INDEPENDENT FINANCIAL GROUP, LLC

Q2 2023 13F-HR Holdings

Location
San Diego, CA
Holdings as of
6/30/2023
Date filed
6/12/2026
Form type
13F-HR
Num holdings
876
Total value ($000)
$1,449,726
Net value change ($000)
+199,684 (16.0%)
New positions
100
Sold out positions
60
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/12/2026 Next filing: 6/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 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 21,741 48.8%
QQQ 12,712 48.8%
AAPL 12,419 20.6%
AMZN 9,724 37.8%
MSFT 8,439 26.8%
AVGO 5,382 48.3%
TSLA 4,772 24.8%
TBIL 3,905 1473.6%
SPY 3,868 17.3%
XLK 3,784 57.7%
Top Reduces (Value $000, Stocks/ETFs)
VDE -4,089 -67.9%
STIP -3,308 -75.2%
SCHD -2,471 -30.7%
HDV -2,338 -68.3%
DVY -2,035 -46.7%
VTIP -1,908 -57.7%
ONON -1,838 -100.0%
DWM -1,652 -60.4%
GDX -1,544 -28.4%
BIL -1,442 -43.6%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type