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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, AAPL, and represent 47.55% of Narus Financial Partners's stock portfolio.
Added to shares of these 10 stocks: NVDA, MUB, PATH, IJR, VUG, JPIE, HIGH, VO, PVH, TSLA.
Started 12 new stock positions in AMAT, MTBA, TSLA, MCK, NTAP, PDBC, VUG, IBIT, EVR, PATH. GOOG, PVH.
Reduced shares in these 10 stocks: HUM, SCTXX, COM, , SCHW, LOW, LKQ, SPTL, BLD, GL.
Sold out of its positions in CSCO, EXTR, GL, GBTC, HUM, SHY, LKQ, LOW, SCHW, BLD. TRV, VOT.
Narus Financial Partners was a net buyer of stock by $3.4M.
Narus Financial Partners has $248M in assets under management (AUM), dropping by 5.90%.
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 June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wal-Mart Stores (WMT)	40.4	$100M		1.5M	67.71	View chart
Select Sector Spdr Tr Technology (XLK)	2.0	$5.0M		22k	226.23	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$4.5M		91k	49.42	View chart
Spdr Gold Tr Gold Shs (GLD)	1.8	$4.4M	-2%	20k	215.01	View chart
Apple (AAPL)	1.5	$3.8M	-2%	18k	210.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$3.8M	-2%	14k	267.50	View chart
NVIDIA Corporation (NVDA)	1.5	$3.7M	+865%	30k	123.54	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$3.7M	+9%	15k	242.10	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	1.5	$3.7M		73k	50.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.4	$3.5M	+6%	49k	72.05	View chart
Schwab Charles Family Amt Tax Free Mny (SCTXX)	1.3	$3.2M	-12%	3.2M	1.00	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.2	$3.1M	+5%	61k	50.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$3.1M		14k	218.05	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.2	$2.9M	-4%	37k	77.28	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	1.1	$2.7M	+3%	96k	28.02	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.1	$2.7M		44k	61.64	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	1.1	$2.6M	+2%	56k	46.70	View chart
Invesco Db Multi-sector Comm Oil Fd (DBO)	1.0	$2.6M	-4%	162k	15.85	View chart
Ishares Tr Eafe Value Etf (EFV)	1.0	$2.5M	-2%	47k	53.04	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.9	$2.4M	+4%	39k	60.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$2.2M	+25%	21k	106.66	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$2.0M		13k	160.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$2.0M	+7%	4.0k	500.13	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	0.7	$1.9M	-6%	77k	24.18	View chart
Vanguard World Comm Srvc Etf (VOX)	0.7	$1.8M		13k	138.20	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.7	$1.8M	+7%	18k	100.08	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$1.8M	+14%	17k	104.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.7M		9.6k	182.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.7M	-5%	3.2k	547.18	View chart
Meta Platforms Cl A (META)	0.7	$1.6M		3.2k	504.23	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.7	$1.6M	+18%	34k	48.28	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.6	$1.6M		8.8k	182.40	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$1.6M		25k	64.00	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$1.6M		38k	41.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$1.6M	+7%	16k	97.07	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.6	$1.5M	+25%	63k	24.30	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$1.5M	+68%	14k	106.55	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.4M		2.6k	544.14	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$1.3M	+13%	17k	76.70	View chart
Amazon (AMZN)	0.5	$1.3M	+2%	6.7k	193.25	View chart
Oracle Corporation (ORCL)	0.5	$1.3M		9.0k	141.20	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$1.3M	-4%	16k	78.33	View chart
Ishares Tr Global Tech Etf (IXN)	0.5	$1.3M		15k	82.82	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$1.2M	-3%	13k	91.15	View chart
Microsoft Corporation (MSFT)	0.5	$1.2M		2.6k	447.01	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.5	$1.1M		13k	88.13	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.5	$1.1M	-7%	12k	93.65	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.5	$1.1M	+20%	24k	47.00	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$1.1M	-2%	7.7k	145.75	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$1.1M	+58%	24k	45.46	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.1M		5.2k	202.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.0M		2.5k	406.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.0M		23k	43.76	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$931k	+2%	27k	35.08	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$895k	+10%	12k	77.14	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.4	$880k		17k	51.65	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$853k		4.2k	202.89	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.3	$833k	-21%	31k	27.22	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$816k		19k	43.93	View chart
Qualcomm (QCOM)	0.3	$734k	+4%	3.7k	199.19	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.3	$685k		5.2k	132.31	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$674k		17k	39.27	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$633k	+3%	5.2k	121.87	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$599k	+16%	12k	50.11	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$594k	-11%	3.9k	150.41	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$574k		16k	36.28	View chart
