Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
LILLY ELI & CO | 19 | Q2 2024 | 45.0% |
APPLE INC | 19 | Q2 2024 | 8.6% |
AMAZON COM INC | 19 | Q2 2024 | 4.7% |
MICROSOFT CORP | 19 | Q2 2024 | 3.4% |
SCHWAB STRATEGIC TR | 19 | Q2 2024 | 2.7% |
SCHWAB STRATEGIC TR | 19 | Q2 2024 | 4.5% |
META PLATFORMS INC | 19 | Q2 2024 | 2.3% |
SPDR S&P 500 ETF TR | 19 | Q2 2024 | 3.5% |
SCHWAB STRATEGIC TR | 19 | Q2 2024 | 1.3% |
VISA INC | 19 | Q2 2024 | 1.3% |
View Indie Asset Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-23 |
13F-HR | 2024-08-05 |
13F-HR | 2024-05-10 |
13F-HR | 2024-01-26 |
13F-HR | 2023-10-27 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-01 |
13F-HR | 2022-10-25 |
13F-HR | 2022-08-12 |
View Indie Asset Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.