Intrua Financial
Latest statistics and disclosures from Intrua Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, FTCS, FIXD, GSLC, DDS, and represent 16.56% of Intrua Financial's stock portfolio.
- Added to shares of these 10 stocks: GDX (+$7.5M), UUP (+$7.4M), XHB (+$7.3M), JPST (+$6.4M), DDS (+$6.0M), SPY, BSJO, SDY, FIXD, LIN.
- Started 27 new stock positions in DFIV, GLDM, AGG, LIN, MTUM, EVRG, UUP, ED, GDX, AMT.
- Reduced shares in these 10 stocks: XLE (-$6.1M), ITA (-$5.5M), , ADM, Linde, CMI, , QQQM, LMT, AMGN.
- Sold out of its positions in AWK, APA, ADM, BDX, BKNG, BXP, CF, CMA, CMI, HYLB.
- Intrua Financial was a net buyer of stock by $39M.
- Intrua Financial has $473M in assets under management (AUM), dropping by 10.16%.
- Central Index Key (CIK): 0001812792
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Portfolio Holdings for Intrua Financial
Intrua Financial holds 329 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.9 | $23M | +6% | 135k | 172.57 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 3.3 | $15M | -6% | 211k | 73.15 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 3.1 | $15M | +16% | 328k | 45.17 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 2.7 | $13M | -3% | 155k | 81.56 |
|
| Dillards Cl A (DDS) | 2.6 | $12M | +100% | 43k | 283.73 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 2.2 | $10M | -7% | 379k | 26.91 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 2.1 | $9.7M | +32% | 435k | 22.35 |
|
| Exxon Mobil Corporation (XOM) | 1.8 | $8.4M | +3% | 80k | 105.78 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.8 | $8.4M | -4% | 45k | 186.81 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 1.6 | $7.5M | NEW | 223k | 33.60 |
|
| Invesco Db Us Dlr Index Tr Bullish Fd (UUP) | 1.6 | $7.4M | NEW | 263k | 28.10 |
|
| Spdr Ser Tr S&p Homebuild (XHB) | 1.5 | $7.3M | NEW | 102k | 70.79 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.5 | $7.0M | +1000% | 140k | 50.27 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.4 | $6.5M | +2% | 88k | 73.46 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.3 | $6.3M | -18% | 48k | 133.65 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $6.2M | -4% | 19k | 325.03 |
|
| Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 1.3 | $6.0M | +91% | 94k | 64.07 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $5.8M | +32% | 85k | 68.37 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.2 | $5.7M | -12% | 38k | 150.95 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.1 | $5.3M | +2% | 38k | 141.52 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $5.2M | -3% | 25k | 204.22 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 1.1 | $5.1M | +22% | 102k | 50.60 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 1.1 | $5.0M | -18% | 22k | 225.60 |
|
| Chevron Corporation (CVX) | 1.0 | $4.9M | 32k | 156.62 |
|
|
| Microsoft Corporation (MSFT) | 1.0 | $4.7M | 15k | 308.98 |
|
|
| NVIDIA Corporation (NVDA) | 0.9 | $4.4M | -3% | 15k | 283.39 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.9 | $4.3M | +8% | 61k | 70.05 |
|
| Procter & Gamble Company (PG) | 0.8 | $3.9M | +9% | 25k | 155.96 |
|
| Amazon (AMZN) | 0.8 | $3.9M | 35k | 110.26 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.8 | $3.8M | +150% | 32k | 121.49 |
|
| Johnson & Johnson (JNJ) | 0.8 | $3.8M | +12% | 24k | 160.78 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $3.7M | -9% | 15k | 242.60 |
|
| Victory Portfolios Ii Vcshs Us 500 Vol (CFA) | 0.7 | $3.5M | 52k | 67.64 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $3.5M | -16% | 14k | 253.65 |
|
| Enbridge (ENB) | 0.7 | $3.3M | 85k | 38.44 |
