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Independent Financial Group

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

Top 5 stock holdings are NVDA, AAPL, QQQ, AVGO, AMZN, and represent 15.75% of Independent Financial Group's stock portfolio.
Added to shares of these 10 stocks: MU (+$21M), BPRE (+$19M), BND (+$17M), XLK (+$15M), NFLX (+$14M), IWM (+$13M), CGDV (+$12M), CORO (+$11M), XLE (+$9.7M), TSM (+$8.6M).
Started 247 new stock positions in CIEN, JPIE, SEZL, AVDV, IDEV, FTMA, INDI, DFSD, RL, JANW.
Reduced shares in these 10 stocks: APP (-$9.7M), PLTR (-$7.2M), YieldMax MSTR Opt (-$7.0M), SPDW (-$6.3M), YETH (-$6.2M), RDVY (-$5.6M), AVGO (-$5.5M), EFV (-$5.0M), CGCB, BX.
Sold out of its positions in AES, ANF, HDGE, AUGT, ARE, LNT, AIG, AOHY, ABR, ADM.
Independent Financial Group was a net buyer of stock by $471M.
Independent Financial Group has $4.5B in assets under management (AUM), dropping by 7.01%.
Central Index Key (CIK): 0000275484

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Portfolio Holdings for Independent Financial Group

Independent Financial Group holds 1447 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Independent Financial Group has 1447 total positions. Only the first 250 positions are shown.

