206 is the total number of securities Indie Asset Partners, LLC has owned. The longest Indie Asset Partners, LLC has owned a single stock is 16 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LLY | LILLY ELI & CO | 16 | 16 | 9.45% | 18.12% | 35.22% | Q4 2019 | Q3 2023 | 16 |
AAPL | APPLE INC | 16 | 16 | 4.57% | 6.08% | 8.57% | Q4 2019 | Q3 2023 | 16 |
AMZN | AMAZON COM INC | 16 | 16 | 1.13% | 2.68% | 4.71% | Q4 2019 | Q3 2023 | 16 |
SCHD | SCHWAB STRATEGIC TR | 16 | 16 | 1.41% | 2.25% | 2.72% | Q4 2019 | Q3 2023 | 16 |
MSFT | MICROSOFT CORP | 16 | 16 | 1.29% | 1.94% | 3.16% | Q4 2019 | Q3 2023 | 16 |
SCHG | SCHWAB STRATEGIC TR | 16 | 16 | 0.77% | 1.85% | 4.52% | Q4 2019 | Q3 2023 | 16 |
FB | META PLATFORMS INC | 16 | 16 | 0.73% | 1.50% | 2.16% | Q4 2019 | Q3 2023 | 16 |
SPY | SPDR S&P 500 ETF TR | 16 | 16 | 0.53% | 1.24% | 3.46% | Q4 2019 | Q3 2023 | 16 |
SCHB | SCHWAB STRATEGIC TR | 16 | 16 | 0.64% | 0.91% | 1.31% | Q4 2019 | Q3 2023 | 16 |
V | VISA INC | 16 | 16 | 0.60% | 0.88% | 1.28% | Q4 2019 | Q3 2023 | 16 |
PFE | PFIZER INC | 16 | 16 | 0.54% | 0.87% | 1.21% | Q4 2019 | Q3 2023 | 16 |
MCD | MCDONALDS CORP | 16 | 16 | 0.56% | 0.83% | 1.17% | Q4 2019 | Q3 2023 | 16 |
JPST | JP MORGAN EXCHANGE TRA... | 16 | 16 | 0.27% | 0.80% | 2.18% | Q4 2019 | Q3 2023 | 16 |
PEP | PEPSICO INC | 16 | 16 | 0.57% | 0.78% | 0.91% | Q4 2019 | Q3 2023 | 16 |
SHW | SHERWIN WILLIAMS CO | 16 | 16 | 0.51% | 0.71% | 0.90% | Q4 2019 | Q3 2023 | 16 |
ANTM | ELEVANCE HEALTH INC | 16 | 16 | 0.54% | 0.71% | 0.94% | Q4 2019 | Q3 2023 | 16 |
XOM | EXXON MOBIL CORP | 16 | 16 | 0.31% | 0.70% | 1.39% | Q4 2019 | Q3 2023 | 16 |
GOOGL | ALPHABET INC | 16 | 16 | 0.42% | 0.60% | 1.10% | Q4 2019 | Q3 2023 | 16 |
JNJ | JOHNSON & JOHNSON | 16 | 16 | 0.35% | 0.59% | 1.04% | Q4 2019 | Q3 2023 | 16 |
KO | COCA COLA CO | 16 | 16 | 0.39% | 0.56% | 0.67% | Q4 2019 | Q3 2023 | 16 |
JPM | JPMORGAN CHASE & CO | 16 | 16 | 0.30% | 0.53% | 1.10% | Q4 2019 | Q3 2023 | 16 |
VIG | VANGUARD SPECIALIZED F... | 16 | 16 | 0.35% | 0.52% | 0.77% | Q4 2019 | Q3 2023 | 16 |
ABBV | ABBVIE INC | 16 | 16 | 0.33% | 0.48% | 0.62% | Q4 2019 | Q3 2023 | 16 |
T | AT&T INC | 16 | 16 | 0.21% | 0.47% | 0.93% | Q4 2019 | Q3 2023 | 16 |
