INDEPENDENT FINANCIAL GROUP, LLC
Top Portfolio Positions
681 positions ·
$2,202,988,193 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,690,306 | $294,789,366 | 13.38% | |
| AAPL |
Apple Inc.
Technology
|
492,087 | $124,886,759 | 5.67% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
184,658 | $106,580,904 | 4.84% | |
| AVGO |
Broadcom Inc.
Technology
|
310,121 | $95,985,550 | 4.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
383,080 | $79,784,071 | 3.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
106,085 | $68,991,318 | 3.13% | |
| MSFT |
Microsoft Corp
Technology
|
185,111 | $68,522,538 | 3.11% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
299,614 | $43,827,535 | 1.99% | |
| 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 HFRO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $163,477 | 28,630 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $169,580 | 28,358 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $192,112 | 30,254 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $155,766 | 29,955 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $148,746 | 28,605 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $158,170 | 30,476 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $400,019 | 65,256 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $399,568 | 63,931 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $350,818 | 49,903 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $358,107 | 46,568 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $317,925 | 39,543 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $389,256 | 43,107 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $366,912 | 41,742 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $457,762 | 44,443 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $360,991 | 37,139 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $418,185 | 37,139 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $423,452 | 35,465 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $381,298 | 34,695 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $373,665 | 34,695 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $378,522 | 34,695 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $379,777 | 34,245 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $352,038 | 34,245 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $285,145 | 33,195 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $267,219 | 33,195 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $283,153 | 33,195 | Shares | Sole | 2026-06-15 | |
| No 13F history on record for this holder in this stock. | ||||||