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 SBRA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,723,791 | 245,647 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,531,148 | 239,237 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $4,395,162 | 235,792 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $4,268,896 | 231,502 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $4,150,295 | 237,567 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $3,911,115 | 225,815 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $4,210,791 | 226,265 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $2,591,974 | 168,310 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,621,007 | 109,750 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,619,059 | 113,459 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $1,544,914 | 110,826 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $1,324,666 | 112,546 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $1,224,692 | 106,495 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $1,359,829 | 109,399 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $1,509,403 | 115,046 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $1,615,225 | 115,621 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $1,644,332 | 110,432 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $912,866 | 67,420 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $847,297 | 57,561 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $1,018,290 | 55,950 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $787,571 | 45,367 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $753,458 | 43,377 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $654,087 | 47,432 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $618,181 | 42,840 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $878,787 | 80,475 | Shares | Sole | 2026-06-15 | |
| No 13F history on record for this holder in this stock. | ||||||