Intrepid Financial Planning Group LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$215.9M
Holdings
118
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (118 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $25.5M |
SPYSPDR S&P 500 ETF TR | $17.0M |
IWFISHARES TR | $12.7M |
PGXINVESCO EXCH TRADED FD TR II | $9.6M |
AAPLAPPLE INC | $8.8M |
LOWVAB ACTIVE ETFS INC | $7.1M |
JEPIJ P MORGAN EXCHANGE TRADED F | $7.0M |
RSPINVESCO EXCHANGE TRADED FD T | $6.8M |
LLYELI LILLY & CO | $6.6M |
JPMJPMORGAN CHASE & CO. | $5.5M |
PFFISHARES TR | $5.0M |
BILSPDR SER TR | $4.5M |
JEPQJ P MORGAN EXCHANGE TRADED F | $4.4M |
MDYSPDR S&P MIDCAP 400 ETF TR | $4.1M |
VVISA INC | $3.9M |
XLISELECT SECTOR SPDR TR | $3.4M |
AMZNAMAZON COM INC | $3.1M |
PLTRPALANTIR TECHNOLOGIES INC | $2.9M |
IWPISHARES TR | $2.8M |
SPYMSPDR SER TR | $2.7M |
MSFTMICROSOFT CORP | $2.5M |
NWBINORTHWEST BANCSHARES INC MD | $2.3M |
DONSPDR DOW JONES INDL AVERAGE | $2.2M |
XLFSELECT SECTOR SPDR TR | $2.2M |
XLVSELECT SECTOR SPDR TR | $2.2M |
IWDISHARES TR | $2.1M |
BXBLACKSTONE INC | $1.9M |
JNJJOHNSON & JOHNSON | $1.8M |
ARKKARK ETF TR | $1.7M |
COSTCOSTCO WHSL CORP NEW | $1.7M |
COWZPACER FDS TR | $1.7M |
XLUSELECT SECTOR SPDR TR | $1.7M |
IWSISHARES TR | $1.6M |
HDVISHARES TR | $1.6M |
MRVLMARVELL TECHNOLOGY INC | $1.6M |
NDQINVESCO QQQ TR | $1.5M |
ITA*ISHARES TR | $1.5M |
KHPIMANAGED PORTFOLIO SERIES | $1.4M |
IWMISHARES TR | $1.4M |
BOTZGLOBAL X FDS | $1.3M |
JIREJ P MORGAN EXCHANGE TRADED F | $1.3M |
LVLNSPDR SER TR | $1.1M |
REGLPROSHARES TR | $1.1M |
DELLDELL TECHNOLOGIES INC | $1.1M |
DFAUDIMENSIONAL ETF TRUST | $1.0M |
BACBANK AMERICA CORP | $1.0M |
AVGOBROADCOM INC | $1000K |
IWOISHARES TR | $984K |
BCCCGLOBAL X FDS | $959K |
AMDADVANCED MICRO DEVICES INC | $931K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $880K |
XLFISELECT SECTOR SPDR TR | $800K |
TMFCRBB FD INC | $800K |
CA8ACACI INTL INC | $798K |
XLKSELECT SECTOR SPDR TR | $775K |
HUSVFIRST TR EXCH TRADED FD III | $765K |
SPLVINVESCO EXCH TRADED FD TR II | $703K |
NVDANVIDIA CORPORATION | $693K |
IYWISHARES TR | $668K |
PFFDGLOBAL X FDS | $662K |
FRMEFIRST MERCHANTS CORP | $594K |
AMGNAMGEN INC | $532K |
DOXAMDOCS LTD | $528K |
LOWLOWES COS INC | $525K |
FFBCFIRST FINL BANCORP OH | $524K |
UNHUNITEDHEALTH GROUP INC | $510K |
SCHWSCHWAB CHARLES CORP | $493K |
BALLBALL CORP | $491K |
RCLROYAL CARIBBEAN GROUP | $491K |
IWNISHARES TR | $484K |
WMTWALMART INC | $452K |
IYTISHARES TR | $451K |
BUGGLOBAL X FDS | $443K |
PFEPFIZER INC | $437K |
SYYSYSCO CORP | $429K |
SPDWSPDR INDEX SHS FDS | $417K |
PTBDPACER FDS TR | $411K |
OUSAALPS ETF TR | $410K |
SPTMSPDR SER TR | $408K |
SPHQINVESCO EXCHANGE TRADED FD T | $396K |
MDYGSPDR SER TR | $384K |
PEPPEPSICO INC | $382K |
AFRMAFFIRM HLDGS INC | $377K |
BLDRBUILDERS FIRSTSOURCE INC | $377K |
CPRYCALAMOS ETF TR | $374K |
MARMARRIOTT INTL INC NEW | $358K |
GEGE AEROSPACE | $356K |
VLOVALERO ENERGY CORP | $340K |
XLBSELECT SECTOR SPDR TR | $325K |
NFLXNETFLIX INC | $301K |
VIGVANGUARD SPECIALIZED FUNDS | $299K |
XBISPDR SER TR | $297K |
SRVRPACER FDS TR | $296K |
RBLXROBLOX CORP | $290K |
VOOVANGUARD INDEX FDS | $289K |
TSLATESLA INC | $281K |
OUSMALPS ETF TR | $279K |
SPSMSPDR SER TR | $278K |
LVHDLEGG MASON ETF INVT | $261K |
DISDISNEY WALT CO | $260K |
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