Narus Financial Partners, LLC Portfolio Holdings

Narus Financial Partners, LLC

  • $234 Billion
  • Q1 2024

Narus Financial Partners, LLC has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $234 Billion distributed in 142 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $89.1B, Technology Sector Spdr with a value of $4.68B, Vanguard Ftse Developed Market with a value of $4.5B, Spdr Gold Trust with a value of $4.29B, and Vanguard Total Stock Market Et with a value of $3.77B.

Examining the 13F form we can see an increase of $26.7B in the current position value, from $208B to 234B.

Narus Financial Partners, LLC is based out at Salt Lake City, UT

Below you can find more details about Narus Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $234 Billion
ETFs: $110 Billion
Consumer Defensive: $90.1 Billion
Technology: $11 Billion
Healthcare: $4.98 Billion
Financial Services: $4.53 Billion
Communication Services: $2.99 Billion
Consumer Cyclical: $2.62 Billion
Industrials: $1.59 Billion
Other: $1.22 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$184B
$89.1 Billion 38.04% of portfolio
1,481,111
Q4 2019 Reduced 0.35%
$0
$4.68 Billion 2.0% of portfolio
22,467
Q4 2019 Reduced 7.31%
$0
$4.5 Billion 1.92% of portfolio
89,670
Q4 2019 Added 2.39%
$74.2B
$4.29 Billion 1.83% of portfolio
20,862
Q4 2019 Added 1.78%
$0
$3.77 Billion 1.61% of portfolio
14,496
Q4 2019 Reduced 0.63%
$0
$3.74 Billion 1.6% of portfolio
74,223
Q4 2019 Added 271.63%
Schwab Charles Family Fd
-
$3.66 Billion 1.56% of portfolio
-
Q1 2024 Reduced 27.24%
$0
$3.49 Billion 1.49% of portfolio
13,957
Q4 2019 Added 1.56%
$0
$3.31 Billion 1.41% of portfolio
45,566
Q1 2024 Added 11.39%
$0
$3.17 Billion 1.35% of portfolio
13,852
Q4 2019 Added 12.87%
$3.38T
$3.17 Billion 1.35% of portfolio
18,462
Q4 2019 Reduced 13.1%
$0
$3.01 Billion 1.28% of portfolio
38,936
Q4 2019 Reduced 1.09%
$47.3B
$2.93 Billion 1.25% of portfolio
8,456
Q1 2024 New
$0
$2.91 Billion 1.24% of portfolio
57,312
Q1 2024 Added 7.06%
$308B
$2.81 Billion 1.2% of portfolio
3,115
Q1 2024 Reduced 1.58%
$0
$2.75 Billion 1.17% of portfolio
43,458
Q4 2019 Added 26.05%
$0
$2.63 Billion 1.12% of portfolio
48,266
Q4 2019 Added 8.04%
$0
$2.62 Billion 1.12% of portfolio
92,838
Q4 2019 Added 54.84%
$0
$2.52 Billion 1.08% of portfolio
54,339
Q1 2024 Added 12.37%
$0
$2.35 Billion 1.0% of portfolio
37,630
Q1 2024 Added 7.96%
$0
$2.03 Billion 0.87% of portfolio
12,458
Q1 2024 Reduced 6.04%
$0
$2 Billion 0.86% of portfolio
82,162
Q4 2023 Added 0.61%
$0
$1.82 Billion 0.78% of portfolio
16,495
Q1 2024 Added 13.33%
$0
$1.78 Billion 0.76% of portfolio
3,703
Q1 2024 Added 36.34%
$0
$1.77 Billion 0.75% of portfolio
3,363
Q4 2019 Reduced 10.94%
$0
$1.73 Billion 0.74% of portfolio
13,188
Q4 2019 Added 5.27%
$0
$1.69 Billion 0.72% of portfolio
16,728
Q1 2024 Added 20.01%
$0
$1.62 Billion 0.69% of portfolio
38,573
Q4 2019 Added 18.14%
$0
$1.6 Billion 0.68% of portfolio
8,720
Q1 2024 Added 29.03%
$0
$1.56 Billion 0.67% of portfolio
14,899
Q4 2019 Reduced 2.94%
$1.13T
$1.56 Billion 0.67% of portfolio
3,217
Q1 2024 Reduced 6.65%
$0
$1.53 Billion 0.65% of portfolio
24,788
Q4 2019 Reduced 0.94%
$0
$1.47 Billion 0.63% of portfolio
15,035
Q4 2019 Reduced 2.67%
$1.09T
$1.42 Billion 0.61% of portfolio
9,438
Q1 2024 Reduced 1.92%
$0
$1.35 Billion 0.58% of portfolio
16,924
Q4 2019 Added 25.95%
$0
$1.35 Billion 0.58% of portfolio
2,581
Q1 2024 Reduced 7.02%
$0
$1.26 Billion 0.54% of portfolio
13,343
Q4 2019 Reduced 14.58%
$0
$1.24 Billion 0.53% of portfolio
28,454
Q1 2024 Added 473.67%
-
$1.23 Billion 0.52% of portfolio
-
Q1 2024 Added 3.11%
$0
$1.22 Billion 0.52% of portfolio
12,905
Q4 2019 Reduced 28.66%
$0
$1.16 Billion 0.5% of portfolio
7,880
Q4 2019 Added 3.81%
$1.97T
$1.17 Billion 0.5% of portfolio
6,504
Q4 2019 Added 63.03%
$0
$1.16 Billion 0.49% of portfolio
12,811
Q3 2019 Added 6.71%
$0
$1.15 Billion 0.49% of portfolio
14,951
Q1 2024 Added 30.03%
$381B
$1.13 Billion 0.48% of portfolio
8,960
Q1 2024 Reduced 7.15%
$0
$1.13 Billion 0.48% of portfolio
15,103
Q4 2019 Reduced 4.23%
$0
$1.09 Billion 0.46% of portfolio
38,900
Q4 2019 Added 16.48%
$3.33T
$1.07 Billion 0.46% of portfolio
2,550
Q1 2024 Reduced 3.74%
$593B
$1.06 Billion 0.45% of portfolio
5,302
Q4 2019 Reduced 10.36%

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $234 Billion
  • Prior Value $208 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 11 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
Track This Portfolio

Track Narus Financial Partners, LLC Portfolio

Follow Narus Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Narus Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Narus Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email