Indie Asset Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 96Value: $115.4MLatest: 2025Q1

Indie Asset Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 96 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

Search and click to pin securities to the top

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ELI LILLY & Co

LLY|532457108

Shares:59.2K

Value:$48.9M

% of Portfolio:42.4% ($48.9M/$115.4M)

Apple Inc.

AAPL|037833100

Shares:34.6K

Value:$7.7M

% of Portfolio:6.7% ($7.7M/$115.4M)

MICROSOFT CORP

MSFT|594918104

Shares:9.0K

Value:$3.4M

% of Portfolio:2.9% ($3.4M/$115.4M)

Meta Platforms, Inc.

META|30303M102

Shares:4.5K

Value:$2.6M

% of Portfolio:2.2% ($2.6M/$115.4M)

92204A306

VDE|92204A306

Shares:19.3K

Value:$2.5M

% of Portfolio:2.2% ($2.5M/$115.4M)

78464A300

Shares:31.5K

Value:$2.5M

% of Portfolio:2.1% ($2.5M/$115.4M)

808524797

SCHD|808524797

Shares:66.5K

Value:$1.9M

% of Portfolio:1.6% ($1.9M/$115.4M)

808524300

SCHG|808524300

Shares:71.2K

Value:$1.8M

% of Portfolio:1.5% ($1.8M/$115.4M)

389637109

Shares:26.8K

Value:$1.7M

% of Portfolio:1.5% ($1.7M/$115.4M)

NVIDIA CORP

NVDA|67066G104

Shares:15.2K

Value:$1.6M

% of Portfolio:1.4% ($1.6M/$115.4M)

AMAZON COM INC

AMZN|023135106

Shares:7.6K

Value:$1.5M

% of Portfolio:1.3% ($1.5M/$115.4M)

Atlas Energy Solutions Inc.

AESI|642045108

Shares:75.8K

Value:$1.4M

% of Portfolio:1.2% ($1.4M/$115.4M)

46137V639

Shares:33.3K

Value:$1.3M

% of Portfolio:1.2% ($1.3M/$115.4M)

78464A201

Shares:16.0K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$115.4M)

46641Q159

Shares:24.2K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$115.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:4.3K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$115.4M)

00162Q452

Shares:19.8K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$115.4M)

464287762

Shares:16.8K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$115.4M)

464287192

Shares:14.5K

Value:$926.0K

% of Portfolio:0.8% ($926.0K/$115.4M)

