Indie Asset Partners, LLC Portfolio Holdings

Indie Asset Partners, LLC

  • $52.9 Million
  • Q2 2025

Indie Asset Partners, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $52.9 Million distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse All World Ex Us with a value of $5.33M, Apple Inc. with a value of $4.27M, Microsoft Corp with a value of $4.02M, Nvidia Corp with a value of $2.55M, and Vanguard Energy ETF with a value of $2.09M.

Examining the 13F form we can see an decrease of $58.3M in the current position value, from $111M to 52.9M.

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 $52.9 Million
ETFs: $29.7 Million
Technology: $10.8 Million
Financial Services: $3.47 Million
Consumer Cyclical: $2.31 Million
Energy: $1.84 Million
Communication Services: $1.24 Million
Healthcare: $992,000
Consumer Defensive: $805,000
Other: $1.53 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.3B
$431,000 0.81% of portfolio
2,600
Q2 2025 Reduced 1.89%
$12.7B
$338,000 0.64% of portfolio
4,161
Q3 2023 Reduced 3.19%
$95.3B
$301,000 0.57% of portfolio
1,365
Q2 2025 Reduced 3.26%
$141B
$275,000 0.52% of portfolio
3,973
Q2 2025 Reduced 13.72%
$118B
$248,000 0.47% of portfolio
4,234
Q2 2025 Reduced 38.81%
$18.6B
$240,000 0.45% of portfolio
3,273
Q1 2025 New
$89.4B
$237,000 0.45% of portfolio
475
Q2 2025 Reduced 9.52%
$113B
$234,000 0.44% of portfolio
507
Q2 2025 Reduced 25.88%
$29B
$228,000 0.43% of portfolio
5,546
Q2 2025 New
$16.7B
$174,000 0.33% of portfolio
10,000
Q2 2025 Reduced 8.68%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $52.9 Million
  • Prior Value $111 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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