Sign up to view all of the Independent Financial Group March 31, 2026 positions
Download the Independent Financial Group March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	6.6	$295M		1.7M	174.40	View chart
Apple (AAPL)	2.8	$125M	+2%	492k	253.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$107M	+4%	185k	577.18	View chart
Broadcom (AVGO)	2.2	$96M	-5%	310k	309.51	View chart
Amazon (AMZN)	1.8	$80M	+7%	383k	208.27	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	1.7	$76M	-2%	1.5M	51.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.5	$69M		106k	650.34	View chart
Microsoft Corporation (MSFT)	1.5	$69M	+8%	185k	370.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$62M	+2%	94k	653.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$45M		140k	320.81	View chart
Palantir Technologies Cl A (PLTR)	1.0	$44M	-14%	300k	146.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$41M		142k	286.86	View chart
Costco Wholesale Corporation (COST)	0.8	$35M		35k	996.45	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$35M	-2%	81k	430.29	View chart
Spdr Series Trust State Street Spd (SPYM)	0.8	$35M	+6%	452k	76.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$34M	+7%	118k	287.56	View chart
Meta Platforms Cl A (META)	0.7	$33M	+8%	58k	572.14	View chart
Tesla Motors (TSLA)	0.7	$33M	+5%	88k	371.75	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.7	$30M	+40%	89k	337.95	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$30M	+105%	222k	132.90	View chart
Micron Technology (MU)	0.6	$29M	+273%	85k	337.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.6	$29M	+23%	844k	33.77	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$27M	+26%	536k	50.37	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.6	$27M	+77%	632k	42.54	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$26M	+182%	353k	73.64	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$25M	-18%	361k	68.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$24M	+33%	40k	597.56	View chart
Ishares Tr Msci Usa Quality (GARP)	0.5	$24M		374k	63.97	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$23M		59k	383.40	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.5	$22M	+49%	447k	49.69	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$22M	-13%	349k	62.56	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$21M	+161%	84k	248.00	View chart
Wal-Mart Stores (WMT)	0.5	$20M	+7%	164k	124.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$20M		289k	67.53	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$19M	+11%	283k	68.14	View chart
Bluerock Pvt Real Estate (BPRE)	0.4	$19M	NEW	1.2M	16.61	View chart
Spdr Series Trust State Street Spd (SPYG)	0.4	$19M	+17%	189k	97.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$18M		38k	479.20	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.4	$17M	-12%	175k	98.53	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$17M	+14%	310k	55.52	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.4	$17M	+15%	1.3M	12.80	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.4	$17M	+3%	418k	39.43	View chart
Exxon Mobil Corporation (XOM)	0.4	$16M	+30%	96k	169.66	View chart
Netflix (NFLX)	0.4	$16M	+770%	170k	96.15	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$16M	+10%	113k	142.43	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$16M	-6%	313k	50.61	View chart
Advanced Micro Devices (AMD)	0.4	$16M	+19%	77k	203.43	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$15M	+6%	167k	91.77	View chart
Tidal Trust Iii Mrp Synthequity (SNTH)	0.3	$15M	+43%	567k	26.24	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$15M	+15%	57k	257.35	View chart
Vodafone Group Sponsored Adr (VOD)	0.3	$15M	+32%	977k	15.02	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$14M	+25%	247k	58.18	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$14M	+210%	234k	61.26	View chart
Fs Kkr Capital Corp (FSK)	0.3	$14M	+19%	1.4M	10.18	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$14M	+5%	32k	436.80	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.3	$13M	+7%	283k	46.60	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$13M	+17%	426k	30.68	View chart
International Business Machines (IBM)	0.3	$13M	+12%	54k	242.39	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$13M	+12%	446k	29.13	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$13M	+196%	109k	118.45	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$13M	+46%	127k	100.66	View chart
Pimco Dynamic Income SHS (PDI)	0.3	$13M	-12%	732k	17.11	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.3	$12M	+154%	298k	41.68	View chart
JPMorgan Chase & Co. (JPM)	0.3	$12M	-7%	42k	294.16	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$12M	+5%	56k	218.75	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$12M	-6%	127k	96.70	View chart
Ge Vernova (GEV)	0.3	$12M	+65%	14k	872.90	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.3	$11M	NEW	354k	32.15	View chart
Caterpillar (CAT)	0.3	$11M	+5%	16k	708.44	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.3	$11M	+73%	370k	30.28	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$11M		177k	62.68	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$11M	-3%	126k	88.16	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$11M	+29%	125k	86.93	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$11M	+9%	114k	94.24	View chart
Eli Lilly & Co. (LLY)	0.2	$11M	+18%	12k	919.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$11M	+11%	72k	148.10	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$11M	+31%	188k	56.68	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$11M	-20%	115k	91.64	View chart
Strategy Cl A New (MSTR)	0.2	$11M	+113%	84k	124.80	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$11M	+22%	32k	328.66	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$11M	-12%	171k	61.32	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$10M	+5%	204k	50.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$10M	-9%	15k	697.74	View chart
Home Depot (HD)	0.2	$10M	+10%	31k	328.89	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$10M	+25%	53k	191.81	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$10M	+461%	101k	100.62	View chart
Abbvie (ABBV)	0.2	$10M	+5%	47k	217.49	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$9.9M	+74%	42k	237.62	View chart
