13F-HR filed by INDEPENDENT FINANCIAL GROUP, LLC
INDEPENDENT FINANCIAL GROUP, LLC filed this 13F-HR for the quarter ended 2024-09-30, filed 2026-06-12, with 1,126 holding rows worth $2,719,964,240.
- Accession
- 0000275484-26-000011
- Filer
- CIK 275484
- Filed
- 2026-06-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2024
A holdings report, 1,126 entries on the cover page, a total value of $2,719,964,240 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,719,964,240 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 |
|---|---|---|---|---|---|---|
| AIM ETF PRODUCTS TRUST | 00888H877 | ALLIANZIM US EQT | 7,050 | $223,943 | dollars as filed | |
| YIREN DIGITAL LTD | 98585L100 | SPONSORED ADS | 39,347 | $223,884 | dollars as filed | |
| VANGUARD WORLD FD | 921910709 | EXTENDED DUR | 2,804 | $223,423 | dollars as filed | |
| GUGGENHEIM STRATEGIC OPPORTU | 40167F101 | COM SBI | 14,168 | $223,288 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F797 | ACTV FCTR SMCP | 7,242 | $223,275 | dollars as filed | |
| APPLIED INDL TECHNOLOGIES INC COM | 03820C105 | Stock | 1,000 | $223,130 | dollars as filed | |
| NUVEEN MUN CR INCOME FD | 67070X101 | COM SH BEN INT | 16,987 | $222,531 | dollars as filed | |
| SANOFI SA SPONSORED ADR | 80105N105 | ADR | 3,856 | $222,224 | dollars as filed | |
| HESS MIDSTREAM LP | 428103105 | CL A SHS | 6,300 | $222,221 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 2,058 | $222,196 | dollars as filed | |
| ALBEMARLE CORP | 012653101 | COM | 2,343 | $221,981 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 4,144 | $221,878 | dollars as filed | |
| ISHARES TR | 464287754 | US INDUSTRIALS | 1,657 | $221,548 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 4,932 | $221,170 | dollars as filed | |
| FRESHPET INC COM | 358039105 | Stock | 1,616 | $221,020 | dollars as filed | |
| MASCO CORP | 574599106 | COM | 2,633 | $221,014 | dollars as filed | |
| FIRST TRUST HIGH YIELD LONG/SH | 33738D408 | FIRST TR TA HIYL | 5,266 | $220,992 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y178 | INTL DVLPD 10 BU | 8,530 | $220,415 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y210 | EMERGING MRKT 10 | 8,541 | $220,358 | dollars as filed | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 4,218 | $220,053 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 1,991 | $220,045 | dollars as filed | |
| BIOGEN INC COM | 09062X103 | Stock | 1,135 | $220,008 | dollars as filed | |
| LEGG MASON ETF INVT | 524682200 | CMN | 3,010 | $219,801 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 3,799 | $219,593 | dollars as filed | |
| HALOZYME THERAPEUTICS INC COM | 40637H109 | Stock | 3,834 | $219,458 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 246 | $218,495 | dollars as filed | |
| FRONTLINE PLC COM | M46528101 | Stock | 9,541 | $218,034 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 1,999 | $218,008 | dollars as filed | |
| iShares Morningstar Small-Cap Growth ETF | 464288604 | SHS | 4,443 | $217,529 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 1,619 | $217,254 | dollars as filed | |
| AMPLIFY ETF TR | 032108607 | BLOCK TECHN ETF | 5,787 | $217,177 | dollars as filed | |
| PACER INDUSTRIAL REAL ESTATE ETF | 69374H766 | ETF | 5,008 | $216,796 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 2,876 | $216,505 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 2,692 | $216,378 | dollars as filed | |
| BROADRIDGE FINL SOLUTIONS INC COM | 11133T103 | Stock | 1,006 | $216,364 | dollars as filed | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 1,354 | $215,895 | dollars as filed | |
| STELLANTIS N.V SHS | N82405106 | Stock | 15,579 | $215,882 | dollars as filed | |
| NUVEEN ARIZ PREM INCOME MUN | 67061W104 | COM | 18,181 | $214,907 | dollars as filed | |
