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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.03B
$563 Million 0.19% of portfolio
5,870
Q4 2024 Reduced 10.15%
$6.5B
$323 Million 0.11% of portfolio
25,400
Q4 2024 Reduced 34.87%
$5.63B
$280 Million 0.09% of portfolio
2,996
Q4 2024 Reduced 2.98%
$3.3B
$276 Million 0.09% of portfolio
953
Q4 2024 Reduced 38.91%

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
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