INDEPENDENT FINANCIAL GROUP, LLC

Q4 2021 13F-HR Holdings

Location
San Diego, CA
Holdings as of
12/31/2021
Date filed
6/15/2026
Form type
13F-HR
Num holdings
772
Total value ($000)
$1,210,375
Net value change ($000)
+231,746 (23.7%)
New positions
147
Sold out positions
79
Turnover %
10.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/15/2026 Next filing: 6/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2021
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)
GRID 35,892 NEW
NVDA 16,475 55.0%
AAPL 13,815 30.8%
TSLA 10,028 69.0%
SPY 6,581 59.0%
MSFT 6,447 24.3%
RDVY 5,837 16.2%
VDE 3,020 621.4%
AMD 2,965 80.2%
QQQ 2,621 11.0%
Top Reduces (Value $000, Stocks/ETFs)
MRNA -2,998 -43.0%
UPST -1,624 -83.2%
VYM -1,614 -28.3%
FDNI -1,580 -100.0%
ARKK -1,341 -31.7%
CLOU -1,288 -100.0%
NCLH -1,211 -77.2%
GSY -933 -37.6%
PENN -849 -100.0%
ZM -825 -67.8%
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