Indie Asset Partners, LLC New Holdings in Q3 2024

Indie Asset Partners, LLC

  • $129 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHE
Schwab Strategic Tr Us Emergin

ETFs
14K
New
$25.45 - $29.53 $356K - $413K
14K $408K
AMT
American Tower Corp

Real Estate
1.38K
New
$192.27 - $242.73 $265K - $334K
1.38K $319K
VV
Vanguard Large Cap ETF

ETFs
1.19K
New
$236.92 - $263.4 $281K - $313K
1.19K $312K
DKL
Delek Logistics Partners, LP

Energy
7.01K
New
$37.98 - $44.03 $266K - $309K
7.01K $306K
PAYX
Paychex Inc

Industrials
2.25K
New
$116.17 - $135.19 $261K - $304K
2.25K $301K
ADP
Automatic Data Processing Inc

Industrials
1.05K
New
$233.44 - $279.45 $245K - $293K
1.05K $290K
NEE
Nextera Energy Inc

Utilities
3.34K
New
$69.9 - $84.97 $233K - $284K
3.34K $282K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.33K
New
$57.32 - $62.65 $248K - $271K
4.33K $269K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
10.9K
New
$21.72 - $25.05 $236K - $272K
10.9K $266K
NSC
Norfolk Southern Corp

Industrials
1.05K
New
$213.75 - $259.69 $224K - $272K
1.05K $260K
BSM
Black Stone Minerals, L.P.

Energy
15.5K
New
$14.05 - $15.85 $218K - $246K
15.5K $234K
FIX
Comfort Systems Usa Inc

Industrials
595
New
$292.14 - $396.82 $174K - $236K
595 $232K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.99K
New
$105.53 - $118.34 $210K - $236K
1.99K $232K
EPD
Enterprise Products Partners L.P.

Energy
7.86K
New
$27.88 - $30.0 $219K - $236K
7.86K $228K
IEFA
Ishares Tr

ETFs
2.93K
New
$70.09 - $78.74 $206K - $231K
2.93K $228K
GE
General Electric CO

Industrials
1.1K
New
$156.66 - $189.66 $172K - $208K
1.1K $206K
Grayscale Bitcoin Mini Tr Bt
19.2K
New
N/A
19.2K $0
Activity Summary
Buys All Purchases 61 New Holdings 18 Increased Positions 43 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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