Portfolio (Quarterly)
Guide ↗
Intrepid Financial Planning Group LLC
· CIK 0001641296| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XLF | SELECT SECTOR SPDR TR | — | 41,434 | $2.3M | 0.86% | SOLD |
| 2 | DIS | DISNEY WALT CO | Communication Services | 2,460 | $280K | 0.11% | SOLD |
| 3 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 2,365 | $243K | 0.09% | SOLD |
| 4 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 453 | $212K | 0.08% | SOLD |
| 5 | CVNA | CARVANA CO | Consumer Cyclical | 500 | $211K | 0.08% | SOLD |
| 6 | — | ANYWHERE REAL ESTATE INC | — | 10,000 | $142K | 0.05% | SOLD |
Sector Allocation
Financial Services
44.0%
Technology
30.7%
Healthcare
11.6%
Consumer Cyclical
6.5%
Consumer Defensive
3.1%
Communication Services
1.8%
Industrials
1.3%
Energy
1.0%