Indie Asset Partners

Indie Asset Partners as of March 31, 2025

Portfolio Holdings for Indie Asset Partners

Indie Asset Partners holds 96 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Eli Lilly & Co. (LLY) 42.4 $49M 59k 825.92
Apple (AAPL) 6.7 $7.7M 35k 222.13
Microsoft Corporation (MSFT) 2.9 $3.4M 9.0k 375.38
Meta Platforms Cl A (META) 2.2 $2.6M 4.5k 576.31
Vanguard World Energy Etf (VDE) 2.2 $2.5M 19k 129.71
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 2.1 $2.5M 32k 78.40
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.6 $1.9M 67k 27.96
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.5 $1.8M 71k 25.04
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 1.5 $1.7M 27k 65.17
NVIDIA Corporation (NVDA) 1.4 $1.6M 15k 108.38
Amazon (AMZN) 1.3 $1.5M 7.6k 190.26
Atlas Energy Solutions Com New (AESI) 1.2 $1.4M 76k 17.84
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) 1.2 $1.3M 33k 40.49
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 1.1 $1.3M 16k 83.00
J P Morgan Exchange Traded F Income Etf (JPIE) 1.0 $1.1M 24k 46.07
JPMorgan Chase & Co. (JPM) 0.9 $1.1M 4.3k 245.29
Alps Etf Tr Alerian Mlp (AMLP) 0.9 $1.0M 20k 51.94
Ishares Tr Us Hlthcare Etf (IYH) 0.9 $1.0M 17k 60.89
Ishares Tr Us Trsprtion (IYT) 0.8 $926k 15k 64.03
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $898k 42k 21.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $866k 1.5k 559.36
Exxon Mobil Corporation (XOM) 0.7 $859k 7.2k 118.92
Spdr Gold Tr Gold Shs (GLD) 0.7 $830k 2.9k 288.14
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.7 $787k 14k 57.14
Ishares Tr Core S&p500 Etf (IVV) 0.6 $716k 1.3k 561.90
McDonald's Corporation (MCD) 0.6 $710k 2.3k 312.40
Broadcom (AVGO) 0.6 $688k 4.1k 167.44
Vaneck Etf Trust Gold Miners Etf (GDX) 0.6 $682k 15k 45.97
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.6 $669k 11k 59.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $630k 1.2k 532.58
Texas Pacific Land Corp (TPL) 0.5 $629k 475.00 1324.99
Alphabet Cap Stk Cl A (GOOGL) 0.5 $625k 4.0k 154.63
Coca-Cola Company (KO) 0.5 $620k 8.7k 71.62
Wal-Mart Stores (WMT) 0.5 $589k 6.7k 87.80
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $570k 14k 40.76
Cummins (CMI) 0.5 $552k 1.8k 313.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $514k 999.00 514.10
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.4 $508k 9.8k 51.78
Pepsi (PEP) 0.4 $484k 3.2k 149.92
Anthem (ELV) 0.4 $480k 1.1k 434.83
DNP Select Income Fund (DNP) 0.4 $475k 48k 9.89
Spdr Ser Tr Russell Yield (ONEY) 0.4 $462k 4.2k 109.25
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $461k 1.7k 274.92
Home Depot (HD) 0.4 $447k 1.2k 366.56
Visa Com Cl A (V) 0.4 $435k 1.2k 350.48
Costco Wholesale Corporation (COST) 0.4 $425k 449.00 945.78
Sprott Physical Gold & Silve Tr Unit (CEF) 0.4 $423k 15k 28.41
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.4 $417k 17k 24.75
Altria (MO) 0.4 $415k 6.9k 60.02
Marathon Petroleum Corp (MPC) 0.3 $386k 2.7k 145.69
Chevron Corporation (CVX) 0.3 $380k 2.3k 167.30
Alphabet Cap Stk Cl C (GOOG) 0.3 $376k 2.4k 156.23
Tesla Motors (TSLA) 0.3 $349k 1.3k 259.16
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $338k 1.7k 193.98
Enterprise Products Partners (EPD) 0.3 $337k 9.9k 34.14
Service Corporation International (SCI) 0.3 $334k 4.2k 80.20
UnitedHealth (UNH) 0.3 $331k 633.00 523.45
Fastenal Company (FAST) 0.3 $327k 4.2k 77.55
Nextera Energy (NEE) 0.3 $327k 4.6k 70.89
Shell Spon Ads (SHEL) 0.3 $320k 4.4k 73.29
Abbvie (ABBV) 0.3 $308k 1.5k 209.47
American Tower Reit (AMT) 0.3 $307k 1.4k 217.60
Vanguard Index Fds Large Cap Etf (VV) 0.3 $306k 1.2k 257.03
Lockheed Martin Corporation (LMT) 0.3 $306k 684.00 446.71
Johnson & Johnson (JNJ) 0.3 $305k 1.8k 165.87
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.3 $297k 10k 29.69
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $295k 11k 27.57
Caterpillar (CAT) 0.3 $292k 886.00 329.93
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.2 $288k 8.9k 32.37
Shopify Cl A (SHOP) 0.2 $275k 2.9k 95.48
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $269k 7.2k 37.49
Northrop Grumman Corporation (NOC) 0.2 $269k 525.00 512.01
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $266k 4.6k 58.36
Procter & Gamble Company (PG) 0.2 $257k 1.5k 170.44
Ishares Tr Core Msci Eafe (IEFA) 0.2 $255k 3.4k 75.65
Black Stone Minerals Com Unit (BSM) 0.2 $240k 16k 15.27
Lam Research Corp Com New (LRCX) 0.2 $237k 3.3k 72.71
W.R. Berkley Corporation (WRB) 0.2 $233k 3.3k 71.16
Bank of America Corporation (BAC) 0.2 $228k 5.5k 41.73
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $227k 6.8k 33.40
At&t (T) 0.2 $226k 8.0k 28.28
J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.2 $226k 3.6k 61.83
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.2 $225k 9.0k 24.95
Linde SHS (LIN) 0.2 $221k 474.00 465.98
Ge Aerospace Com New (GE) 0.2 $220k 1.1k 200.09
Qualcomm (QCOM) 0.2 $217k 1.4k 153.57
International Business Machines (IBM) 0.2 $217k 873.00 248.63
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG) 0.2 $215k 7.1k 30.17
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $213k 2.4k 89.63
Novo-nordisk A S Adr (NVO) 0.2 $211k 3.0k 69.44
Amgen (AMGN) 0.2 $207k 665.00 311.70
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $205k 4.1k 50.63
Cisco Systems (CSCO) 0.2 $203k 3.3k 61.70
Key (KEY) 0.2 $175k 11k 15.99
Medical Properties Trust (MPW) 0.1 $70k 12k 6.03
American Res Corp Cl A (AREC) 0.0 $12k 25k 0.47