The Analysis of Indie Asset Partners, LLC's Holdings
Currently, Indie Asset Partners, LLC holds 81 types of securities in its portfolio with a total value $89.7M. In the most recent quarter, they have increased their positions in LLY (+2.3K shares, valued at $2.5M), PAAA (+41.4K shares, valued at $2.1M), USO (+30.6K shares, valued at $2.1M); decreased their positions in NVDA (-3.8K shares, valued at $713.6K), SLYG (-2.0K shares, valued at $192.2K), SLYV (-1.6K shares, valued at $147.0K); initiated new positions in USO (+30.6K shares, valued at $2.1M), EFV (+5.0K shares, valued at $358.6K), OEF (+701 shares, valued at $240.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
LLY ELI LILLY & CO11.5K shares25.20%2025-12-312026-02-03
VEU VANGUARD INTL EQUITY INDEX F80.8K shares0.46%2025-12-312026-02-03 AAPL APPLE INC21.4K shares4.56%2025-12-312026-02-03 PAAA PGIM ETF TR96.2K shares75.45%2025-12-312026-02-03 MSFT MICROSOFT CORP7.6K shares3.49%2025-12-312026-02-03 ITA ISHARES TR12.3K shares0.86%2025-12-312026-02-03 NVDA NVIDIA CORPORATION13.0K shares-22.79%2025-12-312026-02-03 DFIS DIMENSIONAL ETF TRUST68.9K shares-2.13%2025-12-312026-02-03 USO UNITED STS OIL FD LP30.6K sharesnew addition2025-12-312026-02-03 SCHG SCHWAB STRATEGIC TR64.2K shares0.00%2025-12-312026-02-03 SLYV SPDR SERIES TRUST22.1K shares-6.82%2025-12-312026-02-03 VDE VANGUARD WORLD FD15.3K shares-6.65%2025-12-312026-02-03 SCHE SCHWAB STRATEGIC TR49.7K shares-5.35%2025-12-312026-02-03 IGPT INVESCO EXCHANGE TRADED FD T26.2K shares-5.63%2025-12-312026-02-03 AMZN AMAZON COM INC6.6K shares29.77%2025-12-312026-02-03 SCHD SCHWAB STRATEGIC TR53.1K shares-2.05%2025-12-312026-02-03 IVV ISHARES TR2.0K shares38.40%2025-12-312026-02-03 JPM JPMORGAN CHASE & CO.4.0K shares5.29%2025-12-312026-02-03 GDX VANECK ETF TRUST14.8K shares-0.07%2025-12-312026-02-03 IYT ISHARES TR15.8K shares-1.00%2025-12-312026-02-03 SLYG SPDR SERIES TRUST12.3K shares-14.26%2025-12-312026-02-03 XOM EXXON MOBIL CORP8.7K shares-0.46%2025-12-312026-02-03 DYNF BLACKROCK ETF TRUST16.7K shares88.10%2025-12-312026-02-03 SCHB SCHWAB STRATEGIC TR37.9K shares-4.70%2025-12-312026-02-03 FBND FIDELITY MERRIMACK STR TR20.8K shares26.40%2025-12-312026-02-03 GLD SPDR GOLD TR2.4K shares-5.90%2025-12-312026-02-03 SPY SPDR S&P 500 ETF TR1.3K shares0.00%2025-12-312026-02-03 ALPS ETF TR ALPS ETF TR17.4K shares-5.42%2025-12-312026-02-03 DNP DNP SELECT INCOME FD INC77.0K shares2.67%2025-12-312026-02-03 CVX CHEVRON CORP NEW4.8K shares11.87%2025-12-312026-02-03 QUAL ISHARES TR3.6K shares11.21%2025-12-312026-02-03 TSLA TESLA INC1.5K shares21.28%2025-12-312026-02-03 IYH ISHARES TR10.6K shares-10.19%2025-12-312026-02-03 VUG VANGUARD INDEX FDS1.4K