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CIK: 0001802244
Total reported value
$104.4M
$104.4M
116 檔
69.7%
In Q3 2024, Indie Asset Partners, LLC's U.S. equity holdings reached a combined market value of $104.4M, distributed across 116 disclosed stock positions.
During Q3 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 | 40.28% | +1.40% | +0.01% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.44% | -0.37% | -1.73% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.23% | -0.44% | +5.43% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.47% | -0.12% | +1.16% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.08% | +0.03% | -0.06% | |
| 6 | VDE | Vanguard Energy ETF | ETF-Other | 1.75% | -0.83% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.58% | +0.19% | +44.12% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.47% | +0.02% | +3.26% | |
| 9 | AESI | Atlas Energy Solutions Inc | Stock-Other | 1.42% | -0.01% | -4.81% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.36% | -0.10% | +35.59% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | — | -2.44% | |
| 12 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.19% | +0.11% | -4.52% | |
| 13 | IGPT | Invesco Ai And Next Gen Soft | ETF-Other | 1.09% | +0.89% | +37.14% | |
| 14 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 1.08% | -0.04% | -3.09% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | -0.10% | +0.03% | |
| 16 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.91% | — | +6.90% | |
| 17 | IYT | Ishares US Transportation Et | ETF-Other | 0.74% | +0.09% | -4.66% | |
| 18 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.74% | — | -2.62% | |
| 19 | AMLP | Alerian Mlp ETF | ETF-Other | 0.73% | -0.09% | — | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.72% | -0.07% | +0.34% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | -0.01% | +19.10% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | -0.03% | -1.96% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +0.01% | +891.28% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.14% | -1.67% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.66% | -0.19% | -1.81% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.62% | — | -9.71% | |
| 27 | GWW | Ww Grainger Inc | Stock-Industrials | 0.55% | — | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.04% | +60.97% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.53% | -0.31% | -2.95% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | -0.02% | — | |
| 31 | CMI | Cummins Inc | Stock-Industrials | 0.51% | — | +0.24% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.51% | -0.04% | +0.09% | |
| 33 | ELV | Elevance Health Inc | Stock-Healthcare | 0.50% | — | -0.31% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.50% | — | -0.46% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | +1.53% | — | |
| 36 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.48% | — | +23.18% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | — | +0.10% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | — | +68.21% | |
| 39 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.44% | -0.52% | +34.94% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.44% | — | +1.03% | |
| 41 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.41% | — | -69.46% | |
| 42 | INBK | First Internet Bancorp | Stock-Other | 0.40% | — | — | |
| 43 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 0.39% | -0.09% | -3.07% | |
| 44 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.39% | — | +3.22% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | +0.28% | NEW | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +0.12% | +0.04% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.34% | -0.01% | +0.06% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.34% | — | -1.78% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.07% | +71.38% | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.33% | -0.04% | — |
According to official SEC Form 13F filings, Indie Asset Partners, LLC reported a total U.S. public equity portfolio value of $104.4M across 116 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including LLY, AAPL, MSFT) accounted for 69.7% of total reported equity market value during Q3 2024.
During Q3 2024, Indie Asset Partners, LLC's top holdings by market value included LLY (40.3%)、AAPL (6.4%)、MSFT (3.2%). The largest single position, LLY, represented 40.3% of total portfolio value.
In Q3 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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