Independence Bank Of Kentucky Top Holdings and 13F Report (2024) → The attacks will come for me after releasing this… (From Porter & Company) (Ad) About Independence Bank Of KentuckyInvestment ActivityIndependence Bank Of Kentucky has $333.94 million in total holdings as of March 31, 2024.Independence Bank Of Kentucky owns shares of 517 different stocks, but just 104 companies or ETFs make up 80% of its holdings.Approximately 12.58% of the portfolio was purchased this quarter.About 4.05% of the portfolio was sold this quarter.This quarter, Independence Bank Of Kentucky has purchased 519 new stocks and bought additional shares in 170 stocks.Independence Bank Of Kentucky sold shares of 115 stocks and completely divested from 33 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $20,141,333Apple $12,693,807Microsoft $12,004,824JPMorgan Chase & Co. $9,016,905Amazon.com $8,791,000 Largest New Holdings this Quarter General Electric $506,404 HoldingPinnacle Financial Partners $333,214 HoldingInvesco Bulletshares 2033 Corp Bd ETF $221,510 HoldingTechnology Select Sector SPDR Fund $193,275 HoldingRealty Income $187,186 Holding Largest Purchases this Quarter Microsoft 5,689 shares (about $2.39M)JPMorgan Chase & Co. 9,054 shares (about $1.81M)Apple 9,297 shares (about $1.59M)Chevron 9,525 shares (about $1.50M)Air Products and Chemicals 5,526 shares (about $1.34M) Largest Sales this Quarter Vanguard S&P 500 ETF 5,368 shares (about $2.58M)Vanguard Total International Stock ETF 18,270 shares (about $1.10M)Boeing 5,130 shares (about $990.04K)Vanguard Small-Cap ETF 3,643 shares (about $832.75K)Vanguard Mid-Cap ETF 3,139 shares (about $784.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependence Bank Of Kentucky Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$20,141,333$503,193 ▲2.6%38,5066.0%FinanceAAPLApple$12,693,807$1,594,250 ▲14.4%74,0253.8%Computer and TechnologyMSFTMicrosoft$12,004,824$2,393,476 ▲24.9%28,5343.6%Computer and TechnologyJPMJPMorgan Chase & Co.$9,016,905$1,813,516 ▲25.2%45,0172.7%FinanceAMZNAmazon.com$8,791,000$794,574 ▲9.9%48,7362.6%Retail/WholesaleGOOGLAlphabet$8,334,656$417,020 ▲5.3%55,2222.5%Computer and TechnologyEFAiShares MSCI EAFE ETF$6,925,299$574,992 ▲9.1%86,7182.1%FinanceVVisa$6,071,944$503,181 ▲9.0%21,7571.8%Business ServicesIWRiShares Russell Mid-Cap ETF$5,810,451$562,394 ▲10.7%69,0981.7%ETFMETAMeta Platforms$5,629,329$290,377 ▼-4.9%11,5931.7%Computer and TechnologyCVXChevron$5,152,104$1,502,474 ▲41.2%32,6621.5%Oils/EnergyNVDANVIDIA$5,079,814$272,875 ▼-5.1%5,6221.5%Computer and TechnologyPGProcter & Gamble$4,735,591$342,348 ▲7.8%29,1871.4%Consumer StaplesIWMiShares Russell 2000 ETF$4,586,012$81,596 ▲1.8%21,8071.4%FinanceLLYEli Lilly and Company$4,043,058$7,780 ▲0.2%5,1971.2%MedicalLOWLowe's Companies$4,026,262$220,341 ▲5.8%15,8061.2%Retail/WholesaleCRMSalesforce$3,808,722$125,893 ▼-3.2%12,6461.1%Computer and TechnologyVOOVanguard S&P 500 ETF$3,693,218$2,580,398 ▼-41.1%7,6831.1%ETFJNJJohnson & Johnson$3,563,072$255,635 ▲7.7%22,5241.1%MedicalXOMExxon Mobil$3,375,958$351,393 ▲11.6%29,0431.0%Oils/EnergyNEENextEra Energy$3,177,733$236,914 ▲8.1%49,7221.0%UtilitiesUNHUnitedHealth Group$3,100,285$669,329 ▲27.5%6,2670.9%MedicalABBVAbbVie$2,845,677$746,064 ▲35.5%15,6270.9%MedicalPEPPepsiCo$2,826,237$249,914 ▲9.7%16,1490.8%Consumer StaplesEEMiShares MSCI Emerging Markets ETF$2,764,273$60,593 ▼-2.1%67,2900.8%FinanceGUNRFlexShares Global Upstream Natural Resources Index Fund$2,613,900$19,508 ▼-0.7%63,6450.8%ETFKOCoca-Cola$2,408,228$123,278 ▲5.4%39,3630.7%Consumer StaplesUSBU.S. Bancorp$2,408,123$102,452 ▲4.4%53,8730.7%FinanceMRKMerck & Co., Inc.$2,390,142$366,953 ▲18.1%18,1140.7%MedicalUPSUnited Parcel Service$2,298,860$87,692 ▼-3.7%15,4670.7%TransportationDISWalt Disney$2,137,874$132,516 ▲6.6%17,4720.6%Consumer DiscretionaryACNAccenture$2,098,724$45,059 ▼-2.1%6,0550.6%Business ServicesICEIntercontinental Exchange$2,063,374$20,202 ▼-1.0%15,0140.6%FinanceGDGeneral Dynamics$2,051,442$51,696 ▼-2.5%7,2620.6%AerospaceXLEEnergy Select Sector SPDR Fund$2,036,424$46,261 ▼-2.2%21,5700.6%ETFAPDAir Products and Chemicals$1,971,593$1,338,784 ▲211.6%8,1380.6%Basic MaterialsABTAbbott Laboratories$1,951,088$727,311 ▲59.4%17,1660.6%MedicalBRK.BBerkshire Hathaway$1,928,925$325,482 ▲20.3%4,5870.6%FinanceIWViShares Russell 3000 ETF$1,922,913$60,016 ▼-3.0%6,4080.6%ETFTJXTJX Companies$1,917,142$9,635 ▲0.5%18,9030.6%Retail/WholesalePANWPalo Alto Networks$1,901,682$83,818 ▼-4.2%6,6930.6%Computer and TechnologyMOAltria Group$1,875,180$14,176 ▲0.8%42,9890.6%Consumer StaplesCVSCVS Health$1,862,954$223,408 ▼-10.7%23,3570.6%Retail/WholesaleAVUVAvantis U.S. Small Cap Value ETF$1,851,616$1,037,838 ▲127.5%19,7590.6%ETFHDHome Depot$1,775,301$73,651 ▲4.3%4,6280.5%Retail/WholesaleVNQVanguard Real Estate ETF$1,691,635$77,400 ▼-4.4%19,5610.5%ETFAVGOBroadcom$1,680,620$356,535 ▲26.9%1,2680.5%Computer and TechnologyPFEPfizer$1,655,510$250,305 ▼-13.1%59,6580.5%MedicalNSCNorfolk Southern$1,641,363$741,672 ▲82.4%6,4400.5%TransportationDHRDanaher$1,622,681$679,988 ▲72.1%6,4980.5%Multi-Sector ConglomeratesITWIllinois Tool Works$1,597,368$377,004 ▲30.9%5,9530.5%Industrial ProductsIWFiShares Russell 1000 Growth ETF$1,591,550$20,223 ▲1.3%4,7220.5%ETFPFFiShares Preferred and Income Securities ETF$1,587,166$31,456 ▼-1.9%49,2450.5%ETFWMTWalmart$1,578,440$1,126,202 ▲249.0%26,2330.5%Retail/WholesaleTMOThermo Fisher Scientific$1,577,985$65,096 ▲4.3%2,7150.5%MedicalSBUXStarbucks$1,573,187$690,543 ▲78.2%17,2140.5%Retail/WholesaleAMTAmerican Tower$1,570,643$367,320 ▲30.5%7,9490.5%FinanceHONHoneywell International$1,545,943$138,954 ▲9.9%7,5320.5%Multi-Sector ConglomeratesWMWaste Management$1,536,385$186,080 ▲13.8%7,2080.5%Business ServicesCHDNChurchill Downs$1,516,433$676,170 ▲80.5%12,2540.5%Consumer DiscretionaryBLVVanguard Long-Term Bond ETF$1,509,238$878,448 ▲139.3%20,8660.5%ETFVGLTVanguard Long-Term Treasury Index ETF$1,503,807$32,582 ▼-2.1%25,3850.5%ETFDGDollar General$1,486,628$147,477 ▼-9.0%9,5260.4%Retail/WholesaleVZVerizon Communications$1,479,216$181,141 ▲14.0%35,2530.4%Computer and TechnologyPMPhilip Morris International$1,474,807$378,757 ▲34.6%16,0970.4%Consumer StaplesVCSHVanguard Short-Term Corporate Bond ETF$1,463,556$231,312 ▼-13.6%18,9310.4%ETFUNPUnion Pacific$1,449,020$756,235 ▲109.2%5,8920.4%TransportationVCITVanguard Intermediate-Term Corporate Bond ETF$1,394,272$208,118 ▼-13.0%17,3180.4%ETFORCLOracle$1,379,072$158,394 ▼-10.3%10,9790.4%Computer and TechnologyEFViShares MSCI EAFE Value ETF$1,342,483$782,489 ▲139.7%24,6780.4%ETFTFCTruist Financial$1,315,263$66,695 ▼-4.8%33,7420.4%FinanceTGTTarget$1,308,164$58,125 ▲4.6%7,3820.4%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$1,306,198$75,185 ▼-5.4%17,5990.4%ETFTMUST-Mobile US$1,277,360$444,775 ▲53.4%7,8260.4%Computer and TechnologyDONWisdomTree U.S. MidCap Dividend Fund$1,210,715$256,530 ▲26.9%24,8250.4%FinanceMAMastercard$1,210,667$193,591 ▲19.0%2,5140.4%Business ServicesVBVanguard Small-Cap ETF$1,179,982$832,754 ▼-41.4%5,1620.4%ETFVCLTVanguard Long-Term Corporate Bond ETF$1,175,953$185,405 ▲18.7%15,0320.4%ManufacturingBF.BBrown-Forman$1,149,061$935,354 ▲437.7%22,2600.3%Consumer StaplesASMLASML$1,143,214$23,291 ▲2.1%1,1780.3%Computer and TechnologyDVYiShares Select Dividend ETF$1,133,872$99,776 ▼-8.1%9,2050.3%ETFIVViShares Core S&P 500 ETF$1,121,908$10,515 ▲0.9%2,1340.3%ETFGOOGAlphabet$1,107,082$179,362 ▲19.3%7,2710.3%Computer and TechnologyLMTLockheed Martin$1,088,959$112,353 ▲11.5%2,3940.3%AerospaceVYMVanguard High Dividend Yield ETF$1,086,127$3,025 ▲0.3%8,9770.3%ETFMDLZMondelez International$1,083,180$142,800 ▲15.2%15,4740.3%Consumer StaplesZBHZimmer Biomet$1,067,058$10,426 ▼-1.0%8,0850.3%MedicalSMHVanEck Semiconductor ETF$1,046,204$25,874 ▼-2.4%4,6500.3%ManufacturingRTXRTX$1,044,936$2,926 ▲0.3%10,7140.3%AerospaceSYKStryker$1,013,130$156,747 ▲18.3%2,8310.3%MedicalBLKBlackRock$1,008,777$58,359 ▲6.1%1,2100.3%FinanceDEDeere & Company$977,150$3,697 ▲0.4%2,3790.3%Industrial ProductsAMDAdvanced Micro Devices$948,475$285,896 ▲43.1%5,2550.3%Computer and TechnologyATOAtmos Energy$935,864$594,588 ▼-38.9%7,8730.3%UtilitiesETNEaton$935,539$143,833 ▲18.2%2,9920.3%Industrial ProductsQQQInvesco QQQ$901,340$285,942 ▲46.5%2,0300.3%FinanceNKENIKE$846,102$80,353 ▼-8.7%9,0030.3%Consumer DiscretionarySPGIS&P Global$841,115$208,471 ▲33.0%1,9770.3%Business ServicesSCHWCharles Schwab$836,612$12,659 ▼-1.5%11,5650.3%FinanceCOSTCostco Wholesale$827,872$18,316 ▲2.3%1,1300.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.