13F-HR filed by INDEPENDENT FINANCIAL GROUP, LLC
INDEPENDENT FINANCIAL GROUP, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2026-06-12, with 1,155 holding rows worth $3,009,638,503.
- Accession
- 0000275484-26-000012
- 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 Q4 2024
A holdings report, 1,155 entries on the cover page, a total value of $3,009,638,503 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,009,638,503 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 |
|---|---|---|---|---|---|---|
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 519 | $239,743 | dollars as filed | |
| CERIDIAN HCM HLDG INC | 15677J108 | COM | 3,297 | $239,494 | dollars as filed | |
| HARTFORD INSURANCE GROUP INC COM | 416515104 | Stock | 2,183 | $238,820 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 2,016 | $238,433 | dollars as filed | |
| IRIDIUM COMMUNICATIONS INC | 46269C102 | COM | 8,200 | $237,964 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 4,289 | $237,825 | dollars as filed | |
| INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | 46137V563 | ETF | 11,149 | $237,028 | dollars as filed | |
| CLOROX CO DEL | 189054109 | COM | 1,459 | $236,956 | dollars as filed | |
| LISTED FD TR | 53656F821 | TRUESHS TECH AI | 6,078 | $236,911 | dollars as filed | |
| EXCHANGE TRADED CONCEPTS TRU | 301505475 | RANG NUCL RE ETF | 5,777 | $236,395 | dollars as filed | |
| VANGUARD WELLINGTON FD | 921935607 | US MULTIFACTOR | 1,804 | $235,566 | dollars as filed | |
| iShares MSCI Japan ETF | 46434G822 | SHS | 3,503 | $235,052 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 3,223 | $234,634 | dollars as filed | |
| RBB FD INC | 74933W486 | US TREASY 2 YR | 4,879 | $234,500 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 248 | $233,983 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C714 | EMRGNG MKT JULY | 9,485 | $233,950 | dollars as filed | |
| ACADEMY SPORTS & OUTDOORS INC COM | 00402L107 | Stock | 4,050 | $232,997 | dollars as filed | |
| EA SERIES TRUST | 02072L680 | STRIVE 500 ETF | 6,143 | $232,205 | dollars as filed | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 3,062 | $232,038 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 1,663 | $231,989 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 183 | $231,912 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 3,813 | $231,661 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 3,535 | $230,057 | dollars as filed | |
| VICI PPTYS INC COM | 925652109 | REIT | 7,864 | $229,707 | dollars as filed | |
| GLOBAL X FDS | 37950E291 | GLOBX SUPDV US | 12,717 | $229,298 | dollars as filed | |
| PIMCO CORPORATE & INCM STRG | 72200U100 | COM | 17,055 | $228,878 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F771 | FT VEST US | 5,357 | $228,690 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H877 | ALLIANZIM US EQT | 7,050 | $228,426 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V707 | ST STR UL BD ETF | 5,646 | $228,155 | dollars as filed | |
| FOX CORP | 35137L204 | CL B COM | 4,985 | $228,014 | dollars as filed | |
| CAMBRIA ETF TR | 132061201 | SHSHLD YIELD ETF | 3,330 | $228,005 | dollars as filed | |
| BROADRIDGE FINL SOLUTIONS INC COM | 11133T103 | Stock | 1,007 | $227,633 | dollars as filed | |
| NEOS ETF TRUST | 78433H675 | NASDAQ 100 HIGH | 4,346 | $227,600 | dollars as filed | |
| JABIL INC COM | 466313103 | Stock | 1,578 | $227,075 | dollars as filed | |
| AMEDISYS INC | 023436108 | COM | 2,500 | $226,975 | dollars as filed | |