| NNN REIT INC COM | 637417106 | REIT | 4,424 | $214,520 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092303 | CONSMR STAPLES | 4,197 | $214,257 | dollars as filed | |
| WISDOMTREE TR | 97717W703 | INTL EQUITY FD | 3,716 | $213,881 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 1,426 | $213,515 | dollars as filed | |
| CHEMED CORP NEW | 16359R103 | COM | 355 | $213,344 | dollars as filed | |
| Vanguard U.S. Momentum Factor ETF | 921935508 | SHS | 1,325 | $213,259 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 5,140 | $213,259 | dollars as filed | |
| VALE S A | 91912E105 | SPONSORED ADS | 18,200 | $212,577 | dollars as filed | |
| PACKAGING CORP AMER COM | 695156109 | Stock | 985 | $212,169 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 712 | $211,991 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 4,042 | $211,801 | dollars as filed | |
| AEROVIRONMENT INC COM | 008073108 | Stock | 1,055 | $211,528 | dollars as filed | |
| Bit Digital, Inc. Ordinary Shares | 09174C104 | COM | 6,100 | $210,999 | dollars as filed | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 3,301 | $210,769 | dollars as filed | |
| FISERV INC | 337738108 | COM | 1,172 | $210,550 | dollars as filed | |
| WISDOMTREE TR | 97717Y477 | US QUALITY GROW | 4,613 | $210,468 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P830 | SHRT DUR MNG MUN | 10,509 | $210,285 | dollars as filed | |
| CHECK POINT SOFTWARE TECH LTD ORD | M22465104 | Stock | 1,090 | $210,163 | dollars as filed | |
| PAYLOCITY HLDG CORP COM | 70438V106 | Stock | 1,271 | $209,677 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U208 | FT VEST US EQT | 4,343 | $208,942 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 3,186 | $206,649 | dollars as filed | |
| VANECK ETF TRUST | 92189H201 | INTRMDT MUNI ETF | 4,395 | $206,345 | dollars as filed | |
| ARK 21SHARES BITCOIN ETF | 040919102 | SHS BEN INT | 3,242 | $205,770 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C318 | US EQTY PWR BUF | 5,838 | $205,753 | dollars as filed | |
| iShares Future AI & Tech ETF | 46435U556 | SHS | 5,993 | $205,200 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V707 | ST STR UL BD ETF | 5,017 | $204,593 | dollars as filed | |
| CONSOL ENERGY INC NEW | 20854L108 | COM | 1,954 | $204,570 | dollars as filed | |
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 6,943 | $204,208 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N632 | ENHANCED INM ETF | 8,698 | $203,925 | dollars as filed | |
| BRINKER INTL INC COM | 109641100 | Stock | 2,659 | $203,493 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V597 | RAFI US 1500 | 4,875 | $202,564 | dollars as filed | |
| DIREXION SHS ETF TR | 25460G138 | DAILY 20+ YEAR T | 3,500 | $202,160 | dollars as filed | |
| ANSYS INC COM | 03662Q105 | COM | 633 | $201,693 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 1,695 | $201,078 | dollars as filed | |
| PINNACLE WEST CAP CORP | 723484101 | COM | 2,269 | $201,042 | dollars as filed | |
| VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 921932794 | ETF | 1,674 | $200,541 | dollars as filed | |
| PACER FDS TR | 69374H550 | SWAN SOS MOD JAN | 7,020 | $200,455 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 1,741 | $200,319 | dollars as filed | |
| BXP INC COM | 101121101 | REIT | 2,488 | $200,184 | dollars as filed | |
| CALAMOS GBL DYN INCOME FUND | 12811L107 | COM | 27,811 | $199,405 | dollars as filed | |
| MONROE CAPITAL CORP | 610335101 | COM | 24,419 | $197,306 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 17,909 | $191,626 | dollars as filed | |
| DIREXION SHS ETF TR | 25460G286 | DAILY TSLA 2X SH | 13,635 | $188,436 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 15,780 | $187,151 | dollars as filed | |
| LUMEN TECHNOLOGIES INC | 550241103 | COM | 25,800 | $183,180 | dollars as filed | |
| Perion Network Ltd | M78673114 | COM | 23,000 | $181,240 | dollars as filed | |