|
|
| Realty Income (O) | 0.7 | $3.2M | +19% | 51k | 62.03 |
|
| Medtronic SHS (MDT) | 0.6 | $3.0M | +138% | 34k | 88.88 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.6 | $2.9M | -15% | 31k | 94.16 |
|
| Comcast Corp Cl A (CMCSA) | 0.6 | $2.9M | +9% | 71k | 40.21 |
|
| Pepsi (PEP) | 0.6 | $2.8M | +161% | 14k | 196.11 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.6 | $2.8M | -2% | 18k | 156.84 |
|
| Cisco Systems (CSCO) | 0.5 | $2.6M | +17% | 55k | 46.71 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.5 | $2.6M | 33k | 77.12 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $2.5M | -9% | 27k | 91.81 |
|
| Fs Kkr Capital Corp (FSK) | 0.5 | $2.5M | 130k | 18.89 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $2.4M | +14% | 18k | 136.89 |
|
| Verizon Communications (VZ) | 0.5 | $2.3M | +6% | 62k | 37.59 |
|
| Intel Corporation (INTC) | 0.5 | $2.3M | +35% | 80k | 28.95 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.5 | $2.3M | -20% | 16k | 145.91 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $2.3M | +62% | 17k | 134.10 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $2.3M | -5% | 5.5k | 413.40 |
|
| Pfizer (PFE) | 0.5 | $2.2M | +44% | 60k | 37.35 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.5 | $2.2M | -2% | 54k | 40.48 |
|
| At&t (T) | 0.5 | $2.1M | +3% | 126k | 17.03 |
|
| Omni (OMC) | 0.5 | $2.1M | -2% | 23k | 92.84 |
|
| Enterprise Products Partners (EPD) | 0.4 | $2.0M | +4% | 78k | 25.92 |
|
| Pinnacle West Capital Corporation (PNW) | 0.4 | $2.0M | +18% | 25k | 80.81 |
|
| United Parcel Service CL B (UPS) | 0.4 | $2.0M | +261% | 12k | 168.49 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $2.0M | 4.00 | 491182.50 |
|
|
| Abbvie (ABBV) | 0.4 | $1.9M | -5% | 13k | 147.15 |
|
| Amgen (AMGN) | 0.4 | $1.9M | -38% | 8.1k | 232.94 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.9M | +217% | 4.9k | 378.17 |
|
| Air Products & Chemicals (APD) | 0.4 | $1.8M | +24% | 6.6k | 278.02 |
|
| ConocoPhillips (COP) | 0.4 | $1.8M | -4% | 18k | 99.43 |
|
| Nike CL B (NKE) | 0.4 | $1.8M | +31% | 15k | 120.21 |
|
| Linde SHS (LIN) | 0.4 | $1.7M | NEW | 4.7k | 370.34 |
|
| PPG Industries (PPG) | 0.4 | $1.7M | +44% | 12k | 138.10 |
|
| Evergy (EVRG) | 0.4 | $1.7M | NEW | 27k | 62.37 |
|
| Consolidated Edison (ED) | 0.4 | $1.7M | NEW | 17k | 99.52 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.3 | $1.6M | -2% | 46k | 36.22 |
|
| Interpublic Group of Companies (IPG) | 0.3 | $1.6M | -9% | 44k | 36.77 |
|
| EOG Resources (EOG) | 0.3 | $1.6M | +4% | 14k | 110.42 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $1.6M | +12% | 32k | 49.73 |
|
| AvalonBay Communities (AVB) | 0.3 | $1.6M | +53% | 8.8k | 180.18 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.6M | 13k | 117.51 |
|
|
| UnitedHealth (UNH) | 0.3 | $1.6M | 3.2k | 491.20 |
|
|
| Snap-on Incorporated (SNA) | 0.3 | $1.5M | NEW | 6.0k | 256.05 |
|
| Bce Com New (BCE) | 0.3 | $1.5M | +5% | 32k | 47.34 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.3 | $1.5M | +71% | 355k | 4.29 |
|
| Stanley Black & Decker (SWK) | 0.3 | $1.5M | +699% | 19k | 78.79 |
|
| Public Storage (PSA) | 0.3 | $1.5M | +38% | 5.1k | 296.02 |
|
| Broadcom (AVGO) | 0.3 | $1.5M | +4% | 2.4k | 631.23 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $1.5M | +29% | 9.2k | 161.88 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $1.5M | NEW | 37k | 39.90 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.5M | 4.6k | 322.49 |
|
|
| Lockheed Martin Corporation (LMT) | 0.3 | $1.5M | -48% | 3.2k | 450.78 |
|
| Kraft Heinz (KHC) | 0.3 | $1.4M | 35k | 40.66 |
|
|
