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Narus Financial Partners

Latest statistics and disclosures from Narus Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are WMT, XLK, VEA, GLD, VTI, and represent 45.39% of Narus Financial Partners's stock portfolio.
Added to shares of these 10 stocks: WMT (+$59M), HUM, EPI, DFSD, VOO, XLK, SUB, XLY, DBO, BND.
Started 11 new stock positions in BLD, XLC, GBTC, HUM, SFM, TRV, EXTR, VOT, FLOT, AXP. AMP.
Reduced shares in these 10 stocks: SCTXX, SHY, COM, JPST, , FLTB, TSM, MCHP, EFA, VWO.
Sold out of its positions in FLTB, MCHP, TSM, TSLA.
Narus Financial Partners was a net buyer of stock by $67M.
Narus Financial Partners has $234M in assets under management (AUM), dropping by 12.87%.
Central Index Key (CIK): 0001698091

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Portfolio Holdings for Narus Financial Partners

Narus Financial Partners holds 142 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wal-Mart Stores (WMT)	38.0	$89M	+197%	1.5M	60.17	View chart
Select Sector Spdr Tr Technology (XLK)	2.0	$4.7M	+9%	23k	208.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$4.5M	+6%	90k	50.17	View chart
Spdr Gold Tr Gold Shs (GLD)	1.8	$4.3M		21k	205.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$3.8M		15k	259.89	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	1.6	$3.7M	-6%	74k	50.45	View chart
Schwab Charles Family Amt Tax Free Mny (SCTXX)	1.6	$3.7M	-27%	3.7M	1.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$3.5M	+10%	14k	249.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.4	$3.3M	+11%	46k	72.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$3.2M	+5%	14k	228.58	View chart
Apple (AAPL)	1.4	$3.2M		19k	171.48	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.3	$3.0M	-4%	39k	77.31	View chart
Humana (HUM)	1.3	$2.9M	NEW	8.5k	346.72	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.2	$2.9M	+7%	57k	50.74	View chart
NVIDIA Corporation (NVDA)	1.2	$2.8M		3.1k	903.42	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.2	$2.8M	+2%	44k	63.33	View chart
Invesco Db Multi-sector Comm Oil Fd (DBO)	1.1	$2.6M	+14%	170k	15.54	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$2.6M	+3%	48k	54.40	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	1.1	$2.6M	+8%	93k	28.18	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	1.1	$2.5M	+12%	54k	46.40	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.0	$2.3M	+7%	38k	62.34	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$2.0M	-6%	13k	162.85	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	0.9	$2.0M		82k	24.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.8M	+13%	17k	110.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$1.8M	+36%	3.7k	480.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$1.8M	+9%	3.4k	525.69	View chart
Vanguard World Comm Srvc Etf (VOX)	0.7	$1.7M	+15%	13k	131.22	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.7	$1.7M	+20%	17k	100.89	View chart
Select Sector Spdr Tr Financial (XLF)	0.7	$1.6M	+6%	39k	42.12	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.7	$1.6M	+29%	8.7k	183.88	View chart
Meta Platforms Cl A (META)	0.7	$1.6M	-6%	3.2k	485.58	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$1.6M	+34%	15k	104.73	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.7	$1.5M		25k	61.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$1.5M		15k	97.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.4M		9.4k	150.93	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$1.4M	-11%	17k	79.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.4M	-7%	2.6k	523.17	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$1.3M	-3%	13k	94.41	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.5	$1.2M	+473%	29k	43.56	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.5	$1.2M	+3%	50k	24.40	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.5	$1.2M		13k	94.66	View chart
Amazon (AMZN)	0.5	$1.2M		6.5k	180.38	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$1.2M	-2%	7.9k	147.73	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.5	$1.2M		13k	90.44	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$1.1M	+30%	15k	76.67	View chart
Ishares Tr Global Tech Etf (IXN)	0.5	$1.1M		15k	74.81	View chart
Oracle Corporation (ORCL)	0.5	$1.1M	-7%	9.0k	125.61	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.5	$1.1M		39k	27.94	View chart
Microsoft Corporation (MSFT)	0.5	$1.1M	-3%	2.6k	420.74	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.1M		5.3k	200.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.0M		2.5k	420.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$960k	-13%	23k	41.77	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$930k	+185%	20k	47.04	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$925k		26k	35.84	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$908k		8.4k	107.59	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.4	$890k		17k	52.26	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$879k		4.2k	210.30	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$818k		11k	77.73	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$795k		19k	42.01	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$697k		17k	40.90	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$692k	+56%	15k	45.56	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$692k	-5%	4.4k	155.91	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.3	$663k		5.2k	128.09	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$631k	+3%	5.0k	125.96	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$598k	+3%	7.8k	76.36	View chart
Qualcomm (QCOM)	0.3	$595k	-2%	3.5k	169.30	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$569k	+2%	16k	36.59	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$539k		1.4k	397.76	View chart
Direxion Shs Etf Tr Auspce Cmd Stg (COM)	0.2	$527k	-45%	19k	28.30	View chart
