Indie Asset Partners, LLC Incresed Positions in Q3 2024

Indie Asset Partners, LLC

  • $129 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
5.31K
+ 44.12%
$98.91 - $134.91 $525K - $716K
17.3K $2.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.56K
+ 35.59%
$92.63 - $105.69 $423K - $482K
17.4K $1.81M
META
Meta Platforms, Inc.

Communication Services
66
+ 1.16%
$453.41 - $572.44 $29.9K - $37.8K
5.77K $3.3M
HD
Home Depot, Inc.

Consumer Cyclical
588
+ 68.21%
$333.64 - $405.2 $196K - $238K
1.45K $587K
IVV
Ishares Core S&P 500 ETF

ETFs
464
+ 60.97%
$520.18 - $576.82 $241K - $268K
1.23K $706K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.81K
+ 34.94%
$33.89 - $41.64 $129K - $159K
14.7K $585K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
731
+ 3.26%
$77.02 - $85.06 $56.3K - $62.2K
23.2K $1.96M
COST
Costco Wholesale Corp

Consumer Defensive
212
+ 71.38%
$801.83 - $917.05 $170K - $194K
509 $451K
JPIE
J P Morgan Exchange Traded Fd
1.7K
+ 6.9%
$45.17 - $46.39 $76.7K - $78.8K
26.3K $1.22M
WMT
Walmart Inc.

Consumer Defensive
8
+ 0.1%
$66.91 - $81.4 $535 - $651
7.68K $620K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
530
+ 15.98%
$102.5 - $112.27 $54.3K - $59.5K
3.85K $431K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
114
+ 18.57%
$475.2 - $527.7 $54.2K - $60.2K
728 $384K
KO
Coca Cola CO

Consumer Defensive
8
+ 0.09%
$62.69 - $73.01 $502 - $584
9.39K $674K
GOOGL
Alphabet Inc.

Communication Services
926
+ 19.1%
$148.65 - $191.18 $138K - $177K
5.78K $957K
MSFT
Microsoft Corp

Technology
516
+ 5.43%
$395.15 - $467.56 $204K - $241K
10K $4.31M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
50
+ 0.34%
$59.93 - $66.52 $3K - $3.33K
14.5K $967K
AVGO
Broadcom Inc.

Technology
4.8K
+ 891.28%
$136.27 - $1745.86 $655K - $8.39M
5.34K $921K
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.03%
$194.9 - $224.8 $390 - $450
6.35K $1.34M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.15%
$488.01 - $604.18 $488 - $604
676 $395K
JNJ
Johnson & Johnson

Healthcare
36
+ 1.83%
$145.48 - $167.38 $5.24K - $6.03K
2.01K $325K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
1.25K
+ 15.15%
$23.78 - $25.04 $29.7K - $31.3K
9.5K $237K
FAST
Fastenal CO

Industrials
12
+ 0.29%
$62.09 - $71.83 $745 - $862
4.19K $299K
SPG
Simon Property Group Inc

Real Estate
8
+ 0.42%
$146.09 - $170.11 $1.17K - $1.36K
1.9K $320K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.06%
$255.18 - $283.2 $255 - $283
1.61K $455K
PEP
Pepsico Inc

Consumer Defensive
35
+ 1.03%
$161.9 - $179.3 $5.67K - $6.28K
3.43K $583K
MPW
Medical Properties Trust Inc

Real Estate
459
+ 3.61%
$4.03 - $6.38 $1.85K - $2.93K
13.2K $77K
LVHI
Franklin International Low Vol

ETFs
274
+ 3.31%
$28.72 - $31.28 $7.87K - $8.57K
8.55K $265K
FTCS
First Trust Capital Strength E

ETFs
4
+ 0.14%
$83.58 - $90.94 $334 - $364
2.82K $256K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
257
+ 1.6%
$24.39 - $25.28 $6.27K - $6.5K
16.3K $410K
AMGN
Amgen Inc

Healthcare
2
+ 0.18%
$309.38 - $337.38 $619 - $675
1.13K $364K
SMR
Nuscale Power Corp

Industrials
1.25K
+ 7.12%
$6.98 - $15.81 $8.73K - $19.8K
18.8K $217K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
50
+ 0.55%
$28.1 - $29.89 $1.41K - $1.49K
9.17K $274K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
294
+ 3.22%
$49.7 - $56.11 $14.6K - $16.5K
9.44K $518K
AREC
American Resources Corp

Basic Materials
6.25K
+ 25.0%
$0.44 - $0.93 $2.75K - $5.81K
31.3K $28K
VIG
Vanguard Dividend Appreciation

ETFs
25
+ 1.41%
$182.15 - $182.15 $4.55K - $4.55K
1.79K $326K
J P Morgan Exchange Traded F
1.96K
+ 23.18%
N/A
10.4K $0
J P Morgan Exchange Traded F
225
+ 7.33%
N/A
3.3K $0
Linde PLC
1
+ 0.18%
N/A
542 $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
8.68K
+ 37.14%
N/A
32K $0
CVX
Chevron Corp

Energy
109
+ 4.83%
$137.88 - $161.97 $15K - $17.7K
2.37K $348K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.04%
$149.54 - $192.66 $150 - $193
2.72K $455K
LLY
Eli Lilly & CO

Healthcare
7
+ 0.01%
$772.14 - $960.02 $5.4K - $6.72K
60.7K $53.8M
Activity Summary
Buys All Purchases 61 New Holdings 18 Increased Positions 43 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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