Indie Asset Partners, LLC Sells in Q2 2025

Indie Asset Partners, LLC

  • $52.9 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-57.9K
- 97.85%
$713.71 - $898.95 $41.4M - $52.1M
1.27K $992K
AAPL
Apple Inc.

Technology
-13.8K
- 39.83%
$172.42 - $223.89 $2.38M - $3.09M
20.8K $4.27M
META
Meta Platforms, Inc.

Communication Services
-3.5K
- 78.53%
$484.66 - $738.09 $1.7M - $2.58M
957 $706K
XOM
Exxon Mobil Corp

Energy
-5.03K
- 69.61%
$99.93 - $119.04 $502K - $598K
2.19K $236K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-5.82K
- 18.48%
$67.03 - $80.35 $390K - $468K
25.7K $2.05M
VDE
Vanguard Energy ETF

ETFs
-1.74K
- 8.99%
$105.87 - $130.56 $184K - $227K
17.6K $2.09M
KO
Coca Cola CO

Consumer Defensive
-5.48K
- 63.38%
$68.37 - $73.9 $375K - $405K
3.17K $224K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-10.5K
- 15.85%
$24.32 - $27.87 $257K - $294K
56K $1.48M
IYH
Ishares Tr

ETFs
-4.27K
- 25.42%
$53.97 - $60.17 $231K - $257K
12.5K $707K
MCD
Mcdonalds Corp

Consumer Cyclical
-918
- 40.42%
$285.55 - $321.23 $262K - $295K
1.35K $395K
AMZN
Amazon Com Inc

Consumer Cyclical
-2.27K
- 29.77%
$167.32 - $223.3 $380K - $507K
5.36K $1.18M
TPL
Texas Pacific Land Corp

Energy
-85
- 17.89%
$1036.28 - $1430.55 $88.1K - $122K
390 $411K
MO
Altria Group, Inc.

Consumer Defensive
-2.69K
- 38.81%
$55.56 - $60.91 $149K - $164K
4.23K $248K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.25K
- 6.32%
$45.07 - $52.57 $56.3K - $65.7K
18.5K $905K
SPY
Spdr S&P 500 ETF Trust

ETFs
-318
- 20.54%
$496.48 - $617.85 $158K - $196K
1.23K $759K
CVX
Chevron Corp

Energy
-356
- 15.69%
$133.73 - $168.51 $47.6K - $60K
1.91K $273K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-4.31K
- 28.95%
$26.18 - $30.91 $113K - $133K
10.6K $318K
COST
Costco Wholesale Corp

Consumer Defensive
-112
- 24.94%
$908.13 - $1056.85 $102K - $118K
337 $333K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-40
- 3.38%
$483.48 - $539.8 $19.3K - $21.6K
1.14K $554K
LMT
Lockheed Martin Corp

Industrials
-177
- 25.88%
$430.82 - $486.45 $76.3K - $86.1K
507 $234K
NEE
Nextera Energy Inc

Utilities
-632
- 13.72%
$64.11 - $75.0 $40.5K - $47.4K
3.97K $275K
VIG
Vanguard Dividend Appreciation

ETFs
-279
- 16.03%
N/A
1.46K $266K
BSM
Black Stone Minerals, L.P.

Energy
-200
- 1.27%
$12.78 - $15.36 $2.56K - $3.07K
15.5K $202K
DNP
Dnp Select Income Fund Inc

Financial Services
-3K
- 6.25%
$8.89 - $9.88 $26.7K - $29.6K
45K $440K
SHEL
Shell PLC

Energy
-302
- 6.92%
$59.75 - $73.05 $18K - $22.1K
4.07K $286K
NOC
Northrop Grumman Corp

Industrials
-50
- 9.52%
$456.3 - $540.39 $22.8K - $27K
475 $237K
V
Visa Inc.

Financial Services
-89
- 7.17%
$308.27 - $373.31 $27.4K - $33.2K
1.15K $409K
T
At&T Inc.

Communication Services
-963
- 12.04%
$26.33 - $28.94 $25.4K - $27.9K
7.04K $203K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.19K
- 7.42%
$72.61 - $88.75 $86K - $105K
14.8K $1.31M
AMT
American Tower Corp

Real Estate
-46
- 3.26%
$203.96 - $228.19 $9.38K - $10.5K
1.37K $301K
IYT
Ishares Tr U.S. Transportation

ETFs
-990
- 6.85%
$55.22 - $68.54 $54.7K - $67.9K
13.5K $923K
KEY
Keycorp

Financial Services
-950
- 8.68%
$13.23 - $17.42 $12.6K - $16.5K
10K $174K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
-4.7K
- 14.1%
N/A
28.6K $0
Atlas Energy Solutions Inc
-32.6K
- 42.96%
N/A
43.2K $0
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-151
- 1.08%
$35.35 - $42.68 $5.34K - $6.44K
13.8K $589K
CGUS
Capital Group Core Equity ETF
-100
- 1.47%
$29.93 - $36.93 $2.99K - $3.69K
6.69K $247K
GE
General Electric CO

Industrials
-131
- 11.94%
$166.81 - $257.39 $21.9K - $33.7K
966 $248K
MPC
Marathon Petroleum Corp

Energy
-50
- 1.89%
$118.55 - $170.08 $5.93K - $8.5K
2.6K $431K
JPM
Jpmorgan Chase & CO

Financial Services
-504
- 11.7%
$210.28 - $289.91 $106K - $146K
3.8K $1.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.95K
- 4.67%
$19.1 - $23.83 $37.2K - $46.5K
39.8K $947K
TSLA
Tesla, Inc.

Consumer Cyclical
-81
- 6.01%
$221.86 - $362.89 $18K - $29.4K
1.27K $402K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-7.42K
- 10.41%
$22.27 - $29.21 $165K - $217K
63.8K $1.86M
MSFT
Microsoft Corp

Technology
-909
- 10.12%
$354.56 - $497.45 $322K - $452K
8.07K $4.02M
Activity Summary
Buys All Purchases 17 New Holdings 10 Increased Positions 7 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Indie Asset Partners, LLC Portfolio

Follow Indie Asset Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Indie Asset Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Indie Asset Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email