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INDEPENDENT FINANCIAL GROUP, LLC

CIK
275484
City
SAN DIEGO
State / Country
CA

Top Portfolio Positions

681 positions · $2,202,988,193 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in SLRC

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Shares Held

Position Value (USD)

16 quarters on record
Report Date Value (USD) Shares
2026-03-31 $414,303 28,952
2025-12-31 $420,388 27,192
2025-09-30 $411,790 26,932
2025-06-30 $358,663 22,222
2025-03-31 $371,847 22,055
2024-12-31 $346,260 21,427
2024-09-30 $321,106 21,336
2024-06-30 $336,763 20,930
2024-03-31 $292,248 19,039
2023-12-31 $285,314 18,983
2023-09-30 $275,434 17,897
2023-06-30 $244,487 17,133
2023-03-31 $255,800 17,008
2022-12-31 $233,994 16,822
2022-09-30 $207,813 16,868
2022-06-30 $246,778 16,868