Indie Asset Partners, LLC
CIK 1802244 · Holdings on Dec 31, 2023 · First reported Jan 26, 2024
Top ten holdings
Q4 2023- LLY34.25%
- RPRX10.97%
- AESI6.60%
- AAPL6.06%
- MSFT3.07%
- SLYV2.35%
- TLT2.31%
- VDE2.13%
- META1.70%
- SLYG1.39%
Share classes counted separately70.83%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LLYWeight decreased · -0.97 pp35.22% → 34.25%Shares +77 (+0.12%)
- RPRXWeight decreased · -0.88 pp11.85% → 10.97%Shares 0 (0.00%)
- VDEWeight decreased · -0.43 pp2.56% → 2.13%Shares +134 (+0.67%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LLYELI LILLY & CO View history and evidence | $37.96M | 34.25% | 65.13K shares | 35.22% → 34.25%-0.97 pp +77 (+0.12%) | Added | ↗▾ |
| 02 | RPRXROYALTY PHARMA PLC- CL ASHS CLASS A View history and evidence | $12.16M | 10.97% | 433.00K shares | 11.85% → 10.97%-0.88 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | AESIATLAS ENERGY SOLUTIONS INCCOM NEW View history and evidence | $7.31M | 6.60% | 424.63K shares | Prior unavailable — | CUSIP change | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $6.72M | 6.06% | 34.89K shares | 6.01% → 6.06%+0.05 pp +61 (+0.18%) | Added | ↗▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $3.40M | 3.07% | 9.04K shares | 2.89% → 3.07%+0.18 pp -48 (-0.53%) | Reduced | ↗▾ |
| 06 | SLYVSS SPDR S&P 600 SC VAL ETFS&P 600 SMCP VAL View history and evidence | $2.60M | 2.35% | 31.20K shares | 2.05% → 2.35%+0.30 pp +3.09K (+10.98%) | Added | ↗▾ |
| 07 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $2.56M | 2.31% | 25.87K shares | 2.30% → 2.31%+0.01 pp +185 (+0.72%) | Added | ↗▾ |
| 08 | VDEVANGUARD ENERGY ETFENERGY ETF View history and evidence | $2.36M | 2.13% | 20.16K shares | 2.56% → 2.13%-0.43 pp +134 (+0.67%) | Added | ↗▾ |
| 09 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $1.88M | 1.70% | 5.32K shares | 1.63% → 1.70%+0.07 pp -75 (-1.39%) | Reduced | ↗▾ |
| 10 | SLYGSS SPDR S&P 600 SC GR ETFS&P 600 SMCP GRW View history and evidence | $1.54M | 1.39% | 18.41K shares | Prior unavailable +18.41K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PICK ISHARES MSCI GLOBAL METALS & | Non-derivative | -12,675 | -$503.96K | SEC filing ↗ | SEC filing ↗ |
| UCON FIRST TRUST SMITH UNCONSTRAI | Non-derivative | -9,074 | -$216.87K | SEC filing ↗ | SEC filing ↗ |
| COPX GLOBAL X COPPER MINERS ETF | Non-derivative | -5,860 | -$213.36K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1802244 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-26
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 110828781
}Research all 86 reported holdings.
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