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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$64B
$1.75 Million 1.57% of portfolio
26,830
Q1 2025 Reduced 16.65%
$124B
$687,000 0.62% of portfolio
4,108
Q1 2025 Reduced 23.21%
$54.6B
$551,000 0.5% of portfolio
1,759
Q1 2025 Reduced 16.48%
$68B
$480,000 0.43% of portfolio
1,104
Q1 2025 Reduced 14.75%
$115B
$415,000 0.37% of portfolio
6,919
Q1 2025 Reduced 2.01%
$80.2B
$386,000 0.35% of portfolio
2,650
Q2 2024 Reduced 0.23%
$68.4B
$336,000 0.3% of portfolio
9,859
Q1 2025 Added 20.35%
$12.7B
$333,000 0.3% of portfolio
4,161
Q3 2023 Reduced 3.19%
$27.5B
$326,000 0.29% of portfolio
4,210
Q1 2025 Added 0.29%
$142B
$326,000 0.29% of portfolio
4,605
Q1 2025 Added 36.73%
$96.1B
$307,000 0.28% of portfolio
1,411
Q4 2024 Added 2.54%
$112B
$305,000 0.27% of portfolio
684
Q1 2025 Reduced 2.43%
$178B
$274,000 0.25% of portfolio
2,880
Q1 2025 Reduced 27.46%
$89.4B
$268,000 0.24% of portfolio
525
Q1 2025 Added 15.89%
$18.8B
$232,000 0.21% of portfolio
3,273
Q1 2025 New
$166B
$217,000 0.2% of portfolio
1,415
Q1 2025 Reduced 15.27%
$154B
$207,000 0.19% of portfolio
665
Q1 2025 Reduced 39.82%
$16.4B
$175,000 0.16% of portfolio
10,950
Q3 2023 New

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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