| TIMKEN CO | 887389104 | COM | 3,157 | $225,315 | dollars as filed | |
| LEGG MASON ETF INVT | 524682200 | CMN | 2,981 | $224,353 | dollars as filed | |
| TOTALENERGIES SE | 89151E109 | SPONSORED ADS | 4,115 | $224,275 | dollars as filed | |
| VANGUARD RUSSELL 2000 VALUE ETF | 92206C649 | ETF | 1,550 | $224,146 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 8,965 | $223,851 | dollars as filed | |
| WISDOMTREE TR | 97717Y477 | US QUALITY GROW | 4,538 | $223,542 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 1,594 | $223,511 | dollars as filed | |
| FIRST TR EXCH TRD ALPHDX FD | 33737J117 | EUROPE ALPHADEX | 6,236 | $223,339 | dollars as filed | |
| VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 921932794 | ETF | 1,919 | $223,144 | dollars as filed | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 7,926 | $223,116 | dollars as filed | |
| CRESCENT CAP BDC INC | 225655109 | COM | 11,600 | $222,952 | dollars as filed | |
| FIDUS INVESTMENT GROUP | 316500107 | COM | 10,600 | $222,812 | dollars as filed | |
| BLACKROCK MULTI-SECTOR INCOME | 09258A107 | COM | 15,193 | $221,818 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 2,052 | $221,780 | dollars as filed | |
| ISHARES TR | 464287754 | US INDUSTRIALS | 1,659 | $221,538 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 2,880 | $221,271 | dollars as filed | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 3,116 | $220,350 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J742 | RAFI STRATGIC US | 4,422 | $219,641 | dollars as filed | |
| WILLIS LEASE FINANCE CORP | 970646105 | COMMON STOCK | 1,056 | $219,172 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 1,238 | $218,734 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X143 | HLTH CARE ALPH | 2,099 | $218,569 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 1,194 | $218,147 | dollars as filed | |
| VANECK ETF TRUST | 92189H821 | DIGI TRANSFRM | 15,171 | $218,005 | dollars as filed | |
| Vanguard U.S. Momentum Factor ETF | 921935508 | SHS | 1,325 | $217,790 | dollars as filed | |
| CHECK POINT SOFTWARE TECH LTD ORD | M22465104 | Stock | 1,161 | $216,759 | dollars as filed | |
| PRIORITY TECHNOLOGY HOLDINGS | 74275G107 | COMMON STOCK | 18,434 | $216,600 | dollars as filed | |
| APPLIED INDL TECHNOLOGIES INC COM | 03820C105 | Stock | 900 | $215,523 | dollars as filed | |
| DUOLINGO INC CL A COM | 26603R106 | Stock | 664 | $215,288 | dollars as filed | |
| AIM ETF PRODUCTS TRUST | 00888H794 | ALLIANZIM US EQT | 7,074 | $215,191 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 924 | $214,580 | dollars as filed | |
| ALNYLAM PHARMACEUTICALS INC COM | 02043Q107 | Stock | 905 | $212,956 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U208 | FT VEST US EQT | 4,343 | $212,666 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 2,689 | $212,242 | dollars as filed | |
| iShares Global Healthcare ETF | 464287325 | SHS | 2,467 | $212,088 | dollars as filed | |
| WESTERN UN CO COM | 959802109 | Stock | 19,992 | $211,915 | dollars as filed | |
| METLIFE INC COM | 59156R108 | Stock | 2,585 | $211,671 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F797 | ACTV FCTR SMCP | 7,030 | $211,462 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 8,109 | $211,407 | dollars as filed | |
| ISHARES TR | 464288737 | GLB CNSM STP ETF | 3,506 | $211,396 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 2,002 | $211,376 | dollars as filed | |
| SANOFI SA SPONSORED ADR | 80105N105 | ADR | 4,379 | $211,218 | dollars as filed | |
