INDEPENDENT FINANCIAL GROUP, LLC

Q1 2024 13F-HR Holdings

Location
San Diego, CA
Holdings as of
3/31/2024
Date filed
6/12/2026
Form type
13F-HR
Num holdings
1,016
Total value ($000)
$2,177,117
Net value change ($000)
+306,919 (16.4%)
New positions
117
Sold out positions
51
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/12/2026 Next filing: 6/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 74,756 90.1%
AMZN 9,341 21.5%
GARP 8,784 NEW
RDVY 8,198 79.0%
SPY 7,821 23.0%
AVGO 7,581 32.9%
PDI 7,557 182.1%
GBTC 7,286 NEW
COWZ 7,194 47.3%
LLY 7,135 57.4%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -8,796 -31.5%
EXCHANGE TRADED CONCEPTS TRUST -7,485 -95.2%
BX -6,111 -35.8%
AAPL -5,772 -7.2%
ROUS -3,674 -100.0%
OBDC -2,699 -60.1%
HTGC -2,485 -73.2%
LULU -2,395 -84.4%
MSTR -2,206 -71.6%
FCX -2,174 -61.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type