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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, JPST, GLD, AAPL, XLK, and represent 49.83% of Narus Financial Partners's stock portfolio.
Added to shares of these 10 stocks: BND, VOX, GLD, VGT, IWR, CSCO, PYPL, COM, ADBE, WFC.
Started 15 new stock positions in VOX, VGT, TSM, BIL, VTEB, CSCO, GL, APPS, ADBE, IBM. PYPL, COST, WFC, IWR, HD.
Reduced shares in these 10 stocks: JMST, VTV, , JPST, , WMT, AKAM, , SUB, TIP.
Sold out of its positions in AYI, TIP, NTAP, SQ, MMM, VGIT.
Narus Financial Partners was a net buyer of stock by $540k.
Narus Financial Partners has $194M in assets under management (AUM), dropping by 4.92%.
Central Index Key (CIK): 0001698091

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Portfolio Holdings for Narus Financial Partners

Narus Financial Partners holds 120 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wal-Mart Stores (WMT)	41.6	$81M		513k	157.18	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	2.5	$4.9M	-7%	97k	50.14	View chart
Spdr Gold Tr Gold Shs (GLD)	2.0	$3.9M	+9%	22k	178.27	View chart
Apple (AAPL)	1.9	$3.7M		19k	193.97	View chart
Select Sector Spdr Tr Technology (XLK)	1.8	$3.5M		20k	173.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$3.4M	+3%	74k	46.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$3.2M		15k	220.28	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$3.2M	-16%	23k	142.10	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.6	$3.1M	+29%	42k	72.69	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.4	$2.8M		37k	75.66	View chart
Direxion Shs Etf Tr Auspce Cmd Stg (COM)	1.4	$2.7M	+10%	92k	29.43	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.3	$2.6M	-21%	51k	50.65	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	1.3	$2.6M	+4%	91k	28.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$2.5M	+4%	11k	220.16	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.2	$2.4M	+2%	40k	58.98	View chart
Invesco Db Multi-sector Comm Oil Fd (DBO)	1.2	$2.3M	+3%	165k	14.12	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$2.3M		47k	48.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$2.2M		11k	198.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$2.1M		52k	40.68	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	1.0	$2.0M	+6%	82k	24.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$1.6M		3.7k	445.68	View chart
Select Sector Spdr Tr Energy (XLE)	0.8	$1.6M	-10%	20k	81.17	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.8	$1.6M	-6%	16k	96.60	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$1.5M		21k	72.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$1.5M		15k	97.95	View chart
NVIDIA Corporation (NVDA)	0.8	$1.5M	+8%	3.4k	423.02	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.7	$1.4M	+3%	10k	132.73	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.7	$1.3M		20k	65.44	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.6	$1.2M	-6%	12k	100.07	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$1.2M	+6%	24k	52.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.2M	+7%	2.7k	443.33	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$1.1M	+10%	15k	75.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.1M		9.3k	119.70	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$1.1M		10k	106.73	View chart
Meta Platforms Cl A (META)	0.5	$1.0M	-2%	3.6k	286.98	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.5	$1.0M		13k	78.26	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$1.0M		12k	81.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$964k	-2%	2.8k	341.00	View chart
Amazon (AMZN)	0.5	$962k	+3%	7.4k	130.36	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.5	$944k	+10%	13k	74.17	View chart
Ishares Tr Global Tech Etf (IXN)	0.5	$939k		15k	62.19	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$868k	+8%	27k	32.54	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$845k	-23%	8.1k	104.04	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$833k	-11%	10k	83.56	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$825k	+21%	8.9k	93.27	View chart
Microsoft Corporation (MSFT)	0.4	$811k		2.4k	340.48	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$793k		11k	75.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$775k		1.9k	407.28	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$764k		4.1k	187.27	View chart
JPMorgan Chase & Co. (JPM)	0.4	$745k	-16%	5.1k	145.44	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$700k		21k	33.71	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$700k	+11%	19k	36.39	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$601k	-8%	4.3k	138.38	View chart
