INDEPENDENT FINANCIAL GROUP, LLC

Q1 2023 13F-HR Holdings

Location
San Diego, CA
Holdings as of
3/31/2023
Date filed
6/12/2026
Form type
13F-HR
Num holdings
836
Total value ($000)
$1,250,042
Net value change ($000)
+86,683 (7.5%)
New positions
113
Sold out positions
56
Turnover %
8.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/12/2026 Next filing: 6/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2022
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 21,989 97.5%
AAPL 18,504 44.3%
TSLA 8,931 86.6%
MSFT 7,324 30.3%
AMZN 5,919 29.9%
QQQ 5,788 28.6%
VUG 5,284 244.4%
PFF 4,770 353.1%
GDX 4,447 453.3%
VBK 4,189 681.1%
Top Reduces (Value $000, Stocks/ETFs)
STIP -53,542 -92.4%
LMBS -52,830 -98.2%
PULS -44,565 -100.0%
XBI -5,219 -82.2%
TFLO -1,385 -100.0%
PROSHARES TRUST -1,265 -100.0%
DGRO -1,174 -32.7%
MRNA -863 -39.6%
IWX -795 -100.0%
INFL -731 -100.0%
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