Intrua Financial, LLC

13F filer · CIK 0001812792

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$1.09BU.S. long equity reported on 13F

Positions29545 new · 27 closed

Net flow last quarter+$7.99MBuys minus sells

Top 10 positions weight11.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026295 positions
GLDSPDR Gold Trust	$37.1M	3.40%	0.03%	+56.2%	Q2 2020
AAPLApple Inc.	$19.7M	1.80%	0.00%	-1.6%	Q2 2020
NVDANvidia Corp	$15.1M	1.38%	0.00%	-1.7%	Q2 2020
SPYSPDR S&P 500 ETF Trust	$8.79M	0.81%	Not reported	-10.7%	Q2 2020
XOMExxonMobil Holdings Corp	$8.75M	0.80%	0.00%	-4.4%	Q2 2020
AVGOBroadcom Inc.	$7.84M	0.72%	0.00%	-4.9%	Q2 2020
MSFTMicrosoft Corp	$7.52M	0.69%	0.00%	+1.8%	Q2 2020
AMZNAmazon Com Inc	$6.79M	0.62%	0.00%	-1.5%	Q2 2020
ABBVAbbVie Inc.	$5M	0.46%	0.00%	-4.1%	Q2 2020
INCMInnocom Technology Holdings, Inc.	$4.63M	0.42%	0.07%	+18.3%	Q1 2025
CVXChevron Corp	$4.2M	0.38%	0.00%	-7.3%	Q2 2020
GOOGLAlphabet Inc.	$3.8M	0.35%	0.00%	-1.3%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$3.61M	0.33%	Not reported	+0.1%	Q2 2020
MUMicron Technology Inc	$3.41M	0.31%	0.00%	+19.2%	Q3 2025
ORealty Income Corp	$3.19M	0.29%	0.01%	-0.3%	Q2 2020
SPMDSupermedia Inc.	$3.06M	0.28%	Not reported	-1.7%	Q2 2024
ENBEnbridge Inc	$3M	0.27%	0.00%	-7.1%	Q2 2020
GOOGAlphabet Inc.	$2.91M	0.27%	Not reported	-6.3%	Q2 2020
BRK.BBerkshire Hathaway Inc	$2.82M	0.26%	Not reported	+19.2%	Q2 2020
LLYELI LILLY & Co	$2.69M	0.25%	0.00%	+14.0%	Q2 2021
JNJJohnson & Johnson	$2.65M	0.24%	0.00%	-15.0%	Q2 2020
DXPEDXP Enterprises Inc	$2.53M	0.23%	0.10%	Not reported	Q3 2025
