13F-HR filed by INDEPENDENT FINANCIAL GROUP, LLC
INDEPENDENT FINANCIAL GROUP, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2026-05-19, with 1,174 holding rows worth $2,909,235,504.
- Accession
- 0000275484-26-000007
- Filer
- CIK 275484
- Filed
- 2026-05-19
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 1,174 entries on the cover page, a total value of $2,909,235,504 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,909,235,504 with VALUE read as dollars as filed, 13F file number 028-26850. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | 45782C318 | US EQTY PWR BUF | 7,178 | $256,972 | dollars as filed | |
| FIRST TRUST HIGH YIELD LONG/SH | 33738D408 | FIRST TR TA HIYL | 6,260 | $256,910 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 9,591 | $254,938 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092832 | DIVID ETF RISI | 5,101 | $254,798 | dollars as filed | |
| CNX RES CORP COM | 12653C108 | Stock | 8,047 | $253,320 | dollars as filed | |
| VANGUARD WELLINGTON FD | 921935607 | US MULTIFACTOR | 2,004 | $253,125 | dollars as filed | |
| INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | 46137V563 | ETF | 11,759 | $252,466 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 4,712 | $251,763 | dollars as filed | |
| FIRST TR EXCH TRD ALPHDX FD | 33737J117 | EUROPE ALPHADEX | 6,153 | $251,227 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 4,468 | $250,517 | dollars as filed | |
| WISDOMTREE TR | 97717Y477 | US QUALITY GROW | 5,701 | $250,274 | dollars as filed | |
| HESS MIDSTREAM LP | 428103105 | CL A SHS | 5,901 | $249,535 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F771 | FT VEST US | 5,911 | $249,149 | dollars as filed | |
| LAS VEGAS SANDS CORP COM | 517834107 | Stock | 6,431 | $248,430 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45784N601 | EQUITY DEF PRO 2 | 10,000 | $248,283 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 4,140 | $247,406 | dollars as filed | |
| TRIMBLE INC COM | 896239100 | Stock | 3,765 | $247,172 | dollars as filed | |
| CENTRAL PUERTO S A | 155038201 | SPONSORED ADR | 22,218 | $246,398 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H752 | ALLIA US MAY ETF | 8,000 | $245,088 | dollars as filed | |
| JANUS HENDERSON B-BBB CLO ETF | 47103U753 | ETF | 4,980 | $242,377 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U521 | FT VEST US EQ MA | 7,954 | $242,149 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 7,292 | $241,876 | dollars as filed | |
| ISHARES INC | 464286392 | MSCI WORLD ETF | 1,577 | $241,565 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 1,658 | $241,554 | dollars as filed | |
| SUNOCO LP/SUNOCO FIN CORP | 86765K109 | COM UT REP LP | 4,156 | $241,297 | dollars as filed | |
| SERIES PORTFOLIOS TR | 81752T437 | INFRASTRUCTURE C | 4,900 | $241,198 | dollars as filed | |
| FISERV INC | 337738108 | COM | 1,091 | $240,926 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 3,791 | $240,865 | dollars as filed | |
| ALNYLAM PHARMACEUTICALS INC COM | 02043Q107 | Stock | 890 | $240,318 | dollars as filed | |
| PACER FDS TR | 69374H493 | SWAN SOS MODRTE | 8,600 | $239,280 | dollars as filed | |
| PAYLOCITY HLDG CORP COM | 70438V106 | Stock | 1,274 | $238,671 | dollars as filed | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 3,060 | $238,455 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R720 | NASDQ ARTFCIAL | 5,836 | $237,350 | dollars as filed | |
| AMEREN CORP COM | 023608102 | Stock | 2,358 | $236,740 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 165 | $236,376 | dollars as filed | |
| GLOBAL X FDS | 37950E291 | GLOBX SUPDV US | 12,545 | $236,348 | dollars as filed | |
| NUVEEN ARIZ PREM INCOME MUN | 67061W104 | COM | 19,582 | $236,155 | dollars as filed | |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 46641Q654 | ETF | 4,640 | $235,944 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 4,867 | $235,000 | dollars as filed | |
