$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QTNT | Exit | QUOTIENT LTD | $0 | – | -15,000 | -100.0% | -0.00% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -5,467 | -100.0% | -0.21% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -2,576 | -100.0% | -0.23% | – |
| BLCN | Exit | SIREN ETF TRnsd nxgn eco etf | $0 | – | -10,125 | -100.0% | -0.23% | – |
| LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -5,050 | -100.0% | -0.24% | – |
| LIT | Exit | GLOBAL X FDSlithium btry etf | $0 | – | -3,725 | -100.0% | -0.25% | – |
| ASAN | Exit | ASANA INCcl a | $0 | – | -11,780 | -100.0% | -0.27% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -5,310 | -100.0% | -0.54% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -114,161 | -100.0% | -5.63% | – |
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.