INDEPENDENT FINANCIAL GROUP, LLC

Q3 2024 13F-HR Holdings

Location
San Diego, CA
Holdings as of
9/30/2024
Date filed
6/12/2026
Form type
13F-HR
Num holdings
1,126
Total value ($000)
$2,719,964
Net value change ($000)
+223,491 (9.0%)
New positions
130
Sold out positions
92
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 Q2 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)
AVGO 16,802 34.3%
AHR 9,547 NEW
AAPL 9,335 9.6%
PDI 9,232 70.2%
TLT 7,642 134.5%
COST 6,022 27.5%
CALF 5,631 42.0%
IWM 5,136 116.4%
IVV 5,112 15.6%
SPY 5,034 11.2%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -14,738 -6.3%
CRWD -10,731 -68.6%
NVO -9,946 -87.3%
LLY -7,139 -24.9%
ARKK -4,354 -81.1%
MSFT -4,103 -6.0%
FLOT -3,748 -84.5%
GOOGL -3,575 -15.3%
FLRT -3,384 -31.4%
GOOGL -3,294 -18.7%
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