0001140361-17-030543.txt : 20170808 0001140361-17-030543.hdr.sgml : 20170808 20170808145129 ACCESSION NUMBER: 0001140361-17-030543 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170808 DATE AS OF CHANGE: 20170808 EFFECTIVENESS DATE: 20170808 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: 171014363 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 06-30-2017 06-30-2017 Independence Trust CO
P.O. BOX 682188 FRANKLIN TN 37068
13F HOLDINGS REPORT 028-11108 N
Marshall L. Bartlett Executive Vice President 615-591-0044 /s/ Marshall L. Bartlett Franklin TN 08-08-2017 0 78 84172 false
INFORMATION TABLE 2 form13fInfoTable.xml BUNGE LIMITED COM G16962105 298 4000 SH SOLE 4000 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 288 24106 SH SOLE 24106 0 0 AT&T INC COM 00206R102 2722 72160 SH SOLE 72160 0 0 ABBOTT LABS COM 002824100 2016 42711 SH SOLE 42711 0 0 ABBVIE INC COM 00287Y109 1898 26173 SH SOLE 267173 0 0 AGRIUM INC COM 008916108 271 3000 SH SOLE 3000 0 0 GOOGLE INC CL A 02079K305 486 523 SH SOLE 523 0 0 AMAZON.COM INC COM 023135106 398 411 SH SOLE 411 0 0 AMERICAN ELEC PWR INC COM 025537101 1307 18810 SH SOLE 18810 0 0 APPLE INC COM 037833100 3922 27236 SH SOLE 27236 0 0 ARCONIC INC COM 03965L100 276 12200 SH SOLE 12200 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 1752 17099 SH SOLE 17099 0 0 BARRICK GOLD CORP COM 067901108 326 20500 SH SOLE 20500 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 625 3689 SH SOLE 3533 0 156 BLACKROCK ENHANCED EQT DIV T COM 09251A104 95 10408 SH SOLE 10408 0 0 BOEING CO COM 097023105 3716 18790 SH SOLE 18790 0 0 CME GROUP INC COM 12572Q105 271 2167 SH SOLE 2167 0 0 CENTURYLINK INC COM 156700106 239 10000 SH SOLE 10000 0 0 COCA COLA CO COM 191216100 3358 74899 SH SOLE 74899 0 0 COLGATE PALMOLIVE CO COM 194162103 3228 43552 SH SOLE 43552 0 0 COMCAST CORP NEW CL A 20030N101 4695 120654 SH SOLE 120654 0 0 DISNEY WALT CO COM DISNEY 254687106 271 2549 SH SOLE 2549 0 0 DOW CHEM CO COM 260543103 496 7867 SH SOLE 7867 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 469 5812 SH SOLE 5812 0 0 EDWARDS LIFESCIENCES COM 28176E108 205 1738 SH SOLE 1738 0 0 EXXON MOBIL CORP COM 30231G102 311 3847 SH SOLE 3847 0 0 FACEBOOK INC CL A 30303M102 320 2119 SH SOLE 2119 0 0 FRANKLIN FINL NETWORK INC COM 35352P104 694 16820 SH SOLE 16820 0 0 GENERAL ELECTRIC CO COM 369604103 2563 94937 SH SOLE 94937 0 0 HOME DEPOT INC COM 437076102 5401 35207 SH SOLE 35207 0 0 HOME DEPOT INC COM 437076102 276 1800 SH DFND 0 0 1800 HONEYWELL INTL INC COM 438516106 266 1993 SH SOLE 1993 0 0 INTEL CORP COM 458140100 3154 93523 SH SOLE 93523 0 0 ISHARES TR CORE S&P TTL STK 464287150 1480 26712 SH SOLE 26712 0 0 ISHARES TR CORE US AGGBD ET 464287226 643 5875 SH SOLE 5875 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 432 10430 SH SOLE 10430 0 0 ISHARES TR MSCI EAFE ETF 464287465 339 5201 SH SOLE 4866 0 335 ISHARES TR N AMER TECH ETF 464287549 209 1446 SH SOLE 1446 0 0 ISHARES TR CORE RUSSELL VAL 464287663 529 10389 SH SOLE 9669 0 720 ISHARES TR ASIA 50 ETF 464288430 205 3593 SH SOLE 3593 0 0 ISHARES TR US TREASURY ETF 46429B267 303 12000 SH SOLE 12000 0 0 ISHARES TR CORE MSCI EAFE 46432F842 607 9964 SH SOLE 9964 0 0 ISHARES TR CORE MSCI EMKT 46434G103 541 10809 SH SOLE 10809 0 0 ISHARES TR HDG MSCI EAFE 46434V803 1132 39846 SH SOLE 39846 0 0 JP MORGAN CHASE & CO COM 46625H100 365 3991 SH SOLE 3991 0 0 JOHNSON & JOHNSON COM 478160104 3874 29286 SH SOLE 29286 0 0 KIMBERLY CLARK CORP COM 494368103 216 1675 SH SOLE 1675 0 0 LAS VEGAS SANDS CORP COM 517834107 219 3422 SH SOLE 3422 0 0 LOCKHEED MARTIN CORP COM 539830109 386 1389 SH SOLE 1389 0 0 MARKETAXESS HLDGS INC COM 57060D108 254 1265 SH SOLE 1265 0 0 MASTERCARD INCORPORATED CL A 57636Q104 301 2481 SH SOLE 2481 0 0 MERCK & CO INC COM 58933Y105 933 14563 SH SOLE 14563 0 0 MICROSOFT CORP COM 594918104 2597 37674 SH SOLE 37674 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 275 3559 SH SOLE 3559 0 0 MOSAIC CO NEW COM 61945C103 345 15100 SH SOLE 15100 0 0 NEXTERA ENERGY INC COM 65339F101 314 2241 SH SOLE 2241 0 0 NORTHROP GRUMMAN CORP COM 666807102 344 1340 SH SOLE 1340 0 0 NOVARTIS A G SPONSORED ADR 66987V109 452 5419 SH SOLE 5419 0 0 OLD DOMINION FGHT LINES INC COM 679580100 269 2829 SH SOLE 2829 0 0 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 298 40000 SH SOLE 40000 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 370 40000 SH SOLE 40000 0 0 PFIZER INC COM 717081103 254 7549 SH SOLE 7549 0 0 ROSS STORES INC COM 778296103 253 4389 SH SOLE 4389 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 220 4140 SH SOLE 4140 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 357 1477 SH SOLE 1477 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1604 5050 SH SOLE 5042 0 8 SASOL LTD SPONSORED ADR 803866300 559 20000 SH SOLE 20000 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 217 8800 SH SOLE 8800 0 0 STARBUCKS CORP COM 855244109 220 3772 SH SOLE 3772 0 0 SUNTRUST BKS INC COM 867914103 264 4659 SH SOLE 4659 0 0 3M CO COM 88579Y101 4254 20433 SH SOLE 20433 0 0 US BANCORP DEL COM NEW 902973304 243 4677 SH SOLE 4677 0 0 UNITED TECHNOLOGIES CORP COM 913017109 287 2350 SH SOLE 2350 0 0 VALE S A ADR 91912E105 175 20000 SH SOLE 20000 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 510 4987 SH SOLE 4987 0 0 WAL-MART STORES INC COM 931142103 2850 37653 SH SOLE 37653 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 3904 49858 SH SOLE 49858 0 0 WELLS FARGO & CO NEW COM 949746101 3156 56972 SH SOLE 56972 0 0