Narus Financial Partners, LLC Portfolio Holdings

Narus Financial Partners, LLC

  • $294 Billion
  • Q1 2025

Narus Financial Partners, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $294 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $125B, Spdr Gold Trust with a value of $7.13B, Vanguard Ftse Developed Market with a value of $5.53B, Technology Sector Spdr with a value of $5.46B, and Deckers Outdoor Corp with a value of $4.73B.

Examining the 13F form we can see an decrease of $1.67B in the current position value, from $296B to 294B.

Narus Financial Partners, LLC is based out at Salt Lake City, UT

Below you can find more details about Narus Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $294 Billion
ETFs: $128 Billion
Consumer Defensive: $127 Billion
Technology: $13.9 Billion
Consumer Cyclical: $7.97 Billion
Financial Services: $5.19 Billion
Communication Services: $4.08 Billion
Healthcare: $2.47 Billion
Industrials: $1.33 Billion
Other: $505 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$403B
$989 Million 0.34% of portfolio
7,073
Q1 2025 Reduced 25.89%
$0
$935 Million 0.32% of portfolio
25,670
Q1 2025 Added 1.03%
$53.3B
$945 Million 0.32% of portfolio
16,022
Q1 2025 Reduced 4.56%
$0
$911 Million 0.31% of portfolio
12,028
Q1 2025 Reduced 0.21%
$0
$874 Million 0.3% of portfolio
8,720
Q1 2025 Reduced 14.32%
$0
$874 Million 0.3% of portfolio
9,596
Q1 2025 Reduced 12.35%
$0
$864 Million 0.29% of portfolio
16,880
Q1 2025 Reduced 1.92%
$0
$846 Million 0.29% of portfolio
4,243
Q1 2025 Reduced 6.4%
$0
$825 Million 0.28% of portfolio
8,652
Q1 2025 Added 0.16%
$0
$816 Million 0.28% of portfolio
29,940
Q1 2025 Added 8.07%
$157B
$792 Million 0.27% of portfolio
5,155
Q1 2025 Added 15.69%
$0
$694 Million 0.24% of portfolio
5,100
Q1 2025 Reduced 1.47%
$0
$709 Million 0.24% of portfolio
9,058
Q1 2025 Reduced 14.4%
$0
$682 Million 0.23% of portfolio
16,538
Q1 2025 Reduced 1.78%
$0
$680 Million 0.23% of portfolio
1,253
Q1 2025 Added 40.94%
$0
$637 Million 0.22% of portfolio
24,941
Q1 2025 Added 3.69%
$0
$612 Million 0.21% of portfolio
6,522
Q1 2025 Added 3.77%
$570B
$626 Million 0.21% of portfolio
1,788
Q1 2025 Added 8.83%
$0
$632 Million 0.21% of portfolio
8,013
Q1 2025 Added 26.33%
$223B
$594 Million 0.2% of portfolio
2,388
Q1 2025 Added 6.7%
$0
$578 Million 0.2% of portfolio
12,077
Q1 2025 Reduced 0.06%
$18.6B
$565 Million 0.19% of portfolio
3,704
Q1 2025 Reduced 2.29%
$75.9B
$563 Million 0.19% of portfolio
1,099
Q4 2023 Reduced 15.4%
$0
$550 Million 0.19% of portfolio
11,075
Q1 2025 Reduced 13.14%
$0
$540 Million 0.18% of portfolio
4,931
Q1 2025 Reduced 6.63%
$81.3B
$518 Million 0.18% of portfolio
3,095
Q1 2025 Reduced 15.83%
$0
$487 Million 0.17% of portfolio
8,570
Q1 2025 Added 26.49%
$0
$493 Million 0.17% of portfolio
5,349
Q1 2025 Added 33.19%
$7.73B
$512 Million 0.17% of portfolio
5,791
Q1 2025 Reduced 1.35%
Ishares Bitcoin Trust ETF
-
$469 Million 0.16% of portfolio
-
Q1 2025 Added 2.73%
$0
$474 Million 0.16% of portfolio
9,269
Q1 2025 Added 21.72%
$449B
$427 Million 0.15% of portfolio
452
Q1 2025 Added 2.03%
$98.3B
$447 Million 0.15% of portfolio
658
Q1 2021 Added 15.96%
$0
$450 Million 0.15% of portfolio
14,963
Q1 2025 Reduced 2.48%
$0
$420 Million 0.14% of portfolio
1,000
Q1 2025 Reduced 16.67%
$0
$415 Million 0.14% of portfolio
1,119
Q1 2025 Reduced 21.86%
$379B
$398 Million 0.14% of portfolio
760
Q1 2025 Reduced 1.3%
$0
$400 Million 0.14% of portfolio
852
Q1 2025 Reduced 0.12%
$0
$398 Million 0.14% of portfolio
7,803
Q1 2025 Added 4.84%
$102B
$402 Million 0.14% of portfolio
1,223
Q1 2025 Added 10.48%
$347B
$417 Million 0.14% of portfolio
1,988
Q1 2025 Added 25.27%
$0
$416 Million 0.14% of portfolio
10,200
Q1 2025 Reduced 1.66%
$0
$390 Million 0.13% of portfolio
15,492
Q1 2025 Reduced 8.16%
ETF Opportunities Trust
-
$384 Million 0.13% of portfolio
-
Q1 2025 New
$0
$396 Million 0.13% of portfolio
10,745
Q1 2025 Added 0.61%
$0
$393 Million 0.13% of portfolio
11,670
Q1 2025 Reduced 10.74%
$0
$393 Million 0.13% of portfolio
4,804
Q1 2025 Reduced 1.74%
$0
$396 Million 0.13% of portfolio
2,125
Q1 2025 Reduced 1.94%
$51.3B
$353 Million 0.12% of portfolio
730
Q1 2025 Added 0.97%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $294 Billion
  • Prior Value $296 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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