$91.2 Million is the total value of Indie Asset Partners, LLC's 85 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VYM | New | VANGUARD WHITEHALL FDShigh div yld | $479,911 | – | 4,435 | +100.0% | 0.53% | – |
NSC | New | NORFOLK SOUTHN CORP | $220,299 | – | 894 | +100.0% | 0.24% | – |
PG | New | PROCTER AND GAMBLE CO | $217,083 | – | 1,432 | +100.0% | 0.24% | – |
UPS | New | UNITED PARCEL SERVICE INCcl b | $215,058 | – | 1,237 | +100.0% | 0.24% | – |
FDX | New | FEDEX CORP | $211,541 | – | 1,221 | +100.0% | 0.23% | – |
IBM | New | INTERNATIONAL BUSINESS MACHS | $203,240 | – | 1,443 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-01
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.