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CIK: 0001802244
Total reported value
$104.4M
$104.4M
115 檔
62.3%
At the close of Q4 2024, Indie Asset Partners, LLC disclosed equity holdings valued at approximately $104.4M, spread across 115 reported holdings.
During Q4 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 | 36.27% | +1.40% | -1.45% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.17% | -0.37% | -1.13% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.88% | -0.44% | -13.24% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.65% | -0.12% | -0.21% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.16% | +0.03% | -1.32% | |
| 6 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.87% | — | +65.13% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.82% | +0.19% | -0.54% | |
| 8 | VDE | Vanguard Energy ETF | ETF-Other | 1.78% | -0.83% | -1.99% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | — | -0.36% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.58% | -0.10% | +315.50% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.50% | +0.02% | +202.66% | |
| 12 | AESI | Atlas Energy Solutions Inc | Stock-Other | 1.44% | -0.01% | -4.78% | |
| 13 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.20% | +0.11% | -1.10% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | -0.10% | +0.05% | |
| 15 | IGPT | Invesco Ai And Next Gen Soft | ETF-Other | 1.14% | +0.89% | +0.18% | |
| 16 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.01% | — | +6.69% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | +0.01% | +0.13% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | -0.01% | +2.35% | |
| 19 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.87% | -0.04% | -14.71% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.78% | -0.07% | +200.00% | |
| 21 | IYT | Ishares US Transportation Et | ETF-Other | 0.76% | +0.09% | -0.49% | |
| 22 | AMLP | Alerian Mlp ETF | ETF-Other | 0.75% | -0.09% | -4.81% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | -0.03% | -2.66% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.14% | +0.37% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.64% | — | +1.95% | |
| 26 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.60% | — | +17.95% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.19% | -8.56% | |
| 28 | GWW | Ww Grainger Inc | Stock-Industrials | 0.58% | — | +0.14% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.04% | +2.45% | |
| 30 | CMI | Cummins Inc | Stock-Industrials | 0.58% | — | -0.05% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | +0.08% | +7.70% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.55% | -0.31% | +0.41% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | — | -5.30% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.50% | — | -2.09% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | +1.53% | +1.79% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.46% | -0.04% | -0.87% | |
| 37 | INBK | First Internet Bancorp | Stock-Other | 0.44% | — | — | |
| 38 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.43% | — | +2.62% | |
| 39 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.41% | -0.18% | -5.00% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.41% | — | — | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.12% | +0.59% | |
| 42 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.40% | — | +26.16% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | -0.01% | +28.71% | |
| 44 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.40% | -0.52% | +0.92% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | -0.01% | +4.91% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | — | -13.66% | |
| 47 | ELV | Elevance Health Inc | Stock-Healthcare | 0.38% | — | -0.15% | |
| 48 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 0.37% | — | +12.32% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.07% | — | |
| 50 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 0.36% | -0.09% | — |
According to official SEC Form 13F filings, Indie Asset Partners, LLC reported a total U.S. public equity portfolio value of $104.4M across 115 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including LLY, AAPL, MSFT) accounted for 62.3% of total reported equity market value during Q4 2024.
During Q4 2024, Indie Asset Partners, LLC's top holdings by market value included LLY (36.3%)、AAPL (7.2%)、MSFT (2.9%). The largest single position, LLY, represented 36.3% of total portfolio value.
In Q4 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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