808524102

SCHB|808524102

Shares:41.7K

Value:$898.3K

% of Portfolio:0.8% ($898.3K/$115.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ELI LILLY & Co(LLYcusip532457108)	59.2K	QoQ -1.01% (-608) YoY -8.86% (-5.8K)	All Managers (Combined)	$48.9M	42.4% ($48.9M/$115.4M)	QoQ +5.89% (-$2.7M) YoY -3.25% (-$1.6M)
Apple Inc.(AAPLcusip037833100)	34.6K	QoQ -5.07% (-1.9K) YoY -4.46% (-1.6K)	All Managers (Combined)	$7.7M	6.7% ($7.7M/$115.4M)	QoQ -15.79% (-$1.4M) YoY +23.75% (-$1.5M)
MICROSOFT CORP(MSFTcusip594918104)	9.0K	QoQ +3.41% (-297) YoY -2.49% (-230)	All Managers (Combined)	$3.4M	2.9% ($3.4M/$115.4M)	QoQ -7.89% (-$289.1K) YoY -13.00% (-$503.9K)
Meta Platforms, Inc.(METAcusip30303M102)	4.5K	QoQ -22.58% (-1.3K) YoY -16.01% (-850)	All Managers (Combined)	$2.6M	2.2% ($2.6M/$115.4M)	QoQ -23.79% (-$802.2K) YoY -0.32% (-$8.4K)
(VDEcusip92204A306)	19.3K	QoQ +3.16% (+592) YoY -3.79% (-763)	All Managers (Combined)	$2.5M	2.2% ($2.5M/$115.4M)	QoQ +10.30% (+$234.0K) YoY -5.25% (-$138.9K)
(cusip78464A300)✕	31.5K	QoQ -0.06% (-20) YoY -5.18% (-1.7K)	All Managers (Combined)	$2.5M	2.1% ($2.5M/$115.4M)	QoQ -10.20% (-$280.6K) YoY -10.40% (-$286.9K)
(SCHDcusip808524797)	66.5K	QoQ -5.09% (-3.6K) YoY +234.55% (+46.6K)	All Managers (Combined)	$1.9M	1.6% ($1.9M/$115.4M)	QoQ -2.87% (-$55.1K) YoY +16.00% (+$256.7K)
(SCHGcusip808524300)	71.2K	QoQ -1.39% (-1.0K) YoY +471.07% (+58.8K)	All Managers (Combined)	$1.8M	1.5% ($1.8M/$115.4M)	QoQ -11.40% (-$229.8K) YoY +54.22% (+$627.2K)
(cusip389637109)✕	26.8K	QoQ -16.65% (-5.4K) YoY +34.02% (+6.8K)	All Managers (Combined)	$1.7M	1.5% ($1.7M/$115.4M)	QoQ -26.61% (-$634.2K) YoY +38.26% (+$483.9K)
NVIDIA CORP(NVDAcusip67066G104)	15.2K	QoQ -11.96% (-2.1K) YoY +1597.42% (+14.3K)	All Managers (Combined)	$1.6M	1.4% ($1.6M/$115.4M)	QoQ -28.95% (-$670.2K) YoY +103.58% (+$836.8K)
AMAZON COM INC(AMZNcusip023135106)	7.6K	QoQ -20.14% (-1.9K) YoY -14.11% (-1.3K)	All Managers (Combined)	$1.5M	1.3% ($1.5M/$115.4M)	QoQ -30.74% (-$644.6K) YoY -9.40% (-$150.8K)
Atlas Energy Solutions Inc.(AESIcusip642045108)	75.8K	QoQ -8.45% (-7.0K) YoY -21.93% (-21.3K)	All Managers (Combined)	$1.4M	1.2% ($1.4M/$115.4M)	QoQ -26.36% (-$484.2K) YoY -38.43% (-$844.1K)
(cusip46137V639)✕	33.3K	QoQ +3.75% (-1.2K) YoY +417.39% (+26.9K)	All Managers (Combined)	$1.3M	1.2% ($1.3M/$115.4M)	QoQ -7.11% (-$103.4K) YoY +363.07% (+$1.1M)
(cusip78464A201)✕	16.0K	QoQ -5.63% (-954) YoY -10.89% (-2.0K)	All Managers (Combined)	$1.3M	1.1% ($1.3M/$115.4M)	QoQ -13.31% (-$203.5K) YoY -15.21% (-$237.8K)
(cusip46641Q159)✕	24.2K	QoQ -13.90% (-3.9K) YoY +75.80% (+10.4K)	All Managers (Combined)	$1.1M	1.0% ($1.1M/$115.4M)	QoQ -13.05% (-$167.3K) YoY +77.78% (+$487.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.3K	QoQ -32.21% (-2.0K) YoY +84.77% (+2.0K)	All Managers (Combined)	$1.1M	0.9% ($1.1M/$115.4M)	QoQ -30.63% (-$466.6K) YoY +126.29% (+$589.6K)
(cusip00162Q452)✕	19.8K	QoQ 0.00% (+0) YoY -4.81% (-1.0K)	All Managers (Combined)	$1.0M	0.9% ($1.0M/$115.4M)	QoQ +7.84% (+$74.8K) YoY +4.17% (-$41.1K)
(cusip464287762)✕	16.8K	QoQ -11.53% (-2.2K) YoY -21.76% (-4.7K)	All Managers (Combined)	$1.0M	0.9% ($1.0M/$115.4M)	QoQ -7.55% (-$83.6K) YoY -23.04% (-$306.4K)
(cusip464287192)✕	14.5K	QoQ +1.40% (-200) YoY -3.79% (-570)	All Managers (Combined)	$926.0K	0.8% ($926.0K/$115.4M)	QoQ -3.91% (-$37.7K) YoY -12.49% (-$132.3K)
(SCHBcusip808524102)	41.7K	QoQ -4.38% (-1.9K) YoY +187.82% (+27.2K)	All Managers (Combined)	$898.3K	0.8% ($898.3K/$115.4M)	QoQ -9.31% (-$92.3K) YoY +1.50% (+$13.3K)