GOOG | ALPHABET INC | 16 | 16 | 0.20% | 0.46% | 1.13% | Q4 2019 | Q3 2023 | 16 |
CMI | CUMMINS INC | 16 | 16 | 0.31% | 0.43% | 0.56% | Q4 2019 | Q3 2023 | 16 |
BRKB | BERKSHIRE HATHAWAY INC... | 16 | 16 | 0.28% | 0.42% | 0.61% | Q4 2019 | Q3 2023 | 16 |
HD | HOME DEPOT INC | 16 | 16 | 0.24% | 0.41% | 0.72% | Q4 2019 | Q3 2023 | 16 |
WMT | WALMART INC | 16 | 16 | 0.27% | 0.37% | 0.50% | Q4 2019 | Q3 2023 | 16 |
AMGN | AMGEN INC | 16 | 16 | 0.18% | 0.33% | 0.51% | Q4 2019 | Q3 2023 | 16 |
CAT | CATERPILLAR INC DEL | 16 | 16 | 0.19% | 0.28% | 0.35% | Q4 2019 | Q3 2023 | 16 |
SIRI | SIRIUS XM HOLDINGS INC | 16 | 16 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 16 |
AMT | AMERICAN TOWER CORP NEW | 15 | 15 | 0.27% | 0.61% | 1.06% | Q1 2020 | Q3 2023 | 15 |
FDX | FEDEX CORP | 11 | 4 | 0.22% | 0.36% | 0.63% | Q4 2019 | Q3 2023 | 15 |
PG | PROCTER & GAMBLE CO | 11 | 4 | 0.16% | 0.27% | 0.43% | Q4 2019 | Q3 2023 | 15 |
RPRX | ROYALTY PHARMA PLC | 14 | 14 | 0.54% | 14.33% | 23.64% | Q2 2020 | Q3 2023 | 14 |
SLY | SPDR SER TR | 14 | 14 | 0.76% | 1.15% | 2.74% | Q4 2019 | Q1 2023 | 14 |
FTCS | FIRST TR NASDAQ-100 TE... | 14 | 14 | 0.22% | 0.78% | 1.13% | Q2 2020 | Q3 2023 | 14 |
NVDA | NVIDIA CORPORATION | 11 | 3 | 0.22% | 0.46% | 0.66% | Q4 2019 | Q3 2023 | 14 |
UNH | UNITEDHEALTH GROUP INC | 14 | 14 | 0.20% | 0.27% | 0.32% | Q2 2020 | Q3 2023 | 14 |
BAC | BK OF AMERICA CORP | 12 | 1 | 0.21% | 0.26% | 0.34% | Q4 2019 | Q3 2023 | 14 |
VTI | VANGUARD INDEX FDS | 14 | 14 | 0.20% | 0.26% | 0.32% | Q4 2019 | Q1 2023 | 14 |
SLYV | SPDR SER TR | 13 | 13 | 1.78% | 2.56% | 4.41% | Q3 2020 | Q3 2023 | 13 |
SCHF | SCHWAB STRATEGIC TR | 12 | 1 | 0.25% | 0.70% | 0.96% | Q4 2019 | Q1 2023 | 13 |
CACG | LEGG MASON ETF INVT TR | 13 | 13 | 0.28% | 0.53% | 0.74% | Q2 2020 | Q2 2023 | 13 |
SHOP | SHOPIFY INC | 10 | 3 | 0.22% | 0.48% | 0.89% | Q4 2019 | Q3 2023 | 13 |
DLR | DIGITAL RLTY TR INC | 12 | 1 | 0.24% | 0.35% | 0.63% | Q4 2019 | Q3 2023 | 13 |
MINT | PIMCO ETF TR | 12 | 12 | 0.46% | 3.94% | 16.23% | Q4 2019 | Q3 2022 | 12 |
ADCT | ADC THERAPEUTICS SA | 12 | 12 | 0.08% | 1.21% | 3.44% | Q4 2020 | Q3 2023 | 12 |
VO | VANGUARD INDEX FDS | 12 | 12 | 0.30% | 0.46% | 0.61% | Q2 2020 | Q1 2023 | 12 |
