Holdings Channel
Size ($ in 1000's)
At 12/31/2023: $284,607
At 09/30/2023: $236,690

Independence Bank of Kentucky holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Independence Bank of Kentucky 13F filings. Link to 13F filings: SEC filings

Independence Bank of Kentucky Top Holdings
As of  12/31/2023, below is a summary of the Independence Bank of Kentucky top holdings by largest position size, as per the latest 13f filing made by Independence Bank of Kentucky. In the Independence Bank of Kentucky-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Independence Bank of Kentucky in that top holding, then the share count change between reporting periods, and finally the Independence Bank of Kentucky top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
S&P 500 Tr UTS Unit 1 Ser 37,544 +2,548 $17,845
     SPY37,544+2,548$17,845
Apple Incorporated 64,728 +177 $12,462
     AAPL64,728+177$12,462
Microsoft Corp 22,845 +5,374 $8,591
     MSFT22,845+5,374$8,591
Alphabet Inc Class A 52,459 +3,429 $7,328
     GOOGL52,459+3,429$7,328
Amazon Com Inc 44,331 +4,797 $6,736
     AMZN44,331+4,797$6,736
J P Morgan Chase & Co 35,963 +6,452 $6,117
     JPM35,963+6,452$6,117
Ishares Tr MSCI EAFE Index (EFA) 79,518 -764 $5,992
     EFA79,518-764$5,992
Vanguard S&P 500 Index ETF (VOO) 13,051 -145 $5,701
     VOO13,051-145$5,701
Visa Inc 19,954 +3,700 $5,195
     V19,954+3,700$5,195
Ishares Russell Midcap Index (IWR) 62,410 -22 $4,851
     IWR62,410-22$4,851
Meta Platform Inc. 12,191 +110 $4,315
     META12,191+110$4,315
Russell 2000 Index Fund (IWM) 21,419 -249 $4,299
     IWM21,419-249$4,299
Procter & Gamble Co 27,077 +710 $3,968
     PG27,077+710$3,968
Chevron Corporation 23,137 +3,310 $3,451
     CVX23,137+3,310$3,451
Salesforce Common Inc 13,064 -334 $3,438
     CRM13,064-334$3,438
Lowes Cos Inc 14,941 +1,799 $3,325
     LOW14,941+1,799$3,325
Johnson & Johnson 20,908 +236 $3,277
     JNJ20,908+236$3,277
Lilly Eli & Co 5,187 +1,062 $3,024
     LLY5,187+1,062$3,024
Nvidia Corp Common 5,924 +866 $2,934
     NVDA5,924+866$2,934
Nextera Energy Inc 46,015 +16,456 $2,795
     NEE46,015+16,456$2,795
Ishares MSCI Emerging Mkts Index Fund (EEM) 68,765 +1,781 $2,765
     EEM68,765+1,781$2,765
Flexshares Morningstar Global Natural Res ETF (GUNR) 64,120 -3,590 $2,626
     GUNR64,120-3,590$2,626
Exxon Mobil Corp 26,020 -1,705 $2,601
     XOM26,020-1,705$2,601
United Health Group Inc 4,914 +1,006 $2,587
     UNH4,914+1,006$2,587
United Parcel Service 16,057 +1,553 $2,525
     UPS16,057+1,553$2,525
Pepsico Inc 14,721 +2,145 $2,500
     PEP14,721+2,145$2,500
US Bancorp Del 51,581 -611 $2,232
     USB51,581-611$2,232
Coca Cola Co 37,348 +1,220 $2,201
     KO37,348+1,220$2,201
Accenture PLC 6,185 -150 $2,170
     ACN6,185-150$2,170
CVS Health Corporation 26,158 -2,289 $2,065
     CVS26,158-2,289$2,065
Palo Alto Networks Inc Common 6,988 +393 $2,061
     PANW6,988+393$2,061
Boeing Company 7,800 +1,747 $2,033
     BA7,800+1,747$2,033
Pfizer Inc 68,678 -5,940 $1,977
     PFE68,678-5,940$1,977
Intercontinental Exchange Inc (ICE) 15,161 -145 $1,947
     ICE15,161-145$1,947
General Dynamics Corp 7,445 -50 $1,933
     GD7,445-50$1,933
Vanguard Small Cap ETF (VB) 8,805 -176 $1,878
     VB8,805-176$1,878
Energy SPDR Select Sector ETF (XLE) 22,060 -970 $1,850
     XLE22,060-970$1,850
Ishares Tr Russell 3000 ETF (IWV) 6,608 UNCH $1,809
     IWV6,608UNCH$1,809
Vanguard Real Estate ETF (VNQ) 20,456 -885 $1,807
     VNQ20,456-885$1,807
Abbvie Inc Com 11,530 +449 $1,787
     ABBV11,530+449$1,787
TJX Companies Inc 18,808 -2,540 $1,764
     TJX18,808-2,540$1,764
Altria Group Inc 42,664 -950 $1,721
     MO42,664-950$1,721
Vanguard Short Term Corp Index Fund (VCSH) 21,923 -827 $1,696
     VCSH21,923-827$1,696
Merck & Co Inc New Com 15,333 +2,530 $1,672
     MRK15,333+2,530$1,672
Vanguard Total International Stock Index ETF (VXUS) 28,227 -488 $1,636
     VXUS28,227-488$1,636
Vanguard Intermediate Term Corp Bond Index Fund (VCIT) 19,903 +248 $1,618
     VCIT19,903+248$1,618
Vanguard Gov& 39 t Long Term Treasury ETF (VGLT) 25,935 -17,850 $1,596
     VGLT25,935-17,850$1,596
Ishares Trust Pfd & Income Securities ETF (PFF) 50,221 -10,252 $1,566
     PFF50,221-10,252$1,566
Home Depot Inc 4,436 +1,078 $1,537
     HD4,436+1,078$1,537
ATMOS Energy Corp 12,875 UNCH $1,492
     ATO12,875UNCH$1,492

See Full List: All Stocks Held By Independence Bank of Kentucky
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Independence Bank of Kentucky

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