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  Name: Intrepid Financial Planning Group LLC
  City: CARMEL
  State: IN
  Zip: 46032
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $231,492,000
  Total Value Change : $22,415,000
  Securities Held Change : 5
   
All Securities Held : 128
  New Positions : 10
  Closed Positions : 6
  Increased Positions : 34
  Unchanged Positions : 36
  Decreased Positions : 48

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 134 Closed $177.81 $0 0 0% -279,000 -1,122 0    Auto Manufacturers
   (ROKU)1 Year Chart         ROKU Roku, Inc 133 Closed $57.32 $0 0 0% -353,000 -3,850 0    N/A
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 132 Closed $40.25 $0 0 0% -220,000 -4,281 0    Drug Manufacturers - ...
   (OVV)1 Year Chart         OVV Ovintiv Ord Shs 131 Closed $4.04 $0 0 0% -488,000 -11,110 0    Independent Oil & Gas
   (CARA)1 Year Chart         CARA Cara Therapeutics, Inc. 130 Closed $0.60 $0 0 0% -8,000 -10,500 0    N/A
   (DIVO)1 Year Chart         DIVO Amplify Yieldshares Cwp Div... 129 Closed $0.00 $0 0 0% -270,000 -7,380 0    N/A

      6 Records Found
  1    
Page 1 of 1
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