Sponsored

The Analysis of Indie Asset Partners, LLC's Holdings & P&L

Currently, Indie Asset Partners, LLC holds 86 types of securities in its portfolio with a total value $104.4M. In the most recent quarter, they have increased their positions in XLF (+32.7K shares, valued at $1.8M), BRK.B (+3.4K shares, valued at $1.7M), VUG (+8.7K shares, valued at $750.4K); decreased their positions in SHEL (-1.4K shares, valued at $112.4K), CVX (-500 shares, valued at $82.9K), MCD (-300 shares, valued at $81.1K); initiated new positions in XLF (+32.7K shares, valued at $1.8M), TSM (+646 shares, valued at $308.5K), QQQ (+401 shares, valued at $295.0K).

1M P&L

+283.9K+0.30%

3M P&L

+4.2M+4.67%

HY P&L

+4.5M+4.94%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A55.4M

58.1%

2Drug Manufacturers - General11.6M

12.2%

3Consumer Electronics7.9M

8.3%

Top Industries by Stock Count

1N/A38 stocks

52.1%

2Aerospace & Defense3 stocks

4.1%

3Internet Content & Information2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LLY ELI LILLY & CO9.7K shares4.35%2026-06-302026-08-07

AAPL APPLE INC27.3K shares-0.43%2026-06-302026-08-07

VEU VANGUARD INTL EQUITY INDEX F91.0K shares3.64%2026-06-302026-08-07

PAAA PGIM ETF TR123.7K shares12.19%2026-06-302026-08-07

ITA ISHARES TR13.9K shares4.78%2026-06-302026-08-07

MSFT MICROSOFT CORP8.4K shares2.72%2026-06-302026-08-07

NVDA NVIDIA CORPORATION14.5K shares11.37%2026-06-302026-08-07

IGPT INVESCO EXCHANGE TRADED FD T25.9K shares1.03%2026-06-302026-08-07

Sponsored

DFIS DIMENSIONAL ETF TRUST73.0K shares2.10%2026-06-302026-08-07

SLYV SPDR SERIES TRUST22.6K shares4.47%2026-06-302026-08-07

SCHE SCHWAB STRATEGIC TR65.0K shares4.18%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL4.7K shares262.05%2026-06-302026-08-07

VDE VANGUARD WORLD FD14.6K shares-1.65%2026-06-302026-08-07

SCHD SCHWAB STRATEGIC TR64.9K shares16.12%2026-06-302026-08-07

SCHG SCHWAB STRATEGIC TR59.9K shares-2.76%2026-06-302026-08-07

IYT ISHARES TR22.9K shares7.36%2026-06-302026-08-07

Sponsored

DYNF BLACKROCK ETF TRUST27.2K shares28.96%2026-06-302026-08-07

XLF SELECT SECTOR SPDR TR32.7K sharesnew addition2026-06-302026-08-07

AMZN AMAZON COM INC7.1K shares3.92%2026-06-302026-08-07

ISHARES TR ISHARES TR2.2K shares6.53%2026-06-302026-08-07

DNP DNP SELECT INCOME FD INC144.0K shares7.08%2026-06-302026-08-07

SLYG SPDR SERIES TRUST12.5K shares4.92%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.1K shares-1.17%2026-06-302026-08-07

FBND FIDELITY MERRIMACK STR TR26.0K shares0.65%2026-06-302026-08-07

Sponsored

VANECK ETF TRUST VANECK ETF TRUST14.2K shares-4.02%2026-06-302026-08-07

ALPS ETF TR ALPS ETF TR19.9K shares11.14%2026-06-302026-08-07

SCHB SCHWAB STRATEGIC TR33.9K shares-3.86%2026-06-302026-08-07

VOO VANGUARD INDEX FDS1.4K shares2.17%2026-06-302026-08-07

GLD SPDR GOLD TR2.5K shares3.61%2026-06-302026-08-07

VUG VANGUARD INDEX FDS10.3K shares556.26%2026-06-302026-08-07

VTV VANGUARD INDEX FDS4.1K shares24.07%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.2K shares0.00%2026-06-302026-08-07

