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

Currently, Indie Asset Partners, LLC holds 83 types of securities in its portfolio with a total value $87.8M. In the most recent quarter, they have increased their positions in AAPL (+6.1K shares, valued at $1.5M), PAAA (+14.0K shares, valued at $717.4K), DNP (+57.5K shares, valued at $592.5K); decreased their positions in USO (-27.7K shares, valued at $3.5M), LLY (-2.3K shares, valued at $2.1M), N/A (-12.7K shares, valued at $1.7M); initiated new positions in MPC (+1.1K shares, valued at $258.8K), MA (+518 shares, valued at $258.8K), LMT (+405 shares, valued at $244.8K).

1M P&L

+4.3M+5.15%

3M P&L

+342.9K+0.39%

HY P&L

+4.8M+5.74%

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/A49.6M

59.8%

2Drug Manufacturers - General8.5M

10.3%

3Consumer Electronics7.0M

8.4%

Top Industries by Stock Count

1N/A40 stocks

54.1%

2Oil & Gas Integrated3 stocks

4.1%

3Oil & Gas E&P2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LLY ELI LILLY & CO9.3K shares-19.61%2026-03-312026-05-08

AAPL APPLE INC27.5K shares28.35%2026-03-312026-05-08

VEU VANGUARD INTL EQUITY INDEX F87.9K shares8.71%2026-03-312026-05-08

PAAA PGIM ETF TR110.3K shares14.57%2026-03-312026-05-08

MSFT MICROSOFT CORP8.2K shares7.10%2026-03-312026-05-08

ITA ISHARES TR13.2K shares7.18%2026-03-312026-05-08

VDE VANGUARD WORLD FD14.8K shares-2.94%2026-03-312026-05-08

DFIS DIMENSIONAL ETF TRUST71.5K shares3.74%2026-03-312026-05-08

Sponsored

NVDA NVIDIA CORPORATION13.1K shares0.73%2026-03-312026-05-08

SCHE SCHWAB STRATEGIC TR62.4K shares25.48%2026-03-312026-05-08

SLYV SPDR SERIES TRUST21.6K shares-2.21%2026-03-312026-05-08

SCHG SCHWAB STRATEGIC TR61.6K shares-4.14%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR55.9K shares5.23%2026-03-312026-05-08

IYT ISHARES TR21.3K shares35.00%2026-03-312026-05-08

IGPT INVESCO EXCHANGE TRADED FD T25.6K shares-2.14%2026-03-312026-05-08

AMZN AMAZON COM INC6.9K shares3.61%2026-03-312026-05-08

Sponsored

DNP DNP SELECT INCOME FD INC134.5K shares74.70%2026-03-312026-05-08

GDX VANECK ETF TRUST14.8K shares0.00%2026-03-312026-05-08

IVV ISHARES TR2.0K shares-0.10%2026-03-312026-05-08

DYNF BLACKROCK ETF TRUST21.1K shares26.67%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO4.1K shares3.43%2026-03-312026-05-08

FBND FIDELITY MERRIMACK STR TR25.9K shares24.40%2026-03-312026-05-08

SLYG SPDR SERIES TRUST11.9K shares-3.05%2026-03-312026-05-08

CVX CHEVRON CORPORATION5.2K shares7.13%2026-03-312026-05-08

Sponsored

GLD SPDR GOLD TR2.4K shares1.96%2026-03-312026-05-08

ALPS ETF TR ALPS ETF TR17.9K shares2.87%2026-03-312026-05-08

SCHB SCHWAB STRATEGIC TR35.2K shares-7.08%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares1.21%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T1.2K shares-6.69%2026-03-312026-05-08

QUAL ISHARES TR3.9K shares9.13%2026-03-312026-05-08

V VISA INC2.3K shares63.07%2026-03-312026-05-08

VUG VANGUARD INDEX FDS1.6K shares14.64%2026-03-312026-05-08

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.2K shares-70.90%2026-03-312026-05-08

