Indie Asset Partners, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), Indie Asset Partners, LLC reported 101 stock positions worth $125.6 million. Its top holding was Eli Lilly (LLY) at 43.8% of the portfolio, followed by Apple (AAPL, 6.3%) and Microsoft (MSFT, 3.4%). Compared with Q1 2024, it opened 17 new positions, sold out of 2, added to 47 and reduced 26. The biggest buy was Apple (AAPL, shares +4%) and the biggest sale Eli Lilly (LLY, shares −7%).

Most Recent 13F
Q2 2026
Location
CARMEL, IN
CIK
0001802244
Portfolio Value
$125.6M (Q2 2024)
SEC Filing
0001802244-24-000006 ↗ filed Aug 5, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $112.4M Q1 2024 Q2 2024: $125.6M $125.6M Q2 2024 Q3 2024: $133.5M Q3 2024 Q4 2024: $127.3M Q4 2024 Q1 2025: $115.4M Q1 2025 Q2 2025: $55.0M Q2 2025 Q3 2025: $75.1M Q3 2025 Q4 2025: $89.7M Q4 2025 Q1 2026: $87.8M Q1 2026 Q2 2026: $104.4M Q2 2026

Holdings 101 stocks · $125.6M
LLY Eli Lilly & Co. 43.76% 60,698 $55.0M Reduce -6.6%
AAPL Apple Inc. 6.29% 37,529 $7.9M Add +3.6%
MSFT Microsoft Corp. 3.38% 9,496 $4.2M Add +3.1%
META Meta Platforms Inc. Class A 2.29% 5,703 $2.9M Add +7.5%
SLYV SS SPDR S&P 600 SC Val ETF 1.99% 31,969 $2.5M Reduce -3.8%
VDE Vanguard Energy ETF 1.94% 19,106 $2.4M Reduce -4.9%
AMZN Amazon.com Inc. 1.51% 9,831 $1.9M Add +10.7%
AESI Atlas Energy Solutions Inc. 1.45% 91,336 $1.8M Reduce -5.9%
SCHD Schwab US DVD Equity ETF 1.39% 22,431 $1.7M Add +12.8%
TLT iShares 20+ Year Treasury BD 1.33% 18,231 $1.7M Reduce -32.1%
SLYG SS SPDR S&P 600 SC GR ETF 1.22% 17,917 $1.5M No change
NVDA Nvidia Corp. 1.18% 12,026 $1.5M Add +34.5%
IYH iShares U.S. Healthcare ETF 1.12% 22,975 $1.4M Add +7.0%
SCHG Schwab US Large-Cap Growth 1.03% 12,825 $1.3M Add +2.8%
JPM JPMorgan Chase & Co. 1.02% 6,349 $1.3M Add +172.4%
JPIE JPMorgan Income ETF 0.89% 24,624 $1.1M Add +79.0%
IGPT Invesco AI and Next Gen Soft 0.88% 23,368 $1.1M Add +263.0%
GBTC Grayscale Bitcoin Trust ETF 0.85% 20,019 $1.1M No change
AMLP Alerian MLP ETF 0.79% 20,775 $997K No change
IYT iShares US Transportation Et 0.78% 15,032 $984K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.73% 1,687 $918K Add +22.8%
SCHB Schwab US Broad Market ETF 0.73% 14,496 $911K No change
XOM Exxon Mobil Corp. 0.71% 7,702 $887K Add +13.5%
GOOGL Alphabet Inc. Class A 0.70% 4,849 $883K Add +13.2%
JEPI JPMorgan Equity Premium Inco 0.69% 15,348 $870K Add +49.0%
AVGO Broadcom Inc. 0.69% 539 $865K Add +8.2%
MCD McDonald's Corp. 0.59% 2,926 $746K Add +1.1%
ELV Elevance Health Inc. 0.56% 1,301 $705K Reduce -9.5%
V Visa Inc. Class A 0.52% 2,506 $658K Reduce -11.4%
GLD SPDR Gold Shares 0.51% 2,985 $642K Add +9.5%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.51% 706 $637K Add +0.1%