Sponsored

QUAL ISHARES TR3.9K shares-0.20%2026-06-302026-08-07

VISA INC VISA INC2.3K shares1.77%2026-06-302026-08-07

SPSM SPDR SERIES TRUST13.5K shares-0.41%2026-06-302026-08-07

CVX CHEVRON CORPORATION4.7K shares-9.67%2026-06-302026-08-07

TSLA TESLA INC1.8K shares18.58%2026-06-302026-08-07

IJH ISHARES TR9.1K shares16.42%2026-06-302026-08-07

DUK DUKE ENERGY CORP NEW5.2K shares0.00%2026-06-302026-08-07

GOOG ALPHABET INC1.7K shares20.47%2026-06-302026-08-07

Sponsored

VIG VANGUARD SPECIALIZED FUNDS2.5K shares2.92%2026-06-302026-08-07

GOOGL ALPHABET INC1.7K shares-6.17%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares0.00%2026-06-302026-08-07

AESI ATLAS ENERGY SOLUTIONS INC33.7K shares-7.92%2026-06-302026-08-07

IYH ISHARES TR8.4K shares1.82%2026-06-302026-08-07

EFV ISHARES TR6.4K shares-0.43%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC838 shares-3.46%2026-06-302026-08-07

GE GE AEROSPACE1.2K shares-0.48%2026-06-302026-08-07

Sponsored

GEV GE VERNOVA INC372 shares0.00%2026-06-302026-08-07

SCHF SCHWAB STRATEGIC TR15.4K shares-4.05%2026-06-302026-08-07

FITB FIFTH THIRD BANCORP7.5K shares0.36%2026-06-302026-08-07

CMCSA COMCAST CORP NEW16.7K shares0.00%2026-06-302026-08-07

CEF SPROTT ASSET MANAGEMENT LP10.1K shares0.00%2026-06-302026-08-07

MISL FIRST TR EXCHANGE-TRADED FD7.2K shares0.00%2026-06-302026-08-07

VEA VANGUARD TAX-MANAGED FDS4.5K shares10.22%2026-06-302026-08-07

SCI SERVICE CORP INTL4.2K shares0.00%2026-06-302026-08-07

Sponsored

BROADCOM INC BROADCOM INC817 shares0.00%2026-06-302026-08-07

TSM TAIWAN SEMICONDUCTOR MANUFAC646 sharesnew addition2026-06-302026-08-07

TPL TEXAS PACIFIC LAND CORPORATI690 shares-20.69%2026-06-302026-08-07

CGUS CAPITAL GROUP CORE EQUITY ET6.7K shares0.00%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP2.2K shares0.00%2026-06-302026-08-07

QQQ INVESCO QQQ TR401 sharesnew addition2026-06-302026-08-07

MO ALTRIA GROUP INC4.1K shares18.99%2026-06-302026-08-07

CAT CATERPILLAR INC270 sharesnew addition2026-06-302026-08-07

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION307 shares0.00%2026-06-302026-08-07

VV VANGUARD INDEX FDS824 shares0.00%2026-06-302026-08-07

B BARRICK MNG CORP7.5K shares0.00%2026-06-302026-08-07

TFPM TRIPLE FLAG PRECIOUS METAL9.2K shares0.00%2026-06-302026-08-07

ISHARES TR ISHARES TR2.8K shares0.00%2026-06-302026-08-07

SII SPROTT INC2.4K shares0.00%2026-06-302026-08-07

MPC MARATHON PETE CORP1.1K shares0.00%2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED518 shares0.00%2026-06-302026-08-07

