$419 Million is the total value of Intrua Financial, LLC's 298 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 20.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $26,251,000 | +8.8% | 179,977 | +0.3% | 6.27% | +2.3% |
| ARKK | Buy | ARK ETF TRinnovation etf | $21,032,000 | +11.4% | 173,392 | +15.9% | 5.02% | +4.7% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $12,571,000 | +28.6% | 140,619 | +20.2% | 3.00% | +21.0% |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $11,627,000 | +25.9% | 472,446 | +21.1% | 2.78% | +18.4% |
| GLD | Buy | SPDR GOLD TR | $10,769,000 | +26.4% | 65,667 | +28.2% | 2.57% | +18.8% |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $10,464,000 | – | 132,540 | +100.0% | 2.50% | – |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $10,441,000 | +20.6% | 68,123 | +12.6% | 2.49% | +13.4% |
| FCG | New | FIRST TR EXCHANGE-TRADED FDnat gas etf | $9,523,000 | – | 675,416 | +100.0% | 2.27% | – |
| IWB | Buy | ISHARES TRrus 1000 etf | $8,362,000 | +10.4% | 33,464 | +4.6% | 2.00% | +3.8% |
| IEFA | Buy | ISHARES TRcore msci eafe | $6,370,000 | +10.4% | 82,800 | +7.8% | 1.52% | +3.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $5,869,000 | -0.1% | 21,442 | +0.6% | 1.40% | -6.0% |
| AMZN | Buy | AMAZON COM INC | $5,830,000 | +10.1% | 1,771 | +14.3% | 1.39% | +3.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $5,827,000 | +13.3% | 19,649 | +5.8% | 1.39% | +6.5% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $5,160,000 | +13.6% | 11,627 | +6.9% | 1.23% | +6.9% |
| PNQI | Buy | INVESCO EXCHANGE TRADED FD Tnasdaq internt | $5,150,000 | +14.9% | 20,635 | +13.5% | 1.23% | +8.1% |
| XRT | Buy | SPDR SER TRs&p retail etf | $5,113,000 | +22.9% | 52,433 | +18.2% | 1.22% | +15.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $5,073,000 | +27.9% | 11,383 | +20.3% | 1.21% | +20.3% |
| MSFT | Buy | MICROSOFT CORP | $4,618,000 | +13.0% | 16,092 | +3.2% | 1.10% | +6.3% |
| ESGU | Buy | ISHARES TResg awr msci usa | $3,716,000 | +44.7% | 36,495 | +36.2% | 0.89% | +36.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,554,000 | +21.8% | 1,304 | +2.4% | 0.85% | +14.6% |
| VOOV | Buy | VANGUARD ADMIRAL FDS INC500 val idx fd | $3,523,000 | +6.6% | 24,019 | +2.5% | 0.84% | +0.2% |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $3,179,000 | -7.7% | 38,049 | +1.8% | 0.76% | -13.3% |
| FSK | Buy | FS KKR CAP CORP | $2,992,000 | +102.8% | 131,706 | +83.8% | 0.71% | +90.4% |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $2,734,000 | +226.6% | 65,215 | +209.9% | 0.65% | +206.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,309,000 | +7.2% | 14,324 | +0.6% | 0.55% | +0.7% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $2,211,000 | +24.8% | 47,784 | +14.1% | 0.53% | +17.3% |
| KO | Buy | COCA COLA CO | $2,128,000 | +7.0% | 37,517 | +1.1% | 0.51% | +0.6% |
| DIS | Buy | DISNEY WALT CO | $2,069,000 | -2.9% | 11,619 | +0.7% | 0.49% | -8.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,050,000 | +0.8% | 36,891 | +2.2% | 0.49% | -5.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,007,000 | +22.3% | 8,971 | +24.9% | 0.48% | +14.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,871,000 | +6.2% | 5,151 | +9.2% | 0.45% | 0.0% |