JPMJPMorgan Chase & Co	$2.44M	0.22%	0.00%	+2.3%	Q2 2020
VZVerizon Communications Inc	$2.4M	0.22%	0.00%	-0.6%	Q2 2020
EPDEnterprise Products Partners L.P.	$2.15M	0.20%	0.00%	-4.8%	Q2 2020
CSCOCisco Systems, Inc.	$2.13M	0.20%	0.00%	-23.9%	Q2 2020
CPAIChampion Pain Care Corp	$2.11M	0.19%	0.03%	New	Q2 2026
TAt&T Inc.	$2.05M	0.19%	0.00%	+1.8%	Q2 2020
USBUS Bancorp \de\	$2.03M	0.19%	0.00%	-18.8%	Q2 2021
INTCIntel Corp	$1.95M	0.18%	0.00%	+14.0%	Q2 2020
ETEnergy Transfer LP	$1.94M	0.18%	0.00%	-4.5%	Q2 2020
SPTSSports Media Inc	$1.89M	0.17%	Not reported	-4.2%	Q2 2021
TSLATesla, Inc.	$1.88M	0.17%	0.00%	+2.2%	Q2 2020
SMHMarket Vectors ETF Trust	$1.86M	0.17%	Not reported	-2.7%	Q4 2021
AMGNAmgen Inc	$1.84M	0.17%	0.00%	-2.2%	Q2 2021
WMTWalmart Inc.	$1.8M	0.17%	0.00%	-1.6%	Q2 2020
COPConocophillips	$1.79M	0.16%	0.00%	-3.3%	Q2 2020
RTXRTX Corp	$1.66M	0.15%	0.00%	-2.6%	Q2 2020
AMDAdvanced Micro Devices Inc	$1.66M	0.15%	0.00%	+19.5%	Q4 2023
FVDFirst Trust Value Line Dividend Fund	$1.65M	0.15%	Not reported	-8.9%	Q2 2020
PFEPfizer Inc	$1.57M	0.14%	0.00%	-12.4%	Q2 2020
IBMInternational Business Machines Corp	$1.5M	0.14%	0.00%	+6.5%	Q2 2020
CLSCelestica Inc	$1.47M	0.13%	0.00%	+5.6%	Q1 2025
PGPROCTER & GAMBLE Co	$1.43M	0.13%	0.00%	+6.1%	Q2 2020
PSXPhillips 66	$1.43M	0.13%	0.00%	-2.2%	Q2 2020
LMTLockheed Martin Corp	$1.39M	0.13%	0.00%	-8.1%	Q2 2020
DOCHealthpeak Properties, Inc.	$1.37M	0.13%	0.01%	-4.3%	Q2 2023
AALAmerican Airlines Group Inc.	$1.27M	0.12%	0.01%	New	Q2 2026
ABTAbbott Laboratories	$1.26M	0.12%	0.00%	+18.3%	Q2 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.24M	0.11%	0.00%	-0.1%	Q1 2024

