Long-term investor
Independent Financial Group, LLC @independentfinancialgrou
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000275484).
Record
- Tracked since 2022-12-31 (1370 days), 253 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all n/a
- Max drawdown n/a · win rate 19% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 6.4% · long · since 2022-12-31
- 46090E103 · 2.7% · long · since 2022-12-31
- AAPL · 2.6% · long · since 2022-12-31
- MU · 2.4% · long · since 2022-12-31
- AVGO · 2.2% · long · since 2022-12-31
- AMZN · 1.8% · long · since 2022-12-31
- IVV · 1.7% · long · since 2022-12-31
- SPY · 1.5% · long · since 2022-12-31
- MSFT · 1.3% · long · since 2022-12-31
- VTI · 1.0% · long · since 2022-12-31
- GOOG · 1.0% · long · since 2022-12-31
- PAAA · 1.0% · long · since 2026-06-30