| IGM BIOSCIENCES INC | 449585108 | COM | 34,500 | $210,795 | dollars as filed | |
| Defiance Daily Target 2X Long MSTR ETF | 88636J253 | ETF | 5,983 | $210,482 | dollars as filed | |
| MOLSON COORS BEVERAGE CO CL B | 60871R209 | Stock | 3,672 | $210,479 | dollars as filed | |
| NUVEEN MUN CR INCOME FD | 67070X101 | COM SH BEN INT | 17,294 | $210,474 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 2,337 | $208,531 | dollars as filed | |
| BAXTER INTL INC | 071813109 | COM | 7,137 | $208,115 | dollars as filed | |
| PROSHARES TR | 74347B680 | S&P MDCP 400 DIV | 2,577 | $207,884 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 1,651 | $207,837 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 1,485 | $207,633 | dollars as filed | |
| MONROE CAPITAL CORP | 610335101 | COM | 24,419 | $207,562 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P830 | SHRT DUR MNG MUN | 10,456 | $207,447 | dollars as filed | |
| NUVEEN ARIZ PREM INCOME MUN | 67061W104 | COM | 18,182 | $206,816 | dollars as filed | |
| ARK 21SHARES BITCOIN ETF | 040919102 | SHS BEN INT | 2,217 | $206,779 | dollars as filed | |
| SAREPTA THERAPEUTICS INC | 803607100 | COM | 1,700 | $206,703 | dollars as filed | |
| PROSHARES TR | 74347R842 | PSHS ULTRUSS2000 | 4,917 | $205,776 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 3,571 | $205,039 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092337 | FIDELITY FUND LR | 8,165 | $204,697 | dollars as filed | |
| BNY MELLON ETF TRUST | 09661T404 | INTERNATIONL EQT | 2,825 | $204,615 | dollars as filed | |
| STAR BULK CARRIERS CORP. | Y8162K204 | SHS PAR | 13,680 | $204,521 | dollars as filed | |
| PACER FDS TR | 69374H550 | SWAN SOS MOD JAN | 7,020 | $204,493 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 172 | $203,958 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 1,927 | $203,540 | dollars as filed | |
| RESEARCH SOLUTIONS INC | 761025105 | CMN | 48,989 | $203,304 | dollars as filed | |
| ABRDN HEALTHCARE INVESTORS | 87911J103 | SH BEN INT | 12,661 | $203,209 | dollars as filed | |
| BXP INC COM | 101121101 | REIT | 2,704 | $201,069 | dollars as filed | |
| COLUMBIA BKG SYS INC | 197236102 | COM | 7,440 | $200,954 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 1,475 | $200,807 | dollars as filed | |
| HARMONY GOLD MINING CO LTD SPONSORED ADR | 413216300 | ADR | 24,387 | $200,214 | dollars as filed | |
| Perion Network Ltd | M78673114 | COM | 23,000 | $196,854 | dollars as filed | |
| INNOVATIVE SOLUTIONS SUPP | 45769N105 | COMMON STOCK | 22,133 | $189,016 | dollars as filed | |
| EATON VANCE SENIOR FLOATING-RA | 27828Q105 | COM | 14,350 | $183,680 | dollars as filed | |
| PURECYCLE TECHNOLOGIES INC | 74623V103 | COM | 17,787 | $182,317 | dollars as filed | |
| VALE S A | 91912E105 | SPONSORED ADS | 20,371 | $180,691 | dollars as filed | |
| OPPFI INC | 68386H103 | COMMON STOCK | 23,303 | $178,501 | dollars as filed | |
| TEKLA LIFE SCIENCES INVESTORS | 87911K100 | SH BEN INT | 13,150 | $172,521 | dollars as filed | |
| MEDIAALPHA INC | 58450V104 | CL A | 15,261 | $172,297 | dollars as filed | |
| OPTIMUMBANK HLDGS INC | 68401P403 | COM | 35,353 | $168,280 | dollars as filed | |
| GUGGENHEIM STRATEGIC OPPORTU | 40167F101 | COM SBI | 10,768 | $164,320 | dollars as filed | |
| KINGSTONE COS INC | 496719105 | COMMON STOCK | 10,778 | $163,718 | dollars as filed | |
| ENERGY SVCS ACQUISITION CORP | 29271Q103 | COM | 12,958 | $163,530 | dollars as filed | |
| HENNESSY ADVISORS INC | 425885100 | COM | 12,553 | $160,051 | dollars as filed | |
