Indie-Asset-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  "ABBV",
  "GOOGL",
  "VDE",
  null,
  "T",
  "CAT",
  "AVGO",
  "WRB",
  "CMI",
  "AREC",
  "HD",
  null,
  "MCD",
  null,
  null,
  "QCOM",
  null,
  "META",
  null,
  "IJH",
  "LRCX",
  "LIN",
  "MPC",
  "AESI",
  "MSFT",
  "GE",
  "FAST",
  "NOC",
  null,
  null,
  null,
  "PEP",
  "BSM",
  "DNP",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "PG",
  null,
  "MPW",
  "AMGN",
  null,
  "IEFA",
  "SHOP",
  "SHEL",
  "GLD",
  null,
  "AMT",
  "IBM",
  "VV",
  null,
  "VIG",
  "NVO",
  "AMZN",
  "SCHB",
  "TPL",
  "CEF",
  null,
  "VOO",
  "V",
  "WMT",
  null,
  null,
  "BBEU",
  "SCHD",
  null,
  "SCHG",
  "KEY",
  null,
  "SCI",
  null,
  null,
  null,
  "BAC",
  "BRK-B",
  "CVX",
  "CSCO",
  "KO",
  "COST",
  null,
  "NEE",
  "EPD",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 96
Total Value: 115359808
Accession Number: 0001802244-25-000004
Form Type: 13F-HR
CIK: indie-asset-partners
Manager Name: Indie-Asset-Partners

Data Enrichment

76% identified

73 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

96 positions • $115.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.5K

Value:$865.9K

% of Portfolio:0.8% ($865.9K/$115.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:7.2K

Value:$858.5K

% of Portfolio:0.7% ($858.5K/$115.4M)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.9K

Value:$829.6K

% of Portfolio:0.7% ($829.6K/$115.4M)

46641Q332

Shares:13.8K

Value:$786.5K

% of Portfolio:0.7% ($786.5K/$115.4M)

464287200

IVV|464287200

Shares:1.3K

Value:$716.4K

% of Portfolio:0.6% ($716.4K/$115.4M)

MCDONALDS CORP

MCD|580135101

Shares:2.3K

Value:$709.5K

% of Portfolio:0.6% ($709.5K/$115.4M)

Broadcom Inc.

AVGO|11135F101

Shares:4.1K

Value:$687.8K

% of Portfolio:0.6% ($687.8K/$115.4M)

92189F106

GDX|92189F106

Shares:14.8K

Value:$682.4K

% of Portfolio:0.6% ($682.4K/$115.4M)

46654Q724

Shares:11.2K

Value:$669.2K

% of Portfolio:0.6% ($669.2K/$115.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.2K

Value:$629.5K

% of Portfolio:0.5% ($629.5K/$115.4M)

Texas Pacific Land Corp

TPL|88262P102

Shares:475

Value:$629.4K

% of Portfolio:0.5% ($629.4K/$115.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:4.0K

Value:$625.3K

% of Portfolio:0.5% ($625.3K/$115.4M)

COCA COLA CO

KO|191216100

Shares:8.7K

Value:$619.6K

% of Portfolio:0.5% ($619.6K/$115.4M)

Walmart Inc.

WMT|931142103

Shares:6.7K

Value:$588.8K

% of Portfolio:0.5% ($588.8K/$115.4M)

78468R853

Shares:14.0K

Value:$570.1K

% of Portfolio:0.5% ($570.1K/$115.4M)

CUMMINS INC

CMI|231021106

Shares:1.8K

Value:$551.5K

% of Portfolio:0.5% ($551.5K/$115.4M)

922908363

VOO|922908363

Shares:999

Value:$513.6K

% of Portfolio:0.4% ($513.6K/$115.4M)

46654Q203

Shares:9.8K

Value:$508.1K

% of Portfolio:0.4% ($508.1K/$115.4M)

PEPSICO INC

PEP|713448108

Shares:3.2K

Value:$484.1K

% of Portfolio:0.4% ($484.1K/$115.4M)

Elevance Health, Inc.

