$245 Million is the total value of Independence Bank of Kentucky's 395 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Ishares Tr Russell 1000 Growthrus 1000 grw etf | $1,078,000 | +11.5% | 3,527 | 0.0% | 0.44% | +5.3% | |
| VTI | Vanguard Total Stock Market ETFtotal stk mkt | $1,027,000 | +8.7% | 4,254 | 0.0% | 0.42% | +2.7% | |
| QQQ | Invesco QQQ Tr Unit Ser 1unit ser 1 | $933,000 | +11.2% | 2,345 | 0.0% | 0.38% | +5.0% | |
| SPGI | S&P Global Inc Common | $551,000 | +11.1% | 1,167 | 0.0% | 0.22% | +4.7% | |
| CATH | S&P 500 Catholic Values ETFs&p 500 catholic | $539,000 | +9.3% | 9,150 | 0.0% | 0.22% | +3.3% | |
| TAN | Invesco Solar ETFsolar etf | $532,000 | -3.6% | 6,910 | 0.0% | 0.22% | -9.2% | |
| VUG | Vanguard Growth Vipers ETFgrowth etf | $519,000 | +10.7% | 1,618 | 0.0% | 0.21% | +4.4% | |
| DVY | Ishares Dow Jones Select Divindex Fundselect divid etf | $464,000 | +6.9% | 3,781 | 0.0% | 0.19% | +1.1% | |
| MUB | Ishares Tr Natl Mun Bd ETF Fundnational mun etf | $393,000 | 0.0% | 3,379 | 0.0% | 0.16% | -5.3% | |
| IWD | Ishares Tr Russell 1000 Valrus 1000 val etf | $392,000 | +7.4% | 2,332 | 0.0% | 0.16% | +1.3% | |
| CME | CME Group Inc Common | $380,000 | +18.0% | 1,665 | 0.0% | 0.16% | +11.5% | |
| PNC | PNC Financial Services Group | $375,000 | +2.5% | 1,870 | 0.0% | 0.15% | -3.2% | |
| CB | Chubb Limited, Zuerich | $322,000 | +11.4% | 1,665 | 0.0% | 0.13% | +5.6% | |
| VIG | Vanguard Div Appreciation ETFdiv app etf | $288,000 | +11.6% | 1,677 | 0.0% | 0.12% | +5.4% | |
| TLT | Ishares 20 Year Trsy Bond20 yr tr bd etf | $258,000 | +2.8% | 1,740 | 0.0% | 0.10% | -3.7% | |
| BEN | Franklin Res Inc Common | $251,000 | +12.6% | 7,500 | 0.0% | 0.10% | +7.3% | |
| GS | Goldman Sachs Group Inc | $209,000 | +1.0% | 547 | 0.0% | 0.08% | -5.6% | |
| DEO | Diageo PLC New Spons ADRspon adr new | $198,000 | +13.8% | 900 | 0.0% | 0.08% | +8.0% | |
| RF | Regions Financial Corp COM | $188,000 | +2.2% | 8,623 | 0.0% | 0.08% | -3.8% | |
| VEU | Vanguard Ftse All World Ex US Index Fund ETFallwrld ex us | $180,000 | +0.6% | 2,939 | 0.0% | 0.07% | -3.9% | |
| DES | Wisdomtree US Smallcap Dividend Fund ETFus smallcap divd | $162,000 | +6.6% | 4,935 | 0.0% | 0.07% | 0.0% | |
| SLF | Sun Life Finl Inc Common | $158,000 | +8.2% | 2,844 | 0.0% | 0.06% | +3.2% | |
| NFLX | Netflix Inc Common | $151,000 | -1.3% | 251 | 0.0% | 0.06% | -6.1% | |
| XNTK | Spdr NYSE Technology ETFnyse tech etf | $152,000 | +6.3% | 915 | 0.0% | 0.06% | 0.0% | |
| CL | Colgate Palmolive Co | $148,000 | +13.0% | 1,730 | 0.0% | 0.06% | +5.3% | |
| ECL | Ecolab Inc | $148,000 | +13.0% | 630 | 0.0% | 0.06% | +5.3% | |
| DLS | Wisdomtree International Smallcap Div ETFintl smcap div | $140,000 | -0.7% | 1,895 | 0.0% | 0.06% | -6.6% | |
| DWM | Wisdomtree International Equity Fund Eqy ETFintl equity fd | $139,000 | +2.2% | 2,565 | 0.0% | 0.06% | -3.4% | |