Northrop Grumman Corporation (NOC)	0.3	$592k		1.3k	455.80	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$589k	-3%	17k	34.50	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$583k	-16%	3.5k	165.42	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$576k	+4%	15k	38.84	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$566k		16k	35.30	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.3	$563k	+3%	5.3k	106.97	View chart
Exxon Mobil Corporation (XOM)	0.3	$562k	-2%	5.2k	107.25	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.3	$561k		5.2k	108.33	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.3	$556k	+44%	19k	29.90	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.3	$521k	-7%	11k	45.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$519k		5.2k	99.65	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.3	$496k		9.7k	51.34	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$473k		1.4k	343.85	View chart
Vanguard World Fds Comm Srvc Etf (VOX)	0.2	$450k	NEW	4.2k	106.31	View chart
Target Corporation (TGT)	0.2	$436k	-19%	3.3k	131.90	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$436k	-20%	17k	25.37	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$429k	+8%	15k	29.44	View chart
Cigna Corp (CI)	0.2	$415k		1.5k	280.60	View chart
Akamai Technologies (AKAM)	0.2	$407k	-42%	4.5k	89.87	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$361k	+5%	2.2k	162.41	View chart
Oracle Corporation (ORCL)	0.2	$359k	-14%	3.0k	119.09	View chart
UnitedHealth (UNH)	0.2	$350k		729.00	480.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$343k	+2%	928.00	369.42	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$342k	-41%	7.9k	43.20	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$337k	+7%	4.3k	79.03	View chart
LKQ Corporation (LKQ)	0.2	$333k	-5%	5.7k	58.27	View chart
Qualcomm (QCOM)	0.2	$333k	+2%	2.8k	119.04	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$330k	-26%	10k	32.85	View chart
General Dynamics Corporation (GD)	0.2	$326k	+5%	1.5k	215.15	View chart
Kla Corp Com New (KLAC)	0.2	$319k		658.00	485.02	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$314k	-16%	5.4k	57.73	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.2	$306k	NEW	691.00	442.25	View chart
Selective Insurance (SIGI)	0.2	$304k		3.2k	95.94	View chart
ConocoPhillips (COP)	0.2	$303k	-11%	2.9k	103.61	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$301k	NEW	4.1k	73.03	View chart
AMN Healthcare Services (AMN)	0.2	$295k		2.7k	109.12	View chart
Charles Schwab Corporation (SCHW)	0.2	$291k	+5%	5.1k	56.68	View chart
Tesla Motors (TSLA)	0.1	$290k		1.1k	261.77	View chart
Bristol Myers Squibb (BMY)	0.1	$290k		4.5k	63.95	View chart
Healthequity (HQY)	0.1	$281k		4.4k	63.14	View chart
Cisco Systems (CSCO)	0.1	$275k	NEW	5.3k	51.74	View chart
Lowe's Companies (LOW)	0.1	$272k	-4%	1.2k	225.70	View chart
Spdr Ser Tr S&p Ins Etf (KIE)	0.1	$270k		6.6k	40.88	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$270k		2.2k	122.58	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.1	$267k	+3%	11k	24.70	View chart
Paypal Holdings (PYPL)	0.1	$258k	NEW	3.9k	66.73	View chart
Biogen Idec (BIIB)	0.1	$256k		900.00	284.85	View chart
Adobe Systems Incorporated (ADBE)	0.1	$255k	NEW	521.00	488.99	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$251k		3.3k	77.19	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.1	$242k		5.0k	48.01	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$240k		3.2k	75.08	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$230k	+3%	940.00	244.87	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$230k	+10%	6.7k	34.38	View chart
TJX Companies (TJX)	0.1	$224k		2.6k	84.79	View chart
Wells Fargo & Company (WFC)	0.1	$218k	NEW	5.1k	42.68	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$216k	NEW	4.3k	50.22	View chart
Globe Life (GL)	0.1	$216k	NEW	2.0k	109.63	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$212k	NEW	2.1k	100.92	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$211k	NEW	2.3k	91.82	View chart
Abbvie (ABBV)	0.1	$208k		1.5k	134.73	View chart
Costco Wholesale Corporation (COST)	0.1	$206k	NEW	383.00	538.16	View chart
Home Depot (HD)	0.1	$205k	NEW	660.00	310.64	View chart
International Business Machines (IBM)	0.1	$205k	NEW	1.5k	133.85	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.1	$203k	-34%	1.9k	107.32	View chart
Valero Energy Corporation (VLO)	0.1	$202k	+15%	1.7k	117.30	View chart
United Parcel Service CL B (UPS)	0.1	$202k	+3%	1.1k	179.23	View chart
Digital Turbine Com New (APPS)	0.1	$182k	NEW	20k	9.28	View chart

Past Filings by Narus Financial Partners

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

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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