$138 Million is the total value of Indie Asset Partners, LLC's 126 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | GLOBAL X FDSgbl x blockchain | $687,000 | – | 31,535 | +100.0% | 0.50% | – | |
| SCI | New | SERVICE CORP INTL | $504,000 | – | 7,093 | +100.0% | 0.37% | – |
| LRCX | New | LAM RESEARCH CORP | $424,000 | – | 590 | +100.0% | 0.31% | – |
| OLO | New | OLO INCcl a | $371,000 | – | 17,825 | +100.0% | 0.27% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $348,000 | – | 874 | +100.0% | 0.25% | – |
| NVO | New | NOVO-NORDISK A Sadr | $306,000 | – | 2,729 | +100.0% | 0.22% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $282,000 | – | 1,316 | +100.0% | 0.20% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $246,000 | – | 1,538 | +100.0% | 0.18% | – |
| MU | New | MICRON TECHNOLOGY INC | $206,000 | – | 2,211 | +100.0% | 0.15% | – |
| ME | New | 23ANDME HOLDING CO | $128,000 | – | 19,250 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
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.