Intrua Financial, LLC - Portfolio overview

Intrua Financial, LLC has 493 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

  1. SPYM - SPDR SERIES TRUST, 7.25%
  2. SPLG - SPDR SERIES TRUST, 7.03%
  3. DGRW - WISDOMTREE TR, 4.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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