$133 Million is the total value of Indie Asset Partners, LLC's 124 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -2,211 | -100.0% | -0.15% | – |
CRM | Exit | SALESFORCE COM INC | $0 | – | -835 | -100.0% | -0.15% | – |
FIVG | Exit | ETF SER SOLUTIONSdefiance next | $0 | – | -5,235 | -100.0% | -0.16% | – |
FCTR | Exit | FIRST TR EXCHANGE-TRADED FDlunt us factor | $0 | – | -6,175 | -100.0% | -0.16% | – |
NUAN | Exit | NUANCE COMMUNICATIONS INC | $0 | – | -4,025 | -100.0% | -0.16% | – |
DKNG | Exit | DRAFTKINGS INC | $0 | – | -8,310 | -100.0% | -0.16% | – |
IP | Exit | INTERNATIONAL PAPER CO | $0 | – | -5,354 | -100.0% | -0.18% | – |
CVLT | Exit | COMMVAULT SYS INC | $0 | – | -5,050 | -100.0% | -0.25% | – |
MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -5,900 | -100.0% | -0.37% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
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 | 2024-01-26 |
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 |
13F-HR | 2021-11-09 |
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.