$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HVBT | Exit | HIVE BLOCKCHAIN TECHNLGIES L | $0 | – | -11,000 | -100.0% | -0.02% | – |
| MDXG | Exit | MIMEDX GROUP INC | $0 | – | -11,200 | -100.0% | -0.06% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,498 | -100.0% | -0.17% | – |
| MKC | Exit | MCCORMICK & CO INC | $0 | – | -2,612 | -100.0% | -0.17% | – |
| KIDS | Exit | ORTHOPEDIATRICS CORP | $0 | – | -3,232 | -100.0% | -0.17% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,171 | -100.0% | -0.18% | – |
| GANX | Exit | GAIN THERAPEUTICS INC | $0 | – | -29,652 | -100.0% | -0.18% | – |
| LYFT | Exit | LYFT INC | $0 | – | -4,164 | -100.0% | -0.18% | – |
| TDOC | Exit | TELADOC HEALTH INC | $0 | – | -2,414 | -100.0% | -0.25% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -2,915 | -100.0% | -0.26% | – |
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.