Narus Financial Partners

Narus Financial Partners as of June 30, 2025

Portfolio Holdings for Narus Financial Partners

Narus Financial Partners holds 157 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wal-Mart Stores (WMT) 43.4 $139M 1.4M 97.78
Spdr Gold Tr Gold Shs (GLD) 2.8 $9.0M 30k 304.83
Select Sector Spdr Tr Technology (XLK) 2.4 $7.8M 31k 253.23
NVIDIA Corporation (NVDA) 2.0 $6.4M 41k 157.99
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.0 $6.3M 110k 57.01
Vanguard Index Fds Mid Cap Etf (VO) 1.5 $4.9M 18k 279.83
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $4.3M 14k 303.92
Apple (AAPL) 1.2 $3.8M 19k 205.17
Vanguard World Comm Srvc Etf (VOX) 1.1 $3.6M 21k 171.03
Select Sector Spdr Tr Financial (XLF) 1.1 $3.5M 68k 52.37
Ishares Tr Eafe Value Etf (EFV) 1.1 $3.5M 56k 63.48
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) 1.0 $3.1M 68k 46.24
Invesco Db Multi-sector Comm Oil Fd (DBO) 1.0 $3.1M 234k 13.22
Vanguard Index Fds Small Cp Etf (VB) 1.0 $3.1M 13k 236.97
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.0 $3.1M 42k 72.68
Deckers Outdoor Corporation (DECK) 0.9 $2.7M 27k 103.07
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.9 $2.7M 54k 50.92
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.8 $2.7M 42k 63.71
Vanguard Index Fds Value Etf (VTV) 0.8 $2.6M 15k 176.74
Dimensional Etf Trust Short Duration F (DFSD) 0.8 $2.6M 54k 48.01
Meta Platforms Cl A (META) 0.8 $2.6M 3.5k 738.13
Spdr Series Trust Portfli Intrmdit (SPTI) 0.8 $2.5M 87k 28.77
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $2.5M 27k 91.97
Ishares Tr National Mun Etf (MUB) 0.8 $2.4M 23k 104.48
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $2.4M 30k 79.50
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.4M 13k 176.24
J P Morgan Exchange Traded F Income Etf (JPIE) 0.7 $2.3M 49k 46.32
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $2.3M 31k 73.63
Wisdomtree Tr India Erngs Fd (EPI) 0.7 $2.3M 48k 47.47
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $2.1M 20k 106.34
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $2.1M 19k 109.29
Spdr Series Trust Portfolio S&p500 (SPLG) 0.6 $2.0M 28k 72.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $2.0M 3.5k 568.03
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.9M 3.1k 620.84
Amazon (AMZN) 0.6 $1.9M 8.8k 219.39
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $1.9M 19k 99.20
Microsoft Corporation (MSFT) 0.6 $1.9M 3.7k 497.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.8M 2.9k 617.88
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $1.7M 7.8k 217.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.7M 3.4k 485.70
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $1.6M 12k 134.78
Oracle Corporation (ORCL) 0.5 $1.6M 7.2k 218.63
Ishares Tr Msci Eafe Etf (EFA) 0.5 $1.4M 16k 89.39
JPMorgan Chase & Co. (JPM) 0.4 $1.2M 4.1k 289.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.2M 24k 49.46
Ishares Tr Core S&p Us Vlu (IUSV) 0.4 $1.2M 12k 94.63
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.4 $1.1M 43k 26.58
Ishares Gold Tr Ishares New (IAU) 0.4 $1.1M 18k 62.36
Ishares Tr Global Tech Etf (IXN) 0.3 $1.1M 12k 92.34
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.3 $1.1M 11k 100.15
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $1.1M 27k 40.49
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.3 $1.1M 36k 29.84
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.3 $955k 40k 23.85
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $912k 11k 80.97
Select Sector Spdr Tr Energy (XLE) 0.3 $905k 11k 84.81
Qualcomm (QCOM) 0.3 $900k 5.6k 159.27
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $886k 18k 50.68
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $880k 11k 80.65
Vaneck Etf Trust High Yld Munietf (HYD) 0.3 $878k 18k 50.21
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $869k 9.8k 88.25
Broadcom (AVGO) 0.3 $852k 3.1k 275.65
Ishares Tr Russell 2000 Etf (IWM) 0.3 $835k 3.9k 215.79
Ishares Tr Dow Jones Us Etf (IYY) 0.2 $770k 5.1k 150.87
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $769k 8.0k 95.77
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.2 $767k 30k 25.48
Vanguard World Inf Tech Etf (VGT) 0.2 $748k 1.1k 663.28
Spdr Series Trust Portfolio Agrgte (SPAB) 0.2 $735k 29k 25.60
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $730k 8.9k 81.66
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $720k 9.1k 78.70
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $718k 17k 42.28
International Business Machines (IBM) 0.2 $716k 2.4k 294.73
Vanguard Index Fds Growth Etf (VUG) 0.2 $691k 1.6k 438.40
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.2 $671k 14k 48.62
