INDEPENDENT FINANCIAL GROUP, LLC

Q2 2024 13F-HR Holdings

Location
San Diego, CA
Holdings as of
6/30/2024
Date filed
6/12/2026
Form type
13F-HR
Num holdings
1,087
Total value ($000)
$2,496,473
Net value change ($000)
+319,356 (14.7%)
New positions
144
Sold out positions
73
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/12/2026 Next filing: 6/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2024
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 74,593 47.3%
AAPL 22,770 30.8%
AVGO 18,358 60.0%
QQQ 9,711 18.7%
LLY 9,078 46.4%
FLRT 8,657 406.1%
MSFT 8,172 13.6%
GARP 8,019 91.3%
AMZN 7,548 14.3%
IVV 5,480 20.0%
Top Reduces (Value $000, Stocks/ETFs)
CALF -4,071 -23.3%
BX -3,381 -30.9%
KRE -3,162 -64.7%
AMD -2,995 -24.0%
PIONEER NATURAL RESOURCES CO -2,667 -100.0%
DIA -2,328 -27.0%
TLT -2,305 -28.9%
IYC -2,292 -100.0%
PSX -2,108 -53.4%
FTSM -1,971 -47.8%
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