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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 : 2023-12-31
  Total Value : $209,077,000
  Total Value Change : $16,118,000
  Securities Held Change : 4
   
All Securities Held : 123
  New Positions : 4
  Closed Positions : 3
  Increased Positions : 13
  Unchanged Positions : 32
  Decreased Positions : 74

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New 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
   (AVGO)1 Year Chart         AVGO Broadcom Limited 54 New $1,380.03 $644,000 577 0.31% 644,000 577 0    Semiconductor- Broad...
   (DKNG)1 Year Chart         DKNG Draftkings Inc Class A 106 New $0.00 $230,000 6,537 0.11% 230,000 6,537 0.001    N/A
   (GE)1 Year Chart         GE General Electric Co 109 New $160.00 $206,000 1,615 0.1% 206,000 1,615 0    Conglomerates
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 111 New $65.32 $203,000 3,289 0.1% 203,000 3,289 0    N/A

      4 Records Found
  1    
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