| Ralph Lauren Corp Cl A (RL) | 0.3 | $1.4M | +259% | 13k | 112.36 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $1.4M | 35k | 39.55 |
|
|
| Tyson Foods Cl A (TSN) | 0.3 | $1.4M | NEW | 28k | 48.87 |
|
| Best Buy (BBY) | 0.3 | $1.3M | +26% | 19k | 71.73 |
|
| Invesco Exch Traded Fd Tr Ii Treas Colaterl (TBLL) | 0.3 | $1.3M | 12k | 105.63 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.2M | +8% | 26k | 46.05 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.2M | +2% | 9.9k | 117.92 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.2M | -3% | 3.9k | 296.16 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $1.1M | +14% | 31k | 37.09 |
|
| Physicians Realty Trust | 0.2 | $1.1M | -2% | 79k | 14.38 |
|
| Bk Nova Cad (BNS) | 0.2 | $1.1M | +9% | 23k | 49.08 |
|
| Cme (CME) | 0.2 | $1.1M | NEW | 6.0k | 184.95 |
|
| Magellan Midstream Prtnrs Com Unit Rp Lp | 0.2 | $1.1M | -15% | 20k | 55.41 |
|
| AFLAC Incorporated (AFL) | 0.2 | $1.1M | +315% | 17k | 66.11 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $1.1M | +33% | 36k | 29.13 |
|
| Coca-Cola Company (KO) | 0.2 | $1.0M | -5% | 16k | 64.11 |
|
| Citigroup Com New (C) | 0.2 | $1.0M | +12% | 23k | 45.45 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $1.0M | +4% | 18k | 56.18 |
|
| Shell Spon Ads (SHEL) | 0.2 | $1.0M | -7% | 17k | 60.36 |
|
| Invesco Exch Trd Slf Idx Bulshs 2023 Hy | 0.2 | $984k | +19% | 42k | 23.56 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $980k | +68% | 12k | 82.17 |
|
| GSK Sponsored Adr (GSK) | 0.2 | $975k | 27k | 36.53 |
|
|
| Omega Healthcare Investors (OHI) | 0.2 | $974k | 33k | 29.53 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.2 | $940k | +2% | 84k | 11.16 |
|
| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.2 | $925k | +6% | 25k | 37.42 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.2 | $910k | +3% | 30k | 30.41 |
|
| Kinder Morgan (KMI) | 0.2 | $904k | +6% | 54k | 16.80 |
|
| Abbott Laboratories (ABT) | 0.2 | $897k | -4% | 8.1k | 110.49 |
|
| Easterly Government Properti reit (DEA) | 0.2 | $873k | -4% | 63k | 13.96 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $861k | -20% | 5.5k | 155.33 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $860k | +18% | 14k | 60.27 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $859k | +57% | 70k | 12.32 |
|
| Wisdomtree Tr Intl Equity Fd (DWM) | 0.2 | $855k | NEW | 17k | 50.64 |
|
| Gilead Sciences (GILD) | 0.2 | $833k | +4% | 11k | 78.17 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $832k | +13% | 1.9k | 434.45 |
|
| Wal-Mart Stores (WMT) | 0.2 | $832k | 5.4k | 153.07 |
|
|
| Wisdomtree Tr Us Smallcap Fund (EES) | 0.2 | $815k | 20k | 40.87 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.2 | $808k | NEW | 36k | 22.39 |
|
| Phillips 66 (PSX) | 0.2 | $799k | -2% | 8.6k | 93.23 |
|
| Dominion Resources (D) | 0.2 | $798k | 15k | 55.19 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $796k | -88% | 10k | 78.52 |
|
| 3M Company (MMM) | 0.2 | $792k | -47% | 7.9k | 100.28 |
|
| LTC Properties (LTC) | 0.2 | $774k | 23k | 33.66 |
|
|
| New York Community Ban | 0.2 | $771k | 76k | 10.09 |
|
|
| CVS Caremark Corporation (CVS) | 0.2 | $767k | 11k | 68.58 |
|
|
| Visa Com Cl A (V) | 0.2 | $765k | -11% | 3.3k | 231.38 |
|
| Cibc Cad (CM) | 0.2 | $761k | -2% | 18k | 41.65 |
|
| Boeing Company (BA) | 0.2 | $752k | -8% | 3.7k | 200.72 |
|
| Kellogg Company (K) | 0.2 | $726k | 10k | 70.81 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $726k | +10% | 4.2k | 172.71 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $709k | -5% | 9.7k | 73.14 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $701k | -4% | 10k | 68.23 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $695k | 7.7k | 90.56 |
