Indie Asset Partners, LLC Portfolio Holdings
Q3 2025•78 long positions•$75.1M portfolio value
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Holding80 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Drug Manufacturers - General Healthcare | $7.0M 9.36% | +$6.1M Bought | 0.001% 9.2K shares | 1.3K → 9.2K +$6.1M | +623.8% | $684.00B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.7M 7.64% | +$80.9K Bought | — 80.4K shares | 79.3K → 80.4K +$80.9K | +1.43% | — — | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $5.2M 6.93% | -$94.2K Sold | 0.0% 20.5K shares | 20.8K → 20.5K −$94.2K | -1.78% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $3.8M 5.08% | -$366.7K Sold | 0.0% 7.4K shares | 8.1K → 7.4K −$366.7K | -8.77% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $3.1M 4.17% | +$121.5K Bought | 0.0% 16.8K shares | 16.1K → 16.8K +$121.5K | +4.03% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.8M 3.76% | +$2.8M New | — 54.9K shares | 0 → 54.9K +$2.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.6M 3.41% | +$1.7M Bought | — 12.2K shares | 3.9K → 12.2K +$1.7M | +211.43% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.2M 2.96% | +$17.9K Bought | — 70.4K shares | 69.8K → 70.4K +$17.9K | +0.81% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.1M 2.8% | -$175.7K Sold | — 23.7K shares | 25.7K → 23.7K −$175.7K | -7.72% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $2.1M 2.75% | -$150.7K Sold | — 16.4K shares | 17.6K → 16.4K −$150.7K | -6.81% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.0M 2.73% | +$12.8K Bought | — 64.2K shares | 63.8K → 64.2K +$12.8K | +0.63% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.8M 2.33% | +$153.0K Bought | — 52.5K shares | 47.9K → 52.5K +$153.0K | +9.56% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.5M 1.99% | -$48.1K Sold | — 27.7K shares | 28.6K → 27.7K −$48.1K | -3.11% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.5M 1.97% | -$47.6K Sold | — 54.2K shares | 56.0K → 54.2K −$47.6K | -3.12% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.4M 1.8% | -$43.7K Sold | — 14.3K shares | 14.8K → 14.3K −$43.7K | -3.13% | — — | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $1.2M 1.58% | -$12.3K Sold | 0.0% 3.8K shares | 3.8K → 3.8K −$12.3K | -1.03% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.1M 1.52% | +$176.4K Bought | — 15.9K shares | 13.5K → 15.9K +$176.4K | +18.26% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $1.1M 1.51% | — | — 14.8K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
Specialty Retail Consumer Cyclical | $1.1M 1.49% | -$55.8K Sold | 0.0% 5.1K shares | 5.4K → 5.1K −$55.8K | -4.74% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.0M 1.36% | — | — 39.8K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
Oil & Gas Integrated Energy | $980.4K 1.31% | +$733.0K Bought | 0.0% 8.7K shares | 2.2K → 8.7K +$733.0K | +296.31% | $480.68B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $977.8K 1.3% | +$92.4K Bought | — 1.5K shares | 1.3K → 1.5K +$92.4K | +10.43% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $903.6K 1.2% | -$119.8K Sold | — 2.5K shares | 2.9K → 2.5K −$119.8K | -11.71% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $865.9K 1.15% | -$3.5K Sold | — 18.5K shares | 18.5K → 18.5K −$3.5K | -0.4% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $836.1K 1.11% | +$16.7K Bought | — 1.3K shares | 1.2K → 1.3K +$16.7K | +2.03% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $760.4K 1.01% | +$255.9K Bought | — 16.4K shares | 10.9K → 16.4K +$255.9K | +50.73% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $750.8K 0.999% | +$300.3K Bought | — 75.0K shares | 45.0K → 75.0K +$300.3K | +66.67% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $720.2K 0.959% | -$1.2K Sold | — 1.2K shares | 1.2K → 1.2K −$1.2K | -0.17% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $690.8K 0.92% | -$44.9K Sold | — 11.8K shares | 12.5K → 11.8K −$44.9K | -6.1% | — — | Q4 2023 Held for 1y 11m | |
