Narus Financial Partners, LLC Portfolio Holdings

Narus Financial Partners, LLC

  • $279 Billion
  • Q3 2024

Narus Financial Partners, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $279 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 $119B, Spdr Gold Trust with a value of $4.92B, Vanguard Ftse Developed Market with a value of $4.75B, Technology Sector Spdr with a value of $4.58B, and Vanguard Mid Cap ETF with a value of $4.47B.

Examining the 13F form we can see an increase of $30.8B in the current position value, from $248B to 279B.

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 $279 Billion
ETFs: $123 Billion
Consumer Defensive: $121 Billion
Technology: $14.3 Billion
Financial Services: $4.3 Billion
Communication Services: $3.55 Billion
Consumer Cyclical: $3.03 Billion
Healthcare: $2.42 Billion
Industrials: $1.92 Billion
Other: $471 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$222B
$119 Billion 42.83% of portfolio
1,479,426
Q3 2024 Reduced 0.08%
$3.62T
$4.09 Billion 1.46% of portfolio
17,536
Q3 2024 Reduced 2.68%
$331B
$3.67 Billion 1.32% of portfolio
30,216
Q3 2024 Added 0.51%
$1.27T
$1.76 Billion 0.63% of portfolio
3,069
Q3 2024 Reduced 5.54%
$1.03T
$1.59 Billion 0.57% of portfolio
9,605
Q3 2024 Added 0.21%
$453B
$1.48 Billion 0.53% of portfolio
8,660
Q3 2024 Reduced 3.72%
$1.9T
$1.22 Billion 0.44% of portfolio
6,550
Q3 2024 Reduced 1.96%
$587B
$1.14 Billion 0.41% of portfolio
2,470
Q3 2024 Reduced 2.26%
$3.03T
$1.09 Billion 0.39% of portfolio
2,535
Q3 2024 Reduced 2.42%
$651B
$882 Million 0.32% of portfolio
4,182
Q3 2024 Reduced 20.01%
$360B
$476 Million 0.17% of portfolio
2,408
Q3 2024 Added 8.42%
$528B
$422 Million 0.15% of portfolio
722
Q2 2024 Reduced 0.69%
$387B
$377 Million 0.14% of portfolio
425
Q3 2024 Added 2.41%
$222B
$351 Million 0.13% of portfolio
677
Q3 2024 Reduced 2.17%
$789B
$322 Million 0.12% of portfolio
1,232
Q3 2024 Reduced 15.56%
$474B
$294 Million 0.11% of portfolio
1,070
Q3 2024 Added 17.2%
$233B
$264 Million 0.09% of portfolio
2,296
Q3 2024 New
$487B
$251 Million 0.09% of portfolio
2,141
Q3 2024 Reduced 10.27%
$202B
$226 Million 0.08% of portfolio
833
Q3 2024 Reduced 10.72%
$246B
$226 Million 0.08% of portfolio
4,000
Q3 2024 Reduced 33.6%
$1.05T
$201 Million 0.07% of portfolio
1,200
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $279 Billion
  • Prior Value $248 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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