partner LPut ltd part | $1,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% | |
SPWR | Sunpower Corp | $1,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
EFV | Ishares MSCI EAFE Value Index Fundeafe value etf | $2,000 | +100.0% | 36 | 0.0% | 0.00% | 0.0% | |
CNA | CNA Financial Corp Common | $1,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
CXW | Corecivic Inc Common | $1,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
VBR | Vanguard Small-Cap Value ETFsm cp val etf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-22
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Apple Incorporated | 24 | Q3 2023 | 5.8% |
S&P 500 Tr UTS Unit 1 Ser | 24 | Q3 2023 | 6.3% |
Alphabet Inc Class A | 24 | Q3 2023 | 3.4% |
Procter & Gamble Co | 24 | Q3 2023 | 3.2% |
Johnson & Johnson | 24 | Q3 2023 | 2.6% |
J P Morgan Chase & Co | 24 | Q3 2023 | 3.0% |
Amazon Com Inc | 24 | Q3 2023 | 2.7% |
Intel Corporation | 24 | Q3 2023 | 3.6% |
Pfizer Inc | 24 | Q3 2023 | 2.3% |
Microsoft Corp | 24 | Q3 2023 | 2.3% |
View Independence Bank of Kentucky's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-16 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-07 |
13F-HR | 2023-04-06 |
13F-HR | 2023-01-09 |
13F-HR | 2022-10-06 |
13F-HR | 2022-07-06 |
13F-HR | 2022-04-14 |
13F-HR | 2022-01-26 |
View Independence Bank of Kentucky'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.