Intrepid Financial Planning Group LLC Purchases in Q1 2025

Intrepid Financial Planning Group LLC

  • $206 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
3.11K
+ 31.37%
$110.86 - $121.12 $345K - $377K
13K $1.58M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
7.58K
New
$51.94 - $55.24 $394K - $419K
7.58K $403K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.62K
+ 4.84%
$56.17 - $59.71 $315K - $335K
122K $6.95M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
6.48K
New
$41.26 - $44.98 $267K - $291K
6.48K $272K
KO
Coca Cola CO

Consumer Defensive
3.16K
New
$60.81 - $72.32 $192K - $229K
3.16K $226K
UBER
Uber Technologies, Inc

Technology
3.09K
New
$63.17 - $81.49 $195K - $252K
3.09K $225K
RSG
Republic Services, Inc.

Industrials
892
New
$200.09 - $242.16 $178K - $216K
892 $216K
IYW
Ishares Dj Us Tech ETF

ETFs
1.92K
+ 67.33%
$140.44 - $166.79 $269K - $319K
4.76K $668K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.0%
$225.19 - $279.95 $225 - $280
22.3K $5.46M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.74K
+ 9.94%
$51.45 - $58.51 $398K - $453K
85.6K $4.43M
ATNM
Actinium Pharmaceuticals, Inc.

Healthcare
500
+ 3.57%
$1.06 - $2.12 $530 - $1.06K
14.5K $23K
RBLX
Roblox Corp

Communication Services
33
+ 0.67%
$53.77 - $75.47 $1.77K - $2.49K
4.98K $290K
WMT
Walmart Inc.

Consumer Defensive
150
+ 3.0%
$84.5 - $105.05 $12.7K - $15.8K
5.15K $452K
Ab Active Etfs Inc
102K
New
N/A
102K $0
HUSV
First Tr ETF Iii Horizon Manag
13.6K
+ 249.45%
N/A
19K $0
Managed Portfolio Series
144
+ 0.24%
N/A
59.7K $0
Calamos ETF Tr
15.3K
New
N/A
15.3K $0
PEP
Pepsico Inc

Consumer Defensive
22
+ 0.87%
$142.64 - $156.42 $3.14K - $3.44K
2.55K $381K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
227
+ 3.45%
$40.03 - $46.81 $9.09K - $10.6K
6.81K $277K
PAVE
Global X Fds Us Infrastructure

ETFs
1.12K
+ 4.59%
$37.31 - $43.82 $41.6K - $48.9K
25.4K $959K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.02%
$408.78 - $448.82 $409 - $449
5.19K $2.18M
IWS
Ishares Russell Midcap Value E

ETFs
112
+ 0.89%
$122.59 - $135.24 $13.7K - $15.1K
12.7K $1.6M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
121
+ 0.85%
$54.9 - $62.36 $6.64K - $7.55K
14.4K $800K
AMD
Advanced Micro Devices Inc

Technology
677
+ 8.07%
$96.63 - $129.55 $65.4K - $87.7K
9.06K $931K
NVDA
Nvidia Corp

Technology
500
+ 8.48%
$106.98 - $149.43 $53.5K - $74.7K
6.39K $692K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
41
+ 1.08%
$254.58 - $302.92 $10.4K - $12.4K
3.85K $983K
AFRM
Affirm Holdings, Inc.

Technology
150
+ 1.83%
$43.7 - $80.98 $6.56K - $12.1K
8.35K $377K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
72
+ 0.17%
$64.88 - $72.1 $4.67K - $5.19K
41.5K $2.73M
Activity Summary
Buys All Purchases 29 New Holdings 7 Increased Positions 22 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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