Fund Holdings — Intrepid Financial Planning Group LLC

Total Portfolio Value
$262.30M
Total Bought
$29.29M
Total Sold
$15.53M
Net Transaction
+$13.76M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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INVESCO EXCH TRADED FD TR II9,402692,093+682,6916858,0283.06%+7,344
AB ACTIVE ETFS INC
DISRUPTORS ETF
072,069+72,06907,2932.78%+7,293
CALAMOS ETF TR
AUTOC INCOM ETF
0152,536+152,53604,1901.60%+4,190
PALANTIR TECHNOLOGIES INC(PLTR)34,61334,961+3484,7186,3782.43%+1,659
ISHARES TR44,43043,676-75427,58729,23311.14%+1,646
APPLE INC(AAPL)39,47238,151-1,3218,0999,7153.70%+1,616
ISHARES TR34,67334,648-2514,72116,2296.19%+1,508
SPDR S&P 500 ETF TR(SPY)30,30529,727-57818,72419,8037.55%+1,079
ISHARES TR
CORE MSCI EAFE
2,79511,331+8,5362339890.38%+756
AB ACTIVE ETFS INC
US LOW VOLATIL
105,317108,434+3,1177,9118,5253.25%+614
ARK ETF TR
INNOVATION ETF
35,50035,628+1282,4953,0751.17%+579
OLD NATL BANCORP IND(ONB)026,145+26,14505740.22%+574
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
93,85998,437+4,5785,1065,6622.16%+556
JPMORGAN CHASE & CO.(JPM)22,35122,200-1516,4807,0032.67%+523
SPHERE ENTERTAINMENT CO(SPHR)06,875+6,87504270.16%+427
BROADCOM INC(AVGO)5,9706,127+1571,6462,0210.77%+376
DOUBLELINE ETF TRUST
MULT SEC INC ETF
7,97015,318+7,3484027770.30%+375
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
134,076139,821+5,7457,6227,9843.04%+362
TIDAL TRUST I014,112+14,11203530.13%+353
ISHARES TR7,3308,282+9521,2701,6220.62%+352
NVIDIA CORPORATION(NVDA)6,5297,359+8301,0321,3730.52%+342
ABBVIE INC(ABBV)01,079+1,07902500.10%+250
BLACKSTONE INC(BX)13,27013,006-2641,9852,2220.85%+237
GOLDMAN SACHS ETF TR
NASDA 100 ETF
04,458+4,45802340.09%+234
DELL TECHNOLOGIES INC(DELL)11,86311,86301,4541,6820.64%+227
ALPS ETF TR
EQUAL SEC ETF
04,845+4,84502230.09%+223
GLOBAL X FDS
INFRA DEV EX ETF
07,805+7,80502200.08%+220
BORGWARNER INC05,000+5,00002200.08%+220
VANGUARD INDEX FDS0441+44102120.08%+212
SPDR SERIES TRUST
ST STR P500ETF
40,21840,002-2162,9233,1341.19%+210
SPDR S&P MIDCAP 400 ETF TR(MDY)7,6817,637-444,3514,5521.74%+201
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
38,76638,178-5887,0457,2422.76%+197
MARVELL TECHNOLOGY INC(MRVL)25,29025,620+3301,9572,1540.82%+196
WAYFAIR INC(W)5,0005,00002564470.17%+191
ROBLOX CORP(RBLX)4,9785,156+1785247140.27%+191
ISHARES TR9,7989,728-701,8482,0360.78%+187
ISHARES TR6,8536,883+301,4791,6650.63%+186
JOHNSON & JOHNSON(JNJ)10,5589,674-8841,6131,7940.68%+181
ADVANCED MICRO DEVICES INC(AMD)9,0629,047-151,2861,4640.56%+178
INVESCO QQQ TR3,2823,285+31,8101,9720.75%+162
TESLA INC(TSLA)1,1181,153+353555130.20%+158
ISHARES TR23,41023,810+4003,2473,3911.29%+144
SELECT SECTOR SPDR TR
ST STR INDL ETF
26,33626,112-2243,8854,0271.54%+142
GLOBAL X FDS
DEFENSE TECH ETF
4,7305,962+1,2322854190.16%+134
GLOBAL X FDS
RBTCS ARTFL INTE
45,18745,092-951,4751,5980.61%+122
SELECT SECTOR SPDR TR
ST STR UTIL ETF
21,68621,576-1101,7711,8820.72%+111
SPDR DOW JONES INDL AVERAGE(DIA)5,1765,151-252,2812,3890.91%+108
