Independent Financial Group, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 15, 2026), Independent Financial Group, LLC reported 1,541 stock positions worth $5.3 billion. Its top holding was Nvidia (NVDA) at 6.4% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 2.7%) and Apple (AAPL, 2.6%). Compared with Q1 2026, it opened 200 new positions, sold out of 105, added to 672 and reduced 590. The biggest buy was Micron Technology (MU, shares +30%) and the biggest sale Pgim Aaa Clo ETF (PAAA, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- SAN DIEGO, CA
- CIK
- 0000275484
- Portfolio Value
- $5.3B (Q2 2026)
- SEC Filing
- 0000275484-26-000028 ↗ filed Jul 15, 2026
Holdings Value
Holdings 1,541 stocks · $5.3B
| NVDA Nvidia Corp. | 6.41% | 1,712,464 | $342.6M | Add +1.3% |
| QQQ Invesco QQQ Trust Series 1 | 2.68% | 194,302 | $143.1M | Add +5.2% |
| AAPL Apple Inc. | 2.65% | 489,353 | $141.6M | Reduce -0.6% |
| MU Micron Technology Inc. | 2.40% | 111,056 | $128.2M | Add +30.2% |
| AVGO Broadcom Inc. | 2.24% | 316,698 | $119.6M | Add +2.1% |
| AMZN Amazon.com Inc. | 1.78% | 398,253 | $94.9M | Add +4.0% |
| IVV iShares Core S&P 500 ETF | 1.71% | 122,036 | $91.4M | Add +29.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.51% | 107,744 | $80.5M | Add +1.6% |
| MSFT Microsoft Corp. | 1.35% | 193,067 | $72.0M | Add +4.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.01% | 145,608 | $53.9M | Add +4.3% |
| GOOG Alphabet Inc. Class C | 1.01% | 152,073 | $53.7M | Add +7.2% |
| PAAA Pgim Aaa Clo ETF | 0.96% | 1,003,376 | $51.4M | Reduce -32.8% |
| XLK SS Technology Select Sector | 0.93% | 259,558 | $49.5M | Add +17.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.88% | 98,811 | $47.2M | Add +11.0% |
| AMD Advanced Micro Devices | 0.84% | 77,002 | $44.7M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.79% | 117,622 | $42.0M | Reduce -0.5% |
| SMH Vaneck Semiconductor ETF | 0.76% | 62,339 | $40.9M | Add +6.1% |
| TSLA Tesla Inc. | 0.72% | 91,049 | $38.3M | Add +3.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.70% | 427,208 | $37.5M | Reduce -5.5% |
| SNDK Sandisk Corp. | 0.67% | 15,656 | $35.6M | Add +141.2% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.63% | 686,551 | $33.8M | Add +8.6% |
| SOXX iShares Semiconductor ETF | 0.62% | 51,635 | $33.1M | Add +61.8% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.60% | 872,837 | $31.9M | Add +3.4% |
| COST Costco Wholesale Corp. | 0.60% | 34,019 | $31.8M | Reduce -2.5% |
| GARP iShares MSCI USA Quality Gar | 0.58% | 374,524 | $30.9M | Add +0.2% |
| QQQI Neos Nasdaq-100 High Inc. ETF | 0.57% | 534,418 | $30.3M | Add +19.6% |
| VOO Vanguard S&P 500 ETF | 0.56% | 43,560 | $29.9M | Add +8.0% |
| META Meta Platforms Inc. Class A | 0.55% | 52,096 | $29.3M | Reduce -9.6% |
| RDVY First Trust Rising Dividend | 0.54% | 357,875 | $29.0M | Reduce -0.8% |
| GLD SPDR Gold Shares | 0.51% | 73,460 | $27.1M | Reduce -9.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.44% | 199,584 | $23.7M | Add +5.8% |
| IJH iShares Core S&P Midcap ETF | 0.42% | 293,654 | $22.6M | Add +1.5% |
| PLTR Palantir Technologies Inc. Class A | 0.41% | 188,200 | $22.0M | Reduce -37.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.40% | 351,960 | $21.6M | Add +13.6% |
