0001140361-16-061506.txt : 20160419 0001140361-16-061506.hdr.sgml : 20160419 20160419141419 ACCESSION NUMBER: 0001140361-16-061506 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160419 DATE AS OF CHANGE: 20160419 EFFECTIVENESS DATE: 20160419 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Independence Trust CO CENTRAL INDEX KEY: 0001317103 IRS NUMBER: 621643496 STATE OF INCORPORATION: X1 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11108 FILM NUMBER: 161578820 BUSINESS ADDRESS: STREET 1: P.O. BOX 682188 CITY: FRANKLIN STATE: TN ZIP: 37068 BUSINESS PHONE: (615) 591-0044 MAIL ADDRESS: STREET 1: P.O. BOX 682188 CITY: FRANKLIN STATE: TN ZIP: 37068 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001317103 XXXXXXXX 03-31-2016 03-31-2016 Independence Trust CO

P.O. BOX 682188 FRANKLIN TN 37068

13F HOLDINGS REPORT 028-11108 N Marshall L. Bartlett 615-591-0044 /s/ Marshall L. Bartlett Franklin TN 04-19-2016 0 50 63416 false INFORMATION TABLE 2 form13fInfoTable.xml ALERIAN MLP ETF Common Stock 00162Q866 172 15706 SH SOLE 15706 0 0 AT&T INC Common Stock 00206R102 2279 58195 SH SOLE 58195 0 0 ABBOTT LABORATORIES Common Stock 002824100 1108 26501 SH SOLE 26501 0 0 ABBVIE INC Common Stock 00287Y109 1423 24923 SH SOLE 24923 0 0 GOOGLE INC - CL A Common Stock 02079K305 508 666 SH SOLE 666 0 0 AMERICAN ELECTRIC POWER Common Stock 025537101 2104 31690 SH SOLE 31690 0 0 APPLE COMPUTER INC Common Stock 037833100 2676 24555 SH SOLE 24555 0 0 AUTOMATIC DATA PROCESSING INC Common Stock 053015103 1351 15057 SH SOLE 15057 0 0 BERKSHIRE HATHAWAY CL B Common Stock 084670702 933 6573 SH SOLE 6417 0 156 BLACKROCK ENHANCED EQUITY DIVIDEND Common Stock 09251A104 78 10358 SH SOLE 10358 0 0 BOEING CO Common Stock 097023105 2067 16280 SH SOLE 16280 0 0 CVS HEALTH CORP Common Stock 126650100 407 3926 SH SOLE 3926 0 0 COCA COLA CO Common Stock 191216100 2349 50648 SH SOLE 50648 0 0 COLGATE PALMOLIVE COMPANY Common Stock 194162103 2522 35702 SH SOLE 35702 0 0 COMCAST CORP CLASS A Common Stock 20030N101 3536 57892 SH SOLE 57892 0 0 WALT DISNEY CO Common Stock 254687106 215 2165 SH SOLE 2165 0 0 E I DUPONT DE NEMOURS & CO Common Stock 263534109 348 5499 SH SOLE 5499 0 0 ENTERPRISE PRODUCT PARTNERS LP Common Stock 293792107 230 9330 SH SOLE 9330 0 0 EXXON MOBIL CORP Common Stock 30231G102 2080 24879 SH SOLE 24879 0 0 FACEBOOK INC Common Stock 30303M102 332 2908 SH SOLE 2908 0 0 FRANKLIN FINANCIAL NETWORK, INC. Common Stock 35352P104 414 15320 SH SOLE 15320 0 0 GENERAL ELECTRIC CO Common Stock 369604103 2714 85386 SH SOLE 85386 0 0 HOME DEPOT INC Common Stock 437076102 5254 39376 SH SOLE 39376 0 0 HOME DEPOT INC Common Stock 437076102 240 1800 SH DFND 0 0 1800 HONEYWELL INTL INC Common Stock 438516106 612 5465 SH SOLE 5465 0 0 INTEL CORPORATION Common Stock 458140100 2788 86205 SH SOLE 86205 0 0 ISHARES COMEX GOLD TRUST Common Stock 464285105 153 12865 SH SOLE 12865 0 0 ISHARES CORE US AGGREGATE BOND Common Stock 464287226 651 5875 SH SOLE 5875 0 0 ISHARES MSCI EMERGING MARKETS ETF Common Stock 464287234 357 10430 SH SOLE 10430 0 0 ISHARES MSCI EAFE ETF Common Stock 464287465 297 5201 SH SOLE 4866 0 335 ISHARES RUSSELL 3000 VALUE Common Stock 464287663 446 3463 SH SOLE 3223 0 240 JP MORGAN CHASE & CO Common Stock 46625H100 272 4591 SH SOLE 4591 0 0 JOHNSON & JOHNSON Common Stock 478160104 2799 25869 SH SOLE 25869 0 0 KIMBERLY-CLARK CORP Common Stock 494368103 225 1675 SH SOLE 1675 0 0 LOCKHEED MARTIN Common Stock 539830109 555 2504 SH SOLE 2504 0 0 MICROSOFT CORPORATION Common Stock 594918104 1884 34117 SH SOLE 34117 0 0 NEXTERA ENERGY Common Stock 65339F101 344 2905 SH SOLE 2905 0 0 NOVO NORDISK ADR Common Stock 670100205 648 11968 SH SOLE 11968 0 0 PFIZER INC Common Stock 717081103 420 14187 SH SOLE 14187 0 0 PUTNAM PREMIER INCOME TRUST Common Stock 746853100 49 10274 SH SOLE 10274 0 0 ROSS STORES INC Common Stock 778296103 236 4070 SH SOLE 4070 0 0 S&P 500 DEPOSITORY RECEIPTS Common Stock 78462F103 556 2705 SH SOLE 2705 0 0 SPDR S&P MIDCAP 400 ETF Common Stock 78467Y107 1893 7205 SH SOLE 7197 0 8 STARBUCKS CORP Common Stock 855244109 366 6127 SH SOLE 6127 0 0 3M CO Common Stock 88579Y101 3131 18793 SH SOLE 18793 0 0 UNITED TECHNOLOGIES CORP Common Stock 913017109 243 2427 SH SOLE 2427 0 0 WAL-MART STORES INC Common Stock 931142103 1895 27670 SH SOLE 27670 0 0 WALGREEN BOOTS ALLIANCE INC Common Stock 931427108 3922 46558 SH SOLE 46558 0 0 WELLS FARGO & CO Common Stock 949746101 2962 61247 SH SOLE 61247 0 0 WISDOM TREE ETF Common Stock 97717W570 372 4125 SH SOLE 3770 0 355