0001140361-18-005746.txt : 20180208 0001140361-18-005746.hdr.sgml : 20180208 20180208130104 ACCESSION NUMBER: 0001140361-18-005746 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180208 DATE AS OF CHANGE: 20180208 EFFECTIVENESS DATE: 20180208 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: 18584627 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 12-31-2017 12-31-2017 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 02-08-2018 0 77 90544 false INFORMATION TABLE 2 form13fInfoTable.xml BUNGE LIMITED COM G16962105 268 4000 SH SOLE 4000 0 0 APTIV PLC COM G6095L109 214 2524 SH SOLE 2524 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 344 31386 SH SOLE 31386 0 0 AT&T INC COM 00206R102 2940 75610 SH SOLE 75610 0 0 ABBOTT LABS COM 002824100 2437 42711 SH SOLE 42711 0 0 ABBVIE INC COM 00287Y109 2533 26193 SH SOLE 26193 0 0 AGRIUM INC COM 008916108 345 3000 SH SOLE 3000 0 0 ALCOA CORP COM 013872106 224 4165 SH SOLE 4165 0 0 GOOGLE INC CL A 02079K305 528 501 SH SOLE 501 0 0 AMAZON.COM INC COM 023135106 494 422 SH SOLE 422 0 0 AMERICAN ELEC PWR INC COM 025537101 1389 18810 SH SOLE 18810 0 0 APPLE INC COM 037833100 4574 27028 SH SOLE 27028 0 0 ARCONIC INC COM 03965L100 327 12000 SH SOLE 12000 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 1979 16884 SH SOLE 16884 0 0 BARRICK GOLD CORP COM 067901108 297 20500 SH SOLE 20500 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 725 3659 SH SOLE 3503 0 156 BOEING CO COM 097023105 5401 18315 SH SOLE 18315 0 0 CME GROUP INC COM 12572Q105 305 2087 SH SOLE 2087 0 0 CHEVRON CORP NEW COM 166764100 204 1627 SH SOLE 1627 0 0 COCA COLA CO COM 191216100 3375 73564 SH SOLE 73564 0 0 COLGATE PALMOLIVE CO COM 194162103 3283 43512 SH SOLE 43512 0 0 COMCAST CORP NEW CL A 20030N101 4900 122374 SH SOLE 122374 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 200 1798 SH SOLE 1798 0 0 DISNEY WALT CO COM DISNEY 254687106 266 2477 SH SOLE 2477 0 0 DOWDUPONT INC COM 26078J100 1091 15315 SH SOLE 15315 0 0 EXXON MOBIL CORP COM 30231G102 268 3207 SH SOLE 3207 0 0 FACEBOOK INC CL A 30303M102 353 1998 SH SOLE 1998 0 0 FRANKLIN FINL NETWORK INC COM 35352P104 573 16820 SH SOLE 16820 0 0 HOME DEPOT INC COM 437076102 6935 36590 SH SOLE 36590 0 0 HOME DEPOT INC COM 437076102 341 1800 SH DFND 0 0 1800 HONEYWELL INTL INC COM 438516106 276 1802 SH SOLE 1802 0 0 INTEL CORP COM 458140100 4319 93597 SH SOLE 93597 0 0 ISHARES TR CORE S&P TTL STK 464287150 1802 29478 SH SOLE 29478 0 0 ISHARES TR CORE US AGGBD ET 464287226 640 5855 SH SOLE 5855 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 491 10430 SH SOLE 10430 0 0 ISHARES TR MSCI EAFE ETF 464287465 366 5201 SH SOLE 4866 0 335 ISHARES TR N AMER TECH ETF 464287549 244 1446 SH SOLE 1446 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 263 1725 SH SOLE 1725 0 0 ISHARES TR CORE RUSSELL VAL 464287663 576 10389 SH SOLE 9669 0 720 ISHARES TR ASIA 50 ETF 464288430 237 3593 SH SOLE 3593 0 0 ISHARES TR CORE MSCI EAFE 46432F842 869 13154 SH SOLE 13154 0 0 ISHARES TR CORE MSCI EMKT 46434G103 615 10809 SH SOLE 10809 0 0 JP MORGAN CHASE & CO COM 46625H100 439 4101 SH SOLE 4101 0 0 JOHNSON & JOHNSON COM 478160104 4228 30262 SH SOLE 30262 0 0 LAS VEGAS SANDS CORP COM 517834107 205 2957 SH SOLE 2957 0 0 LOCKHEED MARTIN CORP COM 539830109 416 1297 SH SOLE 1297 0 0 MARKETAXESS HLDGS INC COM 57060D108 250 1239 SH SOLE 1239 0 0 MASTERCARD INCORPORATED CL A 57636Q104 348 2296 SH SOLE 2296 0 0 MERCK & CO INC COM 58933Y105 817 14513 SH SOLE 14513 0 0 MICROSOFT CORP COM 594918104 3223 37674 SH SOLE 37674 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 286 3258 SH SOLE 3258 0 0 MOSAIC CO NEW COM 61945C103 259 10100 SH SOLE 10100 0 0 NEXTERA ENERGY INC COM 65339F101 333 2132 SH SOLE 2132 0 0 NORTHROP GRUMMAN CORP COM 666807102 370 1205 SH SOLE 1205 0 0 NOVARTIS A G SPONSORED ADR 66987V109 455 5419 SH SOLE 5419 0 0 OLD DOMINION FGHT LINES INC COM 679580100 367 2793 SH SOLE 2793 0 0 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 197 20000 SH SOLE 20000 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 206 20000 SH SOLE 20000 0 0 PFIZER INC COM 717081103 294 8124 SH SOLE 8124 0 0 ROSS STORES INC COM 778296103 440 5487 SH SOLE 5487 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 209 3140 SH SOLE 3140 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 385 1443 SH SOLE 1443 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1727 5000 SH SOLE 4992 0 8 SASOL LTD SPONSORED ADR 803866300 513 15000 SH SOLE 15000 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 246 8800 SH SOLE 8800 0 0 STARBUCKS CORP COM 855244109 207 3610 SH SOLE 3610 0 0 SUNTRUST BKS INC COM 867914103 2027 31387 SH SOLE 31387 0 0 3M CO COM 88579Y101 5032 21378 SH SOLE 21378 0 0 US BANCORP DEL COM NEW 902973304 249 4640 SH SOLE 4640 0 0 UNITED TECHNOLOGIES CORP COM 913017109 300 2350 SH SOLE 2350 0 0 UNITED HEALTH GROUP INC COM 91324P102 226 1023 SH SOLE 1023 0 0 VALE S A ADR 91912E105 289 23600 SH SOLE 23600 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 557 4987 SH SOLE 4987 0 0 VOYA PRIME RATE TR SH BEN INT 92913A100 58 11532 SH SOLE 11532 0 0 WAL-MART STORES INC COM 931142103 3728 37748 SH SOLE 37748 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 3618 49823 SH SOLE 49823 0 0 WISDOMTREE JAPAN JP SMALLCP DIV 97717W836 229 2845 SH SOLE 2845 0 0