Narus Financial Partners, LLC Reduced Holdings in Q4 2024

Narus Financial Partners, LLC

  • $296 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-41.2K
- 60.07%
$50.37 - $50.6 $2.07M - $2.08M
27.4K $1.38B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-13.9K
- 25.91%
$71.75 - $75.11 $997K - $1.04M
39.7K $2.86B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-34.4K
- 44.83%
$23.99 - $24.55 $825K - $844K
42.3K $1.02B
GBIL
Goldman Sachs Access Treasury

ETFs
-7.51K
- 42.44%
$99.85 - $100.22 $749K - $752K
10.2K $1.02B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-16.6K
- 16.45%
$27.8 - $29.05 $462K - $483K
84.4K $2.35B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-6.65K
- 38.59%
$77.02 - $78.58 $512K - $522K
10.6K $818M
IEF
Ishares Barclays

ETFs
-4.6K
- 34.73%
$92.08 - $98.18 $423K - $451K
8.64K $799M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-514
- 1.09%
$60.13 - $67.31 $30.9K - $34.6K
46.4K $2.82B
SPTL
Spdr Portfolio Long Term Treas

ETFs
-8.91K
- 24.34%
$26.05 - $29.17 $232K - $260K
27.7K $726M
XLI
Industrial Sector Spdr

ETFs
-1.52K
- 31.42%
$131.76 - $143.99 $201K - $219K
3.33K $438M
ABBV
Abb Vie Inc.

Healthcare
-821
- 34.09%
$164.99 - $203.87 $135K - $167K
1.59K $282M
XLV
Select Sector Spdr Fund Health

ETFs
-424
- 5.3%
$136.28 - $154.74 $57.8K - $65.6K
7.58K $1.04B
CI
Cigna Corp

Healthcare
-316
- 22.21%
$265.59 - $358.58 $83.9K - $113K
1.11K $306M
IWM
Ishares Russell 2000 ETF

ETFs
-830
- 15.48%
$216.13 - $242.4 $179K - $201K
4.53K $1B
PATH
Ui Path, Inc.

Technology
-13.6K
- 34.87%
$11.95 - $15.5 $163K - $211K
25.4K $323M
KIE
Spdr S&P Insurance ETF

ETFs
-2.3K
- 34.59%
$55.65 - $62.03 $128K - $143K
4.35K $246M
XLP
Consumer Staples Sector Spdr

ETFs
-984
- 12.31%
N/A
7.01K $551M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-660
- 2.53%
$34.13 - $37.35 $22.5K - $24.7K
25.4K $867M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-272
- 1.16%
$44.04 - $49.49 $12K - $13.5K
23.3K $1.02B
ADBE
Adobe Inc.

Technology
-88
- 13.0%
$437.39 - $552.96 $38.5K - $48.7K
589 $262M
XLE
Energy Sector Spdr

ETFs
-610
- 4.72%
$83.32 - $97.27 $50.8K - $59.3K
12.3K $1.05B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.48K
- 21.09%
$38.37 - $42.82 $56.7K - $63.2K
5.53K $212M
XLU
Utilities Sector Spdr

ETFs
-503
- 7.35%
$74.89 - $82.93 $37.7K - $41.7K
6.34K $480M
IAU
Ishares Gold Trust

ETFs
-1.37K
- 7.52%
$48.37 - $52.65 $66.1K - $71.9K
16.8K $831M
GD
General Dynamics Corp

Industrials
-48
- 3.37%
$260.28 - $314.03 $12.5K - $15.1K
1.38K $362M
VBR
Vanguard Small Cap Value ETF

ETFs
-207
- 8.72%
$197.36 - $217.3 $40.9K - $45K
2.17K $430M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-115
- 8.75%
$417.69 - $450.94 $48K - $51.9K
1.2K $511M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-406
- 6.83%
$40.41 - $45.12 $16.4K - $18.3K
5.54K $224M
DFIV
Dimensional ETF Tr

ETFs
-336
- 3.44%
$34.86 - $37.97 $11.7K - $12.8K
9.43K $335M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-69
- 7.38%
$473.11 - $555.48 $32.6K - $38.3K
866 $435M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-1.08K
- 4.91%
$12.74 - $14.23 $13.8K - $15.4K
20.9K $272M
IVV
Ishares Core S&P 500 ETF

ETFs
-100
- 3.1%
$570.51 - $610.59 $57.1K - $61.1K
3.13K $1.84B
JPIB
Jpmorgan International Bond Op

ETFs
-74
- 0.61%
$47.26 - $48.47 $3.5K - $3.59K
12.1K $571M
VIG
Vanguard Dividend Appreciation

ETFs
-60
- 3.63%
N/A
1.59K $312M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-426
- 4.38%
$30.18 - $33.87 $12.9K - $14.4K
9.31K $286M
SIGI
Selective Insurance Group Inc

Financial Services
-92
- 2.98%
$90.05 - $102.09 $8.28K - $9.39K
3K $280M
EME
Emcor Group, Inc.

Industrials
-46
- 4.25%
$427.96 - $526.95 $19.7K - $24.2K
1.04K $470M
GOOG
Alphabet Inc.

Communication Services
-80
- 6.67%
$163.08 - $198.16 $13K - $15.9K
1.12K $213M
MSTR
Microstrategy Inc

Technology
-607
- 38.91%
$162.69 - $473.83 $98.8K - $288K
953 $276M
AXP
American Express CO

Financial Services
-28
- 3.36%
$267.35 - $305.57 $7.49K - $8.56K
805 $239M
XLC
Select Sector Spdr Tr Communic

ETFs
-4
- 0.16%
$89.66 - $102.16 $359 - $409
2.45K $237M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3
- 0.35%
$481.22 - $538.17 $1.44K - $1.61K
853 $436M
VGT
Vanguard Information Technolog

ETFs
-7
- 0.78%
$571.78 - $647.97 $4K - $4.54K
889 $553M
HQY
Healthequity, Inc.

Healthcare
-663
- 10.15%
$78.18 - $104.65 $51.8K - $69.4K
5.87K $563M
JPM
Jpmorgan Chase & CO

Financial Services
-210
- 5.02%
$205.18 - $250.29 $43.1K - $52.6K
3.97K $952M
WMT
Walmart Inc.

Consumer Defensive
-51.8K
- 3.5%
$79.1 - $95.7 $4.1M - $4.96M
1.43M $129B
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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