$79.8 Million is the total value of Indie Asset Partners, LLC's 93 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SLYV | New | SPDR SER TRs&p 600 smcp val | $2,938,000 | – | 58,651 | +100.0% | 3.68% | – |
| PENN | New | PENN NATL GAMING INC | $330,000 | – | 4,545 | +100.0% | 0.41% | – |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $251,000 | – | 2,995 | +100.0% | 0.31% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $238,000 | – | 1,047 | +100.0% | 0.30% | – |
| NUAN | New | NUANCE COMMUNICATIONS INC | $207,000 | – | 6,225 | +100.0% | 0.26% | – |
| ARCC | New | ARES CAPITAL CORP | $205,000 | – | 14,710 | +100.0% | 0.26% | – |
| TSLA | New | TESLA INC | $200,000 | – | 467 | +100.0% | 0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-13
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.