INDEPENDENT FINANCIAL GROUP, LLC
Follow13F filer, CIK 275484, SAN DIEGO, CA
INDEPENDENT FINANCIAL GROUP, LLC reported $2,909,235,504 across 1,174 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2026-05-19. Its ten largest share positions make up 24.43% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000275484-26-000007
- Period
- 2025-03-31
- Reported value
- $2.91B
- Holdings
- 1,174
- Top 10 weight
- 24.43%
- New
- 130
- Sold out
- 111
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| QQQadded | +34,634 | $16.2M |
| PAAAadded | +196,838 | $10.1M |
| PDIadded | +502,743 | $9.95M |
| FSKadded | +424,258 | $8.89M |
| BNDadded | +93,660 | $6.88M |
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 |
|---|---|---|
| NVDAreduced | -120,725 | -$13.1M |
| PHYSreduced | -378,592 | -$9.11M |
| CALFreduced | -222,713 | -$8.35M |
| XLEreduced | -80,083 | -$7.48M |
| MRVLreduced | -110,821 | -$6.82M |
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 1,174 share positions
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| TIDAL TR IITIDAL TR II | 253,003 | $3.61M | shares |
| IYCISHARES TR | 25,491 | $2.45M | shares |
| IYZISHARES TR | 83,601 | $2.24M | shares |
| OWLBLUE OWL CAPITAL INC | 80,110 | $1.86M | shares |
| ROUSLATTICE STRATEGIES TR | 28,376 | $1.44M | shares |
| RLRALPH LAUREN CORP | 5,605 | $1.29M | shares |
| XMTRXOMETRY INC | 27,579 | $1.18M | shares |
| BUFDFIRST TR EXCHNG TRADED FD VI | 43,044 | $1.1M | shares |
| CLSCELESTICA INC | 10,384 | $958K | shares |
| TOLTOLL BROTHERS INC | 7,583 | $955K | shares |
| SGDMSPROTT ETF TRUST | 33,350 | $926K | shares |
| CVNACARVANA CO | 4,474 | $910K | shares |
| XFLTXAI OCTAGON FLOATING RATE & AL | 133,270 | $885K | shares |
| BLDRBUILDERS FIRSTSOURCE INC | 6,032 | $862K | shares |
| CRKCOMSTOCK RES INC | 42,762 | $779K | shares |
| SOUNSOUNDHOUND AI INC | 38,400 | $762K | shares |
| SYFSYNCHRONY FINANCIAL | 11,437 | $743K | shares |
| NCLHNORWEGIAN CRUISE LINE HLDGS | 27,232 | $701K | shares |
| AFRMAFFIRM HLDGS INC | 10,788 | $657K | shares |
| CARTMAPLEBEAR INC | 15,600 | $646K | shares |
| ARANTERO RESOURCES CORP | 17,494 | $613K | shares |
| ALBALBEMARLE CORP | 7,078 | $609K | shares |
| PXJINVESCO EXCHANGE TRADED FD T | 21,162 | $590K | shares |
| CBRECBRE GROUP INC | 4,488 | $589K | shares |
| MAGSLISTED FDS TR | 8,791 | $478K | shares |
| VEGIISHARES INC | 13,436 | $476K | shares |
| PSCXPACER FDS TR | 17,167 | $475K | shares |
| GCTGIGACLOUD TECHNOLOGY INC | 24,800 | $459K | shares |
| KBWPINVESCO EXCH TRADED FD TR II | 3,914 | $454K | shares |
| BIOBIO RAD LABS INC | 1,285 | $422K | shares |
| CAVACAVA GROUP INC | 3,592 | $405K | shares |
| MKLMARKEL GROUP INC | 232 | $400K | shares |
| RBUFINNOVATOR ETFS TRUST | 14,960 | $392K | shares |
| SPHRSPHERE ENTERTAINMENT CO | 9,506 | $383K | shares |
| CRNTCERAGON NETWORKS LTD | 81,770 | $382K | shares |
| RINGISHARES INC | 13,527 | $380K | shares |
| SPGPINVESCO EXCHANGE TRADED FD T | 3,619 | $380K | shares |
| AUGTAIM ETF PRODUCTS TRUST | 12,170 | $378K | shares |
| QBUFINNOVATOR ETFS TRUST | 13,818 | $365K | shares |
| OSCROSCAR HEALTH INC | 26,481 | $356K | shares |
| NTLAINTELLIA THERAPEUTICS INC | 29,637 | $346K | shares |
| JANWAIM ETF PRODUCTS TRUST | 9,768 | $328K | shares |
| AJANINNOVATOR ETFS TRUST | 12,210 | $320K | shares |
| KAPRINNOVATOR ETFS TRUST | 9,325 | $305K | shares |
| NICENICE LTD | 1,671 | $284K | shares |
| ETHGRAYSCALE ETHEREUM STAKING | 8,866 | $279K | shares |
| COFCAPITAL ONE FINL CORP | 1,558 | $278K | shares |
| FRPTFRESHPET INC | 1,873 | $277K | shares |
