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Lindsey Boettigheimer

Intrua Financial, Llc

Assets Managed
$968.789M
Holdings
456
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
2.2%(2Q avg: 2.58%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Intrua Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 456 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 968.789M in assets, with a quarterly growth rate of 2.2% and a 2-quarter average growth rate of 2.58%. The portfolio is managed by Lindsey Boettigheimer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -1.39%
7.67%
$74.21M
969,562 shares@ $76.55 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 3.02%
4.52%
$43.734M
497,887 shares@ $87.85 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -8.37%
4.25%
$41.089M
63,181 shares@ $650.35 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 721.35%
4.23%
$40.927M
808,670 shares@ $50.62 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 2.05%
4.05%
$39.217M
729,351 shares@ $53.77 avg price
QGRO
American Century Us Quality
Recent Activity
Increased 4.11%
3.41%
$32.95M
313,720 shares@ $105.03 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -4.08%
3.25%
$31.462M
236,731 shares@ $132.91 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 17.91%
3.03%
$29.304M
1.118M shares@ $26.2 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -29.12%
2.87%
$27.737M
64,461 shares@ $430.3 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.5%
1.81%
$17.52M
69,034 shares@ $253.8 avg price

1-10 of 456