SPSM SS SPDR P S&P 600 Small Cap 0.49% 14,684 $610K Reduce -0.1%
KO The Coca-Cola Co. 0.48% 9,383 $597K Reduce -0.7%
CMI Cummins Inc. 0.46% 2,102 $582K Add +4.6%
BRK.B Berkshire Hathaway Inc. Class B 0.45% 1,393 $567K Add +3.9%
PEP Pepsico Inc. 0.45% 3,398 $560K Reduce -21.4%
TPL Texas Pacific Land Corp. 0.42% 715 $525K Reduce -6.5%
WMT Walmart Inc. 0.41% 7,675 $520K Add +13.4%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.40% 9,142 $507K New
GOOG Alphabet Inc. Class C 0.40% 2,722 $499K Add +17.3%
HELO JPMorgan Hedged Equity ETF 0.39% 8,460 $495K New
MPC Marathon Petroleum Corp. 0.37% 2,650 $460K Reduce -0.2%
PFE Pfizer Inc. 0.36% 15,943 $446K Reduce -2.6%
DNP DNP Select Income Fund Inc. 0.35% 54,112 $445K No change
VTI VG Morningstar TS MKT ETF-US 0.34% 1,607 $430K Add +81.2%
NVO Novo-Nordisk A/S-Spons ADR 0.34% 3,002 $429K Add +30.4%
INBK First Internet Bancorp 0.34% 15,659 $423K Add +39.2%
IVV iShares Core S&P 500 ETF 0.33% 761 $417K New
MO Altria Group Inc. 0.33% 9,116 $415K Reduce -0.2%
CAT Caterpillar Inc. 0.33% 1,235 $412K Add +0.1%
TSLA Tesla Inc. 0.32% 2,062 $408K Add +11.0%
UCON First Trust Smith Unconstrai 0.31% 16,074 $393K New
SHW The Sherwin-Williams Co. 0.31% 1,301 $388K Reduce -51.2%
LRCX Lam Research Corp. 0.30% 351 $374K Reduce -7.4%
GDX Vaneck Gold Miners ETF 0.29% 10,900 $370K Reduce -0.9%
ABBV Abbvie Inc. 0.29% 2,145 $368K Reduce -29.4%
LMT Lockheed Martin Corp. 0.28% 761 $356K Add +3.4%
CVX Chevron Corp. 0.28% 2,256 $353K Reduce -0.3%
AMGN Amgen Inc. 0.28% 1,128 $352K Add +7.7%
ONEY SS SPDR R1000 Yield Foc ETF 0.27% 3,316 $344K New
UNH Unitedhealth Group Inc. 0.27% 675 $344K Add +17.6%
QCOM Qualcomm Inc. 0.27% 1,689 $336K Add +6.1%
VIG Vanguard Dividend Apprec ETF 0.26% 1,767 $322K Reduce -25.7%
SHEL Shell PLC-ADR 0.25% 4,365 $315K No change
VOO Vanguard S&P 500 ETF 0.24% 614 $307K New
HD Home Depot Inc. 0.24% 862 $297K Add +4.9%
SCI Service Corp. International 0.24% 4,161 $296K No change
PG The Procter & Gamble Co. 0.24% 1,791 $295K Add +20.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.23% 7,404 $294K Add +7.2%
FDX FedEx Corp. 0.23% 964 $289K Reduce -0.9%
JNJ Johnson & Johnson 0.23% 1,970 $288K Reduce -23.6%
SPG Simon Property Group Inc. 0.23% 1,891 $287K Add +29.3%
QQQ Invesco QQQ Trust Series 1 0.23% 596 $285K Reduce -19.9%
URA Global X Uranium ETF 0.23% 9,762 $283K Reduce -9.3%
JPST JPMorgan Ultra-Short Income 0.22% 5,562 $281K Add +0.7%
BUFR FT Vest Lad Buffervetf-Usd I 0.21% 9,120 $264K New
SHOP Shopify Inc. Class A 0.21% 3,980 $263K Add +0.6%
FAST Fastenal Co. 0.21% 4,177 $262K Add +6.0%
COST Costco Wholesale Corp. 0.20% 297 $252K New
BWXT BWX Technologies Inc. 0.20% 2,587 $246K Add +16.1%
LVHI Franklin International Low V 0.20% 8,271 $245K New