Sponsored

NOC NORTHROP GRUMMAN CORP516 shares37.60%2026-06-302026-08-07

VGT VANGUARD WORLD FD2.2K sharesnew addition2026-06-302026-08-07

LMT LOCKHEED MARTIN CORP493 shares21.73%2026-06-302026-08-07

MCD MCDONALDS CORP925 shares-24.49%2026-06-302026-08-07

KO COCA COLA CO2.9K shares-4.16%2026-06-302026-08-07

BBEU J P MORGAN EXCHANGE TRADED F3.0K shares-17.79%2026-06-302026-08-07

IBM INTERNATIONAL BUSINESS MACHS825 shares-4.84%2026-06-302026-08-07

BSM BLACK STONE MINERALS L P15.5K shares0.00%2026-06-302026-08-07

Sponsored

IJR ISHARES TR1.4K sharesnew addition2026-06-302026-08-07

KEY KEYCORP9.0K shares-10.00%2026-06-302026-08-07

OEF ISHARES TR565 shares-22.18%2026-06-302026-08-07

SHEL SHELL PLC2.6K shares-35.67%2026-06-302026-08-07

BGSF BGSF INC20.0K sharesnew addition2026-06-302026-08-07

ELUT ELUTIA INC12.6K shares0.00%2026-06-302026-08-07

LLY

ELI LILLY & CO

4.35%

Shares9.7K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

-0.43%

Shares27.3K

Event2026-06-30

Filed2026-08-07

VEU

VANGUARD INTL EQUITY INDEX F

3.64%

Shares91.0K

Event2026-06-30

Filed2026-08-07

PAAA

PGIM ETF TR

12.19%

Shares123.7K

Event2026-06-30

Filed2026-08-07

ITA

ISHARES TR

4.78%

Shares13.9K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

2.72%

Shares8.4K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

11.37%

Shares14.5K

Event2026-06-30

Filed2026-08-07

IGPT

INVESCO EXCHANGE TRADED FD T

1.03%

Shares25.9K

Event2026-06-30

Filed2026-08-07

DFIS

DIMENSIONAL ETF TRUST

2.10%

Shares73.0K

Event2026-06-30

Filed2026-08-07

SLYV

SPDR SERIES TRUST

4.47%

Shares22.6K

Event2026-06-30

Filed2026-08-07

SCHE

SCHWAB STRATEGIC TR

4.18%

Shares65.0K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

262.05%

Shares4.7K

Event2026-06-30

Filed2026-08-07

VDE

VANGUARD WORLD FD

-1.65%

Shares14.6K

Event2026-06-30

Filed2026-08-07

SCHD

SCHWAB STRATEGIC TR

16.12%

Shares64.9K

Event2026-06-30

Filed2026-08-07

SCHG

SCHWAB STRATEGIC TR

-2.76%

Shares59.9K

Event2026-06-30

Filed2026-08-07

IYT

ISHARES TR

7.36%

Shares22.9K

Event2026-06-30

Filed2026-08-07

DYNF

BLACKROCK ETF TRUST

28.96%

Shares27.2K

Event2026-06-30

Filed2026-08-07

XLF

SELECT SECTOR SPDR TR

New

Shares32.7K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

3.92%

Shares7.1K

Event2026-06-30

Filed2026-08-07

ISHARES TR

6.53%

Shares2.2K

Event2026-06-30

Filed2026-08-07

DNP

DNP SELECT INCOME FD INC

7.08%

Shares144.0K

Event2026-06-30

Filed2026-08-07

SLYG

SPDR SERIES TRUST

4.92%

Shares12.5K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

-1.17%

Shares4.1K

Event2026-06-30

Filed2026-08-07

FBND

FIDELITY MERRIMACK STR TR

0.65%

Shares26.0K

Event2026-06-30

Filed2026-08-07

VANECK ETF TRUST

-4.02%

Shares14.2K

Event2026-06-30

Filed2026-08-07

ALPS ETF TR

11.14%

Shares19.9K

Event2026-06-30

Filed2026-08-07

SCHB

SCHWAB STRATEGIC TR

-3.86%

Shares33.9K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

2.17%

Shares1.4K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

3.61%

Shares2.5K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

556.26%

Shares10.3K

Event2026-06-30

Filed2026-08-07

VTV

VANGUARD INDEX FDS

24.07%

Shares4.1K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

QUAL

ISHARES TR

-0.20%

Shares3.9K

Event2026-06-30

Filed2026-08-07

VISA INC

1.77%

Shares2.3K

Event2026-06-30

Filed2026-08-07

SPSM

SPDR SERIES TRUST

-0.41%

Shares13.5K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

-9.67%

Shares4.7K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

18.58%

