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Indie Asset Partners, LLC Top Holdings and 13F Report (2025)

About Indie Asset Partners, LLC

Investment Activity

  • Indie Asset Partners, LLC has $127.32 million in total holdings as of December 31, 2024.
  • Indie Asset Partners, LLC owns shares of 115 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
  • Approximately 5.07% of the portfolio was purchased this quarter.
  • About 3.17% of the portfolio was sold this quarter.
  • This quarter, Indie Asset Partners, LLC has purchased 116 new stocks and bought additional shares in 52 stocks.
  • Indie Asset Partners, LLC sold shares of 40 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Apple
$9,131,562
Microsoft
$3,661,112
Meta Platforms
$3,370,760

Largest New Holdings this Quarter

LAM RESEARCH CORP
$253,672 Holding
Cisco Systems
$213,482 Holding
Vanguard Growth ETF
$213,429 Holding
Blackstone
$207,200 Holding

Largest Purchases this Quarter

Schwab U.S. Large-Cap Growth ETF
54,862 shares (about $1.53M)
Schwab US Dividend Equity ETF
46,939 shares (about $1.28M)
GRAYSCALE BITCOIN TRUST ETF
12,696 shares (about $939.76K)
Schwab US Broad Market ETF
29,092 shares (about $660.39K)
LAM RESEARCH CORP
3,512 shares (about $253.67K)

