Independence Bank of Kentucky 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IB Independence Bank of Kentucky | Institutional Filer | ▼ 1.81% | $789.4M | 623 |
Current Portfolio Holdings
Showing all 623 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 131K | $84.9M | 10.75% |
| 2 | MSFT | Microsoft Corporation | Technology | 81K | $29.9M | 3.79% |
| 3 | AAPL | Apple Inc. | Technology | 116K | $29.5M | 3.73% |
| 4 | JPM | JPMorgan Chase & Co. | Financial Services | 93K | $27.4M | 3.47% |
| 5 | GOOGL | Alphabet Inc. | Technology | 84K | $24.3M | 3.08% |
| 6 | NVDA | NVIDIA Corporation | Technology | 134K | $23.4M | 2.96% |
| 7 | VTI | Vanguard Total Stock Market ETF | — | 63K | $20.1M | 2.55% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 93K | $19.4M | 2.45% |
| 9 | AVDE | Avantis International Equity ETF | — | 182K | $15.4M | 1.95% |
| 10 | LLY | Eli Lilly and Company | Healthcare | 14K | $13.1M | 1.67% |
| 11 | EFA | Ishares Tr MSCI EAFE Index | — | 129K | $12.5M | 1.58% |
| 12 | VRT | Vertiv Holdings Co | Industrials | 48K | $12.0M | 1.51% |
| 13 | VOO | Vanguard S&P 500 Index ETF | — | 19K | $11.3M | 1.43% |
| 14 | META | Meta Platforms, Inc. | Technology | 18K | $10.3M | 1.31% |
| 15 | JNJ | Johnson & Johnson | Healthcare | 40K | $9.7M | 1.23% |
Showing 1 to 15 of 623 holdings