SPSM SPDR SERIES TRUST13.6K shares0.01%2026-03-312026-05-08

VTV VANGUARD INDEX FDS3.3K shares14.94%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares2.72%2026-03-312026-05-08

TSLA TESLA INC1.5K shares-0.32%2026-03-312026-05-08

IJH ISHARES TR7.8K shares12.34%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS2.4K shares5.87%2026-03-312026-05-08

VTI VANGUARD INDEX FDS1.6K shares-4.95%2026-03-312026-05-08

Sponsored

ALPHABET INC ALPHABET INC1.8K shares-3.34%2026-03-312026-05-08

IYH ISHARES TR8.2K shares-22.34%2026-03-312026-05-08

META META PLATFORMS INC868 shares-11.70%2026-03-312026-05-08

AESI ATLAS ENERGY SOLUTIONS INC36.6K shares-14.47%2026-03-312026-05-08

CEF SPROTT ASSET MANAGEMENT LP10.1K shares-4.73%2026-03-312026-05-08

EFV ISHARES TR6.5K shares28.45%2026-03-312026-05-08

CMCSA COMCAST CORP NEW16.7K shares0.00%2026-03-312026-05-08

ALPHABET INC ALPHABET INC1.4K shares0.35%2026-03-312026-05-08

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI870 shares-12.12%2026-03-312026-05-08

SCHF SCHWAB STRATEGIC TR16.0K shares20.01%2026-03-312026-05-08

MCD MCDONALDS CORP1.2K shares-7.96%2026-03-312026-05-08

SHEL SHELL PLC4.1K shares0.00%2026-03-312026-05-08

USO UNITED STS OIL FD LP2.9K shares-90.52%2026-03-312026-05-08

XOM EXXON MOBIL CORP2.2K shares-74.95%2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE1.2K shares8.12%2026-03-312026-05-08

FITB FIFTH THIRD BANCORP7.5K shares34.00%2026-03-312026-05-08

Sponsored

SII SPROTT INC2.4K shares0.00%2026-03-312026-05-08

SCI SERVICE CORP INTL4.2K shares0.00%2026-03-312026-05-08

GEV GE VERNOVA INC372 shares6.59%2026-03-312026-05-08

MISL FIRST TR EXCHANGE-TRADED FD7.2K shares0.00%2026-03-312026-05-08

TFPM TRIPLE FLAG PRECIOUS METAL9.2K shares0.00%2026-03-312026-05-08

BARRICK MNG CORP BARRICK MNG CORP7.5K shares0.00%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION307 shares-2.23%2026-03-312026-05-08

BBEU J P MORGAN EXCHANGE TRADED F3.6K shares0.00%2026-03-312026-05-08

Sponsored

VEA VANGUARD TAX-MANAGED FDS4.1K shares-6.63%2026-03-312026-05-08

MPC MARATHON PETE CORP1.1K sharesnew addition2026-03-312026-05-08

MA MASTERCARD INCORPORATED518 sharesnew addition2026-03-312026-05-08

IEFA ISHARES TR2.8K shares3.41%2026-03-312026-05-08

CGUS CAPITAL GROUP CORE EQUITY ET6.7K shares0.00%2026-03-312026-05-08

NOC NORTHROP GRUMMAN CORP375 shares-1.06%2026-03-312026-05-08

BROADCOM INC BROADCOM INC817 shares9.08%2026-03-312026-05-08

VV VANGUARD INDEX FDS824 shares0.00%2026-03-312026-05-08

Sponsored

LMT LOCKHEED MARTIN CORP405 sharesnew addition2026-03-312026-05-08

BSM BLACK STONE MINERALS L P15.5K shares0.00%2026-03-312026-05-08

OEF ISHARES TR726 shares3.57%2026-03-312026-05-08

KO COCA COLA CO3.0K shares-1.25%2026-03-312026-05-08

MO ALTRIA GROUP INC3.4K sharesnew addition2026-03-312026-05-08

WRB BERKLEY W R CORP3.3K shares0.00%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS867 shares5.73%2026-03-312026-05-08