|
|
| Southern Company (SO) | 0.1 | $679k | +12% | 9.3k | 73.35 |
|
| Ishares Tr Core Divid Etf (DIVB) | 0.1 | $675k | +33% | 19k | 36.26 |
|
| Spdr Ser Tr S&p 600 Sml Cap | 0.1 | $670k | -62% | 8.4k | 79.65 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $663k | -5% | 7.2k | 91.58 |
|
| Tesla Motors (TSLA) | 0.1 | $650k | +6% | 3.9k | 167.98 |
|
| Getty Realty (GTY) | 0.1 | $649k | -4% | 19k | 33.63 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $644k | -20% | 8.6k | 75.25 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $643k | +22% | 20k | 31.90 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $636k | +2% | 6.2k | 103.30 |
|
| BP Sponsored Adr (BP) | 0.1 | $631k | -8% | 18k | 35.81 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $626k | -6% | 16k | 38.11 |
|
| Edison International (EIX) | 0.1 | $617k | +5% | 8.4k | 73.68 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $614k | 14k | 43.69 |
|
|
| Dow (DOW) | 0.1 | $613k | 12k | 52.31 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $612k | 16k | 37.68 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $607k | -19% | 2.9k | 209.93 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $601k | +8% | 15k | 39.61 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $600k | -16% | 1.6k | 381.92 |
|
| Medical Properties Trust (MPW) | 0.1 | $590k | +8% | 77k | 7.64 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $582k | +27% | 6.8k | 85.21 |
|
| Postal Realty Trust Cl A (PSTL) | 0.1 | $579k | +3% | 39k | 14.83 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $577k | -62% | 5.9k | 97.44 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $573k | +7% | 6.0k | 96.00 |
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $570k | -16% | 19k | 29.86 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $566k | +20% | 43k | 13.26 |
|
| Lowe's Companies (LOW) | 0.1 | $562k | 2.8k | 203.28 |
|
|
| Merck & Co (MRK) | 0.1 | $560k | -16% | 4.8k | 117.15 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $559k | +96% | 17k | 33.94 |
|
| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.1 | $547k | -14% | 20k | 26.89 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $542k | -31% | 13k | 40.72 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $537k | -6% | 13k | 40.22 |
|
| Vaneck Etf Trust Durable Hgh Div (DURA) | 0.1 | $532k | +2% | 17k | 30.81 |
|
| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.1 | $528k | -14% | 11k | 49.62 |
|
| Public Service Enterprise (PEG) | 0.1 | $527k | +7% | 8.3k | 63.81 |
|
| Stag Industrial (STAG) | 0.1 | $521k | -11% | 15k | 34.72 |
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.1 | $519k | 26k | 20.14 |
|
|
| Honeywell International (HON) | 0.1 | $518k | +6% | 2.7k | 193.64 |
|
| Qualcomm (QCOM) | 0.1 | $517k | 5.0k | 103.61 |
|
|
| Dupont De Nemours (DD) | 0.1 | $514k | -2% | 8.1k | 63.77 |
|
| Clorox Company (CLX) | 0.1 | $508k | +6% | 3.0k | 169.11 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $504k | -5% | 6.9k | 73.19 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $499k | -42% | 11k | 47.24 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $496k | +7% | 18k | 27.30 |
|
| Leggett & Platt (LEG) | 0.1 | $492k | +2% | 15k | 32.19 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $486k | NEW | 4.9k | 99.39 |
|
| Bank of America Corporation (BAC) | 0.1 | $480k | -2% | 18k | 27.09 |
|
| Emerson Electric (EMR) | 0.1 | $480k | -3% | 5.8k | 82.51 |
|
| Unilever Spon Adr New (UL) | 0.1 | $474k | +34% | 8.7k | 54.21 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $470k | +8% | 2.2k | 210.27 |
