StockDriftsStockDriftsTop 50 Intrepid Financial Planning Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.12% | 42.2K | $27.6M | -1.99%(-858) | $419.97(+78.21%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 7.41% | 28.2K | $18.4M | -2.71%(-786) | $417.98(+78.19%) | 2026-03-31 | |
| IWF | ISHARES TR | 5.8% | 33.7K | $14.4M | -2.35%(-810) | $250.46(-51.62%) | 2026-03-31 | |
| FWD | AB ACTIVE ETFS INC | 4.44% | 101.3K | $11.0M | +8.28%(+7.75K) | $97.86(+40.56%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.71% | 36.2K | $9.2M | -2.44%(-907) | $158.91(+94.22%) | 2026-03-31 | |
| LOWV | AB ACTIVE ETFS INC | 3.54% | 118.7K | $8.8M | -0.33%(-394) | $71.08(+13.17%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.12% | 136.5K | $7.7M | -1.58%(-2.20K) | $57.37(-1.15%) | 2026-03-31 | |
| CAIE | CALAMOS ETF TR | 3.09% | 304.9K | $7.7M | +45.23%(+94.96K) | $26.47(+1.68%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.98% | 8.0K | $7.4M | +1.50%(+119) | $340.53(+256.47%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.64% | 34.0K | $6.5M | -2.81%(-983) | $146.91(+46.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.30% | +45.42% |
| Top 20 Holdings Unweighted | +13.33% | +45.54% |
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