Verizon Communications (VZ)	0.2	$9.9M	+9%	197k	50.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$9.8M	+15%	51k	191.92	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.2	$9.7M	+4%	229k	42.44	View chart
Chevron Corporation (CVX)	0.2	$9.6M	+59%	47k	206.90	View chart
Visa Com Cl A (V)	0.2	$9.5M	-3%	32k	302.24	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.2	$9.4M	+24%	203k	46.31	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$9.4M		118k	79.06	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$9.2M	+231%	437k	20.96	View chart
Prospect Capital Corporation (PSEC)	0.2	$9.0M	+660%	3.5M	2.61	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.2	$9.0M	+17%	177k	51.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$9.0M		42k	215.06	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$8.9M	+44%	158k	56.58	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$8.9M	+15%	24k	367.44	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$8.9M	+14%	222k	40.19	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.2	$8.9M	+37%	222k	40.14	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$8.9M	-4%	23k	390.42	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.2	$8.9M	+95%	171k	51.88	View chart
Palo Alto Networks (PANW)	0.2	$8.9M		55k	160.32	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$8.7M	+39%	79k	110.86	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$8.6M	+5%	174k	49.37	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$8.5M	+3%	28k	302.25	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.2	$8.4M	+13%	207k	40.90	View chart
Ishares Tr Top 20 U S Stock (TOPT)	0.2	$8.4M	+275%	295k	28.62	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$8.2M	-43%	180k	45.65	View chart
Ge Aerospace Com New (GE)	0.2	$8.2M	+2%	29k	283.77	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.2	$8.2M	+46%	124k	65.77	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$8.1M	-38%	110k	74.35	View chart
Ast Spacemobile Com Cl A (ASTS)	0.2	$8.1M	-22%	98k	82.87	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$8.1M	-20%	164k	49.37	View chart
Cloudflare Cl A Com (NET)	0.2	$7.9M	-17%	38k	206.34	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$7.8M	+79%	111k	69.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$7.7M	+189%	121k	64.08	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$7.7M	+9%	70k	110.78	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$7.7M		17k	463.19	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$7.5M	-8%	68k	110.39	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$7.2M	+57%	37k	196.20	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$7.1M	-33%	146k	48.71	View chart
Johnson & Johnson (JNJ)	0.2	$7.1M	+14%	29k	244.44	View chart
Ishares Tr Intl Dev Sml Cp (ISVL)	0.2	$7.0M	NEW	145k	48.11	View chart
Agnc Invt Corp Com reit (AGNC)	0.2	$6.9M	+41%	692k	10.03	View chart
Capital Group International SHS (CGIC)	0.2	$6.9M	+106%	209k	33.11	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$6.9M	+435%	98k	70.84	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.2	$6.9M	+182%	180k	38.21	View chart
Boeing Company (BA)	0.2	$6.9M	+22%	35k	199.03	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$6.9M	-5%	61k	112.11	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$6.9M	+42%	42k	161.73	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$6.8M	+7%	55k	124.31	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$6.8M	+86%	88k	77.11	View chart
Freeport Mcmoran CL B (FCX)	0.2	$6.8M	+72%	115k	58.78	View chart
Pepsi (PEP)	0.2	$6.8M	-2%	44k	155.29	View chart
Cisco Systems (CSCO)	0.1	$6.7M	-2%	86k	77.59	View chart
Annaly Capital Management In Com New (NLY)	0.1	$6.7M	+224%	315k	21.15	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$6.6M	+274%	144k	46.19	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$6.6M	+1602%	133k	49.78	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$6.6M	+23%	45k	146.61	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$6.5M	+38%	128k	50.81	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$6.5M	+79%	27k	239.99	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$6.4M	+5%	69k	92.74	View chart
Enterprise Products Partners (EPD)	0.1	$6.4M	-2%	169k	37.84	View chart
TJX Companies (TJX)	0.1	$6.4M	+3%	40k	159.70	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$6.4M		107k	59.22	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$6.3M	+9%	154k	40.54	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$6.1M	-9%	182k	33.47	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$6.1M	+69%	237k	25.62	View chart
Merck & Co (MRK)	0.1	$6.0M	+75%	50k	120.29	View chart
At&t (T)	0.1	$6.0M	+60%	206k	28.99	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$5.8M	-3%	192k	30.32	View chart
Blackstone Mortgage Trust In Com Cl A (BXMT)	0.1	$5.8M	+16%	303k	19.15	View chart
Intuitive Surgical Com New (ISRG)	0.1	$5.8M	+17%	13k	460.99	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$5.8M	+162%	126k	45.89	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$5.8M	+15%	61k	94.95	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$5.7M		46k	125.13	View chart
Uber Technologies (UBER)	0.1	$5.6M	-14%	79k	71.93	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$5.6M		52k	109.36	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$5.6M	-10%	119k	47.16	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$5.6M	+36%	99k	56.79	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.1	$5.5M	+63%	207k	26.56	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$5.5M	+288%	50k	110.36	View chart
Starwood Property Trust (STWD)	0.1	$5.5M	+15%	317k	17.22	View chart
Booking Holdings (BKNG)	0.1	$5.4M	-21%	1.3k	4210.76	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.1	$5.4M	+143%	172k	31.19	View chart
Etfis Ser Tr I Infrac Act Mlp (AMZA)	0.1	$5.3M		115k	46.09	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$5.2M	+55%	130k	40.14	View chart
Spdr Series Trust State Street Spd (BILS)	0.1	$5.1M	-5%	52k	99.44	View chart
Goldman Sachs (GS)	0.1	$5.1M	+73%	6.0k	846.05	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$5.0M	+8%	50k	100.57	View chart
Northern Lts Fd Tr Iii Counterpoint Qua (CPAI)	0.1	$5.0M	+21%	120k	41.79	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$5.0M	+116%	152k	32.95	View chart
