Intrua Financial, LLC
Top Portfolio Positions
265 positions ·
$318,543,246 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 | 12.90% | |
| GLD |
Spdr Gold Trust
|
64,461 | $27,736,923 | 8.71% | |
| AAPL |
Apple Inc.
Technology
|
69,034 | $17,520,138 | 5.50% | |
| NVDA |
Nvidia Corp
Technology
|
76,775 | $13,389,560 | 4.20% | |
| XOM |
Exxon Mobil Corp
Energy
|
66,887 | $11,348,048 | 3.56% | |
| MSFT |
Microsoft Corp
Technology
|
19,805 | $7,331,216 | 2.30% | |
| UUP |
Invesco DB US Dollar Index Bullish Fund
|
243,172 | $6,755,318 | 2.12% | |
| AVGO |
Broadcom Inc.
Technology
|
21,812 | $6,751,032 | 2.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,912 | $6,021,502 | 1.89% | |
| CVX |
Chevron Corp
Energy
|
27,303 | $5,648,990 | 1.77% |
Portfolio Trend
Holdings in XRN
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $312,142 | 9,436 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $325,253 | 9,640 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $322,672 | 9,572 | Shares | Sole | 2025-10-29 | |
| No 13F history on record for this holder in this stock. | ||||||