INDEPENDENT FINANCIAL GROUP, LLC

Q4 2022 13F-HR Holdings

Location
San Diego, CA
Holdings as of
12/31/2022
Date filed
6/12/2026
Form type
13F-HR
Num holdings
779
Total value ($000)
$1,163,359
Net value change ($000)
+59,727 (5.4%)
New positions
86
Sold out positions
50
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/12/2026 Next filing: 6/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
XLE 3,577 37.9%
SPY 2,287 13.0%
PULS 2,251 5.3%
NVDA 2,219 10.9%
FCX 2,095 665.1%
BA 2,031 87.8%
AVGO 1,925 26.3%
COWZ 1,756 42.4%
ASML 1,687 216.3%
VTI 1,656 10.2%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -10,869 -51.3%
AMZN -6,262 -24.0%
UUP -4,848 -94.5%
STIP -4,204 -6.8%
BX -3,388 -25.6%
JBBB -2,323 -91.1%
AAPL -1,872 -4.3%
SCHG -1,441 -33.7%
USDU -1,340 -100.0%
MRVL -1,301 -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