| TARGA RES CORP COM | 87612G101 | Stock | 1,166 | $233,762 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 1,130 | $232,249 | dollars as filed | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 1,584 | $232,230 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y300 | US MULTI-SECTOR | 8,504 | $232,159 | dollars as filed | |
| AMEDISYS INC | 023436108 | COM | 2,500 | $231,575 | dollars as filed | |
| MOLINA HEALTHCARE INC | 60855R100 | COM | 703 | $231,561 | dollars as filed | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 1,233 | $231,015 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 3,800 | $230,480 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 2,744 | $230,176 | dollars as filed | |
| U.S. GLOBAL JETS ETF | 26922A842 | ETF | 11,075 | $230,028 | dollars as filed | |
| Brentview Dividend Gr | 26922B469 | AAM BRENTVIEW | 11,765 | $229,902 | dollars as filed | |
| ALLIANT ENERGY CORP COM | 018802108 | Stock | 3,558 | $228,957 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C714 | EMRGNG MKT JULY | 9,045 | $228,512 | dollars as filed | |
| VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 921932794 | ETF | 2,137 | $228,368 | dollars as filed | |
| PULTE GROUP INC COM | 745867101 | Stock | 2,218 | $228,010 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 1,074 | $227,914 | dollars as filed | |
| ABERCROMBIE & FITCH CO CL A | 002896207 | Stock | 2,981 | $227,659 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 2,841 | $227,592 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 520 | $226,180 | dollars as filed | |
| PACER FDS TR | 69374H725 | LUNT MDCAP MLT | 5,319 | $225,472 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 371 | $225,383 | dollars as filed | |
| FIDUS INVESTMENT GROUP | 316500107 | COM | 11,050 | $225,310 | dollars as filed | |
| ISHARES TR | 46436E288 | INVT GRD CORP BD | 8,550 | $224,771 | dollars as filed | |
| VANGUARD RUSSELL 2000 VALUE ETF | 92206C649 | ETF | 1,688 | $224,589 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 1,139 | $224,497 | dollars as filed | |
| IRIDIUM COMMUNICATIONS INC | 46269C102 | COM | 8,200 | $224,024 | dollars as filed | |
| BLACKROCK MULTI-SECTOR INCOME | 09258A107 | COM | 15,422 | $223,311 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H877 | ALLIANZIM US EQT | 7,050 | $222,639 | dollars as filed | |
| NNN REIT INC COM | 637417106 | REIT | 5,205 | $221,993 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 507 | $221,913 | dollars as filed | |
| BLACKSTONE STRATEGIC CREDIT FU | 09257R101 | COM SHS BEN IN | 18,362 | $221,813 | dollars as filed | |
| EA SERIES TRUST | 02072L680 | STRIVE 500 ETF | 6,143 | $221,517 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 1,478 | $221,361 | dollars as filed | |
| GAP INC COM | 364760108 | Stock | 10,728 | $221,104 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 1,979 | $220,302 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P108 | INTL COR DIV TIL | 6,757 | $220,195 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 713 | $219,797 | dollars as filed | |
| PIMCO CORPORATE & INCM STRG | 72200U100 | COM | 16,090 | $219,629 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P830 | SHRT DUR MNG MUN | 11,024 | $219,047 | dollars as filed | |
| SPDR SERIES TRUST | 78464A722 | ST STR SP PHARMA | 5,000 | $219,000 | dollars as filed | |
| PACER US CASH COWS GROWTH ETF | 69374H667 | ETF | 4,970 | $218,362 | dollars as filed | |
| BROADRIDGE FINL SOLUTIONS INC COM | 11133T103 | Stock | 898 | $217,729 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 467 | $217,477 | dollars as filed | |
| GLOBAL X FDS | 37954Y855 | LITHIUM BTRY ETF | 5,605 | $217,474 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 3,445 | $216,794 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 1,853 | $216,692 | dollars as filed | |
| SPROTT PHYSICAL SILVER TR | 85207K107 | TR UNIT | 18,647 | $216,305 | dollars as filed | |