MO | ALTRIA GROUP INC | 12 | 12 | 0.32% | 0.45% | 0.64% | Q4 2020 | Q3 2023 | 12 |
GWW | GRAINGER W W INC | 12 | 12 | 0.22% | 0.36% | 0.60% | Q4 2020 | Q3 2023 | 12 |
AVGO | BROADCOM INC | 12 | 12 | 0.24% | 0.34% | 0.52% | Q4 2020 | Q3 2023 | 12 |
LMBS | FIRST TR EXCHANGE-TRAD... | 12 | 12 | 0.22% | 0.30% | 0.40% | Q4 2019 | Q3 2022 | 12 |
CVS | CVS HEALTH CORP | 10 | 1 | 0.22% | 0.26% | 0.33% | Q4 2019 | Q1 2023 | 12 |
QTNT | QUOTIENT LTD | 12 | 12 | 0.00% | 0.10% | 0.33% | Q4 2019 | Q3 2022 | 12 |
NOC | NORTHROP GRUMMAN CORP | 11 | 11 | 0.28% | 0.52% | 0.82% | Q4 2020 | Q2 2023 | 11 |
TPL | TEXAS PACIFIC LAND COR... | 11 | 11 | 0.28% | 0.50% | 0.90% | Q1 2021 | Q3 2023 | 11 |
VOO | VANGUARD INDEX FDS | 11 | 11 | 0.21% | 0.50% | 1.27% | Q4 2019 | Q2 2022 | 11 |
LMT | LOCKHEED MARTIN CORP | 11 | 11 | 0.23% | 0.43% | 0.69% | Q1 2021 | Q3 2023 | 11 |
PYPL | PAYPAL HLDGS INC | 10 | 1 | 0.22% | 0.43% | 0.64% | Q4 2019 | Q3 2022 | 11 |
DIS | DISNEY WALT CO | 11 | 11 | 0.19% | 0.36% | 0.54% | Q4 2019 | Q2 2022 | 11 |
INTC | INTEL CORP | 11 | 11 | 0.23% | 0.31% | 0.42% | Q4 2019 | Q2 2022 | 11 |
UCON | FIRST TR EXCHNG TRADED... | 11 | 11 | 0.22% | 0.30% | 0.36% | Q1 2021 | Q3 2023 | 11 |
CCI | CROWN CASTLE INTL CORP... | 10 | 1 | 0.20% | 0.26% | 0.31% | Q4 2019 | Q2 2023 | 11 |
EEMV | ISHARES INC | 11 | 11 | 0.20% | 0.25% | 0.31% | Q2 2020 | Q4 2022 | 11 |
QCOM | QUALCOMM INC | 9 | 1 | 0.18% | 0.25% | 0.37% | Q4 2019 | Q1 2023 | 11 |
LUMN | LUMEN TECHNOLOGIES INC | 11 | 11 | 0.04% | 0.18% | 0.34% | Q1 2021 | Q3 2023 | 11 |
VDE | VANGUARD WORLD FDS | 10 | 10 | 0.54% | 1.82% | 2.60% | Q2 2021 | Q3 2023 | 10 |
PICK | ISHARES INC | 10 | 10 | 0.29% | 0.53% | 0.77% | Q2 2021 | Q3 2023 | 10 |
ICE | INTERCONTINENTAL EXCHA... | 10 | 10 | 0.39% | 0.50% | 0.69% | Q4 2020 | Q1 2023 | 10 |
JEPI | J P MORGAN EXCHANGE-TR... | 10 | 10 | 0.29% | 0.47% | 0.62% | Q2 2021 | Q3 2023 | 10 |
SRVR | PACER FDS TR | 10 | 10 | 0.18% | 0.46% | 0.66% | Q1 2020 | Q2 2022 | 10 |
XLF | SELECT SECTOR SPDR TR | 10 | 10 | 0.19% | 0.40% | 0.83% | Q4 2019 | Q1 2022 | 10 |
CSCO | CISCO SYS INC | 10 | 10 | 0.20% | 0.36% | 0.61% | Q4 2019 | Q1 2022 | 10 |
NEP | NEXTERA ENERGY PARTNER... | 10 | 10 | 0.23% | 0.29% | 0.36% | Q1 2021 | Q2 2023 | 10 |