|
| BlackRock (BLK) | 0.1 | $466k | -17% | 722.00 | 644.96 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $466k | -19% | 12k | 38.55 |
|
| Walt Disney Company (DIS) | 0.1 | $463k | -8% | 5.0k | 92.00 |
|
| Nextera Energy (NEE) | 0.1 | $463k | 5.9k | 77.97 |
|
|
| First Tr Exchange Traded Tech Alphadex (FXL) | 0.1 | $460k | -12% | 4.7k | 98.35 |
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $455k | 3.5k | 130.73 |
|
|
| Home Depot (HD) | 0.1 | $453k | -21% | 1.6k | 290.47 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $450k | +93% | 9.0k | 49.97 |
|
| Target Corporation (TGT) | 0.1 | $448k | -12% | 2.8k | 158.01 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $433k | +4% | 8.5k | 50.89 |
|
| FedEx Corporation (FDX) | 0.1 | $431k | -33% | 1.9k | 222.93 |
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.1 | $429k | -22% | 8.8k | 48.46 |
|
| Global Med Reit Com New (GMRE) | 0.1 | $422k | 48k | 8.87 |
|
|
| salesforce (CRM) | 0.1 | $421k | -15% | 2.1k | 201.81 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $420k | +11% | 9.7k | 43.26 |
|
| Zillow Group Cl C Cap Stk (Z) | 0.1 | $417k | -13% | 9.3k | 44.82 |
|
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.1 | $413k | -2% | 4.7k | 87.23 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.1 | $408k | 6.7k | 61.30 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $404k | +10% | 11k | 37.49 |
|
| Telus Ord (TU) | 0.1 | $398k | 19k | 20.46 |
|
|
| Altria (MO) | 0.1 | $395k | +8% | 8.6k | 45.67 |
|
| J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) | 0.1 | $393k | NEW | 4.2k | 93.98 |
|
| Tc Energy Corp (TRP) | 0.1 | $388k | +51% | 9.4k | 41.28 |
|
| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 0.1 | $386k | +5% | 10k | 38.25 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $385k | 4.9k | 77.88 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $383k | +33% | 3.9k | 97.86 |
|
| DTE Energy Company (DTE) | 0.1 | $382k | 3.4k | 113.45 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $379k | -8% | 1.4k | 277.09 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $372k | +18% | 5.5k | 68.06 |
|
| Union Pacific Corporation (UNP) | 0.1 | $371k | -5% | 1.9k | 199.00 |
|
| Cardinal Health (CAH) | 0.1 | $370k | -6% | 4.4k | 84.77 |
|
| National Retail Properties (NNN) | 0.1 | $367k | -2% | 8.3k | 44.10 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $367k | -69% | 40k | 9.28 |
|
| Algonquin Power & Utilities equs (AQN) | 0.1 | $365k | -2% | 42k | 8.61 |
|
| General Mills (GIS) | 0.1 | $362k | -16% | 4.0k | 90.61 |
|
| First Tr Exchange Traded Us Eqty Oppt Etf (FPX) | 0.1 | $358k | -10% | 4.5k | 80.10 |
|
| International Business Machines (IBM) | 0.1 | $356k | +3% | 2.9k | 122.86 |
|
| Automatic Data Processing (ADP) | 0.1 | $352k | +3% | 1.7k | 212.68 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $349k | +7% | 7.9k | 44.07 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $347k | +4% | 3.2k | 109.89 |
|
| Corteva (CTVA) | 0.1 | $347k | 6.1k | 57.02 |
|
|
| Waste Management (WM) | 0.1 | $342k | 2.0k | 169.22 |
|
|
| Wisdomtree Tr Cloud Computng (WCLD) | 0.1 | $342k | -16% | 13k | 26.68 |
|
| Wp Carey (WPC) | 0.1 | $342k | 4.8k | 71.57 |
|
|
| Stryker Corporation (SYK) | 0.1 | $341k | -14% | 1.2k | 285.47 |
|
| Franklin Etf Tr Shrt Dur Us Govt (FTSD) | 0.1 | $341k | 3.8k | 90.24 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $334k | +26% | 1.6k | 205.47 |
|
| V.F. Corporation (VFC) | 0.1 | $333k | -41% | 16k | 21.29 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $331k | +4% | 5.1k | 64.65 |
|
| Iron Mountain (IRM) | 0.1 | $328k | -2% | 6.0k | 55.09 |