| TQQQ Proshares Ultrapro QQQ | 0.40% | 264,290 | $21.4M | Reduce -11.4% |
| JPST JPMorgan Ultra-Short Income | 0.39% | 412,854 | $20.9M | Add +32.1% |
| IWM iShares Russell 2000 ETF | 0.39% | 68,910 | $20.7M | Reduce -18.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.38% | 325,573 | $20.3M | Reduce -6.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 39,608 | $19.8M | Add +5.3% |
| CAT Caterpillar Inc. | 0.36% | 18,157 | $19.3M | Add +13.8% |
| SCHD Schwab US DVD Equity ETF | 0.36% | 603,599 | $19.1M | Add +41.6% |
| MRVL Marvell Technology Inc. | 0.35% | 62,654 | $18.7M | Add +273.0% |
| ITOT iShares Core S&P Total U.S. | 0.34% | 111,690 | $18.3M | Reduce -1.1% |
| SCHG Schwab US Large-Cap Growth | 0.34% | 539,194 | $18.2M | Add +20.8% |
| SNTH MRP Synthequity ETF | 0.34% | 612,933 | $18.2M | Add +8.2% |
| SDVY First Trust Smid Cap Rising | 0.34% | 418,522 | $18.1M | Add +0.1% |
| WMT Walmart Inc. | 0.34% | 158,800 | $18.0M | Reduce -3.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.34% | 263,624 | $17.9M | Add +6.7% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.33% | 145,174 | $17.7M | Reduce -17.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 201,898 | $17.4M | Add +3.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.32% | 56,482 | $17.3M | Reduce -1.5% |
| QQQM Invesco Nasdaq 100 ETF | 0.32% | 56,777 | $17.2M | Add +36.3% |
| VXUS Vanguard Total Intl Stock | 0.32% | 197,774 | $16.9M | Add +124.7% |
| GEV GE Vernova Inc. | 0.31% | 14,256 | $16.7M | Add +5.0% |
| PANW Palo Alto Networks Inc. | 0.31% | 48,369 | $16.5M | Reduce -12.6% |
| BPRE Bluerock Private Real Estate | 0.31% | 1,254,525 | $16.3M | Add +8.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.30% | 21,346 | $16.3M | Reduce -6.2% |
| LLY Eli Lilly & Co. | 0.30% | 13,511 | $16.2M | Add +16.3% |
| AMAT Applied Materials Inc. | 0.30% | 22,350 | $16.2M | Add +57.1% |
| VGT Vanguard Info Tech ETF | 0.29% | 128,008 | $15.3M | Add +8.7% |
| BND Vanguard Total Bond Market | 0.28% | 204,210 | $15.0M | Reduce -42.2% |
| GLW Corning Inc. | 0.27% | 56,813 | $14.5M | Add +92.5% |
| LRCX Lam Research Corp. | 0.27% | 33,461 | $14.5M | Add +52.9% |
| CIBR First Trust Nasdaq Cybersecu | 0.27% | 159,417 | $14.3M | Reduce -10.0% |
| JPM JPMorgan Chase & Co. | 0.27% | 43,575 | $14.3M | Add +3.9% |
| FDT First Trust Develp MKT Ex-US | 0.27% | 150,233 | $14.2M | Add +20.0% |
| CRDO Credo Technology Group Holdi | 0.26% | 52,042 | $14.2M | Add +18.2% |
| SGOV iShares 0-3 Month Treasury B | 0.26% | 140,190 | $14.1M | Add +10.2% |
| CORO Ish Intl CTRY Rot Act ETF | 0.26% | 381,932 | $14.0M | Add +8.0% |
| ITA iShares U.S. Aerospace & Def | 0.26% | 56,892 | $13.8M | Add +1.7% |
| INTC Intel Corp. | 0.25% | 94,371 | $13.2M | Add +10.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.24% | 148,916 | $13.1M | Add +22.7% |
| MOAT Vaneck Morningstar Wide Moat | 0.24% | 122,445 | $12.7M | Reduce -3.2% |
| RWJ Invesco S&P Smallcap 600 | 0.23% | 204,873 | $12.2M | Add +0.7% |
| VYM Vanguard High DVD Yield ETF | 0.23% | 77,062 | $12.2M | Add +6.9% |
| SMA Smartstop Self Storage REIT | 0.23% | 374,632 | $12.2M | Add +1.4% |
| BE Bloom Energy Corp. Class A | 0.23% | 39,965 | $12.1M | Add +636.4% |
| ABBV Abbvie Inc. | 0.23% | 47,935 | $12.1M | Add +3.2% |