CVX | CHEVRON CORP NEW | 7 | 1 | 0.18% | 0.25% | 0.34% | Q4 2019 | Q3 2023 | 10 |
ARCC | ARES CAPITAL CORP | 10 | 10 | 0.20% | 0.23% | 0.28% | Q3 2020 | Q4 2022 | 10 |
FAST | FASTENAL CO | 6 | 1 | 0.17% | 0.22% | 0.26% | Q2 2020 | Q3 2023 | 10 |
IYT | ISHARES TR | 9 | 9 | 0.92% | 1.31% | 1.53% | Q3 2021 | Q3 2023 | 9 |
SCI | SERVICE CORP INTL | 8 | 1 | 0.22% | 0.34% | 0.44% | Q4 2019 | Q3 2023 | 9 |
UPS | UNITED PARCEL SERVICE INC | 4 | 2 | 0.20% | 0.26% | 0.38% | Q4 2019 | Q1 2023 | 9 |
ABT | ABBOTT LABS | 8 | 1 | 0.17% | 0.26% | 0.40% | Q4 2019 | Q1 2022 | 9 |
LOW | LOWES COS INC | 9 | 9 | 0.22% | 0.26% | 0.32% | Q2 2020 | Q2 2022 | 9 |
NSC | NORFOLK SOUTHN CORP | 7 | 1 | 0.18% | 0.22% | 0.28% | Q4 2020 | Q2 2023 | 9 |
BLCN | SIREN ETF TR | 8 | 8 | 0.23% | 1.86% | 3.28% | Q4 2020 | Q3 2022 | 8 |
LIT | GLOBAL X FDS | 8 | 8 | 0.25% | 0.60% | 0.75% | Q4 2020 | Q3 2022 | 8 |
ASAN | ASANA INC | 8 | 8 | 0.18% | 0.55% | 1.05% | Q4 2020 | Q3 2022 | 8 |
SCHZ | SCHWAB STRATEGIC TR | 8 | 8 | 0.38% | 0.48% | 0.62% | Q1 2021 | Q4 2022 | 8 |
VZ | VERIZON COMMUNICATIONS... | 6 | 2 | 0.21% | 0.36% | 0.55% | Q4 2019 | Q3 2022 | 8 |
PENN | PENN NATL GAMING INC | 8 | 8 | 0.18% | 0.30% | 0.41% | Q3 2020 | Q2 2022 | 8 |
SQ | SQUARE INC | 8 | 8 | 0.16% | 0.28% | 0.37% | Q2 2020 | Q1 2022 | 8 |
UBER | UBER TECHNOLOGIES INC | 8 | 8 | 0.18% | 0.27% | 0.36% | Q2 2020 | Q1 2022 | 8 |
FIVG | ETF SER SOLUTIONS | 8 | 8 | 0.16% | 0.26% | 0.39% | Q1 2020 | Q4 2021 | 8 |
CRM | SALESFORCE COM INC | 5 | 3 | 0.15% | 0.26% | 0.38% | Q4 2019 | Q4 2021 | 8 |
ME | 23ANDME HOLDING CO | 8 | 8 | 0.02% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
VTIP | VANGUARD MALVERN FDS | 7 | 7 | 0.93% | 3.82% | 7.24% | Q1 2021 | Q3 2022 | 7 |
SCHM | SCHWAB STRATEGIC TR | 7 | 7 | 0.19% | 1.35% | 4.55% | Q4 2019 | Q2 2021 | 7 |
TDOC | TELADOC HEALTH INC | 7 | 7 | 0.25% | 1.30% | 2.28% | Q1 2020 | Q3 2021 | 7 |
IP | INTL PAPER CO | 7 | 7 | 0.18% | 0.51% | 0.71% | Q2 2020 | Q4 2021 | 7 |
ROBO | EXCHANGE TRADED CONCEP... | 7 | 7 | 0.19% | 0.49% | 0.73% | Q4 2020 | Q2 2022 | 7 |
DKNG | DRAFTKINGS INC | 7 | 7 | 0.16% | 0.40% | 0.66% | Q2 2020 | Q4 2021 | 7 |
COPX | GLOBAL X FDS | 7 | 7 | 0.22% | 0.31% | 0.44% | Q1 2022 | Q3 2023 | 7 |
