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
$67.6B
$212,000 0.17% of portfolio
453
Q3 2024 New
$117B
$207,000 0.17% of portfolio
1,202
Q4 2024 New
$156B
$209,000 0.17% of portfolio
850
Q3 2024 Reduced 13.53%
$266B
$213,000 0.17% of portfolio
3,606
Q4 2024 New
$0
$213,000 0.17% of portfolio
520
Q4 2024 New
$0
$202,000 0.16% of portfolio
3,649
Q2 2024 New
$16.5B
$187,000 0.15% of portfolio
10,950
Q3 2023 New
$2.96B
$60,000 0.05% of portfolio
15,384
Q4 2024 Added 16.72%
$41.2M
$31,000 0.03% of portfolio
31,250
Q3 2024 Added 25.0%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q4 2024 New
Linde PLC
-
$0 0.0% of portfolio
-
Q4 2024 Added 10.33%
$0
$0 0.0% of portfolio
32,105
Q4 2024 Added 0.18%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q4 2024 Added 3.19%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q4 2024 Added 17.95%
Atlas Energy Solutions Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 4.78%

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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