Ares Capital Corporation (ARCC)	0.1	$4.9M	-5%	273k	18.02	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$4.9M	+16%	19k	261.92	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$4.9M	+36%	12k	407.69	View chart
Qualcomm (QCOM)	0.1	$4.9M	-10%	38k	128.78	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$4.9M	-29%	43k	113.11	View chart
Applied Materials (AMAT)	0.1	$4.9M	+102%	14k	341.79	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	0.1	$4.8M	+47%	74k	65.12	View chart
Procter & Gamble Company (PG)	0.1	$4.8M	+43%	33k	144.44	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.1	$4.7M	+614%	239k	19.78	View chart
Sabra Health Care REIT (SBRA)	0.1	$4.7M	+4%	246k	19.23	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$4.7M	+22%	102k	46.24	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$4.7M	+2%	51k	92.76	View chart
Occidental Petroleum Corporation (OXY)	0.1	$4.7M	+642%	72k	65.00	View chart
Lam Research Corp Com New (LRCX)	0.1	$4.7M	+56%	22k	213.66	View chart
Ciena Corp Com New (CIEN)	0.1	$4.7M	NEW	12k	388.23	View chart
Bank of America Corporation (BAC)	0.1	$4.6M	+4%	95k	48.75	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$4.6M	+67%	28k	163.58	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$4.6M		18k	250.58	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$4.6M	+82%	127k	36.22	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$4.6M		86k	53.22	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$4.5M	+37%	177k	25.55	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.5M	+30%	23k	192.90	View chart
Aim Etf Products Trust Allianzim Buffer (SPBW)	0.1	$4.5M	+70%	164k	27.22	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$4.4M	-14%	46k	97.13	View chart
Pimco Income Strategy Fund (PFL)	0.1	$4.4M		550k	8.00	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.1	$4.3M	NEW	206k	21.15	View chart
Innovator Etfs Trust Us Small Cap Mng (RFLR)	0.1	$4.2M	+1764%	145k	29.04	View chart
Lumentum Hldgs (LITE)	0.1	$4.2M	NEW	5.9k	702.76	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$4.2M	-9%	816k	5.10	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$4.1M	+89%	44k	93.87	View chart
Mastercard Incorporated Cl A (MA)	0.1	$4.1M	+13%	8.3k	499.68	View chart
Sandisk Corp (SNDK)	0.1	$4.1M	-35%	6.5k	635.34	View chart
Sempra Energy (SRE)	0.1	$4.1M	-19%	42k	97.17	View chart
McDonald's Corporation (MCD)	0.1	$4.1M		13k	310.80	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$4.1M	-44%	23k	181.42	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$4.1M	+760%	122k	33.30	View chart
Fortinet (FTNT)	0.1	$4.1M	-6%	50k	81.72	View chart
Starbucks Corporation (SBUX)	0.1	$4.1M	+18%	45k	89.59	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$4.0M	+71%	10k	391.76	View chart
Corning Incorporated (GLW)	0.1	$4.0M	+27%	30k	135.97	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.1	$4.0M	+1908%	158k	25.14	View chart
Doubleline Income Solutions (DSL)	0.1	$4.0M		367k	10.83	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$4.0M	+46%	50k	80.05	View chart
Western Digital (WDC)	0.1	$3.9M	+72%	15k	270.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.9M		9.2k	426.39	View chart
salesforce (CRM)	0.1	$3.9M	+6%	21k	186.67	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$3.9M		65k	59.78	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$3.9M	+9%	25k	155.11	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$3.9M	+106%	36k	108.98	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$3.9M	+97%	148k	26.30	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$3.9M	+7%	51k	75.09	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$3.8M	+7%	69k	55.24	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$3.8M	+6%	43k	88.70	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$3.8M	+51%	35k	107.30	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$3.8M	-3%	186k	20.36	View chart
Intel Corporation (INTC)	0.1	$3.8M	+20%	85k	44.13	View chart
Nexpoint Real Estate Fin (NREF)	0.1	$3.7M	+285%	277k	13.47	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$3.7M	-30%	45k	81.98	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$3.7M	-3%	71k	52.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$3.7M	+70%	17k	217.25	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$3.7M	+955%	67k	54.84	View chart
Oracle Corporation (ORCL)	0.1	$3.7M	-8%	25k	147.11	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.1	$3.7M	NEW	89k	41.06	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$3.6M	-11%	212k	17.15	View chart
Blackrock (BLK)	0.1	$3.6M	+59%	3.8k	961.69	View chart
Deere & Company (DE)	0.1	$3.6M	-5%	6.4k	563.30	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$3.6M	+15%	94k	38.42	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$3.6M	+48%	31k	114.91	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$3.6M	+34%	82k	43.59	View chart
Ishares Tr Us Oil Eq&sv Etf (IEZ)	0.1	$3.6M	+2%	123k	28.95	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$3.6M	-7%	72k	49.40	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$3.5M	+10%	79k	44.87	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$3.5M	-29%	75k	46.91	View chart
Pfizer (PFE)	0.1	$3.5M	-4%	126k	28.08	View chart

Past Filings by Independent Financial Group

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

Independent Financial Group 2021 Q1 filed June 15, 2026
Independent Financial Group 2021 Q2 filed June 15, 2026
Independent Financial Group 2021 Q3 filed June 15, 2026
Independent Financial Group 2021 Q4 filed June 15, 2026
Independent Financial Group 2020 Q1 filed June 15, 2026
Independent Financial Group 2020 Q2 filed June 15, 2026
Independent Financial Group 2020 Q3 filed June 15, 2026
Independent Financial Group 2020 Q4 filed June 15, 2026
Independent Financial Group 2022 Q3 filed June 15, 2026
Independent Financial Group 2022 Q4 filed June 15, 2026
Independent Financial Group 2022 Q1 filed June 12, 2026
Independent Financial Group 2024 Q1 filed June 12, 2026
Independent Financial Group 2024 Q2 filed June 12, 2026
Independent Financial Group 2024 Q3 filed June 12, 2026
Independent Financial Group 2024 Q4 filed June 12, 2026
Independent Financial Group 2023 Q1 filed June 12, 2026

View all past filings

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