Portfolio (Quarterly)
Guide ↗
INDEPENDENT FINANCIAL GROUP, LLC
· CIK 0000275484| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | ETHU | VOLATILITY SHS TR | — | 6,159 | $337K | 0.01% | SOLD |
| 42 | WTAI | WISDOMTREE TR | — | 11,302 | $329K | 0.01% | SOLD |
| 43 | JBHT | HUNT J B TRANS SVCS INC | Industrials | 1,664 | $323K | 0.01% | SOLD |
| 44 | BLTE | BELITE BIO INC | Healthcare | 2,000 | $320K | 0.01% | SOLD |
| 45 | IYR | ISHARES TR | — | 3,367 | $316K | 0.01% | SOLD |
| 46 | FOX | FOX CORP | Communication Services | 4,855 | $315K | 0.01% | SOLD |
| 47 | RAIL | FREIGHTCAR AMER INC | Industrials | 28,400 | $314K | 0.01% | SOLD |
| 48 | PCTY | PAYLOCITY HLDG CORP | Technology | 2,025 | $309K | 0.01% | SOLD |
| 49 | SGDM | SPROTT ETF TRUST | — | 4,418 | $308K | 0.01% | SOLD |
| 50 | VNT | VONTIER CORPORATION | Technology | 7,958 | $296K | 0.01% | SOLD |
| 51 | IYJ | ISHARES TR | — | 1,948 | $289K | 0.01% | SOLD |
| 52 | KIE | SPDR SERIES TRUST | — | 4,667 | $281K | 0.01% | SOLD |
| 53 | AIG | AMERICAN INTL GROUP INC | Financial Services | 3,258 | $279K | 0.01% | SOLD |
| 54 | VIPS | VIPSHOP HLDGS LTD | Consumer Cyclical | 15,723 | $278K | 0.01% | SOLD |
| 55 | GPGI | COMPOSECURE INC | Industrials | 13,922 | $268K | 0.01% | SOLD |
| 56 | HBM | HUDBAY MINERALS INC | Basic Materials | 13,397 | $266K | 0.01% | SOLD |
| 57 | QGRW | WISDOMTREE TR | — | 4,507 | $264K | 0.01% | SOLD |
| 58 | PUK | PRUDENTIAL PLC | Financial Services | 8,428 | $262K | 0.01% | SOLD |
| 59 | — | PAGAYA TECHNOLOGIES LTD | — | 12,200 | $255K | 0.01% | SOLD |
| 60 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 809 | $253K | 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%