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CIK: 0001730479
Total reported value
$887.6M
$887.6M
623 檔
19.4%
At the close of Q4 2024, Independence Bank of Kentucky disclosed equity holdings valued at approximately $887.6M, spread across 623 reported holdings.
In Q4 2024, Independence Bank of Kentucky displayed an active expansion posture, initiating 1 new positions and adding to 46 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 623 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.31% | -0.07% | +263.95% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.65% | -0.01% | +20.39% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.38% | -0.29% | +50.99% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.35% | -0.05% | +76.97% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.80% | +0.07% | +2534.77% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.57% | +0.13% | +9.55% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.46% | +0.34% | +7.57% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.98% | +0.23% | +8.57% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | -0.16% | +6.92% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.56% | — | +18.33% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.30% | -0.11% | +11.09% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.25% | -0.03% | -1.19% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.06% | +18.17% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.12% | -0.09% | +22.52% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.08% | -0.05% | +88.01% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.10% | +26.01% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.00% | +0.08% | +6.90% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 0.94% | -0.31% | +7.80% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.94% | -0.06% | +517.33% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.94% | -0.17% | +35.27% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | +0.27% | +11.13% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.83% | +0.07% | +0.76% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.81% | -0.08% | +8.39% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.79% | -0.05% | +349.22% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.78% | +0.02% | +807.42% | |
| 26 | SPGI | S&p Global Inc | Stock-Financials | 0.77% | -0.17% | +363.67% | |
| 27 | ADP | Automatic Data Processing | Stock-Tech | 0.75% | -0.01% | +1344.11% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.16% | +31.96% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.14% | +40.11% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.64% | -0.13% | -2.46% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | -0.09% | +25.90% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.62% | +0.12% | +207.06% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.04% | +25.06% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.26% | +2.63% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.60% | -0.11% | +25.50% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.57% | -0.14% | -6.06% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.57% | -0.06% | -2.89% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.55% | -0.02% | +40.61% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | +0.09% | +9.93% | |
| 40 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.52% | -0.02% | +10.38% | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.51% | +0.73% | +11.53% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.50% | -0.03% | +1278.50% | |
| 43 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.47% | +0.22% | +17.50% | |
| 44 | WM | Waste Management Inc | Stock-Industrials | 0.47% | -0.10% | +81.34% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.07% | +38.42% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.45% | -0.04% | +21.87% | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.43% | -0.02% | +22.45% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.01% | +46.68% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.42% | — | +1929.24% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.41% | +0.03% | +7.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +7.1% | +263.95% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +2.7% | +2534.77% | Add |
| 3 | JPM | Jpmorgan Chase & Co | +1% | +76.97% | Add |
| 4 | USMV | Ishares Msci USA Min Vol Fac | +0.7% | +517.33% | Add |
| 5 | ADP | Automatic Data Processing | +0.7% | +1344.11% | Add |
| 6 | OEF | Ishares S&p 100 ETF | +0.7% | +807.42% | Add |
| 7 | VYM | Vanguard High Dvd Yield ETF | +0.5% | +349.22% | Add |
| 8 | SPGI | S&p Global Inc | +0.5% | +363.67% | Add |
| 9 | SDY | Ss Spdr S&p Dividend ETF | +0.5% | +1278.50% | Add |
| 10 | MDY | State Street Spdr S&p Midcap | +0.4% | +1929.24% | Add |
| 11 | ASML | ASML Holding N.V. | +0.3% | +207.06% | Add |
| 12 | SYY | Sysco CORP | +0.3% | +413.50% | Add |
| 13 | MSFT | Microsoft CORP | +0.2% | +50.99% | Add |
| 14 | HD | Home Depot Inc | +0.2% | +88.01% | Add |
| 15 | PAYX | Paychex Inc | +0.1% | +193.26% | Add |
| 16 | FDX | Fedex CORP | +0.1% | +520.16% | Add |
| 17 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +187.58% | Add |
| 18 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +346.52% | Add |
| 19 | CIVI | Civitas Resources Inc | +0.1% | +372.62% | Add |
| 20 | WM | Waste Management Inc | +0.1% | +81.34% | Add |
| 21 | MZTI | Marzetti Company/the | +0.1% | NEW | New buy |
| 22 | SYK | Stryker CORP | +0.1% | +75.05% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +42.49% | Add |
| 24 | DVY | Ishares Select Dividend ETF | +0.1% | +71.82% | Add |
| 25 | WMT | Walmart Inc | 0% | +31.96% | Add |
| 26 | MA | Mastercard Inc - A | 0% | +40.61% | Add |
| 27 | AVGO | Broadcom Inc | 0% | +9.93% | Add |
| 28 | IVV | Ishares Core S&p 500 ETF | 0% | +46.68% | Add |
| 29 | TXN | Texas Instruments Inc | 0% | +74.46% | Add |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | +38.42% | Add |
| 31 | DIS | Walt Disney Co/the | — | +21.87% | Add |
| 32 | VRT | Vertiv Holdings Co-a | 0% | +17.50% | Add |
| 33 | V | Visa Inc-class A Shares | -0.1% | +18.33% | Add |
| 34 | ABBV | Abbvie Inc | -0.1% | +40.11% | Add |
| 35 | ABT | Abbott Laboratories | -0.1% | +25.50% | Add |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +25.06% | Add |
| 37 | CRM | Salesforce Inc | -0.1% | -2.46% | Trim |
| 38 | PEP | Pepsico Inc | -0.1% | +35.27% | Add |
| 39 | VOO | Vanguard S&p 500 ETF | -0.2% | +18.17% | Add |
| 40 | AMZN | Amazon.com Inc | -0.2% | +9.55% | Add |
| 41 | JNJ | Johnson & Johnson | -0.3% | +26.01% | Add |
| 42 | EFA | Ishares Msci Eafe ETF | -0.3% | +22.52% | Add |
| 43 | NVDA | Nvidia CORP | -0.3% | +8.57% | Add |
| 44 | GOOGL | Alphabet Inc-cl A | -0.3% | +7.57% | Add |
| 45 | AMD | Advanced Micro Devices | -0.4% | +11.53% | Add |
| 46 | AAPL | Apple Inc | -0.4% | +20.39% | Add |
| 47 | NEE | Nextera Energy Inc | -0.4% | -6.06% | Trim |
| 48 | META | Meta Platforms Inc-class A | -0.5% | +6.92% | Add |
| 49 | BLKCHF | Blackrock Inc | -0.5% | EXIT | Sold out |
| 50 | UNH | Unitedhealth Group Inc | -0.5% | +0.76% | Add |
According to official SEC Form 13F filings, Independence Bank of Kentucky reported a total U.S. public equity portfolio value of $887.6M across 623 disclosed positions in Q4 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 SPY, AAPL, MSFT) accounted for 19.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
MZTI
市值: $629.7K
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $2.3M
During Q4 2024, Independence Bank of Kentucky's top holdings by market value included SPY (11.3%)、AAPL (4.7%)、MSFT (4.4%). The largest single position, SPY, represented 11.3% of total portfolio value.
In Q4 2024, Independence Bank of Kentucky made 50 total portfolio adjustments, initiating 1 new buys, adding to 46 positions, trimming 2 holdings, and fully liquidating 1 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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