Institutional Investor · CIK 0000275484
INDEPENDENT FINANCIAL GROUP, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
1,980
Total Value
$36.35B
Total Shares
536.36M
Latest Filing
Jun 15, 2026
CIK
0000275484
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2024-12-31 | 2026-06-12 | 1,751,446 | $235.20M | 0.0072% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2024-12-31 | 2026-06-12 | 1,751,446 | $235.20M | 0.0072% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2024-06-30 | 2026-06-12 | 1,880,698 | $232.34M | 0.0078% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2024-06-30 | 2026-06-12 | 1,880,698 | $232.34M | 0.0078% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2024-09-30 | 2026-06-12 | 1,791,864 | $217.60M | 0.0074% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2024-09-30 | 2026-06-12 | 1,791,864 | $217.60M | 0.0074% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2024-03-31 | 2026-06-12 | 174,586 | $157.75M | 0.0007% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2024-03-31 | 2026-06-12 | 174,586 | $157.75M | 0.0007% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2024-12-31 | 2026-06-12 | 462,907 | $115.92M | 0.0032% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2024-12-31 | 2026-06-12 | 462,907 | $115.92M | 0.0032% | SH | — | View |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2024-12-31 | 2026-06-12 | 462,907 | $115.92M | 0.0003% | SH | — | View |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2024-09-30 | 2026-06-12 | 455,317 | $106.09M | 0.0003% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2024-09-30 | 2026-06-12 | 455,317 | $106.09M | 0.0031% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2024-09-30 | 2026-06-12 | 455,317 | $106.09M | 0.0031% | SH | — | View |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2024-06-30 | 2026-06-12 | 459,376 | $96.75M | 0.0003% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2024-06-30 | 2026-06-12 | 459,376 | $96.75M | 0.0031% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2024-06-30 | 2026-06-12 | 459,376 | $96.75M | 0.0031% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2024-12-31 | 2026-06-12 | 371,785 | $86.19M | 0.0078% | SH | — | View |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2024-12-31 | 2026-06-12 | 371,785 | $86.19M | 0.0078% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2023-12-31 | 2026-06-12 | 167,590 | $82.99M | 0.0007% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2023-12-31 | 2026-06-12 | 167,590 | $82.99M | 0.0007% | SH | — | View |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2023-12-31 | 2026-06-12 | 414,255 | $79.76M | 0.0003% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2023-12-31 | 2026-06-12 | 414,255 | $79.76M | 0.0028% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2023-12-31 | 2026-06-12 | 414,255 | $79.76M | 0.0028% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2024-03-31 | 2026-06-12 | 431,443 | $73.98M | 0.0029% | SH | — | View |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2024-03-31 | 2026-06-12 | 431,443 | $73.98M | 0.0003% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2024-03-31 | 2026-06-12 | 431,443 | $73.98M | 0.0029% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2024-12-31 | 2026-06-12 | 332,054 | $72.85M | 0.0031% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2024-12-31 | 2026-06-12 | 332,054 | $72.85M | 0.0031% | SH | — | View |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2023-06-30 | 2026-06-12 | 374,560 | $72.65M | 0.0003% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2023-06-30 | 2026-06-12 | 374,560 | $72.65M | 0.0026% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2023-06-30 | 2026-06-12 | 374,560 | $72.65M | 0.0026% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2023-09-30 | 2026-06-12 | 165,433 | $71.96M | 0.0007% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2023-09-30 | 2026-06-12 | 165,433 | $71.96M | 0.0007% | SH | — | View |
Microsoft Corporation(MSF.DE) | Technology | Software - Infrastructure | 2024-06-30 | 2026-06-12 | 152,781 | $68.29M | 0.0021% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2024-06-30 | 2026-06-12 | 152,781 | $68.29M | 0.0021% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2024-12-31 | 2026-06-12 | 159,885 | $67.39M | 0.0022% | SH | — | View |
Microsoft Corporation(MSF.DE) | Technology | Software - Infrastructure | 2024-12-31 | 2026-06-12 | 159,885 | $67.39M | 0.0022% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2023-06-30 | 2026-06-12 | 156,683 | $66.28M | 0.0006% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2023-06-30 | 2026-06-12 | 156,683 | $66.28M | 0.0006% | SH | — | View |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2024-09-30 | 2026-06-12 | 381,292 | $65.77M | 0.0080% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2024-09-30 | 2026-06-12 | 381,292 | $65.77M | 0.0080% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2023-09-30 | 2026-06-12 | 382,311 | $65.46M | 0.0026% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2023-09-30 | 2026-06-12 | 382,311 | $65.46M | 0.0026% | SH | — | View |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2023-09-30 | 2026-06-12 | 382,311 | $65.46M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2024-12-31 | 2026-06-12 | 127,253 | $65.06M | 13.0616% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2024-09-30 | 2026-06-12 | 149,158 | $64.18M | 0.0020% | SH | — | View |
Microsoft Corporation(MSF.DE) | Technology | Software - Infrastructure | 2024-09-30 | 2026-06-12 | 149,158 | $64.18M | 0.0020% | SH | — | View |
iShares 0-5 Year TIPS…(STIP) | Financial Services | Asset Management | 2022-09-30 | 2026-06-15 | 646,585 | $62.14M | 0.4123% | SH | — | View |
| Financial Services | Asset Management | 2024-06-30 | 2026-06-12 | 128,440 | $61.54M | 13.1834% | SH | — | View | |