| NVDA | Buy | NVIDIA CORPORATION | $1,809,000 | +39.6% | 9,183 | +336.0% | 0.43% | +31.3% |
| GOVT | Buy | ISHARES TRus treas bd etf | $1,739,000 | +7.5% | 65,137 | +6.0% | 0.42% | +1.0% |
| V | Buy | VISA INC | $1,716,000 | +5.0% | 7,302 | +2.7% | 0.41% | -1.2% |
| IAU | New | ISHARES GOLD TRishares new | $1,662,000 | – | 49,792 | +100.0% | 0.40% | – |
| TSLA | Buy | TESLA INC | $1,636,000 | +2.8% | 2,312 | +2.4% | 0.39% | -3.2% |
| DON | Buy | WISDOMTREE TRus midcap divid | $1,595,000 | +2.2% | 37,113 | +0.6% | 0.38% | -3.8% |
| IUSB | Buy | ISHARES TRcore total usd | $1,594,000 | +65.2% | 29,770 | +63.6% | 0.38% | +55.5% |
| INTC | Buy | INTEL CORP | $1,539,000 | -5.4% | 28,425 | +1.4% | 0.37% | -10.9% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $1,537,000 | +48.1% | 30,015 | +48.4% | 0.37% | +39.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,538,000 | +5.2% | 3,772 | +1.8% | 0.37% | -1.1% |
| EFV | Buy | ISHARES TReafe value etf | $1,414,000 | +81.0% | 26,786 | +79.1% | 0.34% | +70.7% |
| EFG | Buy | ISHARES TReafe grwth etf | $1,387,000 | +61.8% | 12,514 | +54.7% | 0.33% | +51.8% |
| BA | Buy | BOEING CO | $1,380,000 | +3.7% | 5,762 | +5.0% | 0.33% | -2.4% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $1,351,000 | +7.6% | 41,470 | +6.5% | 0.32% | +1.3% |
| HD | Buy | HOME DEPOT INC | $1,350,000 | +7.5% | 4,007 | +2.3% | 0.32% | +0.9% |
| COP | Buy | CONOCOPHILLIPS | $1,329,000 | +14.2% | 23,242 | +2.4% | 0.32% | +7.1% |
| QCOM | Buy | QUALCOMM INC | $1,306,000 | +6.4% | 8,903 | +0.2% | 0.31% | 0.0% |
| RODM | Buy | LATTICE STRATEGIES TRhartford mlt etf | $1,295,000 | +3.1% | 41,119 | +0.4% | 0.31% | -3.1% |
| VLUE | Buy | ISHARES TRmsci usa value | $1,204,000 | +26.7% | 11,322 | +24.9% | 0.29% | +19.5% |
| WCLD | Buy | WISDOMTREE TR | $1,181,000 | +11.6% | 20,565 | +3.5% | 0.28% | +4.8% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,163,000 | -2.4% | 3,193 | +4.3% | 0.28% | -7.9% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $1,161,000 | +2.6% | 13,476 | +2.6% | 0.28% | -3.5% |
| ESGE | Buy | ISHARES INCesg awr msci em | $1,130,000 | +4.8% | 26,348 | +8.5% | 0.27% | -1.5% |
| PFE | Buy | PFIZER INC | $1,101,000 | +23.3% | 23,766 | +2.4% | 0.26% | +15.9% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,092,000 | +11.1% | 3,950 | +8.0% | 0.26% | +4.4% |
| BX | Buy | BLACKSTONE GROUP INC | $1,085,000 | +36.3% | 9,481 | +5.6% | 0.26% | +28.2% |
| MAA | Buy | MID-AMER APT CMNTYS INC | $1,007,000 | +49.0% | 5,410 | +24.1% | 0.24% | +39.5% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $991,000 | +27.2% | 1,583 | +5.1% | 0.24% | +19.7% |
| AVGO | Buy | BROADCOM INC | $936,000 | +9.7% | 1,937 | +5.8% | 0.22% | +3.2% |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $913,000 | – | 6,297 | +100.0% | 0.22% | – |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $905,000 | +8.9% | 5,994 | +1.5% | 0.22% | +2.4% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $844,000 | +18.2% | 6,076 | +8.4% | 0.20% | +11.6% |
| IXN | Buy | ISHARES TRglobal tech etf | $832,000 | +38.0% | 14,276 | +681.8% | 0.20% | +30.1% |
