Indie Asset Partners, LLC Reduced Holdings in Q1 2025

Indie Asset Partners, LLC

  • $111 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.85K
- 5.08%
$209.68 - $247.1 $388K - $457K
34.6K $7.69M
META
Meta Platforms, Inc.

Communication Services
-1.3K
- 22.58%
$576.36 - $736.67 $749K - $958K
4.46K $2.57M
NVDA
Nvidia Corp

Technology
-2.06K
- 11.97%
$106.98 - $149.43 $221K - $308K
15.2K $1.64M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-5.36K
- 16.65%
$62.43 - $84.12 $335K - $451K
26.8K $1.75M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.93K
- 20.14%
$190.26 - $242.06 $366K - $466K
7.63K $1.45M
AVGO
Broadcom Inc.

Technology
-1.24K
- 23.21%
$167.43 - $244.7 $208K - $304K
4.11K $687K
GOOGL
Alphabet Inc.

Communication Services
-1.87K
- 31.59%
$154.33 - $206.19 $288K - $385K
4.04K $625K
JPM
Jpmorgan Chase & CO

Financial Services
-2.05K
- 32.22%
$225.19 - $279.95 $461K - $573K
4.31K $1.06M
TSLA
Tesla, Inc.

Consumer Cyclical
-415
- 23.54%
$222.15 - $428.22 $92.2K - $178K
1.35K $349K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-20
- 0.06%
$77.33 - $90.16 $1.55K - $1.8K
31.5K $2.47M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-954
- 5.64%
$80.73 - $94.96 $77K - $90.6K
16K $1.33M
CMI
Cummins Inc

Industrials
-347
- 16.48%
$312.92 - $386.07 $109K - $134K
1.76K $551K
JPIE
J P Morgan Exchange Traded Fd
-3.91K
- 13.91%
$45.46 - $46.18 $178K - $180K
24.2K $1.11M
CAT
Caterpillar Inc

Industrials
-337
- 27.56%
$326.75 - $407.63 $110K - $137K
886 $292K
SHOP
Shopify Inc.

Technology
-1.09K
- 27.46%
$90.59 - $129.31 $98.7K - $141K
2.88K $274K
GOOG
Alphabet Inc.

Communication Services
-334
- 12.19%
$156.06 - $207.71 $52.1K - $69.4K
2.41K $375K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.04K
- 33.46%
$50.39 - $50.66 $103K - $103K
4.06K $205K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.92K
- 4.39%
$21.23 - $23.75 $40.7K - $45.5K
41.7K $898K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-3.76K
- 18.26%
$24.5 - $24.95 $92.2K - $93.9K
16.8K $416K
IYH
Ishares Tr

ETFs
-2.19K
- 11.53%
$58.32 - $62.76 $128K - $137K
16.8K $1.02M
IBM
International Business Machines Corp

Technology
-494
- 36.14%
$217.4 - $264.74 $107K - $131K
873 $217K
AMGN
Amgen Inc

Healthcare
-440
- 39.82%
$258.59 - $327.36 $114K - $144K
665 $207K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.28K
- 23.48%
$25.81 - $28.52 $84.7K - $93.5K
10.7K $294K
SPY
Spdr S&P 500 ETF Trust

ETFs
-62
- 3.85%
$551.42 - $612.93 $34.2K - $38K
1.55K $865K
BAC
Bank Of America Corp

Financial Services
-1.43K
- 20.78%
$39.61 - $47.74 $56.7K - $68.4K
5.46K $227K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-324
- 2.26%
$40.03 - $46.81 $13K - $15.2K
14K $570K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-2.5K
- 21.74%
$24.66 - $26.1 $61.7K - $65.3K
9K $224K
WMT
Walmart Inc.

Consumer Defensive
-570
- 7.83%
$84.5 - $105.05 $48.2K - $59.9K
6.71K $588K
ABBV
Abb Vie Inc.

Healthcare
-639
- 30.33%
$169.2 - $216.66 $108K - $138K
1.47K $307K
NVO
Novo Nordisk A S

Healthcare
-96
- 3.07%
$69.3 - $90.95 $6.65K - $8.73K
3.03K $210K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.58K
- 5.1%
$27.01 - $28.54 $96.6K - $102K
66.5K $1.86M
MCD
Mcdonalds Corp

Consumer Cyclical
-356
- 13.55%
$279.74 - $321.29 $99.6K - $114K
2.27K $709K
COST
Costco Wholesale Corp

Consumer Defensive
-60
- 11.79%
$890.62 - $1076.86 $53.4K - $64.6K
449 $424K
HD
Home Depot, Inc.

Consumer Cyclical
-34
- 2.72%
$347.25 - $424.87 $11.8K - $14.4K
1.22K $446K
QCOM
Qualcomm Inc

Technology
-255
- 15.27%
$151.94 - $175.86 $38.7K - $44.8K
1.42K $217K
PEP
Pepsico Inc

Consumer Defensive
-204
- 5.94%
$142.64 - $156.42 $29.1K - $31.9K
3.23K $484K
LMT
Lockheed Martin Corp

Industrials
-17
- 2.43%
$423.19 - $506.29 $7.19K - $8.61K
684 $305K
PG
Procter & Gamble CO

Consumer Defensive
-208
- 12.11%
$158.56 - $176.26 $33K - $36.7K
1.51K $257K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-725
- 6.77%
$29.34 - $31.31 $21.3K - $22.7K
9.99K $296K
VTI
Vanguard Total Stock Market Et

ETFs
-12
- 0.71%
$271.18 - $303.12 $3.25K - $3.64K
1.68K $460K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-363
- 2.57%
$56.17 - $59.71 $20.4K - $21.7K
13.8K $786K
AREC
American Resources Corp

Basic Materials
-6.25K
- 20.0%
$0.45 - $0.79 $2.81K - $4.94K
25K $11K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-236
- 16.64%
$442.66 - $534.52 $104K - $126K
1.18K $629K
UNH
Unitedhealth Group Inc

Healthcare
-44
- 6.5%
$461.52 - $548.18 $20.3K - $24.1K
633 $331K
CSCO
Cisco Systems, Inc.

Technology
-323
- 8.96%
$58.74 - $64.87 $19K - $21K
3.28K $202K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-93
- 2.15%
$106.44 - $113.12 $9.9K - $10.5K
4.23K $461K
FTCS
First Trust Capital Strength E

ETFs
-149
- 5.91%
$86.39 - $91.35 $12.9K - $13.6K
2.37K $212K
VIG
Vanguard Dividend Appreciation

ETFs
-27
- 1.53%
N/A
1.74K $317K
Linde PLC
-124
- 20.74%
N/A
474 $0
Activity Summary
Buys All Purchases 17 New Holdings 3 Increased Positions 14 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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