Intrepid Financial Planning Group LLC Sells in Q4 2024

Intrepid Financial Planning Group LLC

  • $234 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-193K
- 17.92%
$11.42 - $12.5 $2.21M - $2.42M
886K $10.2M
LLY
Eli Lilly & CO

Healthcare
-104
- 0.91%
$727.2 - $932.06 $75.6K - $96.9K
11.3K $8.71M
NVO
Novo Nordisk A S

Healthcare
-4.18K
- 35.46%
$85.0 - $120.04 $355K - $502K
7.61K $654K
AMD
Advanced Micro Devices Inc

Technology
-1.98K
- 19.1%
$118.88 - $172.8 $235K - $342K
8.39K $1.01M
PFF
Ishares Trust Ishares Pfd And

ETFs
-9.15K
- 5.24%
$31.23 - $33.51 $286K - $307K
165K $5.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.33K
- 4.1%
$567.81 - $607.81 $756K - $810K
31.2K $18.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.51K
- 6.53%
$91.29 - $91.8 $320K - $322K
50.2K $4.59M
JNJ
Johnson & Johnson

Healthcare
-837
- 6.66%
$143.34 - $165.86 $120K - $139K
11.7K $1.7M
XLV
Select Sector Spdr Fund Health

ETFs
-429
- 2.78%
$136.28 - $154.74 $58.5K - $66.4K
15K $2.06M
XLI
Industrial Sector Spdr

ETFs
-1.54K
- 5.35%
$131.76 - $143.99 $203K - $221K
27.2K $3.58M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-3.51K
- 15.22%
$43.84 - $48.76 $154K - $171K
19.5K $860K
RUN
Sunrun Inc.

Technology
-3.03K
- 14.59%
$9.13 - $17.5 $27.6K - $52.9K
17.7K $163K
UNH
Unitedhealth Group Inc

Healthcare
-200
- 16.76%
$485.52 - $625.25 $97.1K - $125K
993 $502K
BLDR
Builders First Source, Inc.

Industrials
-200
- 6.14%
$142.93 - $198.25 $28.6K - $39.7K
3.06K $436K
XLU
Utilities Sector Spdr

ETFs
-926
- 3.9%
$74.89 - $82.93 $69.3K - $76.8K
22.8K $1.73M
SOXL
Direxion Daily Semiconductor B

ETFs
-2.71K
- 23.52%
$26.3 - $40.82 $71.1K - $110K
8.8K $240K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.27K
- 2.66%
$570.51 - $610.59 $725K - $775K
46.6K $27.4M
VLO
Valero Energy Corp

Energy
-975
- 27.09%
$118.59 - $144.02 $116K - $140K
2.62K $321K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-27
- 0.07%
$174.22 - $187.62 $4.7K - $5.07K
40.2K $7.05M
MSFT
Microsoft Corp

Technology
-165
- 2.41%
$406.35 - $454.46 $67K - $75K
6.69K $2.82M
IWD
Ishares Russell 1000 Val ETF

ETFs
-346
- 2.82%
$183.23 - $199.79 $63.4K - $69.1K
11.9K $2.2M
BX
Blackstone Inc.

Financial Services
-2.55K
- 15.45%
$148.45 - $199.05 $378K - $507K
13.9K $2.4M
ITA
Ishares Tr

ETFs
-339
- 3.22%
$144.31 - $157.31 $48.9K - $53.3K
10.2K $1.48M
COST
Costco Wholesale Corp

Consumer Defensive
-174
- 7.99%
$873.59 - $994.69 $152K - $173K
2.01K $1.84M
IWS
Ishares Russell Midcap Value E

ETFs
-418
- 3.21%
$128.08 - $140.32 $53.5K - $58.7K
12.6K $1.63M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-410
- 9.27%
$89.81 - $104.0 $36.8K - $42.6K
4.01K $361K
PFE
Pfizer Inc

Healthcare
-593
- 3.23%
$24.8 - $30.19 $14.7K - $17.9K
17.8K $470K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-689
- 4.91%
$225.16 - $265.16 $155K - $183K
13.3K $3.31M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-96
- 1.2%
$563.99 - $620.12 $54.1K - $59.5K
7.88K $4.49M
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
-8.06K
- 21.06%
$2.96 - $4.24 $23.9K - $34.2K
30.2K $90K
IWM
Ishares Russell 2000 ETF

ETFs
-235
- 3.28%
$216.13 - $242.4 $50.8K - $57K
6.94K $1.53M
CLSK
Cleanspark, Inc.

Technology
-5.22K
- 27.44%
$8.61 - $17.63 $44.9K - $92K
13.8K $127K
PEP
Pepsico Inc

Consumer Defensive
-24
- 0.94%
$151.29 - $176.1 $3.63K - $4.23K
2.53K $383K
DELL
Dell Technologies Inc.

Technology
-70
- 0.58%
$111.96 - $144.21 $7.84K - $10.1K
11.9K $1.38M
IWN
Ishares Russell2000 Val ETF

ETFs
-210
- 5.87%
$162.69 - $181.35 $34.2K - $38.1K
3.37K $552K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-603
- 5.34%
$29.34 - $32.61 $17.7K - $19.7K
10.7K $320K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-725
- 9.55%
$69.3 - $74.3 $50.2K - $53.9K
6.86K $490K
DOX
Amdocs LTD

Technology
-265
- 3.91%
$82.94 - $92.86 $22K - $24.6K
6.52K $554K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-275
- 2.64%
$69.58 - $74.87 $19.1K - $20.6K
10.1K $708K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-1.45K
- 6.58%
N/A
20.6K $464K
IYT
Ishares Tr U.S. Transportation

ETFs
-260
- 3.21%
$66.79 - $75.4 $17.4K - $19.6K
7.84K $530K
CACI
Caci International Inc

Technology
-55
- 2.21%
N/A
2.44K $1.04M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-251
- 0.83%
$19.99 - $20.7 $5.02K - $5.2K
30K $600K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-137
- 3.47%
$278.19 - $315.36 $38.1K - $43.2K
3.81K $1.1M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-203
- 3.96%
$86.65 - $94.9 $17.6K - $19.3K
4.92K $427K
LVHD
Franklin U.S. Low Volatility H

ETFs
-70
- 1.01%
$38.29 - $41.26 $2.68K - $2.89K
6.87K $263K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-236
- 3.81%
$65.67 - $69.79 $15.5K - $16.5K
5.96K $399K
ATNM
Actinium Pharmaceuticals, Inc.

Healthcare
-5K
- 26.32%
$1.12 - $1.93 $5.6K - $9.65K
14K $17K
XLP
Consumer Staples Sector Spdr

ETFs
-199
- 1.94%
N/A
10.1K $766K
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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