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Independent Financial Group

Latest statistics and disclosures from Independent Financial Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0000275484

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Portfolio Holdings for Independent Financial Group

Independent Financial Group holds 1386 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Independent Financial Group has 1386 total positions. Only the first 250 positions are shown.

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Download the Independent Financial Group March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
NVIDIA Corporation (NVDA)	6.0	$202M	1.2M	174.40	View chart
Apple (AAPL)	2.4	$81M	318k	253.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$67M	117k	577.17	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.5	$52M	79k	650.34	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	1.5	$49M	957k	51.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$48M	73k	653.20	View chart
Broadcom (AVGO)	1.3	$43M	140k	309.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$40M	123k	320.81	View chart
Microsoft Corporation (MSFT)	1.1	$37M	100k	370.17	View chart
Amazon (AMZN)	1.0	$34M	165k	208.27	View chart
Spdr Series Trust State Street Spd (SPYM)	0.9	$30M	391k	76.54	View chart
Tesla Motors (TSLA)	0.7	$24M	66k	371.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.7	$24M	716k	33.77	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.7	$23M	539k	42.54	View chart
Palantir Technologies Cl A (PLTR)	0.7	$23M	156k	146.28	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$23M	306k	73.64	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$21M	424k	50.37	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$21M	159k	132.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$21M	72k	287.56	View chart
Ishares Tr Msci Usa Quality (GARP)	0.6	$21M	321k	63.97	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$20M	46k	430.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$19M	67k	286.86	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$19M	272k	68.28	View chart
Spdr Series Trust State Street Spd (SPYG)	0.5	$18M	187k	97.91	View chart
Bluerock Pvt Real Estate (BPRE)	0.5	$18M	1.1M	16.61	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$18M	289k	62.56	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$18M	261k	67.53	View chart
Costco Wholesale Corporation (COST)	0.5	$18M	18k	996.47	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$18M	71k	248.00	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$17M	51k	337.95	View chart
Meta Platforms Cl A (META)	0.5	$16M	28k	572.14	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$15M	25k	597.56	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$14M	38k	383.40	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.4	$14M	290k	49.69	View chart
Tidal Trust Iii Mrp Synthequity (SNTH)	0.4	$14M	539k	26.24	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$14M	97k	142.43	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$14M	235k	58.18	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.4	$14M	1.1M	12.80	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$14M	268k	50.61	View chart
Wal-Mart Stores (WMT)	0.4	$13M	104k	124.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$13M	442k	29.13	View chart
Micron Technology (MU)	0.4	$13M	37k	337.84	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.4	$12M	298k	41.68	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.4	$12M	305k	39.43	View chart
Exxon Mobil Corporation (XOM)	0.4	$12M	70k	169.66	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$12M	100k	118.45	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$12M	386k	30.68	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.4	$12M	120k	98.53	View chart
Fs Kkr Capital Corp (FSK)	0.4	$12M	1.2M	10.18	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.3	$11M	354k	32.15	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$11M	182k	61.26	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$11M	114k	96.70	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$11M	197k	55.52	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$11M	160k	68.14	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$11M	107k	100.66	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.3	$11M	353k	30.28	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.3	$11M	171k	61.32	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.3	$10M	219k	46.60	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$10M	100k	100.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$9.5M	64k	148.10	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$9.5M	101k	94.24	View chart
Spdr Series Trust State Street Spd (SPTM)	0.3	$9.3M	117k	79.06	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$9.2M	21k	436.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$9.2M	19k	479.19	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.3	$9.0M	213k	42.44	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.3	$9.0M	194k	46.31	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.3	$9.0M	428k	20.96	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$9.0M	102k	88.16	View chart
Pimco Dynamic Income SHS (PDI)	0.3	$8.9M	520k	17.11	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.3	$8.9M	171k	51.88	View chart
Spdr Series Trust State Street Spd (SPYV)	0.3	$8.8M	156k	56.58	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$8.7M	154k	56.68	View chart
Prospect Capital Corporation (PSEC)	0.3	$8.6M	3.3M	2.61	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$8.6M	94k	91.64	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$8.4M	33k	257.35	View chart
Vodafone Group Sponsored Adr (VOD)	0.3	$8.4M	560k	15.02	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.2	$8.3M	208k	40.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$8.3M	43k	191.92	View chart
