Narus Financial Partners

Narus Financial Partners as of March 31, 2025

Portfolio Holdings for Narus Financial Partners

Narus Financial Partners holds 149 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wal-Mart Stores (WMT) 42.6 $125M 1.4M 87.79
Spdr Gold Tr Gold Shs (GLD) 2.4 $7.1M 25k 288.14
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.9 $5.5M 109k 50.83
Select Sector Spdr Tr Technology (XLK) 1.9 $5.5M 27k 206.48
Deckers Outdoor Corporation (DECK) 1.6 $4.7M 42k 111.81
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $4.6M 18k 258.62
NVIDIA Corporation (NVDA) 1.4 $4.1M 38k 108.38
Apple (AAPL) 1.3 $3.9M 18k 222.13
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) 1.3 $3.9M 97k 40.08
Vanguard Index Fds Small Cp Etf (VB) 1.3 $3.8M 17k 221.75
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $3.8M 14k 274.83
Invesco Db Multi-sector Comm Oil Fd (DBO) 1.2 $3.6M 249k 14.33
Select Sector Spdr Tr Financial (XLF) 1.1 $3.4M 68k 49.81
Vanguard World Comm Srvc Etf (VOX) 1.1 $3.4M 23k 148.39
Ishares Tr Eafe Value Etf (EFV) 1.1 $3.1M 53k 58.94
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $3.0M 41k 73.45
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.0 $3.0M 50k 59.75
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.0 $2.9M 46k 63.53
Ishares Tr Rus Mid Cap Etf (IWR) 0.9 $2.7M 32k 85.07
Dimensional Etf Trust Short Duration F (DFSD) 0.9 $2.7M 56k 47.52
J P Morgan Exchange Traded F Income Etf (JPIE) 0.8 $2.5M 54k 46.07
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $2.5M 24k 104.57
Vanguard Index Fds Value Etf (VTV) 0.8 $2.4M 14k 172.75
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.8 $2.4M 84k 28.58
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $2.4M 30k 78.94
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.8 $2.3M 46k 50.85
Ishares Tr National Mun Etf (MUB) 0.7 $2.2M 21k 105.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $2.2M 4.2k 513.91
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $2.1M 20k 105.60
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.1M 13k 154.64
Meta Platforms Cl A (META) 0.7 $2.0M 3.5k 576.38
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.7 $1.9M 9.7k 197.45
Wisdomtree Tr India Erngs Fd (EPI) 0.6 $1.9M 43k 43.71
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $1.9M 19k 98.92
Ishares Tr Msci Eafe Etf (EFA) 0.6 $1.9M 23k 81.73
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $1.8M 27k 65.76
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.8M 3.1k 561.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.6M 3.1k 532.49
Amazon (AMZN) 0.6 $1.6M 8.5k 190.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.6M 2.8k 559.39
Microsoft Corporation (MSFT) 0.5 $1.3M 3.6k 375.41
Select Sector Spdr Tr Energy (XLE) 0.4 $1.2M 13k 93.45
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $1.1M 23k 50.63
Ishares Tr Core S&p Us Vlu (IUSV) 0.4 $1.1M 12k 92.29
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $1.1M 14k 78.89
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.4 $1.1M 41k 25.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.0M 23k 45.26
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.3 $1.0M 42k 23.97
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $996k 6.8k 146.02
JPMorgan Chase & Co. (JPM) 0.3 $995k 4.1k 245.30
Oracle Corporation (ORCL) 0.3 $989k 7.1k 139.81
Ishares Gold Tr Ishares New (IAU) 0.3 $945k 16k 58.96
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $935k 26k 36.41
Ishares Tr Global Tech Etf (IXN) 0.3 $911k 12k 75.74
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.3 $874k 8.7k 100.18
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $874k 9.6k 91.03
Vaneck Etf Trust High Yld Munietf (HYD) 0.3 $864k 17k 51.18
Ishares Tr Russell 2000 Etf (IWM) 0.3 $846k 4.2k 199.49
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $825k 8.7k 95.37
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.3 $816k 30k 27.26
Qualcomm (QCOM) 0.3 $792k 5.2k 153.61
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $709k 9.1k 78.28
Ishares Tr Dow Jones Us Etf (IYY) 0.2 $694k 5.1k 136.10
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $682k 17k 41.21
Vanguard World Inf Tech Etf (VGT) 0.2 $680k 1.3k 542.44
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $645k 4.0k 160.52
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $637k 25k 25.54
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $632k 8.0k 78.85
Visa Com Cl A (V) 0.2 $626k 1.8k 350.36
Ishares Tr Mbs Etf (MBB) 0.2 $612k 6.5k 93.78