Q1 2026Reported Apr 23, 2026275 positions
GLDSPDR Gold Trust	$27.7M	2.86%	0.02%	-29.1%	Q2 2020
AAPLApple Inc.	$17.5M	1.81%	0.00%	-6.5%	Q2 2020
NVDANvidia Corp	$13.4M	1.38%	0.00%	-9.4%	Q2 2020
XOMExxonMobil Holdings Corp	$11.3M	1.17%	0.00%	-5.2%	Q2 2020
SPYSPDR S&P 500 ETF Trust	$8.57M	0.88%	Not reported	-16.9%	Q2 2020
MSFTMicrosoft Corp	$7.33M	0.76%	0.00%	+2.0%	Q2 2020
UUPInvesco DB US Dollar Index Bullish Fund	$6.76M	0.70%	1.18%	-4.0%	Q1 2023
AVGOBroadcom Inc.	$6.75M	0.70%	0.00%	-10.7%	Q2 2020
AMZNAmazon Com Inc	$6.02M	0.62%	0.00%	-3.5%	Q2 2020
CVXChevron Corp	$5.65M	0.58%	0.00%	-5.3%	Q2 2020
ABBVAbbVie Inc.	$4.5M	0.46%	0.00%	-0.9%	Q2 2020
INCMInnocom Technology Holdings, Inc.	$3.9M	0.40%	0.06%	+11.9%	Q1 2025
ENBEnbridge Inc	$3.22M	0.33%	0.00%	-7.9%	Q2 2020
ORealty Income Corp	$3.16M	0.33%	0.01%	-1.8%	Q2 2020
GOOGLAlphabet Inc.	$3.1M	0.32%	0.00%	-12.8%	Q2 2020
JNJJohnson & Johnson	$3.01M	0.31%	0.00%	-14.8%	Q2 2020
VZVerizon Communications Inc	$2.86M	0.30%	0.00%	-2.2%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$2.83M	0.29%	Not reported	+2.1%	Q2 2020
TAt&T Inc.	$2.81M	0.29%	0.00%	-9.6%	Q2 2020
SPMDSupermedia Inc.	$2.73M	0.28%	Not reported	-5.8%	Q2 2024
GOOGAlphabet Inc.	$2.52M	0.26%	Not reported	+4.3%	Q2 2020
COPConocophillips	$2.36M	0.24%	0.00%	+0.2%	Q2 2020
EPDEnterprise Products Partners L.P.	$2.33M	0.24%	0.00%	-4.3%	Q2 2020
BRK.BBerkshire Hathaway Inc	$2.26M	0.23%	Not reported	-9.8%	Q2 2020
USBUS Bancorp \de\	$2.15M	0.22%	0.00%	-3.0%	Q2 2021
JPMJPMorgan Chase & Co	$2.15M	0.22%	0.00%	-7.4%	Q2 2020
DXPEDXP Enterprises Inc	$2.09M	0.22%	0.10%	-1.8%	Q3 2025
PFEPfizer Inc	$2.09M	0.22%	0.00%	-2.9%	Q2 2020
ETEnergy Transfer LP	$2.05M	0.21%	0.00%	-11.6%	Q2 2020
WMTWalmart Inc.	$2.01M	0.21%	0.00%	-8.2%	Q2 2020
SPTSSports Media Inc	$1.98M	0.20%	Not reported	-6.0%	Q2 2021
CSCOCisco Systems, Inc.	$1.85M	0.19%	0.00%	-1.0%	Q2 2020
AMGNAmgen Inc	$1.82M	0.19%	0.00%	-5.8%	Q2 2021
LLYELI LILLY & Co	$1.81M	0.19%	0.00%	+9.8%	Q2 2021
LMTLockheed Martin Corp	$1.8M	0.19%	0.00%	-11.3%	Q2 2020
FVDFirst Trust Value Line Dividend Fund	$1.77M	0.18%	Not reported	-2.1%	Q2 2020
RTXRTX Corp	$1.74M	0.18%	0.00%	-12.4%	Q2 2020
TSLATesla, Inc.	$1.62M	0.17%	0.00%	+12.7%	Q2 2020
PSXPhillips 66	$1.57M	0.16%	0.00%	-12.2%	Q2 2020
PEPPepsico Inc	$1.51M	0.16%	0.00%	-6.6%	Q2 2020
BXBlackstone Inc.	$1.42M	0.15%	0.00%	+23.8%	Q2 2020
PGPROCTER & GAMBLE Co	$1.33M	0.14%	0.00%	-11.0%	Q2 2020
AAAUGoldman Sachs Physical Gold ETF	$1.31M	0.14%	0.05%	+43.7%	Q3 2025
BMYBristol Myers Squibb Co	$1.28M	0.13%	0.00%	-0.1%	Q3 2021
METAMeta Platforms, Inc.	$1.24M	0.13%	Not reported	-1.1%	Q2 2020
SHELShell plc	$1.23M	0.13%	0.00%	-6.2%	Q1 2022
BCEBce Inc	$1.23M	0.13%	0.01%	-3.8%	Q2 2021
MDTMedtronic plc	$1.22M	0.13%	0.00%	+3.9%	Q2 2020
IBMInternational Business Machines Corp	$1.22M	0.13%	0.00%	-3.1%	Q2 2020
ABTAbbott Laboratories	$1.2M	0.12%	0.00%	+4.6%	Q2 2020

