INDEPENDENT FINANCIAL GROUP, LLC
1,388 holdingsFiling period: 2026-03-31Current AUM: $3.72Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.16M | $201.7M | $232.2M | 6.25% | -557,495 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 317.6K | $80.6M | $98.1M | 2.64% | -179,810 | 2026-03-31 |
| 3 | QQQ | INVESCO QQQ TR | 116.6K | $67.3M | $80.2M | 2.16% | -76,208 | 2026-03-31 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 79.1K | $51.5M | $59.1M | 1.59% | -29,845 | 2026-03-31 |
| 5 | PAAA | PGIM ETF TR | 956.8K | $49.0M | $49.1M | 1.32% | -527,752 | 2026-03-31 |
| 6 | IVV | ISHARES TR | 72.8K | $47.5M | $54.6M | 1.47% | -20,618 | 2026-03-31 |
| 7 | AVGO | BROADCOM INC | 140.1K | $43.4M | $54.6M | 1.47% | -191,392 | 2026-03-31 |
| 8 | VTI | VANGUARD INDEX FDS | 123.4K | $39.6M | $45.4M | 1.22% | -16,377 | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 99.6K | $36.9M | $46.3M | 1.25% | -83,921 | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 165.2K | $34.4M | $44.9M | 1.21% | -209,557 | 2026-03-31 |
| 11 | SPYM | SPDR SERIES TRUST | 390.9K | $29.9M | $34.4M | 0.92% | -16,668 | 2026-03-31 |
| 12 | TSLA | TESLA INC | 65.5K | $24.4M | $20.4M | 0.55% | -19,910 | 2026-03-31 |
| 13 | BUFR | FIRST TR EXCHNG TRADED FD VI | 715.5K | $24.2M | $26.3M | 0.71% | -38,831 | 2026-03-31 |
| 14 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 539.3K | $22.9M | $26.7M | 0.72% | -22,380 | 2026-03-31 |
| 15 | PLTR | PALANTIR TECHNOLOGIES INC | 155.8K | $22.8M | $19.2M | 0.52% | -166,669 | 2026-03-31 |
| 16 | BND | VANGUARD BD INDEX FDS | 306.3K | $22.6M | $22.1M | 0.60% | +137.4K | 2026-03-31 |
| 17 | JAAA | JANUS DETROIT STR TR | 423.9K | $21.4M | $21.4M | 0.58% | -113,356 | 2026-03-31 |
| 18 | XLK | SELECT SECTOR SPDR TR | 158.8K | $21.1M | $27.8M | 0.75% | -57,189 | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 72.4K | $20.8M | $25.8M | 0.69% | -47,501 | 2026-03-31 |
| 20 | GARP | ISHARES TR | 321.1K | $20.5M | $25.5M | 0.69% | -49,075 | 2026-03-31 |
| 21 | GLD | SPDR GOLD TR | 45.6K | $19.6M | $16.9M | 0.46% | -39,457 | 2026-03-31 |
| 22 | GOOG | ALPHABET INC | 66.6K | $19.1M | $23.7M | 0.64% | -77,835 | 2026-03-31 |
| 23 | RDVY | FIRST TR EXCHANGE TRADED FD | 271.8K | $18.6M | $22.0M | 0.59% | -51,628 | 2026-03-31 |
| 24 | SPYG | SPDR SERIES TRUST | 187.2K | $18.3M | $21.9M | 0.59% | +10.4K | 2026-03-31 |
| 25 | BPRE | BLUEROCK PVT REAL ESTATE FD | 1.09M | $18.1M | $13.2M | 0.35% | +232.3K | 2026-03-31 |
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