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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 Q4 2023 · Filed October 27, 2023 · Accession 0001802244-23-000008

Total Value
$99.2M
Positions
79
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (79)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELI LILLY & COLLY65,050$34.9M35.22%
2ROYALTY PHARMA PLCRPRX433,000$11.8M11.85%
3ATLAS ENERGY SOLUTIONS INCAESI291,618$6.5M6.53%
4APPLE INCAAPL34,828$6.0M6.01%
5MICROSOFT CORPMSFT9,088$2.9M2.89%
6VANGUARD WORLD FDS92204A30620,022$2.5M2.56%
7ISHARES TR46428743225,685$2.3M2.30%
8SPDR SER TR78464A30028,111$2.0M2.05%
9META PLATFORMS INCMETA5,396$1.6M1.63%
10SCHWAB STRATEGIC TR80852479719,744$1.4M1.41%
11AMAZON COM INCAMZN8,825$1.1M1.13%
12ISHARES TR4642871923,883$907,7290.91%
13ALPS ETF TR00162Q45221,375$902,0250.91%
14ISHARES INC46428635023,575$897,5000.90%
15SCHWAB STRATEGIC TR80852430011,558$840,4980.85%
16MCDONALDS CORPMCD2,960$779,8890.79%
17EXXON MOBIL CORPXOM6,517$766,2360.77%
18SCHWAB STRATEGIC TR80852410214,571$726,3640.73%
19PEPSICO INCPEP4,269$723,4180.73%
20ELEVANCE HEALTH INCELV1,608$700,2620.71%
21SHERWIN WILLIAMS COSHW2,742$699,3470.70%
22VISA INCV2,967$682,4400.69%
23SPDR GOLD TRGLD3,330$570,9290.58%
24SPDR SER TR78468R85314,906$550,0310.55%
25SPDR S&P 500 ETF TRSPY1,249$533,9230.54%
26PFIZER INCPFE16,063$532,7990.54%
27ALPHABET INCGOOG4,060$531,2920.54%
28COCA COLA COKO9,271$519,0030.52%
29DNP SELECT INCOME FD INC23325P10453,700$511,2240.52%
30ISHARES INC46434G84812,675$503,9580.51%
31GRAINGER W W INC384802104705$487,7470.49%
32TEXAS PACIFIC LAND CORPORATITPL255$465,0080.47%
33CUMMINS INCCMI2,031$464,0330.47%
34BROADCOM INCAVGO553$459,5940.46%
35BERKSHIRE HATHAWAY INC DELBRK-A1,304$456,7910.46%
36ABBVIE INCABBV3,015$449,4500.45%
37ALTRIA GROUP INCMO10,561$444,1010.45%
38J P MORGAN EXCHANGE TRADED F46641Q3327,809$418,2580.42%
39MARATHON PETE CORPMARA2,650$401,0510.40%
40JOHNSON & JOHNSONJNJ2,556$398,0490.40%
41VANGUARD SPECIALIZED FUNDS9219088442,528$392,8010.40%
42JPMORGAN CHASE & COVYLD2,440$353,8080.36%
43WALMART INCWMT2,101$335,9530.34%
44CATERPILLAR INCCAT1,228$335,1830.34%
45NVIDIA CORPORATIONNVDA756$328,8770.33%
46VANECK ETF TRUST92189F10611,997$322,8290.33%
47LOCKHEED MARTIN CORPLMT732$299,4730.30%
48ALPHABET INCGOOG2,220$292,7070.30%
49GLOBAL X FDS37954Y87110,750$290,6800.29%
50KOSMOS ENERGY LTDKOS35,000$286,3000.29%
51UNITEDHEALTH GROUP INCUNH568$286,1320.29%
52SHELL PLCRYDAF4,365$281,0190.28%
53AMGEN INCAMGN1,041$279,7790.28%
54AMERICAN TOWER CORP NEW03027X1001,641$269,8620.27%
55J P MORGAN EXCHANGE TRADED F46641Q8375,328$267,3620.27%
56CHEVRON CORP NEWCVX1,582$266,7040.27%
57FEDEX CORPFDX1,004$265,9710.27%
58HOME DEPOT INCHD858$259,2530.26%
59DIGITAL RLTY TR INC2538681031,988$240,6050.24%
60NOVO-NORDISK A SNONOF2,622$238,4450.24%
61SERVICE CORP INTL8175651044,161$237,7600.24%
62CIBUS INCCBUS13,008$237,0060.24%
63LAM RESEARCH CORPLRCX376$235,4100.24%
64SHOPIFY INCSHOP4,160$227,0110.23%
65FIRST TR EXCHNG TRADED FD VI33740F8889,074$216,8680.22%
66FASTENAL COFAST3,940$215,2820.22%
67FIRST TR EXCHANGE-TRADED FD33733E1042,907$214,0470.22%
68GLOBAL X FDS37954Y8305,860$213,3630.22%
69PROCTER AND GAMBLE CO7427181091,460$212,9790.21%
70AT&T INCT-PC14,003$210,3270.21%
71BANK AMERICA CORP0605051047,674$210,1140.21%
72FIRST INTERNET BANCORPINBKZ11,250$182,3630.18%
73KEYCORP49326710810,950$117,8220.12%
74ADC THERAPEUTICS SAADCT92,700$83,1520.08%
75SIRIUS XM HOLDINGS INCSIRI11,000$49,7200.05%
76AMERICAN RES CORPAREC25,000$41,7500.04%
77ELUTIA INCELUT27,000$38,6100.04%
78LUMEN TECHNOLOGIES INCLUMN24,500$34,7900.04%
7923ANDME HOLDING CO90138Q10819,550$19,1140.02%