Q4 2025Reported Feb 5, 2026275 positions
GLDSPDR Gold Trust	$36M	3.80%	0.03%	+0.7%	Q2 2020
AAPLApple Inc.	$20.1M	2.12%	0.00%	+7.5%	Q2 2020
NVDANvidia Corp	$15.8M	1.67%	0.00%	+15.5%	Q2 2020
SPYSPDR S&P 500 ETF Trust	$10.8M	1.14%	Not reported	+0.9%	Q2 2020
MSFTMicrosoft Corp	$9.39M	0.99%	0.00%	+2.6%	Q2 2020
XOMExxonMobil Holdings Corp	$8.49M	0.90%	0.00%	+3.5%	Q2 2020
AVGOBroadcom Inc.	$8.45M	0.89%	0.00%	+3.2%	Q2 2020
AMZNAmazon Com Inc	$6.91M	0.73%	0.00%	-0.7%	Q2 2020
UUPInvesco DB US Dollar Index Bullish Fund	$6.85M	0.72%	4.52%	+1451.0%	Q1 2023
ABBVAbbVie Inc.	$4.77M	0.50%	0.00%	-6.4%	Q2 2020
CVXChevron Corp	$4.4M	0.46%	0.00%	-6.8%	Q2 2020
GOOGLAlphabet Inc.	$3.87M	0.41%	0.00%	-1.8%	Q2 2020
INCMInnocom Technology Holdings, Inc.	$3.4M	0.36%	0.05%	+29.5%	Q1 2025
ENBEnbridge Inc	$3.09M	0.33%	0.00%	-4.5%	Q2 2020
JNJJohnson & Johnson	$2.99M	0.31%	0.00%	-14.9%	Q2 2020
ORealty Income Corp	$2.96M	0.31%	0.01%	+3.4%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$2.95M	0.31%	Not reported	-1.9%	Q2 2020
SPMDSupermedia Inc.	$2.83M	0.30%	Not reported	+138.4%	Q2 2024
TAt&T Inc.	$2.67M	0.28%	0.00%	+6.5%	Q2 2020
GOOGAlphabet Inc.	$2.64M	0.28%	Not reported	-1.3%	Q2 2020
BRK.BBerkshire Hathaway Inc	$2.63M	0.28%	Not reported	-5.5%	Q2 2020
PHYSSprott Physical Gold Trust	$2.59M	0.27%	0.02%	+19.6%	Q2 2021
JPMJPMorgan Chase & Co	$2.54M	0.27%	0.00%	+2.7%	Q2 2020
VZVerizon Communications Inc	$2.38M	0.25%	0.00%	-4.6%	Q2 2020
USBUS Bancorp \de\	$2.27M	0.24%	0.00%	-2.7%	Q2 2021
SPTSSports Media Inc	$2.11M	0.22%	Not reported	+4.8%	Q2 2021
EPDEnterprise Products Partners L.P.	$2.06M	0.22%	0.00%	-11.5%	Q2 2020
IAUIshares Gold Trust	$1.98M	0.21%	0.00%	-1.5%	Q2 2020
ETEnergy Transfer LP	$1.98M	0.21%	0.00%	-7.2%	Q2 2020
WMTWalmart Inc.	$1.96M	0.21%	0.00%	-11.1%	Q2 2020
LLYELI LILLY & Co	$1.93M	0.20%	0.00%	+53.0%	Q2 2021
PFEPfizer Inc	$1.91M	0.20%	0.00%	-1.2%	Q2 2020
RTXRTX Corp	$1.88M	0.20%	0.00%	+0.9%	Q2 2020
CSCOCisco Systems, Inc.	$1.85M	0.20%	0.00%	-1.7%	Q2 2020
AMGNAmgen Inc	$1.8M	0.19%	0.00%	-4.0%	Q2 2021
MDYSPDR S&P Midcap 400 ETF Trust	$1.79M	0.19%	Not reported	Not reported	Q2 2021
FVDFirst Trust Value Line Dividend Fund	$1.77M	0.19%	Not reported	+2.6%	Q2 2020
TSLATesla, Inc.	$1.74M	0.18%	0.00%	-13.5%	Q2 2020
DXPEDXP Enterprises Inc	$1.67M	0.18%	0.10%	-1.8%	Q3 2025
COPConocophillips	$1.67M	0.18%	0.00%	+4.7%	Q2 2020
LMTLockheed Martin Corp	$1.62M	0.17%	0.00%	-20.0%	Q2 2020
BXBlackstone Inc.	$1.54M	0.16%	0.00%	+40.9%	Q2 2020
IBMInternational Business Machines Corp	$1.53M	0.16%	0.00%	+38.1%	Q2 2020
PEPPepsico Inc	$1.5M	0.16%	0.00%	+3.0%	Q2 2020
PGPROCTER & GAMBLE Co	$1.48M	0.16%	0.00%	+5.3%	Q2 2020
METAMeta Platforms, Inc.	$1.45M	0.15%	Not reported	-5.7%	Q2 2020
ABTAbbott Laboratories	$1.4M	0.15%	0.00%	-16.3%	Q2 2020
MDTMedtronic plc	$1.3M	0.14%	0.00%	-1.8%	Q2 2020
OMCOmnicom Group Inc.	$1.29M	0.14%	0.01%	+49.8%	Q4 2021
PSXPhillips 66	$1.27M	0.13%	0.00%	+4.5%	Q2 2020

