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Home > Institutional Investor > Independent Financial Group, Llc > 13F Holdings

Instuitional Investor - Independent Financial Group, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,736,929 $396,679,968 7.2%
2.
Apple Inc.
 AAPL 494,236 $164,590,347 2.99%
3.
Invesco Qqq Tr
 188,460 $139,417,488 2.53%
4.
Micron Technology Inc
 MU 112,256 $119,564,191 2.17%
5.
Broadcom Inc.
 AVGO 298,758 $104,921,099 1.9%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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