Ishares Tr Mbs Etf (MBB) 0.2 $631k 6.7k 93.89
Healthequity (HQY) 0.2 $628k 6.0k 104.76
Visa Com Cl A (V) 0.2 $607k 1.7k 354.95
Kla Corp Com New (KLAC) 0.2 $589k 658.00 895.74
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $565k 12k 49.03
Sprouts Fmrs Mkt (SFM) 0.2 $564k 3.4k 164.64
Northrop Grumman Corporation (NOC) 0.2 $550k 1.1k 499.98
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $528k 9.7k 54.40
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $516k 3.1k 164.43
Spdr Series Trust Portfolio S&p400 (SPMD) 0.2 $515k 9.5k 54.38
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $481k 5.8k 82.92
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $471k 5.5k 84.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $466k 845.00 551.35
Tesla Motors (TSLA) 0.1 $464k 1.5k 317.66
Adobe Systems Incorporated (ADBE) 0.1 $460k 1.2k 386.80
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $452k 2.3k 195.04
Ishares Tr Agency Bond Etf (AGZ) 0.1 $452k 4.1k 109.70
Costco Wholesale Corporation (COST) 0.1 $446k 451.00 989.60
Ishares Tr International Sl (ISCF) 0.1 $434k 11k 38.77
Wells Fargo & Company (WFC) 0.1 $426k 5.3k 80.12
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $419k 950.00 440.65
Booking Holdings (BKNG) 0.1 $417k 72.00 5789.24
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $411k 7.9k 52.34
Spdr Series Trust Portfolio S&p600 (SPSM) 0.1 $399k 9.4k 42.60
Ishares Tr Broad Usd High (USHY) 0.1 $399k 11k 37.51
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $398k 12k 34.57
Emcor (EME) 0.1 $391k 731.00 534.89
TJX Companies (TJX) 0.1 $376k 3.0k 123.49
Abbvie (ABBV) 0.1 $375k 2.0k 185.62
Netflix (NFLX) 0.1 $374k 279.00 1339.13
Cigna Corp (CI) 0.1 $370k 1.1k 330.58
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $355k 1.7k 204.67
Ameriprise Financial (AMP) 0.1 $354k 664.00 533.73
UnitedHealth (UNH) 0.1 $342k 1.1k 311.97
Vanguard World Consum Dis Etf (VCR) 0.1 $338k 932.00 362.32
Spdr Series Trust Portfolio Short (SPSB) 0.1 $333k 11k 30.19
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $328k 25k 13.04
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $322k 7.5k 42.83
Ishares Msci Emrg Chn (EMXC) 0.1 $319k 5.1k 63.14
McKesson Corporation (MCK) 0.1 $314k 428.00 732.38
Docusign (DOCU) 0.1 $299k 3.8k 77.89
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $299k 2.2k 135.73
Selective Insurance (SIGI) 0.1 $296k 3.4k 86.64
Caterpillar (CAT) 0.1 $294k 756.00 388.21
American Express Company (AXP) 0.1 $293k 919.00 318.98
Ge Aerospace Com New (GE) 0.1 $285k 1.1k 257.39
Palantir Technologies Cl A (PLTR) 0.1 $272k 2.0k 136.32
Vanguard World Health Car Etf (VHT) 0.1 $270k 1.1k 248.38
NetApp (NTAP) 0.1 $265k 2.5k 106.54
Evercore Class A (EVR) 0.1 $264k 979.00 270.02
Applied Materials (AMAT) 0.1 $262k 1.4k 183.07
Ishares Msci Jpn Etf New (EWJ) 0.1 $262k 3.5k 74.97
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $261k 2.7k 98.24
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.1 $259k 3.3k 79.76
Exxon Mobil Corporation (XOM) 0.1 $259k 2.4k 107.80
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $258k 8.8k 29.43
Crowdstrike Hldgs Cl A (CRWD) 0.1 $255k 500.00 509.31
AutoZone (AZO) 0.1 $252k 68.00 3712.24
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $249k 1.1k 226.49
Select Sector Spdr Tr Communication (XLC) 0.1 $248k 2.3k 108.53
Travelers Companies (TRV) 0.1 $244k 910.00 267.54
Valero Energy Corporation (VLO) 0.1 $243k 1.8k 134.42
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $241k 5.6k 42.74
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $240k 3.2k 75.58
Paypal Holdings (PYPL) 0.1 $239k 3.2k 74.32
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $238k 2.1k 112.00
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $237k 3.9k 61.21
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $235k 2.6k 90.89
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $235k 4.0k 58.78
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $235k 2.5k 93.99
Target Corporation (TGT) 0.1 $235k 2.4k 98.65
Allison Transmission Hldngs I (ALSN) 0.1 $220k 2.3k 94.99
Box Cl A (BOX) 0.1 $220k 6.4k 34.17
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.1 $219k 9.0k 24.26
Novartis Sponsored Adr (NVS) 0.1 $219k 1.8k 121.01
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $218k 1.6k 139.02
Ishares Tr Tips Bd Etf (TIP) 0.1 $218k 2.0k 110.04
Vanguard Index Fds Large Cap Etf (VV) 0.1 $214k 750.00 285.30
Ishares Tr Us Telecom Etf (IYZ) 0.1 $214k 7.2k 29.78
General Dynamics Corporation (GD) 0.1 $211k 724.00 291.66
Cisco Systems (CSCO) 0.1 $208k 3.0k 69.38
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $207k 4.1k 51.02
Palo Alto Networks (PANW) 0.1 $206k 1.0k 204.64
Nvni Group SHS (NVNI) 0.0 $6.1k 21k 0.30