| APOLLO UNVT CORP | 03761U502 | COM NEW | 11,747 | $158,467 | dollars as filed | |
| HIGHLAND OPPS & INCOME FD | 43010E404 | HIGHLAND INCOME | 30,476 | $158,170 | dollars as filed | |
| ALLIANCE ENTERTAINMENT HOLDI | 01861F102 | COM CLASS A | 16,547 | $149,916 | dollars as filed | |
| PETROLEO BRASILEIRO S A | 71654V408 | SPONSORED ADR | 11,604 | $149,228 | dollars as filed | |
| SPROTT PHYSICAL SILVER TR | 85207K107 | TR UNIT | 15,022 | $144,962 | dollars as filed | |
| NEWELL BRANDS INC COM | 651229106 | Stock | 14,265 | $142,079 | dollars as filed | |
| HYLIION HOLDINGS CORP | 449109107 | COMMON STOCK | 53,352 | $139,249 | dollars as filed | |
| HAIN CELESTIAL GROUP INC | 405217100 | COM | 22,100 | $135,915 | dollars as filed | |
| PIMCO HIGH INCOME FD | 722014107 | COM SHS | 27,500 | $133,650 | dollars as filed | |
| GLOBAL X FDS | 37954Y434 | GENOMIC BIOTECH | 12,517 | $121,540 | dollars as filed | |
| BLACKROCK MUNIYIELD QUALITY FU | 09254F100 | COM | 10,510 | $121,075 | dollars as filed | |
| Veru Inc | 92536C103 | Common Stock | 165,500 | $107,658 | dollars as filed | |
| ARCHER AVIATION INC | 03945R102 | COM CL A | 11,030 | $107,543 | dollars as filed | |
| LUMEN TECHNOLOGIES INC | 550241103 | COM | 20,056 | $106,497 | dollars as filed | |
| OPTIMUM COMMUNICATIONS INC | 02156K103 | CL A | 44,100 | $106,281 | dollars as filed | |
| GABELLI MULTIMEDIA TR INC | 36239Q109 | COM | 23,466 | $104,659 | dollars as filed | |
| LIBERTY ALL STAR GROWTH FUND I | 529900102 | COM | 17,663 | $99,796 | dollars as filed | |
| PIONEER MUNICIPAL HIGH INCOME | 723762100 | COM | 11,400 | $96,102 | dollars as filed | |
| ABERDEEN INCOME CR STRATEGIE | 003057106 | COM | 15,151 | $90,452 | dollars as filed | |
| PIMCO MUN INCOME FD II | 72200W106 | COM | 11,171 | $90,373 | dollars as filed | |
| JOBY AVIATION INC | g65163100 | COMMON STOCK | 10,575 | $85,975 | dollars as filed | |
| VIRTUS STONE HBR EMRG MKTS I | 86164T107 | COM | 17,900 | $84,130 | dollars as filed | |
| T-Rex 2X Long MSTR Daily Target ETF | 26923N462 | ETF | 10,784 | $81,958 | dollars as filed | |
| NIO INC SPON ADS | 62914V106 | ADR | 18,791 | $81,929 | dollars as filed | |
| PIMCO CALIFORNIA MUNICIPAL INC | 72201C109 | COM | 10,900 | $74,883 | dollars as filed | |
| RIDENOW GROUP INC | 781386305 | COM CL B | 12,000 | $65,160 | dollars as filed | |
| UNITI GROUP INC | 91325V108 | COM | 11,559 | $63,575 | dollars as filed | |
| QUANTUMSCAPE CORP COM CL A | 74767V109 | Stock | 10,826 | $56,187 | dollars as filed | |
| MEDICAL PROPERTIES TRUST INC COM | 58463J304 | REIT | 13,194 | $52,116 | dollars as filed | |
| LITHIUM AMERS CORP NEW COM SHS | 53681J103 | Stock | 13,631 | $40,484 | dollars as filed | |
| TENAYA THERAPEUTICS INC | 87990A106 | COM | 25,000 | $35,750 | dollars as filed | |
| AMERICAN BATTERY TECHNOLOGY | 02451V309 | COM NEW | 10,353 | $25,468 | dollars as filed | |
| SELLAS LIFE SCIENCES GROUP I | 81642T209 | COM NEW | 23,250 | $24,180 | dollars as filed | |
| TILRAY INC | 88688T100 | COM CL 2 | 14,494 | $19,277 | dollars as filed | |
| CHARGEPOINT HLDGS INC | 15961R105 | COM CL A | 15,058 | $16,112 | dollars as filed | |
| TMC THE METALS CO INC | 87261Y106 | COMMON STOCK | 10,000 | $11,200 | dollars as filed | |
| AMARIN CORP PLC | 023111206 | SPONS ADR NEW | 10,400 | $5,045 | dollars as filed | |
| TRX GOLD CORPORATION | 87283P109 | COM | 10,600 | $3,254 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000275484-26-000012 | this filing | 2026-06-12 | acceptance time not in the bulk data set |