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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.29B
$535 Million 0.19% of portfolio
6,533
Q3 2024 Added 0.11%
$5.89B
$499 Million 0.18% of portfolio
39,000
Q3 2024 Reduced 11.36%
$5.53B
$288 Million 0.1% of portfolio
3,088
Q3 2024 Reduced 6.76%
$2.31B
$263 Million 0.09% of portfolio
1,560
Q3 2024 New
$6.45B
$250 Million 0.09% of portfolio
2,480
Q3 2024 Reduced 11.43%

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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