Indie Asset Partners, LLC

Q4 2024 13F Holdings

  • Location
    carmel, IN
  • Num holdings

    115

  • Value ($000)

    $127,319

  • Date Filed
    02/03/2025
  • Form type
    13F-HR
  • CIK
    0001802244
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
LLY
LLY

ELI LILLY & CO

COM
$46.18M
36 %

59,825

AAPL
AAPL

APPLE INC

COM
$9.13M
7 %

36,465

MSFT
MSFT

MICROSOFT CORP

COM
$3.66M
3 %

8,686

META
META

META PLATFORMS INC

CL A
$3.37M
3 %

5,757

---

SPDR SER TR

S&P 600 SMCP VAL
$2.75M
2 %

31,527

GBTC
GBTC

GRAYSCALE BITCOIN TRUST ETF

SHS REP COM UT
$2.38M
2 %

32,190

NVDA
NVDA

NVIDIA CORPORATION

COM
$2.31M
2 %

17,238

---

VANGUARD WORLD FD

ENERGY ETF
$2.27M
2 %

18,726

AMZN
AMZN

AMAZON COM INC

COM
$2.10M
2 %

9,556

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$2.01M
2 %

72,251

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