| BSCR | Invesco Bullet Shares 2027 Corp Bd ETF | $134,000 | -1.5% | 6,220 | 0.0% | 0.06% | -6.8% | |
| MS | Morgan Stanley | $134,000 | +0.8% | 1,364 | 0.0% | 0.06% | -5.2% | |
| DE | Deere & Company | $129,000 | +2.4% | 375 | 0.0% | 0.05% | -3.6% | |
| IWN | Ishares Russell 2000 Val Indrus 2000 val etf | $128,000 | +3.2% | 772 | 0.0% | 0.05% | -3.7% | |
| LEN | Lennar Corp Class Acl a | $126,000 | +24.8% | 1,082 | 0.0% | 0.05% | +15.9% | |
| D | Dominion Energy Inc | $126,000 | +7.7% | 1,602 | 0.0% | 0.05% | 0.0% | |
| HYG | Ishares Tr Iboxx High Yld ETFiboxx hi yd etf | $122,000 | 0.0% | 1,400 | 0.0% | 0.05% | -5.7% | |
| BSCS | Invesco Bullet Shares 2028 Corp Bd ETFinvsco blsh 28 | $117,000 | -1.7% | 5,170 | 0.0% | 0.05% | -5.9% | |
| CMI | Cummins Inc | $108,000 | -2.7% | 495 | 0.0% | 0.04% | -8.3% | |
| EFG | Ishares MSCI EAFE Growth Index Fundeafe grwth etf | $104,000 | +3.0% | 944 | 0.0% | 0.04% | -4.5% | |
| COST | Costco Wholesale Corp Com | $97,000 | +27.6% | 170 | 0.0% | 0.04% | +21.2% | |
| MDT | Medtronic PLC | $95,000 | -17.4% | 915 | 0.0% | 0.04% | -22.0% | |
| ANTM | Anthem Inc Common | $92,000 | +24.3% | 198 | 0.0% | 0.04% | +18.8% | |
| K | Kelloggs | $94,000 | +1.1% | 1,460 | 0.0% | 0.04% | -5.0% | |
| BSCQ | Invesco Bullet Shares 2026 Corp Bd ETF | $90,000 | -1.1% | 4,230 | 0.0% | 0.04% | -5.1% | |
| SCZ | Ishares Tr MSCI EAFE Small Cap ETFeafe sml cp etf | $88,000 | -2.2% | 1,203 | 0.0% | 0.04% | -7.7% | |
| IJK | Ishares Tr S&P Midcap 400 Growth ETFs&p mc 400gr etf | $88,000 | +7.3% | 1,032 | 0.0% | 0.04% | +2.9% | |
| NUE | Nucor Corp | $84,000 | +15.1% | 740 | 0.0% | 0.03% | +6.2% | |
| KLAC | Kla-tencor Corp Common | $73,000 | +28.1% | 170 | 0.0% | 0.03% | +20.0% | |
| WEC | Wec Energy Group Inc | $73,000 | +9.0% | 756 | 0.0% | 0.03% | +3.4% | |
| ENB | Enbridge Inc Common | $70,000 | -2.8% | 1,800 | 0.0% | 0.03% | -6.5% | |
| BSCO | Invesco Bullet Shares 2024 Corp Bd ETF | $70,000 | -1.4% | 3,200 | 0.0% | 0.03% | -6.5% | |
| IGM | Ishares Expanded Tech Sector ETFexpnd tec sc etf | $70,000 | +7.7% | 160 | 0.0% | 0.03% | +3.6% | |
| BSCP | Invesco Bullet Shares 2025 Corp Bd ETF | $70,000 | -1.4% | 3,200 | 0.0% | 0.03% | -6.5% | |
| ROK | Rockwell Automation Inc | $70,000 | +18.6% | 200 | 0.0% | 0.03% | +11.5% | |
| WBA | Walgreens Boots Alliance Inc | $68,000 | +11.5% | 1,305 | 0.0% | 0.03% | +7.7% | |
| DFS | Discover Finl Svcs Common | $69,000 | -6.8% | 600 | 0.0% | 0.03% | -12.5% | |
| NVS | Novartis AG Spons ADRsponsored adr | $67,000 | +6.3% | 768 | 0.0% | 0.03% | 0.0% | |
| EMR | Emerson Electric Company | $65,000 | -1.5% | 700 | 0.0% | 0.03% | -6.9% | |
| SEDG | SolarEdge Technologies Inc. | $63,000 | +5.0% | 225 | 0.0% | 0.03% | 0.0% | |
| HYD | Vaneck High Yield Muni ETFhigh yld munietf | $60,000 | 0.0% | 960 | 0.0% | 0.02% | -3.8% | |
| VOT | Vanguard Mid-Cap Growth Index ETFmcap gr idxvip | $59,000 | +9.3% | 230 | 0.0% | 0.02% | +4.3% | |