| IYW iShares Ustechnology ETF | 0.22% | 47,508 | $12.0M | Add +111.4% |
| PDI PIMCO Dynamic Income Fund | 0.22% | 717,418 | $12.0M | Reduce -1.9% |
| CGGR Cap Group Growth Equity | 0.22% | 251,018 | $11.8M | Add +13.2% |
| RSP Invesco S&P 500 Equal Weight | 0.22% | 55,550 | $11.8M | Add +9.0% |
| IEMG iShares Core MSCI Emerging | 0.22% | 141,441 | $11.7M | Add +27.1% |
| TSPA T Rowe Price US Eqy Research | 0.22% | 245,872 | $11.7M | Add +19.1% |
| CSCO Cisco Systems Inc. | 0.22% | 98,538 | $11.6M | Add +14.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.21% | 227,639 | $11.5M | Reduce -57.5% |
| GDX Vaneck Gold Miners ETF | 0.21% | 151,131 | $11.4M | Reduce -9.3% |
| V Visa Inc. Class A | 0.21% | 32,793 | $11.3M | Add +3.9% |
| SLV iShares Silver Trust | 0.21% | 209,657 | $11.2M | Reduce -26.0% |
| SSO Proshares Ultra S&P500 | 0.21% | 166,076 | $11.2M | Reduce -3.0% |
| HD Home Depot Inc. | 0.21% | 31,227 | $11.0M | Add +0.3% |
| GE General Electric filed as GE AEROSPACE | 0.21% | 29,365 | $11.0M | Add +1.4% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.20% | 215,557 | $10.9M | Add +354.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.20% | 119,895 | $10.9M | Add +1.3% |
| SRLN SS Blackstone Sr Loan ETF | 0.20% | 269,167 | $10.8M | Add +21.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.20% | 114,972 | $10.5M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.20% | 76,288 | $10.4M | Reduce -20.7% |
| STX Seagate Technology Holdings | 0.19% | 10,783 | $10.4M | Add +5.1% |
| DELL Dell Technologies -C | 0.19% | 23,882 | $10.3M | Add +201.2% |
| ASTS Ast Spacemobile Inc. | 0.19% | 114,998 | $10.2M | Add +17.5% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $2.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | 52,400 | $2.1M | New |
| IONIS PHARMACEUTICALS IN (IONS 1.75 06/15/28) | NOTE 1.750% 6/1 · principal | 32,000 | $50K | New |
| MICROCHIP TECHNOLOGY INC (MCHP 1.625 02/15/27) | NOTE 1.625% 2/1 · principal | 15,000 | $41K | New |
| CCIXW Churchill Capital Corp. I-29 | *W EXP 03/31/203 | 20,000 | $16K | No change |
| COHEN & STEERS QUALITY-R | RIGHT 07/15/2026 | 285,488 | $4K | Add +1.0% |
Total filed on the 13F, all lines: $5.3B.
Portfolio Sells Q1 2026 → Q2 2026
| PAAA Pgim Aaa Clo ETF | Reduce -32.8% | 0.96% | −0.75 |
| PLTR Palantir Technologies Inc. Class A | Reduce -37.2% | 0.41% | −0.57 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -57.5% | 0.21% | −0.39 |
| BIZD Vaneck BDC Income ETF | Reduce -87.3% | 0.04% | −0.34 |
| BND Vanguard Total Bond Market | Reduce -42.2% | 0.28% | −0.30 |
| GLD SPDR Gold Shares | Reduce -9.0% | 0.51% | −0.27 |
| JBBB Janus Henderson B-BBB Clo Et | Reduce -87.1% | 0.03% | −0.26 |
| SLV iShares Silver Trust | Reduce -26.0% | 0.21% | −0.22 |
| VOD Vodafone Group PLC-SP ADR | Reduce -52.0% | 0.12% | −0.21 |
| NFLX Netflix Inc. | Reduce -24.4% | 0.17% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -9.6% | 0.55% | −0.19 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -64.0% | 0.10% | −0.19 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -81.5% | 0.04% | −0.19 |
| COST Costco Wholesale Corp. | Reduce -2.5% | 0.60% | −0.18 |
| XOM Exxon Mobil Corp. | Reduce -20.7% | 0.20% | −0.17 |
| FSK FS KKR Capital Corp. | Reduce -45.5% | 0.15% | −0.17 |
