$91.9 Million is the total value of Indie Asset Partners, LLC's 82 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -1,038 | -100.0% | -0.24% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -1,585 | -100.0% | -0.24% | – |
| TGT | Exit | TARGET CORP | $0 | – | -1,291 | -100.0% | -0.25% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -2,977 | -100.0% | -0.26% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,264 | -100.0% | -0.30% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -1,510 | -100.0% | -0.37% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -3,185 | -100.0% | -0.39% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -14,146 | -100.0% | -0.58% | – |
| SLY | Exit | SPDR SER TRs&p 600 sml cap | $0 | – | -8,722 | -100.0% | -0.86% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-07
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.