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| Name: |
Indie Asset Partners LLC |
| City: |
INDIANAPOLIS |
| State: |
IN |
| Zip: |
46290 |
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data |
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| Holdings
Found :
24 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
LLY |
Eli Lilly & Co |
1 |
- |
$757.70 |
$50,552,000 |
64,980 |
44.98% |
12,588,000 |
-147 |
0.007 |
Drug Manufacturers - ... |
|
|
VDE |
Vanguard Energy VIPERS |
5 |
- |
$130.57 |
$2,645,000 |
20,081 |
2.35% |
281,000 |
-75 |
0.034 |
Closed - End Fund - E... |
|
|
FB |
Meta Platforms Inc |
6 |
- |
$468.01 |
$2,577,000 |
5,307 |
2.29% |
694,000 |
-14 |
0 |
Internet Service Prov... |
|
|
AESI |
Atlas Energy Solutions Inc. |
8 |
- |
$0.00 |
$2,196,000 |
97,086 |
1.95% |
-5,116,000 |
-327,540 |
0.17 |
N/A |
|
|
SCHD |
Schwab US Dividend Equity ETF |
9 |
- |
$79.56 |
$1,603,000 |
19,885 |
1.43% |
89,000 |
-5 |
0.007 |
N/A |
|
|
SLYG |
SPDR Dow Jones Wilshire Sma... |
11 |
- |
$86.82 |
$1,563,000 |
17,917 |
1.39% |
23,000 |
-498 |
0.07 |
Closed - End Fund - E... |
|
|
SHW |
Sherwin Williams Co |
17 |
- |
$315.87 |
$926,000 |
2,667 |
0.82% |
71,000 |
-75 |
0.001 |
General Building Mate... |
|
|
SCHB |
Schwab Strategic Trust |
18 |
- |
$60.63 |
$885,000 |
14,496 |
0.79% |
74,000 |
-75 |
0.007 |
Closed - End Fund - Debt |
|
|
MCD |
McDonalds Corp |
19 |
- |
$271.32 |
$816,000 |
2,894 |
0.73% |
-59,000 |
-57 |
0 |
Restaurants |
|
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V |
Visa Inc |
21 |
- |
$279.39 |
$790,000 |
2,830 |
0.7% |
23,000 |
-117 |
0 |
Business Services |
|
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ANTM |
Anthem Inc |
24 |
- |
$538.77 |
$746,000 |
1,438 |
0.66% |
32,000 |
-75 |
0.001 |
N/A |
|
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AVGO |
Broadcom Limited |
27 |
- |
$1,337.51 |
$660,000 |
498 |
0.59% |
42,000 |
-56 |
0 |
Semiconductor- Broad... |
|
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BRK.B |
Berkshire Hathaway B |
34 |
- |
$411.22 |
$564,000 |
1,341 |
0.5% |
84,000 |
-5 |
0 |
Property & Casualty I... |
|
|
GLD |
streetTRACKS Gold Trust |
35 |
- |
$216.26 |
$561,000 |
2,725 |
0.5% |
-4,000 |
-230 |
0.001 |
Closed - End Fund - E... |
|
|
JPM |
JP Morgan Chase & Co |
39 |
- |
$198.73 |
$467,000 |
2,331 |
0.42% |
62,000 |
-47 |
0 |
Domestic Money Center... |
|
|
VIG |
Vanguard Dividend Appreciat... |
43 |
- |
$180.96 |
$434,000 |
2,379 |
0.39% |
3,000 |
-149 |
0.001 |
Closed - End Fund - Debt |
|
|
GDX |
VanEck Vectors Gold Miners ETF |
51 |
- |
$34.07 |
$348,000 |
10,998 |
0.31% |
-24,000 |
-1,000 |
0.003 |
Closed - End Fund - E... |
|
|
HD |
Home Depot Inc |
55 |
- |
$340.96 |
$315,000 |
822 |
0.28% |
18,000 |
-36 |
0 |
Home Improvement Stores |
|
|
SHOP |
Shopify Inc |
58 |
- |
$58.78 |
$305,000 |
3,955 |
0.27% |
-5,000 |
-25 |
0 |
N/A |
|
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FDX |
Fedex Corp |
65 |
- |
$266.89 |
$282,000 |
973 |
0.25% |
23,000 |
-52 |
0 |
AirDelivery & Freight... |
|
|
JPST |
Jp Morgan Ultra Short Incom... |
66 |
- |
$0.00 |
$279,000 |
5,525 |
0.25% |
-5,000 |
-121 |
0.001 |
N/A |
|
|
VEGI |
Ishares Msci Global Agricul... |
68 |
- |
$38.08 |
$267,000 |
6,925 |
0.24% |
-66,000 |
-1,800 |
0.069 |
N/A |
|
|
T |
AT&T Corp |
79 |
- |
$17.26 |
$204,000 |
11,569 |
0.18% |
-23,000 |
-1,956 |
0 |
Long Distance Carriers |
|
|
KOS |
Kosmos Energy Ltd. |
81 |
- |
$0.00 |
$128,000 |
21,410 |
0.11% |
-100,000 |
-12,500 |
0.005 |
Independent Oil & Gas |
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