Narus Financial Partners, LLC Incresed Positions in Q4 2024

Narus Financial Partners, LLC

  • $296 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
175
+ 8.48%
$204.9 - $238.04 $35.9K - $41.7K
2.24K $492M
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 4.24%
$873.59 - $994.69 $15.7K - $17.9K
443 $406M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
800
+ 6.69%
$49.79 - $51.14 $39.8K - $40.9K
12.8K $639M
MBB
Ishares Tr

ETFs
542
+ 9.44%
$91.26 - $95.82 $49.5K - $51.9K
6.29K $576M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
835
+ 8.48%
$36.54 - $37.53 $30.5K - $31.3K
10.7K $393M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.7K
+ 7.58%
$24.94 - $26.14 $42.3K - $44.3K
24.1K $601M
NTAP
Net App, Inc.

Technology
312
+ 11.76%
$115.31 - $131.11 $36K - $40.9K
2.97K $344M
SPSB
Spdr Portfolio Short Term Corp

ETFs
712
+ 4.87%
$29.77 - $30.19 $21.2K - $21.5K
15.3K $458M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
528
+ 7.64%
$51.09 - $55.27 $27K - $29.2K
7.44K $381M
SPMD
Spdr Portfolio

ETFs
111
+ 1.48%
$54.13 - $59.56 $6.01K - $6.61K
7.62K $416M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
104
+ 1.01%
$44.33 - $49.55 $4.61K - $5.15K
10.4K $466M
QCOM
Qualcomm Inc

Technology
405
+ 10.0%
$150.4 - $178.04 $60.9K - $72.1K
4.46K $684M
SJNK
Spdr Bloomberg Short Term High

ETFs
100
+ 0.6%
$25.09 - $25.69 $2.51K - $2.57K
16.9K $426M
HYD
Vaneck High Yield Muni ETF

ETFs
180
+ 1.06%
$51.09 - $53.06 $9.2K - $9.55K
17.2K $893M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
30
+ 0.18%
$40.38 - $44.35 $1.21K - $1.33K
16.8K $689M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
589
+ 4.72%
$31.83 - $34.97 $18.7K - $20.6K
13.1K $422M
GE
General Electric CO

Industrials
5
+ 0.4%
$159.95 - $194.23 $800 - $971
1.26K $209M
VTV
Vanguard Value ETF

ETFs
266
+ 1.96%
$168.32 - $181.87 $44.8K - $48.4K
13.9K $2.35B
UNH
Unitedhealth Group Inc

Healthcare
48
+ 6.65%
$485.52 - $625.25 $23.3K - $30K
770 $390M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
18
+ 0.14%
$91.94 - $100.02 $1.65K - $1.8K
12.9K $1.19B
NVS
Novartis Ag

Healthcare
33
+ 1.44%
$96.78 - $117.18 $3.19K - $3.87K
2.33K $227M
TGT
Target Corp

Consumer Defensive
61
+ 2.36%
$121.59 - $160.69 $7.42K - $9.8K
2.65K $358M
EFV
Msci Eafe Value ETF

ETFs
3.35K
+ 6.95%
$51.78 - $57.15 $174K - $192K
51.6K $2.71B
Activity Summary
Buys All Purchases 85 New Holdings 11 Increased Positions 74 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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