|
| Peoples Ban (PEBO) | 0.1 | $326k | -7% | 14k | 23.49 |
|
| Sabra Health Care REIT (SBRA) | 0.1 | $326k | 28k | 11.57 |
|
|
| PNC Financial Services (PNC) | 0.1 | $321k | +28% | 2.9k | 111.58 |
|
| Analog Devices (ADI) | 0.1 | $320k | -7% | 1.8k | 180.52 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $318k | NEW | 2.3k | 140.00 |
|
| Philip Morris International (PM) | 0.1 | $317k | NEW | 3.3k | 95.11 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $314k | -32% | 623.00 | 504.39 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $314k | +19% | 5.2k | 60.74 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $307k | 13k | 23.37 |
|
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.1 | $303k | -17% | 10k | 29.09 |
|
| Caterpillar (CAT) | 0.1 | $301k | -42% | 1.4k | 209.54 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $301k | 12k | 25.20 |
|
|
| Progressive Corporation (PGR) | 0.1 | $299k | +32% | 2.2k | 133.43 |
|
| Spdr Ser Tr S&p Kensho New (KOMP) | 0.1 | $298k | -29% | 7.3k | 40.62 |
|
| Dex (DXCM) | 0.1 | $297k | 2.4k | 121.70 |
|
|
| Simon Property (SPG) | 0.1 | $296k | 2.8k | 106.34 |
|
|
| Inventrust Pptys Corp Com New (IVT) | 0.1 | $296k | 14k | 21.75 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $294k | -4% | 4.4k | 66.21 |
|
| Paypal Holdings (PYPL) | 0.1 | $292k | -8% | 4.7k | 61.69 |
|
| Citizens Financial (CFG) | 0.1 | $290k | 12k | 24.80 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.1 | $289k | 3.3k | 87.77 |
|
|
| ConAgra Foods (CAG) | 0.1 | $288k | +13% | 7.8k | 36.75 |
|
| Key (KEY) | 0.1 | $284k | -65% | 32k | 8.99 |
|
| Digital Realty Trust (DLR) | 0.1 | $283k | -19% | 2.9k | 97.09 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $281k | -2% | 4.2k | 66.70 |
|
| Etf Ser Solutions Defiance Next (SIXG) | 0.1 | $280k | -19% | 9.3k | 30.12 |
|
| F.N.B. Corporation (FNB) | 0.1 | $278k | -6% | 27k | 10.46 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $276k | +6% | 526.00 | 524.65 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $276k | +3% | 8.4k | 32.68 |
|
| Walgreen Boots Alliance (WBA) | 0.1 | $270k | +42% | 8.7k | 31.07 |
|
| Allegheny Technologies Incorporated (ATI) | 0.1 | $270k | 7.7k | 35.13 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $270k | -5% | 3.3k | 81.98 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $267k | -3% | 6.4k | 42.06 |
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.1 | $267k | -19% | 7.8k | 34.05 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $266k | +6% | 15k | 18.25 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $264k | -18% | 1.2k | 223.14 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $262k | +3% | 2.5k | 103.14 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $259k | NEW | 1.8k | 144.65 |
|
| Ingredion Incorporated (INGR) | 0.1 | $255k | -11% | 2.3k | 109.58 |
|
| Ishares Tr Us Oil Eq&sv Etf (IEZ) | 0.1 | $254k | 14k | 17.63 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $253k | +16% | 2.3k | 111.98 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $252k | -4% | 4.1k | 61.20 |
|
| Illinois Tool Works (ITW) | 0.1 | $251k | -14% | 1.1k | 228.42 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $246k | +22% | 561.00 | 438.78 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $246k | -5% | 1.3k | 186.79 |
|
| Williams Companies (WMB) | 0.1 | $244k | NEW | 8.3k | 29.28 |
|
| Chubb (CB) | 0.1 | $244k | +10% | 1.2k | 200.27 |
|
| American Electric Power Company (AEP) | 0.1 | $241k | NEW | 2.6k | 91.67 |
|
| First Tr Dynamic Europe Equi Com Shs | 0.1 | $240k | +45% | 18k | 13.03 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $239k | +2% | 2.8k | 84.40 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $237k | -5% | 1.6k | 150.36 |
