IF

Intrepid Financial Planning Group LLC

13F
Intrepid Financial Planning Group LLC
Last update 2025-05-13 118 Stocks (7 new)
Value $216.00 Mil Turnover 5 %
Countries:
Top Holdings: IVV(11.79%)SPY(7.89%)IWF(5.90%)PGX(4.44%)AAPL(4.07%)
Summary Stock Picks Current Portfolio
Intrepid Financial Planning Gr... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
45,259
25,450.5
-2.78%
11.790
-0.32%
0.000
+4.92%
+2.58%
591,319.0
 
SPY 		SPDR S&P 500 ETF Trust
30,460
17,039.0
-2.35%
7.890
-0.18%
0.000
+4.93%
+2.54%
612,819.6
 
IWF 		iShares Russell 1000 Growth ETF
35,284
12,740.6
-0.04%
5.900
0%
0.010
+8.16%
+1.60%
107,414.2
 
PGX 		Invesco Preferred ETF
855,037
9,593.5
-3.45%
4.440
-0.15%
0.240
-3.25%
-2.03%
3,945.7
 
AAPL 		Apple Inc
39,515
8,777.4
-3.13%
4.070
-0.14%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
LOWV 		AB US Low Volatility Equity ETF
102,075
7,119.7
New Holding
3.300
+3.30%
6.420
+4.63%
+5.12%
119.8
 
JEPI 		JPMorgan Equity Premium Income ETF
121,634
6,950.2
+4.84%
3.220
+0.15%
0.020
-0.65%
+1.04%
39,412.9
 
RSP 		Invesco S&P 500 Equal Weight ETF
39,220
6,809.7
-2.51%
3.150
-0.07%
0.010
+2.57%
+2.46%
72,910.9
 
LLY 		Eli Lilly and Co
8,028
6,630.3
-28.82%
3.070
-1.06%
0.000
-15.48%
+0.10%
691,148.7
Drug Manufacturers
JPM 		JPMorgan Chase & Co
22,269
5,462.6
0%
2.530
0%
0.000
+8.45%
+12.11%
738,488.8
Banks

Intrepid Financial Planning Group LLC's Historical Top Holdings Breakdowns

Intrepid Financial Planning Group LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LOWV 		AB US Low Volatility Equity ETF2025-03-31New Buy
+3.30%
●
68.5 ($71.35) 73.26
$73.94
3.63%
New holding
102,075
102,075
XLK 		Technology Select Sector SPDR ETF2025-03-31Reduce
-2.63%
●
206.38 ($226.74) 242.18
$238.36
5.12%
Reduce -87.72%
3,752
-26,807
XSD 		SPDR Semiconductors ETF2025-03-31Sold Out
-1.40%
●
200.77 ($237.68) 270.08
$235.30
-1.00%
Sold Out
0
-13,339
LLY 		Eli Lilly and Co2025-03-31Reduce
-1.06%
●
725.72 ($832.09) 929.72
$769.88
-7.48%
Reduce -28.82%
8,028
-3,250
NWBI 		Northwest Bancshares Inc2025-03-31Reduce
-0.63%
●
11.78 ($12.66) 13.39
$12.38
-2.21%
Reduce -36.67%
194,172
-112,440
IVV 		iShares Core S&P 500 ETF2025-03-31Reduce
-0.32%
●
554.06 ($590.51) 615.85
$602.00
1.95%
Reduce -2.78%
45,259
-1,293
NVO 		Novo Nordisk AS2025-03-31Sold Out
-0.28%
●
69.3 ($82.59) 90.95
$74.63
-9.64%
Sold Out
0
-7,608
CALF 		Pacer US Small Cap Cash Cows ETF2025-03-31Reduce
-0.26%
●
36.64 ($41.46) 45.76
$39.42
-4.92%
Reduce -72.64%
5,347
-14,198
HUSV 		First Trust Horizon Managed Volatility Domestic ETF2025-03-31Add
+0.25%
●
36.76 ($39.02) 40.38
$40.04
2.61%
Add 249.45%
19,045
13,595
OUSA 		ALPS OShares U.S. Quality Dividend ETF2025-03-31New Buy
+0.19%
●
51.94 ($53.84) 55.24
$53.90
0.11%
New holding
7,580
7,580

Intrepid Financial Planning Group LLC Total Holding History ($B)

To

Intrepid Financial Planning Group LLC's Asset Allocation

To

Intrepid Financial Planning Group LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Intrepid Financial Planning Group LLC's Hypothetical Growth since 2025-03-31

Intrepid Financial Planning Group LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Intrepid Financial Planning Group LLC's Holdings Heat Map

Size field:

Intrepid Financial Planning Group LLC's Holdings Bubble Chart

Intrepid Financial Planning Group LLC News

  • 1

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