Indie Asset Partners, LLC Portfolio Holdings

Indie Asset Partners, LLC

  • $129 Million
  • Q3 2024

Indie Asset Partners, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $53.8M, Apple Inc. with a value of $8.59M, Microsoft Corp with a value of $4.31M, Meta Platforms, Inc. with a value of $3.3M, and Spdr S&P 600 Small Cap Value E with a value of $2.77M.

Examining the 13F form we can see an increase of $7.17M in the current position value, from $122M to 129M.

Indie Asset Partners, LLC is based out at Carmel, IN

Below you can find more details about Indie Asset Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Million
Healthcare: $56.8 Million
ETFs: $27.1 Million
Technology: $17.1 Million
Communication Services: $5.14 Million
Industrials: $4.89 Million
Financial Services: $4.45 Million
Consumer Cyclical: $4.23 Million
Energy: $3.23 Million
Other: $4.41 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$711B
$53.8 Million 41.74% of portfolio
60,705
Q3 2024 Added 0.01%
$3.69T
$8.59 Million 6.67% of portfolio
36,880
Q3 2024 Reduced 1.73%
$3.11T
$4.31 Million 3.34% of portfolio
10,012
Q3 2024 Added 5.43%
$1.27T
$3.3 Million 2.56% of portfolio
5,769
Q3 2024 Added 1.16%
$0
$2.77 Million 2.15% of portfolio
31,949
Q3 2024 Reduced 0.06%
$0
$2.34 Million 1.82% of portfolio
19,106
Q2 2024 Reduced 4.86%
$354B
$2.1 Million 1.63% of portfolio
17,332
Q3 2024 Added 44.12%
$0
$1.96 Million 1.52% of portfolio
23,162
Q3 2024 Added 3.26%
$0
$1.81 Million 1.41% of portfolio
17,389
Q3 2024 Added 35.59%
$2.01T
$1.79 Million 1.39% of portfolio
9,591
Q3 2024 Reduced 2.44%
$0
$1.59 Million 1.24% of portfolio
17,107
Q3 2024 Reduced 4.52%
$0
$1.45 Million 1.12% of portfolio
22,265
Q3 2024 Reduced 3.09%
$729B
$1.34 Million 1.04% of portfolio
6,351
Q3 2024 Added 0.03%
$0
$1.22 Million 0.95% of portfolio
26,323
Q3 2024 Added 6.9%
$0
$987,000 0.77% of portfolio
14,332
Q3 2024 Reduced 4.66%
$54.3B
$984,000 0.76% of portfolio
19,494
Q3 2024 Reduced 2.62%
$0
$967,000 0.75% of portfolio
14,546
Q3 2024 Added 0.34%
$0
$949,000 0.74% of portfolio
1,654
Q3 2024 Reduced 1.96%
$1T
$957,000 0.74% of portfolio
5,775
Q3 2024 Added 19.1%
$66.5B
$921,000 0.71% of portfolio
5,343
Q3 2024 Added 891.28%
$508B
$887,000 0.69% of portfolio
7,573
Q3 2024 Reduced 1.67%
$214B
$874,000 0.68% of portfolio
2,873
Q3 2024 Reduced 1.81%
$0
$824,000 0.64% of portfolio
13,858
Q3 2024 Reduced 9.71%
$61B
$733,000 0.57% of portfolio
706
Q2 2024 Added 0.14%
$86.2B
$704,000 0.55% of portfolio
2,897
Q3 2024 Reduced 2.95%
$0
$706,000 0.55% of portfolio
1,225
Q3 2024 Added 60.97%
$507B
$689,000 0.53% of portfolio
2,506
Q2 2024 Reduced 11.45%
$52.5B
$681,000 0.53% of portfolio
2,107
Q3 2024 Added 0.24%
$276B
$674,000 0.52% of portfolio
9,391
Q3 2024 Added 0.09%
$96.9B
$674,000 0.52% of portfolio
1,297
Q3 2024 Reduced 0.31%
$0
$665,000 0.52% of portfolio
14,617
Q3 2024 Reduced 0.46%
$614B
$641,000 0.5% of portfolio
1,393
Q2 2024 Added 3.88%
$245B
$620,000 0.48% of portfolio
7,683
Q3 2024 Added 0.1%
$430B
$587,000 0.46% of portfolio
1,450
Q3 2024 Added 68.21%
$0
$585,000 0.45% of portfolio
14,708
Q3 2024 Added 34.94%
$223B
$583,000 0.45% of portfolio
3,433
Q3 2024 Added 1.03%
$0
$546,000 0.42% of portfolio
5,567
Q3 2024 Reduced 69.46%
$379M
$536,000 0.42% of portfolio
15,659
Q2 2024 Added 39.19%
$0
$526,000 0.41% of portfolio
52,450
Q3 2024 Reduced 3.07%
$0
$518,000 0.4% of portfolio
9,436
Q3 2024 Added 3.22%
$210B
$477,000 0.37% of portfolio
1,221
Q3 2024 Reduced 1.13%
$144B
$453,000 0.35% of portfolio
15,660
Q3 2024 Reduced 1.78%
$427B
$451,000 0.35% of portfolio
509
Q3 2024 Added 71.38%
$1.01T
$455,000 0.35% of portfolio
2,723
Q3 2024 Added 0.04%
$0
$455,000 0.35% of portfolio
1,608
Q3 2024 Added 0.06%
$13.3B
$441,000 0.34% of portfolio
500
Q3 2024 Reduced 30.07%
$142B
$444,000 0.34% of portfolio
761
Q2 2024 Added 3.4%
$1.11T
$428,000 0.33% of portfolio
1,637
Q3 2024 Reduced 20.61%
$0
$431,000 0.33% of portfolio
3,846
Q3 2024 Added 15.98%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $129 Million
  • Prior Value $122 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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