INDEPENDENT FINANCIAL GROUP, LLC
Follow13F filer, CIK 275484, SAN DIEGO, CA
INDEPENDENT FINANCIAL GROUP, LLC reported $3,009,638,503 across 1,155 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2026-06-12. Its ten largest share positions make up 27.08% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000275484-26-000012
- Period
- 2024-12-31
- Reported value
- $3.01B
- Holdings
- 1,155
- Top 10 weight
- 27.08%
- New
- 136
- Sold out
- 107
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| QQQEnew | +218,127 | $19.6M |
| PLTRadded | +147,374 | $11.1M |
| SPYadded | +14,617 | $8.57M |
| SCHDadded | +297,419 | $8.13M |
| SDVYadded | +211,414 | $7.58M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| PDIreduced | -448,603 | -$8.23M |
| TLTreduced | -89,050 | -$7.78M |
| AHRreduced | -214,104 | -$6.08M |
| LLYreduced | -7,615 | -$5.88M |
| NVDAreduced | -40,418 | -$5.43M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 1,155 share positions
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| HDGEADVISORSHARES TR | 151,745 | $2.84M | shares |
| GRAYSCALE ETHEREUM MINI STA…GRAYSCALE ETHEREUM MINI STAKING E… | 1,157,762 | $2.82M | shares |
| ARISTA NETWORKS INCARISTA NETWORKS INC | 7,359 | $2.82M | shares |
| LAM RESEARCH CORPLAM RESEARCH CORP | 1,917 | $1.56M | shares |
| BLACKROCK INCBLACKROCK INC | 1,501 | $1.43M | shares |
| PDDPDD HOLDINGS INC | 10,540 | $1.42M | shares |
| SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC | 3,124 | $1.3M | shares |
| WECWEC ENERGY GROUP INC | 10,320 | $993K | shares |
| SDIVGLOBAL X FDS | 40,789 | $960K | shares |
| BITWISE CRYPTO INDUSTRY INN…BITWISE CRYPTO INDUSTRY INNOVATOR… | 70,097 | $934K | shares |
| BIDUBAIDU INC | 7,757 | $817K | shares |
| VGSHVANGUARD SCOTTSDALE FDS | 13,630 | $804K | shares |
| NEMNEWMONT CORP | 14,425 | $771K | shares |
| NRGNRG ENERGY INC | 7,228 | $659K | shares |
| Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF | 114,131 | $643K | shares |
| MHKMOHAWK INDS INC | 3,965 | $637K | shares |
| MCHIISHARES TR | 12,345 | $628K | shares |
| IVOLKRANESHARES TRUST | 30,905 | $595K | shares |
| ANFABERCROMBIE & FITCH CO | 4,206 | $588K | shares |
| UHSUNIVERSAL HLTH SVCS INC | 2,298 | $526K | shares |
| NTAPNETAPP INC | 4,031 | $498K | shares |
| EEMSISHARES INC | 7,251 | $463K | shares |
| FUTUFUTU HLDGS LTD | 4,827 | $462K | shares |
| KWEBKRANESHARES TRUST | 13,388 | $455K | shares |
| WYNNWYNN RESORTS LTD | 4,499 | $431K | shares |
| FMBFIRST TR EXCH TRADED FD III | 8,137 | $423K | shares |
| JMBSJANUS DETROIT STR TR | 8,562 | $399K | shares |
| ISHARES TRISHARES TR | 16,214 | $389K | shares |
| ZIONZIONS BANCORPORATION NATL AS | 8,172 | $386K | shares |
| ELVELEVANCE HEALTH INC FORMERLY | 738 | $384K | shares |
| INVESCOINVESCO | 17,843 | $377K | shares |
| MARATHON OIL CORPMARATHON OIL CORP | 13,720 | $365K | shares |
| SCHHSCHWAB STRATEGIC TR | 15,664 | $363K | shares |
| TNETTRINET GROUP INC | 3,685 | $357K | shares |
| STXSEAGATE TECHNOLOGY HLDNGS PL | 3,254 | $356K | shares |
| ONONON HLDG AG | 6,870 | $345K | shares |
| MCHPMICROCHIP TECHNOLOGY INC. | 3,938 | $316K | shares |
| THSTREEHOUSE FOODS INC | 7,430 | $312K | shares |
| BITXVOLATILITY SHS TR | 10,944 | $312K | shares |
| CMACOMERICA INC | 5,105 | $306K | shares |
| NVDLGRANITESHARES ETF TR | 4,922 | $286K | shares |
| ASPNASPEN AEROGELS INC | 10,308 | $285K | shares |
| ETWEATON VANCE TAX-MANAGED GLOB | 32,313 | $280K | shares |