Shares1.8K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

16.42%

Shares9.1K

Event2026-06-30

Filed2026-08-07

DUK

DUKE ENERGY CORP NEW

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

20.47%

Shares1.7K

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD SPECIALIZED FUNDS

2.92%

Shares2.5K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

-6.17%

Shares1.7K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-07

AESI

ATLAS ENERGY SOLUTIONS INC

-7.92%

Shares33.7K

Event2026-06-30

Filed2026-08-07

IYH

ISHARES TR

1.82%

Shares8.4K

Event2026-06-30

Filed2026-08-07

EFV

ISHARES TR

-0.43%

Shares6.4K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

-3.46%

Shares838

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

-0.48%

Shares1.2K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

0.00%

Shares372

Event2026-06-30

Filed2026-08-07

SCHF

SCHWAB STRATEGIC TR

-4.05%

Shares15.4K

Event2026-06-30

Filed2026-08-07

FITB

FIFTH THIRD BANCORP

0.36%

Shares7.5K

Event2026-06-30

Filed2026-08-07

CMCSA

COMCAST CORP NEW

0.00%

Shares16.7K

Event2026-06-30

Filed2026-08-07

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares10.1K

Event2026-06-30

Filed2026-08-07

MISL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares7.2K

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD TAX-MANAGED FDS

10.22%

Shares4.5K

Event2026-06-30

Filed2026-08-07

SCI

SERVICE CORP INTL

0.00%

Shares4.2K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

0.00%

Shares817

Event2026-06-30

Filed2026-08-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares646

Event2026-06-30

Filed2026-08-07

TPL

TEXAS PACIFIC LAND CORPORATI

-20.69%

Shares690

Event2026-06-30

Filed2026-08-07

CGUS

CAPITAL GROUP CORE EQUITY ET

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

New

Shares401

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

18.99%

Shares4.1K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

New

Shares270

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

0.00%

Shares307

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

0.00%

Shares824

Event2026-06-30

Filed2026-08-07

BARRICK MNG CORP

0.00%

Shares7.5K

Event2026-06-30

Filed2026-08-07

TFPM

TRIPLE FLAG PRECIOUS METAL

0.00%

Shares9.2K

Event2026-06-30

Filed2026-08-07

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-07

SII

SPROTT INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-07

MPC

MARATHON PETE CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

0.00%

Shares518

Event2026-06-30

Filed2026-08-07

NOC

NORTHROP GRUMMAN CORP

37.60%

Shares516

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD WORLD FD

New

Shares2.2K

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

21.73%

Shares493

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

-24.49%

Shares925

Event2026-06-30

Filed2026-08-07

COCA COLA CO

-4.16%

Shares2.9K

Event2026-06-30

Filed2026-08-07

BBEU

J P MORGAN EXCHANGE TRADED F

-17.79%

Shares3.0K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

-4.84%

Shares825

Event2026-06-30

Filed2026-08-07

BSM

BLACK STONE MINERALS L P

0.00%

Shares15.5K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-08-07

KEY

KEYCORP

-10.00%

Shares9.0K

Event2026-06-30

Filed2026-08-07

OEF

ISHARES TR

-22.18%

Shares565

Event2026-06-30

Filed2026-08-07

SHEL

SHELL PLC

-35.67%

Shares2.6K

Event2026-06-30

Filed2026-08-07

BGSF

BGSF INC

New

Shares20.0K

Event2026-06-30

Filed2026-08-07

ELUT

ELUTIA INC

0.00%

Shares12.6K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available