| DON | Wisdomtree US Midcap Dividend Fund ETFus midcap divid | $58,000 | +7.4% | 1,300 | 0.0% | 0.02% | +4.3% | |
| FCX | Freeport-McMoran Inccl b | $56,000 | +30.2% | 1,330 | 0.0% | 0.02% | +21.1% | |
| CTSH | Cognizant Technlogy Solcl a | $56,000 | +19.1% | 630 | 0.0% | 0.02% | +15.0% | |
| BLV | Vanguard Long-term Bond Index Fund ETFlong term bond | $56,000 | +1.8% | 541 | 0.0% | 0.02% | -4.2% | |
| TSN | Tyson Foods Inc Class Acl a | $54,000 | +10.2% | 625 | 0.0% | 0.02% | +4.8% | |
| XLF | Sector SPDR Tr Financialfinancial | $53,000 | +3.9% | 1,370 | 0.0% | 0.02% | 0.0% | |
| IJJ | Ishares Tr S&P Mid Cap 400 Value ETFs&p mc 400vl etf | $52,000 | +8.3% | 466 | 0.0% | 0.02% | 0.0% | |
| IWS | IShares Russell Mid-cap Value ETFrus mdcp val etf | $52,000 | +8.3% | 422 | 0.0% | 0.02% | 0.0% | |
| SLV | Ishares Silver Trishares | $49,000 | +4.3% | 2,300 | 0.0% | 0.02% | 0.0% | |
| IGSB | Ishares Trust Corporate Bond ETF | $47,000 | 0.0% | 864 | 0.0% | 0.02% | -5.0% | |
| MPC | Marathon Petroleum Corp | $47,000 | +4.4% | 730 | 0.0% | 0.02% | 0.0% | |
| ASH | Ashland Global Hldgs | $47,000 | +20.5% | 435 | 0.0% | 0.02% | +11.8% | |
| GABC | German Amern Bancorp Inc Common | $47,000 | +2.2% | 1,200 | 0.0% | 0.02% | -5.0% | |
| JNK | SPDR Bloomberg High Yield Bond ETFbloomberg high y | $47,000 | 0.0% | 434 | 0.0% | 0.02% | -5.0% | |
| PH | Parker Hannifin Corp Common | $45,000 | +15.4% | 140 | 0.0% | 0.02% | +5.9% | |
| BSCN | Invesco Bullet Shares 2023 Corp Bd ETF | $41,000 | 0.0% | 1,900 | 0.0% | 0.02% | -5.6% | |
| QABA | First Tr Nasdaq ABA Cmnty Bk Index Fund | $41,000 | +5.1% | 700 | 0.0% | 0.02% | 0.0% | |
| BSCM | Invesco Bullet Shares 2022 Corp Bd ETF | $41,000 | 0.0% | 1,900 | 0.0% | 0.02% | -5.6% | |
| DRI | Darden Restaurants | $38,000 | 0.0% | 250 | 0.0% | 0.02% | 0.0% | |
| AZN | Astrazeneca PLC ADRsponsored adr | $38,000 | -5.0% | 660 | 0.0% | 0.02% | -5.9% | |
| XPO | XPO Logistics Inc | $39,000 | -2.5% | 500 | 0.0% | 0.02% | -5.9% | |
| LRCX | Lam Resh Corp Common | $40,000 | +29.0% | 55 | 0.0% | 0.02% | +23.1% | |
| IJT | Ishares Trust S&P Small Capital 600 Growth ETFs&p sml 600 gwt | $39,000 | +8.3% | 280 | 0.0% | 0.02% | 0.0% | |
| MMU | Western Asset Managed Muns Fd Inc Common | $39,000 | -2.5% | 3,000 | 0.0% | 0.02% | -5.9% | |
| PGF | Invesco Exchange-Traded Fd Tr Finl PFD ETFfinl pfd etf | $39,000 | 0.0% | 2,050 | 0.0% | 0.02% | -5.9% | |
| EVRG | Evergy Inc | $38,000 | +8.6% | 556 | 0.0% | 0.02% | +6.7% | |
| AWK | American Water Works Co Inc | $37,000 | +12.1% | 194 | 0.0% | 0.02% | +7.1% | |
| GILD | Gilead Sciences Inc | $34,000 | +3.0% | 475 | 0.0% | 0.01% | 0.0% | |
| SPSM | SPDR Portfolio Small Cap ETFportfolio s&p600 | $34,000 | +6.2% | 757 | 0.0% | 0.01% | 0.0% | |
| SWKS | Skyworks Solutions Inc | $33,000 | -5.7% | 215 | 0.0% | 0.01% | -13.3% | |
| BNDX | Vanguard Total International ETFtotal int bd etf | $32,000 | -3.0% | 576 | 0.0% | 0.01% | -7.1% | |
