INDEPENDENT FINANCIAL GROUP, LLC

Q4 2024 13F-HR Holdings

Location
San Diego, CA
Holdings as of
12/31/2024
Date filed
6/12/2026
Form type
13F-HR
Num holdings
1,155
Total value ($000)
$3,009,639
Net value change ($000)
+289,675 (10.6%)
New positions
136
Sold out positions
107
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/12/2026 Next filing: 5/19/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 20,422 31.0%
QQQE 19,581 NEW
NVDA 17,598 8.1%
PLTR 15,213 386.5%
AMZN 13,638 23.0%
TSLA 10,452 48.2%
AAPL 9,832 9.3%
SPY 9,638 19.3%
MRVL 8,094 153.5%
SDVY 7,409 63.3%
Top Reduces (Value $000, Stocks/ETFs)
PDI -10,359 -46.3%
TLT -9,240 -69.3%
LLY -8,644 -40.2%
AHR -5,236 -54.8%
AMD -3,588 -36.6%
HDGE -2,838 -100.0%
ETH -2,825 -100.0%
ANET -2,825 -100.0%
TQQQ -2,787 -25.9%
UNH -2,606 -36.7%
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