Independence Bank Of Kentucky has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $643 Million distributed in 623 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $73.5M, Apple Inc. with a value of $30.2M, Microsoft Corp with a value of $28.5M, Jpmorgan Chase & CO with a value of $21.8M, and Vanguard Total Stock Market Et with a value of $18.2M.

Examining the 13F form we can see an increase of $183M in the current position value, from $460M to 643M.

Below you can find more details about Independence Bank Of Kentucky portfolio as well as his latest detailed transactions.

Portfolio value $643 Million
ETFs: $214 Million
Technology: $114 Million
Financial Services: $68.4 Million
Healthcare: $47 Million
Consumer Cyclical: $43.8 Million
Consumer Defensive: $41.2 Million
Industrials: $38.9 Million
Communication Services: $37.9 Million
Other: $36.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 623
  • Current Value $643 Million
  • Prior Value $460 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 66 stocks
  • Additional Purchases 227 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 131 stocks
Track This Portfolio

Track Independence Bank Of Kentucky Portfolio

Follow Independence Bank Of Kentucky and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independence Bank Of Kentucky, based on Form 13F filings with the SEC.

News

Stay updated on Independence Bank Of Kentucky with notifications on news.