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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$526,000 0.41% of portfolio
52,450
Q3 2024 Reduced 3.07%
$0
$266,000 0.21% of portfolio
10,872
Q3 2024 New

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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