Narus Financial Partners, LLC Incresed Positions in Q1 2025

Narus Financial Partners, LLC

  • $294 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
2.38K
+ 10.66%
$243.19 - $288.14 $580K - $687K
24.8K $7.13B
DBO
Invesco Db Oil Fund

ETFs
46.7K
+ 23.02%
$13.36 - $15.88 $624K - $741K
249K $3.57B
XLF
Financial Sector Spdr

ETFs
11K
+ 19.32%
$47.32 - $52.19 $519K - $572K
67.7K $3.37B
VOX
Vanguard Communication Service

ETFs
4.75K
+ 26.5%
$147.73 - $169.24 $701K - $803K
22.7K $3.36B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
486
+ 18.66%
$442.66 - $534.52 $215K - $260K
3.09K $1.65B
IWR
Ishares Russell Mid Cap ETF

ETFs
6.22K
+ 24.41%
$82.81 - $92.93 $515K - $578K
31.7K $2.7B
EFV
Msci Eafe Value ETF

ETFs
1.81K
+ 3.5%
$51.88 - $60.73 $93.7K - $110K
53.4K $3.15B
DFSD
Dimensional ETF Tr Short Durat

ETFs
6.55K
+ 13.23%
$46.74 - $47.55 $306K - $312K
56.1K $2.67B
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.98K
+ 9.42%
$74.85 - $84.89 $148K - $168K
23K $1.88B
XLK
Technology Sector Spdr

ETFs
3.69K
+ 16.19%
$206.38 - $242.18 $761K - $893K
26.5K $5.46B
XLE
Energy Sector Spdr

ETFs
476
+ 3.87%
$85.7 - $93.96 $40.8K - $44.7K
12.8K $1.19B
ABBV
Abb Vie Inc.

Healthcare
401
+ 25.27%
$169.2 - $216.66 $67.8K - $86.9K
1.99K $417M
BND
Vanguard Bd Index Fd Inc Total

ETFs
939
+ 2.36%
$71.17 - $73.66 $66.8K - $69.2K
40.7K $2.99B
VGT
Vanguard Information Technolog

ETFs
364
+ 40.94%
$542.38 - $646.34 $197K - $235K
1.25K $680M
QCOM
Qualcomm Inc

Technology
699
+ 15.69%
$151.94 - $175.86 $106K - $123K
5.16K $792M
V
Visa Inc.

Financial Services
145
+ 8.83%
$306.92 - $362.71 $44.5K - $52.6K
1.79K $626M
BKNG
Booking Holdings Inc.

Consumer Cyclical
27
+ 54.0%
$4295.4 - $5141.88 $116K - $139K
77 $355M
IBM
International Business Machines Corp

Technology
150
+ 6.7%
$217.4 - $264.74 $32.6K - $39.7K
2.39K $594M
VTV
Vanguard Value ETF

ETFs
297
+ 2.14%
$167.73 - $179.21 $49.8K - $53.2K
14.2K $2.45B
CI
Cigna Corp

Healthcare
116
+ 10.48%
$274.49 - $329.0 $31.8K - $38.2K
1.22K $402M
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.24K
+ 8.07%
$25.54 - $27.64 $57.1K - $61.8K
29.9K $816M
GE
General Electric CO

Industrials
242
+ 19.27%
$168.59 - $212.13 $40.8K - $51.3K
1.5K $300M
SPY
Spdr S&P 500 ETF Trust

ETFs
264
+ 10.26%
$551.42 - $612.93 $146K - $162K
2.84K $1.59B
KRE
Spdr S&P Regional Banking ETF

ETFs
1.8K
+ 26.49%
$55.11 - $65.5 $98.9K - $118K
8.57K $487M
MCK
Mckesson Corp

Healthcare
44
+ 11.67%
$566.21 - $672.99 $24.9K - $29.6K
421 $283M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
261
+ 1.03%
$33.84 - $37.77 $8.83K - $9.86K
25.7K $935M
SPMD
Spdr Portfolio

ETFs
1.65K
+ 21.72%
$50.21 - $57.73 $83K - $95.5K
9.27K $474M
PSCD
Invesco S&P Smallcap Consumer

ETFs
1.33K
+ 33.19%
$89.99 - $116.16 $120K - $155K
5.35K $493M
JPM
Jpmorgan Chase & CO

Financial Services
85
+ 2.14%
$225.19 - $279.95 $19.1K - $23.8K
4.06K $995M
SIGI
Selective Insurance Group Inc

Financial Services
472
+ 15.75%
$78.49 - $95.48 $37K - $45.1K
3.47K $317M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.1K
+ 27.85%
$62.43 - $84.12 $68.7K - $92.5K
5.05K $329M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
888
+ 3.69%
$24.73 - $25.62 $22K - $22.8K
24.9K $637M
MBB
Ishares Tr

ETFs
237
+ 3.77%
$90.37 - $94.08 $21.4K - $22.3K
6.52K $612M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.29K
+ 6.16%
$13.05 - $13.97 $16.8K - $18K
22.2K $303M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.96K
+ 21.04%
$27.56 - $32.1 $54K - $62.9K
11.3K $317M
IEF
Ishares Barclays

ETFs
14
+ 0.16%
$91.17 - $95.39 $1.28K - $1.34K
8.65K $825M
WFC
Wells Fargo & Company

Financial Services
213
+ 4.46%
$66.78 - $81.42 $14.2K - $17.3K
4.99K $358M
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 2.03%
$890.62 - $1076.86 $8.02K - $9.69K
452 $427M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
360
+ 4.84%
$49.78 - $53.19 $17.9K - $19.1K
7.8K $398M
VIG
Vanguard Dividend Appreciation

ETFs
104
+ 6.52%
N/A
1.7K $329M
FTCS
First Trust Capital Strength E

ETFs
25
+ 0.98%
$86.39 - $91.35 $2.16K - $2.28K
2.59K $232M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
65
+ 0.61%
$36.63 - $37.45 $2.38K - $2.43K
10.7K $396M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
450
+ 7.03%
$51.45 - $58.51 $23.2K - $26.3K
6.85K $355M
ADBE
Adobe Inc.

Technology
68
+ 11.54%
$377.84 - $464.11 $25.7K - $31.6K
657 $252M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
49
+ 2.22%
$93.57 - $120.35 $4.58K - $5.9K
2.25K $215M
AMP
Ameriprise Financial Inc

Financial Services
7
+ 0.97%
$472.29 - $575.13 $3.31K - $4.03K
730 $353M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
633
+ 2.4%
$64.88 - $72.1 $41.1K - $45.6K
27K $1.78B
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.36K
+ 7.24%
$58.81 - $68.2 $198K - $229K
49.8K $2.97B
Ishares Bitcoin Trust ETF
266
+ 2.73%
N/A
10K $469M
Activity Summary
Buys All Purchases 73 New Holdings 15 Increased Positions 58 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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