| JQUA JPMorgan US Quality Factor | Reduce -71.4% | 0.07% | −0.17 |
| AAPL Apple Inc. | Reduce -0.6% | 2.65% | −0.15 |
| XLE SS Energy Select Sector | Reduce -24.5% | 0.18% | −0.15 |
| GDX Vaneck Gold Miners ETF | Reduce -9.3% | 0.21% | −0.13 |
| IBM Intl Business Machines Corp. | Reduce -40.0% | 0.17% | −0.12 |
| FLRT Pacer Aristotle Pacific Floa | Reduce -49.8% | 0.09% | −0.12 |
| WMT Walmart Inc. | Reduce -3.0% | 0.34% | −0.12 |
| VZ Verizon Communications Inc. | Reduce -30.9% | 0.11% | −0.11 |
| NLY Annaly Capital Management Inc. | Reduce -71.4% | 0.04% | −0.11 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -6.8% | 0.38% | −0.11 |
| CVX Chevron Corp. | Reduce -16.5% | 0.12% | −0.10 |
| EFV iShares MSCI Eafe Value ETF | Reduce -44.3% | 0.09% | −0.10 |
| PSEC Prospect Capital Corp. | Reduce -28.2% | 0.11% | −0.10 |
| T AT&T Inc. | Reduce -41.1% | 0.05% | −0.09 |
| QUAL iShares MSCI USA Quality Fac | Reduce -33.9% | 0.14% | −0.08 |
| IWM iShares Russell 2000 ETF | Reduce -18.3% | 0.39% | −0.08 |
| XLC SS Comm Select Sector SPDR | Reduce -27.8% | 0.11% | −0.08 |
| OXY Occidental Petroleum Corp. | Reduce -61.4% | 0.03% | −0.08 |
| NET Cloudflare Inc. Class A | Reduce -44.0% | 0.10% | −0.08 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -5.5% | 0.70% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Reduce -37.2% | 0.10% | −0.07 |
| TOPT iShares Top 20 US Stocks ETF | Reduce -35.6% | 0.12% | −0.07 |
| IGEB iShares Investment Grade SYS | Sold out | 0.00% | −0.07 |
| AGNC AGNC Investment Corp. | Reduce -40.4% | 0.08% | −0.07 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -31.6% | 0.12% | −0.07 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -15.7% | 0.18% | −0.06 |
| GDLC Grayscale Coindesk 5 ETF | Reduce -30.9% | 0.06% | −0.06 |
| ISRG Intuitive Surgical Inc. | Reduce -24.6% | 0.07% | −0.06 |
| PDI PIMCO Dynamic Income Fund | Reduce -1.9% | 0.22% | −0.06 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Reduce -17.0% | 0.33% | −0.06 |
| RFI Cohen & Steers Tot Ret RLTY | Reduce -81.1% | 0.01% | −0.05 |
| ENFR Alerian Energy Infrastructur | Reduce -20.9% | 0.10% | −0.05 |
| IGLD FT Vest Gold Strategy Target | Reduce -48.3% | 0.03% | −0.05 |
| XLF SS Financial Select Sector | Reduce -19.0% | 0.13% | −0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +30.2% | 2.40% | +1.75 |
| SNDK Sandisk Corp. | Add +141.2% | 0.67% | +0.57 |
| AMD Advanced Micro Devices | Add +0.4% | 0.84% | +0.49 |
| SOXX iShares Semiconductor ETF | Add +61.8% | 0.62% | +0.38 |
| IVV iShares Core S&P 500 ETF | Add +29.6% | 1.71% | +0.33 |
| MRVL Marvell Technology Inc. | Add +273.0% | 0.35% | +0.31 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.2% | 2.68% | +0.29 |
| XLK SS Technology Select Sector | Add +17.1% | 0.93% | +0.26 |
| SMH Vaneck Semiconductor ETF | Add +6.1% | 0.76% | +0.26 |
| BE Bloom Energy Corp. Class A | Add +636.4% | 0.23% | +0.21 |
| TSM Taiwan Semiconductor-SP ADR | Add +11.0% | 0.88% | +0.21 |
| AMAT Applied Materials Inc. | Add +57.1% | 0.30% | +0.19 |
| EWY iShares MSCI South Korea ETF | New | 0.19% | +0.19 |
| GLW Corning Inc. | Add +92.5% | 0.27% | +0.18 |
| CRDO Credo Technology Group Holdi | Add +18.2% | 0.26% | +0.17 |
| LRCX Lam Research Corp. | Add +52.9% | 0.27% | +0.17 |
