Narus Financial Partners, LLC Portfolio Holdings

Narus Financial Partners, LLC

  • $294 Billion
  • Q1 2025

Narus Financial Partners, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $294 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $125B, Spdr Gold Trust with a value of $7.13B, Vanguard Ftse Developed Market with a value of $5.53B, Technology Sector Spdr with a value of $5.46B, and Deckers Outdoor Corp with a value of $4.73B.

Examining the 13F form we can see an decrease of $1.67B in the current position value, from $296B to 294B.

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 $294 Billion
ETFs: $128 Billion
Consumer Defensive: $127 Billion
Technology: $13.9 Billion
Consumer Cyclical: $7.97 Billion
Financial Services: $5.19 Billion
Communication Services: $4.08 Billion
Healthcare: $2.47 Billion
Industrials: $1.33 Billion
Other: $505 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$264B
$125 Billion 42.61% of portfolio
1,427,050
Q1 2025 Reduced 0.04%
$105B
$7.13 Billion 2.43% of portfolio
24,751
Q1 2025 Added 10.66%
$0
$5.53 Billion 1.88% of portfolio
108,879
Q1 2025 Reduced 1.6%
$0
$5.46 Billion 1.86% of portfolio
26,451
Q1 2025 Added 16.19%
$2.94B
$4.73 Billion 1.61% of portfolio
42,270
Q1 2025 New
$0
$4.63 Billion 1.57% of portfolio
17,893
Q1 2025 Added 0.98%
$271B
$4.14 Billion 1.41% of portfolio
38,218
Q1 2025 Added 12.07%
$3.42T
$3.93 Billion 1.34% of portfolio
17,676
Q1 2025 Reduced 2.43%
$0
$3.89 Billion 1.32% of portfolio
96,975
Q1 2025 Added 8.11%
$0
$3.79 Billion 1.29% of portfolio
17,081
Q1 2025 Added 1.49%
$0
$3.76 Billion 1.28% of portfolio
13,698
Q1 2025 Reduced 3.46%
$335M
$3.57 Billion 1.22% of portfolio
249,421
Q1 2025 Added 23.02%
$0
$3.37 Billion 1.15% of portfolio
67,681
Q1 2025 Added 19.32%
$0
$3.36 Billion 1.14% of portfolio
22,657
Q1 2025 Added 26.5%
$0
$3.15 Billion 1.07% of portfolio
53,420
Q1 2025 Added 3.5%
$0
$2.99 Billion 1.02% of portfolio
40,687
Q1 2025 Added 2.36%
$0
$2.95 Billion 1.0% of portfolio
46,376
Q1 2025 Reduced 0.14%
$0
$2.7 Billion 0.92% of portfolio
31,702
Q1 2025 Added 24.41%
$0
$2.67 Billion 0.91% of portfolio
56,100
Q1 2025 Added 13.23%
$0
$2.47 Billion 0.84% of portfolio
53,672
Q1 2025 Reduced 12.06%
$0
$2.46 Billion 0.84% of portfolio
23,510
Q1 2025 Reduced 6.39%
$0
$2.45 Billion 0.83% of portfolio
14,159
Q1 2025 Added 2.14%
$0
$2.39 Billion 0.81% of portfolio
83,692
Q1 2025 Reduced 0.79%
$0
$2.39 Billion 0.81% of portfolio
30,218
Q1 2025 Reduced 24.14%
$0
$2.34 Billion 0.79% of portfolio
45,942
Q1 2025 Reduced 29.53%
$0
$2.16 Billion 0.74% of portfolio
20,523
Q1 2025 Reduced 5.99%
$0
$2.16 Billion 0.73% of portfolio
4,194
Q1 2025 Added 0.7%
$0
$2.12 Billion 0.72% of portfolio
20,033
Q1 2025 Reduced 14.8%
$957B
$2.05 Billion 0.7% of portfolio
13,288
Q1 2025 Added 4.24%
$1.25T
$2.03 Billion 0.69% of portfolio
3,517
Q1 2025 Reduced 1.81%
$0
$1.92 Billion 0.65% of portfolio
9,733
Q1 2025 Added 0.42%
$0
$1.88 Billion 0.64% of portfolio
22,989
Q1 2025 Added 9.42%
$0
$1.89 Billion 0.64% of portfolio
19,100
Q1 2025 Reduced 0.75%
$0
$1.89 Billion 0.64% of portfolio
43,295
Q1 2025 Reduced 9.19%
$0
$1.78 Billion 0.6% of portfolio
27,011
Q1 2025 Added 2.4%
$0
$1.76 Billion 0.6% of portfolio
3,130
Q4 2024 Reduced 3.1%
$694B
$1.65 Billion 0.56% of portfolio
3,091
Q1 2025 Added 18.66%
$1.88T
$1.62 Billion 0.55% of portfolio
8,533
Q1 2025 Reduced 1.11%
$0
$1.59 Billion 0.54% of portfolio
2,836
Q1 2025 Added 10.26%
$2.95T
$1.33 Billion 0.45% of portfolio
3,551
Q1 2025 Reduced 11.64%
$0
$1.19 Billion 0.41% of portfolio
12,781
Q1 2025 Added 3.87%
$0
$1.14 Billion 0.39% of portfolio
22,570
Q1 2025 Reduced 17.53%
$0
$1.13 Billion 0.38% of portfolio
12,201
Q1 2025 Reduced 5.15%
$0
$1.04 Billion 0.36% of portfolio
23,077
Q1 2025 Reduced 0.85%
$0
$1.06 Billion 0.36% of portfolio
41,028
Q1 2025 Reduced 5.05%
$0
$1.07 Billion 0.36% of portfolio
13,506
Q1 2025 Reduced 4.58%
$0
$1.01 Billion 0.34% of portfolio
42,170
Q1 2025 Reduced 0.35%
$0
$996 Million 0.34% of portfolio
6,819
Q1 2025 Reduced 10.08%
$718B
$995 Million 0.34% of portfolio
4,057
Q1 2025 Added 2.14%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $294 Billion
  • Prior Value $296 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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