Portfolio (Quarterly)
Guide ↗
INDEPENDENT FINANCIAL GROUP, LLC
· CIK 0000275484| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | TTI | TETRA TECHNOLOGIES INC DEL | Energy | 15,754 | $148K | 0.00% | SOLD |
| 102 | PERI | PERION NETWORK LTD | Communication Services | 12,465 | $119K | 0.00% | SOLD |
| 103 | — | NEW GOLD INC CDA | — | 11,189 | $97K | 0.00% | SOLD |
| 104 | — | ALMONTY INDS INC | — | 10,200 | $90K | 0.00% | SOLD |
| 105 | PML | PIMCO MUN INCOME FD II | Financial Services | 11,578 | $87K | 0.00% | SOLD |
| 106 | RXRX | RECURSION PHARMACEUTICALS IN | Healthcare | 14,292 | $58K | 0.00% | SOLD |
| 107 | BBAI | BIGBEAR AI HLDGS INC | Technology | 10,807 | $58K | 0.00% | SOLD |
| 108 | UAMY | UNITED STATES ANTIMONY CORP | Basic Materials | 10,000 | $50K | 0.00% | SOLD |
| 109 | GDRX | GOODRX HLDGS INC | Healthcare | 12,100 | $33K | 0.00% | SOLD |
| 110 | — | TIZIANA LIFE SCIENCES LTD | — | 15,845 | $24K | 0.00% | SOLD |
| 111 | — | TRX GOLD CORPORATION | — | 10,600 | $10K | — | 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%