| SMURFIT WESTROCK PLC SHS | G8267P108 | Stock | 4,789 | $215,792 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N558 | SIMPLIFY OPPORT | 8,429 | $215,192 | dollars as filed | |
| JABIL INC COM | 466313103 | Stock | 1,580 | $214,991 | dollars as filed | |
| NUVEEN MUN CR INCOME FD | 67070X101 | COM SH BEN INT | 17,453 | $213,446 | dollars as filed | |
| CAESARS ENTERTAINMENT INC NE | 12769G100 | COM | 8,532 | $213,300 | dollars as filed | |
| MOLSON COORS BEVERAGE CO CL B | 60871R209 | Stock | 3,503 | $213,228 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 7,697 | $213,130 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 4,228 | $212,795 | dollars as filed | |
| ABRDN HEALTHCARE INVESTORS | 87911J103 | SH BEN INT | 13,025 | $211,526 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J742 | RAFI STRATGIC US | 4,277 | $211,113 | dollars as filed | |
| SPROTT ASSET MANAGEMENT LP | 85208R101 | PHYSICAL GOLD AN | 7,425 | $210,944 | dollars as filed | |
| APPLIED INDL TECHNOLOGIES INC COM | 03820C105 | Stock | 933 | $210,242 | dollars as filed | |
| LUCID GROUP INC | 549498103 | COM | 85,857 | $207,774 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U208 | FT VEST US EQT | 4,343 | $206,874 | dollars as filed | |
| iShares Global Healthcare ETF | 464287325 | SHS | 2,262 | $206,294 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072521 | QUALITY CONVER | 4,600 | $205,322 | dollars as filed | |
| MANULIFE FINL CORP | 56501R106 | COM | 6,589 | $205,247 | dollars as filed | |
| NEUBERGER BERMAN MLP AND ENERG | 64129H104 | COM | 22,800 | $205,200 | dollars as filed | |
| iShares MSCI Japan ETF | 46434G822 | SHS | 2,981 | $204,377 | dollars as filed | |
| PACER FDS TR | 69374H204 | TRENDP US MID CP | 5,904 | $204,278 | dollars as filed | |
| PACER FDS TR | 69374H519 | SWA MOD APR ETF | 7,519 | $204,040 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 5,140 | $204,007 | dollars as filed | |
| IONQ INC COM | 46222L108 | Stock | 9,236 | $203,839 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 2,054 | $203,777 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 590 | $203,692 | dollars as filed | |
| VIPSHOP HLDGS LTD SPONSORED ADS A | 92763W103 | ADR | 12,985 | $203,605 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 1,739 | $202,959 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H794 | ALLIANZIM US EQT | 6,750 | $202,177 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 247 | $201,518 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X143 | HLTH CARE ALPH | 1,944 | $201,398 | dollars as filed | |
| iShares Expanded Tech Sector ETF | 464287549 | SHS | 2,221 | $201,378 | dollars as filed | |
| PACER FDS TR | 69374H550 | SWAN SOS MOD JAN | 7,020 | $201,314 | dollars as filed | |
| NORTHERN LIGHTS FD TR | 66538J282 | OCEA PK DIVE ETF | 8,072 | $201,019 | dollars as filed | |
| Vanguard U.S. Momentum Factor ETF | 921935508 | SHS | 1,325 | $201,016 | dollars as filed | |
| CRESCENT CAP BDC INC | 225655109 | COM | 11,600 | $198,592 | dollars as filed | |
| MATTEL INC | 577081102 | COM | 10,133 | $196,884 | dollars as filed | |
| WISDOMTREE TR | 97717Y543 | ARTI INT INN FD | 10,201 | $193,819 | dollars as filed | |
| MONROE CAPITAL CORP | 610335101 | COM | 24,419 | $190,468 | dollars as filed | |
| INMODE LTD SHS | M5425M103 | Stock | 10,177 | $180,540 | dollars as filed | |
| PIMCO HIGH INCOME FD | 722014107 | COM SHS | 36,500 | $178,485 | dollars as filed | |
| EATON VANCE SENIOR FLOATING-RA | 27828Q105 | COM | 14,550 | $178,238 | dollars as filed | |
| PURECYCLE TECHNOLOGIES INC | 74623V103 | COM | 25,635 | $177,394 | dollars as filed | |
| TEKLA LIFE SCIENCES INVESTORS | 87911K100 | SH BEN INT | 13,472 | $170,954 | dollars as filed | |
| PETROLEO BRASILEIRO S A | 71654V408 | SPONSORED ADR | 11,892 | $170,531 | dollars as filed | |
| Perion Network Ltd | M78673114 | COM | 20,900 | $170,126 | dollars as filed | |
