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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.91B
$286,000 0.22% of portfolio
351
Q2 2024 Reduced 7.39%
$176B
$283,000 0.22% of portfolio
1,667
Q3 2024 Reduced 1.3%
$231B
$287,000 0.22% of portfolio
4,365
Q1 2022 New
$12.1B
$270,000 0.21% of portfolio
2,491
Q3 2024 Reduced 3.71%
$0
$266,000 0.21% of portfolio
10,872
Q3 2024 New
$383B
$274,000 0.21% of portfolio
6,926
Q3 2024 Reduced 6.46%
$63.9B
$260,000 0.2% of portfolio
1,048
Q3 2024 New
$75.2B
$239,000 0.19% of portfolio
453
Q3 2024 New
$71.5B
$228,000 0.18% of portfolio
7,862
Q3 2024 New
$170B
$230,000 0.18% of portfolio
850
Q3 2024 Reduced 13.53%
$3.21B
$234,000 0.18% of portfolio
15,500
Q3 2024 New
$78.8B
$237,000 0.18% of portfolio
869
Q3 2024 Reduced 9.85%
$18B
$232,000 0.18% of portfolio
595
Q3 2024 New
$1.12B
$217,000 0.17% of portfolio
18,800
Q3 2024 Added 7.12%
$165B
$223,000 0.17% of portfolio
10,156
Q3 2024 Reduced 6.34%
$202B
$206,000 0.16% of portfolio
1,096
Q3 2024 New
$18.3B
$183,000 0.14% of portfolio
10,950
Q3 2023 New
$2.55B
$77,000 0.06% of portfolio
13,180
Q3 2024 Added 3.61%
$1.75B
$68,000 0.05% of portfolio
16,910
Q3 2024 Reduced 10.58%
$81.8M
$28,000 0.02% of portfolio
31,250
Q3 2024 Added 25.0%
$855M
$11,000 0.01% of portfolio
33,050
Q2 2024 Added 1.54%

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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