Titelia

Holdings of INDEPENDENT FINANCIAL GROUP, LLC

1114 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 25.6 % of the equity sleeve

Sector breakdown

  • Technology 21.0 %
  • Funds 6.4 %
  • Consumer discretionary 4.0 %
  • Communication 3.6 %
  • Industrials 2.5 %
  • Financials 2.4 %
  • Consumer staples 2.1 %
  • Health care 1.8 %
  • Energy 0.9 %
  • Materials 0.5 %
  • Utilities 0.4 %
  • Real estate 0.3 %
  • Unattributed 54.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.4 %
  • TW 0.8 %
  • GB 0.5 %
  • CA 0.1 %
  • NL 0.1 %
  • BR 0.1 %
  • KY 0.0 %
  • AU 0.0 %
  • ZA 0.0 %
  • DK 0.0 %
  • HK 0.0 %
  • CL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,0873.9B $98.41 %
2TW130.1M $0.75 %
3GB619.5M $0.49 %
4CA13.1M $0.08 %
5NL12.4M $0.06 %
6BR22.3M $0.06 %
7KY4937.2K $0.02 %
8AU1906.9K $0.02 %
9ZA2888.5K $0.02 %
10DK2771.1K $0.02 %
11HK1599.1K $0.01 %
12CL1472.3K $0.01 %

Positions

RankCompanySharesValueWeight
901Docusign Inc 6,475307K $
902VanEck Uranium and Nuclear ETF 2,302306.6K $
903CION Investment Corp. 44,807306.5K $
904Best Buy Co Inc 4,764305.8K $
905Becton Dickinson & Co 1,943305.5K $
906Kroger Co/The 4,198303.8K $
907First Trust Exchange-Traded Fund VIII 6,387302.6K $
908Maximus Inc 4,686300.4K $
909Dynex Capital Inc 23,507300K $
910iShares 0-5 Year Investment Gr 5,931299.5K $
911Dominion Energy Inc 4,836299K $
912Suburban Propane Partners LP 15,109297.5K $
913Rigetti Computing Inc 21,141296.8K $
914MYR Group Inc 1,050296.4K $
915Invesco S&P 500 High Dividend Low Volatility ETF 5,956295.5K $
916Texas Pacific Land Corp 621294.7K $
917Corteva Inc 3,520294.7K $
918iShares Short-Term National Muni Bond ETF 2,765294.5K $
919Nuveen Municipal Credit Income 24,124293.8K $
920Hecla Mining Co 15,715292.8K $
921Digital Realty Trust Inc 1,612290.5K $
922DR Horton Inc 2,108289.3K $
923ALLIANZIM US EQ BUFFER20 MAY 8,546288.8K $
924Pacer Swan SOS Moderate Januar 9,020287.6K $
925Ishares Inc 1,590286.3K $
926Extra Space Storage Inc 2,157282.8K $
927Coherent Corp 1,187282.8K $
928Upstart Holdings Inc 11,009282.4K $
929Colgate-Palmolive Co 3,309282K $
930ALLIANZIM US EQ BUFFER20 AUG 8,754281.4K $
931Huntington Ingalls Industries, Inc. 739280.7K $
932Toast Inc 10,590280.7K $
933Illinois Tool Works Inc 1,074279.6K $
934Dexcom Inc 4,449279.4K $
935Carlyle Group Inc/The 5,750278.2K $
936JPMorgan Income ETF 6,022277.4K $
937Sylvamo Corp 6,564277.3K $
938EOG Resources Inc 1,916276.9K $
939WisdomTree Trust 5,262276.5K $
940Ares Management Corp 2,528275.8K $
941Zoetis Inc 2,330275.4K $
942Gap Inc/The 11,269272.7K $
943Vistance Networks Inc 14,956272.2K $
944Clean Harbors Inc 949272.1K $
945BrightSpire Capital Inc 48,212270K $
946Pacer Trendpilot US Bond ETF 14,064266.9K $
947First Trust Exchange-Traded Fund VIII 7,970266.8K $
948Cintas Corp 1,575266.4K $
949Par Pacific Holdings Inc 4,241265.7K $
950indie Semiconductor Inc 82,500265.7K $
951Invesco Exchange-Traded Fund Trust 2,424265.4K $
952Global X Funds 3,585265.1K $
953LiveRamp Holdings Inc 9,975264.5K $
954Old Dominion Freight Line Inc 1,353264.4K $
955iShares Russell 2000 Value ETF 1,378261.2K $
956GLOBAL X FUNDS 14,175260.8K $
957Strive Inc 25,951260K $
958Halliburton Co 6,661259.7K $
959Otis Worldwide Corp 3,364259.3K $
960Terex Corp 4,363257.9K $
961Fiserv Inc 4,621257.9K $
962Pacer US Cash Cows Growth ETF 4,765257.6K $
963USCF ETF TRUST 9,375255.4K $
964First Trust Exchange-Traded Fund VIII 6,245254.6K $
965SPDR Series Trust 4,700254.2K $
966Timothy Plan 7,047254K $
967iShares Trust 2,611253.1K $
968iShares Morningstar Small-Cap Value ETF 3,634252.6K $
969FIDELITY COVINGTON TRUST 3,592252.2K $
970VanEck ETF Trust 623251.6K $
971First Trust Exchange-Traded Fund VIII 7,672251K $
972Carlyle Secured Lending Inc 22,882250.3K $
973ALLIANZIM US EQ BUFFER20 SEP 7,921250.2K $
974ISHARES TRUST 7,034249.8K $
975Synchrony Financial 3,670249.6K $
976MPLX LP 4,372249.5K $
977Vor BioPharma Inc 13,975249.3K $
978American Water Works Co Inc 1,827248.7K $
979First Trust Exchange-Traded Fund VIII 6,139248.6K $
980iShares Trust 3,822247.6K $
981Deckers Outdoor Corp 2,463246.5K $
982Vanguard US Multifactor ETF 1,588246.3K $
983DFA Dimensional US Marketwide Value ETF 5,073245.8K $
984iShares Trust 5,240245.5K $
985ProShares Ultra Silv 2,050245K $
986ALLIANZIM US EQ BUFFER20 JAN 6,707244.7K $
987USA Rare Earth Inc 16,134244.2K $
988Walker & Dunlop Inc 5,493243.8K $
989Fidelity National Information Services Inc 5,177242.9K $
990Samsara Inc 7,658242.7K $
991State Street SPDR S&P Telecom 1,289242.4K $
992Equinix Inc 247242.3K $
993Tapestry Inc 1,715242K $
994Cognizant Technology Solutions Corp. 3,940241.7K $
995Venture Global Inc 15,300241.1K $
996iShares MSCI International Quality Factor ETF 5,203240.5K $
997Gogo Inc 59,750240.2K $
998Bank of New York Mellon Corp/The 2,020239.6K $
999East West Bancorp Inc 2,233238.4K $
1,000iShares MSCI Brazil ETF 6,206238.2K $