Oil & Gas Integrated Energy | $669.7K 0.892% | +$372.7K Bought | 0.0% 4.3K shares | 1.9K → 4.3K +$372.7K | +125.46% | $312.88B Mega Cap | Q3 2021 Held for 4y 2m | |
Internet Content & Information Communication Services | $655.1K 0.872% | -$47.7K Sold | 0.0% 892.0 shares | 957.0 → 892.0 −$47.7K | -6.79% | $1.84T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $639.4K 0.851% | -$1.5K Sold | — 13.8K shares | 13.8K → 13.8K −$1.5K | -0.23% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $628.3K 0.836% | +$288.9K Bought | — 3.2K shares | 1.7K → 3.2K +$288.9K | +85.1% | — — | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $574.1K 0.764% | — | 0.0% 1.1K shares | — | — | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Auto - Manufacturers Consumer Cyclical | $564.4K 0.751% | +$889.4 Bought | 0.0% 1.3K shares | 1.3K → 1.3K +$889.4 | +0.16% | $1.48T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $560.5K 0.746% | -$5.6K Sold | — 1.7K shares | 1.7K → 1.7K −$5.6K | -0.99% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $524.5K 0.698% | +$306.5K Bought | — 8.9K shares | 3.7K → 8.9K +$306.5K | +140.6% | — — | Q2 2025 Held for 5 months | |
Telecommunications Services Communication Services | $523.9K 0.697% | +$523.9K New | 0.0% 16.7K shares | 0 → 16.7K +$523.9K | New | $116.01B Large Cap | Q3 2025 Held for 2 months | |
Oil & Gas Refining & Marketing Energy | $501.1K 0.667% | — | 0.001% 2.6K shares | — | — | $58.6B Large Cap | Q1 2022 Held for 3y 8m | |
Oil & Gas Equipment & Services Energy | $495.5K 0.66% | +$4.0K Bought | 0.035% 43.6K shares | 43.2K → 43.6K +$4.0K | +0.81% | $1.4B Small Cap | Q3 2023 Held for 2y 2m | |
Regulated Electric Utilities | $472.6K 0.629% | +$472.6K New | 0.0% 3.8K shares | 0 → 3.8K +$472.6K | New | $96.2B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $441.2K 0.587% | +$68.6K Bought | — 920.0 shares | 777.0 → 920.0 +$68.6K | +18.4% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $438.8K 0.584% | -$24.3K Sold | 0.0% 1.8K shares | 1.9K → 1.8K −$24.3K | -5.25% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
Restaurants Consumer Cyclical | $411.3K 0.547% | — | 0.0% 1.4K shares | — | — | $216.86B Mega Cap | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $387.7K 0.516% | — | — 10.6K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
Financial - Credit Services Financial Services | $386.5K 0.514% | -$6.8K Sold | 0.0% 1.1K shares | 1.2K → 1.1K −$6.8K | -1.74% | $662.60B Mega Cap | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $383.5K 0.51% | +$68.0K Bought | — 1.8K shares | 1.5K → 1.8K +$68.0K | +21.55% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $376.4K 0.501% | +$28.1K Bought | — 5.8K shares | 5.3K → 5.8K +$28.1K | +8.06% | — — | Q3 2024 Held for 1y 2m | |
Personal Products & Services Consumer Cyclical | $346.3K 0.461% | — | 0.003% 4.2K shares | — | — | $11.7B Large Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Exploration & Production Energy | $317.4K 0.423% | -$46.7K Sold | 0.001% 340.0 shares | 390.0 → 340.0 −$46.7K | -12.82% | $21.5B Large Cap | Q4 2020 Held for 4y 11m |