|
| CenterPoint Energy (CNP) | 0.0 | $235k | -11% | 7.8k | 30.05 |
|
| General Electric Com New (GE) | 0.0 | $235k | NEW | 2.4k | 98.82 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $234k | -3% | 2.6k | 91.43 |
|
| Yum! Brands (YUM) | 0.0 | $233k | NEW | 1.7k | 138.51 |
|
| Norfolk Southern (NSC) | 0.0 | $227k | 1.1k | 211.91 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $227k | 7.0k | 32.52 |
|
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.0 | $226k | -4% | 4.7k | 48.14 |
|
| Wec Energy Group (WEC) | 0.0 | $226k | -10% | 2.4k | 93.87 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $226k | 2.6k | 88.16 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $225k | -14% | 1.7k | 132.23 |
|
| First Tr Exchange-traded A Sml Cp Grw Alp (FYC) | 0.0 | $224k | -23% | 4.0k | 55.86 |
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $224k | -32% | 6.1k | 36.37 |
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.0 | $224k | 4.0k | 56.54 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $224k | 4.6k | 48.54 |
|
|
| American Tower Reit (AMT) | 0.0 | $219k | NEW | 1.1k | 200.30 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $219k | -15% | 961.00 | 227.82 |
|
| Oneok (OKE) | 0.0 | $218k | 3.4k | 63.73 |
|
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $218k | NEW | 565.00 | 385.49 |
|
| Regency Centers Corporation (REG) | 0.0 | $217k | -3% | 3.7k | 58.53 |
|
| Meta Platforms Cl A (META) | 0.0 | $217k | NEW | 926.00 | 233.81 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $214k | 8.3k | 25.74 |
|
|
| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.0 | $214k | -9% | 2.7k | 78.26 |
|
| Eaton Corp SHS (ETN) | 0.0 | $213k | NEW | 1.3k | 168.58 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.0 | $213k | -2% | 6.0k | 35.31 |
|
| L3harris Technologies (LHX) | 0.0 | $209k | -3% | 1.1k | 186.71 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $208k | NEW | 2.1k | 99.24 |
|
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.0 | $208k | +2% | 2.0k | 106.48 |
|
| Advance Auto Parts (AAP) | 0.0 | $207k | +11% | 1.7k | 122.86 |
|
| FactSet Research Systems (FDS) | 0.0 | $206k | -3% | 518.00 | 397.97 |
|
| Netflix (NFLX) | 0.0 | $206k | -6% | 606.00 | 339.89 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $205k | -2% | 4.4k | 46.00 |
|
| Danaher Corporation (DHR) | 0.0 | $204k | +3% | 896.00 | 227.35 |
|
| Urstadt Biddle Pptys Cl A | 0.0 | $203k | +2% | 12k | 16.88 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $201k | -2% | 16k | 12.51 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $200k | NEW | 6.1k | 32.85 |
|
| Proshares Tr Short S&p 500 Ne (SH) | 0.0 | $191k | +2% | 13k | 15.03 |
|
| Ford Motor Company (F) | 0.0 | $178k | +2% | 15k | 11.67 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $29k | +3% | 13k | 2.25 |
|
| Tellurian (TELL) | 0.0 | $27k | 22k | 1.25 |
|
Past Filings by Intrua Financial
SEC 13F filings are viewable for Intrua Financial going back to 2020
- Intrua Financial 2023 Q1 filed May 15, 2023
- Intrua Financial 2022 Q4 filed Jan. 20, 2023
- Intrua Financial 2022 Q3 filed Nov. 14, 2022
- Intrua Financial 2022 Q2 filed Aug. 12, 2022
- Intrua Financial 2022 Q1 filed May 11, 2022
- Intrua Financial 2021 Q4 filed Feb. 14, 2022
- Intrua Financial 2021 Q3 filed Oct. 28, 2021
- Intrua Financial 2021 Q2 filed Aug. 12, 2021
- Intrua Financial 2021 Q1 filed April 30, 2021
- Intrua Financial 2020 Q4 filed Feb. 3, 2021
- Intrua Financial 2020 Q3 filed Nov. 16, 2020
- Intrua Financial 2020 Q2 filed Aug. 14, 2020