$85.6 Million is the total value of Indie Asset Partners, LLC's 85 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,443 | -100.0% | -0.22% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -4,150 | -100.0% | -0.24% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -894 | -100.0% | -0.24% | – |
| EEMV | Exit | ISHARES INCmsci emerg mrkt | $0 | – | -4,275 | -100.0% | -0.25% | – |
| ARCC | Exit | ARES CAPITAL CORP | $0 | – | -12,495 | -100.0% | -0.25% | – |
| ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -2,655 | -100.0% | -0.37% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -4,435 | -100.0% | -0.53% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -12,100 | -100.0% | -0.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-11
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.