| VANECK ETF TRUST | 92189H821 | DIGI TRANSFRM | 18,521 | $167,241 | dollars as filed | |
| FRANKLIN UNIVERSAL TRUST | 355145103 | SH BEN INT | 21,283 | $160,257 | dollars as filed | |
| QUANTUM COMPUTING INC | 74766W108 | COM | 19,475 | $155,800 | dollars as filed | |
| MARA HOLDINGS INC COM | 565788106 | Stock | 13,322 | $153,204 | dollars as filed | |
| HIGHLAND OPPS & INCOME FD | 43010E404 | HIGHLAND INCOME | 28,605 | $148,745 | dollars as filed | |
| FREIGHTCAR AMER INC | 357023100 | COM | 25,100 | $138,803 | dollars as filed | |
| GLOBAL X FDS | 37954Y434 | GENOMIC BIOTECH | 17,044 | $135,500 | dollars as filed | |
| DYNAVAX TECHNOLOGIES CORP | 268158201 | COM NEW | 10,000 | $129,700 | dollars as filed | |
| NUVEEN CALIFORNIA AMT-FREE MUN | 670651108 | COM | 10,000 | $125,900 | dollars as filed | |
| BLACKROCK MUNIYIELD QUALITY FU | 09254F100 | COM | 10,510 | $123,072 | dollars as filed | |
| UIPATH INC | 90364P105 | CL A | 11,668 | $120,180 | dollars as filed | |
| JOBY AVIATION INC | g65163100 | COMMON STOCK | 19,725 | $118,745 | dollars as filed | |
| ABERDEEN INCOME CR STRATEGIE | 003057106 | COM | 19,173 | $112,929 | dollars as filed | |
| T-Rex 2X Long MSTR Daily Target ETF | 26923N462 | ETF | 19,500 | $106,470 | dollars as filed | |
| NEWELL BRANDS INC COM | 651229106 | Stock | 15,615 | $96,813 | dollars as filed | |
| OPTIMUM COMMUNICATIONS INC | 02156K103 | CL A | 36,280 | $96,505 | dollars as filed | |
| GABELLI MULTIMEDIA TR INC | 36239Q109 | COM | 20,722 | $95,941 | dollars as filed | |
| ARCHER AVIATION INC | 03945R102 | COM CL A | 13,392 | $95,218 | dollars as filed | |
| VIRTUS STONE HBR EMRG MKTS I | 86164T107 | COM | 17,900 | $90,574 | dollars as filed | |
| PIMCO MUN INCOME FD II | 72200W106 | COM | 11,171 | $90,485 | dollars as filed | |
| HAIN CELESTIAL GROUP INC | 405217100 | COM | 21,650 | $89,848 | dollars as filed | |
| LIBERTY ALL STAR GROWTH FUND I | 529900102 | COM | 16,555 | $80,953 | dollars as filed | |
| Veru Inc | 92536C103 | Common Stock | 154,000 | $75,475 | dollars as filed | |
| NEW GOLD INC CDA | 644535106 | COM | 20,000 | $74,200 | dollars as filed | |
| NIO INC SPON ADS | 62914V106 | ADR | 17,748 | $67,620 | dollars as filed | |
| QUANTUMSCAPE CORP COM CL A | 74767V109 | Stock | 15,658 | $65,137 | dollars as filed | |
| MEDICAL PROPERTIES TRUST INC COM | 58463J304 | REIT | 10,657 | $64,262 | dollars as filed | |
| PUTNAM MANAGED MUN INCOME TR | 746823103 | COM | 10,253 | $62,851 | dollars as filed | |
| NANO X IMAGING LTD | M70700105 | ORD SHS | 11,570 | $57,792 | dollars as filed | |
| UNITI GROUP INC | 91325V108 | COM | 10,685 | $53,852 | dollars as filed | |
| LITHIUM AMERS CORP NEW COM SHS | 53681J103 | Stock | 13,931 | $37,753 | dollars as filed | |
| CARECLOUD INC | 14167R100 | COM | 25,207 | $35,038 | dollars as filed | |
| SELLAS LIFE SCIENCES GROUP I | 81642T209 | COM NEW | 23,250 | $25,110 | dollars as filed | |
| VOLATILITY SHS TR | 92864M400 | 2X ETHER ETF | 13,079 | $24,000 | dollars as filed | |
| PLUG PWR INC | 72919P202 | COM NEW | 17,103 | $23,090 | dollars as filed | |
| TMC THE METALS CO INC | 87261Y106 | COMMON STOCK | 10,000 | $17,200 | dollars as filed | |
| TENAYA THERAPEUTICS INC | 87990A106 | COM | 25,000 | $14,253 | dollars as filed | |
| CHARGEPOINT HLDGS INC | 15961R105 | COM CL A | 19,137 | $11,578 | dollars as filed | |
| AMERICAN BATTERY TECHNOLOGY | 02451V309 | COM NEW | 10,353 | $10,664 | dollars as filed | |
| TILRAY INC | 88688T100 | COM CL 2 | 14,494 | $9,530 | dollars as filed | |
| PIXELWORKS INC | 72581M305 | COM NEW | 10,500 | $6,581 | dollars as filed | |
| ONCOLYTICS BIOTECH INC | 682310875 | COM NEW | 11,081 | $6,083 | dollars as filed | |
| TRX GOLD CORPORATION | 87283P109 | COM | 10,600 | $3,297 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000275484-26-000007 | this filing | 2026-05-19 | acceptance time not in the bulk data set |