Indie Asset Partners, LLC Portfolio Holdings

Indie Asset Partners, LLC

  • $111 Million
  • Q1 2025

Indie Asset Partners, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $111 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $48.9M, Apple Inc. with a value of $7.69M, Microsoft Corp with a value of $3.37M, Meta Platforms, Inc. with a value of $2.57M, and Vanguard Energy ETF with a value of $2.51M.

Examining the 13F form we can see an decrease of $11.2M in the current position value, from $122M to 111M.

Indie Asset Partners, LLC is based out at Carmel, IN

Below you can find more details about Indie Asset Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $111 Million
Healthcare: $50.7 Million
ETFs: $25.5 Million
Technology: $14.3 Million
Communication Services: $3.79 Million
Financial Services: $3.65 Million
Consumer Cyclical: $3.29 Million
Energy: $3.15 Million
Consumer Defensive: $2.79 Million
Other: $2.68 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$728B
$48.9 Million 43.96% of portfolio
59,217
Q1 2025 Reduced 1.02%
$3.26T
$7.69 Million 6.91% of portfolio
34,614
Q1 2025 Reduced 5.08%
$3.93T
$3.37 Million 3.03% of portfolio
8,983
Q1 2025 Added 3.42%
$1.72T
$2.57 Million 2.31% of portfolio
4,457
Q1 2025 Reduced 22.58%
$0
$2.51 Million 2.25% of portfolio
19,318
Q1 2025 Added 3.16%
$0
$2.47 Million 2.22% of portfolio
31,507
Q1 2025 Reduced 0.06%
$0
$1.86 Million 1.67% of portfolio
66,526
Q1 2025 Reduced 5.1%
$0
$1.78 Million 1.6% of portfolio
71,242
Q1 2025 Reduced 1.4%
$61.9B
$1.75 Million 1.57% of portfolio
26,830
Q1 2025 Reduced 16.65%
$444B
$1.64 Million 1.48% of portfolio
15,175
Q1 2025 Reduced 11.97%
$2.18T
$1.45 Million 1.3% of portfolio
7,631
Q1 2025 Reduced 20.14%
$0
$1.33 Million 1.19% of portfolio
15,965
Q1 2025 Reduced 5.64%
$0
$1.11 Million 1.0% of portfolio
24,179
Q1 2025 Reduced 13.91%
$855B
$1.06 Million 0.95% of portfolio
4,307
Q1 2025 Reduced 32.22%
$0
$1.02 Million 0.92% of portfolio
16,800
Q1 2025 Reduced 11.53%
$0
$1.03 Million 0.92% of portfolio
19,775
Q4 2024 Reduced 4.81%
$0
$898,000 0.81% of portfolio
41,723
Q1 2025 Reduced 4.39%
$0
$865,000 0.78% of portfolio
1,548
Q1 2025 Reduced 3.85%
$447B
$858,000 0.77% of portfolio
7,219
Q1 2025 Reduced 5.03%
$107B
$829,000 0.75% of portfolio
2,879
Q1 2025 Reduced 1.03%
$0
$786,000 0.71% of portfolio
13,765
Q1 2025 Reduced 2.57%
$220B
$709,000 0.64% of portfolio
2,271
Q1 2025 Reduced 13.55%
$0
$716,000 0.64% of portfolio
1,275
Q1 2025 Added 1.59%
$119B
$687,000 0.62% of portfolio
4,108
Q1 2025 Reduced 23.21%
$0
$682,000 0.61% of portfolio
14,844
Q4 2024 Added 0.92%
$611B
$629,000 0.57% of portfolio
1,182
Q1 2025 Reduced 16.64%
$7.39B
$629,000 0.57% of portfolio
475
Q4 2024 Reduced 5.0%
$299B
$619,000 0.56% of portfolio
8,651
Q1 2025 Reduced 7.07%
$1.16T
$625,000 0.56% of portfolio
4,044
Q1 2025 Reduced 31.59%
$270B
$588,000 0.53% of portfolio
6,706
Q1 2025 Reduced 7.83%
$0
$570,000 0.51% of portfolio
13,988
Q1 2025 Reduced 2.26%
$52.6B
$551,000 0.5% of portfolio
1,759
Q1 2025 Reduced 16.48%
$0
$508,000 0.46% of portfolio
9,813
Q1 2025 Added 1.34%
$0
$513,000 0.46% of portfolio
999
Q1 2025 Added 6.62%
$192B
$484,000 0.44% of portfolio
3,229
Q1 2025 Reduced 5.94%
$0
$474,000 0.43% of portfolio
48,000
Q1 2025 Reduced 8.48%
$66.3B
$480,000 0.43% of portfolio
1,104
Q1 2025 Reduced 14.75%
$0
$461,000 0.41% of portfolio
4,227
Q1 2025 Reduced 2.15%
$0
$460,000 0.41% of portfolio
1,675
Q1 2025 Reduced 0.71%
$395B
$446,000 0.4% of portfolio
1,218
Q1 2025 Reduced 2.72%
$552B
$434,000 0.39% of portfolio
1,241
Q4 2024 Reduced 50.48%
$418B
$424,000 0.38% of portfolio
449
Q1 2025 Reduced 11.79%
$0
$422,000 0.38% of portfolio
14,874
Q1 2025 Added 36.81%
$0
$416,000 0.37% of portfolio
16,840
Q1 2025 Reduced 18.26%
$112B
$415,000 0.37% of portfolio
6,919
Q1 2025 Reduced 2.01%
$84.2B
$386,000 0.35% of portfolio
2,650
Q2 2024 Reduced 0.23%
$300B
$379,000 0.34% of portfolio
2,269
Q1 2025 Reduced 1.35%
$1.19T
$375,000 0.34% of portfolio
2,405
Q1 2025 Reduced 12.19%
$975B
$349,000 0.31% of portfolio
1,348
Q1 2025 Reduced 23.54%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $111 Million
  • Prior Value $122 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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