Portfolio (Quarterly)
Guide ↗
INDEPENDENT FINANCIAL GROUP, LLC
· CIK 0000275484| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ECC | EAGLE POINT CREDIT COMPANY I | Financial Services | 314,636 | $1.8M | 0.04% | SOLD |
| 2 | PLTY | TIDAL TRUST II | — | 29,023 | $1.5M | 0.03% | SOLD |
| 3 | PAAS | PAN AMERN SILVER CORP | Basic Materials | 22,141 | $1.1M | 0.03% | SOLD |
| 4 | — | CIVITAS RESOURCES INC | — | 41,000 | $1.1M | 0.03% | SOLD |
| 5 | TPC | TUTOR PERINI CORP | Industrials | 16,061 | $1.1M | 0.02% | SOLD |
| 6 | FLRN | SPDR SERIES TRUST | — | 34,438 | $1.1M | 0.02% | SOLD |
| 7 | TXRH | TEXAS ROADHOUSE INC | Consumer Cyclical | 6,148 | $1.0M | 0.02% | SOLD |
| 8 | — | DAVE INC | — | 4,355 | $964K | 0.02% | SOLD |
| 9 | — | SEAGATE HDD CAYMAN | — | 3,234 | $891K | 0.02% | SOLD |
| 10 | INTF | ISHARES TR | — | 22,439 | $847K | 0.02% | SOLD |
| 11 | FLIN | FRANKLIN TEMPLETON ETF TR | — | 21,562 | $832K | 0.02% | SOLD |
| 12 | DFAI | DIMENSIONAL ETF TRUST | — | 20,858 | $795K | 0.02% | SOLD |
| 13 | ETH | GRAYSCALE ETHEREUM MINI TR E | Financial Services | 27,576 | $774K | 0.02% | SOLD |
| 14 | INSM | INSMED INC | Healthcare | 4,113 | $716K | 0.02% | SOLD |
| 15 | SCIO | FIRST TR EXCHANGE-TRADED FD | — | 33,136 | $689K | 0.01% | SOLD |
| 16 | — | ANGLOGOLD ASHANTI PLC | — | 7,212 | $615K | 0.01% | SOLD |
| 17 | PLTM | GRANITESHARES PLATINUM TR | Financial Services | 30,523 | $602K | 0.01% | SOLD |
| 18 | NRIM | NORTHRIM BANCORP INC | Financial Services | 22,575 | $601K | 0.01% | SOLD |
| 19 | — | TIDAL TRUST II | — | 15,331 | $576K | 0.01% | SOLD |
| 20 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 8,308 | $562K | 0.01% | SOLD |
Sector Allocation
Technology
40.3%
Financial Services
22.1%
Consumer Cyclical
8.1%
Communication Services
7.6%
Industrials
4.6%
Consumer Defensive
3.9%
Healthcare
3.6%
Real Estate
3.5%
Energy
3.1%
Basic Materials
1.8%