Caterpillar (CAT)	0.2	$8.3M	12k	708.41	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$8.1M	94k	86.93	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$8.1M	161k	50.48	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$8.0M	163k	49.37	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$8.0M	37k	218.75	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$8.0M	27k	302.25	View chart
Advanced Micro Devices (AMD)	0.2	$8.0M	39k	203.43	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$7.9M	86k	91.77	View chart
JPMorgan Chase & Co. (JPM)	0.2	$7.8M	26k	294.16	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$7.8M	70k	110.86	View chart
Ishares Tr Top 20 U S Stock (TOPT)	0.2	$7.7M	270k	28.62	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$7.7M	21k	367.44	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$7.6M	11k	697.75	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$7.6M	166k	45.65	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$7.5M	101k	74.35	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$7.5M	35k	215.06	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.2	$7.4M	145k	51.03	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$7.3M	114k	64.08	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$7.2M	179k	40.19	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$7.0M	112k	62.68	View chart
Netflix (NFLX)	0.2	$7.0M	73k	96.15	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$6.9M	140k	49.37	View chart
Ishares Tr Intl Dev Sml Cp (ISVL)	0.2	$6.9M	142k	48.11	View chart
Ast Spacemobile Com Cl A (ASTS)	0.2	$6.8M	83k	82.87	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$6.8M	98k	69.75	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$6.7M	95k	70.84	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$6.7M	137k	48.71	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.2	$6.6M	162k	40.90	View chart
Chevron Corporation (CVX)	0.2	$6.6M	32k	206.90	View chart
Verizon Communications (VZ)	0.2	$6.6M	132k	50.20	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$6.6M	143k	46.19	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$6.6M	14k	463.19	View chart
Strategy Cl A New (MSTR)	0.2	$6.4M	51k	124.80	View chart
Home Depot (HD)	0.2	$6.3M	19k	328.90	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$6.3M	106k	59.22	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$6.3M	33k	191.81	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$6.2M	56k	110.78	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.2	$6.2M	124k	49.78	View chart
Ge Vernova (GEV)	0.2	$6.2M	7.1k	872.90	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$6.2M	152k	40.54	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$6.1M	26k	239.99	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.2	$6.1M	161k	38.21	View chart
International Business Machines (IBM)	0.2	$6.0M	25k	242.39	View chart
Capital Group International SHS (CGIC)	0.2	$6.0M	181k	33.11	View chart
Eli Lilly & Co. (LLY)	0.2	$5.9M	6.4k	919.85	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$5.9M	52k	112.11	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$5.8M	18k	328.66	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.2	$5.7M	87k	65.77	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$5.7M	24k	237.61	View chart
Enterprise Products Partners (EPD)	0.2	$5.7M	151k	37.84	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$5.7M	170k	33.47	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$5.7M	45k	125.13	View chart
Abbvie (ABBV)	0.2	$5.7M	26k	217.49	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$5.6M	73k	77.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$5.6M	45k	124.31	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$5.6M	118k	47.16	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$5.5M	58k	94.95	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$5.5M	34k	161.73	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$5.5M	214k	25.62	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$5.5M	50k	110.39	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$5.4M	58k	92.74	View chart
Visa Com Cl A (V)	0.2	$5.4M	18k	302.25	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.2	$5.3M	200k	26.56	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$5.1M	100k	50.81	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$5.1M	111k	45.89	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$5.0M	26k	196.20	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$5.0M	46k	109.36	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$5.0M	152k	32.95	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$4.9M	163k	30.32	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$4.9M	121k	40.14	View chart
Blackstone Mortgage Trust In Com Cl A (BXMT)	0.1	$4.8M	253k	19.15	View chart
Pepsi (PEP)	0.1	$4.8M	31k	155.29	View chart
Cisco Systems (CSCO)	0.1	$4.8M	62k	77.59	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$4.8M	84k	56.79	View chart
Ares Capital Corporation (ARCC)	0.1	$4.7M	263k	18.02	View chart
Johnson & Johnson (JNJ)	0.1	$4.6M	19k	244.44	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$4.6M	127k	36.22	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$4.6M	86k	53.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$4.6M	40k	113.11	View chart
Starwood Property Trust (STWD)	0.1	$4.5M	264k	17.22	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$4.5M	11k	407.69	View chart
Merck & Co (MRK)	0.1	$4.5M	37k	120.29	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.1	$4.4M	141k	31.19	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$4.4M	43k	100.57	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	0.1	$4.4M	67k	65.12	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.1	$4.3M	206k	21.15	View chart
