INDEPENDENT FINANCIAL GROUP, LLC
CIK
275484
City
SAN DIEGO
State / Country
CA
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 FTHY
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,522,138 | 112,501 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,623,889 | 115,415 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,730,106 | 119,400 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,975,837 | 133,053 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,053,446 | 142,107 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $2,124,708 | 146,734 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $2,134,550 | 141,174 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $2,063,726 | 144,115 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $2,145,173 | 147,536 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $2,073,020 | 148,817 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $2,100,350 | 157,684 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $2,064,997 | 150,510 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $2,072,850 | 148,485 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $1,971,611 | 146,262 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $1,972,506 | 146,437 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $2,034,214 | 140,001 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $3,343,259 | 192,031 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $3,285,608 | 162,493 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $2,803,122 | 136,405 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $1,832,650 | 91,404 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $2,077,104 | 104,640 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $2,246,376 | 110,550 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $2,137,744 | 106,081 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $1,864,344 | 92,203 | Shares | Sole | 2026-06-15 | |
| No 13F history on record for this holder in this stock. | ||||||