Narus Financial Partners, LLC Incresed Positions in Q4 2024

Narus Financial Partners, LLC

  • $296 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
18.5K
+ 267.27%
$87.25 - $95.52 $1.62M - $1.77M
25.5K $2.25B
PSCT
Invesco S&P Smallcap Informati

ETFs
28.6K
+ 46.72%
$45.45 - $51.38 $1.3M - $1.47M
89.7K $4.28B
JPIE
J P Morgan Exchange Traded Fd
23.2K
+ 61.36%
$45.59 - $46.25 $1.06M - $1.07M
61K $2.78B
NVDA
Nvidia Corp

Technology
3.89K
+ 12.86%
$117.0 - $148.88 $455K - $579K
34.1K $4.58B
GOOGL
Alphabet Inc.

Communication Services
3.14K
+ 32.72%
$161.86 - $196.66 $509K - $618K
12.7K $2.41B
XLF
Financial Sector Spdr

ETFs
13.7K
+ 31.87%
$44.89 - $51.34 $615K - $704K
56.7K $2.74B
XLK
Technology Sector Spdr

ETFs
2.46K
+ 12.1%
$220.26 - $241.44 $541K - $593K
22.8K $5.29B
AMZN
Amazon Com Inc

Consumer Cyclical
2.08K
+ 31.74%
$180.88 - $232.93 $376K - $484K
8.63K $1.89B
VOX
Vanguard Communication Service

ETFs
3.44K
+ 23.76%
$144.31 - $163.57 $496K - $563K
17.9K $2.78B
DFSD
Dimensional ETF Tr Short Durat

ETFs
14.1K
+ 39.94%
$46.75 - $47.8 $661K - $676K
49.5K $2.32B
DBO
Invesco Db Oil Fund

ETFs
35.3K
+ 21.05%
$13.84 - $15.7 $488K - $553K
203K $2.9B
VEA
Vanguard Ftse Developed Market

ETFs
20.8K
+ 23.13%
$47.57 - $52.44 $989K - $1.09M
111K $5.29B
MUB
Ishares National Muni Bond ETF

ETFs
5.42K
+ 32.99%
$105.78 - $108.7 $573K - $589K
21.8K $2.33B
VOE
Vanguard Mid Cap Value Index F

ETFs
3.46K
+ 91.99%
$160.89 - $176.18 $556K - $609K
7.22K $1.17B
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.31K
+ 135.85%
$87.1 - $98.49 $549K - $621K
10.9K $956M
GLD
Spdr Gold Trust

ETFs
2.13K
+ 10.55%
$236.59 - $257.5 $505K - $550K
22.4K $5.42B
AVGO
Broadcom Inc.

Technology
1.46K
+ 65.63%
$159.67 - $250.0 $233K - $364K
3.68K $852M
AAPL
Apple Inc.

Technology
580
+ 3.31%
$221.69 - $259.02 $129K - $150K
18.1K $4.54B
VB
Vanguard Small Cap ETF

ETFs
1.68K
+ 11.07%
$233.76 - $261.58 $392K - $439K
16.8K $4.04B
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.01K
+ 14.88%
$63.58 - $71.15 $382K - $428K
46.4K $3.02B
SUB
Ishares Short Term National Mu

ETFs
3.59K
+ 17.99%
$104.94 - $106.2 $376K - $381K
23.5K $2.48B
META
Meta Platforms, Inc.

Communication Services
513
+ 16.72%
$554.08 - $632.68 $284K - $325K
3.58K $2.1B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.79K
+ 13.67%
$77.86 - $79.27 $373K - $380K
39.8K $3.11B
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.25K
+ 33.34%
$75.1 - $82.99 $395K - $436K
21K $1.59B
XLY
Select Sector Spdr Consumer Di

ETFs
127
+ 1.33%
$194.8 - $239.43 $24.7K - $30.4K
9.69K $2.17B
V
Visa Inc.

Financial Services
573
+ 53.55%
$273.87 - $320.91 $157K - $184K
1.64K $519M
TSLA
Tesla, Inc.

Consumer Cyclical
83
+ 6.74%
$213.65 - $479.86 $17.7K - $39.8K
1.32K $531M
VO
Vanguard Mid Cap ETF

ETFs
762
+ 4.49%
$261.5 - $284.63 $199K - $217K
17.7K $4.68B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.11K
+ 6.73%
$50.67 - $50.9 $208K - $209K
65.2K $3.31B
EPI
Wisdomtree Tr India Earnings F

ETFs
8.27K
+ 20.99%
$45.09 - $50.08 $373K - $414K
47.7K $2.16B
Ishares Bitcoin Trust ETF
122
+ 1.27%
N/A
9.76K $518M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.39K
+ 14.19%
$96.64 - $101.23 $231K - $242K
19.2K $1.86B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
838
+ 28.38%
$110.69 - $154.48 $92.8K - $129K
3.79K $482M
PSCD
Invesco S&P Smallcap Consumer

ETFs
1.47K
+ 57.86%
$104.98 - $118.31 $155K - $174K
4.02K $437M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.07K
+ 76.78%
$55.45 - $61.08 $170K - $188K
7.07K $392M
HYG
Ishares Tr

ETFs
1.97K
+ 16.18%
$78.09 - $80.04 $154K - $158K
14.2K $1.11B
AGZ
Ishares Agency Bond ETF

ETFs
1.31K
+ 32.99%
$107.68 - $110.37 $141K - $145K
5.28K $570M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.43K
+ 6.03%
$113.92 - $127.38 $163K - $182K
25.1K $2.89B
ORCL
Oracle Corp

Technology
884
+ 10.21%
$165.41 - $192.43 $146K - $170K
9.54K $1.59B
VTI
Vanguard Total Stock Market Et

ETFs
72
+ 0.51%
$280.04 - $302.45 $20.2K - $21.8K
14.2K $4.11B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.9K
+ 42.22%
$53.94 - $58.15 $102K - $110K
6.4K $361M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.07K
+ 4.24%
$66.77 - $71.52 $71.6K - $76.7K
26.4K $1.82B
WFC
Wells Fargo & Company

Financial Services
773
+ 19.33%
$54.98 - $77.35 $42.5K - $59.8K
4.77K $335M
AMP
Ameriprise Financial Inc

Financial Services
130
+ 21.92%
$473.15 - $574.01 $61.5K - $74.6K
723 $385M
VUG
Vanguard Growth ETF

ETFs
160
+ 12.58%
$378.79 - $428.11 $60.6K - $68.5K
1.43K $588M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.06K
+ 40.97%
$98.47 - $109.35 $104K - $115K
3.63K $357M
SPY
Spdr S&P 500 ETF Trust

ETFs
39
+ 1.54%
$567.81 - $607.81 $22.1K - $23.7K
2.57K $1.51B
PYPL
Pay Pal Holdings, Inc.

Financial Services
245
+ 6.36%
$77.25 - $91.3 $18.9K - $22.4K
4.1K $350M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
135
+ 5.47%
$442.29 - $483.08 $59.7K - $65.2K
2.61K $1.18B
Activity Summary
Buys All Purchases 85 New Holdings 11 Increased Positions 74 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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