BANK AMERICA CORP24,64824,64801,1661,2720.48%+105
GLOBAL X FDS
US INFR DEV ETF
25,19925,037-1621,0981,1930.45%+94
VALERO ENERGY CORP(VLO)2,5742,57403464380.17%+92
SPDR SERIES TRUST
ST STR SP REGBNK
19,39319,600+2071,1521,2410.47%+89
ISHARES TR3,7863,649-1371,0821,1680.45%+86
ISHARES TR11,32411,200-1242,2002,2800.87%+81
RBB FD INC
MOTLEY FOL ETF
14,72714,610-1179501,0300.39%+80
ISHARES TR12,66812,558-1101,6741,7540.67%+80
GE AEROSPACE(GE)1,7811,78104585360.20%+77
ISHARES TR3,2263,306+805095850.22%+76
ANYWHERE REAL ESTATE INC10,00010,0000361060.04%+70
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
20,15120,324+1731,4261,4950.57%+69
ISHARES TR
CORE HIGH DV ETF
12,95312,941-121,5181,5850.60%+67
LOWES COS INC(LOW)2,2532,25305005660.22%+66
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,7523,603-1499501,0150.39%+65
CALAMOS ETF TR
RUSSE 2000 JANUA
71,97171,561-4101,8011,8640.71%+63
RIOT PLATFORMS INC(RIOT)14,17011,670-2,5001602220.08%+62
MICROSOFT CORP(MSFT)6,5086,364-1443,2373,2961.26%+59
SELECT SECTOR SPDR TR
ST STR FINL ETF
42,34342,187-1562,2182,2730.87%+55
ALPS ETF TR
OSHARES US SMLCP
7,4088,305+8973203720.14%+52
FIRST MERCHANTS CORP(FRME)14,68216,281+1,5995626140.23%+51
DIMENSIONAL ETF TRUST
US CORE EQT MKT
26,62825,738-8901,1281,1780.45%+50
CLEANSPARK INC(CLSK)13,80313,80301522000.08%+48
LOCKHEED MARTIN CORP(LMT)542592+502512960.11%+45
ALPS ETF TR
OSHARES US QUALT
7,8408,250+4104234660.18%+43
JANUS DETROIT STR TR
HENDRSON AAA CL
5,5486,388+8402823240.12%+43
SPDR INDEX SHS FDS
ST STR PO EX ETF
11,52811,829+3014675060.19%+39
SYSCO CORP(SYY)5,7205,72004334710.18%+38
SELECT SECTOR SPDR TR
ST STR SVC ETF
3,1213,146+253393720.14%+34
SPDR SERIES TRUST
ST STR PR SP1500
5,8445,84404384710.18%+34
CACI INTL INC(CACI)2,1752,143-321,0371,0690.41%+32
WALMART INC(WMT)5,1515,15105045310.20%+27
PEPSICO INC(PEP)2,5252,563+383333600.14%+27
SPDR SERIES TRUST
ST STR SP600 SML
6,9876,978-92983230.12%+26
ROYAL CARIBBEAN GROUP
COM
2,3892,38907487730.29%+25
ISHARES TR7,0427,017-254835030.19%+21
SPDR SERIES TRUST
ST STR SP400GRW
4,4934,484-93904110.16%+20
VANGUARD SPECIALIZED FUNDS1,5401,54003153320.13%+17
ACUMEN PHARMACEUTICALS INC(ABOS)30,15030,150035520.02%+17
MARA HOLDINGS INC(MARA)19,40017,470-1,9303043190.12%+15
UBER TECHNOLOGIES INC(UBER)3,0943,09402893030.12%+14
VANGUARD INDEX FDS79079002212320.09%+11
BLINK CHARGING CO(BLNK)12,48512,485012200.01%+9
PACER FDS TR
US SM CAP CA ETF
5,2314,899-3322082140.08%+6
AMGEN INC(AMGN)1,5701,57004384430.17%+5
CISCO SYS INC(CSCO)3,0803,186+1062142180.08%+4
ACTINIUM PHARMACEUTICALS INC(ATNM)12,50012,500018200.01%+3
MANAGED PORTFOLIO SERIES
KENS HE PREM ETF
58,66458,141-5231,4831,4840.57%+1
BUILDERS FIRSTSOURCE INC(BLDR)2,8152,715-1003283290.13%+1
FIRST FINL BANCORP OH(FFBC)20,19219,410-7824904900.19%0
PFIZER INC(PFE)8,9948,566-4282182180.08%0
CROWDSTRIKE HLDGS INC(CRWD)438453+152232220.08%-1
PROSHARES TR
S&P MDCP 400 DIV
14,26413,612-6521,1631,1620.44%-1
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