Intrepid Financial Planning Group LLC Reduced Holdings in Q3 2024

Intrepid Financial Planning Group LLC

  • $232 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
-31K
- 69.62%
$84.35 - $93.39 $2.62M - $2.9M
13.5K $1.19M
XLK
Technology Sector Spdr

ETFs
-4.62K
- 13.0%
$197.34 - $237.68 $912K - $1.1M
30.9K $6.98M
LLY
Eli Lilly & CO

Healthcare
-514
- 4.32%
$772.14 - $960.02 $397K - $493K
11.4K $10.1M
NVO
Novo Nordisk A S

Healthcare
-1.66K
- 12.34%
$119.07 - $145.42 $198K - $241K
11.8K $1.4M
MSFT
Microsoft Corp

Technology
-360
- 4.99%
$395.15 - $467.56 $142K - $168K
6.85K $2.95M
AMZN
Amazon Com Inc

Consumer Cyclical
-528
- 3.06%
$161.02 - $200.0 $85K - $106K
16.7K $3.12M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.2K
- 3.93%
$91.42 - $91.82 $201K - $202K
53.7K $4.93M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-309
- 2.16%
$201.42 - $273.98 $62.2K - $84.7K
14K $3.37M
CLSK
Cleanspark, Inc.

Technology
-1K
- 4.99%
$8.09 - $19.79 $8.09K - $19.8K
19K $177K
ATNM
Actinium Pharmaceuticals, Inc.

Healthcare
-1K
- 5.0%
$1.72 - $8.0 $1.72K - $8K
19K $35K
CACI
Caci International Inc

Technology
-130
- 4.96%
$427.76 - $427.76 $55.6K - $55.6K
2.49K $1.07M
VO
Vanguard Mid Cap ETF

ETFs
-321
- 24.58%
$237.84 - $263.83 $76.3K - $84.7K
985 $259K
BA
Boeing CO

Industrials
-65
- 4.56%
$152.04 - $190.6 $9.88K - $12.4K
1.36K $206K
JETS
ETF Ser Solutions U S Global J

ETFs
-3.32K
- 18.19%
$16.76 - $20.84 $55.6K - $69.1K
14.9K $309K
RIOT
Riot Blockchain, Inc.

Technology
-2.35K
- 13.76%
$6.38 - $12.7 $15K - $29.8K
14.7K $109K
COST
Costco Wholesale Corp

Consumer Defensive
-148
- 6.36%
$801.83 - $917.05 $119K - $136K
2.18K $1.93M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-4.13K
- 9.61%
$39.47 - $49.4 $163K - $204K
38.8K $1.85M
DIS
Walt Disney CO

Communication Services
-215
- 6.99%
$85.6 - $98.61 $18.4K - $21.2K
2.86K $275K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-453
- 8.91%
$386.81 - $423.12 $175K - $192K
4.63K $1.96M
RAVI
Flexshares Tr Ready Access Var

ETFs
-330
- 5.9%
$75.14 - $75.66 $24.8K - $25K
5.27K $398K
BLNK
Blink Charging Co.

Industrials
-500
- 3.79%
$1.57 - $3.7 $785 - $1.85K
12.7K $21K
MRVL
Marvell Technology, Inc.

Technology
-1K
- 3.73%
$56.15 - $76.24 $56.2K - $76.2K
25.8K $1.86M
IYW
Ishares Dj Us Tech ETF

ETFs
-75
- 2.54%
$133.16 - $158.73 $9.99K - $11.9K
2.88K $436K
MTTR
Matterport, Inc.

Technology
-1.58K
- 12.28%
$4.03 - $4.6 $6.35K - $7.24K
11.3K $50K
PFE
Pfizer Inc

Healthcare
-830
- 4.33%
$27.7 - $31.39 $23K - $26.1K
18.3K $530K
PLUG
Plug Power Inc

Industrials
-1.25K
- 9.24%
$1.61 - $3.34 $2.01K - $4.18K
12.3K $27K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-110
- 1.64%
$47.0 - $47.84 $5.17K - $5.26K
6.61K $315K
Ge Healthcare Technologies I
-613
- 4.85%
N/A
12K $0
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-369
- 5.62%
$61.47 - $67.36 $22.7K - $24.9K
6.2K $417K
XLF
Financial Sector Spdr

ETFs
-4.77K
- 9.15%
$40.84 - $45.74 $195K - $218K
47.4K $2.15M
XLV
Select Sector Spdr Fund Health

ETFs
-857
- 5.26%
$143.3 - $157.24 $123K - $135K
15.4K $2.38M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-220
- 4.74%
$90.87 - $102.43 $20K - $22.5K
4.42K $436K
XLB
Select Sector Spdr Fd Material

ETFs
-265
- 6.38%
$86.95 - $97.09 $23K - $25.7K
3.89K $374K
RBLX
Roblox Corp

Communication Services
-690
- 11.93%
$36.18 - $47.64 $25K - $32.9K
5.1K $225K
PEP
Pepsico Inc

Consumer Defensive
-16
- 0.62%
$161.9 - $179.3 $2.59K - $2.87K
2.55K $433K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-72
- 1.38%
$81.1 - $89.18 $5.84K - $6.42K
5.13K $449K
DEA
Easterly Government Properties, Inc.

Real Estate
-400
- 2.14%
$12.21 - $14.1 $4.88K - $5.64K
18.3K $247K
DOX
Amdocs LTD

Technology
-450
- 6.22%
$78.13 - $87.85 $35.2K - $39.5K
6.78K $593K
LVHD
Franklin U.S. Low Volatility H

ETFs
-280
- 3.88%
$35.49 - $40.72 $9.94K - $11.4K
6.94K $282K
V
Visa Inc.

Financial Services
-451
- 3.7%
$253.74 - $291.56 $114K - $131K
11.8K $3.23M
JNJ
Johnson & Johnson

Healthcare
-1.17K
- 8.51%
$145.48 - $167.38 $170K - $196K
12.6K $2.04M
BOTZ
Global X Fds

ETFs
-890
- 1.85%
$27.68 - $32.27 $24.6K - $28.7K
47.2K $1.52M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-85
- 2.97%
$138.85 - $182.81 $11.8K - $15.5K
2.78K $492K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-430
- 3.97%
$64.57 - $71.76 $27.8K - $30.9K
10.4K $745K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-434
- 5.16%
$523.84 - $572.02 $227K - $248K
7.98K $4.55M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-405
- 3.46%
$27.19 - $32.45 $11K - $13.1K
11.3K $363K
IWN
Ishares Russell2000 Val ETF

ETFs
-49
- 1.35%
$150.05 - $171.34 $7.35K - $8.4K
3.58K $596K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-580
- 2.57%
$22.56 - $22.56 $13.1K - $13.1K
22K $496K
DFAU
Dimensional ETF Tr

ETFs
-114
- 0.38%
$35.8 - $39.69 $4.08K - $4.52K
29.5K $1.17M
Activity Summary
Buys All Purchases 24 New Holdings 8 Increased Positions 16 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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