Independence Trust Company

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

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Positions held by Independence Trust Company consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Independence Trust

Independence Trust holds 76 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Home Depot (HD) 8.0 $7.3M 38k 189.53
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Boeing Company (BA) 6.0 $5.4M 18k 294.89
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3M Company (MMM) 5.6 $5.0M 21k 235.38
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Comcast Corporation (CMCSA) 5.4 $4.9M 122k 40.04
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Apple (AAPL) 5.0 $4.6M 27k 169.23
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Intel Corporation (INTC) 4.8 $4.3M 94k 46.14
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Johnson & Johnson (JNJ) 4.7 $4.2M 30k 139.71
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Wal-Mart Stores (WMT) 4.1 $3.7M 38k 98.76
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Walgreen Boots Alliance (WBA) 4.0 $3.6M 50k 72.62
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Coca-Cola Company (KO) 3.7 $3.4M 74k 45.88
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Colgate-Palmolive Company (CL) 3.6 $3.3M 44k 75.45
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Microsoft Corporation (MSFT) 3.6 $3.2M 38k 85.55
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At&t (T) 3.2 $2.9M +4% 76k 38.88
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Abbvie (ABBV) 2.8 $2.5M 26k 96.71
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Abbott Laboratories (ABT) 2.7 $2.4M 43k 57.06
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Suntrust Banks Inc $1.00 Par Cmn 2.2 $2.0M +593% 31k 64.58
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Automatic Data Processing (ADP) 2.2 $2.0M 17k 117.21
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iShares S&P 1500 Index Fund (ITOT) 2.0 $1.8M +7% 30k 61.13
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SPDR S&P MidCap 400 ETF (MDY) 1.9 $1.7M 5.0k 345.40
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American Electric Power Company (AEP) 1.5 $1.4M 19k 73.84
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Dowdupont 1.2 $1.1M 15k 71.24
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Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.0 $869k +16% 13k 66.06
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Merck & Co (MRK) 0.9 $817k 15k 56.29
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Berkshire Hathaway (BRK.B) 0.8 $725k 3.7k 198.14
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iShares Lehman Aggregate Bond (AGG) 0.7 $640k 5.9k 109.31
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Ishares Inc core msci emkt (IEMG) 0.7 $615k 11k 56.90
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iShares Russell 3000 Value Index (IUSV) 0.6 $576k 10k 55.44
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Franklin Financial Networ 0.6 $573k 17k 34.07
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Vanguard Extended Market ETF (VXF) 0.6 $557k 5.0k 111.69
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Alphabet Inc Class A cs (GOOGL) 0.6 $528k 501.00 1053.89
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Sasol (SSL) 0.6 $513k 15k 34.20
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Amazon (AMZN) 0.6 $494k +6% 422.00 1170.62
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iShares MSCI Emerging Markets Indx (EEM) 0.5 $491k 10k 47.08
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Novartis (NVS) 0.5 $455k 5.4k 83.96
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Ross Stores (ROST) 0.5 $440k +23% 5.5k 80.19
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JPMorgan Chase & Co. (JPM) 0.5 $439k 4.1k 107.05
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Lockheed Martin Corporation (LMT) 0.5 $416k 1.3k 320.74
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Spdr S&p 500 Etf (SPY) 0.4 $385k 1.4k 266.81
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Northrop Grumman Corporation (NOC) 0.4 $370k +28% 1.2k 307.05
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Old Dominion Freight Line (ODFL) 0.4 $367k 2.8k 131.40
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iShares MSCI EAFE Index Fund (EFA) 0.4 $366k 5.2k 70.37
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Facebook Inc cl a (META) 0.4 $353k 2.0k 176.68
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MasterCard Incorporated (MA) 0.4 $348k 2.3k 151.57
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Agrium 0.4 $345k 3.0k 115.00
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Alerian Mlp Etf 0.4 $344k -32% 31k 10.96
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Nextera Energy (NEE) 0.4 $333k 2.1k 156.19
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Arconic 0.4 $327k 12k 27.25
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Cme (CME) 0.3 $305k 2.1k 146.14
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Barrick Gold Corp (GOLD) 0.3 $297k 21k 14.49
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United Technologies Corporation 0.3 $300k 2.4k 127.66
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Vale (VALE) 0.3 $289k +18% 24k 12.25
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Pfizer (PFE) 0.3 $294k 8.1k 36.19
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Microchip Technology (MCHP) 0.3 $286k 3.3k 87.78
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Exxon Mobil Corporation (XOM) 0.3 $268k 3.2k 83.57
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Bunge 0.3 $268k 4.0k 67.00
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Honeywell International (HON) 0.3 $276k 1.8k 153.16
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Walt Disney Company (DIS) 0.3 $266k 2.5k 107.39
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iShares Russell 2000 Index (IWM) 0.3 $263k 1.7k 152.46
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Mosaic (MOS) 0.3 $259k -33% 10k 25.64
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MarketAxess Holdings (MKTX) 0.3 $250k 1.2k 201.78
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U.S. Bancorp (USB) 0.3 $249k 4.6k 53.66
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Financial Select Sector SPDR (XLF) 0.3 $246k 8.8k 27.95
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iShares S&P NA Tech. Sec. Idx (IGM) 0.3 $244k 1.4k 168.74
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iShares S&P Asia 50 Index Fund (AIA) 0.3 $237k 3.6k 65.96
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UnitedHealth (UNH) 0.2 $226k 1.0k 220.92
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WisdomTree Japan SmallCap Div (DFJ) 0.2 $229k 2.8k 80.49
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Alcoa (AA) 0.2 $224k NEW 4.2k 53.78
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Delphi Automotive Inc international (APTV) 0.2 $214k NEW 2.5k 84.79
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Petroleo Brasileiro SA (PBR) 0.2 $206k -33% 20k 10.30
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Chevron Corporation (CVX) 0.2 $204k NEW 1.6k 125.38
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Las Vegas Sands (LVS) 0.2 $205k NEW 3.0k 69.33
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Royal Dutch Shell 0.2 $209k NEW 3.1k 66.56
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Starbucks Corporation (SBUX) 0.2 $207k NEW 3.6k 57.34
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Petroleo Brasileiro SA (PBR.A) 0.2 $197k -33% 20k 9.85
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Crown Castle Intl (CCI) 0.2 $200k NEW 1.8k 111.23
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Voya Prime Rate Trust sh ben int 0.1 $58k NEW 12k 5.03
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Past Filings by Independence Trust

SEC 13F filings are viewable for Independence Trust going back to 2011

View all past filings