Indie Asset Partners
Latest statistics and disclosures from Indie Asset Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LLY, AAPL, MSFT, META, SLYV, and represent 51.13% of Indie Asset Partners's stock portfolio.
- Added to shares of these 10 stocks: SCHG, SCHD, GBTC, SCHB, LRCX, EMLP, CSCO, VUG, BX, HELO.
- Started 5 new stock positions in CSCO, EMLP, LRCX, BX, VUG.
- Reduced shares in these 10 stocks: LLY, MSFT, V, SHW, Lam Research Corporation, GE, IYH, TLT, Grayscale Bitcoin Mini Trust BTC, AAPL.
- Sold out of its positions in GE, Grayscale Bitcoin Mini Trust BTC, KOS, Lam Research Corporation, SHW, 23andme Holding.
- Indie Asset Partners was a net buyer of stock by $2.4M.
- Indie Asset Partners has $127M in assets under management (AUM), dropping by -4.64%.
- Central Index Key (CIK): 0001802244
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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 | |
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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
- Indie Asset Partners 2024 Q4 filed Feb. 3, 2025
- Indie Asset Partners 2024 Q3 filed Oct. 29, 2024
- Indie Asset Partners 2024 Q2 filed Aug. 5, 2024
- Indie Asset Partners 2024 Q1 filed May 10, 2024
- Indie Asset Partners 2023 Q4 filed Jan. 26, 2024
- Indie Asset Partners 2023 Q3 filed Oct. 27, 2023
- Indie Asset Partners 2023 Q2 filed Aug. 7, 2023
- Indie Asset Partners 2023 Q1 filed May 11, 2023
- Indie Asset Partners 2022 Q4 filed Feb. 1, 2023
- Indie Asset Partners 2022 Q3 filed Oct. 25, 2022
- Indie Asset Partners 2022 Q2 filed Aug. 12, 2022
- Indie Asset Partners 2022 Q1 filed May 10, 2022
- Indie Asset Partners 2021 Q4 filed Feb. 11, 2022
- Indie Asset Partners 2021 Q3 filed Nov. 9, 2021
- Indie Asset Partners 2021 Q2 filed Aug. 11, 2021
- Indie Asset Partners 2021 Q1 filed May 13, 2021