Aim Etf Products Trust Allianzim Buffer (SPBW)	0.1	$4.3M	159k	27.22	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$4.3M	47k	92.76	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$4.3M	167k	25.55	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$4.2M	11k	390.42	View chart
Pimco Income Strategy Fund (PFL)	0.1	$4.2M	524k	8.00	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$4.2M	28k	146.61	View chart
Qualcomm (QCOM)	0.1	$4.1M	32k	128.78	View chart
Palo Alto Networks (PANW)	0.1	$4.1M	26k	160.32	View chart
Ge Aerospace Com New (GE)	0.1	$4.1M	15k	283.77	View chart
Innovator Etfs Trust Us Small Cap Mng (RFLR)	0.1	$4.1M	141k	29.04	View chart
At&t (T)	0.1	$4.1M	141k	28.99	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$4.0M	121k	33.30	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$4.0M	402k	10.03	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$4.0M	784k	5.10	View chart
Intuitive Surgical Com New (ISRG)	0.1	$3.9M	8.6k	460.99	View chart
Uber Technologies (UBER)	0.1	$3.9M	55k	71.93	View chart
Annaly Capital Management In Com New (NLY)	0.1	$3.9M	186k	21.15	View chart
Fortinet (FTNT)	0.1	$3.9M	48k	81.72	View chart
Applied Materials (AMAT)	0.1	$3.9M	11k	341.80	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.1	$3.9M	153k	25.14	View chart
Sempra Energy (SRE)	0.1	$3.8M	39k	97.17	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$3.7M	81k	46.24	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.7M	38k	97.13	View chart
Sabra Health Care REIT (SBRA)	0.1	$3.7M	191k	19.23	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$3.7M	14k	261.92	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.1	$3.7M	89k	41.06	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.1	$3.7M	185k	19.78	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$3.6M	33k	110.36	View chart
Boeing Company (BA)	0.1	$3.6M	18k	199.03	View chart
Spdr Series Trust State Street Spd (BILS)	0.1	$3.6M	37k	99.44	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$3.6M	23k	155.11	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.6M	5.00	718140.00	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$3.5M	135k	26.30	View chart
Goldman Sachs (GS)	0.1	$3.5M	4.2k	846.08	View chart
Doubleline Income Solutions (DSL)	0.1	$3.5M	324k	10.83	View chart
Cloudflare Cl A Com (NET)	0.1	$3.5M	17k	206.34	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$3.5M	79k	43.59	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.1	$3.4M	135k	25.53	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$3.4M	62k	55.24	View chart
Ishares Tr Core Divid Etf (DIVB)	0.1	$3.4M	63k	53.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$3.4M	85k	39.94	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$3.4M	45k	75.09	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$3.4M	29k	114.91	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$3.3M	21k	163.58	View chart
Cohen & Steers Quality Income Realty (RQI)	0.1	$3.3M	277k	12.05	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$3.3M	37k	88.70	View chart
Etfis Ser Tr I Infrac Act Mlp (AMZA)	0.1	$3.3M	71k	46.09	View chart
Freeport Mcmoran CL B (FCX)	0.1	$3.3M	55k	58.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$3.2M	15k	217.25	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.1	$3.2M	90k	35.96	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$3.2M	65k	49.40	View chart
Nexpoint Real Estate Fin (NREF)	0.1	$3.2M	240k	13.47	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.2M	17k	192.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$3.2M	15k	211.15	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$3.2M	46k	70.18	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$3.2M	68k	47.03	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$3.2M	53k	59.78	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.1	$3.2M	254k	12.51	View chart
Lam Research Corp Com New (LRCX)	0.1	$3.2M	15k	213.65	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$3.2M	29k	108.98	View chart
Northern Lts Fd Tr Iii Counterpoint Qua (CPAI)	0.1	$3.2M	76k	41.79	View chart
Doubleline Yield (DLY)	0.1	$3.1M	226k	13.92	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$3.1M	32k	96.80	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$3.1M	57k	54.84	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$3.1M	35k	89.86	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$3.1M	33k	93.93	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$3.1M	182k	17.15	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$3.1M	8.0k	391.76	View chart
Adams Express Company (ADX)	0.1	$3.1M	142k	21.89	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$3.1M	62k	49.97	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$3.1M	11k	287.19	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$3.1M	80k	38.42	View chart
Bank of America Corporation (BAC)	0.1	$3.1M	63k	48.75	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$3.1M	38k	81.98	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$3.1M	17k	181.42	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$3.1M	69k	44.87	View chart
Bank Montreal Medium NT LKD 38 (FNGS)	0.1	$3.1M	51k	59.61	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$3.0M	42k	73.14	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$3.0M	67k	45.06	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$3.0M	126k	23.98	View chart
Ciena Corp Com New (CIEN)	0.1	$3.0M	7.8k	388.23	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$3.0M	59k	50.34	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$3.0M	55k	54.09	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.1	$3.0M	101k	29.36	View chart
Deere & Company (DE)	0.1	$3.0M	5.2k	563.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.9M	6.9k	426.39	View chart

Past Filings by Independent Financial Group

SEC 13F filings are viewable for Independent Financial Group going back to 2026

Independent Financial Group 2026 Q1 filed May 5, 2026

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