| ENERGY SVCS ACQUISITION CORP | 29271Q103 | COM | 19,022 | $180,709 | dollars as filed | |
| Veru Inc | 92536C103 | Common Stock | 234,000 | $179,946 | dollars as filed | |
| PETROLEO BRASILEIRO S A | 71654V408 | SPONSORED ADR | 12,343 | $177,863 | dollars as filed | |
| KAYNE ANDERSON ENERGY | 486606106 | COM | 15,674 | $172,414 | dollars as filed | |
| LIFEVANTAGE CORP | 53222K205 | COMMON STOCK | 13,825 | $167,006 | dollars as filed | |
| SPROTT PHYSICAL SILVER TR | 85207K107 | TR UNIT | 15,769 | $164,786 | dollars as filed | |
| NEUBERGER BERMAN MLP AND ENERG | 64129H104 | COM | 20,050 | $164,410 | dollars as filed | |
| OFS CAPITAL CORP | 67103B100 | COM | 18,200 | $153,790 | dollars as filed | |
| PARK HOTELS & RESORTS INC COM | 700517105 | REIT | 10,316 | $145,456 | dollars as filed | |
| BLACKROCK MUNIYIELD QUALITY FU | 09254F100 | COM | 10,510 | $137,786 | dollars as filed | |
| GLOBAL X FDS | 37954Y434 | GENOMIC BIOTECH | 12,172 | $136,935 | dollars as filed | |
| PIMCO HIGH INCOME FD | 722014107 | COM SHS | 27,000 | $135,000 | dollars as filed | |
| ABERDEEN INCOME CR STRATEGIE | 003057106 | COM | 19,506 | $129,130 | dollars as filed | |
| GABELLI MULTIMEDIA TR INC | 36239Q109 | COM | 23,466 | $115,689 | dollars as filed | |
| ALPHATEC HLDGS INC | 02081G201 | COM NEW | 20,800 | $115,648 | dollars as filed | |
| GLOBAL BLUE GROUP HOLDING AG ORD SHS | H33700107 | Stock | 20,612 | $112,748 | dollars as filed | |
| OPTIMUM COMMUNICATIONS INC | 02156K103 | CL A | 45,145 | $111,057 | dollars as filed | |
| NIO INC SPON ADS | 62914V106 | ADR | 15,791 | $105,484 | dollars as filed | |
| PIMCO MUN INCOME FD II | 72200W106 | COM | 11,171 | $104,896 | dollars as filed | |
| NEWELL BRANDS INC COM | 651229106 | Stock | 13,265 | $101,875 | dollars as filed | |
| PIONEER MUNICIPAL HIGH INCOME | 723762100 | COM | 11,400 | $100,776 | dollars as filed | |
| LIBERTY ALL STAR GROWTH FUND I | 529900102 | COM | 17,662 | $99,089 | dollars as filed | |
| PIMCO INCOME STRATEGY FD II | 72201J104 | COM | 12,688 | $96,683 | dollars as filed | |
| VIRTUS STONE HBR EMRG MKTS I | 86164T107 | COM | 17,900 | $93,796 | dollars as filed | |
| MEDICAL PROPERTIES TRUST INC COM | 58463J304 | REIT | 14,194 | $83,035 | dollars as filed | |
| PIMCO CALIFORNIA MUNICIPAL INC | 72201C109 | COM | 10,900 | $81,750 | dollars as filed | |
| QUANTUMSCAPE CORP COM CL A | 74767V109 | Stock | 12,604 | $72,473 | dollars as filed | |
| RIDENOW GROUP INC | 781386305 | COM CL B | 12,000 | $57,480 | dollars as filed | |
| JOBY AVIATION INC | g65163100 | COMMON STOCK | 10,370 | $52,161 | dollars as filed | |
| MFS MULTIMARKET INCOME TR | 552737108 | SH BEN INT | 10,300 | $50,161 | dollars as filed | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 11,431 | $49,953 | dollars as filed | |
| TILRAY INC | 88688T100 | COM CL 2 | 18,594 | $32,725 | dollars as filed | |
| CHARGEPOINT HLDGS INC | 15961R105 | COM CL A | 23,148 | $31,713 | dollars as filed | |
| SELLAS LIFE SCIENCES GROUP I | 81642T209 | COM NEW | 23,250 | $29,063 | dollars as filed | |
| MFS INTERMEDIATE INCOME TRUST | 55273C107 | SH BEN INT | 10,000 | $27,200 | dollars as filed | |
| CLEAR CHANNEL OUTDOOR HLDGS | 18453H106 | COM | 11,400 | $18,240 | dollars as filed | |
| BLUEBIRD BIO INC | 09609G100 | COM | 23,400 | $12,156 | dollars as filed | |
| AMERICAN BATTERY TECHNOLOGY | 02451V309 | COM NEW | 10,353 | $11,078 | dollars as filed | |
| TMC THE METALS CO INC | 87261Y106 | COMMON STOCK | 10,000 | $10,600 | dollars as filed | |
| AMARIN CORP PLC | 023111206 | SPONS ADR NEW | 10,800 | $6,771 | dollars as filed | |
| TRX GOLD CORPORATION | 87283P109 | COM | 10,600 | $4,155 | dollars as filed | |
| AQUA METALS INC | 03837J101 | COM | 10,300 | $1,926 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000275484-26-000011 | this filing | 2026-06-12 | acceptance time not in the bulk data set |