| HYLB | Buy | DBX ETF TRxtrack usd high | $824,000 | -0.1% | 20,636 | +0.2% | 0.20% | -6.2% |
| SBUX | Buy | STARBUCKS CORP | $809,000 | +4.7% | 6,940 | +4.2% | 0.19% | -1.5% |
| COST | Buy | COSTCO WHSL CORP NEW | $796,000 | +49.3% | 1,792 | +24.5% | 0.19% | +40.7% |
| CME | Buy | CME GROUP INC | $780,000 | +4.1% | 3,730 | +2.0% | 0.19% | -2.1% |
| EMR | Buy | EMERSON ELEC CO | $761,000 | +14.4% | 7,295 | +1.1% | 0.18% | +7.7% |
| PAYX | Buy | PAYCHEX INC | $749,000 | +21.2% | 6,417 | +3.0% | 0.18% | +14.0% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $734,000 | +15.0% | 4,943 | +2.5% | 0.18% | +8.0% |
| MRK | Buy | MERCK & CO INC | $723,000 | -2.2% | 9,616 | +0.7% | 0.17% | -8.0% |
| EDV | Buy | VANGUARD WORLD FDextended dur | $724,000 | +232.1% | 5,250 | +209.7% | 0.17% | +214.5% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $719,000 | +8.0% | 8,058 | +5.5% | 0.17% | +1.8% |
| CINF | Buy | CINCINNATI FINL CORP | $709,000 | +14.9% | 5,851 | +2.8% | 0.17% | +7.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $691,000 | +11.6% | 1,287 | +2.0% | 0.16% | +5.1% |
| PLD | Buy | PROLOGIS INC. | $690,000 | +13.9% | 5,354 | +1.5% | 0.16% | +7.1% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $687,000 | +4.9% | 3,579 | +1.0% | 0.16% | -1.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $622,000 | +29.0% | 11,992 | +33.0% | 0.15% | +22.1% |
| PM | Buy | PHILIP MORRIS INTL INC | $626,000 | +7.9% | 6,272 | +2.2% | 0.15% | +1.4% |
| AGR | Buy | AVANGRID INC | $600,000 | +12.1% | 11,127 | +4.7% | 0.14% | +5.1% |
| DUK | Buy | DUKE ENERGY CORP NEW | $592,000 | +9.0% | 5,524 | +0.3% | 0.14% | +2.2% |
| NNN | Buy | NATIONAL RETAIL PROPERTIES I | $590,000 | +4.2% | 12,414 | +3.4% | 0.14% | -2.1% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $585,000 | -36.8% | 9,357 | +264.5% | 0.14% | -40.4% |
| FYC | Buy | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $569,000 | +2.3% | 7,850 | +1.3% | 0.14% | -3.5% |
| SPGI | Buy | S&P GLOBAL INC | $571,000 | +15.6% | 1,316 | +2.4% | 0.14% | +8.8% |
| ENB | Buy | ENBRIDGE INC | $558,000 | +6.9% | 13,859 | +0.0% | 0.13% | 0.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $548,000 | -1.1% | 8,573 | +2.6% | 0.13% | -7.1% |
| TIP | New | ISHARES TRtips bd etf | $546,000 | – | 4,230 | +100.0% | 0.13% | – |
| NKE | Buy | NIKE INCcl b | $545,000 | +30.1% | 3,184 | +0.5% | 0.13% | +22.6% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $545,000 | +5.8% | 36,017 | +5.6% | 0.13% | -0.8% |
| MO | Buy | ALTRIA GROUP INC | $539,000 | +5.7% | 11,193 | +3.6% | 0.13% | -0.8% |
| ES | Buy | EVERSOURCE ENERGY | $524,000 | +8.3% | 5,827 | +4.7% | 0.12% | +1.6% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $516,000 | +25.5% | 16,407 | +23.1% | 0.12% | +18.3% |
| CTAS | Buy | CINTAS CORP | $511,000 | +16.4% | 1,309 | +4.5% | 0.12% | +9.9% |
| DD | Buy | DUPONT DE NEMOURS INC | $504,000 | +8.2% | 6,439 | +6.5% | 0.12% | +1.7% |
| MP | Buy | MP MATERIALS CORP | $500,000 | +21.4% | 13,168 | +1.9% | 0.12% | +13.3% |
| GIS | Buy | GENERAL MLS INC | $478,000 | +2.1% | 8,090 | +4.6% | 0.11% | -4.2% |
| ZTS | Buy | ZOETIS INCcl a | $474,000 | +23.4% | 2,401 | +6.1% | 0.11% | +15.3% |
