Indie Asset Partners, LLC Portfolio Holdings

Indie Asset Partners, LLC

  • $122 Million
  • Q4 2024

Indie Asset Partners, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $122 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $46.2M, Apple Inc. with a value of $9.13M, Microsoft Corp with a value of $3.66M, Meta Platforms, Inc. with a value of $3.4M, and Spdr S&P 600 Small Cap Value E with a value of $2.75M.

Examining the 13F form we can see an decrease of $6.37M in the current position value, from $129M to 122M.

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 $122 Million
Healthcare: $48.6 Million
ETFs: $28.7 Million
Technology: $17.5 Million
Communication Services: $5.49 Million
Consumer Cyclical: $4.6 Million
Industrials: $4.59 Million
Financial Services: $4.54 Million
Energy: $3.1 Million
Other: $3.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$830B
$46.2 Million 37.71% of portfolio
59,825
Q4 2024 Reduced 1.45%
$3.95T
$9.13 Million 7.46% of portfolio
36,465
Q4 2024 Reduced 1.13%
$3.04T
$3.66 Million 2.99% of portfolio
8,686
Q4 2024 Reduced 13.24%
$1.54T
$3.4 Million 2.77% of portfolio
5,757
Q4 2024 Reduced 0.21%
$52B
$2.4 Million 1.96% of portfolio
32,190
Q4 2024 Added 65.13%
$335B
$2.31 Million 1.89% of portfolio
17,238
Q4 2024 Reduced 0.54%
$2.21T
$2.1 Million 1.71% of portfolio
9,556
Q4 2024 Reduced 0.36%
$775B
$1.52 Million 1.24% of portfolio
6,354
Q4 2024 Added 0.05%
$88.6B
$1.24 Million 1.01% of portfolio
5,350
Q4 2024 Added 0.13%
$1.07T
$1.12 Million 0.91% of portfolio
5,911
Q4 2024 Added 2.35%
$461B
$817,000 0.67% of portfolio
7,601
Q4 2024 Added 0.37%
$224B
$761,000 0.62% of portfolio
2,627
Q4 2024 Reduced 8.56%
$50.9B
$745,000 0.61% of portfolio
707
Q4 2024 Added 0.14%
$51.7B
$734,000 0.6% of portfolio
2,106
Q4 2024 Reduced 0.05%
$1.07T
$711,000 0.58% of portfolio
1,763
Q4 2024 Added 7.7%
$257B
$657,000 0.54% of portfolio
7,276
Q4 2024 Reduced 5.3%
$309B
$579,000 0.47% of portfolio
9,309
Q4 2024 Reduced 0.87%
$282M
$563,000 0.46% of portfolio
15,659
Q2 2024 Added 39.19%
$211B
$522,000 0.43% of portfolio
3,433
Q3 2024 Added 1.03%
$1.11T
$521,000 0.43% of portfolio
2,739
Q4 2024 Added 0.59%
$10.4B
$525,000 0.43% of portfolio
475
Q4 2024 Reduced 5.0%
$394B
$487,000 0.4% of portfolio
1,252
Q4 2024 Reduced 13.66%
$92.4B
$478,000 0.39% of portfolio
1,295
Q4 2024 Reduced 0.15%
$458B
$466,000 0.38% of portfolio
509
Q3 2024 Added 71.38%
$0
$462,000 0.38% of portfolio
52,450
Q3 2024 Reduced 3.07%
$180B
$443,000 0.36% of portfolio
1,223
Q4 2024 Added 0.16%
$138B
$422,000 0.34% of portfolio
3,970
Q4 2024 Reduced 0.25%
$570B
$392,000 0.32% of portfolio
1,241
Q4 2024 Reduced 50.48%
$148B
$374,000 0.31% of portfolio
14,101
Q4 2024 Reduced 9.96%
$357B
$374,000 0.31% of portfolio
2,107
Q4 2024 Added 0.38%
$98.7B
$369,000 0.3% of portfolio
7,061
Q4 2024 Added 0.11%
$76.7B
$369,000 0.3% of portfolio
2,650
Q2 2024 Reduced 0.23%
$436B
$342,000 0.28% of portfolio
677
Q4 2024 Added 0.15%
$116B
$340,000 0.28% of portfolio
701
Q4 2024 Reduced 7.88%
$60.2B
$328,000 0.27% of portfolio
1,908
Q4 2024 Added 0.47%
$307B
$333,000 0.27% of portfolio
2,300
Q4 2024 Reduced 2.75%
$12.4B
$332,000 0.27% of portfolio
4,161
Q3 2023 Reduced 3.19%
$129B
$306,000 0.25% of portfolio
1,048
Q3 2024 New
$424B
$301,000 0.25% of portfolio
2,085
Q4 2024 Added 3.94%
$360B
$302,000 0.25% of portfolio
6,892
Q4 2024 Reduced 0.49%
$42.8B
$301,000 0.25% of portfolio
4,198
Q4 2024 Added 0.21%
$234B
$300,000 0.24% of portfolio
1,367
Q4 2024 Reduced 1.51%
$1.74B
$296,000 0.24% of portfolio
7,022
Q4 2024 Added 0.19%
$162B
$288,000 0.24% of portfolio
1,105
Q4 2024 Reduced 2.21%
$9.25B
$277,000 0.23% of portfolio
2,495
Q4 2024 Added 0.16%
$403B
$287,000 0.23% of portfolio
1,717
Q4 2024 Added 0.06%
$237B
$273,000 0.22% of portfolio
4,365
Q1 2022 New
$199B
$269,000 0.22% of portfolio
3,128
Q4 2024 Added 4.2%
$13B
$252,000 0.21% of portfolio
595
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $122 Million
  • Prior Value $129 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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