Narus Financial Partners, LLC Portfolio Holdings

Narus Financial Partners, LLC

  • $296 Billion
  • Q4 2024

Narus Financial Partners, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $296 Billion distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $129B, Spdr Gold Trust with a value of $5.42B, Technology Sector Spdr with a value of $5.29B, Vanguard Ftse Developed Market with a value of $5.29B, and Vanguard Mid Cap ETF with a value of $4.68B.

Examining the 13F form we can see an increase of $16.7B in the current position value, from $279B to 296B.

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 $296 Billion
Consumer Defensive: $130 Billion
ETFs: $129 Billion
Technology: $16.3 Billion
Financial Services: $4.74 Billion
Communication Services: $4.72 Billion
Consumer Cyclical: $3.91 Billion
Healthcare: $1.98 Billion
Industrials: $1.56 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.02 Billion 0.34% of portfolio
10,177
Q4 2024 Reduced 42.44%
$0
$1 Billion 0.34% of portfolio
4,533
Q4 2024 Reduced 15.48%
$0
$1.02 Billion 0.34% of portfolio
42,320
Q4 2024 Reduced 44.83%
$0
$956 Million 0.32% of portfolio
10,948
Q4 2024 Added 135.85%
$809B
$952 Million 0.32% of portfolio
3,972
Q4 2024 Reduced 5.02%
$0
$893 Million 0.3% of portfolio
17,210
Q4 2024 Added 1.06%
$91.1B
$852 Million 0.29% of portfolio
3,677
Q4 2024 Added 65.63%
$0
$867 Million 0.29% of portfolio
25,409
Q4 2024 Reduced 2.53%
$0
$818 Million 0.28% of portfolio
10,582
Q4 2024 Reduced 38.59%
$45.8B
$831 Million 0.28% of portfolio
16,787
Q4 2024 Reduced 7.52%
$0
$799 Million 0.27% of portfolio
8,638
Q4 2024 Reduced 34.73%
$0
$726 Million 0.25% of portfolio
27,703
Q4 2024 Reduced 24.34%
$0
$741 Million 0.25% of portfolio
5,176
Q3 2019 Reduced 50.0%
$0
$689 Million 0.23% of portfolio
16,837
Q4 2024 Added 0.18%
$189B
$684 Million 0.23% of portfolio
4,456
Q4 2024 Added 10.0%
$0
$639 Million 0.22% of portfolio
12,750
Q4 2024 Added 6.69%
$0
$588 Million 0.2% of portfolio
1,432
Q4 2024 Added 12.58%
$0
$553 Million 0.19% of portfolio
889
Q4 2024 Reduced 0.78%
$0
$576 Million 0.19% of portfolio
6,285
Q4 2024 Added 9.44%
$0
$551 Million 0.19% of portfolio
7,008
Q4 2024 Reduced 12.31%
$9.43B
$563 Million 0.19% of portfolio
5,870
Q4 2024 Reduced 10.15%
$0
$570 Million 0.19% of portfolio
5,281
Q4 2024 Added 32.99%
$0
$571 Million 0.19% of portfolio
12,084
Q4 2024 Reduced 0.61%
Ishares Bitcoin Trust ETF
-
$518 Million 0.18% of portfolio
-
Q4 2024 Added 1.27%
$569B
$519 Million 0.18% of portfolio
1,643
Q4 2024 Added 53.55%
$1.14T
$531 Million 0.18% of portfolio
1,315
Q4 2024 Added 6.74%
$0
$511 Million 0.17% of portfolio
1,200
Q4 2024 Reduced 8.75%
$72.1B
$516 Million 0.17% of portfolio
1,099
Q4 2023 Reduced 15.4%
$226B
$492 Million 0.17% of portfolio
2,238
Q4 2024 Added 8.48%
$18B
$482 Million 0.16% of portfolio
3,791
Q4 2024 Added 28.38%
$22B
$470 Million 0.16% of portfolio
1,036
Q4 2024 Reduced 4.25%
$0
$480 Million 0.16% of portfolio
6,343
Q4 2024 Reduced 7.35%
$0
$466 Million 0.16% of portfolio
10,372
Q4 2024 Added 1.01%
$0
$436 Million 0.15% of portfolio
853
Q4 2024 Reduced 0.35%
$0
$438 Million 0.15% of portfolio
3,327
Q4 2024 Reduced 31.42%
$0
$437 Million 0.15% of portfolio
4,016
Q4 2024 Added 57.86%
$0
$458 Million 0.15% of portfolio
15,343
Q4 2024 Added 4.87%
$0
$430 Million 0.15% of portfolio
2,167
Q4 2024 Reduced 8.72%
$10.9B
$435 Million 0.15% of portfolio
866
Q4 2024 Reduced 7.38%
$0
$426 Million 0.14% of portfolio
16,868
Q4 2024 Added 0.6%
$106B
$415 Million 0.14% of portfolio
658
Q1 2021 Added 15.96%
$0
$422 Million 0.14% of portfolio
13,074
Q4 2024 Added 4.72%
$0
$409 Million 0.14% of portfolio
6,775
Q4 2024 New
$0
$416 Million 0.14% of portfolio
7,615
Q4 2024 Added 1.48%
$462B
$406 Million 0.14% of portfolio
443
Q4 2024 Added 4.24%
$0
$381 Million 0.13% of portfolio
7,443
Q4 2024 Added 7.64%
$0
$392 Million 0.13% of portfolio
4,889
Q4 2024 Added 5.85%
$0
$392 Million 0.13% of portfolio
7,071
Q4 2024 Added 76.78%
$493B
$390 Million 0.13% of portfolio
770
Q4 2024 Added 6.65%

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $296 Billion
  • Prior Value $279 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
Track This Portfolio

Track Narus Financial Partners, LLC Portfolio

Follow Narus Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Narus Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Narus Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email