MPC | MARATHON PETE CORP | 7 | 7 | 0.17% | 0.30% | 0.42% | Q1 2022 | Q3 2023 | 7 |
INBK | FIRST INTERNET BANCORP | 7 | 7 | 0.18% | 0.29% | 0.39% | Q1 2022 | Q3 2023 | 7 |
SHELL PLC | 7 | 7 | 0.18% | 0.25% | 0.29% | Q1 2022 | Q3 2023 | 7 | |
URA | GLOBAL X FDS | 7 | 7 | 0.18% | 0.24% | 0.29% | Q1 2022 | Q3 2023 | 7 |
GSK | GSK PLC | 5 | 1 | 0.18% | 0.21% | 0.26% | Q4 2019 | Q2 2022 | 7 |
SCHP | SCHWAB STRATEGIC TR | 7 | 7 | 0.19% | 0.21% | 0.24% | Q2 2021 | Q4 2022 | 7 |
BTT | BLACKROCK MUN TARGET T... | 6 | 6 | 0.60% | 2.08% | 3.32% | Q4 2019 | Q1 2021 | 6 |
VEGI | ISHARES INC | 6 | 6 | 0.90% | 1.07% | 1.25% | Q2 2022 | Q3 2023 | 6 |
AMLP | ALPS ETF TR | 6 | 6 | 0.85% | 0.96% | 1.03% | Q2 2022 | Q3 2023 | 6 |
DNP | DNP SELECT INCOME FD INC | 6 | 6 | 0.40% | 0.59% | 0.79% | Q2 2022 | Q3 2023 | 6 |
FIX | COMFORT SYS USA INC | 6 | 6 | 0.27% | 0.51% | 0.71% | Q1 2021 | Q2 2022 | 6 |
EPD | ENTERPRISE PRODS PARTN... | 6 | 6 | 0.39% | 0.46% | 0.54% | Q4 2019 | Q1 2021 | 6 |
BOTZ | GLOBAL X FDS | 6 | 6 | 0.21% | 0.45% | 0.62% | Q4 2020 | Q1 2022 | 6 |
BIIB | BIOGEN INC | 6 | 6 | 0.23% | 0.37% | 0.54% | Q4 2020 | Q1 2022 | 6 |
KOS | KOSMOS ENERGY LTD | 6 | 6 | 0.19% | 0.24% | 0.30% | Q2 2022 | Q3 2023 | 6 |
NVO | NOVO-NORDISK A S | 3 | 3 | 0.22% | 0.23% | 0.25% | Q4 2021 | Q3 2023 | 6 |
FLAHERTY & CRUMRINE DY... | 6 | 6 | 0.18% | 0.21% | 0.27% | Q1 2021 | Q2 2022 | 6 | |
TGT | TARGET CORP | 5 | 1 | 0.17% | 0.21% | 0.25% | Q1 2021 | Q1 2023 | 6 |
USMV | ISHARES TR | 5 | 5 | 0.38% | 2.27% | 5.07% | Q4 2019 | Q4 2020 | 5 |
TLT | ISHARES TR | 5 | 5 | 0.87% | 1.68% | 2.96% | Q3 2022 | Q3 2023 | 5 |
SCHE | SCHWAB STRATEGIC TR | 5 | 5 | 0.20% | 0.77% | 1.24% | Q1 2021 | Q1 2022 | 5 |
CVLT | COMMVAULT SYSTEMS INC | 5 | 5 | 0.25% | 0.69% | 1.07% | Q4 2020 | Q4 2021 | 5 |
MKC | MCCORMICK & CO INC | 4 | 1 | 0.17% | 0.57% | 0.70% | Q4 2019 | Q3 2021 | 5 |
BABA | ALIBABA GROUP HLDG LTD | 5 | 5 | 0.47% | 0.54% | 0.57% | Q4 2019 | Q4 2020 | 5 |
CRSP | CRISPR THERAPEUTICS AG | 5 | 5 | 0.26% | 0.45% | 0.63% | Q3 2020 | Q3 2021 | 5 |
QQQ | INVESCO QQQ TR | 3 | 2 | 0.25% | 0.40% | 0.78% | Q4 2019 | Q2 2022 | 5 |
GILD | GILEAD SCIENCES INC | 5 | 5 | 0.24% | 0.39% | 0.47% | Q4 2019 | Q4 2020 | 5 |
