Intrua Financial, LLC
Annual return '25
+11.7%
SPY '25
+17.7%
Alpha
-6.0ptsvs SPY
Invested
$968.8M
Holdings
455
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q1 2026: Exited (was 983.3k shares)
7.7%
02
$DGRW
WISDOMTREE TR
Q1 2026: Exited (was 483.3k shares)
4.5%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 3.3k shares)
4.2%
04
$JPST
J P MORGAN EXCHANGE TRADED F
Q1 2026: Sold 94.2% (98.5k → 5.8k shares)
4.2%
05
$JBND
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 714.7k shares)
4.0%
06
$QGRO
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 301.3k shares)
3.4%
07
$XLK
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 246.8k shares)
3.2%
08
$PYLD
PIMCO ETF TR
Q1 2026: Exited (was 948.7k shares)
3.0%
09
$GQ9
SPDR GOLD TR
Q1 2026: Exited (was 90.9k shares)
2.9%
10
$AAPL
APPLE INC
Q1 2026: Sold 92.5% (73.8k → 5.5k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.