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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, GLD, VEA, XLK, VO, and represent 49.54% of Narus Financial Partners's stock portfolio.
Added to shares of these 10 stocks: JPIE, DFSD, TLT, VO, BND, AVGO, IJR, SUB, CRWD, EPI.
Started 14 new stock positions in LOW, JEPQ, VOT, MSTR, TRV, BLD, VHT, NVS, TLT, CRWD. EMXC, PGR, GE, XMHQ.
Reduced shares in these 10 stocks: SCTXX, HIGH, XLK, IXN, , NVO, USHY, , JPST, JPM.
Sold out of its positions in AKAM, COM, MPC, MCK, NVO, MTBA, VLO.
Narus Financial Partners was a net buyer of stock by $4.8M.
Narus Financial Partners has $279M in assets under management (AUM), dropping by 12.43%.
Central Index Key (CIK): 0001698091

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Portfolio Holdings for Narus Financial Partners

Narus Financial Partners holds 149 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wal-Mart Stores (WMT)	42.8	$120M		1.5M	80.75	View chart
Spdr Gold Tr Gold Shs (GLD)	1.8	$4.9M		20k	243.06	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$4.7M		90k	52.81	View chart
Select Sector Spdr Tr Technology (XLK)	1.6	$4.6M	-8%	20k	225.76	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$4.5M	+11%	17k	263.83	View chart
Apple (AAPL)	1.5	$4.1M	-2%	18k	233.01	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.4	$4.0M	+10%	54k	75.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$4.0M		14k	283.15	View chart
NVIDIA Corporation (NVDA)	1.3	$3.7M		30k	121.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$3.6M	+7%	15k	237.21	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.2	$3.5M	-6%	69k	50.74	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.1	$3.2M	+7%	47k	67.70	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.1	$3.1M		61k	50.94	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	1.1	$2.9M	+4%	101k	29.06	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	1.0	$2.9M	+9%	61k	47.89	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.0	$2.8M	-5%	35k	79.42	View chart
Ishares Tr Eafe Value Etf (EFV)	1.0	$2.8M	+2%	48k	57.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$2.8M	+13%	24k	116.96	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.9	$2.6M	+3%	40k	64.86	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$2.4M	+7%	14k	174.58	View chart
Invesco Db Multi-sector Comm Oil Fd (DBO)	0.8	$2.3M	+3%	168k	13.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$2.2M	+4%	4.2k	527.67	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.8	$2.1M	+16%	20k	106.19	View chart
Vanguard World Comm Srvc Etf (VOX)	0.8	$2.1M	+10%	15k	145.39	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.7	$2.0M	+16%	39k	50.46	View chart
Schwab Charles Family Amt Tax Free Mny (SCTXX)	0.7	$2.0M	-38%	2.0M	1.00	View chart
Select Sector Spdr Tr Financial (XLF)	0.7	$1.9M	+11%	43k	45.32	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.7	$1.9M	+8%	9.6k	200.37	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.7	$1.9M		77k	24.60	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.9M		3.2k	576.77	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$1.8M	+15%	16k	108.63	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.6	$1.8M		18k	100.29	View chart
Meta Platforms Cl A (META)	0.6	$1.8M	-5%	3.1k	572.45	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.6	$1.8M	+56%	38k	46.39	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$1.7M		25k	67.51	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$1.7M	+4%	17k	101.27	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.6	$1.7M	+48%	35k	47.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.6M		9.6k	165.85	View chart
Oracle Corporation (ORCL)	0.5	$1.5M	-3%	8.7k	170.40	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$1.5M	-2%	2.5k	573.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$1.4M		17k	78.69	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$1.3M	-2%	16k	83.63	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.5	$1.3M	+10%	13k	98.12	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$1.2M	+4%	8.0k	154.02	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$1.2M		13k	95.49	View chart
Amazon (AMZN)	0.4	$1.2M		6.6k	186.33	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.2M	+27%	5.4k	220.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.1M	-2%	2.5k	460.17	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$1.1M		13k	87.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.1M		24k	47.85	View chart
Microsoft Corporation (MSFT)	0.4	$1.1M	-2%	2.5k	430.24	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.4	$1.1M	+19%	37k	29.07	View chart
Ishares Tr Global Tech Etf (IXN)	0.4	$995k	-20%	12k	82.53	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.4	$980k	-33%	42k	23.45	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$979k		26k	37.56	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$978k	+4%	12k	80.30	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.3	$904k		17k	53.07	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$902k	-2%	18k	49.70	View chart
JPMorgan Chase & Co. (JPM)	0.3	$882k	-20%	4.2k	210.86	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.3	$723k		5.2k	139.59	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$701k	-2%	17k	41.69	View chart
Qualcomm (QCOM)	0.2	$689k	+9%	4.1k	170.06	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$663k	+9%	8.0k	83.00	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$657k	-6%	4.9k	135.44	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$630k	-4%	3.8k	167.65	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$612k	+2%	6.9k	88.14	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$611k		12k	51.12	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$592k	+20%	12k	48.66	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$584k	+13%	22k	26.14	View chart
