Indie Asset Partners, LLC logo

Indie Asset Partners, LLC

RIA/Wealth

Indie Asset Partners, LLC is a RIA/Wealth based in Carmel, IN led by Grady J. Gaynor, reporting $722.7M in AUM as of Q3 2025 with 52% ETF concentration.

CEOGrady J. Gaynor
Portfolio Value
$75.1M
Positions
78
Top Holding
LLY at 9.36%
Last Reported
Q3 2025
Address10585 North Meridian Street, Suite 210, Carmel, IN, 46290, United States

Top Holdings

Largest long holdings in Indie Asset Partners, LLC's portfolio (48.9% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Drug Manufacturers - General
Healthcare
$7.0M
9.36%
+$6.1M
Bought
0.00%
9.2K shares
ETF
ETF
$5.7M
7.64%
+$80.9K
Bought
80.4K shares
3
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$5.2M
6.93%
-$94.2K
Sold
0.00%
20.5K shares
Software - Infrastructure
Technology
$3.8M
5.08%
-$366.7K
Sold
0.00%
7.4K shares
5
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$3.1M
4.17%
+$121.5K
Bought
0.00%
16.8K shares
6
PAAA
ETF
ETF
$2.8M
3.76%
+$2.8M
New
54.9K shares
ETF
ETF
$2.6M
3.41%
+$1.7M
Bought
12.2K shares
ETF
ETF
$2.2M
2.96%
+$17.9K
Bought
70.4K shares
ETF
ETF
$2.1M
2.80%
-$175.7K
Sold
23.7K shares
ETF
ETF
$2.1M
2.75%
-$150.7K
Sold
16.4K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Indie Asset Partners, LLC's latest filing

See all changes
Market Value
$75.1M
Prior: $55.0M
Q/Q Change
+36.66%
+$20.2M
Net Flows % of MV
+18.8%
Turnover Ratio
12.6%
New Purchases
8 stocks
$5.0M
Added To
25 stocks
+$10.9M
Sold Out Of
2 stocks
$479.4K
Reduced Holdings
21 stocks
-$1.3M

Increased Positions

PositionShares Δ
1
PAAA
New
2
Comcast logo
Comcast
CMCSA
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
-12.82%
-11.71%
-8.9%

Analytics

Portfolio insights and performance metrics for Indie Asset Partners, LLC

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Sector Allocation

ETF: 52.30%ETFTechnology: 16.80%TechnologyHealthcare: 9.40%HealthcareEnergy: 4.30%Financial Services: 4.00%Consumer Cyclical: 3.30%Communication Services: 2.50%Industrials: 1.40%Consumer Defensive: 1.00%Utilities: 0.60%Basic Materials: 0.40%Real Estate: 0.30%
ETF
52.30%
Technology
16.80%
Healthcare
9.40%
Energy
4.30%
Financial Services
4.00%
Consumer Cyclical
3.30%
Communication Services
2.50%
Industrials
1.40%
Consumer Defensive
1.00%
Utilities
0.60%
Basic Materials
0.40%
Real Estate
0.30%

Market Cap Distribution

Mega Cap (> $200B): 36.87%Mega Cap (> $200B)Large Cap ($10B - $200B): 5.56%Mid Cap ($2B - $10B): 0.90%Small Cap ($300M - $2B): 0.66%Micro Cap ($50M - $300M): 0.09%N/A (ETF or Unknown): 55.93%N/A (ETF or Unknown)
Mega Cap (> $200B)
36.87%
Large Cap ($10B - $200B)
5.56%
Mid Cap ($2B - $10B)
0.90%
Small Cap ($300M - $2B)
0.66%
Micro Cap ($50M - $300M)
0.09%
N/A (ETF or Unknown)
55.93%

Portfolio Concentration

Top 10 Holdings %
48.86%
Top 20 Holdings %
67.14%
Top 50 Holdings %
90.82%
Top 100 Holdings %
100.0%

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