shares48.48%2025-12-312026-02-03 META META PLATFORMS INC983 shares10.20%2025-12-312026-02-03 SPSM SPDR SERIES TRUST13.6K shares-1.61%2025-12-312026-02-03 ALPHABET INC ALPHABET INC1.8K shares1.27%2025-12-312026-02-03 VTI VANGUARD INDEX FDS1.7K shares-1.76%2025-12-312026-02-03 VTV VANGUARD INDEX FDS2.8K shares102.56%2025-12-312026-02-03 VIG VANGUARD SPECIALIZED FUNDS2.3K shares29.38%2025-12-312026-02-03 CMCSA COMCAST CORP NEW16.7K shares0.00%2025-12-312026-02-03 V VISA INC1.4K shares22.70%2025-12-312026-02-03 CEF SPROTT ASSET MANAGEMENT LP10.6K shares0.00%2025-12-312026-02-03 IJH ISHARES TR6.9K shares20.29%2025-12-312026-02-03 ALPHABET INC ALPHABET INC1.4K shares29.72%2025-12-312026-02-03 MCD MCDONALDS CORP1.3K shares-1.63%2025-12-312026-02-03 AESI ATLAS ENERGY SOLUTIONS INC42.8K shares-1.72%2025-12-312026-02-03 EFV ISHARES TR5.0K sharesnew addition2025-12-312026-02-03 GE AEROSPACE GE AEROSPACE1.1K shares18.63%2025-12-312026-02-03 SCI SERVICE CORP INTL4.2K shares0.00%2025-12-312026-02-03 SCHF SCHWAB STRATEGIC TR13.4K shares52.19%2025-12-312026-02-03 MISL FIRST TR EXCHANGE-TRADED FD7.2K shares0.00%2025-12-312026-02-03 TFPM TRIPLE FLAG PRECIOUS METAL9.2K shares0.00%2025-12-312026-02-03 SHEL SHELL PLC4.1K shares0.00%2025-12-312026-02-03 TPL TEXAS PACIFIC LAND CORPORATI990 shares191.18%2025-12-312026-02-03 VEA VANGUARD TAX-MANAGED FDS4.4K shares-8.48%2025-12-312026-02-03 COST COSTCO WHSL CORP NEW314 shares2.28%2025-12-312026-02-03 CGUS CAPITAL GROUP CORE EQUITY ET6.7K shares0.00%2025-12-312026-02-03 BBEU J P MORGAN EXCHANGE TRADED F3.6K shares0.00%2025-12-312026-02-03 FITB FIFTH THIRD BANCORP5.6K shares0.54%2025-12-312026-02-03 VV VANGUARD INDEX FDS824 shares0.00%2025-12-312026-02-03 BROADCOM INC BROADCOM INC749 shares7.00%2025-12-312026-02-03 AMT AMERICAN TOWER CORP NEW1.4K shares3.22%2025-12-312026-02-03 IEFA ISHARES TR2.8K shares-21.40%2025-12-312026-02-03 IBM INTERNATIONAL BUSINESS MACHS820 shares-1.44%2025-12-312026-02-03 OEF ISHARES TR701 sharesnew addition2025-12-312026-02-03 SII SPROTT INC2.4K shares0.00%2025-12-312026-02-03 WRB BERKLEY W R CORP3.3K shares0.00%2025-12-312026-02-03 GEV GE VERNOVA INC349 sharesnew addition2025-12-312026-02-03 BLACKSTONE INC BLACKSTONE INC1.4K sharesnew addition2025-12-312026-02-03 NOC NORTHROP GRUMMAN CORP379 shares-20.21%2025-12-312026-02-03 KO COCA COLA CO3.0K shares-3.40%2025-12-312026-02-03 KEY KEYCORP10.0K shares0.00%2025-12-312026-02-03 BSM BLACK STONE MINERALS L P15.5K shares0.00%2025-12-312026-02-03 VGT VANGUARD WORLD FD272 shares0.00%2025-12-312026-02-03 HD HOME DEPOT INC592 sharesnew addition2025-12-312026-02-03 ELUT ELUTIA INC12.6K sharesnew addition2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available