ELV|036752103

Shares:1.1K

Value:$480.1K

% of Portfolio:0.4% ($480.1K/$115.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.5K	QoQ -3.85% (-62) YoY +12.66% (+174)	All Managers (Combined)	$865.9K	0.8% ($865.9K/$115.4M)	QoQ -8.21% (-$77.5K) YoY +20.47% (+$147.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	7.2K	QoQ -5.02% (-382) YoY +6.39% (+434)	All Managers (Combined)	$858.5K	0.7% ($858.5K/$115.4M)	QoQ +4.99% (-$40.8K) YoY +8.85% (+$69.8K)
SPDR GOLD TRUST(GLDcusip78463V107)	2.9K	QoQ -1.03% (-30) YoY +5.65% (+154)	All Managers (Combined)	$829.6K	0.7% ($829.6K/$115.4M)	QoQ +17.77% (-$125.2K) YoY +47.97% (+$269.0K)
(cusip46641Q332)✕	13.8K	QoQ -2.56% (-363) YoY +33.65% (+3.5K)	All Managers (Combined)	$786.5K	0.7% ($786.5K/$115.4M)	QoQ -3.23% (-$26.3K) YoY +31.98% (+$190.6K)
(IVVcusip464287200)	1.3K	QoQ +1.59% (-20) YoY NEW(+1.3K)	All Managers (Combined)	$716.4K	0.6% ($716.4K/$115.4M)	QoQ -3.04% (-$22.5K) YoY NEW(+$716.4K)
MCDONALDS CORP(MCDcusip580135101)	2.3K	QoQ -13.55% (-356) YoY -21.52% (-623)	All Managers (Combined)	$709.5K	0.6% ($709.5K/$115.4M)	QoQ -6.83% (-$52.1K) YoY -13.06% (-$106.6K)
Broadcom Inc.(AVGOcusip11135F101)	4.1K	QoQ -23.21% (-1.2K) YoY +724.89% (+3.6K)	All Managers (Combined)	$687.8K	0.6% ($687.8K/$115.4M)	QoQ -44.54% (-$552.6K) YoY +4.28% (+$28.2K)
(GDXcusip92189F106)	14.8K	QoQ 0.00% (+0) YoY +34.96% (+3.8K)	All Managers (Combined)	$682.4K	0.6% ($682.4K/$115.4M)	QoQ +35.56% (+$179.0K) YoY +96.22% (+$334.6K)
(cusip46654Q724)✕	11.2K	QoQ -8.76% (-1.1K) YoY NEW(+11.2K)	All Managers (Combined)	$669.2K	0.6% ($669.2K/$115.4M)	QoQ -12.24% (-$93.4K) YoY NEW(+$669.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.2K	QoQ -16.64% (-236) YoY -11.85% (-159)	All Managers (Combined)	$629.5K	0.5% ($629.5K/$115.4M)	QoQ -2.06% (-$13.2K) YoY +11.63% (-$65.6K)
Texas Pacific Land Corp(TPLcusip88262P102)	475	QoQ 0.00% (+0) YoY -37.90% (-290)	All Managers (Combined)	$629.4K	0.5% ($629.4K/$115.4M)	QoQ +19.80% (+$104.0K) YoY +42.21% (-$186.8K)
Alphabet Inc.(GOOGLcusip02079K305)	4.0K	QoQ -31.58% (-1.9K) YoY -5.62% (-241)	All Managers (Combined)	$625.3K	0.5% ($625.3K/$115.4M)	QoQ -44.12% (-$493.7K) YoY -3.31% (-$21.4K)
COCA COLA CO(KOcusip191216100)	8.7K	QoQ -7.06% (-658) YoY -8.41% (-795)	All Managers (Combined)	$619.6K	0.5% ($619.6K/$115.4M)	QoQ +6.90% (-$40.0K) YoY +7.21% (-$41.7K)
Walmart Inc.(WMTcusip931142103)	6.7K	QoQ -7.83% (-570) YoY -0.93% (-63)	All Managers (Combined)	$588.8K	0.5% ($588.8K/$115.4M)	QoQ -10.44% (-$68.6K) YoY +44.56% (-$181.5K)
(cusip78468R853)✕	14.0K	QoQ -2.26% (-324) YoY -4.83% (-710)	All Managers (Combined)	$570.1K	0.5% ($570.1K/$115.4M)	QoQ -11.31% (-$72.8K) YoY -9.87% (-$62.5K)
CUMMINS INC(CMIcusip231021106)	1.8K	QoQ -16.47% (-347) YoY -12.44% (-250)	All Managers (Combined)	$551.5K	0.5% ($551.5K/$115.4M)	QoQ -24.86% (-$182.5K) YoY -6.85% (-$40.6K)
(VOOcusip922908363)	999	QoQ +6.61% (+62) YoY NEW(+999)	All Managers (Combined)	$513.6K	0.4% ($513.6K/$115.4M)	QoQ +1.68% (+$8.5K) YoY NEW(+$513.6K)
(cusip46654Q203)✕	9.8K	QoQ +1.34% (-130) YoY NEW(+9.8K)	All Managers (Combined)	$508.1K	0.4% ($508.1K/$115.4M)	QoQ -6.92% (-$37.8K) YoY NEW(+$508.1K)
PEPSICO INC(PEPcusip713448108)	3.2K	QoQ -5.94% (-204) YoY -25.35% (-1.1K)	All Managers (Combined)	$484.1K	0.4% ($484.1K/$115.4M)	QoQ -7.26% (-$37.9K) YoY -36.06% (-$273.0K)
Elevance Health, Inc.(ELVcusip036752103)	1.1K	QoQ -14.74% (-191) YoY -23.22% (-334)	All Managers (Combined)	$480.1K	0.4% ($480.1K/$115.4M)	QoQ +0.51% (-$2.4K) YoY -35.63% (-$265.8K)