Intrepid Financial Planning Group LLC Purchases in Q2 2025

Intrepid Financial Planning Group LLC

  • $224 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
528
+ 1.55%
$74.01 - $144.25 $39.1K - $76.2K
34.6K $4.72M
JPM
Jpmorgan Chase & CO

Financial Services
82
+ 0.37%
$210.28 - $289.91 $17.2K - $23.8K
22.4K $6.48M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.28K
+ 9.67%
$45.88 - $54.4 $380K - $450K
93.9K $5.11M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.4K
+ 10.23%
$51.14 - $57.0 $636K - $709K
134K $7.62M
IYW
Ishares Dj Us Tech ETF

ETFs
2.57K
+ 54.02%
$122.57 - $173.27 $315K - $445K
7.33K $1.27M
AMZN
Amazon Com Inc

Consumer Cyclical
70
+ 0.43%
$167.32 - $223.3 $11.7K - $15.6K
16.4K $3.61M
XLI
Industrial Sector Spdr

ETFs
152
+ 0.58%
$116.42 - $147.52 $17.7K - $22.4K
26.3K $3.89M
ITA
Ishares Tr

ETFs
80
+ 0.82%
$135.31 - $188.64 $10.8K - $15.1K
9.8K $1.85M
NVDA
Nvidia Corp

Technology
135
+ 2.11%
$94.31 - $157.99 $12.7K - $21.3K
6.53K $1.03M
XLC
Select Sector Spdr Tr Communic

ETFs
3.12K
New
$86.13 - $108.53 $269K - $339K
3.12K $338K
QQQ
Invesco Qqq Trust, Series 1

ETFs
17
+ 0.52%
$416.06 - $551.64 $7.07K - $9.38K
3.28K $1.81M
W
Wayfair Inc.

Consumer Cyclical
5K
New
$24.14 - $51.22 $121K - $256K
5K $255K
IEFA
Ishares Tr

ETFs
2.8K
New
$67.83 - $84.09 $190K - $235K
2.8K $233K
CRWD
Crowd Strike Holdings, Inc.

Technology
438
New
$321.63 - $509.31 $141K - $223K
438 $223K
CSCO
Cisco Systems, Inc.

Technology
3.08K
New
$53.19 - $69.38 $164K - $214K
3.08K $213K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
328
+ 1.65%
$56.88 - $70.77 $18.7K - $23.2K
20.2K $1.43M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
340
+ 2.36%
$49.85 - $64.51 $16.9K - $21.9K
14.7K $950K
BAC
Bank Of America Corp

Financial Services
251
+ 1.03%
$34.39 - $47.46 $8.63K - $11.9K
24.6K $1.17M
IWM
Ishares Russell 2000 ETF

ETFs
9
+ 0.13%
$174.82 - $215.79 $1.57K - $1.94K
6.85K $1.48M
TSLA
Tesla, Inc.

Consumer Cyclical
35
+ 3.23%
$221.86 - $362.89 $7.77K - $12.7K
1.12K $355K
XLU
Utilities Sector Spdr

ETFs
178
+ 0.83%
$73.09 - $82.77 $13K - $14.7K
21.7K $1.77M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
78
+ 0.68%
$32.66 - $40.75 $2.55K - $3.18K
11.5K $466K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
931
+ 14.37%
$37.73 - $43.54 $35.1K - $40.5K
7.41K $320K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
210
+ 1.49%
$72.71 - $82.56 $15.3K - $17.3K
14.3K $1.16M
IWN
Ishares Russell2000 Val ETF

ETFs
22
+ 0.69%
$131.84 - $157.76 $2.9K - $3.47K
3.23K $508K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
178
+ 2.61%
$35.35 - $42.68 $6.29K - $7.6K
6.99K $297K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
260
+ 3.43%
$47.97 - $54.0 $12.5K - $14K
7.84K $423K
Doubleline ETF Trust
7.97K
New
N/A
7.97K $0
Global X Fds
4.73K
New
N/A
4.73K $0
Calamos ETF Tr
56.7K
+ 371.79%
N/A
72K $0
HUSV
First Tr ETF Iii Horizon Manag
21.1K
+ 110.83%
N/A
40.2K $0
Ab Active Etfs Inc
3.24K
+ 3.18%
N/A
105K $0
Activity Summary
Buys All Purchases 33 New Holdings 8 Increased Positions 25 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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