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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 39 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 USHY ISHARES TR 19,278.0 $710K 0.02% +5K +32.9% $36.84 +0.1%
762 TMUS T-MOBILE US INC Communication Services 3,372.0 $708K 0.02% -33.0 -1.0% $210.03 -10.1%
763 NTRS NORTHERN TR CORP Financial Services 5,053.0 $705K 0.02% NEW $139.57 +18.8%
764 PBDC PUTNAM ETF TRUST 25,550.0 $705K 0.02% +9K +50.6% $27.58 -1.3%
765 PAUG INNOVATOR ETFS TRUST 16,491.0 $704K 0.02% -1K -7.5% $42.72 +5.6%
766 JMST J P MORGAN EXCHANGE TRADED F 13,781.0 $703K 0.02% $50.98 -0.2%
767 ERC ALLSPRING MULTI SECTOR INCOM Financial Services 77,900.0 $702K 0.02% +12K +17.3% $9.01 -0.9%
768 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 92,933.0 $701K 0.02% -740.0 -0.8% $7.54 +2.9%
769 ICVT ISHARES TR 6,836.0 $696K 0.02% $101.79 +14.2%
770 AEIS ADVANCED ENERGY INDS Industrials 2,151.0 $694K 0.02% NEW $322.71 -3.2%
771 BP BP PLC Energy 14,729.0 $692K 0.02% +257.0 +1.8% $47.00 -3.0%
772 ULTA ULTA BEAUTY INC Consumer Cyclical 1,323.0 $692K 0.02% +305.0 +30.0% $522.71 -5.8%
773 WPM WHEATON PRECIOUS METALS CORP Basic Materials 5,274.0 $691K 0.02% -3K -35.7% $131.01 -4.0%
774 IGM ISHARES TR 5,826.0 $690K 0.01% -46.0 -0.8% $118.51 +30.3%
775 AVEM AMERICAN CENTY ETF TR 8,542.0 $688K 0.01% +2K +29.0% $80.58 +14.2%
776 ITM VANECK ETF TRUST 14,719.0 $683K 0.01% -597.0 -3.9% $46.43 -0.2%
777 LECO LINCOLN ELEC HLDGS INC Industrials 2,742.0 $683K 0.01% -700.0 -20.3% $249.06 +2.7%
778 HOOD ROBINHOOD MKTS INC Financial Services 9,814.0 $680K 0.01% -22K -69.3% $69.30 +9.3%
779 GRNJ TIDAL TRUST III 27,121.0 $678K 0.01% NEW $25.01 +20.2%
780 J P MORGAN EXCHANGE TRADED F 12,928.0 $678K 0.01% -120.0 -0.9% $52.43
Page 39 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%