Northrop Grumman Corporation (NOC)	0.2	$526k		1.1k	478.66	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$519k	+78%	10k	50.60	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$514k	-4%	2.7k	191.91	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$510k	+152%	5.6k	91.80	View chart
Cigna Corp (CI)	0.2	$502k	-6%	1.4k	363.19	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$497k	+7%	5.4k	92.42	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$495k	+3%	5.9k	84.09	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$475k	+9%	19k	25.28	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.2	$472k	-11%	4.4k	108.05	View chart
General Dynamics Corporation (GD)	0.2	$470k		1.7k	282.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$468k		1.1k	444.01	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$464k	-6%	11k	43.04	View chart
Kla Corp Com New (KLAC)	0.2	$460k		658.00	698.57	View chart
Target Corporation (TGT)	0.2	$455k	-15%	2.6k	177.21	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$448k		855.00	524.43	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$445k	+10%	15k	30.22	View chart
Murphy Usa (MUSA)	0.2	$428k	+6%	1.0k	419.20	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$422k	+14%	14k	29.77	View chart
Selective Insurance (SIGI)	0.2	$408k		3.7k	109.16	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$406k	+14%	8.5k	47.62	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$386k		5.9k	65.65	View chart
Akamai Technologies (AKAM)	0.2	$382k	-7%	3.5k	108.74	View chart
Paypal Holdings (PYPL)	0.2	$379k	+7%	5.7k	66.99	View chart
International Business Machines (IBM)	0.2	$378k	+8%	2.0k	190.94	View chart
Emcor (EME)	0.2	$370k		1.1k	350.20	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$367k		10k	36.75	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.2	$366k	-17%	6.9k	53.34	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$364k	+16%	4.5k	80.51	View chart
Abbvie (ABBV)	0.2	$364k	+6%	2.0k	182.10	View chart
Healthequity (HQY)	0.2	$361k		4.4k	81.63	View chart
UnitedHealth (UNH)	0.2	$360k		727.00	494.70	View chart
Adobe Systems Incorporated (ADBE)	0.2	$356k	+26%	705.00	504.78	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$353k	+2%	7.0k	50.10	View chart
Spdr Ser Tr S&p Ins Etf (KIE)	0.1	$344k		6.6k	52.07	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.1	$341k		14k	25.22	View chart
ConocoPhillips (COP)	0.1	$338k	-7%	2.7k	127.28	View chart
Exxon Mobil Corporation (XOM)	0.1	$331k	-2%	2.9k	116.24	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$316k		5.4k	58.07	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$315k	-21%	1.7k	182.61	View chart
Costco Wholesale Corporation (COST)	0.1	$308k	+6%	421.00	732.36	View chart
Wells Fargo & Company (WFC)	0.1	$300k		5.2k	57.96	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$295k	NEW	5.8k	51.06	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$295k	+4%	7.0k	41.84	View chart
Cisco Systems (CSCO)	0.1	$289k	+4%	5.8k	49.91	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$289k		2.2k	131.24	View chart
Valero Energy Corporation (VLO)	0.1	$284k	-5%	1.7k	170.69	View chart
Ishares Tr International Sl (ISCF)	0.1	$274k	+13%	8.3k	32.98	View chart
Charles Schwab Corporation (SCHW)	0.1	$273k		3.8k	72.34	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$270k		3.3k	82.97	View chart
TJX Companies (TJX)	0.1	$268k		2.6k	101.42	View chart
Novo-nordisk A S Adr (NVO)	0.1	$263k	+2%	2.1k	128.40	View chart
Marathon Petroleum Corp (MPC)	0.1	$263k	-9%	1.3k	201.50	View chart
Broadcom (AVGO)	0.1	$261k	-22%	197.00	1325.41	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$258k	+2%	8.6k	30.10	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Disc (PSCD)	0.1	$257k	-9%	2.4k	109.04	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$254k	-4%	7.0k	36.19	View chart
Home Depot (HD)	0.1	$251k		655.00	383.60	View chart
Lowe's Companies (LOW)	0.1	$250k	-10%	983.00	254.73	View chart
LKQ Corporation (LKQ)	0.1	$249k		4.7k	53.41	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$239k	NEW	2.9k	81.66	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$236k		2.8k	85.65	View chart
Sprouts Fmrs Mkt (SFM)	0.1	$231k	NEW	3.6k	64.48	View chart
Topbuild (BLD)	0.1	$220k	NEW	500.00	440.73	View chart
Globe Life (GL)	0.1	$214k	-15%	1.8k	116.39	View chart
Visa Com Cl A (V)	0.1	$214k	-5%	766.00	278.90	View chart
American Express Company (AXP)	0.1	$213k	NEW	934.00	227.69	View chart
Ameriprise Financial (AMP)	0.1	$210k	NEW	479.00	438.44	View chart
Travelers Companies (TRV)	0.1	$209k	NEW	910.00	230.14	View chart
Amgen (AMGN)	0.1	$204k		716.00	284.32	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$202k	NEW	3.2k	63.17	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$201k	NEW	852.00	235.79	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$200k	-72%	2.5k	81.78	View chart
Extreme Networks (EXTR)	0.1	$130k	NEW	11k	11.54	View chart

Past Filings by Narus Financial Partners

SEC 13F filings are viewable for Narus Financial Partners going back to 2016

Narus Financial Partners 2024 Q1 filed April 18, 2024
Narus Financial Partners 2021 Q1 filed March 7, 2024
Narus Financial Partners 2023 Q4 filed Jan. 25, 2024
Narus Financial Partners 2023 Q3 filed Oct. 30, 2023
Narus Financial Partners 2022 Q2 filed Oct. 12, 2023
Narus Financial Partners 2022 Q3 filed Oct. 12, 2023
Narus Financial Partners 2022 Q4 filed Oct. 12, 2023
Narus Financial Partners 2022 Q1 filed Sept. 12, 2023
Narus Financial Partners 2023 Q2 filed Aug. 30, 2023
Narus Financial Partners 2023 Q1 filed June 27, 2023
Narus Financial Partners 2017 Q3 filed Nov. 15, 2017
Narus Financial Partners 2017 Q2 filed July 10, 2017
Narus Financial Partners 2017 Q2 restated filed July 10, 2017
Narus Financial Partners 2017 Q1 filed April 20, 2017
Narus Financial Partners 2016 Q4 filed Feb. 15, 2017

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