ZBRA | ZEBRA TECHNOLOGIES COR... | 5 | 5 | 0.21% | 0.35% | 0.46% | Q1 2021 | Q1 2022 | 5 |
MRK | MERCK & CO. INC | 5 | 5 | 0.23% | 0.30% | 0.40% | Q1 2020 | Q1 2021 | 5 |
LRCX | LAM RESEARCH CORP | 3 | 2 | 0.22% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 5 |
LUMN | LUMEN TECHNOLOGIES INC | 5 | 5 | 0.23% | 0.25% | 0.27% | Q4 2019 | Q4 2020 | 5 |
TMO | THERMO FISHER SCIENTIF... | 5 | 5 | 0.22% | 0.24% | 0.27% | Q1 2021 | Q1 2022 | 5 |
NUAN | NUANCE COMMUNICATIONS INC | 3 | 2 | 0.16% | 0.22% | 0.32% | Q3 2020 | Q4 2021 | 5 |
MANU | MANCHESTER UTD PLC NEW | 5 | 5 | 0.16% | 0.22% | 0.29% | Q1 2021 | Q1 2022 | 5 |
JPHY | J P MORGAN EXCHANGE-TR... | 5 | 5 | 0.16% | 0.19% | 0.25% | Q1 2021 | Q1 2022 | 5 |
MTT | WESTERN ASSET MUN DEF ... | 4 | 4 | 0.24% | 0.59% | 1.01% | Q1 2020 | Q4 2020 | 4 |
NIQ | NUVEEN INT DUR QUAL MU... | 4 | 4 | 0.31% | 0.51% | 0.77% | Q1 2020 | Q4 2020 | 4 |
SPLK | SPLUNK INC | 4 | 4 | 0.35% | 0.45% | 0.51% | Q2 2021 | Q1 2022 | 4 |
MRVL | MARVELL TECHNOLOGY GRO... | 4 | 4 | 0.32% | 0.37% | 0.40% | Q2 2020 | Q1 2021 | 4 |
ZBH | ZIMMER BIOMET HOLDINGS... | 4 | 4 | 0.32% | 0.36% | 0.37% | Q1 2022 | Q4 2022 | 4 |
GENERAL ELECTRIC CO | 4 | 4 | 0.24% | 0.35% | 0.44% | Q3 2021 | Q2 2022 | 4 | |
VIRT | VIRTU FINL INC | 4 | 4 | 0.22% | 0.31% | 0.41% | Q3 2021 | Q2 2022 | 4 |
AMD | ADVANCED MICRO DEVICES... | 4 | 4 | 0.25% | 0.28% | 0.34% | Q2 2021 | Q1 2022 | 4 |
LYFT | LYFT INC | 4 | 4 | 0.18% | 0.24% | 0.28% | Q4 2020 | Q3 2021 | 4 |
JSCP | J P MORGAN EXCHANGE-TR... | 4 | 4 | 0.20% | 0.21% | 0.23% | Q2 2021 | Q1 2022 | 4 |
SPG | SIMON PPTY GROUP INC NEW | 2 | 1 | 0.16% | 0.19% | 0.24% | Q4 2019 | Q1 2022 | 4 |
MDXG | MIMEDX GROUP INC | 4 | 4 | 0.06% | 0.11% | 0.14% | Q4 2020 | Q3 2021 | 4 |
BFO | BLACKROCK FLA MUN 2020... | 3 | 3 | 0.40% | 0.63% | 0.85% | Q1 2020 | Q3 2020 | 3 |
GLD | SPDR GOLD TR | 3 | 3 | 0.58% | 0.63% | 0.66% | Q1 2023 | Q3 2023 | 3 |
VYM | VANGUARD WHITEHALL FDS | 2 | 1 | 0.30% | 0.38% | 0.53% | Q2 2020 | Q4 2022 | 3 |
SCHV | SCHWAB STRATEGIC TR | 3 | 3 | 0.33% | 0.36% | 0.44% | Q4 2019 | Q2 2020 | 3 |
NVTA | INVITAE CORP | 3 | 3 | 0.21% | 0.35% | 0.43% | Q4 2020 | Q2 2021 | 3 |
MRVL | MARVELL TECHNOLOGY INC | 3 | 3 | 0.32% | 0.34% | 0.37% | Q2 2021 | Q4 2021 | 3 |
