Indie Asset Partners, LLC Top Holdings and 13F Report (2025) About Indie Asset Partners, LLCInvestment ActivityIndie Asset Partners, LLC has $115.36 million in total holdings as of March 31, 2025.Indie Asset Partners, LLC owns shares of 96 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 1.13% of the portfolio was purchased this quarter.About 11.56% of the portfolio was sold this quarter.This quarter, Indie Asset Partners, LLC has purchased 115 new stocks and bought additional shares in 14 stocks.Indie Asset Partners, LLC sold shares of 65 stocks and completely divested from 22 stocks this quarter.Largest Holdings Eli Lilly and Company $48,908,311Apple $7,688,918Microsoft $3,372,001Meta Platforms $2,568,608Vanguard Energy ETF $2,505,690 Largest New Holdings this Quarter 084423102 - W. R. Berkley $232,907 Holding369604301 - GE Aerospace $219,503 Holding33740U547 - FIRST TR EXCHNG TRADED FD VI $214,927 Holding Largest Purchases this Quarter W. R. Berkley 3,273 shares (about $232.91K)GE Aerospace 1,097 shares (about $219.50K)FIRST TR EXCHNG TRADED FD VI 7,125 shares (about $214.93K)SPROTT PHYSICAL GOLD & SILVE 4,002 shares (about $113.70K)Microsoft 297 shares (about $111.49K) Largest Sales this Quarter Meta Platforms 1,300 shares (about $749.20K)Eli Lilly and Company 608 shares (about $502.16K)JPMorgan Chase & Co. 2,047 shares (about $502.11K)Apple 1,851 shares (about $411.17K)Amazon.com 1,925 shares (about $366.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndie Asset Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLLYEli Lilly and Company$48,908,311$502,157 ▼-1.0%59,21742.4%MedicalAAPLApple$7,688,918$411,169 ▼-5.1%34,6146.7%Computer and TechnologyMSFTMicrosoft$3,372,001$111,487 ▲3.4%8,9832.9%Computer and TechnologyMETAMeta Platforms$2,568,608$749,201 ▼-22.6%4,4572.2%Computer and TechnologyVDEVanguard Energy ETF$2,505,690$76,787 ▲3.2%19,3182.2%ETFSLYVSPDR S&P 600 Small Cap Value ETF$2,470,149$1,568 ▼-0.1%31,5072.1%ETFSCHDSchwab US Dividend Equity ETF$1,860,058$99,957 ▼-5.1%66,5261.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,783,889$25,265 ▼-1.4%71,2421.5%ETFGRAYSCALE BITCOIN TRUST ETF$1,748,511$349,311 ▼-16.7%26,8301.5%SHS REP COM UTNVDANVIDIA$1,644,674$223,589 ▼-12.0%15,1751.4%Computer and TechnologyAMZNAmazon.com$1,451,874$366,250 ▼-20.1%7,6311.3%Retail/WholesaleATLAS ENERGY SOLUTIONS INC$1,352,022$124,880 ▼-8.5%75,7861.2%COM NEWIGPTInvesco AI and Next Gen Software ETF$1,348,722$48,790 ▲3.8%33,3101.2%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$1,325,095$79,182 ▼-5.6%15,9651.1%ETFJPIEJPMorgan Income ETF$1,113,933$179,950 ▼-13.9%24,1791.0%ETFJPMJPMorgan Chase & Co.