IWF iShares Russell 1000 Growth 0.20% 672 $245K Add +7.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 1,411 $244K Add +16.7%
LIN Linde PLC 0.19% 541 $238K New
FTCS First Trust Capital Strength 0.19% 2,817 $237K Add +0.1%
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 0.17% 6,789 $219K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.17% 2,184 $217K Add +11.9%
LOW Lowe's Cos Inc. 0.17% 983 $217K New
BBEU JPMorgan Betabuilders Europe 0.17% 3,649 $215K New
JTEK JPMorgan US Tech Leaders 0.17% 3,071 $213K New
T AT&T Inc. 0.17% 10,843 $207K Reduce -6.3%
SMR Nuscale Power Corp. 0.16% 17,550 $205K Add +7.0%
AMD Advanced Micro Devices 0.16% 1,238 $201K New
BUFD FT VST Lad Deep Buf ETF-Usdi 0.16% 8,250 $201K New
MEAR Ishrs Short Mat Muni Act ETF 0.16% 4,000 $201K New
KEY Keycorp 0.12% 10,950 $156K No change
KOS Kosmos Energy Ltd. 0.08% 18,910 $105K Reduce -11.7%
MPT Medical Properties Trust Inc. 0.04% 12,721 $55K Add +1.5%
SIRI Sirius XM Holdings Inc. 0.02% 11,000 $31K No change
AREC American Resources Corp. 0.01% 25,000 $18K No change

Show all 101 holdings

Portfolio Sells Q1 2024 → Q2 2024
LLY Eli Lilly & Co. Reduce -6.6% 43.76% −1.23
TLT iShares 20+ Year Treasury BD Reduce -32.1% 1.33% −0.93
SHW The Sherwin-Williams Co. Reduce -51.2% 0.31% −0.52
AESI Atlas Energy Solutions Inc. Reduce -5.9% 1.45% −0.51
SLYV SS SPDR S&P 600 SC Val ETF Reduce -3.8% 1.99% −0.46
VDE Vanguard Energy ETF Reduce -4.9% 1.94% −0.41
VEGI iShares MSCI Agriculture Pro Sold out 0.00% −0.24
PEP Pepsico Inc. Reduce -21.4% 0.45% −0.23
NSC Norfolk Southern Corp. Sold out 0.00% −0.20
ABBV Abbvie Inc. Reduce -29.4% 0.29% −0.20
V Visa Inc. Class A Reduce -11.4% 0.52% −0.18
JNJ Johnson & Johnson Reduce -23.6% 0.23% −0.13
VIG Vanguard Dividend Apprec ETF Reduce -25.7% 0.26% −0.13
MPC Marathon Petroleum Corp. Reduce -0.2% 0.37% −0.11
ELV Elevance Health Inc. Reduce -9.5% 0.56% −0.10
SPSM SS SPDR P S&P 600 Small Cap Reduce -0.1% 0.49% −0.08
QQQ Invesco QQQ Trust Series 1 Reduce -19.9% 0.23% −0.07
URA Global X Uranium ETF Reduce -9.3% 0.23% −0.05
PFE Pfizer Inc. Reduce -2.6% 0.36% −0.05
KO The Coca-Cola Co. Reduce -0.7% 0.48% −0.04
CVX Chevron Corp. Reduce -0.3% 0.28% −0.04
KOS Kosmos Energy Ltd. Reduce -11.7% 0.08% −0.03
LRCX Lam Research Corp. Reduce -7.4% 0.30% −0.03
MO Altria Group Inc. Reduce -0.2% 0.33% −0.02
FDX FedEx Corp. Reduce -0.9% 0.23% −0.02
T AT&T Inc. Reduce -6.3% 0.17% −0.02
GDX Vaneck Gold Miners ETF Reduce -0.9% 0.29% −0.01
TPL Texas Pacific Land Corp. Reduce -6.5% 0.42% +0.02

Portfolio Buys Q1 2024 → Q2 2024
AAPL Apple Inc. Add +3.6% 6.29% +0.76
IGPT Invesco AI and Next Gen Soft Add +263.0% 0.88% +0.62
JPM JPMorgan Chase & Co. Add +172.4% 1.02% +0.61
