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Portfolio (Quarterly) Guide ↗

INDEPENDENT FINANCIAL GROUP, LLC

· CIK 0000275484
13F Portfolio $4.5B AUM 1,447 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 153 New 602 Added 526 Reduced 111 Exited
Page 14 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TLT ISHARES TR 39,412.0 $3.4M 0.08% +9K +27.7% $86.69 -3.6%
262 O REALTY INCOME CORP Real Estate 55,721.0 $3.4M 0.08% +8K +16.4% $61.18 -0.1%
263 RQI COHEN & STEERS QUALITY INCOM Financial Services 282,742.0 $3.4M 0.08% $12.05 +8.2%
264 UTG REAVES UTIL INCOME FD Financial Services 86,727.0 $3.4M 0.08% -1K -1.1% $39.28 +3.9%
265 EMB ISHARES TR 36,128.0 $3.4M 0.08% +19K +112.8% $93.93 +0.7%
266 MO ALTRIA GROUP INC Consumer Defensive 51,266.0 $3.4M 0.08% +2K +5.0% $65.99 +10.8%
267 KO COCA COLA CO Consumer Defensive 44,098.0 $3.4M 0.07% +3K +6.1% $76.05 +6.3%
268 XMMO INVESCO EXCHANGE TRADED FD T 23,110.0 $3.4M 0.07% $145.02 +11.1%
269 VDE VANGUARD WORLD FD 19,343.0 $3.3M 0.07% +3K +19.6% $173.04 -0.9%
270 HON HONEYWELL INTL INC Industrials 14,785.0 $3.3M 0.07% -643.0 -4.2% $226.03 -5.7%
271 REM ISHARES TR 155,508.0 $3.3M 0.07% +23K +17.3% $21.47 +1.4%
272 CORP PIMCO ETF TR 34,108.0 $3.3M 0.07% +3K +8.9% $96.80 -1.0%
273 IVE ISHARES TR 15,534.0 $3.3M 0.07% -411.0 -2.6% $211.15 +6.5%
274 GAB GABELLI EQUITY TR INC Financial Services 585,670.0 $3.3M 0.07% +44K +8.2% $5.60 -0.5%
275 FMDE FIDELITY COVINGTON TRUST 90,684.0 $3.3M 0.07% +75K +471.7% $35.96 +6.7%
276 SPLV INVESCO EXCH TRADED FD TR II 44,303.0 $3.2M 0.07% -2K -3.7% $73.14 +0.2%
277 PDEC INNOVATOR ETFS TRUST 76,121.0 $3.2M 0.07% $42.50 +7.0%
278 FS SPECIALTY LENDING FD 258,524.0 $3.2M 0.07% +26K +11.1% $12.51
279 DTH WISDOMTREE TR 59,689.0 $3.2M 0.07% +35K +138.4% $54.09 +4.1%
280 AXP AMERICAN EXPRESS CO Financial Services 10,640.0 $3.2M 0.07% -946.0 -8.2% $302.47 +3.2%
Page 14 of 73  ·  1,447 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%