Top 50 Independent Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.61% | 1.69M | $294.8M | -1.40%(-23.92K) | $29.83(+553.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.8% | 492.1K | $124.9M | -1.07%(-5.34K) | $124.82(+147.26%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.39% | 184.7K | $106.6M | -4.23%(-8.16K) | $391.55(+81.99%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.15% | 310.1K | $96.0M | -6.46%(-21.42K) | $98.00(+267.81%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.79% | 383.1K | $79.8M | +2.22%(+8.33K) | $136.26(+78.09%) | 2026-03-31 | |
| PAAA | PGIM ETF TR | 1.71% | 1.49M | $76.4M | +0.61%(+9.06K) | $116.20(-55.83%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.55% | 106.1K | $69.0M | -2.66%(-2.90K) | $462.94(+60.88%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.54% | 185.1K | $68.5M | +0.86%(+1.58K) | $283.91(+37.54%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.38% | 94.2K | $61.5M | +0.81%(+756) | $494.93(+51.22%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1% | 139.5K | $44.8M | -0.17%(-241) | $209.20(+76.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +29.27% | +116.04% |
| Top 20 Holdings Unweighted | +23.21% | +87.02% |
Sign up free to track Independent Financial Group LLC, compare funds side by side, and get alerts the moment positions change.