International Business Machines (IBM) 0.2 $594k 2.4k 248.68
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.2 $578k 12k 47.89
Sprouts Fmrs Mkt (SFM) 0.2 $565k 3.7k 152.64
Northrop Grumman Corporation (NOC) 0.2 $563k 1.1k 512.01
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $550k 11k 49.62
Ishares Tr Agency Bond Etf (AGZ) 0.2 $540k 4.9k 109.44
Broadcom (AVGO) 0.2 $518k 3.1k 167.43
Healthequity (HQY) 0.2 $512k 5.8k 88.37
Invesco Exch Traded Fd Tr Ii S&p Smlcp Disc (PSCD) 0.2 $493k 5.3k 92.15
Spdr Ser Tr S&p Regl Bkg (KRE) 0.2 $487k 8.6k 56.85
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $474k 9.3k 51.18
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $469k 10k 46.81
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $450k 15k 30.10
Kla Corp Com New (KLAC) 0.2 $447k 658.00 679.80
Costco Wholesale Corporation (COST) 0.1 $427k 452.00 945.45
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $420k 1.0k 419.88
Abbvie (ABBV) 0.1 $417k 2.0k 209.52
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $416k 10k 40.76
Vanguard Index Fds Growth Etf (VUG) 0.1 $415k 1.1k 370.82
Cigna Corp (CI) 0.1 $402k 1.2k 329.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $400k 852.00 468.92
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $399k 7.8k 51.07
UnitedHealth (UNH) 0.1 $398k 760.00 523.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $396k 2.1k 186.32
Ishares Tr Broad Usd High (USHY) 0.1 $396k 11k 36.81
Ishares Tr International Sl (ISCF) 0.1 $393k 12k 33.68
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $393k 4.8k 81.76
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.1 $390k 16k 25.16
Etf Opportunities Trust T Rex 2x Long Ms (MSTU) 0.1 $384k 70k 5.46
Wells Fargo & Company (WFC) 0.1 $358k 5.0k 71.79
Booking Holdings (BKNG) 0.1 $355k 77.00 4606.91
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $355k 6.9k 51.78
Ameriprise Financial (AMP) 0.1 $353k 730.00 484.11
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $350k 11k 31.23
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $329k 1.7k 193.99
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $329k 5.1k 65.17
TJX Companies (TJX) 0.1 $322k 2.6k 121.80
Selective Insurance (SIGI) 0.1 $317k 3.5k 91.53
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $317k 11k 28.15
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $315k 3.9k 81.67
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $303k 22k 13.63
Ge Aerospace Com New (GE) 0.1 $300k 1.5k 200.15
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $299k 2.2k 135.68
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $296k 7.5k 39.36
Exxon Mobil Corporation (XOM) 0.1 $296k 2.5k 118.93
McKesson Corporation (MCK) 0.1 $283k 421.00 672.62
Ishares Msci Emrg Chn (EMXC) 0.1 $282k 5.1k 55.09
Target Corporation (TGT) 0.1 $276k 2.6k 104.36
NetApp (NTAP) 0.1 $263k 3.0k 87.83
Murphy Usa (MUSA) 0.1 $257k 546.00 469.81
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $256k 2.8k 91.53
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $255k 3.3k 78.40
Vanguard World Consum Dis Etf (VCR) 0.1 $254k 779.00 325.51
Microstrategy Cl A New (MSTR) 0.1 $252k 875.00 288.27
Adobe Systems Incorporated (ADBE) 0.1 $252k 657.00 383.38
Direxion Shs Etf Tr Daily Nvda 2x Sh (NVDU) 0.1 $246k 4.7k 52.61
Emcor (EME) 0.1 $241k 653.00 369.63
Travelers Companies (TRV) 0.1 $241k 910.00 264.46
Tesla Motors (TSLA) 0.1 $240k 924.00 259.16
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $235k 4.0k 58.69
AutoZone (AZO) 0.1 $233k 61.00 3812.79
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $232k 2.6k 89.64
Select Sector Spdr Tr Communication (XLC) 0.1 $231k 2.4k 96.45
Novartis Sponsored Adr (NVS) 0.1 $230k 2.1k 111.48
General Dynamics Corporation (GD) 0.1 $230k 843.00 272.58
Paypal Holdings (PYPL) 0.1 $230k 3.5k 65.25
Ishares Tr Tips Bd Etf (TIP) 0.1 $229k 2.1k 111.09
Amgen (AMGN) 0.1 $223k 716.00 311.55
Tidal Tr Ii Def Dly Tgt 2x L (MSTX) 0.1 $223k 8.6k 25.80
Ishares Msci Jpn Etf New (EWJ) 0.1 $219k 3.2k 68.56
Select Sector Spdr Tr Indl (XLI) 0.1 $219k 1.7k 131.07
Marsh & McLennan Companies (MMC) 0.1 $218k 895.00 244.03
Allison Transmission Hldngs I (ALSN) 0.1 $215k 2.3k 95.67
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ) 0.1 $212k 5.4k 39.52
Box Cl A (BOX) 0.1 $211k 6.8k 30.86
Valero Energy Corporation (VLO) 0.1 $209k 1.6k 132.07
American Express Company (AXP) 0.1 $206k 765.00 269.05
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $205k 5.2k 39.37
Applied Materials (AMAT) 0.1 $200k 1.4k 145.12