The Analysis of Indie Asset Partners, LLC's Holdings
Currently, Indie Asset Partners, LLC holds 78 types of securities in its portfolio with a total value $75.1M. In the most recent quarter, they have increased their positions in LLY (+7.9K shares, valued at $6.1M), PAAA (+54.9K shares, valued at $2.8M), ITA (+8.3K shares, valued at $1.7M); decreased their positions in MSFT (-708 shares, valued at $366.7K), SLYV (-2.0K shares, valued at $175.7K), VDE (-1.2K shares, valued at $150.7K); initiated new positions in PAAA (+54.9K shares, valued at $2.8M), CMCSA (+16.7K shares, valued at $523.9K), DUK (+3.8K shares, valued at $472.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
LLY ELI LILLY & CO9.2K shares623.80%2025-09-302025-11-06
VEU VANGUARD INTL EQUITY INDEX F80.4K shares1.43%2025-09-302025-11-06 AAPL APPLE INC20.5K shares-1.78%2025-09-302025-11-06 MSFT MICROSOFT CORP7.4K shares-8.77%2025-09-302025-11-06 NVDA NVIDIA CORPORATION16.8K shares4.03%2025-09-302025-11-06 PAAA PGIM ETF TR54.9K sharesnew addition2025-09-302025-11-06 ITA ISHARES TR12.2K shares211.43%2025-09-302025-11-06 DFIS DIMENSIONAL ETF TRUST70.4K shares0.81%2025-09-302025-11-06 SLYV SPDR SERIES TRUST23.7K shares-7.72%2025-09-302025-11-06 VDE VANGUARD WORLD FD16.4K shares-6.81%2025-09-302025-11-06 SCHG SCHWAB STRATEGIC TR64.2K shares0.63%2025-09-302025-11-06 SCHE SCHWAB STRATEGIC TR52.5K shares9.56%2025-09-302025-11-06 IGPT INVESCO EXCHANGE TRADED FD T27.7K shares-3.11%2025-09-302025-11-06 SCHD SCHWAB STRATEGIC TR54.2K shares-3.12%2025-09-302025-11-06 SLYG SPDR SERIES TRUST14.3K shares-3.13%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.3.8K shares-1.03%2025-09-302025-11-06 IYT ISHARES TR15.9K shares18.26%2025-09-302025-11-06 GDX VANECK ETF TRUST14.8K shares0.00%2025-09-302025-11-06 AMZN AMAZON COM INC5.1K shares-4.74%2025-09-302025-11-06 SCHB SCHWAB STRATEGIC TR39.8K shares0.00%2025-09-302025-11-06 XOM EXXON MOBIL CORP8.7K shares296.31%2025-09-302025-11-06 IVV ISHARES TR1.5K shares10.43%2025-09-302025-11-06 GLD SPDR GOLD TR2.5K shares-11.71%2025-09-302025-11-06 AMLP ALPS ETF TR18.4K shares-0.40%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR1.3K shares2.03%2025-09-302025-11-06 FBND FIDELITY MERRIMACK STR TR16.4K shares50.73%2025-09-302025-11-06 DNP DNP SELECT INCOME FD INC75.0K shares66.67%2025-09-302025-11-06 VOO VANGUARD INDEX FDS1.2K shares-0.17%2025-09-302025-11-06 IYH ISHARES TR11.8K shares-6.10%2025-09-302025-11-06 CVX CHEVRON CORP NEW4.3K shares125.46%2025-09-302025-11-06 META META PLATFORMS INC892 shares-6.79%2025-09-302025-11-06 SPSM SPDR SERIES TRUST13.8K shares-0.23%2025-09-302025-11-06 QUAL ISHARES TR3.2K shares85.10%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2025-09-302025-11-06 TSLA TESLA