INDEPENDENT FINANCIAL GROUP, LLC

Q4 2023 13F-HR Holdings

Location
San Diego, CA
Holdings as of
12/31/2023
Date filed
6/12/2026
Form type
13F-HR
Num holdings
950
Total value ($000)
$1,870,198
Net value change ($000)
+333,260 (21.7%)
New positions
128
Sold out positions
77
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/12/2026 Next filing: 6/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AAPL 14,301 21.8%
MSFT 13,103 32.5%
NVDA 11,031 15.3%
QQQ 10,040 26.6%
CALF 9,021 449.3%
AMZN 8,165 23.2%
SPY 7,740 29.4%
AVGO 6,972 43.4%
IVV 6,085 41.0%
COWZ 4,853 46.9%
Top Reduces (Value $000, Stocks/ETFs)
FLOT -2,944 -70.4%
XLE -2,674 -14.6%
DWSH -2,424 -100.0%
PECO -1,797 -21.5%
DVN -1,394 -53.3%
XOM -1,281 -15.8%
BOND -1,268 -68.2%
OKE -1,204 -32.1%
ARR -1,129 -100.0%
DWAS -1,115 -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