IF

Intrua Financial, LLC

13F
Intrua Financial, LLC
Last update 2025-05-28 373 Stocks (41 new)
Value $687.00 Mil Turnover 13 %
Countries:
Top Holdings: SPLG(9.88%)JBND(5.19%)XLK(3.55%)GLD(3.22%)DGRW(3.08%)
Summary Stock Picks Current Portfolio
Intrua Financial, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG
SPDR Portfolio S&P 500 ETF
1,032,923
67,925.0
+4.01%
9.880
+0.38%
0.110
+17.15%
+7.06%
72,502.2
 
SPY CALL
SPDR S&P 500 ETF Trust
81,200
45,422.5
0%
6.610
0%
0.010
+17.14%
+7.04%
641,384.0
 
JBND
JP MORGAN ETF TRUS
666,996
35,697.6
+1.91%
5.190
+0.10%
1.740
+2.11%
+3.69%
2,288.7
 
XLK
Technology Select Sector SPDR ETF
118,279
24,422.3
-9.93%
3.550
-0.47%
0.040
+29.20%
+10.41%
80,440.0
 
GLD
SPDR Gold Shares ETF
76,723
22,106.9
+1.95%
3.220
+0.06%
0.020
+3.76%
+27.68%
102,976.0
 
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
265,427
21,197.0
+98.64%
3.080
+1.53%
0.140
+12.56%
+5.98%
16,006.3
 
QGRO
American Century U.S. Quality Growth ETF
American Century U.S. Quality Growth ETF
176,626
16,544.5
+141.47%
2.410
+1.41%
1.190
+19.65%
+8.00%
1,714.6
 
PAB
PGIM Active Aggregate Bond ETF
389,524
16,500.2
-6.60%
2.400
-0.18%
24.650
+2.54%
+3.22%
69.3
 
XLY
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
68,749
13,575.2
+69.50%
1.980
+0.81%
0.070
+16.96%
-0.82%
23,007.1
 
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
504,969
13,305.9
+13.45%
1.940
+0.23%
0.250
+4.27%
+4.45%
5,790.4
 

Intrua Financial, LLC's Historical Top Holdings Breakdowns

Intrua Financial, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2025-03-31
Add
Add
+1.53%
●
78 ($81.92) 84.37
$85.14
3.93%
Add 98.64%
265,427
131,806
QGRO
American Century U.S. Quality Growth ETF
American Century U.S. Quality Growth ETF
2025-03-31
Add
Add
+1.41%
●
91.68 ($101.5) 109.93
$107.50
5.91%
Add 141.47%
176,626
103,481
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
Reduce
Reduce
-1.18%
●
21.23 ($22.75) 23.75
$24.07
5.80%
Reduce -68.64%
155,159
-339,570
BSJR
Invesco BulletShares 2027 High Yield Corporate Bon
Invesco BulletShares 2027 High Yield Corporate Bon
2025-03-31
New Buy
New Buy
+0.89%
●
22.4 ($22.56) 22.68
$22.66
0.47%
New holding
273,911
273,911
XLY
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
2025-03-31
Add
Add
+0.81%
●
192.6 ($216.89) 233.2
$221.43
2.09%
Add 69.5%
68,749
28,189
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.77%
●
209.68 ($231.67) 247.1
$211.16
-8.85%
Reduce -25.17%
59,699
-20,076
XLU
Utilities Select Sector SPDR ETF
2025-03-31
Add
Add
+0.75%
●
74.7 ($78.14) 80.27
$82.45
5.52%
Add 354.54%
83,781
65,349
SPHQ
Invesco S&P 500 Quality ETF
2025-03-31
Reduce
Reduce
-0.62%
●
65.27 ($68.5) 71.22
$71.19
3.93%
Reduce -62.57%
36,195
-60,506
XLV
Health Care Select Sector SPDR
2025-03-31
Reduce
Reduce
-0.57%
●
137.61 ($145.27) 149.68
$135.19
-6.94%
Reduce -37.42%
44,884
-26,838
RLY
SPDR SSgA Multi-Asset Real Return ETF
SPDR SSgA Multi-Asset Real Return ETF
2025-03-31
Reduce
Reduce
-0.56%
●
27.21 ($28.02) 28.6
$29.64
5.78%
Reduce -75.17%
44,508
-134,710

Intrua Financial, LLC Total Holding History ($B)

To

Intrua Financial, LLC's Asset Allocation

To

Intrua Financial, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Intrua Financial, LLC's Hypothetical Growth since 2025-03-31

Intrua Financial, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Intrua Financial, LLC's Holdings Heat Map

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Intrua Financial, LLC's Holdings Bubble Chart

Intrua Financial, LLC News

  • 1

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