Q3 2025Reported Oct 29, 2025273 positions
GLDSPDR Gold Trust	$32.1M	3.49%	0.03%	+8.6%	Q2 2020
AAPLApple Inc.	$17.5M	1.90%	0.00%	+12.3%	Q2 2020
NVDANvidia Corp	$13.7M	1.49%	0.00%	+14.0%	Q2 2020
SPYSPDR S&P 500 ETF Trust	$10.5M	1.14%	Not reported	+29.3%	Q2 2020
MSFTMicrosoft Corp	$9.8M	1.06%	0.00%	+6.1%	Q2 2020
AVGOBroadcom Inc.	$7.81M	0.85%	0.00%	-0.3%	Q2 2020
XOMExxonMobil Holdings Corp	$7.69M	0.84%	0.00%	-3.5%	Q2 2020
AMZNAmazon Com Inc	$6.62M	0.72%	0.00%	+25.9%	Q2 2020
ABBVAbbVie Inc.	$5.17M	0.56%	0.00%	+7.6%	Q2 2020
CVXChevron Corp	$4.81M	0.52%	0.00%	+21.5%	Q2 2020
ENBEnbridge Inc	$3.41M	0.37%	0.00%	-9.5%	Q2 2020
JNJJohnson & Johnson	$3.14M	0.34%	0.00%	+5.3%	Q2 2020
ORealty Income Corp	$3.09M	0.34%	0.01%	+4.2%	Q2 2020
GOOGLAlphabet Inc.	$3.06M	0.33%	0.00%	-1.0%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$2.94M	0.32%	Not reported	+178.5%	Q2 2020
TAt&T Inc.	$2.85M	0.31%	0.00%	-5.7%	Q2 2020
BRK.BBerkshire Hathaway Inc	$2.79M	0.30%	Not reported	-15.5%	Q2 2020
VZVerizon Communications Inc	$2.69M	0.29%	0.00%	+3.9%	Q2 2020
INCMInnocom Technology Holdings, Inc.	$2.6M	0.28%	0.04%	+58.7%	Q1 2025
JPMJPMorgan Chase & Co	$2.42M	0.26%	0.00%	+12.0%	Q2 2020
EPDEnterprise Products Partners L.P.	$2.27M	0.25%	0.00%	+1.3%	Q2 2020
ETEnergy Transfer LP	$2.22M	0.24%	0.00%	+13.0%	Q2 2020
USBUS Bancorp \de\	$2.11M	0.23%	0.00%	-5.3%	Q2 2021
LMTLockheed Martin Corp	$2.09M	0.23%	0.00%	+1.2%	Q2 2020
GOOGAlphabet Inc.	$2.08M	0.23%	Not reported	+34.2%	Q2 2020
WMTWalmart Inc.	$2.04M	0.22%	0.00%	+5.9%	Q2 2020
SPTSSports Media Inc	$2.02M	0.22%	Not reported	Not reported	Q2 2021
TSLATesla, Inc.	$1.99M	0.22%	0.00%	+72.1%	Q2 2020
PFEPfizer Inc	$1.98M	0.21%	0.00%	+0.3%	Q2 2020
PHYSSprott Physical Gold Trust	$1.94M	0.21%	0.02%	Not reported	Q2 2021
DXPEDXP Enterprises Inc	$1.85M	0.20%	0.10%	New	Q3 2025
IAUIshares Gold Trust	$1.8M	0.20%	0.00%	+106.2%	Q2 2020
ABTAbbott Laboratories	$1.79M	0.19%	0.00%	+8.8%	Q2 2020
FVDFirst Trust Value Line Dividend Fund	$1.73M	0.19%	Not reported	-10.3%	Q2 2020
METAMeta Platforms, Inc.	$1.71M	0.19%	Not reported	+109.4%	Q2 2020
RTXRTX Corp	$1.7M	0.18%	0.00%	+15.3%	Q2 2020
CSCOCisco Systems, Inc.	$1.67M	0.18%	0.00%	-6.9%	Q2 2020
AMGNAmgen Inc	$1.62M	0.18%	0.00%	-1.4%	Q2 2021
COPConocophillips	$1.61M	0.17%	0.00%	+1.9%	Q2 2020
IBITiShares Bitcoin Trust ETF	$1.56M	0.17%	0.00%	+47.5%	Q4 2024
OKLOOklo Inc.	$1.54M	0.17%	0.01%	-23.1%	Q3 2024
PGPROCTER & GAMBLE Co	$1.5M	0.16%	0.00%	+0.3%	Q2 2020
PEPPepsico Inc	$1.42M	0.15%	0.00%	-3.1%	Q2 2020
MDTMedtronic plc	$1.32M	0.14%	0.00%	-8.4%	Q2 2020
PSXPhillips 66	$1.28M	0.14%	0.00%	+0.9%	Q2 2020
ORCLOracle Corp	$1.28M	0.14%	0.00%	+25.9%	Q2 2020
BXBlackstone Inc.	$1.21M	0.13%	0.00%	-9.4%	Q2 2020
DOCHealthpeak Properties, Inc.	$1.21M	0.13%	0.01%	+1.6%	Q2 2023
PLTRPalantir Technologies Inc.	$1.19M	0.13%	0.00%	+16.0%	Q3 2023
BCEBce Inc	$1.18M	0.13%	0.01%	-3.3%	Q2 2021

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