INDEPENDENT FINANCIAL GROUP, LLC

Q2 2020 13F-HR Holdings

Location
San Diego, CA
Holdings as of
6/30/2020
Date filed
6/15/2026
Form type
13F-HR
Num holdings
476
Total value ($000)
$454,582
Net value change ($000)
+114,452 (33.6%)
New positions
107
Sold out positions
43
Turnover %
12.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/15/2026 Next filing: 6/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2020
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)
AMZN 8,405 54.6%
AAPL 6,336 45.5%
MSFT 4,049 33.4%
NVDA 3,979 43.1%
VLUE 2,118 NEW
FTHY 1,864 NEW
MAIN 1,746 NEW
TSLA 1,636 105.7%
SHOP 1,560 186.8%
QQQ 1,534 27.2%
Top Reduces (Value $000, Stocks/ETFs)
FEMS -7,383 -100.0%
PROSHARES TR -1,025 -100.0%
DWSH -846 -100.0%
GOVT -610 -100.0%
FVC -604 -100.0%
IJR -464 -32.4%
BWX -464 -100.0%
LUMN -452 -100.0%
XSLV -447 -100.0%
AMLP -423 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type