Indie Asset Partners

Latest statistics and disclosures from Indie Asset Partners's latest quarterly 13F-HR filing:

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Positions held by Indie Asset Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Indie Asset Partners

Indie Asset Partners holds 115 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Eli Lilly & Co. (LLY) 36.3 $46M 60k 772.00
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Apple (AAPL) 7.2 $9.1M 37k 250.42
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Microsoft Corporation (MSFT) 2.9 $3.7M -13% 8.7k 421.50
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Meta Platforms Cl A (META) 2.6 $3.4M 5.8k 585.51
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.2 $2.8M 32k 87.25
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 1.9 $2.4M +65% 32k 74.02
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NVIDIA Corporation (NVDA) 1.8 $2.3M 17k 134.29
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Vanguard World Energy Etf (VDE) 1.8 $2.3M 19k 121.31
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Amazon (AMZN) 1.6 $2.1M 9.6k 219.39
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.6 $2.0M +315% 72k 27.87
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Schwab Strategic Tr Us Dividend Eq (SCHD) 1.5 $1.9M +202% 70k 27.32
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Atlas Energy Solutions Com New (AESI) 1.4 $1.8M -4% 83k 22.18
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 1.2 $1.5M 17k 90.35
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JPMorgan Chase & Co. (JPM) 1.2 $1.5M 6.4k 239.70
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Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) 1.1 $1.5M 32k 45.23
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J P Morgan Exchange Traded F Income Etf (JPIE) 1.0 $1.3M +6% 28k 45.62
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Broadcom (AVGO) 1.0 $1.2M 5.4k 231.86
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Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.1M +2% 5.9k 189.31
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Ishares Tr Us Hlthcare Etf (IYH) 0.9 $1.1M -14% 19k 58.27
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $991k +200% 44k 22.70
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Ishares Tr Us Trsprtion (IYT) 0.8 $964k 14k 67.57
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Alps Etf Tr Alerian Mlp (AMLP) 0.7 $952k -4% 20k 48.16
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $943k -2% 1.6k 585.95
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Exxon Mobil Corporation (XOM) 0.6 $818k 7.6k 107.57
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $813k 14k 57.53
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J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.6 $763k +17% 12k 62.04
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McDonald's Corporation (MCD) 0.6 $762k -8% 2.6k 289.88
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W.W. Grainger (GWW) 0.6 $745k 707.00 1053.41
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Ishares Tr Core S&p500 Etf (IVV) 0.6 $739k +2% 1.3k 588.81
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Cummins (CMI) 0.6 $734k 2.1k 348.52
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Tesla Motors (TSLA) 0.6 $712k +7% 1.8k 403.84
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Spdr Gold Tr Gold Shs (GLD) 0.6 $704k 2.9k 242.13
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Wal-Mart Stores (WMT) 0.5 $657k -5% 7.3k 90.35
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $643k -2% 14k 44.92
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $643k 1.4k 453.28
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Coca-Cola Company (KO) 0.5 $580k 9.3k 62.26
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First Internet Bancorp (INBK) 0.4 $564k 16k 35.99
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.4 $546k +2% 9.7k 56.38
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Texas Pacific Land Corp (TPL) 0.4 $525k -5% 475.00 1105.96
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Pepsi (PEP) 0.4 $522k 3.4k 152.06
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Alphabet Cap Stk Cl C (GOOG) 0.4 $522k 2.7k 190.44
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.4 $508k +26% 21k 24.65
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $505k +28% 937.00 539.02
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $503k 15k 33.91
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $489k +4% 1.7k 289.77
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Home Depot (HD) 0.4 $487k -13% 1.3k 389.05
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Anthem (ELV) 0.4 $478k 1.3k 368.81
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Spdr Ser Tr Russell Yield (ONEY) 0.4 $470k +12% 4.3k 108.86
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Costco Wholesale Corporation (COST) 0.4 $466k 509.00 916.27
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DNP Select Income Fund (DNP) 0.4 $463k 53k 8.82
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Caterpillar (CAT) 0.3 $444k 1.2k 362.80
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Shopify Cl A (SHOP) 0.3 $422k 4.0k 106.33
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Visa Com Cl A (V) 0.3 $392k -50% 1.2k 316.05
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $378k -22% 4.3k 87.34
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Abbvie (ABBV) 0.3 $375k 2.1k 177.74
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Pfizer (PFE) 0.3 $374k -9% 14k 26.53
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $372k 14k 26.63
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Marathon Petroleum Corp (MPC) 0.3 $370k 2.7k 139.50
