Intrepid Financial Planning Group LLC Sells in Q2 2025

Intrepid Financial Planning Group LLC

  • $224 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-43
- 0.11%
$172.42 - $223.89 $7.41K - $9.63K
39.5K $8.1M
LLY
Eli Lilly & CO

Healthcare
-5
- 0.06%
$713.71 - $898.95 $3.57K - $4.49K
8.02K $6.25M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-14.8K
- 1.73%
$10.78 - $11.28 $160K - $167K
840K $9.35M
V
Visa Inc.

Financial Services
-814
- 7.32%
$308.27 - $373.31 $251K - $304K
10.3K $3.66M
PFE
Pfizer Inc

Healthcare
-8.26K
- 47.87%
$21.59 - $24.84 $178K - $205K
8.99K $218K
COST
Costco Wholesale Corp

Consumer Defensive
-270
- 14.88%
$908.13 - $1056.85 $245K - $285K
1.55K $1.53M
JNJ
Johnson & Johnson

Healthcare
-273
- 2.52%
$146.36 - $159.82 $40K - $43.6K
10.6K $1.61M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.36K
- 2.76%
$91.43 - $91.74 $124K - $125K
47.9K $4.39M
AMGN
Amgen Inc

Healthcare
-138
- 8.08%
$262.28 - $309.85 $36.2K - $42.8K
1.57K $438K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.2K
- 1.35%
$29.0 - $30.68 $63.8K - $67.5K
160K $4.92M
HDV
Ishares Core High Dividend ETF

ETFs
-85
- 0.65%
$108.41 - $120.51 $9.21K - $10.2K
13K $1.52M
BLDR
Builders First Source, Inc.

Industrials
-200
- 6.63%
$105.63 - $131.12 $21.1K - $26.2K
2.82K $328K
PEP
Pepsico Inc

Consumer Defensive
-22
- 0.86%
$128.02 - $151.37 $2.82K - $3.33K
2.53K $333K
FFBC
First Financial Bancorp

Financial Services
-800
- 3.81%
$22.05 - $25.19 $17.6K - $20.2K
20.2K $489K
XLB
Select Sector Spdr Fd Material

ETFs
-360
- 9.53%
$74.27 - $88.92 $26.7K - $32K
3.42K $299K
LVHD
Franklin U.S. Low Volatility H

ETFs
-50
- 0.79%
$37.37 - $40.85 $1.87K - $2.04K
6.32K $251K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-132
- 0.38%
$18.11 - $18.97 $2.39K - $2.5K
34.6K $652K
ATNM
Actinium Pharmaceuticals, Inc.

Healthcare
-2K
- 13.79%
$1.15 - $1.94 $2.3K - $3.88K
12.5K $17K
XLP
Consumer Staples Sector Spdr

ETFs
-56
- 0.57%
N/A
9.75K $741K
DOX
Amdocs LTD

Technology
-17
- 0.29%
$80.46 - $94.08 $1.37K - $1.6K
5.76K $525K
MAR
Marriott International Inc

Consumer Cyclical
-200
- 13.29%
$211.12 - $274.14 $42.2K - $54.8K
1.31K $356K
Ge Healthcare Technologies I
-2.79K
- 25.62%
N/A
8.11K $0
Managed Portfolio Series
-1.04K
- 1.74%
N/A
58.7K $0
BLNK
Blink Charging Co.

Industrials
-200
- 1.58%
$0.66 - $1.01 $132 - $202
12.5K $11K
KRE
Spdr S&P Regional Banking ETF

ETFs
-832
- 4.11%
$48.81 - $59.48 $40.6K - $49.5K
19.4K $1.15M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-121
- 0.39%
$47.46 - $55.3 $5.74K - $6.69K
31.2K $1.72M
BALL
Ball Corp

Consumer Cyclical
-620
- 6.58%
$44.94 - $56.99 $27.9K - $35.3K
8.81K $494K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-342
- 7.07%
$70.44 - $86.87 $24.1K - $29.7K
4.49K $390K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-116
- 2.17%
$32.0 - $39.87 $3.71K - $4.62K
5.23K $208K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
-3K
- 10.47%
$2.6 - $4.33 $7.8K - $13K
25.6K $109K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-77
- 1.29%
$59.24 - $71.39 $4.56K - $5.5K
5.89K $419K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-110
- 1.09%
$26.53 - $32.81 $2.92K - $3.61K
9.98K $322K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-150
- 2.5%
$60.34 - $74.89 $9.05K - $11.2K
5.84K $437K
XLF
Financial Sector Spdr

ETFs
-1.38K
- 3.15%
$43.92 - $52.37 $60.5K - $72.1K
42.3K $2.22M
BUG
Global X Fds Cybersecurity ETF

ETFs
-495
- 3.61%
$29.9 - $37.1 $14.8K - $18.4K
13.2K $489K
DIS
Walt Disney CO

Communication Services
-120
- 4.55%
$81.72 - $124.01 $9.81K - $14.9K
2.52K $311K
IWD
Ishares Russell 1000 Val ETF

ETFs
-6
- 0.05%
$166.82 - $194.23 $1K - $1.17K
11.3K $2.2M
IWS
Ishares Russell Midcap Value E

ETFs
-29
- 0.23%
$110.58 - $132.14 $3.21K - $3.83K
12.7K $1.67M
BX
Blackstone Inc.

Financial Services
-334
- 2.46%
$120.07 - $151.11 $40.1K - $50.5K
13.3K $1.98M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-63
- 1.64%
$224.16 - $285.86 $14.1K - $18K
3.79K $1.08M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-14
- 0.27%
$376.48 - $440.65 $5.27K - $6.17K
5.18K $2.28M
PAVE
Global X Fds Us Infrastructure

ETFs
-221
- 0.87%
$33.78 - $43.68 $7.47K - $9.65K
25.2K $1.1M
BOTZ
Global X Fds

ETFs
-1.08K
- 2.33%
$24.51 - $32.65 $26.4K - $35.2K
45.2K $1.48M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.27K
- 3.06%
$58.41 - $72.69 $74.1K - $92.2K
40.2K $2.92M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-454
- 1.16%
$152.93 - $181.74 $69.4K - $82.5K
38.8K $7.05M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-4
- 0.05%
$468.22 - $566.51 $1.87K - $2.27K
7.68K $4.35M
DELL
Dell Technologies Inc.

Technology
-69
- 0.58%
$71.63 - $125.98 $4.94K - $8.69K
11.9K $1.45M
IWP
Ishares Russell Mid Cap Growth

ETFs
-120
- 0.51%
$104.34 - $138.68 $12.5K - $16.6K
23.4K $3.25M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-709
- 1.96%
$40.51 - $71.03 $28.7K - $50.4K
35.5K $2.5M
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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