Largest Sales this Quarter

Eli Lilly and Company
880 shares (about $679.36K)
Microsoft
1,326 shares (about $558.90K)
Visa
1,265 shares (about $399.80K)
iShares U.S. Healthcare ETF
3,275 shares (about $190.83K)
iShares 20+ Year Treasury Bond ETF
1,241 shares (about $108.39K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIndie Asset Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$46,184,810$679,359 -1.4%59,82536.3%Medical
Apple Inc. stock logo
AAPL
Apple
$9,131,562$103,924 -1.1%36,4657.2%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$3,661,112$558,903 -13.2%8,6862.9%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,370,760$7,026 -0.2%5,7572.6%Computer and Technology
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$2,750,731$36,820 -1.3%31,5272.2%ETF
GRAYSCALE BITCOIN TRUST ETF
$2,382,704$939,758 65.1%32,1901.9%SHS REP COM UT
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,314,827$12,623 -0.5%17,2381.8%Computer and Technology
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$2,271,702$46,099 -2.0%18,7261.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,096,491$7,679 -0.4%9,5561.6%Retail/Wholesale
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$2,013,640$1,529,007 315.5%72,2511.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,915,163$1,282,376 202.7%70,1011.5%ETF
ATLAS ENERGY SOLUTIONS INC
$1,836,193$92,136 -4.8%82,7861.4%COM NEW
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$1,528,632$16,986 -1.1%16,9191.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,523,082$719 0.0%6,3541.2%Finance
IGPT
Invesco AI and Next Gen Software ETF
$1,452,109$2,578 0.2%32,1051.1%ETF
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$1,281,247$80,383 6.7%28,0851.0%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,240,434$1,623 0.1%5,3501.0%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,119,040$25,747 2.4%5,9110.9%Computer and Technology
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$1,106,547$190,834 -14.7%18,9900.9%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$990,583$660,389 200.0%43,6380.8%ETF
iShares U.S. Transportation ETF stock logo
IYT
iShares U.S. Transportation ETF
$963,683$4,730 -0.5%14,2620.8%ETF
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$952,364$48,160 -4.8%19,7750.7%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$943,375$25,782 -2.7%1,6100.7%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$817,668$3,012 0.4%7,6010.6%Oils/Energy
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$812,812$15,534 1.9%14,1280.6%ETF
J P MORGAN EXCHANGE TRADED F
$762,610$116,079 18.0%12,2920.6%HEDGED EQUITY LA
McDonald's Co. stock logo
MCD
McDonald's
$761,520$71,311 -8.6%2,6270.6%Retail/Wholesale
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$744,763$1,053 0.1%7070.6%Industrial Products
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$738,955$17,664 2.4%1,2550.6%ETF
Cummins Inc. stock logo
CMI
Cummins
$733,989$349 0.0%2,1060.6%Auto/Tires/Trucks
Tesla, Inc. stock logo
TSLA
Tesla
$711,970$50,884 7.7%1,7630.6%Auto/Tires/Trucks
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$704,356$2,906 0.4%2,9090.6%Finance
Walmart Inc. stock logo
WMT
Walmart
$657,398$36,773 -5.3%7,2760.5%Retail/Wholesale
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$642,910$13,701 -2.1%14,3120.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$642,751$11,332 1.8%1,4180.5%Finance
The Coca-Cola Company stock logo
KO
Coca-Cola
$579,604$5,106 -0.9%9,3090.5%Consumer Staples
First Internet Bancorp stock logo
INBK
First Internet Bancorp
$563,5670.0%15,6590.4%Finance
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$545,941$13,926 2.6%9,6830.4%ETF
Texas Pacific Land Co. stock logo
TPL
Texas Pacific Land
$525,331$27,649 -5.0%4750.4%Oils/Energy
PepsiCo, Inc. stock logo
PEP
PepsiCo
$522,0260.0%3,4330.4%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$521,614$3,047 0.6%2,7390.4%Computer and Technology
First Trust TCW Unconstrained Plus Bond ETF stock logo
UCON
First Trust TCW Unconstrained Plus Bond ETF
$507,863$105,305 26.2%20,6030.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$505,066$112,656 28.7%9370.4%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$503,360$4,612 0.9%14,8440.4%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$488,847$22,892 4.9%1,6870.4%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$487,093$77,032 -13.7%1,2520.4%Retail/Wholesale
Elevance Health, Inc. stock logo
ELV
Elevance Health
$477,606$738 -0.2%1,2950.4%Medical
SPDR Russell 1000 Yield Focus ETF stock logo
ONEY
SPDR Russell 1000 Yield Focus ETF
$470,287$51,601 12.3%4,3200.4%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$466,3810.0%5090.4%Retail/Wholesale
DNP Select Income Fund Inc. stock logo
DNP
DNP Select Income Fund
$462,6090.0%52,4500.4%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$443,705$726 0.2%1,2230.3%Industrial Products
Shopify Inc. stock logo
SHOP
Shopify
$422,130$1,063 -0.3%3,9700.3%Computer and Technology
Visa Inc. stock logo
V
Visa
$392,217$399,802 -50.5%1,2410.3%Business Services
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$377,828$108,388 -22.3%4,3260.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$374,494$1,422 0.4%2,1070.3%Medical
Pfizer Inc. stock logo
PFE
Pfizer
$374,102$41,361 -10.0%14,1010.3%Medical
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$372,074$666 -0.2%13,9720.3%ETF
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$369,6750.0%2,6500.3%Oils/Energy
Altria Group, Inc. stock logo
MO
Altria Group
$369,225$418 0.1%7,0610.3%Consumer Staples
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$346,324$4,701 -1.3%1,7680.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$342,641$506 0.1%6770.3%Medical
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$340,779$29,168 -7.9%7010.3%Aerospace
Chevron Co. stock logo
CVX
Chevron
$333,098$9,414 -2.7%2,3000.3%Oils/Energy
Service Co. International stock logo
SCI
Service Co. International
$332,1310.0%4,1610.3%Consumer Staples
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$328,558$1,550 0.5%1,9080.3%Finance
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$326,334$46,924 16.8%10,7100.3%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$321,213$1,079 0.3%1,1910.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$307,065$29,618 10.7%6,0960.2%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$306,8450.0%1,0480.2%Business Services
Bank of America Co. stock logo
BAC
Bank of America
$302,888$1,494 -0.5%6,8920.2%Finance
Fastenal stock logo
FAST
Fastenal
$301,886$647 0.2%4,1980.2%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$301,562$11,426 3.9%2,0850.2%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$300,584$4,618 -1.5%1,3670.2%Computer and Technology
Delek Logistics Partners, LP stock logo
DKL
Delek Logistics Partners
$296,750$549 0.2%7,0220.2%Oils/Energy
FT Vest Laddered Deep Buffer ETF stock logo
BUFD
FT Vest Laddered Deep Buffer ETF
$293,480$51,040 21.1%11,5000.2%ETF
Amgen Inc. stock logo
AMGN
Amgen
$288,103$6,518 -2.2%1,1050.2%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$287,866$168 0.1%1,7170.2%Consumer Staples
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$283,718$14,021 5.2%4,5530.2%ETF
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$282,294$21,487 8.2%9,2490.2%ETF
BWX Technologies, Inc. stock logo
BWXT
BWX Technologies
$277,907$446 0.2%2,4950.2%Computer and Technology
Shell plc stock logo
SHEL
Shell
$273,4670.0%4,3650.2%Oils/Energy
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$269,8620.0%6720.2%ETF
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$269,071$10,839 4.2%3,1280.2%Medical
American Tower Co. stock logo
AMT
American Tower
$258,792$6,419 2.5%1,4110.2%Finance
SPROTT PHYSICAL GOLD & SILVE
$258,3190.0%10,8720.2%TR UNIT
J P MORGAN EXCHANGE TRADED F
$257,354$7,945 3.2%3,4010.2%U S TECH LEADERS
NuScale Power Co. stock logo
SMR
NuScale Power
$257,296$79,789 -23.7%14,3500.2%Computer and Technology
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$256,913$10,349 4.2%8,1920.2%Oils/Energy
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$256,618$461 0.2%1,6700.2%Computer and Technology
LAM RESEARCH CORP
$253,672$253,672 New Holding3,5120.2%COM NEW
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$252,3160.0%5950.2%Construction
LINDE PLC
$250,436$23,452 10.3%5980.2%SHS
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$245,9190.0%1,0480.2%Transportation
FedEx Co. stock logo
FDX
FedEx
$245,311$844 0.3%8720.2%Transportation
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$241,451$2,079 0.9%3,3680.2%Utilities
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$238,761$9,219 4.0%2,0720.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$237,412$64,981 -21.5%4640.2%Finance
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$237,4110.0%6,7890.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$237,265$31,134 15.1%3,3760.2%ETF
Paychex, Inc. stock logo
PAYX
Paychex
$236,276$79,086 -25.1%1,6850.2%Business Services

Showing largest 100 holdings. View all holdings.
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