INDEPENDENT FINANCIAL GROUP, LLC - Portfolio Stock Holdings
INDEPENDENT FINANCIAL GROUP, LLC disclosed 1344 stock positions in a recent SEC 13F filing. $578,671,377 of stock holdings were filed, with the largest holdings including AAPL, AMZN, and MSFT. This filing represented positions held on Dec. 31, 2020, and was filed on June 15, 2026.We estimate the fund has a total AUM of $12,925,435,801 and has 624 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Dec. 31, 2020No. of Stocks:
1344Est. Stock Holding Value:
$578,671,377Top Stock Holdings By Sector
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Portfolio Stock Holdings - INDEPENDENT FINANCIAL GROUP, LLC
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% of Portfolio
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