Indie Asset Partners, LLC
Q1 2025 13F Holdings
- Locationcarmel, IN
- Num holdings
96
- Value ($000)
$115,360
- Date Filed05/07/2025
- Form type13F-HR
- CIK0001802244
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
LLY ELI LILLY & CO | COM | 532457108 | $48.91M | 42 % | 59,217 | ||
AAPL APPLE INC | COM | 037833100 | $7.69M | 7 % | 34,614 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.37M | 3 % | 8,983 | ||
META META PLATFORMS INC | CL A | 30303M102 | $2.57M | 2 % | 4,457 | ||
VANGUARD WORLD FD | ENERGY ETF | 92204A306 | $2.51M | 2 % | 19,318 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | $2.47M | 2 % | 31,507 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $1.86M | 2 % | 66,526 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $1.78M | 2 % | 71,242 | ||
GBTC GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | $1.75M | 2 % | 26,830 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $1.64M | 1 % | 15,175 |
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