Independence Trust Company

Latest statistics and disclosures from Independence Trust's latest quarterly 13F-HR filing:

Independence Trust portfolio companies for March 2016 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
HD Home Depot 8.66 -5.00% 41176 133.43 113.11
Walgreen Boots Alliance 6.18 -5.00% 46558 84.24 0.00
CMCSA Comcast Corporation 5.58 -7.00% 57892 61.08 58.60
MMM 3M Company 4.94 -15.00% 18793 166.60 162.72
WFC Wells Fargo & Company 4.67 -10.00% 61247 48.36 53.90
JNJ Johnson & Johnson 4.41 -17.00% 25869 108.20 98.55
INTC Intel Corporation 4.40 -13.00% 86205 32.34 32.76
GE General Electric Company 4.28 -18.00% 85386 31.79 25.35
AAPL Apple 4.22 -12.00% 24555 108.98 123.28
CL Colgate-Palmolive Company 3.98 -6.00% 35702 70.64 68.17
KO Coca-Cola Company 3.70 -14.00% 50648 46.38 40.22
T AT&T; 3.59 -24.00% 58195 39.16 32.70
AEP American Electric Power Company 3.32 -7.00% 31690 66.39 55.21
XOM Exxon Mobil Corporation 3.28 -3.00% 24879 83.60 84.57
BA Boeing Company 3.26 -18.00% 16280 126.97 152.38
WMT Wal-Mart Stores 2.99 -6.00% 27670 68.49 81.06
MDY SPDR S&P; MidCap 400 ETF 2.98 7205 262.73 268.26
MSFT Microsoft Corporation 2.97 -15.00% 34117 55.22 42.00
Abbvie 2.24 24923 57.10 0.00
ADP Automatic Data Processing 2.13 -6.00% 15057 89.73 85.00
ABT Abbott Laboratories 1.75 +7.00% 26501 41.81 46.40
BRK.B Berkshire Hathaway 1.47 6573 141.94 0.00
AGG iShares Lehman Aggregate Bond 1.03 5875 110.81 110.29
NVO Novo Nordisk A/S 1.02 11968 54.14 46.07
HON Honeywell International 0.97 5465 111.99 100.92
SPY SPDR S&P; 500 ETF 0.88 +6.00% 2705 205.55 205.25
LMT Lockheed Martin Corporation 0.88 -43.00% 2504 221.65 197.87
Alphabet Inc Class A cs 0.80 +3.00% 666 762.76 0.00
IWW iShares Russell 3000 Value Index 0.70 3463 128.79 131.04
PFE Pfizer 0.66 -51.00% 14187 29.60 33.78
Franklin Financial Networ 0.65 15320 27.02 0.00
CVS CVS Caremark Corporation 0.64 +10.00% 3926 103.67 101.90
EZM WisdomTree MidCap Earnings Fund 0.59 4125 90.18 93.65
SBUX Starbucks Corporation 0.58 6127 59.74 92.23
EEM iShares MSCI Emerging Markets Indx 0.56 10430 34.23 38.45
DD E.I. du Pont de Nemours & Company 0.55 -21.00% 5499 63.28 79.13
Nextera Energy 0.54 +8.00% 2905 118.42 0.00
Facebook Inc cl a 0.52 -47.00% 2908 114.17 0.00
EFA iShares MSCI EAFE Index Fund 0.47 5201 57.10 62.56
JPM JPMorgan Chase & Co. 0.43 -9.00% 4591 59.25 60.16
UTX United Technologies Corporation 0.38 -33.00% 2427 100.12 118.52
ROST Ross Stores 0.37 4070 57.99 105.22
Enterprise Products Partners 0.36 9330 24.65 0.00
KMB Kimberly-Clark Corporation 0.35 -15.00% 1675 134.33 103.80
DIS Walt Disney Company 0.34 -60.00% 2165 99.31 103.60
Alerian Mlp Etf 0.27 -30.00% 15706 10.95 0.00
IAU iShares Gold Trust 0.24 NEW 12865 11.89 11.14
BDJ BlackRock Enhanced Dividend Achievers Tr 0.12 10358 7.53 8.19
PPT Putnam Premier Income Trust 0.08 10274 4.77 5.32

Past 13F-HR SEC Filings for Independence Trust

View All Filings for Independence Trust