INC1.3K shares0.16%2025-09-302025-11-06 VTI VANGUARD INDEX FDS1.7K shares-0.99%2025-09-302025-11-06 DYNF BLACKROCK ETF TRUST8.9K shares140.60%2025-09-302025-11-06 CMCSA COMCAST CORP NEW16.7K sharesnew addition2025-09-302025-11-06 MPC MARATHON PETE CORP2.6K shares0.00%2025-09-302025-11-06 AESI ATLAS ENERGY SOLUTIONS INC43.6K shares0.81%2025-09-302025-11-06 DUK DUKE ENERGY CORP NEW3.8K sharesnew addition2025-09-302025-11-06 VUG VANGUARD INDEX FDS920 shares18.40%2025-09-302025-11-06 GOOGL ALPHABET INC1.8K shares-5.25%2025-09-302025-11-06 MCD MCDONALDS CORP1.4K shares0.00%2025-09-302025-11-06 CEF SPROTT ASSET MANAGEMENT LP10.6K shares0.00%2025-09-302025-11-06 V VISA INC1.1K shares-1.74%2025-09-302025-11-06 VIG VANGUARD SPECIALIZED FUNDS1.8K shares21.55%2025-09-302025-11-06 IJH ISHARES TR5.8K shares8.06%2025-09-302025-11-06 SCI SERVICE CORP INTL4.2K shares0.00%2025-09-302025-11-06 TPL TEXAS PACIFIC LAND CORPORATI340 shares-12.82%2025-09-302025-11-06 IEFA ISHARES TR3.5K shares0.72%2025-09-302025-11-06 MISL FIRST TR EXCHANGE-TRADED FD7.2K sharesnew addition2025-09-302025-11-06 SHEL SHELL PLC4.1K shares0.00%2025-09-302025-11-06 GE GE AEROSPACE966 shares0.00%2025-09-302025-11-06 NOC NORTHROP GRUMMAN CORP475 shares0.00%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS4.8K shares1.04%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW307 shares-8.90%2025-09-302025-11-06 MO ALTRIA GROUP INC4.2K shares0.05%2025-09-302025-11-06 GOOG ALPHABET INC1.1K sharesnew addition2025-09-302025-11-06 TFPM TRIPLE FLAG PRECIOUS METAL9.2K shares0.00%2025-09-302025-11-06 CGUS CAPITAL GROUP CORE EQUITY ET6.7K shares0.00%2025-09-302025-11-06 AMT AMERICAN TOWER CORP NEW1.4K shares0.00%2025-09-302025-11-06 VTV VANGUARD INDEX FDS1.4K sharesnew addition2025-09-302025-11-06 BBEU J P MORGAN EXCHANGE TRADED F3.6K shares0.00%2025-09-302025-11-06 VV VANGUARD INDEX FDS824 sharesnew addition2025-09-302025-11-06 LMT LOCKHEED MARTIN CORP507 shares0.00%2025-09-302025-11-06 WRB BERKLEY W R CORP3.3K shares0.00%2025-09-302025-11-06 FITB FIFTH THIRD BANCORP5.6K shares0.32%2025-09-302025-11-06 B BARRICK MNG CORP7.5K sharesnew addition2025-09-302025-11-06 IBM INTERNATIONAL BUSINESS MACHS832 sharesnew addition2025-09-302025-11-06 AVGO BROADCOM INC700 sharesnew addition2025-09-302025-11-06 KO COCA COLA CO3.1K shares-0.63%2025-09-302025-11-06 SCHF SCHWAB STRATEGIC TR8.8K sharesnew addition2025-09-302025-11-06 BSM BLACK STONE MINERALS L P15.5K shares0.00%2025-09-302025-11-06 VGT VANGUARD WORLD FD272 sharesnew addition2025-09-302025-11-06 SII SPROTT INC2.4K sharesnew addition2025-09-302025-11-06 KEY KEYCORP10.0K shares0.00%2025-09-302025-11-06 AREC AMERICAN RES CORP25.0K shares0.00%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available