Northrop Grumman Corporation (NOC)	0.2	$580k		1.1k	528.07	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$556k		1.3k	423.12	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$553k	+17%	6.8k	80.78	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$550k	+3%	5.7k	95.81	View chart
Healthequity (HQY)	0.2	$535k		6.5k	81.85	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$528k	+6%	17k	31.78	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$526k	+3%	896.00	586.61	View chart
Kla Corp Com New (KLAC)	0.2	$510k		658.00	774.41	View chart
Uipath Cl A (PATH)	0.2	$499k	-11%	39k	12.80	View chart
Cigna Corp (CI)	0.2	$493k		1.4k	346.44	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$488k	+17%	1.3k	383.93	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$477k		2.4k	200.81	View chart
Abbvie (ABBV)	0.2	$476k	+8%	2.4k	197.48	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$467k	+2%	10k	45.51	View chart
Emcor (EME)	0.2	$466k		1.1k	430.53	View chart
Murphy Usa (MUSA)	0.2	$461k	-4%	935.00	492.87	View chart
International Business Machines (IBM)	0.2	$456k	+3%	2.1k	221.09	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$455k	NEW	4.6k	98.11	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$443k	-2%	15k	30.28	View chart
Ishares Tr International Sl (ISCF)	0.2	$440k	+24%	13k	35.25	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.2	$438k		4.0k	110.40	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.2	$432k	+10%	17k	25.75	View chart
General Dynamics Corporation (GD)	0.2	$430k	-11%	1.4k	302.20	View chart
UnitedHealth (UNH)	0.2	$422k		722.00	584.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$418k		856.00	488.07	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$413k	-13%	4.5k	91.81	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$410k	+5%	7.5k	54.68	View chart
Target Corporation (TGT)	0.1	$403k		2.6k	155.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$387k		4.6k	83.75	View chart
Broadcom (AVGO)	0.1	$383k	+918%	2.2k	172.50	View chart
Spdr Ser Tr S&p Ins Etf (KIE)	0.1	$377k		6.7k	56.75	View chart
Costco Wholesale Corporation (COST)	0.1	$377k	+2%	425.00	886.19	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$372k		9.8k	38.08	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$371k	-37%	9.8k	37.65	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$366k	-4%	6.9k	52.86	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$360k	+27%	7.1k	51.04	View chart
Adobe Systems Incorporated (ADBE)	0.1	$351k	-2%	677.00	517.97	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$348k	+21%	9.6k	36.13	View chart
NetApp (NTAP)	0.1	$328k	+26%	2.7k	123.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$328k	-3%	1.7k	198.06	View chart
Sprouts Fmrs Mkt (SFM)	0.1	$326k	-15%	3.0k	110.41	View chart
Tesla Motors (TSLA)	0.1	$322k	-15%	1.2k	261.63	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$313k		2.2k	142.04	View chart
TJX Companies (TJX)	0.1	$311k		2.6k	117.54	View chart
Paypal Holdings (PYPL)	0.1	$301k	-12%	3.9k	78.03	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$300k	+11%	9.7k	30.80	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$296k	+101%	22k	13.43	View chart
Visa Com Cl A (V)	0.1	$294k	+17%	1.1k	274.82	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$293k	NEW	1.0k	280.47	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$289k		7.0k	41.28	View chart
Selective Insurance (SIGI)	0.1	$288k	-6%	3.1k	93.29	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$282k		3.3k	86.82	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Disc (PSCD)	0.1	$282k		2.5k	110.90	View chart
Ameriprise Financial (AMP)	0.1	$279k	+23%	593.00	469.81	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$264k	NEW	2.6k	102.58	View chart
Novartis Sponsored Adr (NVS)	0.1	$264k	NEW	2.3k	115.02	View chart
Microstrategy Cl A New (MSTR)	0.1	$263k	NEW	1.6k	168.60	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$262k	-13%	5.9k	44.01	View chart
Home Depot (HD)	0.1	$255k		630.00	405.20	View chart
Evercore Class A (EVR)	0.1	$253k		999.00	253.34	View chart
Exxon Mobil Corporation (XOM)	0.1	$251k	-10%	2.1k	117.22	View chart
Pvh Corporation (PVH)	0.1	$250k	-11%	2.5k	100.83	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$247k	NEW	4.5k	54.93	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$244k	NEW	4.0k	61.11	View chart
Applied Materials (AMAT)	0.1	$238k	+36%	1.2k	202.06	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$236k		4.0k	59.02	View chart
Ge Aerospace Com New (GE)	0.1	$236k	NEW	1.3k	188.58	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$233k	-2%	2.6k	90.80	View chart
Amgen (AMGN)	0.1	$231k		716.00	322.21	View chart
Wells Fargo & Company (WFC)	0.1	$226k	-33%	4.0k	56.49	View chart
American Express Company (AXP)	0.1	$226k	-10%	833.00	271.20	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$222k	-12%	2.5k	90.40	View chart
ConocoPhillips (COP)	0.1	$220k	-10%	2.1k	105.28	View chart
Lowe's Companies (LOW)	0.1	$213k	NEW	788.00	270.85	View chart
Travelers Companies (TRV)	0.1	$213k	NEW	910.00	234.12	View chart
Vanguard World Health Car Etf (VHT)	0.1	$208k	NEW	737.00	282.26	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$208k	NEW	854.00	243.47	View chart
Topbuild (BLD)	0.1	$204k	NEW	502.00	406.81	View chart
Progressive Corporation (PGR)	0.1	$203k	NEW	800.00	253.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$201k		1.2k	167.19	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 Q3 filed Oct. 18, 2024
Narus Financial Partners 2024 Q2 filed July 17, 2024
Narus Financial Partners 2019 Q3 filed May 14, 2024
Narus Financial Partners 2019 Q4 filed May 14, 2024
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

View all past filings

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