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| Name: |
Intrepid Financial Planning Group LLC |
| City: |
CARMEL |
| State: |
IN |
| Zip: |
46032 |
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data |
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Filing Period: |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
PFF |
iShares S&P U.S. Preferred ... |
13 |
New |
$31.75 |
$4,151,000 |
128,802 |
1.79% |
4,151,000 |
128,802 |
0.026 |
Closed - End Fund - E... |
|
|
BOTZ |
Global X Robotics & Artific... |
41 |
New |
$30.78 |
$1,416,000 |
44,529 |
0.61% |
1,416,000 |
44,529 |
0.068 |
N/A |
|
|
PFFD |
Global X Us Preferred Etf |
63 |
New |
$0.00 |
$583,000 |
28,910 |
0.25% |
583,000 |
28,910 |
0.033 |
N/A |
|
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PATH |
Uipath, Inc. |
70 |
New |
$12.26 |
$524,000 |
23,125 |
0.23% |
524,000 |
23,125 |
0.005 |
N/A |
|
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PLTR |
Palantir Technologies Inc |
73 |
New |
$21.68 |
$515,000 |
22,375 |
0.22% |
515,000 |
22,375 |
0.002 |
N/A |
|
|
DXCM |
DexCom Inc |
74 |
New |
$118.77 |
$515,000 |
3,715 |
0.22% |
515,000 |
3,715 |
0 |
Medical Instruments &... |
|
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BUG |
Global X Cybersecurity Etf |
88 |
New |
$0.00 |
$358,000 |
12,037 |
0.15% |
358,000 |
12,037 |
0.013 |
N/A |
|
|
JEPQ |
Jpmorgan Nasdaq Equity Prem... |
89 |
New |
$0.00 |
$357,000 |
6,574 |
0.15% |
357,000 |
6,574 |
0.007 |
N/A |
|
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OSTK |
Overstock.com Inc |
111 |
New |
$15.13 |
$237,000 |
6,605 |
0.1% |
237,000 |
6,605 |
0.015 |
Specialty Retail, Other |
|
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CLF |
Cleveland-Cliffs Inc |
117 |
New |
$17.28 |
$204,000 |
8,975 |
0.09% |
204,000 |
8,975 |
0.002 |
Steel & Iron |
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