INDEPENDENT FINANCIAL GROUP, LLC
Top Portfolio Positions
681 positions ·
$2,196,321,845 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,690,306 | $294,789,366 | 13.42% | |
| AAPL |
Apple Inc.
Technology
|
492,087 | $124,886,759 | 5.69% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
184,658 | $106,580,904 | 4.85% | |
| AVGO |
Broadcom Inc.
Technology
|
310,121 | $95,985,550 | 4.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
383,080 | $79,784,071 | 3.63% | |
| SPY |
Spdr S&P 500 ETF Trust
|
106,085 | $68,991,318 | 3.14% | |
| MSFT |
Microsoft Corp
Technology
|
185,111 | $68,522,538 | 3.12% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
299,614 | $43,827,535 | 2.00% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
34,887 | $34,762,453 | 1.58% | |
| GLD |
Spdr Gold Trust
|
80,696 | $34,722,681 | 1.58% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BIT
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $193,083 | 15,422 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $201,411 | 15,422 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $206,500 | 15,422 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $225,161 | 15,422 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $223,310 | 15,422 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $221,817 | 15,193 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $279,193 | 18,368 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $267,805 | 18,368 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $291,683 | 18,368 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $264,945 | 17,663 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $255,583 | 17,663 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $253,817 | 17,663 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $257,703 | 17,663 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $250,991 | 17,663 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $203,817 | 14,313 | Shares | Sole | 2026-06-15 | |
| 2022-03-31 | $236,965 | 14,379 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $272,916 | 15,045 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $281,491 | 15,045 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $280,739 | 15,045 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $305,529 | 16,955 | Shares | Sole | 2026-06-15 | |
| No 13F history on record for this holder in this stock. | ||||||