Healthequity (HQY)	0.2	$563k	+47%	6.5k	86.20	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$561k	-6%	7.3k	76.58	View chart
Uipath Cl A (PATH)	0.2	$558k	NEW	44k	12.68	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$547k	+14%	6.7k	81.08	View chart
Kla Corp Com New (KLAC)	0.2	$543k		658.00	824.51	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$522k		1.3k	391.13	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$508k	+2%	5.5k	91.81	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$498k		863.00	576.68	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$495k	+5%	20k	25.09	View chart
Northrop Grumman Corporation (NOC)	0.2	$479k		1.1k	435.95	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$477k	-6%	5.2k	91.78	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$476k	+18%	10k	47.12	View chart
Cigna Corp (CI)	0.2	$472k	+3%	1.4k	330.57	View chart
General Dynamics Corporation (GD)	0.2	$465k	-3%	1.6k	290.14	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$462k	+5%	16k	29.67	View chart
Murphy Usa (MUSA)	0.2	$461k	-3%	981.00	469.46	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$445k	+5%	15k	29.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$436k	-10%	2.4k	182.55	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.2	$428k	-8%	4.0k	107.62	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$416k	-7%	10k	41.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$410k	-18%	856.00	479.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$405k	NEW	1.1k	374.01	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$397k		5.8k	68.14	View chart
Emcor (EME)	0.2	$395k	+2%	1.1k	365.08	View chart
Adobe Systems Incorporated (ADBE)	0.2	$385k		692.00	555.74	View chart
Abbvie (ABBV)	0.2	$381k	+11%	2.2k	171.52	View chart
Target Corporation (TGT)	0.2	$380k		2.6k	148.04	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.2	$379k	+12%	15k	24.97	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$372k	+2%	4.6k	79.93	View chart
UnitedHealth (UNH)	0.1	$368k		722.00	509.26	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$367k	+4%	7.1k	51.30	View chart
Wells Fargo & Company (WFC)	0.1	$358k	+16%	6.0k	59.39	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$353k	+2%	7.2k	48.74	View chart
Costco Wholesale Corporation (COST)	0.1	$353k		415.00	849.67	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$352k	-2%	9.8k	35.94	View chart
Broadcom (AVGO)	0.1	$350k	+10%	218.00	1605.53	View chart
International Business Machines (IBM)	0.1	$343k		2.0k	172.91	View chart
Spdr Ser Tr S&p Ins Etf (KIE)	0.1	$329k		6.6k	49.83	View chart
Ishares Tr International Sl (ISCF)	0.1	$322k	+20%	10k	32.23	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$314k		1.7k	182.55	View chart
Selective Insurance (SIGI)	0.1	$311k	-11%	3.3k	93.82	View chart
Pvh Corporation (PVH)	0.1	$296k	NEW	2.8k	105.87	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$296k	-2%	6.8k	43.31	View chart
TJX Companies (TJX)	0.1	$291k		2.6k	110.10	View chart
Sprouts Fmrs Mkt (SFM)	0.1	$291k	-2%	3.5k	83.66	View chart
Tesla Motors (TSLA)	0.1	$289k	NEW	1.5k	197.88	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$282k	-4%	5.5k	51.09	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$280k		2.2k	127.18	View chart
Exxon Mobil Corporation (XOM)	0.1	$275k	-16%	2.4k	115.12	View chart
Ishares Bitcoin Tr SHS (IBIT)	0.1	$271k	NEW	7.9k	34.14	View chart
NetApp (NTAP)	0.1	$270k	NEW	2.1k	128.78	View chart
ConocoPhillips (COP)	0.1	$267k	-11%	2.3k	114.38	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$267k		7.1k	37.67	View chart
Paypal Holdings (PYPL)	0.1	$255k	-22%	4.4k	58.03	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$255k		3.3k	78.31	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Disc (PSCD)	0.1	$254k	+6%	2.5k	100.75	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$251k		8.7k	28.78	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$240k	-4%	2.8k	85.66	View chart
Visa Com Cl A (V)	0.1	$240k	+19%	913.00	262.33	View chart
Valero Energy Corporation (VLO)	0.1	$239k	-8%	1.5k	156.76	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$232k	-26%	4.0k	57.99	View chart
Novo-nordisk A S Adr (NVO)	0.1	$228k	-21%	1.6k	142.74	View chart
Marathon Petroleum Corp (MPC)	0.1	$224k		1.3k	173.48	View chart
Amgen (AMGN)	0.1	$224k		716.00	312.45	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$222k	-4%	2.6k	84.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$220k	NEW	1.2k	183.42	View chart
Direxion Shs Etf Tr Auspce Cmd Stg (COM)	0.1	$218k	-59%	7.5k	28.91	View chart
Home Depot (HD)	0.1	$217k	-3%	630.00	344.24	View chart
American Express Company (AXP)	0.1	$216k		933.00	231.55	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.1	$212k	NEW	4.2k	50.36	View chart
McKesson Corporation (MCK)	0.1	$210k	NEW	359.00	583.66	View chart
Evercore Class A (EVR)	0.1	$208k	NEW	999.00	208.43	View chart
Ameriprise Financial (AMP)	0.1	$205k		479.00	427.19	View chart
Applied Materials (AMAT)	0.1	$204k	NEW	865.00	235.99	View chart
Akamai Technologies (AKAM)	0.1	$202k	-36%	2.2k	90.06	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$153k	NEW	11k	14.05	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 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
Narus Financial Partners 2017 Q2 restated filed July 10, 2017

View all past filings

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