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

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%
$87.5B
$4.92 Billion 1.76% of portfolio
20,233
Q3 2024 Reduced 0.8%
$0
$4.75 Billion 1.7% of portfolio
89,865
Q3 2024 Reduced 1.46%
$0
$4.58 Billion 1.64% of portfolio
20,307
Q3 2024 Reduced 8.65%
$0
$4.47 Billion 1.6% of portfolio
16,958
Q3 2024 Added 11.25%
$3.62T
$4.09 Billion 1.46% of portfolio
17,536
Q3 2024 Reduced 2.68%
$0
$4.03 Billion 1.44% of portfolio
53,646
Q3 2024 Added 10.09%
$0
$4 Billion 1.43% of portfolio
14,117
Q3 2024 Reduced 0.32%
$331B
$3.67 Billion 1.32% of portfolio
30,216
Q3 2024 Added 0.51%
$0
$3.59 Billion 1.29% of portfolio
15,153
Q3 2024 Added 7.86%
$0
$3.48 Billion 1.25% of portfolio
68,545
Q3 2024 Reduced 6.01%
$0
$3.18 Billion 1.14% of portfolio
46,957
Q3 2024 Added 7.93%
$0
$3.11 Billion 1.12% of portfolio
61,078
Q3 2024 Added 0.65%
$0
$2.93 Billion 1.05% of portfolio
100,977
Q3 2024 Added 4.96%
$0
$2.93 Billion 1.05% of portfolio
61,137
Q3 2024 Added 9.28%
$0
$2.78 Billion 1.0% of portfolio
48,261
Q3 2024 Added 2.18%
$0
$2.77 Billion 0.99% of portfolio
23,687
Q3 2024 Added 13.98%
$0
$2.62 Billion 0.94% of portfolio
40,403
Q3 2024 Added 3.16%
$0
$2.37 Billion 0.85% of portfolio
13,596
Q3 2024 Added 7.5%
$396M
$2.34 Billion 0.84% of portfolio
167,496
Q3 2024 Added 3.28%
$0
$2.2 Billion 0.79% of portfolio
4,165
Q3 2024 Added 4.36%
$0
$2.12 Billion 0.76% of portfolio
19,928
Q3 2024 Added 16.61%
$0
$2.1 Billion 0.75% of portfolio
14,472
Q3 2024 Added 10.31%
$0
$1.99 Billion 0.71% of portfolio
39,408
Q3 2024 Added 16.4%
Schwab Charles Family Fd
-
$1.99 Billion 0.71% of portfolio
-
Q3 2024 Reduced 38.29%
$0
$1.95 Billion 0.7% of portfolio
43,015
Q3 2024 Added 11.92%
$0
$1.92 Billion 0.69% of portfolio
9,565
Q3 2024 Added 8.62%
$0
$1.89 Billion 0.68% of portfolio
76,710
Q2 2024 Reduced 6.64%
$0
$1.86 Billion 0.67% of portfolio
3,230
Q3 2024 Added 1.6%
$0
$1.78 Billion 0.64% of portfolio
16,416
Q3 2024 Added 15.64%
$0
$1.77 Billion 0.64% of portfolio
17,682
Q3 2024 Reduced 1.77%
$0
$1.75 Billion 0.63% of portfolio
37,825
Q3 2024 Added 56.99%
$1.27T
$1.76 Billion 0.63% of portfolio
3,069
Q3 2024 Reduced 5.54%
$0
$1.71 Billion 0.61% of portfolio
16,854
Q3 2024 Added 4.47%
$0
$1.69 Billion 0.61% of portfolio
35,406
Q3 2024 Added 48.78%
$0
$1.71 Billion 0.61% of portfolio
25,306
Q3 2024 Added 1.41%
$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%
$0
$1.45 Billion 0.52% of portfolio
2,533
Q3 2024 Reduced 2.2%
$0
$1.36 Billion 0.49% of portfolio
17,231
Q3 2024 Added 1.2%
$0
$1.3 Billion 0.47% of portfolio
13,235
Q3 2024 Added 10.61%
$0
$1.32 Billion 0.47% of portfolio
15,756
Q3 2024 Reduced 2.05%
$0
$1.23 Billion 0.44% of portfolio
12,845
Q3 2024 Added 0.15%
$0
$1.23 Billion 0.44% of portfolio
8,007
Q3 2024 Added 4.61%
$1.9T
$1.22 Billion 0.44% of portfolio
6,550
Q3 2024 Reduced 1.96%
$0
$1.18 Billion 0.42% of portfolio
5,363
Q3 2024 Added 27.54%
$0
$1.13 Billion 0.41% of portfolio
12,915
Q3 2024 Reduced 0.19%
$587B
$1.14 Billion 0.41% of portfolio
2,470
Q3 2024 Reduced 2.26%
$0
$1.13 Billion 0.4% of portfolio
23,546
Q3 2024 Added 0.81%

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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