Portfolio (Quarterly)
Guide ↗
INDEPENDENT FINANCIAL GROUP, LLC
· CIK 0000275484| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | A | AGILENT TECHNOLOGIES INC | Healthcare | 1,557 | $212K | 0.01% | SOLD |
| 82 | ZM | ZOOM COMMUNICATIONS INC | Technology | 2,424 | $209K | 0.01% | SOLD |
| 83 | ONON | ON HLDG AG | Consumer Cyclical | 4,480 | $208K | 0.01% | SOLD |
| 84 | IDCC | INTERDIGITAL INC | Technology | 654 | $208K | 0.01% | SOLD |
| 85 | TTD | THE TRADE DESK INC | Technology | 5,478 | $208K | 0.01% | SOLD |
| 86 | — | INNOVATOR ETFS TRUST | — | 9,553 | $205K | 0.01% | SOLD |
| 87 | — | EXPAND ENERGY CORPORATION | — | 1,852 | $204K | 0.01% | SOLD |
| 88 | WCLD | WISDOMTREE TR | — | 5,795 | $203K | 0.01% | SOLD |
| 89 | OPRX | OPTIMIZERX CORP | Healthcare | 16,500 | $202K | 0.01% | SOLD |
| 90 | HUBS | HUBSPOT INC | Technology | 502 | $201K | 0.00% | SOLD |
| 91 | CAMT | CAMTEK LTD | Technology | 1,890 | $201K | 0.00% | SOLD |
| 92 | CGUI | CAPITAL GRP FIXED INCM ETF T | — | 7,936 | $201K | 0.00% | SOLD |
| 93 | BDIV | ETF SER SOLUTIONS | — | 8,790 | $200K | 0.00% | SOLD |
| 94 | DLO | DLOCAL LTD | Technology | 13,997 | $198K | 0.00% | SOLD |
| 95 | AES | AES CORP | Utilities | 13,093 | $188K | 0.00% | SOLD |
| 96 | AG | FIRST MAJESTIC SILVER CORP | Basic Materials | 11,091 | $185K | 0.00% | SOLD |
| 97 | BSOL | BITWISE SOLANA STAKING ETF | Financial Services | 10,721 | $176K | 0.00% | SOLD |
| 98 | ARLO | ARLO TECHNOLOGIES INC | Industrials | 11,900 | $166K | 0.00% | SOLD |
| 99 | — | AMCOR PLC | — | 18,301 | $153K | 0.00% | SOLD |
| 100 | MQY | BLACKROCK MUNIYILD QULT FD I | Financial Services | 13,164 | $149K | 0.00% | 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%