| PSX | Buy | PHILLIPS 66 | $467,000 | -3.9% | 6,273 | +0.9% | 0.11% | -8.9% |
| FNX | Buy | FIRST TR MID CAP CORE ALPHAD | $464,000 | +5.5% | 4,570 | +3.0% | 0.11% | -0.9% |
| FITB | Buy | FIFTH THIRD BANCORP | $463,000 | +3.1% | 11,958 | +4.5% | 0.11% | -2.6% |
| LIT | New | GLOBAL X FDSlithium btry etf | $451,000 | – | 5,209 | +100.0% | 0.11% | – |
| NEE | Buy | NEXTERA ENERGY INC | $440,000 | +11.1% | 5,339 | +4.2% | 0.10% | +4.0% |
| KEY | Buy | KEYCORP | $412,000 | +0.5% | 19,745 | +3.2% | 0.10% | -5.8% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $406,000 | +23.4% | 3,654 | +6.9% | 0.10% | +15.5% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $404,000 | +3.9% | 1,419 | +6.2% | 0.10% | -3.0% |
| IP | Buy | INTERNATIONAL PAPER CO | $391,000 | +8.3% | 6,516 | +3.1% | 0.09% | +1.1% |
| BCE | Buy | BCE INC | $391,000 | +13.3% | 7,682 | +3.7% | 0.09% | +5.7% |
| ARCC | Buy | ARES CAPITAL CORP | $391,000 | +52.1% | 19,573 | +49.1% | 0.09% | +43.1% |
| TMUS | Buy | T-MOBILE US INC | $381,000 | +13.7% | 2,636 | +4.6% | 0.09% | +7.1% |
| SON | Buy | SONOCO PRODS CO | $374,000 | +1.9% | 5,835 | +3.6% | 0.09% | -4.3% |
| ASML | Buy | ASML HOLDING N V | $370,000 | +22.1% | 469 | +4.0% | 0.09% | +14.3% |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $368,000 | – | 13,376 | +100.0% | 0.09% | – |
| CRL | Buy | CHARLES RIV LABS INTL INC | $364,000 | +25.5% | 912 | +5.3% | 0.09% | +17.6% |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $364,000 | – | 5,143 | +100.0% | 0.09% | – |
| NWL | New | NEWELL BRANDS INC | $350,000 | – | 13,537 | +100.0% | 0.08% | – |
| ETR | Buy | ENTERGY CORP NEW | $344,000 | +7.8% | 3,152 | +5.3% | 0.08% | +1.2% |
| XMMO | Buy | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $335,000 | +7.4% | 3,872 | +10.1% | 0.08% | +1.3% |
| CFG | Buy | CITIZENS FINL GROUP INC | $337,000 | +2.7% | 7,442 | +4.6% | 0.08% | -3.6% |
| MET | Buy | METLIFE INC | $332,000 | +4.1% | 5,301 | +5.3% | 0.08% | -2.5% |
| MPC | Buy | MARATHON PETE CORP | $325,000 | +11.3% | 5,494 | +1.3% | 0.08% | +5.4% |
| NTLA | New | INTELLIA THERAPEUTICS INC | $319,000 | – | 2,000 | +100.0% | 0.08% | – |
| NVS | Buy | NOVARTIS AGsponsored adr | $320,000 | +7.0% | 3,459 | +0.3% | 0.08% | 0.0% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $315,000 | +15.4% | 1,792 | +1.7% | 0.08% | +8.7% |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $313,000 | – | 6,849 | +100.0% | 0.08% | – |
| SLB | Buy | SCHLUMBERGER LTD | $312,000 | +13.9% | 10,774 | +2.9% | 0.08% | +7.1% |
| TFC | Buy | TRUIST FINL CORP | $307,000 | +34.6% | 5,211 | +33.2% | 0.07% | +25.9% |
| IXG | New | ISHARES TRglobal finls etf | $295,000 | – | 3,644 | +100.0% | 0.07% | – |
| TD | Buy | TORONTO DOMINION BK ONT | $288,000 | +2.1% | 4,159 | +0.3% | 0.07% | -4.2% |
| MBB | Buy | ISHARES TRmbs etf | $286,000 | +19.7% | 2,639 | +20.2% | 0.07% | +11.5% |
| MUB | New | ISHARES TRnational mun etf | $277,000 | – | 2,366 | +100.0% | 0.07% | – |
| ROP | Buy | ROPER TECHNOLOGIES INC | $276,000 | +15.5% | 574 | +7.3% | 0.07% | +8.2% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $275,000 | +17.0% | 1,422 | +5.1% | 0.07% | +10.0% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $274,000 | +15.6% | 2,396 | +11.5% | 0.06% | +8.3% |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $270,000 | – | 7,907 | +100.0% | 0.06% | – |