| NAPRINNOVATOR ETFS TRUST | 5,335 | $269K | shares |
| EATBRINKER INTL INC | 2,022 | $267K | shares |
| AIC3 AI INC | 7,765 | $267K | shares |
| DECKDECKERS OUTDOOR CORP | 1,267 | $257K | shares |
| IAPRINNOVATOR ETFS TRUST | 9,581 | $256K | shares |
| IIPRINNOVATIVE INDL PPTYS INC | 3,787 | $252K | shares |
| ALKTALKAMI TECHNOLOGY INC | 6,858 | $252K | shares |
| LENLENNAR CORP | 1,832 | $250K | shares |
| HOMBHOME BANCSHARES INC | 8,807 | $249K | shares |
| JUNWAIM ETF PRODUCTS TRUST | 8,127 | $244K | shares |
| CPRTCOPART INC | 4,233 | $243K | shares |
| CRDOCREDO TECHNOLOGY GROUP HOLDI | 3,602 | $242K | shares |
| SMDVPROSHARES TR | 3,577 | $242K | shares |
| ZZILLOW GROUP INC | 3,239 | $240K | shares |
| DAYDAYFORCE INC | 3,297 | $239K | shares |
| LISTED FD TRLISTED FD TR | 6,078 | $237K | shares |
| ASOACADEMY SPORTS & OUTDOORS IN | 4,050 | $233K | shares |
| SSNCSS&C TECH HLDGS | 3,062 | $232K | shares |
| TDGTRANSDIGM GROUP INC | 183 | $232K | shares |
| DFASDIMENSIONAL ETF TRUST | 3,535 | $230K | shares |
| FOXFOX CORP | 4,985 | $228K | shares |
| SYLDCAMBRIA ETF TR | 3,330 | $228K | shares |
| QQQINEOS ETF TRUST | 4,346 | $228K | shares |
| TKRTIMKEN CO | 3,157 | $225K | shares |
| LRGELEGG MASON ETF INVT | 2,981 | $224K | shares |
| TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR | 4,115 | $224K | shares |
| STMSTMICROELECTRONICS N V | 8,965 | $224K | shares |
| TWLOTWILIO INC | 2,052 | $222K | shares |
| IYJISHARES TR | 1,659 | $222K | shares |
| WLFCWILLIS LEASE FIN CORP | 1,056 | $219K | shares |
| PRTHPRIORITY TECHNOLOGY HLDGS IN | 18,434 | $217K | shares |
| AFSMFIRST TR EXCHNG TRADED FD VI | 7,030 | $211K | shares |
| KXIISHARES TR | 3,506 | $211K | shares |
| VLUEISHARES TR | 2,002 | $211K | shares |
| IGM BIOSCIENCES INCIGM BIOSCIENCES INC | 34,500 | $211K | shares |
| MSTXTIDAL TR II DEFIANCE DAILY TAR | 5,983 | $210K | shares |
| REGLPROSHARES TR | 2,577 | $208K | shares |
| TERTERADYNE INC | 1,651 | $208K | shares |
| DHID R HORTON INC | 1,485 | $208K | shares |
| ARKBARK 21SHARES BITCOIN ETF | 2,217 | $207K | shares |
| SRPTSAREPTA THERAPEUTICS INC | 1,700 | $207K | shares |
| UWMPROSHARES TR | 4,917 | $206K | shares |
| FFLGFIDELITY COVINGTON TRUST | 8,165 | $205K | shares |
| ZBHZIMMER BIOMET HOLDINGS INC | 1,927 | $204K | shares |
| RSSSRESEARCH SOLUTIONS INC | 48,989 | $203K | shares |
| BXPBXP INC | 2,704 | $201K | shares |
| COLBCOLUMBIA BKG SYS INC | 7,440 | $201K | shares |
| IAINNOVATIVE SOLUTIONS & SUPPO | 22,133 | $189K | shares |
| OPFIOPPFI INC | 23,303 | $179K | shares |
| MAXMEDIAALPHA INC | 15,261 | $172K | shares |
| OPHCOPTIMUMBANK HLDGS INC | 35,353 | $168K | shares |
| GOFGUGGENHEIM STRATEGIC OPPORTU | 10,768 | $164K | shares |
| KINSKINGSTONE COS INC | 10,778 | $164K | shares |
| ESOAENERGY SERVICES OF AMER CORP | 12,958 | $164K | shares |
| HNNAHENNESSY ADVISORS INC | 12,553 | $160K | shares |
| MFICMIDCAP FINANCIAL INVSTMNT CO | 11,747 | $158K | shares |
| AENTALLIANCE ENTERTAINMENT HOLDI | 16,547 | $150K | shares |
| HYLNHYLIION HOLDINGS CORP | 53,352 | $139K | shares |
| LUMNLUMEN TECHNOLOGIES INC | 20,056 | $106K | shares |
| PIONEER MUNICIPAL HIGH INCO…PIONEER MUNICIPAL HIGH INCOME | 11,400 | $96.1K | shares |
| PIMCO CALIFORNIA MUNICIPAL …PIMCO CALIFORNIA MUNICIPAL INC | 10,900 | $74.9K | shares |
| RDNWRIDENOW GROUP INC | 12,000 | $65.2K | shares |
| AMARIN CORP PLCAMARIN CORP PLC | 10,400 | $5.04K | shares |
How Q1 2025 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 0000275484-26-000007 | base | 2026-05-19 | acceptance time not in the bulk data set |