$79.7 Million is the total value of Indie Asset Partners, LLC's 92 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SH | New | PROSHARES TRshort s&p 500 ne | $3,482,000 | – | 169,700 | +100.0% | 4.37% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $732,000 | – | 23,297 | +100.0% | 0.92% | – |
| FTCS | New | FIRST TR NASDAQ-100 TECH INDcap strength etf | $687,000 | – | 10,942 | +100.0% | 0.86% | – |
| CACG | New | LEGG MASON ETF INVT TRclrbrg gwt etf | $554,000 | – | 14,376 | +100.0% | 0.70% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $483,000 | – | 2,720 | +100.0% | 0.61% | – |
| IP | New | INTL PAPER CO | $439,000 | – | 12,104 | +100.0% | 0.55% | – |
| RPRX | New | ROYALTY PHARMA PLC | $427,000 | – | 9,328 | +100.0% | 0.54% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $388,000 | – | 1,553 | +100.0% | 0.49% | – |
| DKNG | New | DRAFTKINGS INC | $292,000 | – | 9,232 | +100.0% | 0.37% | – |
| ABT | New | ABBOTT LABS | $289,000 | – | 2,892 | +100.0% | 0.36% | – |
| QCOM | New | QUALCOMM INC | $269,000 | – | 2,528 | +100.0% | 0.34% | – |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $259,000 | – | 7,313 | +100.0% | 0.32% | – |
| EEMV | New | ISHARES INCmin vol emrg mkt | $250,000 | – | 4,520 | +100.0% | 0.31% | – |
| DTE | New | DTE ENERGY CO | $242,000 | – | 2,014 | +100.0% | 0.30% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $241,000 | – | 2,870 | +100.0% | 0.30% | – |
| KSS | New | KOHLS CORP | $234,000 | – | 10,250 | +100.0% | 0.29% | – |
| SQ | New | SQUARE INCcl a | $217,000 | – | 1,560 | +100.0% | 0.27% | – |
| BAC | New | BK OF AMERICA CORP | $216,000 | – | 8,139 | +100.0% | 0.27% | – |
| LOW | New | LOWES COS INC | $212,000 | – | 1,378 | +100.0% | 0.27% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $210,000 | – | 659 | +100.0% | 0.26% | – |
| UBER | New | UBER TECHNOLOGIES INC | $210,000 | – | 6,517 | +100.0% | 0.26% | – |
| CVX | New | CHEVRON CORP NEW | $209,000 | – | 2,331 | +100.0% | 0.26% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $207,000 | – | 5,050 | +100.0% | 0.26% | – |
| FAST | New | FASTENAL CO | $204,000 | – | 4,260 | +100.0% | 0.26% | – |
| CVS | New | CVS HEALTH CORP | $202,000 | – | 3,068 | +100.0% | 0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LILLY ELI & CO | 16 | Q3 2023 | 35.2% |
| APPLE INC | 16 | Q3 2023 | 8.6% |
| AMAZON COM INC | 16 | Q3 2023 | 4.7% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 2.7% |
| MICROSOFT CORP | 16 | Q3 2023 | 3.2% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 4.5% |
| META PLATFORMS INC | 16 | Q3 2023 | 2.2% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 3.5% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 1.3% |
| VISA INC | 16 | Q3 2023 | 1.3% |
View Indie Asset Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-11 |
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.