| IJS | Ishares S&P Small Cap 600 Value Index ETFsp smcp600vl etf | $33,000 | +3.1% | 318 | 0.0% | 0.01% | -7.1% | |
| COP | Conocophillips | $29,000 | +7.4% | 395 | 0.0% | 0.01% | 0.0% | |
| DNP | DNP Select Income FD Inc | $30,000 | +3.4% | 2,750 | 0.0% | 0.01% | -7.7% | |
| IDV | Ishares International Select Div ETFintl sel div etf | $30,000 | 0.0% | 975 | 0.0% | 0.01% | -7.7% | |
| EXC | Exelon Corp | $26,000 | +18.2% | 450 | 0.0% | 0.01% | +10.0% | |
| CMG | Chipotle Mexican Grill Inc Common | $26,000 | -3.7% | 15 | 0.0% | 0.01% | -8.3% | |
| ACWX | Ishares Msci Acwi Ex US ETFmsci acwi ex us | $28,000 | 0.0% | 511 | 0.0% | 0.01% | -8.3% | |
| NTRS | Northern Trust Corp | $27,000 | +12.5% | 225 | 0.0% | 0.01% | +10.0% | |
| SHM | SPDR Nuveen Bloomberg Short Term Municipal Bond ETFnuveen blmbrg sh | $27,000 | 0.0% | 545 | 0.0% | 0.01% | -8.3% | |
| SCHW | Schwab Charles Corp New Common | $27,000 | +12.5% | 325 | 0.0% | 0.01% | +10.0% | |
| VFC | V F Corp Common | $28,000 | +12.0% | 380 | 0.0% | 0.01% | 0.0% | |
| FXH | First Trust Health Care AlphaDEX Fund ETFhlth care alph | $25,000 | +4.2% | 201 | 0.0% | 0.01% | 0.0% | |
| VPU | Vanguard Utilities ETFutilities etf | $23,000 | +15.0% | 146 | 0.0% | 0.01% | 0.0% | |
| IDA | Idacorp Inc | $21,000 | +10.5% | 182 | 0.0% | 0.01% | +12.5% | |
| SHYD | Vaneck Short High Yield Muni ETFshrt hgh yld mun | $19,000 | 0.0% | 750 | 0.0% | 0.01% | 0.0% | |
| BDX | Becton Dickinson & Co | $19,000 | +5.6% | 75 | 0.0% | 0.01% | 0.0% | |
| NVAX | Novavax, Inc Common | $20,000 | -31.0% | 142 | 0.0% | 0.01% | -38.5% | |
| FBHS | Fortune Brands Home & Security, Inc | $19,000 | +18.8% | 180 | 0.0% | 0.01% | +14.3% | |
| ADM | Archer Danels Midland | $20,000 | +11.1% | 300 | 0.0% | 0.01% | 0.0% | |
| BSJO | Invesco BulletShares 2024 Hi Yld Corp Bd ETF | $20,000 | 0.0% | 795 | 0.0% | 0.01% | -11.1% | |
| BSJN | Invesco BulletShares 2023 Hi Yld Corp Bd ETF | $20,000 | 0.0% | 785 | 0.0% | 0.01% | -11.1% | |
| BSJM | Invesco BulletShares 2022 Hi Yld Corp Bd ETF | $20,000 | 0.0% | 855 | 0.0% | 0.01% | -11.1% | |
| BR | Broadridge Finl Solutions Inc Common | $17,000 | +6.2% | 95 | 0.0% | 0.01% | 0.0% | |
| BAX | Baxter International Inc Com | $17,000 | +6.2% | 200 | 0.0% | 0.01% | 0.0% | |
| BIIB | Biogen Incorporated | $18,000 | -14.3% | 75 | 0.0% | 0.01% | -22.2% | |
| BX | Blackstone Inc Common | $16,000 | +6.7% | 125 | 0.0% | 0.01% | +16.7% | |
| CM | Canadian Imperial Bank Common | $17,000 | +6.2% | 145 | 0.0% | 0.01% | 0.0% | |
| CNC | Centene Corp Del Common | $16,000 | +33.3% | 196 | 0.0% | 0.01% | +40.0% | |
| CENX | Century Aluminum Co | $17,000 | +30.8% | 1,000 | 0.0% | 0.01% | +16.7% | |
| CTVA | Corteva Inc Com | $18,000 | +12.5% | 375 | 0.0% | 0.01% | 0.0% | |
| FFBC | First Financial Bancorp Corp | $17,000 | +6.2% | 693 | 0.0% | 0.01% | 0.0% | |
| FMBI | First Midwest Bancorp Inc Del Common | $16,000 | +6.7% | 800 | 0.0% | 0.01% | +16.7% | |