| VXUS Vanguard Total Intl Stock | Add +124.7% | 0.32% | +0.16 |
| DELL Dell Technologies -C | Add +201.2% | 0.19% | +0.16 |
| ACYN FT Lad Autocall Bar Inc. ETF | New | 0.16% | +0.16 |
| INTC Intel Corp. | Add +10.8% | 0.25% | +0.16 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +354.2% | 0.20% | +0.15 |
| XQQI Neos BSTD NDQ HGH Inc. ETF | Add +745.0% | 0.15% | +0.14 |
| IYW iShares Ustechnology ETF | Add +111.4% | 0.22% | +0.13 |
| DRAM Roundhill Memory ETF | New | 0.12% | +0.12 |
| TGRT T. Rowe Price Growth ETF | New | 0.12% | +0.12 |
| CAT Caterpillar Inc. | Add +13.8% | 0.36% | +0.11 |
| SPCX Space Exploration Techn Class A | New | 0.11% | +0.11 |
| TLT iShares 20+ Year Treasury BD | Add +188.0% | 0.18% | +0.11 |
| IYM iShares U.S. Basic Materials | Add +2590.5% | 0.11% | +0.11 |
| STX Seagate Technology Holdings | Add +5.1% | 0.19% | +0.10 |
| CARY Angel Oak Income ETF | Add +244.8% | 0.16% | +0.10 |
| QQQM Invesco Nasdaq 100 ETF | Add +36.3% | 0.32% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +7.2% | 1.01% | +0.09 |
| CGCP Cap Group Core Plus Income | Add +378.7% | 0.12% | +0.09 |
| NBIS Nebius Group NV | Add +1.5% | 0.16% | +0.09 |
| PATN Pacer Nasdaq Int Pat LDR | New | 0.08% | +0.08 |
| AVGO Broadcom Inc. | Add +2.1% | 2.24% | +0.08 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +174.6% | 0.12% | +0.07 |
| QQQI Neos Nasdaq-100 High Inc. ETF | Add +19.6% | 0.57% | +0.07 |
| CSCO Cisco Systems Inc. | Add +14.8% | 0.22% | +0.07 |
| AVLV Avantis US Large Cap Value | New | 0.07% | +0.07 |
| SCHD Schwab US DVD Equity ETF | Add +41.6% | 0.36% | +0.06 |
| LLY Eli Lilly & Co. | Add +16.3% | 0.30% | +0.06 |
| IALT Ishrs SYS Alt Act ETF | New | 0.06% | +0.06 |
| MUU Direxion Daily Mu Bull 2X Et | New | 0.06% | +0.06 |
| FTQI First Trust Nasdaq Buywrite | Add +359.9% | 0.08% | +0.06 |
| LITE Lumentum Holdings Inc. | Add +58.0% | 0.15% | +0.06 |
| FTHI Fthi/First Trust Exchange-TR | Add +234.3% | 0.09% | +0.06 |
| CAGE Calamos Autocalla Gro ETF | New | 0.06% | +0.06 |
| VGT Vanguard Info Tech ETF | Add +8.7% | 0.29% | +0.06 |
Notes & Other Activity Q1 2026 → Q2 2026
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | New | 52,400 | $2.1M |
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | Sold out | 12,970 | $917Kbefore exit |
| IONIS PHARMACEUTICALS IN (IONS 1.75 06/15/28) | NOTE 1.750% 6/1 · principal | New | 32,000 | $50K |
| MICROCHIP TECHNOLOGY INC (MCHP 1.625 02/15/27) | NOTE 1.625% 2/1 · principal | New | 15,000 | $41K |
| COHEN & STEERS QUALITY-R | RIGHT 07/15/2026 | Add +1.0% | 285,488 | $4K |
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | Sold out | 583,290 | $4Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,541 | $5.3B | NVDA, QQQ, AAPL, MU, AVGO |
| Q1 2026Amended | 1,444 | $4.5B | NVDA, AAPL, QQQ, AVGO, AMZN |
| Q4 2025 | 1,404 | $4.5B | NVDA, AAPL, QQQ, AVGO, MSFT |
| Q3 2025 | 1,353 | $4.2B | NVDA, AAPL, AVGO, QQQ, MSFT |
| Q2 2025 | 1,284 | $3.6B | NVDA, AAPL, QQQ, AVGO, MSFT |
| Q1 2025 | 1,173 | $2.9B | NVDA, AAPL, QQQ, AMZN, AVGO |
| Q4 2024 | 1,155 | $3.0B | NVDA, AAPL, AVGO, AMZN, MSFT |
| Q3 2024 | 1,126 | $2.7B | NVDA, AAPL, AVGO, MSFT, QQQ |
| Q2 2024 | 1,087 | $2.5B | NVDA, AAPL, MSFT, QQQ, AMZN |
| Q1 2024 | 1,014 | $2.2B | NVDA, AAPL, MSFT, AMZN, QQQ |