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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 · All 153 New 602 Added 526 Reduced
Page 37 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 SMB VANECK ETF TRUST 44,477.0 $769K 0.02% $17.30 -0.3%
722 ALB ALBEMARLE CORP Basic Materials 4,285.0 $769K 0.02% -6K -58.5% $179.51 -6.4%
723 NVS NOVARTIS AG Healthcare 5,025.0 $768K 0.02% +1K +30.1% $152.74 -2.1%
724 GDXJ VANECK ETF TRUST 6,361.0 $764K 0.02% -4K -40.5% $120.05 -8.0%
725 USB US BANCORP Financial Services 14,676.0 $763K 0.02% -6K -29.8% $52.01 +4.0%
726 HYS PIMCO ETF TR 8,173.0 $762K 0.02% +343.0 +4.4% $93.27 -0.2%
727 DAL DELTA AIR LINES INC Industrials 11,421.0 $759K 0.02% +773.0 +7.3% $66.48 +9.5%
728 AEP AMERICAN ELEC PWR CO INC Utilities 5,782.0 $758K 0.02% +1K +29.8% $131.08 -1.7%
729 RNP COHEN & STEERS REIT & PFD & Financial Services 38,334.0 $757K 0.02% +27K +236.3% $19.76 +4.7%
730 VTEB VANGUARD MUN BD FDS 15,166.0 $757K 0.02% +3K +26.9% $49.89 -0.3%
731 AFRM AFFIRM HLDGS INC Technology 16,512.0 $757K 0.02% -16K -49.6% $45.82 +41.6%
732 COPX GLOBAL X FDS 9,897.0 $756K 0.02% -1K -9.7% $76.35 +6.0%
733 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 92,123.0 $753K 0.02% -4K -4.2% $8.17 +2.3%
734 DHDG FIRST TR EXCHNG TRADED FD VI 22,373.0 $752K 0.02% +2K +7.7% $33.63 +7.3%
735 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 9,319.0 $751K 0.02% -2K -17.0% $80.56 -11.7%
736 PAPR INNOVATOR ETFS TRUST 18,843.0 $750K 0.02% -1K -5.0% $39.80 +5.3%
737 EVV EATON VANCE LIMITED DURATION Financial Services 79,289.0 $749K 0.02% +7K +9.7% $9.45 -3.0%
738 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,286.0 $748K 0.02% +82.0 +3.7% $327.09 +11.3%
739 SCHW SCHWAB CHARLES CORP Financial Services 7,953.0 $747K 0.02% +247.0 +3.2% $93.98 -4.4%
740 FFOG FRANKLIN TEMPLETON ETF TR 18,159.0 $746K 0.02% +1K +6.2% $41.08 +20.9%
Page 37 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%