AMT AMERICAN TOWER CORP1.2K shares-16.61%2026-03-312026-05-08

Sponsored

KEY KEYCORP10.0K shares0.00%2026-03-312026-05-08

SCO PROSHARES TR II14.7K sharesnew addition2026-03-312026-05-08

ELUT ELUTIA INC12.6K shares0.00%2026-03-312026-05-08

LLY

ELI LILLY & CO

-19.61%

Shares9.3K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

28.35%

Shares27.5K

Event2026-03-31

Filed2026-05-08

VEU

VANGUARD INTL EQUITY INDEX F

8.71%

Shares87.9K

Event2026-03-31

Filed2026-05-08

PAAA

PGIM ETF TR

14.57%

Shares110.3K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

7.10%

Shares8.2K

Event2026-03-31

Filed2026-05-08

ITA

ISHARES TR

7.18%

Shares13.2K

Event2026-03-31

Filed2026-05-08

VDE

VANGUARD WORLD FD

-2.94%

Shares14.8K

Event2026-03-31

Filed2026-05-08

DFIS

DIMENSIONAL ETF TRUST

3.74%

Shares71.5K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

0.73%

Shares13.1K

Event2026-03-31

Filed2026-05-08

SCHE

SCHWAB STRATEGIC TR

25.48%

Shares62.4K

Event2026-03-31

Filed2026-05-08

SLYV

SPDR SERIES TRUST

-2.21%

Shares21.6K

Event2026-03-31

Filed2026-05-08

SCHG

SCHWAB STRATEGIC TR

-4.14%

Shares61.6K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR

5.23%

Shares55.9K

Event2026-03-31

Filed2026-05-08

IYT

ISHARES TR

35.00%

Shares21.3K

Event2026-03-31

Filed2026-05-08

IGPT

INVESCO EXCHANGE TRADED FD T

-2.14%

Shares25.6K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

3.61%

Shares6.9K

Event2026-03-31

Filed2026-05-08

DNP

DNP SELECT INCOME FD INC

74.70%

Shares134.5K

Event2026-03-31

Filed2026-05-08

GDX

VANECK ETF TRUST

0.00%

Shares14.8K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

-0.10%

Shares2.0K

Event2026-03-31

Filed2026-05-08

DYNF

BLACKROCK ETF TRUST

26.67%

Shares21.1K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

3.43%

Shares4.1K

Event2026-03-31

Filed2026-05-08

FBND

FIDELITY MERRIMACK STR TR

24.40%

Shares25.9K

Event2026-03-31

Filed2026-05-08

SLYG

SPDR SERIES TRUST

-3.05%

Shares11.9K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

7.13%

Shares5.2K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

1.96%

Shares2.4K

Event2026-03-31

Filed2026-05-08

ALPS ETF TR

2.87%

Shares17.9K

Event2026-03-31

Filed2026-05-08

SCHB

SCHWAB STRATEGIC TR

-7.08%

Shares35.2K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

1.21%

Shares1.3K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

-6.69%

Shares1.2K

Event2026-03-31

Filed2026-05-08

QUAL

ISHARES TR

9.13%

Shares3.9K

Event2026-03-31

Filed2026-05-08

VISA INC

63.07%

Shares2.3K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

14.64%

Shares1.6K

Event2026-03-31

Filed2026-05-08

DUKE ENERGY CORP NEW

-70.90%

Shares5.2K

Event2026-03-31

Filed2026-05-08

SPSM

SPDR SERIES TRUST

0.01%

Shares13.6K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

14.94%

Shares3.3K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

2.72%

Shares1.3K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

-0.32%

Shares1.5K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

12.34%

Shares7.8K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

5.87%

Shares2.4K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

-4.95%

Shares1.6K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-3.34%

Shares1.8K

Event2026-03-31

Filed2026-05-08

IYH

ISHARES TR

-22.34%

Shares8.2K

Event2026-03-31

Filed2026-05-08