| ROBT | First Trust Nasdaq Al & Robotics ETFnasdq artfcial | $17,000 | +6.2% | 300 | 0.0% | 0.01% | 0.0% | |
| IYW | iShrares U.S. Technology ETFu.s. tech etf | $18,000 | +12.5% | 160 | 0.0% | 0.01% | 0.0% | |
| MHK | Mohawk Ind Inc | $18,000 | 0.0% | 100 | 0.0% | 0.01% | -12.5% | |
| XLB | Sector SPDR Tr FD Materialssbi materials | $18,000 | +12.5% | 200 | 0.0% | 0.01% | 0.0% | |
| AFL | AFLAC Inc | $15,000 | +15.4% | 250 | 0.0% | 0.01% | 0.0% | |
| TPR | Tapestry Inc Common | $14,000 | +7.7% | 350 | 0.0% | 0.01% | 0.0% | |
| EFV | Ishares MSCI EAFE Value Index Fundeafe value etf | $14,000 | 0.0% | 268 | 0.0% | 0.01% | 0.0% | |
| OTTR | Otter Tail Corp Common | $14,000 | +27.3% | 200 | 0.0% | 0.01% | +20.0% | |
| PSR | Invesco Active US Real Estate Fund ETFactive us real | $12,000 | +20.0% | 100 | 0.0% | 0.01% | +25.0% | |
| BCE | BCE Inc Common New | $12,000 | 0.0% | 230 | 0.0% | 0.01% | 0.0% | |
| IYZ | Ishares Tr US Telecommunications ETF | $12,000 | +9.1% | 350 | 0.0% | 0.01% | 0.0% | |
| MRVL | Marvell Technology Inc Common | $13,000 | +44.4% | 150 | 0.0% | 0.01% | +25.0% | |
| ALC | Alcon Inc Ord Shs Common | $13,000 | +8.3% | 144 | 0.0% | 0.01% | 0.0% | |
| ADBE | Adobe Systems Incorporated Delaware | $12,000 | -7.7% | 22 | 0.0% | 0.01% | -16.7% | |
| EPD | Enterprise Products Partners LP | $13,000 | 0.0% | 600 | 0.0% | 0.01% | -16.7% | |
| WMB | The Williams Co Inc | $9,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% | |
| BK | Bank New York Mellon Corp | $9,000 | +12.5% | 150 | 0.0% | 0.00% | +33.3% | |
| PCAR | Paccar Inc | $9,000 | +12.5% | 100 | 0.0% | 0.00% | +33.3% | |
| NVO | Novo-nordisk A S ADRadr | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% | |
| IYR | Ishares Tr Dow Jones Real ESu.s. real es etf | $10,000 | +11.1% | 90 | 0.0% | 0.00% | 0.0% | |
| HWM | Howmet Aerospace Inc Common | $11,000 | +10.0% | 333 | 0.0% | 0.00% | 0.0% | |
| SPDW | SPDR Portfolio World EX-US ETFportfolio devlpd | $10,000 | +11.1% | 261 | 0.0% | 0.00% | 0.0% | |
| FSLR | First Solar Inc Common | $9,000 | -10.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BUSE | First Busey Corp Common New | $11,000 | +10.0% | 400 | 0.0% | 0.00% | 0.0% | |
| CCI | Crown Castle Intl Corp Common | $11,000 | +10.0% | 55 | 0.0% | 0.00% | 0.0% | |
| CTBI | Community Trust Bancorp Inc Common | $11,000 | 0.0% | 250 | 0.0% | 0.00% | -20.0% | |
| CLX | Clorox Co Calif | $10,000 | +11.1% | 55 | 0.0% | 0.00% | 0.0% | |
| CARR | Carrier Global Corp Common | $10,000 | +11.1% | 181 | 0.0% | 0.00% | 0.0% | |
| ABB | ABB LTD Spons ADRsponsored adr | $10,000 | +11.1% | 260 | 0.0% | 0.00% | 0.0% | |
| BOH | Bank of Hawaii Corp | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CXSE | Wisdom Tree China ETFchinadiv ex fi | $8,000 | -11.1% | 160 | 0.0% | 0.00% | -25.0% | |
| RCL | Royal Caribbean Cruises Ltd Shs | $8,000 | -11.1% | 100 | 0.0% | 0.00% | -25.0% | |
