Narus Financial Partners, LLC Incresed Positions in Q3 2024

Narus Financial Partners, LLC

  • $279 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
1.72K
+ 11.25%
$237.84 - $263.83 $408K - $452K
17K $4.47B
JPIE
J P Morgan Exchange Traded Fd
13.7K
+ 56.99%
$45.17 - $46.39 $620K - $637K
37.8K $1.75B
DFSD
Dimensional ETF Tr Short Durat

ETFs
11.6K
+ 48.78%
$47.0 - $47.84 $546K - $555K
35.4K $1.69B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.91K
+ 13.98%
$105.53 - $118.34 $307K - $344K
23.7K $2.77B
VB
Vanguard Small Cap ETF

ETFs
1.1K
+ 7.86%
$214.77 - $237.72 $237K - $262K
15.2K $3.59B
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.92K
+ 10.09%
$71.45 - $75.64 $351K - $372K
53.6K $4.03B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.45K
+ 7.93%
$60.13 - $68.17 $208K - $235K
47K $3.18B
XLF
Financial Sector Spdr

ETFs
4.58K
+ 11.92%
$40.84 - $45.74 $187K - $210K
43K $1.95B
EPI
Wisdomtree Tr India Earnings F

ETFs
5.55K
+ 16.4%
$47.41 - $50.82 $263K - $282K
39.4K $1.99B
VTV
Vanguard Value ETF

ETFs
949
+ 7.5%
$159.75 - $174.57 $152K - $166K
13.6K $2.37B
SUB
Ishares Short Term National Mu

ETFs
2.84K
+ 16.61%
$104.3 - $106.3 $296K - $302K
19.9K $2.12B
PSCT
Invesco S&P Smallcap Informati

ETFs
5.19K
+ 9.28%
$43.19 - $51.31 $224K - $266K
61.1K $2.93B
XLY
Select Sector Spdr Consumer Di

ETFs
759
+ 8.62%
$170.05 - $200.86 $129K - $152K
9.57K $1.92B
VOX
Vanguard Communication Service

ETFs
1.35K
+ 10.31%
$129.82 - $145.39 $176K - $197K
14.5K $2.1B
EFV
Msci Eafe Value ETF

ETFs
1.03K
+ 2.18%
$51.72 - $57.96 $53.3K - $59.7K
48.3K $2.78B
MUB
Ishares National Muni Bond ETF

ETFs
2.22K
+ 15.64%
$106.13 - $108.7 $236K - $241K
16.4K $1.78B
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.24K
+ 3.16%
$59.25 - $65.33 $73.2K - $80.7K
40.4K $2.62B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
4.78K
+ 4.96%
$27.8 - $29.26 $133K - $140K
101K $2.93B
SPTL
Spdr Portfolio Long Term Treas

ETFs
6.01K
+ 19.64%
$26.69 - $29.87 $160K - $180K
36.6K $1.06B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
174
+ 4.36%
$475.2 - $527.7 $82.7K - $91.8K
4.17K $2.2B
IEF
Ishares Barclays

ETFs
1.27K
+ 10.61%
$92.67 - $99.14 $118K - $126K
13.2K $1.3B
XLU
Utilities Sector Spdr

ETFs
1.01K
+ 17.39%
$67.67 - $80.78 $68.6K - $81.9K
6.85K $553M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
11.1K
+ 101.59%
$12.67 - $14.36 $140K - $159K
22K $295M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
721
+ 4.47%
$96.25 - $101.98 $69.4K - $73.5K
16.9K $1.71B
IVV
Ishares Core S&P 500 ETF

ETFs
51
+ 1.6%
$520.18 - $576.82 $26.5K - $29.4K
3.23K $1.86B
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
2.49K
+ 24.92%
$31.39 - $35.47 $78.2K - $88.4K
12.5K $440M
XLV
Select Sector Spdr Fund Health

ETFs
353
+ 4.61%
$143.3 - $157.24 $50.6K - $55.5K
8.01K $1.23B
JPIB
Jpmorgan International Bond Op

ETFs
2.06K
+ 20.45%
$46.96 - $48.73 $96.9K - $101K
12.2K $592M
IBM
International Business Machines Corp

Technology
77
+ 3.88%
$175.1 - $223.38 $13.5K - $17.2K
2.06K $456M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
351
+ 1.41%
$60.84 - $67.51 $21.4K - $23.7K
25.3K $1.71B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
189
+ 0.81%
$41.9 - $48.26 $7.92K - $9.12K
23.5K $1.13B
XLP
Consumer Staples Sector Spdr

ETFs
672
+ 9.18%
$76.04 - $76.04 $51.1K - $51.1K
7.99K $663M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
19
+ 0.15%
$87.56 - $95.49 $1.66K - $1.81K
12.8K $1.23B
ABBV
Abb Vie Inc.

Healthcare
187
+ 8.42%
$163.84 - $199.33 $30.6K - $37.3K
2.41K $476M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.62K
+ 13.26%
$24.86 - $26.33 $65.1K - $68.9K
22.4K $584M
VUG
Vanguard Growth ETF

ETFs
190
+ 17.56%
$341.08 - $391.94 $64.8K - $74.5K
1.27K $488M
HYG
Ishares Tr

ETFs
576
+ 4.96%
$76.72 - $80.36 $44.2K - $46.3K
12.2K $978M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.53K
+ 27.61%
$50.63 - $51.11 $77.3K - $78K
7.05K $360M
Ishares Bitcoin Trust ETF
1.7K
+ 21.41%
N/A
9.63K $348M
AMP
Ameriprise Financial Inc

Financial Services
114
+ 23.8%
$391.53 - $469.81 $44.6K - $53.6K
593 $279M
DFAI
Dimensional ETF Tr

ETFs
1.03K
+ 6.58%
$28.69 - $32.06 $29.4K - $32.9K
16.6K $528M
IWR
Ishares Russell Mid Cap ETF

ETFs
192
+ 2.85%
$79.92 - $88.19 $15.3K - $16.9K
6.94K $612M
NTAP
Net App, Inc.

Technology
553
+ 26.33%
$114.18 - $134.62 $63.1K - $74.4K
2.65K $328M
V
Visa Inc.

Financial Services
157
+ 17.2%
$253.74 - $291.56 $39.8K - $45.8K
1.07K $294M
SJNK
Spdr Bloomberg Short Term High

ETFs
1.59K
+ 10.44%
$24.8 - $25.75 $39.3K - $40.8K
16.8K $432M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
253
+ 2.53%
$41.02 - $46.01 $10.4K - $11.6K
10.3K $467M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
205
+ 1.2%
$76.38 - $78.87 $15.7K - $16.2K
17.2K $1.36B
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.02K
+ 11.7%
$28.25 - $31.7 $28.8K - $32.3K
9.73K $300M
KIE
Spdr S&P Insurance ETF

ETFs
50
+ 0.76%
$49.44 - $56.87 $2.47K - $2.84K
6.65K $377M
Activity Summary
Buys All Purchases 78 New Holdings 14 Increased Positions 64 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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