Indie Asset Partners, LLC Incresed Positions in Q4 2024

Indie Asset Partners, LLC

  • $122 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
12.7K
+ 65.13%
$47.29 - $84.74 $600K - $1.08M
32.2K $2.4M
AVGO
Broadcom Inc.

Technology
7
+ 0.13%
$159.67 - $250.0 $1.12K - $1.75K
5.35K $1.24M
TSLA
Tesla, Inc.

Consumer Cyclical
126
+ 7.7%
$213.65 - $479.86 $26.9K - $60.5K
1.76K $711K
SCHG
Schwab Strategic Tr Us Large C

ETFs
54.9K
+ 315.5%
$25.93 - $105.3 $1.42M - $5.78M
72.3K $2.01M
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.05%
$205.18 - $250.29 $616 - $751
6.35K $1.52M
GOOGL
Alphabet Inc.

Communication Services
136
+ 2.35%
$161.86 - $196.66 $22K - $26.7K
5.91K $1.12M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
209
+ 28.71%
$521.84 - $558.82 $109K - $117K
937 $504K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
4.27K
+ 26.16%
$24.55 - $25.16 $105K - $107K
20.6K $507K
GOOG
Alphabet Inc.

Communication Services
16
+ 0.59%
$163.08 - $198.16 $2.61K - $3.17K
2.74K $521K
JPIE
J P Morgan Exchange Traded Fd
1.76K
+ 6.69%
$45.59 - $46.25 $80.3K - $81.5K
28.1K $1.28M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.54K
+ 16.79%
$29.73 - $30.81 $45.8K - $47.4K
10.7K $326K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
474
+ 12.32%
$108.28 - $117.54 $51.3K - $55.7K
4.32K $470K
VTI
Vanguard Total Stock Market Et

ETFs
79
+ 4.91%
$280.04 - $302.45 $22.1K - $23.9K
1.69K $488K
IVV
Ishares Core S&P 500 ETF

ETFs
30
+ 2.45%
$570.51 - $610.59 $17.1K - $18.3K
1.26K $738K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
588
+ 10.68%
$50.37 - $50.6 $29.6K - $29.8K
6.1K $307K
EPD
Enterprise Products Partners L.P.

Energy
330
+ 4.2%
$28.66 - $34.43 $9.46K - $11.4K
8.19K $256K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
247
+ 2.62%
$53.94 - $58.15 $13.3K - $14.4K
9.68K $545K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
29.1K
+ 200.0%
$22.01 - $66.82 $640K - $1.94M
43.6K $990K
LVHI
Franklin International Low Vol

ETFs
704
+ 8.24%
$29.98 - $31.57 $21.1K - $22.2K
9.25K $282K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
225
+ 5.2%
$61.68 - $67.87 $13.9K - $15.3K
4.55K $283K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.14%
$1023.06 - $1220.93 $1.02K - $1.22K
707 $745K
MO
Altria Group, Inc.

Consumer Defensive
8
+ 0.11%
$49.06 - $57.74 $392 - $462
7.06K $369K
IEFA
Ishares Tr

ETFs
443
+ 15.1%
$70.06 - $77.43 $31K - $34.3K
3.38K $237K
VV
Vanguard Large Cap ETF

ETFs
4
+ 0.34%
$260.27 - $280.65 $1.04K - $1.12K
1.19K $321K
SPG
Simon Property Group Inc

Real Estate
9
+ 0.47%
$167.23 - $183.84 $1.51K - $1.65K
1.91K $328K
FDX
Fedex Corp

Industrials
3
+ 0.35%
$260.5 - $305.15 $782 - $915
872 $245K
BWXT
Bwx Technologies, Inc.

Industrials
4
+ 0.16%
$111.39 - $133.28 $446 - $533
2.5K $277K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
80
+ 4.02%
$113.92 - $127.38 $9.11K - $10.2K
2.07K $238K
FAST
Fastenal CO

Industrials
9
+ 0.21%
$69.99 - $84.35 $630 - $759
4.2K $301K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
25
+ 1.79%
$442.29 - $483.08 $11.1K - $12.1K
1.42K $642K
GLD
Spdr Gold Trust

ETFs
12
+ 0.41%
$236.59 - $257.5 $2.84K - $3.09K
2.91K $704K
Linde PLC
56
+ 10.33%
N/A
598 $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
57
+ 0.18%
N/A
32.1K $0
J P Morgan Exchange Traded F
105
+ 3.19%
N/A
3.4K $0
J P Morgan Exchange Traded F
1.87K
+ 17.95%
N/A
12.3K $0
BSM
Black Stone Minerals, L.P.

Energy
200
+ 1.29%
$13.86 - $15.57 $2.77K - $3.11K
15.7K $229K
DKL
Delek Logistics Partners, LP

Energy
13
+ 0.19%
$38.06 - $44.95 $495 - $584
7.02K $296K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.06%
$161.05 - $179.7 $161 - $180
1.72K $287K
JEPI
J P Morgan Exchange Traded Fd

ETFs
270
+ 1.95%
$57.53 - $60.83 $15.5K - $16.4K
14.1K $812K
MPW
Medical Properties Trust Inc

Real Estate
2.2K
+ 16.72%
$3.72 - $5.77 $8.2K - $12.7K
15.4K $60K
JNJ
Johnson & Johnson

Healthcare
79
+ 3.94%
$143.34 - $165.86 $11.3K - $13.1K
2.09K $301K
QCOM
Qualcomm Inc

Technology
3
+ 0.18%
$150.4 - $178.04 $451 - $534
1.67K $256K
CAT
Caterpillar Inc

Industrials
2
+ 0.16%
$360.37 - $416.88 $721 - $834
1.22K $443K
ABBV
Abb Vie Inc.

Healthcare
8
+ 0.38%
$164.99 - $203.87 $1.32K - $1.63K
2.11K $374K
NEE
Nextera Energy Inc

Utilities
29
+ 0.87%
$69.77 - $85.43 $2.02K - $2.48K
3.37K $241K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
46.9K
+ 202.66%
$26.93 - $84.95 $1.26M - $3.99M
70.1K $1.92M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.15%
$485.52 - $625.25 $486 - $625
677 $342K
AMT
American Tower Corp

Real Estate
35
+ 2.54%
$179.4 - $232.01 $6.28K - $8.12K
1.41K $258K
XOM
Exxon Mobil Corp

Energy
28
+ 0.37%
$105.51 - $125.37 $2.95K - $3.51K
7.6K $817K
Activity Summary
Buys All Purchases 57 New Holdings 5 Increased Positions 52 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Indie Asset Partners, LLC Portfolio

Follow Indie Asset Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Indie Asset Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Indie Asset Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email