Intrua Financial, LLC
Top Portfolio Positions
266 positions ·
$320,488,599 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
63,181 | $41,089,131 | 12.82% | |
| GLD |
Spdr Gold Trust
|
64,461 | $27,736,923 | 8.65% | |
| AAPL |
Apple Inc.
Technology
|
69,034 | $17,520,138 | 5.47% | |
| NVDA |
Nvidia Corp
Technology
|
76,775 | $13,389,560 | 4.18% | |
| XOM |
Exxon Mobil Corp
Energy
|
66,887 | $11,348,048 | 3.54% | |
| MSFT |
Microsoft Corp
Technology
|
19,805 | $7,331,216 | 2.29% | |
| UUP |
Invesco DB US Dollar Index Bullish Fund
|
243,172 | $6,755,318 | 2.11% | |
| AVGO |
Broadcom Inc.
Technology
|
21,812 | $6,751,032 | 2.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,912 | $6,021,502 | 1.88% | |
| CVX |
Chevron Corp
Energy
|
27,303 | $5,648,990 | 1.76% |
Portfolio Trend
24 quarters · across all stocks
Holdings in MSIF
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $223,892 | 18,382 | Shares | Sole | 2026-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||