Portfolio (Quarterly)
Guide ↗
INDEPENDENT FINANCIAL GROUP, LLC
· CIK 0000275484| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 959 | $246K | 0.01% | SOLD |
| 62 | IGE | ISHARES TR | — | 4,845 | $243K | 0.01% | SOLD |
| 63 | WCBR | WISDOMTREE TR | — | 8,342 | $232K | 0.01% | SOLD |
| 64 | BRO | BROWN & BROWN INC | Financial Services | 2,910 | $232K | 0.01% | SOLD |
| 65 | MORT | VANECK ETF TRUST | — | 22,024 | $231K | 0.01% | SOLD |
| 66 | SMDV | PROSHARES TR | — | 3,427 | $226K | 0.01% | SOLD |
| 67 | FXI | ISHARES TR | — | 5,862 | $224K | 0.01% | SOLD |
| 68 | SE | SEA LTD | Consumer Cyclical | 1,758 | $224K | 0.01% | SOLD |
| 69 | BNDI | NEOS ETF TRUST | — | 4,677 | $222K | 0.01% | SOLD |
| 70 | VGUS | VANGUARD INSTL INDEX FD | — | 2,911 | $220K | 0.01% | SOLD |
| 71 | OCTT | AIM ETF PRODUCTS TRUST | — | 5,017 | $218K | 0.01% | SOLD |
| 72 | NULV | NUSHARES ETF TR | — | 4,838 | $218K | 0.01% | SOLD |
| 73 | WF | WOORI FINL GROUP INC | Financial Services | 3,707 | $218K | 0.01% | SOLD |
| 74 | FSMB | FIRST TR EXCH TRADED FD III | — | 10,866 | $218K | 0.01% | SOLD |
| 75 | PAYX | PAYCHEX INC | Industrials | 1,940 | $218K | 0.01% | SOLD |
| 76 | FIX | COMFORT SYS USA INC | Industrials | 231 | $216K | 0.01% | SOLD |
| 77 | ONEQ | FIDELITY COMWLTH TR | — | 2,358 | $216K | 0.01% | SOLD |
| 78 | GPC | GENUINE PARTS CO | Consumer Cyclical | 1,732 | $213K | 0.01% | SOLD |
| 79 | — | SMURFIT WESTROCK PLC | — | 5,499 | $213K | 0.01% | SOLD |
| 80 | FITE | SPDR SERIES TRUST | — | 2,485 | $212K | 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%