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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AT&T INC.

T|00206R102

Shares:8.0K

Value:$226.2K

% of Portfolio:0.2% ($226.2K/$115.4M)

46641Q191

BBEU|46641Q191

Shares:3.6K

Value:$225.6K

% of Portfolio:0.2% ($225.6K/$115.4M)

33740U703

Shares:9.0K

Value:$224.6K

% of Portfolio:0.2% ($224.6K/$115.4M)

LINDE PLC

LIN|G54950103

Shares:474

Value:$220.9K

% of Portfolio:0.2% ($220.9K/$115.4M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.1K

Value:$219.5K

% of Portfolio:0.2% ($219.5K/$115.4M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.4K

Value:$217.3K

% of Portfolio:0.2% ($217.3K/$115.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:873

Value:$217.1K

% of Portfolio:0.2% ($217.1K/$115.4M)

33740U547

Shares:7.1K

Value:$214.9K

% of Portfolio:0.2% ($214.9K/$115.4M)

33733E104

Shares:2.4K

Value:$212.6K

% of Portfolio:0.2% ($212.6K/$115.4M)

NOVO NORDISK A S

NVO|670100205

Shares:3.0K

Value:$210.5K

% of Portfolio:0.2% ($210.5K/$115.4M)

AMGEN INC

AMGN|031162100

Shares:665

Value:$207.3K

% of Portfolio:0.2% ($207.3K/$115.4M)

46641Q837

Shares:4.1K

Value:$205.3K

% of Portfolio:0.2% ($205.3K/$115.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:3.3K

Value:$202.6K

% of Portfolio:0.2% ($202.6K/$115.4M)

KEYCORP /NEW/

KEY|493267108

Shares:10.9K

Value:$175.1K

% of Portfolio:0.2% ($175.1K/$115.4M)

MEDICAL PROPERTIES TRUST INC

MPW|58463J304

Shares:11.6K

Value:$70.2K

% of Portfolio:0.1% ($70.2K/$115.4M)

American Resources Corp

AREC|02927U208

Shares:25.0K

Value:$11.7K

% of Portfolio:0.0% ($11.7K/$115.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AT&T INC.(Tcusip00206R102)	8.0K	QoQ -18.43% (-1.8K) YoY -30.86% (-3.6K)	All Managers (Combined)	$226.2K	0.2% ($226.2K/$115.4M)	QoQ +1.30% (-$2.9K) YoY +11.08% (-$22.6K)
(BBEUcusip46641Q191)	3.6K	QoQ 0.00% (+0) YoY NEW(+3.6K)	All Managers (Combined)	$225.6K	0.2% ($225.6K/$115.4M)	QoQ +11.56% (+$23.4K) YoY NEW(+$225.6K)
(cusip33740U703)✕	9.0K	QoQ -21.73% (-2.5K) YoY NEW(+9.0K)	All Managers (Combined)	$224.6K	0.2% ($224.6K/$115.4M)	QoQ -23.48% (-$68.9K) YoY NEW(+$224.6K)
LINDE PLC(LINcusipG54950103)	474	QoQ -20.73% (-124) YoY NEW(+474)	All Managers (Combined)	$220.9K	0.2% ($220.9K/$115.4M)	QoQ -11.80% (-$29.6K) YoY NEW(+$220.9K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$219.5K	0.2% ($219.5K/$115.4M)	QoQ NEW(+$219.5K) YoY NEW(+$219.5K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.4K	QoQ -15.26% (-255) YoY -11.11% (-177)	All Managers (Combined)	$217.3K	0.2% ($217.3K/$115.4M)	QoQ -15.32% (-$39.3K) YoY -19.38% (-$52.3K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	873	QoQ -36.13% (-494) YoY -27.79% (-336)	All Managers (Combined)	$217.1K	0.2% ($217.1K/$115.4M)	QoQ -27.79% (-$83.5K) YoY -5.95% (-$13.7K)
(cusip33740U547)✕	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$214.9K	0.2% ($214.9K/$115.4M)	QoQ NEW(+$214.9K) YoY NEW(+$214.9K)
(cusip33733E104)✕	2.4K	QoQ -5.91% (-149) YoY -15.70% (-442)	All Managers (Combined)	$212.6K	0.2% ($212.6K/$115.4M)	QoQ -3.98% (-$8.8K) YoY -11.80% (-$28.4K)
NOVO NORDISK A S(NVOcusip670100205)	3.0K	QoQ -3.06% (-96) YoY +31.71% (-730)	All Managers (Combined)	$210.5K	0.2% ($210.5K/$115.4M)	QoQ -21.75% (-$58.5K) YoY -28.76% (-$85.0K)
AMGEN INC(AMGNcusip031162100)	665	QoQ -39.81% (-440) YoY -36.48% (-382)	All Managers (Combined)	$207.3K	0.2% ($207.3K/$115.4M)	QoQ -28.05% (-$80.8K) YoY -30.36% (-$90.4K)
(cusip46641Q837)✕	4.1K	QoQ -33.46% (-2.0K) YoY -26.58% (-1.5K)	All Managers (Combined)	$205.3K	0.2% ($205.3K/$115.4M)	QoQ -33.12% (-$101.7K) YoY -26.33% (-$73.4K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	3.3K	QoQ -8.95% (-323) YoY NEW(+3.3K)	All Managers (Combined)	$202.6K	0.2% ($202.6K/$115.4M)	QoQ -5.10% (-$10.9K) YoY NEW(+$202.6K)
KEYCORP /NEW/(KEYcusip493267108)	10.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$175.1K	0.2% ($175.1K/$115.4M)	QoQ -6.70% (-$12.6K) YoY +1.13% (+$2.0K)
MEDICAL PROPERTIES TRUST INC(MPWcusip58463J304)	11.6K	QoQ -24.33% (-3.7K) YoY -7.11% (-891)	All Managers (Combined)	$70.2K	0.1% ($70.2K/$115.4M)	QoQ +15.50% (-$9.4K) YoY +19.17% (-$11.3K)
American Resources Corp(ARECcusip02927U208)	25.0K	QoQ -20.00% (-6.3K) YoY 0.00% (-0)	All Managers (Combined)	$11.7K	0.0% ($11.7K/$115.4M)	QoQ -62.99% (-$19.9K) YoY -66.86% (-$23.6K)