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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$824B
$46.2 Million 37.71% of portfolio
59,825
Q4 2024 Reduced 1.45%
$3.94T
$9.13 Million 7.46% of portfolio
36,465
Q4 2024 Reduced 1.13%
$3.09T
$3.66 Million 2.99% of portfolio
8,686
Q4 2024 Reduced 13.24%
$1.61T
$3.4 Million 2.77% of portfolio
5,757
Q4 2024 Reduced 0.21%
$0
$2.75 Million 2.25% of portfolio
31,527
Q4 2024 Reduced 1.32%
$51.6B
$2.4 Million 1.96% of portfolio
32,190
Q4 2024 Added 65.13%
$347B
$2.31 Million 1.89% of portfolio
17,238
Q4 2024 Reduced 0.54%
$0
$2.27 Million 1.85% of portfolio
18,726
Q4 2024 Reduced 1.99%
$2.31T
$2.1 Million 1.71% of portfolio
9,556
Q4 2024 Reduced 0.36%
$0
$2.01 Million 1.64% of portfolio
72,251
Q4 2024 Added 315.5%
$0
$1.92 Million 1.56% of portfolio
70,101
Q4 2024 Added 202.66%
$0
$1.53 Million 1.25% of portfolio
16,919
Q4 2024 Reduced 1.1%
$819B
$1.52 Million 1.24% of portfolio
6,354
Q4 2024 Added 0.05%
$0
$1.28 Million 1.05% of portfolio
28,085
Q4 2024 Added 6.69%
$92.6B
$1.24 Million 1.01% of portfolio
5,350
Q4 2024 Added 0.13%
$1.1T
$1.12 Million 0.91% of portfolio
5,911
Q4 2024 Added 2.35%
$0
$990,000 0.81% of portfolio
43,638
Q4 2024 Added 200.0%
$0
$963,000 0.79% of portfolio
14,262
Q4 2024 Reduced 0.49%
$0
$952,000 0.78% of portfolio
19,775
Q4 2024 Reduced 4.81%
$0
$943,000 0.77% of portfolio
1,610
Q4 2024 Reduced 2.66%
$460B
$817,000 0.67% of portfolio
7,601
Q4 2024 Added 0.37%
$0
$812,000 0.66% of portfolio
14,128
Q4 2024 Added 1.95%
$222B
$761,000 0.62% of portfolio
2,627
Q4 2024 Reduced 8.56%
$51.6B
$745,000 0.61% of portfolio
707
Q4 2024 Added 0.14%
$54.4B
$734,000 0.6% of portfolio
2,106
Q4 2024 Reduced 0.05%
$0
$738,000 0.6% of portfolio
1,255
Q4 2024 Added 2.45%
$1.14T
$711,000 0.58% of portfolio
1,763
Q4 2024 Added 7.7%
$93.5B
$704,000 0.57% of portfolio
2,909
Q4 2024 Added 0.41%
$282B
$657,000 0.54% of portfolio
7,276
Q4 2024 Reduced 5.3%
$0
$642,000 0.52% of portfolio
14,312
Q4 2024 Reduced 2.09%
$628B
$642,000 0.52% of portfolio
1,418
Q4 2024 Added 1.79%
$303B
$579,000 0.47% of portfolio
9,309
Q4 2024 Reduced 0.87%
$303M
$563,000 0.46% of portfolio
15,659
Q2 2024 Added 39.19%
$0
$545,000 0.45% of portfolio
9,683
Q4 2024 Added 2.62%
$201B
$522,000 0.43% of portfolio
3,433
Q3 2024 Added 1.03%
$1.14T
$521,000 0.43% of portfolio
2,739
Q4 2024 Added 0.59%
$10.9B
$525,000 0.43% of portfolio
475
Q4 2024 Reduced 5.0%
$0
$507,000 0.41% of portfolio
20,603
Q4 2024 Added 26.16%
$0
$504,000 0.41% of portfolio
937
Q4 2024 Added 28.71%
$0
$503,000 0.41% of portfolio
14,844
Q4 2024 Added 0.92%
$0
$488,000 0.4% of portfolio
1,687
Q4 2024 Added 4.91%
$405B
$487,000 0.4% of portfolio
1,252
Q4 2024 Reduced 13.66%
$91.8B
$478,000 0.39% of portfolio
1,295
Q4 2024 Reduced 0.15%
$470B
$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%
$0
$470,000 0.38% of portfolio
4,320
Q4 2024 Added 12.32%
$186B
$443,000 0.36% of portfolio
1,223
Q4 2024 Added 0.16%
$154B
$422,000 0.34% of portfolio
3,970
Q4 2024 Reduced 0.25%
$581B
$392,000 0.32% of portfolio
1,241
Q4 2024 Reduced 50.48%

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
Track This Portfolio

Track Indie Asset Partners, LLC Portfolio

Follow Indie Asset Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Indie Asset Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Indie Asset Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email