News + Filings Holdings
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Indie Asset Partners, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| TLT | OPTION | 26,435 | 16,135 | 2,721,219,000 | 1,625,608,000 | 2.96 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| DSV | Common | 28,216 | 6,950 | 2,177,993,000 | 557,949,000 | 2.37 | |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 839 | 86 | 354,914,000 | 145,753,000 | 0.39 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VDE | Common | 20,222 | 926 | 2,282,847,000 | 78,680,000 | 2.48 | |
Hist
| 06/30/2023 |
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J P MORGAN EXCHANGE TRADED F
| JEPI | Common | 7,907 | 925 | 437,515,000 | 56,322,000 | 0.48 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 2,406 | 1 | 349,986,000 | 36,639,000 | 0.38 | |
Hist
| 06/30/2023 |
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SPDR GOLD TRUST
| GLD | GOLD SHS | 3,330 | 267 | 593,639,000 | 32,436,000 | 0.65 | |
Hist
| 06/30/2023 |
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JOHNSON & JOHNSON
| JNJ | Common | 2,538 | 1 | 420,018,000 | 26,714,000 | 0.46 | |
Hist
| 06/30/2023 |
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CATERPILLAR INC
| CAT | Common | 1,221 | 1 | 300,470,000 | 21,191,000 | 0.33 | |
Hist
| 06/30/2023 |
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PEPSICO INC
| PEP | Common | 4,260 | 25 | 789,116,000 | 17,058,000 | 0.86 | |
Hist
| 06/30/2023 |
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CUMMINS INC
| CMI | Common | 2,029 | 3 | 497,346,000 | 13,352,000 | 0.54 | 0.00 |
Hist
| 06/30/2023 |
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UNITEDHEALTH GROUP INC
| UNH | Common | 567 | 10 | 272,682,000 | 9,377,000 | 0.30 | 0.00 |
Hist
| 06/30/2023 |
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ALTRIA GROUP, INC.
| MO | Common | 10,652 | 12 | 482,542,000 | 7,792,000 | 0.52 | 0.00 |
Hist
| 06/30/2023 |
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PROCTER & GAMBLE Co
| PG | Common | 1,433 | 1 | 217,410,000 | 4,426,000 | 0.24 | 0.00 |
Hist
| 06/30/2023 |
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NEXTERA ENERGY PARTNERS, LP
| NEP | Common | 5,250 | 200 | 307,860,000 | 1,072,000 | 0.33 | 0.01 |
Hist
| 06/30/2023 |
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FIRST TR EXCHNG TRADED FD VI
| UCON | Common | 8,803 | 3 | 212,781,000 | -267,000 | 0.23 | |
Hist
| 06/30/2023 |
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Lumen Technologies, Inc.
| LUMN | Stock | 24,500 | 1,000 | 55,370,000 | -6,905,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
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COCA COLA CO
| KO | Common | 9,270 | 50 | 558,267,000 | -13,678,000 | 0.61 | |
Hist
| 06/30/2023 |
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EXXON MOBIL CORP
| XOM | Common | 6,465 | 1 | 693,392,000 | -15,399,000 | 0.75 | 0.00 |
Hist
| 06/30/2023 |
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