$1,056,467$502,110 ▼-32.2%4,3070.9%FinanceAMLPAlerian MLP ETF$1,027,1140.0%19,7750.9%ETFIYHiShares U.S. Healthcare ETF$1,022,952$133,349 ▼-11.5%16,8000.9%ETFIYTiShares U.S. Transportation ETF$926,002$12,806 ▲1.4%14,4620.8%ETFSCHBSchwab US Broad Market ETF$898,296$41,230 ▼-4.4%41,7230.8%ETFSPYSPDR S&P 500 ETF Trust$865,886$34,680 ▼-3.9%1,5480.8%FinanceXOMExxon Mobil$858,503$45,428 ▼-5.0%7,2190.7%EnergyGLDSPDR Gold Shares$829,555$8,644 ▼-1.0%2,8790.7%FinanceJEPIJPMorgan Equity Premium Income ETF$786,527$20,742 ▼-2.6%13,7650.7%ETFIVViShares Core S&P 500 ETF$716,423$11,238 ▲1.6%1,2750.6%ETFMCDMcDonald's$709,461$111,214 ▼-13.6%2,2710.6%Retail/WholesaleAVGOBroadcom$687,836$207,958 ▼-23.2%4,1080.6%Computer and TechnologyGDXVanEck Gold Miners ETF$682,3790.0%14,8440.6%ETFJ P MORGAN EXCHANGE TRADED F$669,242$64,334 ▼-8.8%11,2140.6%HEDGED EQUITY LABRK.BBerkshire Hathaway$629,510$125,689 ▼-16.6%1,1820.5%FinanceTPLTexas Pacific Land$629,3700.0%4750.5%EnergyGOOGLAlphabet$625,310$288,688 ▼-31.6%4,0440.5%Computer and TechnologyKOCoca-Cola$619,606$47,128 ▼-7.1%8,6510.5%Consumer StaplesWMTWalmart$588,757$50,043 ▼-7.8%6,7060.5%Retail/WholesaleSPSMSPDR Portfolio S&P 600 Small Cap ETF$570,142$13,206 ▼-2.3%13,9880.5%ETFCMICummins$551,478$108,791 ▼-16.5%1,7590.5%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$513,588$31,874 ▲6.6%9990.4%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$508,125$6,732 ▲1.3%9,8130.4%ETFPEPPepsiCo$484,095$30,584 ▼-5.9%3,2290.4%Consumer StaplesELVElevance Health$480,055$83,053 ▼-14.7%1,1040.4%MedicalDNPDNP Select Income Fund$474,720$44,011 ▼-8.5%48,0000.4%FinanceONEYSPDR Russell 1000 Yield Focus ETF$461,794$10,160 ▼-2.2%4,2270.4%ETFVTIVanguard Total Stock Market ETF$460,492$3,299 ▼-0.7%1,6750.4%ETFHDHome Depot$446,474$12,463 ▼-2.7%1,2180.4%Retail/WholesaleVVisa$434,9450.0%1,2410.4%Business ServicesCOSTCostco Wholesale$424,655$56,747 ▼-11.8%4490.4%Retail/WholesaleSPROTT PHYSICAL GOLD & SILVE$422,570$113,697 ▲36.8%14,8740.4%TR UNITUCONFirst Trust TCW Unconstrained Plus Bond ETF$416,794$93,135 ▼-18.3%16,8400.4%ETFMOAltria Group$415,288$8,523 ▼-2.0%6,9190.4%Consumer StaplesMPCMarathon Petroleum$386,0790.0%2,6500.3%EnergyCVXChevron$379,604$5,186 ▼-1.3%2,2690.3%EnergyGOOGAlphabet$375,734$52,181 ▼-12.2%2,4050.3%Computer and TechnologyTSLATesla$349,348$107,551 ▼-23.5%1,3480.3%Auto/Tires/TrucksVIGVanguard Dividend Appreciation ETF$337,720$5,237 ▼-1.5%1,7410.3%ETFEPDEnterprise Products Partners$336,595$56,913 ▲20.3%9,8590.3%EnergySCIService Co. International$333,7120.0%4,1610.3%Consumer StaplesUNHUnitedHealth Group$331,344$23,032 ▼-6.5%6330.3%MedicalFASTFastenal$326,472$931 ▲0.3%4,2100.3%Retail/WholesaleNEENextEra Energy$326,463$87,695 ▲36.7%4,6050.3%UtilitiesSHELShell$320,047$147 ▲0.0%4,3670.3%EnergyABBVAbbVie$307,504$133,852 ▼-30.3%1,4680.3%MedicalAMTAmerican Tower$307,0340.0%1,4110.3%FinanceVVVanguard Large-Cap ETF$306,1230.0%1,1910.3%ETFLMTLockheed Martin$305,550$7,594 ▼-2.4%6840.3%AerospaceJNJJohnson & Johnson$305,365$40,472 ▼-11.7%1,8410.3%MedicalBUFRFT Vest Laddered Buffer ETF$296,455$21,525 ▼-6.8%9,9850.3%ETFSCHESchwab Emerging Markets Equity ETF$294,778$90,429 ▼-23.5%10,6920.3%ETFCATCaterpillar$292,321$111,188 ▼-27.6%8860.3%IndustrialsLVHIFranklin International Low Volatility High Dividend Index ETF$287,557$11,848 ▼-4.0%8,8830.2%ETFSHOPShopify$274,982$104,073 ▼-27.5%2,8800.2%Computer and TechnologyEMLPFirst Trust North American Energy Infrastructure Fund$269,358$41,500 ▲18.2%7,1850.2%ETFNOCNorthrop Grumman$268,805$36,865 ▲15.9%5250.2%AerospaceIJHiShares Core S&P Mid-Cap ETF$265,6920.0%4,5530.2%ETFPGProcter & Gamble$257,192$35,451 ▼-12.1%1,5090.2%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$255,3940.0%3,3760.2%ETFBSMBlack Stone Minerals$239,7390.0%15,7000.2%EnergyLAM RESEARCH CORP$237,165$18,176 ▼-7.1%3,2620.2%COM NEWWRBW. R. Berkley$232,907$232,907 ▲New Holding3,2730.2%FinanceBACBank of America$227,831$59,753 ▼-20.8%5,4600.2%FinanceCGUSCapital Group Core Equity ETF$226,7530.0%6,7890.2%ETFTAT&T$226,192$51,132 ▼-18.4%7,9980.2%Computer and TechnologyBBEUJPMorgan BetaBuilders Europe ETF$225,6180.0%3,6490.2%ETFBUFDFT Vest Laddered Deep Buffer ETF$224,550$62,375 ▼-21.7%9,0000.2%ETFLINDE PLC$220,873$57,781 ▼-20.7%4740.2%SHSGEGE Aerospace$219,503$219,503 ▲New Holding1,0970.2%IndustrialsQCOMQUALCOMM$217,303$39,161 ▼-15.3%1,4150.2%Computer and TechnologyIBMInternational Business Machines$217,051$122,822 ▼-36.1%8730.2%Computer and TechnologyFIRST TR EXCHNG TRADED FD VI$214,927$214,927 ▲New Holding7,1250.2%FT VEST US EQUITFTCSFirst Trust Capital Strength ETF$212,602$13,355 ▼-5.9%2,3720.2%ETFNVONovo Nordisk A/S$210,542$6,666 ▼-3.1%3,0320.2%MedicalAMGNAmgen$207,280$137,148 ▼-39.8%6650.2%MedicalJPSTJPMorgan Ultra-Short Income ETF$205,342$103,279 ▼-33.5%4,0560.2%ETFCSCOCisco Systems$202,575$19,930 ▼-9.0%3,2830.2%Computer and TechnologyKEYKeyCorp$175,0910.0%10,9500.2%FinanceMPWMedical Properties Trust$70,190$22,577 ▼-24.3%11,6400.1%FinanceARECAmerican Resources$11,680$2,920 ▼-20.0%25,0000.0%Basic MaterialsGWWW.W. Grainger$0$744,763 ▼-100.0%00.0%IndustrialsINBKFirst Internet Bancorp$0$563,567 ▼-100.0%00.0%FinanceTLTiShares 20+ Year Treasury Bond ETF$0$377,828 ▼-100.0%00.0%ETFPFEPfizer$0$374,102 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
