Intrepid Financial Planning Group LLC Sells in Q3 2025

Intrepid Financial Planning Group LLC

  • $235 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-148K
- 17.63%
$11.15 - $11.87 $1.65M - $1.76M
692K $8.03M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-20.8K
- 66.65%
$55.15 - $58.11 $1.15M - $1.21M
10.4K $597K
XLV
Select Sector Spdr Fund Health

ETFs
-6.81K
- 45.89%
$129.01 - $139.72 $879K - $952K
8.03K $1.12M
COST
Costco Wholesale Corp

Consumer Defensive
-240
- 15.53%
$915.95 - $994.57 $220K - $239K
1.31K $1.21M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.04K
- 6.34%
$91.44 - $91.77 $278K - $279K
44.8K $4.11M
V
Visa Inc.

Financial Services
-197
- 1.91%
$332.09 - $358.86 $65.4K - $70.7K
10.1K $3.45M
LLY
Eli Lilly & CO

Healthcare
-74
- 0.92%
$625.65 - $812.69 $46.3K - $60.1K
7.95K $6.07M
BALL
Ball Corp

Consumer Cyclical
-2K
- 22.71%
$48.47 - $59.71 $96.9K - $119K
6.81K $343K
MAR
Marriott International Inc

Consumer Cyclical
-200
- 15.33%
$255.35 - $282.87 $51.1K - $56.6K
1.11K $287K
DOX
Amdocs LTD

Technology
-182
- 3.16%
$81.2 - $92.62 $14.8K - $16.9K
5.58K $457K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-1.93K
- 9.95%
N/A
17.5K $394K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-620
- 6.59%
$72.01 - $74.44 $44.6K - $46.2K
8.78K $645K
SCHW
Schwab Charles Corp

Financial Services
-500
- 7.93%
$91.03 - $98.69 $45.5K - $49.3K
5.8K $553K
XLP
Consumer Staples Sector Spdr

ETFs
-245
- 2.51%
N/A
9.5K $722K
AMZN
Amazon Com Inc

Consumer Cyclical
-96
- 0.58%
$211.65 - $238.24 $20.3K - $22.9K
16.3K $3.59M
XLB
Select Sector Spdr Fd Material

ETFs
-262
- 7.67%
$86.72 - $92.61 $22.7K - $24.3K
3.15K $282K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
-2K
- 7.8%
$3.51 - $4.74 $7.02K - $9.48K
23.6K $94K
CACI
Caci International Inc

Technology
-32
- 1.47%
N/A
2.14K $916K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-230
- 3.91%
$70.77 - $73.59 $16.3K - $16.9K
5.66K $414K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-652
- 4.57%
$81.61 - $86.58 $53.2K - $56.5K
13.6K $1.16M
LVHD
Franklin U.S. Low Volatility H

ETFs
-261
- 4.13%
$39.89 - $41.55 $10.4K - $10.8K
6.05K $250K
Managed Portfolio Series
-523
- 0.89%
N/A
58.1K $0
PFE
Pfizer Inc

Healthcare
-428
- 4.76%
$23.29 - $25.88 $9.97K - $11.1K
8.57K $218K
HUSV
First Tr ETF Iii Horizon Manag
-813
- 2.02%
N/A
39.3K $0
Calamos ETF Tr
-410
- 0.57%
N/A
71.6K $0
BLDR
Builders First Source, Inc.

Industrials
-100
- 3.55%
$116.91 - $149.21 $11.7K - $14.9K
2.72K $329K
FFBC
First Financial Bancorp

Financial Services
-782
- 3.87%
$23.55 - $26.79 $18.4K - $20.9K
19.4K $490K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-332
- 6.35%
$39.37 - $44.24 $13.1K - $14.7K
4.9K $214K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-9
- 0.2%
$87.07 - $93.06 $784 - $838
4.48K $410K
IYT
Ishares Tr U.S. Transportation

ETFs
-25
- 0.36%
$66.62 - $72.7 $1.67K - $1.82K
7.02K $503K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-9
- 0.13%
$42.26 - $47.16 $380 - $424
6.98K $323K
DFAU
Dimensional ETF Tr

ETFs
-890
- 3.34%
$42.42 - $45.96 $37.8K - $40.9K
25.7K $1.18M
XLF
Financial Sector Spdr

ETFs
-156
- 0.37%
$51.37 - $54.25 $8.01K - $8.46K
42.2K $2.27M
MSFT
Microsoft Corp

Technology
-144
- 2.21%
$491.09 - $535.64 $70.7K - $77.1K
6.36K $3.3M
RIOT
Riot Blockchain, Inc.

Technology
-2.5K
- 17.64%
$11.03 - $19.78 $27.6K - $49.5K
11.7K $222K
XLK
Technology Sector Spdr

ETFs
-149
- 3.97%
$250.97 - $282.66 $37.4K - $42.1K
3.6K $1.02M
HDV
Ishares Core High Dividend ETF

ETFs
-12
- 0.09%
$118.16 - $123.66 $1.42K - $1.48K
12.9K $1.58M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-117
- 0.79%
$63.92 - $70.83 $7.48K - $8.29K
14.6K $1.03M
IWS
Ishares Russell Midcap Value E

ETFs
-110
- 0.87%
$132.83 - $140.61 $14.6K - $15.5K
12.6K $1.75M
IWD
Ishares Russell 1000 Val ETF

ETFs
-124
- 1.1%
$192.76 - $203.86 $23.9K - $25.3K
11.2K $2.28M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-137
- 3.62%
$284.45 - $324.95 $39K - $44.5K
3.65K $1.17M
PAVE
Global X Fds Us Infrastructure

ETFs
-162
- 0.64%
$44.02 - $47.63 $7.13K - $7.72K
25K $1.19M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-25
- 0.48%
$435.72 - $463.74 $10.9K - $11.6K
5.15K $2.39M
XLU
Utilities Sector Spdr

ETFs
-110
- 0.51%
$81.14 - $87.32 $8.93K - $9.61K
21.6K $1.88M
BOTZ
Global X Fds

ETFs
-95
- 0.21%
$32.14 - $35.96 $3.05K - $3.42K
45.1K $1.6M
XLI
Industrial Sector Spdr

ETFs
-224
- 0.85%
$147.94 - $154.99 $33.1K - $34.7K
26.1K $4.03M
AMD
Advanced Micro Devices Inc

Technology
-15
- 0.17%
$134.8 - $184.42 $2.02K - $2.77K
9.05K $1.46M
JNJ
Johnson & Johnson

Healthcare
-884
- 8.37%
$155.17 - $185.42 $137K - $164K
9.67K $1.79M
ITA
Ishares Tr

ETFs
-70
- 0.71%
$184.73 - $209.26 $12.9K - $14.6K
9.73K $2.04M
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
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