Narus Financial Partners, LLC Reduced Holdings in Q3 2025

Narus Financial Partners, LLC

  • $93.9 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.55K
- 11.59%
$72.57 - $74.72 $258K - $265K
27.1K $2.01B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-642
- 18.12%
$567.77 - $614.76 $365K - $395K
2.9K $1.78B
AGZ
Ishares Agency Bond ETF

ETFs
-2.1K
- 51.06%
$108.74 - $110.41 $229K - $232K
2.02K $222M
MBB
Ishares Tr

ETFs
-2.41K
- 35.91%
$92.46 - $95.73 $223K - $231K
4.31K $410M
IBM
International Business Machines Corp

Technology
-616
- 25.35%
$234.77 - $292.47 $145K - $180K
1.81K $512M
DFAI
Dimensional ETF Tr

ETFs
-5.9K
- 51.28%
$34.05 - $36.55 $201K - $216K
5.61K $204M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.27K
- 41.0%
$82.96 - $95.7 $189K - $218K
3.27K $294M
CI
Cigna Corp

Healthcare
-402
- 35.92%
$262.23 - $334.39 $105K - $134K
717 $207M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.14K
- 17.94%
$50.47 - $50.74 $158K - $159K
14.3K $728M
ADBE
Adobe Inc.

Technology
-320
- 26.89%
$333.65 - $392.1 $107K - $125K
870 $307M
DFIV
Dimensional ETF Tr

ETFs
-3.03K
- 40.33%
$42.66 - $46.53 $129K - $141K
4.49K $207M
HQY
Healthequity, Inc.

Healthcare
-555
- 9.26%
$87.42 - $103.12 $48.5K - $57.2K
5.44K $516M
NFLX
Netflix Inc

Communication Services
-59
- 21.15%
$1147.87 - $1297.18 $67.7K - $76.5K
220 $264M
UNH
Unitedhealth Group Inc

Healthcare
-399
- 36.41%
$237.77 - $353.61 $94.9K - $141K
697 $241M
AVGO
Broadcom Inc.

Technology
-814
- 26.35%
$264.74 - $369.57 $215K - $301K
2.28K $751M
VOE
Vanguard Mid Cap Value Index F

ETFs
-754
- 24.04%
$164.63 - $174.58 $124K - $132K
2.38K $416M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-13
- 18.06%
$5364.25 - $5815.92 $69.7K - $75.6K
59 $319M
WFC
Wells Fargo & Company

Financial Services
-1.37K
- 25.77%
$77.05 - $85.16 $106K - $117K
3.95K $331M
VCR
Vanguard Consumer Discretionar

ETFs
-287
- 30.79%
$359.61 - $401.35 $103K - $115K
645 $256M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.33K
- 21.14%
$30.02 - $30.29 $69.9K - $70.5K
8.69K $263M
VIG
Vanguard Dividend Appreciation

ETFs
-398
- 22.97%
N/A
1.34K $288M
NTAP
Net App, Inc.

Technology
-735
- 29.6%
$101.1 - $126.36 $74.3K - $92.9K
1.75K $207M
MCK
Mckesson Corp

Healthcare
-85
- 19.86%
$659.01 - $772.54 $56K - $65.7K
343 $265M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-1.75K
- 15.67%
$38.52 - $41.26 $67.6K - $72.4K
9.44K $388M
EWJ
Ishares Msci Japan ETF

ETFs
-784
- 22.46%
$71.69 - $81.49 $56.2K - $63.9K
2.71K $217M
COST
Costco Wholesale Corp

Consumer Defensive
-15
- 3.33%
$915.95 - $994.57 $13.7K - $14.9K
436 $403M
GBIL
Goldman Sachs Access Treasury

ETFs
-407
- 3.75%
$99.82 - $100.23 $40.6K - $40.8K
10.5K $1.05B
SPMD
Spdr Portfolio

ETFs
-876
- 9.25%
$54.43 - $58.29 $47.7K - $51.1K
8.6K $492M
CAT
Caterpillar Inc

Industrials
-187
- 24.74%
$390.92 - $477.15 $73.1K - $89.2K
569 $271M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-498
- 9.85%
$62.54 - $68.42 $31.1K - $34.1K
4.56K $308M
FTCS
First Trust Capital Strength E

ETFs
-189
- 7.3%
$89.72 - $93.74 $17K - $17.7K
2.4K $225M
AZO
Autozone Inc

Consumer Cyclical
-11
- 16.18%
$3649.42 - $4354.54 $40.1K - $47.9K
57 $245M
GE
General Electric CO

Industrials
-185
- 16.73%
$244.75 - $305.63 $45.3K - $56.5K
921 $277M
VCIT
Vanguard Intermediate Term Cor

ETFs
-143
- 2.47%
$81.75 - $84.54 $11.7K - $12.1K
5.66K $476M
JPIB
Jpmorgan International Bond Op

ETFs
-170
- 1.23%
$48.32 - $49.13 $8.21K - $8.35K
13.6K $668M
PLTR
Palantir Technologies Inc.

Technology
-512
- 25.69%
$130.68 - $186.97 $66.9K - $95.7K
1.48K $270M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-27
- 0.3%
$78.11 - $79.07 $2.11K - $2.13K
9.12K $719M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-743
- 7.93%
$42.26 - $47.16 $31.4K - $35K
8.63K $400M
ABBV
Abb Vie Inc.

Healthcare
-391
- 19.36%
$184.85 - $231.54 $72.3K - $90.5K
1.63K $377M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-276
- 3.51%
$52.12 - $55.33 $14.4K - $15.3K
7.58K $420M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-48
- 5.68%
$546.99 - $602.2 $26.3K - $28.9K
797 $478M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-176
- 3.13%
$42.67 - $46.91 $7.51K - $8.26K
5.46K $255M
TSLA
Tesla, Inc.

Consumer Cyclical
-381
- 26.06%
$293.94 - $444.72 $112K - $169K
1.08K $481M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.38K
- 4.91%
$72.65 - $78.68 $100K - $109K
26.8K $2.1B
Activity Summary
Buys All Purchases 16 New Holdings 3 Increased Positions 13 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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