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Altria (MO) 0.3 $369k 7.1k 52.29
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $346k 1.8k 195.88
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UnitedHealth (UNH) 0.3 $343k 677.00 506.12
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Lockheed Martin Corporation (LMT) 0.3 $341k -7% 701.00 486.13
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Chevron Corporation (CVX) 0.3 $333k -2% 2.3k 144.83
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Service Corporation International (SCI) 0.3 $332k 4.2k 79.82
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Simon Property (SPG) 0.3 $329k 1.9k 172.20
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.3 $326k +16% 11k 30.47
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Vanguard Index Fds Large Cap Etf (VV) 0.3 $321k 1.2k 269.70
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $307k +10% 6.1k 50.37
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Automatic Data Processing (ADP) 0.2 $307k 1.0k 292.79
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Bank of America Corporation (BAC) 0.2 $303k 6.9k 43.95
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Fastenal Company (FAST) 0.2 $302k 4.2k 71.91
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Johnson & Johnson (JNJ) 0.2 $302k +3% 2.1k 144.63
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International Business Machines (IBM) 0.2 $301k 1.4k 219.89
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Delek Logistics Partners Com Unt Rp Int (DKL) 0.2 $297k 7.0k 42.26
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.2 $294k +21% 12k 25.52
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Amgen (AMGN) 0.2 $288k -2% 1.1k 260.73
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Procter & Gamble Company (PG) 0.2 $288k 1.7k 167.66
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $284k +5% 4.6k 62.31
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Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.2 $282k +8% 9.2k 30.52
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Bwx Technologies (BWXT) 0.2 $278k 2.5k 111.39
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Shell Spon Ads (SHEL) 0.2 $274k 4.4k 62.65
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $270k 672.00 401.58
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Novo-nordisk A S Adr (NVO) 0.2 $269k +4% 3.1k 86.02
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American Tower Reit (AMT) 0.2 $259k +2% 1.4k 183.41
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Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $258k 11k 23.76
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J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 0.2 $257k +3% 3.4k 75.67
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Nuscale Pwr Corp Cl A Com (SMR) 0.2 $257k -23% 14k 17.93
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Enterprise Products Partners (EPD) 0.2 $257k +4% 8.2k 31.36
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Qualcomm (QCOM) 0.2 $257k 1.7k 153.66
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Lam Research Corp Com New (LRCX) 0.2 $254k NEW 3.5k 72.23
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Comfort Systems USA (FIX) 0.2 $252k 595.00 424.06
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Linde SHS (LIN) 0.2 $250k +10% 598.00 418.79
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Norfolk Southern (NSC) 0.2 $246k 1.0k 234.66
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FedEx Corporation (FDX) 0.2 $245k 872.00 281.32
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Nextera Energy (NEE) 0.2 $242k 3.4k 71.69
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $239k +4% 2.1k 115.23
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $237k -21% 464.00 511.66
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $237k 6.8k 34.97
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $237k +15% 3.4k 70.28
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Paychex (PAYX) 0.2 $236k -25% 1.7k 140.22
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Global X Fds Global X Uranium (URA) 0.2 $235k -10% 8.8k 26.78
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Walt Disney Company (DIS) 0.2 $234k -2% 2.1k 111.36
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Black Stone Minerals Com Unit (BSM) 0.2 $229k 16k 14.60
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At&t (T) 0.2 $223k -3% 9.8k 22.77
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $221k -10% 2.5k 87.83
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First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $217k NEW 6.1k 35.65
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Cisco Systems (CSCO) 0.2 $214k NEW 3.6k 59.20
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Vanguard Index Fds Growth Etf (VUG) 0.2 $213k NEW 520.00 410.44
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Northrop Grumman Corporation (NOC) 0.2 $213k 453.00 469.29
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Lowe's Companies (LOW) 0.2 $210k 850.00 246.80
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Blackstone Group Inc Com Cl A (BX) 0.2 $207k NEW 1.2k 172.38
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J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.2 $202k 3.6k 55.42
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Key (KEY) 0.1 $188k 11k 17.14
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Medical Properties Trust (MPW) 0.0 $61k +16% 15k 3.95
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American Res Corp Cl A (AREC) 0.0 $32k 31k 1.01
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Past Filings by Indie Asset Partners

SEC 13F filings are viewable for Indie Asset Partners going back to 2019

View all past filings