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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 Q1 2024 · Filed May 10, 2024 · Accession 0001802244-24-000004

Total Value
$112.4M
Positions
86
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (86)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELI LILLY & COLLY64,980$50.6M44.99%
2APPLE INCAAPL36,232$6.2M5.53%
3MICROSOFT CORPMSFT9,213$3.9M3.45%
4SPDR SER TR78464A30033,229$2.8M2.45%
5VANGUARD WORLD FD92204A30620,081$2.6M2.35%
6META PLATFORMS INCMETA5,307$2.6M2.29%
7ISHARES TR46428743226,840$2.5M2.26%
8ATLAS ENERGY SOLUTIONS INCAESI97,086$2.2M1.95%
9SCHWAB STRATEGIC TR80852479719,885$1.6M1.43%
10AMAZON COM INCAMZN8,885$1.6M1.43%
11SPDR SER TR78464A20117,917$1.6M1.39%
12ISHARES TR46428776221,475$1.3M1.18%
13GRAYSCALE BITCOIN TR BTCGBTC20,019$1.3M1.13%
14SCHWAB STRATEGIC TR80852430012,475$1.2M1.03%
15ISHARES TR46428719215,032$1.1M0.94%
16ALPS ETF TR00162Q45220,775$985,9820.88%
17SHERWIN WILLIAMS COSHW2,667$926,3290.82%
18SCHWAB STRATEGIC TR80852410214,496$884,9810.79%
19MCDONALDS CORPMCD2,894$816,0820.73%
20NVIDIA CORPORATIONNVDA894$807,8620.72%
21VISA INCV2,830$789,7960.70%
22EXXON MOBIL CORPXOM6,785$788,6900.70%
23PEPSICO INCPEP4,326$757,1210.67%
24ELEVANCE HEALTH INCELV1,438$745,8710.66%
25SPDR S&P 500 ETF TRSPY1,374$718,7270.64%
26GRAINGER W W INC384802104705$717,5710.64%
27BROADCOM INCAVGO498$659,5970.59%
28ALPHABET INCGOOG4,285$646,7350.58%
29SPDR SER TR78468R85314,698$632,6020.56%
30J P MORGAN EXCHANGE TRADED F46641Q15913,753$626,5730.56%
31J P MORGAN EXCHANGE TRADED F46641Q33210,299$595,9110.53%
32CUMMINS INCCMI2,009$592,0830.53%
33COCA COLA COKO9,446$577,9210.51%
34BERKSHIRE HATHAWAY INC DELBRK-A1,341$563,9170.50%
35SPDR GOLD TRGLD2,725$560,5870.50%
36ABBVIE INCABBV3,036$552,9210.49%
37MARATHON PETE CORPMARA2,656$535,1840.48%
38DNP SELECT INCOME FD INC23325P10454,112$490,7960.44%
39JPMORGAN CHASE & COVYLD2,331$466,8550.42%
40PFIZER INCPFE16,368$454,2230.40%
41CATERPILLAR INCCAT1,234$452,3420.40%
42TEXAS PACIFIC LAND CORPORATITPL765$442,5600.39%
43VANGUARD SPECIALIZED FUNDS9219088442,379$434,3470.39%
44JOHNSON & JOHNSONJNJ2,578$407,8160.36%
45WALMART INCWMT6,769$407,2680.36%
46ALTRIA GROUP INCMO9,134$398,4400.35%
47FIRST INTERNET BANCORPINBKZ11,250$390,8250.35%
48LAM RESEARCH CORPLRCX379$368,0650.33%
49CHEVRON CORP NEWCVX2,264$357,1930.32%
50ALPHABET INCGOOG2,321$353,3950.31%
51VANECK ETF TRUST92189F10610,998$347,7610.31%
52LOCKHEED MARTIN CORPLMT736$334,9110.30%
53INVESCO QQQ TRIVZ744$330,2120.29%
54TESLA INCTSLA1,857$326,4420.29%
55HOME DEPOT INCHD822$315,3190.28%
56GLOBAL X FDS37954Y87110,762$310,2560.28%
57SERVICE CORP INTL8175651044,161$308,7880.27%
58SHOPIFY INCSHOP3,955$305,2070.27%
59FASTENAL COFAST3,940$303,9320.27%
60AMGEN INCAMGN1,047$297,6830.26%
61NOVO-NORDISK A SNONOF2,302$295,5770.26%
62SHELL PLCRYDAF4,365$292,6300.26%
63INVESCO EXCHANGE TRADED FD TIVZ6,438$291,2550.26%
64UNITEDHEALTH GROUP INCUNH574$283,8790.25%
65FEDEX CORPFDX973$281,7770.25%
66J P MORGAN EXCHANGE TRADED F46641Q8375,525$278,7460.25%
67QUALCOMM INCQCOM1,592$269,5700.24%
68ISHARES INC4642863506,925$266,6130.24%
69BANK AMERICA CORP0605051046,908$261,9510.23%
70PROCTER AND GAMBLE CO7427181091,491$241,9020.22%
71FIRST TR EXCHANGE-TRADED FD33733E1042,814$241,0480.21%
72DISNEY WALT CO2546871061,951$238,7690.21%
73INTERNATIONAL BUSINESS MACHSINTR1,209$230,7990.21%
74VANGUARD INDEX FDS922908769887$230,5020.21%
75NORFOLK SOUTHN CORP655844108900$229,4380.20%
76SIMON PPTY GROUP INC NEW8288061091,462$228,7880.20%
77BWX TECHNOLOGIES INCBWXT2,228$228,6690.20%
78ISHARES TR464287614628$211,6670.19%
79AT&T INCT-PC11,569$203,6130.18%
80KEYCORP49326710810,950$173,1200.15%
81KOSMOS ENERGY LTDKOS21,410$127,6040.11%
82NUSCALE PWR CORPNU16,400$87,0840.08%
83MEDICAL PPTYS TRUST INC58463J30412,531$58,8960.05%
84SIRIUS XM HOLDINGS INCSIRI11,000$42,6800.04%
85AMERICAN RES CORPAREC25,000$35,2500.03%
8623ANDME HOLDING CO90138Q10832,550$17,3170.02%