Indie Asset Partners

Indie Asset Partners as of June 30, 2025

Portfolio Holdings for Indie Asset Partners

Indie Asset Partners holds 67 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 9.7 $5.3M 79k 67.22
Apple (AAPL) 7.8 $4.3M 21k 205.17
Microsoft Corporation (MSFT) 7.3 $4.0M 8.1k 497.41
NVIDIA Corporation (NVDA) 4.6 $2.5M 16k 157.99
Vanguard World Energy Etf (VDE) 3.8 $2.1M 18k 119.12
Dimensional Etf Trust Intl Small Cap E (DFIS) 3.8 $2.1M 70k 29.84
Spdr Series Trust S&p 600 Smcp Val (SLYV) 3.7 $2.0M 26k 79.76
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.4 $1.9M 64k 29.21
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.7 $1.5M 56k 26.50
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.6 $1.4M 48k 30.14
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) 2.6 $1.4M 29k 49.15
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 2.4 $1.3M 15k 88.75
Amazon (AMZN) 2.1 $1.2M 5.4k 219.39
JPMorgan Chase & Co. (JPM) 2.0 $1.1M 3.8k 289.94
Eli Lilly & Co. (LLY) 1.8 $992k 1.3k 779.60
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.7 $948k 40k 23.83
Ishares Tr Us Trsprtion (IYT) 1.7 $923k 14k 68.54
Alps Etf Tr Alerian Mlp (AMLP) 1.6 $905k 19k 48.86
Spdr Gold Tr Gold Shs (GLD) 1.6 $878k 2.9k 304.83
Ishares Tr Core S&p500 Etf (IVV) 1.5 $822k 1.3k 620.90
Vaneck Etf Trust Gold Miners Etf (GDX) 1.4 $773k 15k 52.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $760k 1.2k 617.89
Ishares Tr Us Aer Def Etf (ITA) 1.3 $741k 3.9k 188.64
Ishares Tr Us Hlthcare Etf (IYH) 1.3 $708k 13k 56.48
Meta Platforms Cl A (META) 1.3 $706k 957.00 738.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $669k 1.2k 568.03
Spdr Series Trust Portfolio S&p600 (SPSM) 1.1 $590k 14k 42.60
Atlas Energy Solutions Com New (AESI) 1.1 $578k 43k 13.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $555k 1.1k 485.77
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $524k 1.7k 304.02
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.9 $499k 11k 45.75
DNP Select Income Fund (DNP) 0.8 $441k 45k 9.79
Marathon Petroleum Corp (MPC) 0.8 $432k 2.6k 166.11
Texas Pacific Land Corp (TPL) 0.7 $412k 390.00 1056.39
Visa Com Cl A (V) 0.7 $409k 1.2k 355.08
Tesla Motors (TSLA) 0.7 $403k 1.3k 317.66
McDonald's Corporation (MCD) 0.7 $395k 1.4k 292.20
Vanguard Index Fds Growth Etf (VUG) 0.6 $341k 777.00 438.40
Service Corporation International (SCI) 0.6 $339k 4.2k 81.40
Alphabet Cap Stk Cl A (GOOGL) 0.6 $336k 1.9k 176.23
Costco Wholesale Corporation (COST) 0.6 $334k 337.00 989.94
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $331k 5.3k 62.02
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $319k 1.7k 182.85
Sprott Physical Gold & Silve Tr Unit (CEF) 0.6 $318k 11k 30.10
American Tower Reit (AMT) 0.5 $302k 1.4k 221.02
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $299k 1.5k 204.67
Ishares Tr Core Msci Eafe (IEFA) 0.5 $291k 3.5k 83.48
Shell Spon Ads (SHEL) 0.5 $286k 4.1k 70.41
Nextera Energy (NEE) 0.5 $276k 4.0k 69.42
Chevron Corporation (CVX) 0.5 $274k 1.9k 143.18
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $269k 4.7k 57.02
Ge Aerospace Com New (GE) 0.5 $249k 966.00 257.39
Altria (MO) 0.5 $248k 4.2k 58.63
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.4 $247k 6.7k 36.93
J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.4 $246k 3.6k 67.46
W.R. Berkley Corporation (WRB) 0.4 $241k 3.3k 73.47
Northrop Grumman Corporation (NOC) 0.4 $238k 475.00 499.98
Exxon Mobil Corporation (XOM) 0.4 $237k 2.2k 107.82
Lockheed Martin Corporation (LMT) 0.4 $235k 507.00 463.14
Fifth Third Ban (FITB) 0.4 $228k 5.5k 41.13
Coca-Cola Company (KO) 0.4 $224k 3.2k 70.75
Triple Flag Precious Metals (TFPM) 0.4 $218k 9.2k 23.69
At&t (T) 0.4 $204k 7.0k 28.94
Black Stone Minerals Com Unit (BSM) 0.4 $203k 16k 13.08
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.4 $201k 3.7k 54.46
Key (KEY) 0.3 $174k 10k 17.42
American Res Corp Cl A (AREC) 0.0 $21k 25k 0.83