EBS | EMERGENT BIOSOLUTIONS INC | 3 | 3 | 0.17% | 0.30% | 0.37% | Q4 2020 | Q2 2021 | 3 |
DTE | DTE ENERGY CO | 2 | 1 | 0.28% | 0.29% | 0.30% | Q4 2019 | Q3 2020 | 3 |
ABB | ABB LTD | 3 | 3 | 0.24% | 0.26% | 0.30% | Q4 2020 | Q2 2021 | 3 |
OLO | OLO INC | 3 | 3 | 0.10% | 0.19% | 0.27% | Q4 2021 | Q2 2022 | 3 |
AZYO | ELUTIA INC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
SH | PROSHARES TR | 2 | 2 | 2.86% | 3.62% | 4.37% | Q2 2020 | Q3 2020 | 2 |
FLRN | SPDR SER TR | 2 | 2 | 3.38% | 3.57% | 3.76% | Q4 2019 | Q1 2020 | 2 |
SPYG | SPDR SER TR | 2 | 2 | 1.44% | 1.47% | 1.50% | Q4 2019 | Q1 2020 | 2 |
FLOT | ISHARES TR | 2 | 2 | 0.76% | 1.00% | 1.24% | Q4 2019 | Q1 2020 | 2 |
SPSM | SPDR SER TR | 2 | 2 | 0.55% | 0.60% | 0.64% | Q2 2023 | Q3 2023 | 2 |
GLOBAL X FDS | 2 | 2 | 0.41% | 0.45% | 0.50% | Q4 2021 | Q1 2022 | 2 | |
STMP | STAMPS COM INC | 2 | 2 | 0.36% | 0.42% | 0.49% | Q1 2021 | Q2 2021 | 2 |
ZM | ZOOM VIDEO COMMUNICATI... | 2 | 2 | 0.25% | 0.37% | 0.49% | Q2 2020 | Q3 2020 | 2 |
GDX | VANECK ETF TRUST | 2 | 2 | 0.32% | 0.36% | 0.39% | Q2 2023 | Q3 2023 | 2 |
PSXP | PHILLIPS 66 PARTNERS LP | 2 | 2 | 0.27% | 0.34% | 0.42% | Q4 2019 | Q1 2020 | 2 |
BP | BP PLC | 2 | 2 | 0.26% | 0.33% | 0.41% | Q4 2019 | Q1 2020 | 2 |
SCHX | SCHWAB STRATEGIC TR | 2 | 2 | 0.28% | 0.31% | 0.33% | Q4 2019 | Q1 2020 | 2 |
KSS | KOHLS CORP | 2 | 2 | 0.24% | 0.27% | 0.29% | Q2 2020 | Q3 2020 | 2 |
SHLX | SHELL MIDSTREAM PARTNE... | 2 | 2 | 0.14% | 0.26% | 0.37% | Q4 2019 | Q1 2020 | 2 |
TSLA | TESLA INC | 1 | 1 | 0.24% | 0.25% | 0.25% | Q3 2020 | Q2 2023 | 2 |
EDIT | EDITAS MEDICINE INC | 1 | 1 | 0.17% | 0.21% | 0.24% | Q4 2020 | Q2 2021 | 2 |
ZYME | ZYMEWORKS INC | 2 | 2 | 0.18% | 0.21% | 0.23% | Q1 2021 | Q2 2021 | 2 |
IBM | INTERNATIONAL BUSINESS... | 1 | 1 | 0.17% | 0.20% | 0.22% | Q3 2021 | Q4 2022 | 2 |
CANG | CANGO INC | 2 | 2 | 0.10% | 0.18% | 0.25% | Q1 2021 | Q2 2021 | 2 |
KIDS | ORTHOPEDIATRICS CORP | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2021 | Q3 2021 | 2 |
FCTR | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q4 2021 | 2 |
LLNW | LIMELIGHT NETWORKS INC | 2 | 2 | 0.06% | 0.12% | 0.17% | Q1 2021 | Q2 2021 | 2 |
HEXO | HEXO CORP | 2 | 2 | 0.07% | 0.09% | 0.11% | Q1 2021 | Q2 2021 | 2 |