NVDA Nvidia Corp. Add +34.5% 1.18% +0.46
JEPQ JPM Nasdaq Equity Premium New 0.40% +0.40
HELO JPMorgan Hedged Equity ETF New 0.39% +0.39
JPIE JPMorgan Income ETF Add +79.0% 0.89% +0.33
IVV iShares Core S&P 500 ETF New 0.33% +0.33
UCON First Trust Smith Unconstrai New 0.31% +0.31
ONEY SS SPDR R1000 Yield Foc ETF New 0.27% +0.27
VOO Vanguard S&P 500 ETF New 0.24% +0.24
BUFR FT Vest Lad Buffervetf-Usd I New 0.21% +0.21
COST Costco Wholesale Corp. New 0.20% +0.20
LVHI Franklin International Low V New 0.20% +0.20
LIN Linde PLC New 0.19% +0.19
CGUS Cap Group Core Equity New 0.17% +0.17
LOW Lowe's Cos Inc. New 0.17% +0.17
BBEU JPMorgan Betabuilders Europe New 0.17% +0.17
JTEK JPMorgan US Tech Leaders New 0.17% +0.17
JEPI JPMorgan Equity Premium Inco Add +49.0% 0.69% +0.16
AMD Advanced Micro Devices New 0.16% +0.16
BUFD FT VST Lad Deep Buf ETF-Usdi New 0.16% +0.16
MEAR Ishrs Short Mat Muni Act ETF New 0.16% +0.16
VTI VG Morningstar TS MKT ETF-US Add +81.2% 0.34% +0.14
GOOGL Alphabet Inc. Class A Add +13.2% 0.70% +0.13
AVGO Broadcom Inc. Add +8.2% 0.69% +0.10
SPY SS SPDR S&P 500 ETF Trust-US Add +22.8% 0.73% +0.09
AMZN Amazon.com Inc. Add +10.7% 1.51% +0.09
SMR Nuscale Power Corp. Add +7.0% 0.16% +0.09
GOOG Alphabet Inc. Class C Add +17.3% 0.40% +0.08
NVO Novo-Nordisk A/S-Spons ADR Add +30.4% 0.34% +0.08
WMT Walmart Inc. Add +13.4% 0.41% +0.05
TSLA Tesla Inc. Add +11.0% 0.32% +0.03
QCOM Qualcomm Inc. Add +6.1% 0.27% +0.03
SPG Simon Property Group Inc. Add +29.3% 0.23% +0.02
UNH Unitedhealth Group Inc. Add +17.6% 0.27% +0.02
PG The Procter & Gamble Co. Add +20.1% 0.24% +0.02
AMGN Amgen Inc. Add +7.7% 0.28% +0.02
GLD SPDR Gold Shares Add +9.5% 0.51% +0.01
IWF iShares Russell 1000 Growth Add +7.0% 0.20% +0.01
XOM Exxon Mobil Corp. Add +13.5% 0.71% +0.00
BAC Bank of America Corp. Add +7.2% 0.23% +0.00
SCHG Schwab US Large-Cap Growth Add +2.8% 1.03% +0.00
META Meta Platforms Inc. Class A Add +7.5% 2.29% −0.00
23ANDME HOLDING CO Add +1.5% 0.01% −0.01
BWXT BWX Technologies Inc. Add +16.1% 0.20% −0.01
MPT Medical Properties Trust Inc. Add +1.5% 0.04% −0.01
INBK First Internet Bancorp Add +39.2% 0.34% −0.01
IBM Intl Business Machines Corp. Add +16.7% 0.19% −0.01
LMT Lockheed Martin Corp. Add +3.4% 0.28% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 86$104.4MLLY, AAPL, VEU, PAAA, ITA
Q1 2026 83$87.8MLLY, AAPL, VEU, PAAA, MSFT
Q4 2025 81$89.7MLLY, VEU, AAPL, PAAA, MSFT
Q3 2025 78$75.1MLLY, VEU, AAPL, MSFT, NVDA
Q2 2025 67$55.0MVEU, AAPL, MSFT, NVDA, VDE
Q1 2025 96$115.4MLLY, AAPL, MSFT, META, VDE
Q4 2024 115$127.3MLLY, AAPL, MSFT, META, SLYV
Q3 2024 116$133.5MLLY, AAPL, MSFT, META, SLYV
Q2 2024 101$125.6MLLY, AAPL, MSFT, META, SLYV
Q1 2024 86$112.4MLLY, AAPL, MSFT, SLYV, VDE