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CIK: 0001802244
Total reported value
$104.4M
$104.4M
86 檔
63.2%
At the close of Q1 2024, Indie Asset Partners, LLC disclosed equity holdings valued at approximately $104.4M, spread across 86 reported holdings.
During Q1 2024, Indie Asset Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 44.99% | +1.40% | -0.23% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.53% | -0.37% | +3.85% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.45% | -0.44% | +1.91% | |
| 4 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.45% | +0.03% | +6.51% | |
| 5 | VDE | Vanguard Energy ETF | ETF-Other | 2.35% | -0.83% | -0.37% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.29% | -0.12% | -0.26% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.26% | — | +3.75% | |
| 8 | AESI | Atlas Energy Solutions Inc | Stock-Other | 1.95% | -0.01% | -77.14% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.43% | +0.02% | -0.03% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.43% | — | +1.72% | |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.39% | +0.11% | -2.70% | |
| 12 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 1.18% | -0.04% | +417.47% | |
| 13 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.13% | — | — | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.03% | -0.10% | +4.18% | |
| 15 | IYT | Ishares US Transportation Et | ETF-Other | 0.94% | +0.09% | +274.12% | |
| 16 | AMLP | Alerian Mlp ETF | ETF-Other | 0.88% | -0.09% | +1.96% | |
| 17 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.82% | — | -2.74% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.79% | -0.07% | -0.51% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | -0.19% | -1.93% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | +0.19% | +6.30% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | -0.02% | -3.97% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.14% | +0.97% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.67% | — | +0.44% | |
| 24 | ELV | Elevance Health Inc | Stock-Healthcare | 0.66% | — | -4.96% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | -0.03% | +4.65% | |
| 26 | GWW | Ww Grainger Inc | Stock-Industrials | 0.64% | — | — | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.01% | -10.11% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | -0.01% | +1.90% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.56% | — | — | |
| 30 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.56% | — | +205.55% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.53% | — | +50.13% | |
| 32 | CMI | Cummins Inc | Stock-Industrials | 0.53% | — | +0.05% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.51% | -0.04% | +0.76% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | +1.53% | -0.37% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.50% | -0.31% | -7.78% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | — | +0.50% | |
| 37 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.48% | -0.03% | +0.23% | |
| 38 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 0.44% | -0.09% | +2.36% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.10% | -1.98% | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.40% | — | +1.26% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | +0.28% | NEW | |
| 42 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.39% | -0.18% | +200.00% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.39% | -0.03% | -5.89% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | — | +0.86% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | — | +222.18% | |
| 46 | MO | Altria Group Inc | Stock-Consumer Staples | 0.35% | +0.02% | +0.44% | |
| 47 | INBK | First Internet Bancorp | Stock-Other | 0.35% | — | — | |
| 48 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.33% | — | +0.80% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.32% | -0.48% | +23.04% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | +0.12% | +3.39% |
According to official SEC Form 13F filings, Indie Asset Partners, LLC reported a total U.S. public equity portfolio value of $104.4M across 86 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LLY, AAPL, MSFT) accounted for 63.2% of total reported equity market value during Q1 2024.
During Q1 2024, Indie Asset Partners, LLC's top holdings by market value included LLY (45.0%)、AAPL (5.5%)、MSFT (3.5%). The largest single position, LLY, represented 45.0% of total portfolio value.
In Q1 2024, Indie Asset Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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