AREC | AMERICAN RES CORP | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
ATLAS ENERGY SOLUTIONS... | 1 | 1 | 6.53% | 6.53% | 6.53% | Q3 2023 | Q3 2023 | 1 | |
BA | BOEING CO | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2019 | Q4 2019 | 1 |
TPL | TEXAS PAC LD TR | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2020 | Q4 2020 | 1 |
FUN | CEDAR FAIR L P | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2019 | Q4 2019 | 1 |
VUG | VANGUARD INDEX FDS | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2020 | Q3 2020 | 1 |
EQM | EQM MIDSTREAM PARTNERS LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
SRLN | SSGA ACTIVE ETF TR | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
XLK | SELECT SECTOR SPDR TR | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
SOXX | ISHARES TR | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q1 2020 | 1 |
SPOT | SPOTIFY TECHNOLOGY S A | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
CIBUS INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 | |
GM | GENERAL MTRS CO | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
BKK | BLACKROCK MUN 2020 TER... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
BMY | BRISTOL-MYERS SQUIBB CO | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
GANX | GAIN THERAPEUTICS INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
MU | MICRON TECHNOLOGY INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
AMLP | ALPS ETF TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
USO | UNITED STATES OIL FUND LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
KEY | KEYCORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
MFA | MFA FINL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
HVBT | HIVE BLOCKCHAIN TECHNL... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
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The securities at the top of the list , including LILLY ELI & CO, APPLE INC, and AMAZON COM INC, are the highest-conviction holdings of Indie Asset Partners, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Indie Asset Partners, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Indie Asset Partners, LLC owns currently or has owned in the past.