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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Indie Asset Partners, LLC

Quarter ended Q2 2023 · Filed May 11, 2023 · Accession 0001802244-23-000004

Total Value
$85.6M
Positions
85
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (85)

#IssuerTicker / CUSIPSharesValue% of Filing
1LILLY ELI & COLLY65,389$22.5M26.23%
2ROYALTY PHARMA PLCRPRX433,000$15.6M18.22%
3APPLE INCAAPL35,663$5.9M6.87%
4SCHWAB STRATEGIC TR80852479731,797$2.3M2.72%
5VANGUARD WORLD FDS92204A30619,296$2.2M2.57%
6MICROSOFT CORPMSFT5,763$1.7M1.94%
7SPDR SER TR78464A30021,266$1.6M1.89%
8AMAZON COM INCAMZN14,490$1.5M1.75%
9META PLATFORMS INCMETA5,531$1.2M1.37%
10ISHARES TR4642871925,106$1.2M1.36%
11ISHARES TR46428743210,300$1.1M1.28%
12ISHARES INC46428635025,075$1.1M1.23%
13ALPS ETF TR00162Q45222,825$882,1861.03%
14FIRST TR EXCHANGE-TRADED FD33733E10411,785$859,5981.00%
15MCDONALDS CORPMCD3,012$842,0640.98%
16SCHWAB STRATEGIC TR80852430012,648$824,2700.96%
17PEPSICO INCPEP4,235$772,0580.90%
18SCHWAB STRATEGIC TR80852410215,930$762,2670.89%
19ELEVANCE HEALTH INCELV1,608$739,4110.86%
20SPDR SER TR78464A8138,722$732,9100.86%
21EXXON MOBIL CORPXOM6,464$708,7910.83%
22DNP SELECT INCOME FD INC23325P10461,200$674,4240.79%
23VISA INCV2,967$668,9400.78%
24PFIZER INCPFE16,063$655,3570.77%
25SHERWIN WILLIAMS COSHW2,742$616,3190.72%
26COCA COLA COKO9,220$571,9450.67%
27SPDR GOLD TRGLD3,063$561,2030.66%
28ISHARES INC46434G84812,725$543,6120.64%
29SPDR S&P 500 ETF TRSPY1,242$508,4620.59%
30SCHWAB STRATEGIC TR80852480514,146$492,2760.58%
31ABBVIE INCABBV3,086$491,8590.57%
32GRAINGER W W INC384802104705$485,6110.57%
33CUMMINS INCCMI2,026$483,9940.57%
34ALTRIA GROUP INCMO10,640$474,7500.55%
35NORTHROP GRUMMAN CORPNOC965$445,5600.52%
36TEXAS PACIFIC LAND CORPORATITPL255$433,7600.51%
37ALPHABET INCGOOG4,160$431,5170.50%
38AMERICAN TOWER CORP NEW03027X1002,041$417,0580.49%
39BERKSHIRE HATHAWAY INC DELBRK-A1,304$402,6360.47%
40JOHNSON & JOHNSONJNJ2,537$393,3040.46%
41VANGUARD SPECIALIZED FUNDS9219088442,528$389,3370.45%
42BROADCOM INCAVGO598$383,8520.45%
43J P MORGAN EXCHANGE TRADED F46641Q3326,982$381,1930.45%
44MARATHON PETE CORPMARA2,650$357,3000.42%
45WALMART INCWMT2,345$345,7700.40%
46LOCKHEED MARTIN CORPLMT730$345,0930.40%
47INTERCONTINENTAL EXCHANGE IN45866F1043,185$332,1640.39%
48VANGUARD INDEX FDS9229086291,510$318,4890.37%
49JPMORGAN CHASE & COVYLD2,405$313,3470.37%
50NEXTERA ENERGY PARTNERS LPNEE-PW5,050$306,7880.36%
51SERVICE CORP INTL8175651044,319$297,0610.35%
52J P MORGAN EXCHANGE TRADED F46641Q8375,800$291,8560.34%
53AT&T INCT-PC14,945$287,6970.34%
54CATERPILLAR INCCAT1,220$279,2790.33%
55CROWN CASTLE INCCCI2,010$269,0180.31%
56LEGG MASON ETF INVT5246821017,032$265,0470.31%
57UNITEDHEALTH GROUP INCUNH557$263,3050.31%
58KOSMOS ENERGY LTDKOS35,000$260,4000.30%
59VANGUARD INDEX FDS9229087691,264$257,9390.30%
60FEDEX CORPFDX1,112$254,0820.30%
61AMGEN INCAMGN1,048$253,3540.30%
62HOME DEPOT INCHD858$253,2130.30%
63ALPHABET INCGOOG2,420$251,6800.29%
64SHELL PLCRYDAF4,365$251,1620.29%
65CHEVRON CORP NEWCVX1,518$247,6180.29%
66GLOBAL X FDS37954Y8305,860$226,8410.26%
67CVS HEALTH CORPCVS2,977$221,2070.26%
68GLOBAL X FDS37954Y87111,000$219,2300.26%
69BANK AMERICA CORP0605051047,606$217,5320.25%
70TARGET CORPTGT1,291$213,7480.25%
71FIRST TR EXCHNG TRADED FD VI33740F8888,800$213,0480.25%
72PROCTER AND GAMBLE CO7427181091,432$212,9840.25%
73FASTENAL COFAST3,940$212,5240.25%
74NVIDIA CORPORATIONNVDA753$209,1610.24%
75NOVO-NORDISK A SNONOF1,311$208,6330.24%
76SHOPIFY INCSHOP4,260$204,2240.24%
77DIGITAL RLTY TR INC2538681032,065$203,0360.24%
78QUALCOMM INCQCOM1,585$202,2740.24%
79UNITED PARCEL SERVICE INCUPS1,038$201,3190.24%
80FIRST INTERNET BANCORPINBKZ11,250$187,3130.22%
81ADC THERAPEUTICS SAADCT93,839$182,9860.21%
82LUMEN TECHNOLOGIES INCLUMN23,500$62,2750.07%
8323ANDME HOLDING CO90138Q10825,850$58,9380.07%
84SIRIUS XM HOLDINGS INCSIRI11,000$43,6700.05%
85AZIYO BIOLOGICS INCELUT26,500$40,0150.05%