| XLI | Industrial Select Sector Spdr Fund Etfsbi int-inds | $7,000 | +16.7% | 63 | 0.0% | 0.00% | 0.0% | |
| VLO | Valero Energy Corp | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| STZ | Constellation Brands Commoncl a | $4,000 | +33.3% | 15 | 0.0% | 0.00% | +100.0% | |
| VMC | Vulcan Materials Common | $5,000 | +25.0% | 25 | 0.0% | 0.00% | 0.0% | |
| AMLP | Alps ETF Tralerian mlp | $5,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
| LZB | LA-Z-Boy Inc | $4,000 | +33.3% | 100 | 0.0% | 0.00% | +100.0% | |
| WTRG | Essential Utilities Inc Common | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BWA | Borg-Warner Automotive Inc | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TXN | Texas Instruments Inc | $5,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| GLW | Corning Incorporated | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ALK | Alaska Air Group Inc Corp Common | $5,000 | -16.7% | 100 | 0.0% | 0.00% | -33.3% | |
| OTIS | Otis Worldwide Corp Common | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| HAP | Vaneck Natural Resources ETFnatural resourc | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| AAWW | Atlas Air World Holding | $5,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% | |
| BHF | Brighthouse Finl Inc Common | $6,000 | 0.0% | 123 | 0.0% | 0.00% | -33.3% | |
| MU | Micron Technology Inc Common | $4,000 | +33.3% | 45 | 0.0% | 0.00% | +100.0% | |
| X | United States Steel Common | $5,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
| HOG | Harley Davidson | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| AMX | America Movil Sab DE ADR | $5,000 | +25.0% | 234 | 0.0% | 0.00% | 0.0% | |
| KEY | KeyCorp | $3,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| SPG | Simon Property Group INC Prop Grp REIT | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| XLU | Sector SPDR Tr - Utilitiessbi int-utils | $3,000 | +50.0% | 38 | 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% | |
| GNR | Spdr S&P Global Natural Resources ETFglb nat resrce | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| FTV | Fortive Corporation | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| MJ | ETFMG Alternative Harvest ETFetfmg altr hrvst | $3,000 | -25.0% | 295 | 0.0% | 0.00% | -50.0% | |
| VTRS | Viatris Inc | $3,000 | 0.0% | 229 | 0.0% | 0.00% | 0.0% | |
| BHP | BHP Group Limitedsponsored ads | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ARNC | Arconic Corporation | $3,000 | 0.0% | 83 | 0.0% | 0.00% | 0.0% | |
| ARLP | Alliance Resource Partner LPut ltd part | $3,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% | |
| BABA | Alibaba Group Hldg Ltd Sponsored Adssponsored ads | $3,000 | -25.0% | 25 | 0.0% | 0.00% | -50.0% | |
| HAL | Halliburton Co | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| PSX | Phillips 66 Com | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-26
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.