Indie Asset Partners, LLC Reduced Holdings in Q4 2024

Indie Asset Partners, LLC

  • $122 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-880
- 1.45%
$727.2 - $932.06 $640K - $820K
59.8K $46.2M
MSFT
Microsoft Corp

Technology
-1.33K
- 13.24%
$406.35 - $454.46 $539K - $603K
8.69K $3.66M
IYH
Ishares Tr

ETFs
-3.28K
- 14.71%
$57.53 - $65.24 $188K - $214K
19K $1.11M
V
Visa Inc.

Financial Services
-1.27K
- 50.48%
$273.87 - $320.91 $346K - $406K
1.24K $392K
ELV
Elevance Health, Inc.

Healthcare
-2
- 0.15%
$365.96 - $514.62 $732 - $1.03K
1.3K $478K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.24K
- 22.29%
$87.1 - $98.49 $108K - $122K
4.33K $377K
MCD
Mcdonalds Corp

Consumer Cyclical
-246
- 8.56%
$288.47 - $316.54 $71K - $77.9K
2.63K $761K
LMT
Lockheed Martin Corp

Industrials
-60
- 7.88%
$479.66 - $614.62 $28.8K - $36.9K
701 $340K
HD
Home Depot, Inc.

Consumer Cyclical
-198
- 13.66%
$385.02 - $431.37 $76.2K - $85.4K
1.25K $487K
KO
Coca Cola CO

Consumer Defensive
-82
- 0.87%
$61.74 - $71.71 $5.06K - $5.88K
9.31K $579K
AMGN
Amgen Inc

Healthcare
-25
- 2.21%
$258.78 - $328.31 $6.47K - $8.21K
1.11K $288K
VDE
Vanguard Energy ETF

ETFs
-380
- 1.99%
$116.67 - $136.78 $44.3K - $52K
18.7K $2.27M
PAYX
Paychex Inc

Industrials
-564
- 25.08%
$135.86 - $148.73 $76.6K - $83.9K
1.69K $236K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-188
- 1.1%
$89.9 - $100.66 $16.9K - $18.9K
16.9K $1.53M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-127
- 21.49%
$481.22 - $538.17 $61.1K - $68.3K
464 $237K
URA
Global X Uranium ETF

ETFs
-1K
- 10.24%
$26.78 - $33.46 $26.8K - $33.5K
8.76K $234K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-25
- 0.18%
$26.63 - $30.23 $666 - $756
14K $372K
FTCS
First Trust Capital Strength E

ETFs
-300
- 10.63%
$87.62 - $94.03 $26.3K - $28.2K
2.52K $221K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1K
- 4.81%
$46.48 - $51.32 $46.5K - $51.3K
19.8K $952K
IYT
Ishares Tr U.S. Transportation

ETFs
-70
- 0.49%
$66.79 - $75.4 $4.68K - $5.28K
14.3K $963K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-422
- 1.32%
$84.34 - $95.14 $35.6K - $40.1K
31.5K $2.75M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-305
- 2.09%
$44.33 - $49.55 $13.5K - $15.1K
14.3K $642K
CVX
Chevron Corp

Energy
-65
- 2.75%
$141.15 - $162.53 $9.17K - $10.6K
2.3K $333K
IBM
International Business Machines Corp

Technology
-21
- 1.51%
$204.9 - $238.04 $4.3K - $5K
1.37K $300K
SPY
Spdr S&P 500 ETF Trust

ETFs
-44
- 2.66%
$567.81 - $607.81 $25K - $26.7K
1.61K $943K
VIG
Vanguard Dividend Appreciation

ETFs
-24
- 1.34%
N/A
1.77K $322K
T
At&T Inc.

Communication Services
-350
- 3.45%
$21.22 - $23.88 $7.43K - $8.36K
9.81K $223K
Atlas Energy Solutions Inc
-4.15K
- 4.78%
N/A
82.8K $0
DIS
Walt Disney CO

Communication Services
-45
- 2.09%
$92.39 - $117.6 $4.16K - $5.29K
2.1K $234K
BAC
Bank Of America Corp

Financial Services
-34
- 0.49%
$39.22 - $47.77 $1.33K - $1.62K
6.89K $302K
WMT
Walmart Inc.

Consumer Defensive
-407
- 5.3%
$79.1 - $95.7 $32.2K - $38.9K
7.28K $657K
SMR
Nuscale Power Corp

Industrials
-4.45K
- 23.67%
$11.69 - $30.21 $52K - $134K
14.4K $257K
CMI
Cummins Inc

Industrials
-1
- 0.05%
$324.93 - $383.42 $325 - $383
2.11K $734K
TPL
Texas Pacific Land Corp

Energy
-25
- 5.0%
$915.49 - $1730.0 $22.9K - $43.3K
475 $525K
META
Meta Platforms, Inc.

Communication Services
-12
- 0.21%
$554.08 - $632.68 $6.65K - $7.59K
5.76K $3.4M
SHOP
Shopify Inc.

Technology
-10
- 0.25%
$78.14 - $119.49 $781 - $1.19K
3.97K $422K
NVDA
Nvidia Corp

Technology
-94
- 0.54%
$117.0 - $148.88 $11K - $14K
17.2K $2.31M
AMZN
Amazon Com Inc

Consumer Cyclical
-35
- 0.36%
$180.88 - $232.93 $6.33K - $8.15K
9.56K $2.1M
AAPL
Apple Inc.

Technology
-415
- 1.13%
$221.69 - $259.02 $92K - $107K
36.5K $9.13M
Activity Summary
Buys All Purchases 57 New Holdings 5 Increased Positions 52 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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