Intrepid Financial Planning Group LLC Purchases in Q3 2025

Intrepid Financial Planning Group LLC

  • $235 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
348
+ 1.01%
$130.68 - $186.97 $45.5K - $65.1K
35K $6.38M
IEFA
Ishares Tr

ETFs
8.54K
+ 305.4%
$81.7 - $87.53 $697K - $747K
11.3K $989K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
128
+ 0.36%
$68.94 - $86.3 $8.82K - $11K
35.6K $3.07M
ONB
Old National Bancorp

Financial Services
26.1K
New
$20.4 - $23.47 $533K - $614K
26.1K $573K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.58K
+ 4.88%
$53.81 - $57.52 $246K - $263K
98.4K $5.66M
AVGO
Broadcom Inc.

Technology
157
+ 2.63%
$264.74 - $369.57 $41.6K - $58K
6.13K $2.02M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.75K
+ 4.28%
$55.61 - $57.37 $319K - $330K
140K $7.98M
IYW
Ishares Dj Us Tech ETF

ETFs
952
+ 12.99%
$171.38 - $197.01 $163K - $188K
8.28K $1.62M
NVDA
Nvidia Corp

Technology
830
+ 12.71%
$153.3 - $186.58 $127K - $155K
7.36K $1.37M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
6.88K
New
$36.33 - $46.04 $250K - $317K
6.88K $311K
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
4.85K
New
$43.8 - $46.03 $212K - $223K
4.85K $223K
BWA
Borgwarner Inc

Consumer Cyclical
5K
New
$34.53 - $44.44 $173K - $222K
5K $219K
VUG
Vanguard Growth ETF

ETFs
441
New
$433.97 - $484.08 $191K - $213K
441 $211K
MRVL
Marvell Technology, Inc.

Technology
330
+ 1.3%
$62.31 - $84.07 $20.6K - $27.7K
25.6K $2.15M
RBLX
Roblox Corp

Communication Services
178
+ 3.58%
$100.65 - $141.56 $17.9K - $25.2K
5.16K $714K
IWM
Ishares Russell 2000 ETF

ETFs
30
+ 0.44%
$214.92 - $244.84 $6.45K - $7.35K
6.88K $1.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.09%
$546.99 - $602.2 $1.64K - $1.81K
3.29K $1.97M
TSLA
Tesla, Inc.

Consumer Cyclical
35
+ 3.13%
$293.94 - $444.72 $10.3K - $15.6K
1.15K $512K
IWP
Ishares Russell Mid Cap Growth

ETFs
400
+ 1.71%
$137.51 - $145.26 $55K - $58.1K
23.8K $3.39M
KRE
Spdr S&P Regional Banking ETF

ETFs
207
+ 1.07%
$58.82 - $66.17 $12.2K - $13.7K
19.6K $1.24M
IWN
Ishares Russell2000 Val ETF

ETFs
80
+ 2.48%
$157.1 - $178.94 $12.6K - $14.3K
3.31K $584K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
173
+ 0.86%
$69.02 - $73.57 $11.9K - $12.7K
20.3K $1.49M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
897
+ 12.11%
$42.79 - $45.73 $38.4K - $41K
8.31K $371K
FRME
First Merchants Corp

Financial Services
1.6K
+ 10.89%
$37.07 - $41.88 $59.3K - $67K
16.3K $613K
LMT
Lockheed Martin Corp

Industrials
50
+ 9.23%
$410.74 - $499.21 $20.5K - $25K
592 $295K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
840
+ 15.14%
$50.53 - $50.82 $42.4K - $42.7K
6.39K $324K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
410
+ 5.23%
$53.48 - $56.56 $21.9K - $23.2K
8.25K $466K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
301
+ 2.61%
$39.8 - $42.86 $12K - $12.9K
11.8K $506K
XLC
Select Sector Spdr Tr Communic

ETFs
25
+ 0.8%
$105.99 - $119.41 $2.65K - $2.99K
3.15K $372K
PEP
Pepsico Inc

Consumer Defensive
38
+ 1.5%
$133.81 - $152.16 $5.08K - $5.78K
2.56K $359K
CSCO
Cisco Systems, Inc.

Technology
106
+ 3.44%
$66.2 - $71.79 $7.02K - $7.61K
3.19K $217K
Tidal Trust I
14.1K
New
N/A
14.1K $0
Ab Active Etfs Inc
3.12K
+ 2.96%
N/A
108K $0
Calamos ETF Tr
153K
New
N/A
153K $0
Ab Active Etfs Inc
72.1K
New
N/A
72.1K $0
Goldman Sachs ETF Tr
4.46K
New
N/A
4.46K $0
Doubleline ETF Trust
7.35K
+ 92.2%
N/A
15.3K $0
Global X Fds
1.23K
+ 26.05%
N/A
5.96K $0
Global X Fds
7.81K
New
N/A
7.81K $0
CRWD
Crowd Strike Holdings, Inc.

Technology
15
+ 3.42%
$412.46 - $514.1 $6.19K - $7.71K
453 $222K
PG
Procter & Gamble CO

Consumer Defensive
41
+ 2.76%
$150.47 - $161.22 $6.17K - $6.61K
1.53K $234K
BUG
Global X Fds Cybersecurity ETF

ETFs
515
+ 3.9%
$32.23 - $37.41 $16.6K - $19.3K
13.7K $482K
CRM
Salesforce, Inc.

Technology
2
+ 0.23%
$231.66 - $273.65 $463 - $547
855 $202K
Activity Summary
Buys All Purchases 44 New Holdings 11 Increased Positions 33 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Intrepid Financial Planning Group LLC Portfolio

Follow Intrepid Financial Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intrepid Financial Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intrepid Financial Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email