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Lindsey Boettigheimer

Intrua Financial, Llc

Assets Managed
$1.091B
Holdings
491
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
12.62%(2Q avg: 7.41%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Intrua Financial, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 491 positions.

Assets under management

The assets under management (AUM) of Intrua Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.091B in assets, with a quarterly growth rate of 12.62% and a 2-quarter average growth rate of 7.41%. The portfolio is managed by Lindsey Boettigheimer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -0.78%
7.75%
$84.534M
961,927 shares@ $87.89 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 8.54%
4.49%
$48.95M
256,928 shares@ $190.53 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Decreased -0.14%
4.36%
$47.538M
497,158 shares@ $95.62 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -8.71%
3.95%
$43.067M
57,673 shares@ $746.76 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 1.8%
3.65%
$39.723M
742,478 shares@ $53.51 avg price
QGRO
American Century Us Quality
Recent Activity
Increased 1%
3.43%
$37.403M
316,840 shares@ $118.06 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 56.16%
3.4%
$37.082M
100,661 shares@ $368.39 avg price
CGCB
Cap Group Core Bond
Recent Activity
New Position
3.12%
$34.011M
1.299M shares@ $26.19 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 2.88%
2.8%
$30.516M
1.151M shares@ $26.53 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.57%
1.81%
$19.662M
67,949 shares@ $289.36 avg price

1-10 of 491