| Financial Services | Asset Management | 2024-09-30 | 2026-06-12 | 123,999 | $60.52M | 12.7276% | SH | — | View | |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2024-06-30 | 2026-06-12 | 312,088 | $60.31M | 0.0029% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2024-06-30 | 2026-06-12 | 312,088 | $60.31M | 0.0029% | SH | — | View |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2023-03-31 | 2026-06-12 | 365,274 | $60.23M | 0.0003% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2023-03-31 | 2026-06-12 | 365,274 | $60.23M | 0.0025% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2023-03-31 | 2026-06-12 | 365,274 | $60.23M | 0.0025% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2024-03-31 | 2026-06-12 | 142,883 | $60.11M | 0.0019% | SH | — | View |
Microsoft Corporation(MSF.DE) | Technology | Software - Infrastructure | 2024-03-31 | 2026-06-12 | 142,883 | $60.11M | 0.0019% | SH | — | View |
| Financial Services | Asset Management | 2024-12-31 | 2026-06-12 | 101,602 | $59.55M | 0.0097% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2024-12-31 | 2026-06-12 | 101,602 | $59.55M | 0.0097% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2024-09-30 | 2026-06-12 | 317,772 | $59.21M | 0.0030% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2024-09-30 | 2026-06-12 | 317,772 | $59.21M | 0.0030% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2021-12-31 | 2026-06-15 | 330,313 | $58.65M | 0.0022% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2021-12-31 | 2026-06-15 | 330,313 | $58.65M | 0.0022% | SH | — | View |
iShares 0-5 Year TIPS…(STIP) | Financial Services | Asset Management | 2022-12-31 | 2026-06-15 | 597,551 | $57.94M | 0.3810% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2022-03-31 | 2026-06-12 | 331,517 | $57.89M | 0.0023% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2022-03-31 | 2026-06-12 | 331,517 | $57.89M | 0.0023% | SH | — | View |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2022-03-31 | 2026-06-12 | 331,517 | $57.89M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2022-09-30 | 2026-06-15 | 1,154,123 | $54.65M | 0.9032% | SH | — | View | |
| Financial Services | Asset Management | 2022-12-31 | 2026-06-15 | 1,134,647 | $53.79M | 0.8880% | SH | — | View | |
Microsoft Corporation(MSF.DE) | Technology | Software - Infrastructure | 2023-12-31 | 2026-06-12 | 141,939 | $53.37M | 0.0019% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2023-12-31 | 2026-06-12 | 141,939 | $53.37M | 0.0019% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2024-03-31 | 2026-06-12 | 292,510 | $52.76M | 0.0027% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2024-03-31 | 2026-06-12 | 292,510 | $52.76M | 0.0027% | SH | — | View |
| Financial Services | Asset Management | 2024-03-31 | 2026-06-12 | 116,723 | $51.83M | 11.9808% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2024-09-30 | 2026-06-12 | 86,985 | $49.91M | 0.0083% | SH | — | View |
| Financial Services | Asset Management | 2024-09-30 | 2026-06-12 | 86,985 | $49.91M | 0.0083% | SH | — | View | |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2024-06-30 | 2026-06-12 | 30,501 | $48.97M | 0.0006% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2024-06-30 | 2026-06-12 | 30,501 | $48.97M | 0.0006% | SH | — | View |
| Financial Services | Asset Management | 2023-12-31 | 2026-06-12 | 116,639 | $47.77M | 11.9721% | SH | — | View | |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2022-03-31 | 2026-06-12 | 174,122 | $47.51M | 0.0007% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2022-03-31 | 2026-06-12 | 174,122 | $47.51M | 0.0007% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2021-12-31 | 2026-06-15 | 157,940 | $46.45M | 0.0007% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2021-12-31 | 2026-06-15 | 157,940 | $46.45M | 0.0007% | SH | — | View |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2024-06-30 | 2026-06-12 | 82,456 | $44.88M | 0.0079% | SH | — | View |
| Financial Services | Asset Management | 2024-06-30 | 2026-06-12 | 82,456 | $44.88M | 0.0079% | SH | — | View | |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2021-09-30 | 2026-06-15 | 316,881 | $44.84M | 0.0022% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2021-09-30 | 2026-06-15 | 316,881 | $44.84M | 0.0022% | SH | — | View |
PGIM Ultra Short Bond…(PULS) | Financial Services | Asset Management - Bonds | 2022-12-31 | 2026-06-15 | 907,639 | $44.57M | 0.2587% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2022-06-30 | 2026-06-12 | 325,819 | $44.55M | 0.0022% | SH | — | View |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2022-06-30 | 2026-06-12 | 325,819 | $44.55M | 0.0002% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2022-06-30 | 2026-06-12 | 325,819 | $44.55M | 0.0022% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2023-03-31 | 2026-06-12 | 160,345 | $44.54M | 0.0007% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2023-03-31 | 2026-06-12 | 160,345 | $44.54M | 0.0007% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2022-09-30 | 2026-06-15 | 315,496 | $43.60M | 0.0021% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2022-09-30 | 2026-06-15 | 315,496 | $43.60M | 0.0021% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2023-12-31 | 2026-06-12 | 285,783 | $43.42M | 0.0027% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2023-12-31 | 2026-06-12 | 285,783 | $43.42M | 0.0027% | SH | — | View |
| Financial Services | Asset Management - Global | 2024-12-31 | 2026-06-12 | 73,758 | $43.42M | 0.0062% | SH | — | View | |
PGIM Ultra Short Bond…(PULS) | Financial Services | Asset Management - Bonds | 2022-09-30 | 2026-06-15 | 862,136 | $42.31M | 0.2458% | SH | — | View |
Showing 1 to 100 of 17295 results
...1