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CIK: 0001730479
Total reported value
$887.6M
$887.6M
586 檔
10.0%
In Q3 2024, Independence Bank of Kentucky's U.S. equity holdings reached a combined market value of $887.6M, distributed across 586 disclosed stock positions.
In Q3 2024, Independence Bank of Kentucky displayed an active expansion posture, initiating 1 new positions and adding to 45 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 586 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.02% | -0.01% | +26.25% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.25% | -0.07% | -15.44% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.14% | -0.29% | +34.39% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.80% | +0.34% | +30.05% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.79% | +0.13% | +29.06% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.33% | -0.05% | +8.73% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.30% | +0.23% | +55.12% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.06% | -0.16% | +39.77% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.77% | -0.03% | +17.98% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.69% | -0.11% | +14.53% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.61% | — | +12.94% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.41% | -0.09% | -0.64% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +0.06% | +31.30% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.33% | +0.07% | +34.22% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.32% | +0.27% | +28.48% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.30% | +0.08% | +12.88% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.26% | -0.10% | +10.00% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.24% | -0.31% | +10.88% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.08% | -0.17% | +18.25% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.07% | -0.08% | +65.56% | |
| 21 | NEE | Nextera Energy Inc | Stock-Utilities | 0.99% | -0.14% | +12.03% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.26% | -0.87% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.89% | -0.06% | -7.91% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 0.87% | +0.73% | +92.11% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | -0.05% | +63.99% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.81% | -0.09% | +12.94% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | +0.14% | +11.55% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.75% | -0.13% | +0.33% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.04% | +21.58% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.16% | +41.81% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.67% | -0.11% | +27.26% | |
| 32 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.66% | -0.02% | +119.03% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.62% | -0.04% | +3.79% | |
| 34 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.59% | -0.03% | +11.00% | |
| 35 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.59% | -0.02% | +21.46% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.59% | +0.03% | -7.45% | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.56% | -0.01% | +3.30% | |
| 38 | USB | US Bancorp | Stock-Financials | 0.54% | -0.02% | -0.91% | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.53% | -0.07% | -2.34% | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.52% | +0.19% | +1.56% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.02% | +8.91% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.09% | +972.88% | |
| 43 | ICE | Intercontinental Exchange In | Stock-Financials | 0.50% | -0.11% | -8.92% | |
| 44 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.49% | +0.22% | +678.45% | |
| 45 | BLKCHF | Blackrock Inc | Stock-Other | 0.49% | — | +80.50% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.48% | -0.06% | +6.54% | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.48% | -0.02% | +2.26% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.04% | +89.86% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.45% | -0.02% | -0.87% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.45% | +0.07% | +108.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.6% | +26.25% | Add |
| 2 | META | Meta Platforms Inc-class A | +0.5% | +39.77% | Add |
| 3 | NVDA | Nvidia CORP | +0.4% | +55.12% | Add |
| 4 | VRT | Vertiv Holdings Co-a | +0.4% | +678.45% | Add |
| 5 | ORCL | Oracle CORP | +0.4% | +65.56% | Add |
| 6 | AMD | Advanced Micro Devices | +0.3% | +92.11% | Add |
| 7 | DON | Wisdomtree US Midcap Dividen | +0.3% | +119.03% | Add |
| 8 | HD | Home Depot Inc | +0.3% | +63.99% | Add |
| 9 | IRM | Iron Mountain Inc | +0.3% | +1204.97% | Add |
| 10 | UNH | Unitedhealth Group Inc | +0.3% | +34.22% | Add |
| 11 | PNC | Pnc Financial Services Group | +0.3% | +230.12% | Add |
| 12 | MCD | Mcdonald's CORP | +0.2% | +89.86% | Add |
| 13 | BLKCHF | Blackrock Inc | +0.2% | +80.50% | Add |
| 14 | MSFT | Microsoft CORP | +0.2% | +34.39% | Add |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +108.71% | Add |
| 16 | WMT | Walmart Inc | +0.2% | +41.81% | Add |
| 17 | MS | Morgan Stanley | +0.2% | +203.61% | Add |
| 18 | CMI | Cummins Inc | +0.2% | +1617.24% | Add |
| 19 | VOO | Vanguard S&p 500 ETF | +0.2% | +31.30% | Add |
| 20 | XLI | Ss Industrial Select Sector | +0.2% | +1395.21% | Add |
| 21 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +192.74% | Add |
| 22 | DFSEUR | Discover Financial Services | +0.1% | +491.79% | Add |
| 23 | MU | Micron Technology Inc | +0.1% | +291.07% | Add |
| 24 | SU | Suncor Energy Inc | +0.1% | +323.70% | Add |
| 25 | OEF | Ishares S&p 100 ETF | +0.1% | NEW | New buy |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +55.42% | Add |
| 27 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +111.56% | Add |
| 28 | ABT | Abbott Laboratories | +0.1% | +27.26% | Add |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +21.58% | Add |
| 30 | LMT | Lockheed Martin CORP | +0.1% | +23.00% | Add |
| 31 | ETN | Eaton Corporation plc | +0.1% | +53.90% | Add |
| 32 | BAC | Bank Of America CORP | +0.1% | +71.42% | Add |
| 33 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +17.98% | Add |
| 34 | NEE | Nextera Energy Inc | +0.1% | +12.03% | Add |
| 35 | COST | Costco Wholesale CORP | +0.1% | +39.83% | Add |
| 36 | AMZN | Amazon.com Inc | 0% | +29.06% | Add |
| 37 | LLY | Eli Lilly & Co | 0% | +28.48% | Add |
| 38 | ABBV | Abbvie Inc | 0% | +11.55% | Add |
| 39 | APD | Air Products & Chemicals Inc | 0% | +11.00% | Add |
| 40 | IWM | Ishares Russell 2000 ETF | 0% | +12.88% | Add |
| 41 | JNJ | Johnson & Johnson | 0% | +10.00% | Add |
| 42 | PEP | Pepsico Inc | 0% | +18.25% | Add |
| 43 | PG | Procter & Gamble Co/the | 0% | +14.53% | Add |
| 44 | V | Visa Inc-class A Shares | -0.1% | +12.94% | Add |
| 45 | GOOGL | Alphabet Inc-cl A | -0.1% | +30.05% | Add |
| 46 | DG | Dollar General CORP | -0.2% | -87.15% | Trim |
| 47 | JPM | Jpmorgan Chase & Co | -0.2% | +8.73% | Add |
| 48 | VCLT | Vanguard Long-term CORP Bond | -0.2% | -61.57% | Trim |
| 49 | SMH | Vaneck Semiconductor ETF | -0.4% | -44.98% | Trim |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.6% | -15.44% | Trim |
According to official SEC Form 13F filings, Independence Bank of Kentucky reported a total U.S. public equity portfolio value of $887.6M across 586 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, MSFT) accounted for 10.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
OEF
市值: $533.3K
Top Position Liquidated / Trimmed
SPY
前期市值: $22.2M
During Q3 2024, Independence Bank of Kentucky's top holdings by market value included AAPL (5.0%)、SPY (4.3%)、MSFT (4.1%). The largest single position, AAPL, represented 5.0% of total portfolio value.
In Q3 2024, Independence Bank of Kentucky made 50 total portfolio adjustments, initiating 1 new buys, adding to 45 positions, trimming 4 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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