| HXL | Buy | HEXCEL CORP NEW | $262,000 | -1.1% | 4,529 | +0.6% | 0.06% | -6.0% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $265,000 | +4.7% | 1,708 | +0.2% | 0.06% | -1.6% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $247,000 | +2.5% | 6,091 | +0.6% | 0.06% | -3.3% |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $244,000 | – | 17,529 | +100.0% | 0.06% | – |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $244,000 | +16.2% | 1,714 | +10.5% | 0.06% | +9.4% |
| ILCB | Buy | ISHARES TRmorningstr us eq | $242,000 | +6.6% | 3,848 | +0.3% | 0.06% | 0.0% |
| ALLY | New | ALLY FINL INC | $238,000 | – | 4,383 | +100.0% | 0.06% | – |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $237,000 | +4.9% | 971 | +0.3% | 0.06% | 0.0% |
| IPG | New | INTERPUBLIC GROUP COS INC | $233,000 | – | 6,207 | +100.0% | 0.06% | – |
| FHN | New | FIRST HORIZON CORPORATION | $236,000 | – | 14,367 | +100.0% | 0.06% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $230,000 | – | 989 | +100.0% | 0.06% | – |
| AON | New | AON PLC | $225,000 | – | 823 | +100.0% | 0.05% | – |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $225,000 | +3.2% | 1,676 | +2.1% | 0.05% | -1.8% |
| AMAT | Buy | APPLIED MATLS INC | $226,000 | +3.2% | 1,677 | +4.6% | 0.05% | -3.6% |
| XSMO | New | INVESCO EXCHANGE TRADED FD Ts&p smlcp moment | $226,000 | – | 4,177 | +100.0% | 0.05% | – |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $225,000 | -13.1% | 1,541 | +4.8% | 0.05% | -18.2% |
| TLT | New | ISHARES TR20 yr tr bd etf | $219,000 | – | 1,496 | +100.0% | 0.05% | – |
| IYE | New | ISHARES TRu.s. energy etf | $214,000 | – | 7,873 | +100.0% | 0.05% | – |
| ETN | New | EATON CORP PLC | $209,000 | – | 1,250 | +100.0% | 0.05% | – |
| EQIX | New | EQUINIX INC | $211,000 | – | 261 | +100.0% | 0.05% | – |
| XSLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $207,000 | – | 4,306 | +100.0% | 0.05% | – |
| CE | New | CELANESE CORP DEL | $204,000 | – | 1,250 | +100.0% | 0.05% | – |
| EXPE | Buy | EXPEDIA GROUP INC | $205,000 | -8.1% | 1,365 | +8.3% | 0.05% | -14.0% |
| MRO | Buy | MARATHON OIL CORP | $177,000 | +12.7% | 14,281 | +0.2% | 0.04% | +5.0% |
| ELP | New | COMPANHIA PARANAENSE ENERG Cspon ads | $167,000 | – | 27,000 | +100.0% | 0.04% | – |
| SPY | Buy | SPDR S&P 500 ETF TRput | $50,000 | -19.4% | 3,300 | +22.2% | 0.01% | -25.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 12 | Q1 2023 | 10.4% |
| INVESCO QQQ TR | 12 | Q1 2023 | 5.6% |
| ARK ETF TR | 12 | Q1 2023 | 7.4% |
| GOLDMAN SACHS ETF TR | 12 | Q1 2023 | 3.4% |
| SPDR GOLD TR | 12 | Q1 2023 | 4.9% |
| FIRST TR EXCHANGE-TRADED FD | 12 | Q1 2023 | 2.9% |
| SELECT SECTOR SPDR TR | 12 | Q1 2023 | 2.8% |
| SPDR S&P 500 ETF TR | 12 | Q1 2023 | 4.2% |
| AMAZON COM INC | 12 | Q1 2023 | 2.7% |
| MICROSOFT CORP | 12 | Q1 2023 | 2.0% |
View Intrua Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-10-28 |
| 13F-HR | 2021-08-12 |
| 13F-HR | 2021-04-30 |
| 13F-HR | 2021-02-03 |
View Intrua Financial, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.