Intrepid Financial Planning Group LLC Reduced Holdings in Q4 2024

Intrepid Financial Planning Group LLC

  • $234 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BOTZ
Global X Fds

ETFs
-123
- 0.26%
$31.11 - $34.18 $3.83K - $4.2K
47.1K $1.51M
DFAU
Dimensional ETF Tr

ETFs
-888
- 3.01%
$39.27 - $42.38 $34.9K - $37.6K
28.6K $1.16M
BA
Boeing CO

Industrials
-195
- 14.34%
$138.14 - $180.72 $26.9K - $35.2K
1.17K $206K
Ge Healthcare Technologies I
-505
- 4.2%
N/A
11.5K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-12
- 2.09%
$521.84 - $558.82 $6.26K - $6.71K
562 $302K
IYW
Ishares Dj Us Tech ETF

ETFs
-36
- 1.25%
$148.14 - $166.23 $5.33K - $5.98K
2.84K $453K
DIS
Walt Disney CO

Communication Services
-125
- 4.37%
$92.39 - $117.6 $11.5K - $14.7K
2.74K $304K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.64K
- 6.39%
$116.4 - $138.52 $191K - $227K
24K $3.04M
FRME
First Merchants Corp

Financial Services
-118
- 0.8%
$35.52 - $44.97 $4.19K - $5.31K
14.7K $585K
RIOT
Riot Blockchain, Inc.

Technology
-60
- 0.41%
$7.08 - $14.97 $425 - $898
14.7K $149K
KRE
Spdr S&P Regional Banking ETF

ETFs
-561
- 2.55%
$54.6 - $68.9 $30.6K - $38.7K
21.4K $1.29M
RBLX
Roblox Corp

Communication Services
-150
- 2.94%
$39.86 - $61.45 $5.98K - $9.22K
4.95K $286K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-190
- 6.84%
$173.13 - $258.09 $32.9K - $49K
2.59K $597K
XLK
Technology Sector Spdr

ETFs
-369
- 1.19%
$220.26 - $241.44 $81.3K - $89.1K
30.6K $7.11M
TSLA
Tesla, Inc.

Consumer Cyclical
-69
- 5.65%
$213.65 - $479.86 $14.7K - $33.1K
1.15K $465K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.86K
- 4.78%
$45.39 - $62.98 $84.3K - $117K
37K $2.1M
AVGO
Broadcom Inc.

Technology
-40
- 0.67%
$159.67 - $250.0 $6.39K - $10K
5.97K $1.38M
V
Visa Inc.

Financial Services
-165
- 1.4%
$273.87 - $320.91 $45.2K - $53K
11.6K $3.66M
AAPL
Apple Inc.

Technology
-1.03K
- 2.45%
$221.69 - $259.02 $227K - $266K
40.8K $10.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-95
- 0.57%
$180.88 - $232.93 $17.2K - $22.1K
16.6K $3.65M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-364
- 1.02%
$370.24 - $418.94 $135K - $152K
35.3K $14.2M
Activity Summary
Buys All Purchases 22 New Holdings 5 Increased Positions 17 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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