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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$724B
$48.9 Million 43.96% of portfolio
59,217
Q1 2025 Reduced 1.02%
$3.38T
$7.69 Million 6.91% of portfolio
34,614
Q1 2025 Reduced 5.08%
$3.81T
$3.37 Million 3.03% of portfolio
8,983
Q1 2025 Added 3.42%
$1.62T
$2.57 Million 2.31% of portfolio
4,457
Q1 2025 Reduced 22.58%
$59.6B
$1.75 Million 1.57% of portfolio
26,830
Q1 2025 Reduced 16.65%
$431B
$1.64 Million 1.48% of portfolio
15,175
Q1 2025 Reduced 11.97%
$2.28T
$1.45 Million 1.3% of portfolio
7,631
Q1 2025 Reduced 20.14%
$850B
$1.06 Million 0.95% of portfolio
4,307
Q1 2025 Reduced 32.22%
$465B
$858,000 0.77% of portfolio
7,219
Q1 2025 Reduced 5.03%
$221B
$709,000 0.64% of portfolio
2,271
Q1 2025 Reduced 13.55%
$116B
$687,000 0.62% of portfolio
4,108
Q1 2025 Reduced 23.21%
$631B
$629,000 0.57% of portfolio
1,182
Q1 2025 Reduced 16.64%
$7.65B
$629,000 0.57% of portfolio
475
Q4 2024 Reduced 5.0%
$305B
$619,000 0.56% of portfolio
8,651
Q1 2025 Reduced 7.07%
$1.07T
$625,000 0.56% of portfolio
4,044
Q1 2025 Reduced 31.59%
$258B
$588,000 0.53% of portfolio
6,706
Q1 2025 Reduced 7.83%
$200B
$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%
$83.5B
$480,000 0.43% of portfolio
1,104
Q1 2025 Reduced 14.75%
$368B
$446,000 0.4% of portfolio
1,218
Q1 2025 Reduced 2.72%
$572B
$434,000 0.39% of portfolio
1,241
Q4 2024 Reduced 50.48%
$422B
$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%
$104B
$415,000 0.37% of portfolio
6,919
Q1 2025 Reduced 2.01%
$86.8B
$386,000 0.35% of portfolio
2,650
Q2 2024 Reduced 0.23%
$296B
$379,000 0.34% of portfolio
2,269
Q1 2025 Reduced 1.35%
$1.12T
$375,000 0.34% of portfolio
2,405
Q1 2025 Reduced 12.19%
$1.01T
$349,000 0.31% of portfolio
1,348
Q1 2025 Reduced 23.54%
$68B
$336,000 0.3% of portfolio
9,859
Q1 2025 Added 20.35%
$12.6B
$333,000 0.3% of portfolio
4,161
Q3 2023 Reduced 3.19%
$269B
$331,000 0.3% of portfolio
633
Q1 2025 Reduced 6.5%
$26.3B
$326,000 0.29% of portfolio
4,210
Q1 2025 Added 0.29%
$148B
$326,000 0.29% of portfolio
4,605
Q1 2025 Added 36.73%
$256B
$320,000 0.29% of portfolio
4,367
Q1 2025 Added 0.05%
$338B
$307,000 0.28% of portfolio
1,468
Q1 2025 Reduced 30.33%
$104B
$307,000 0.28% of portfolio
1,411
Q4 2024 Added 2.54%
$426B
$305,000 0.27% of portfolio
1,841
Q1 2025 Reduced 11.7%
$123B
$305,000 0.27% of portfolio
684
Q1 2025 Reduced 2.43%
$221B
$292,000 0.26% of portfolio
886
Q1 2025 Reduced 27.56%
$151B
$274,000 0.25% of portfolio
2,880
Q1 2025 Reduced 27.46%
$80.6B
$268,000 0.24% of portfolio
525
Q1 2025 Added 15.89%
$369B
$257,000 0.23% of portfolio
1,509
Q1 2025 Reduced 12.11%
$18.1B
$232,000 0.21% of portfolio
3,273
Q1 2025 New
$2.59B
$239,000 0.21% of portfolio
15,700
Q4 2024 Added 1.29%
$253B
$217,000 0.2% of portfolio
873
Q1 2025 Reduced 36.14%
$171B
$217,000 0.2% of portfolio
1,415
Q1 2025 Reduced 15.27%
$192B
$226,000 0.2% of portfolio
7,998
Q1 2025 Reduced 18.44%
$284B
$219,000 0.2% of portfolio
1,097
Q1 2025 New
$377B
$227,000 0.2% of portfolio
5,460
Q1 2025 Reduced 20.78%

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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