| LYBLYONDELLBASELL INDUSTRIES NV | 2,914 | $279K | shares |
| FHLCFIDELITY COVINGTON TRUST | 3,745 | $273K | shares |
| TPVGTRIPLEPOINT VENTURE GROWTH B | 38,050 | $269K | shares |
| MPLXMPLX LP | 5,756 | $256K | shares |
| VIRCVIRCO MFG CO | 18,258 | $252K | shares |
| BHVNBIOHAVEN LTD | 5,045 | $252K | shares |
| KIOKKR INCOME OPPORTUNITIES FD | 17,069 | $252K | shares |
| PINSPINTEREST INC | 7,759 | $251K | shares |
| CRSPCRISPR THERAPEUTICS AG | 5,338 | $251K | shares |
| PODDINSULET CORP | 1,076 | $250K | shares |
| NUENUCOR CORP | 1,621 | $244K | shares |
| EAPRINNOVATOR ETFS TRUST | 8,918 | $241K | shares |
| MFCMANULIFE FINL CORP | 7,901 | $233K | shares |
| PTBDPACER FDS TR | 11,314 | $233K | shares |
| HSYHERSHEY CO | 1,212 | $233K | shares |
| LQDWISHARES TR | 8,150 | $231K | shares |
| DRIVGLOBAL X FDS | 9,840 | $231K | shares |
| GLNGGOLAR LNG LTD | 6,225 | $229K | shares |
| DIVIFRANKLIN TEMPLETON ETF TR | 6,893 | $229K | shares |
| DWAWADVISORSHARES TR | 5,830 | $228K | shares |
| PIOINVESCO EXCH TRADED FD TR II | 5,253 | $226K | shares |
| YRDYIREN DIGITAL LTD | 39,347 | $224K | shares |
| EDVVANGUARD WORLD FD | 2,804 | $223K | shares |
| GMGENERAL MTRS CO | 4,932 | $221K | shares |
| MASMASCO CORP | 2,633 | $221K | shares |
| IBUFINNOVATOR ETFS TRUST | 8,530 | $220K | shares |
| EBUFINNOVATOR ETFS TRUST | 8,541 | $220K | shares |
| MNSTMONSTER BEVERAGE CORP NEW | 4,218 | $220K | shares |
| BIIBBIOGEN INC | 1,135 | $220K | shares |
| DDOMINION ENERGY INC | 3,799 | $220K | shares |
| HALOHALOZYME THERAPEUTICS INC | 3,834 | $219K | shares |
| FROFRONTLINE PLC | 9,541 | $218K | shares |
| BLOKAMPLIFY ETF TR | 5,787 | $217K | shares |
| INDSPACER FDS TR | 5,008 | $217K | shares |
| CNCCENTENE CORP DEL | 2,876 | $217K | shares |
| STLASTELLANTIS N.V | 15,579 | $216K | shares |
| NNNNNN REIT INC | 4,424 | $215K | shares |
| FSTAFIDELITY COVINGTON TRUST | 4,197 | $214K | shares |
| DWMWISDOMTREE TR | 3,716 | $214K | shares |
| CHECHEMED CORP NEW | 355 | $213K | shares |
| IQLTISHARES TR | 5,140 | $213K | shares |
| PKGPACKAGING CORP AMER | 985 | $212K | shares |
| AVAVAEROVIRONMENT INC | 1,055 | $212K | shares |
| CONSOL ENERGY INC NEWCONSOL ENERGY INC NEW | 1,954 | $205K | shares |
| SPTSSPDR SERIES TRUST | 6,943 | $204K | shares |
| HIGHSIMPLIFY EXCHANGE TRADED FUN | 8,698 | $204K | shares |
| TMFDIREXION SHARES ETF TRUST | 3,500 | $202K | shares |
| ANSYS INCANSYS INC | 633 | $202K | shares |
| CCICROWN CASTLE INC | 1,695 | $201K | shares |
| PNWPINNACLE WEST CAP CORP | 2,269 | $201K | shares |
| CHWCALAMOS GBL DYN INCOME FUND | 27,811 | $199K | shares |
| SNAPSNAP INC | 17,909 | $192K | shares |
| TSLLDIREXION SHARES ETF TRUST | 13,635 | $188K | shares |
| CORZCORE SCIENTIFIC INC NEW | 15,780 | $187K | shares |
| LFVNLIFEVANTAGE CORP | 13,825 | $167K | shares |
| OFSOFS CAP CORP | 18,200 | $154K | shares |
| PKPARK HOTELS & RESORTS INC | 10,316 | $145K | shares |
| GLOBAL BLUE GROUP HOLDING A…GLOBAL BLUE GROUP HOLDING AG ORD … | 20,612 | $113K | shares |
| MMTABERDEEN MULTI-MARKET INCOME | 10,300 | $50.2K | shares |
| NOKNOKIA CORP | 11,431 | $50K | shares |
| MINABERDEEN INTER INCOME FD | 10,000 | $27.2K | shares |
| CCOCLEAR CHANNEL OUTDOOR HLDGS | 11,400 | $18.2K | shares |
| BLUEBIRD BIO INCBLUEBIRD BIO INC | 23,400 | $12.2K | shares |
| AQUA METALS INCAQUA METALS INC | 10,300 | $1.93K | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000275484-26-000012 | base | 2026-06-12 | acceptance time not in the bulk data set |