INDEPENDENT FINANCIAL GROUP, LLC

Q3 2022 13F-HR Holdings

Location
San Diego, CA
Holdings as of
9/30/2022
Date filed
6/12/2026
Form type
13F-HR
Num holdings
744
Total value ($000)
$1,103,632
Net value change ($000)
+167,694 (17.9%)
New positions
87
Sold out positions
54
Turnover %
10.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/12/2026 Next filing: 6/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
STIP 58,698 1703.9%
LMBS 53,563 4936.7%
PULS 42,314 NEW
SPTM 4,635 NEW
GSLC 3,444 NEW
TSLA 3,282 18.3%
XLE 3,100 49.0%
UUP 2,885 128.5%
DBA 2,513 NEW
AMZN 2,419 10.2%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -6,056 -23.0%
MSFT -3,512 -13.1%
TSM -2,869 -77.4%
MAIN -2,298 -66.5%
GLD -2,183 -24.3%
DFP -2,076 -100.0%
EPR -1,803 -100.0%
IYW -1,669 -69.1%
HOMB -1,511 -53.1%
FANG -1,393 -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