Narus Financial Partners, LLC Reduced Holdings in Q1 2025

Narus Financial Partners, LLC

  • $294 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
-589
- 0.04%
$84.5 - $105.05 $49.8K - $61.9K
1.43M $125B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-19.2K
- 29.53%
$50.72 - $50.92 $976K - $980K
45.9K $2.34B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-9.62K
- 24.14%
$77.7 - $78.94 $747K - $759K
30.2K $2.39B
AAPL
Apple Inc.

Technology
-440
- 2.43%
$209.68 - $247.1 $92.3K - $109K
17.7K $3.93B
ORCL
Oracle Corp

Technology
-2.47K
- 25.89%
$139.81 - $186.47 $345K - $461K
7.07K $989M
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.2K
- 44.35%
$156.61 - $168.02 $501K - $538K
4.02K $644M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.61K
- 6.39%
$102.49 - $119.96 $164K - $193K
23.5K $2.46B
SUB
Ishares Short Term National Mu

ETFs
-3.48K
- 14.8%
$105.3 - $106.24 $366K - $370K
20K $2.12B
MSFT
Microsoft Corp

Technology
-468
- 11.64%
$375.39 - $447.2 $176K - $209K
3.55K $1.33B
VTI
Vanguard Total Stock Market Et

ETFs
-491
- 3.46%
$271.18 - $303.12 $133K - $149K
13.7K $3.76B
JPIE
J P Morgan Exchange Traded Fd
-7.36K
- 12.06%
$45.46 - $46.18 $335K - $340K
53.7K $2.47B
TSLA
Tesla, Inc.

Consumer Cyclical
-391
- 29.73%
$222.15 - $428.22 $86.9K - $167K
924 $239M
AMZN
Amazon Com Inc

Consumer Cyclical
-96
- 1.11%
$190.26 - $242.06 $18.3K - $23.2K
8.53K $1.62B
EPI
Wisdomtree Tr India Earnings F

ETFs
-4.38K
- 9.19%
$40.08 - $45.85 $176K - $201K
43.3K $1.89B
XLP
Consumer Staples Sector Spdr

ETFs
-3.15K
- 44.96%
N/A
3.86K $315M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.8K
- 17.53%
$50.39 - $50.66 $242K - $243K
22.6K $1.14B
EME
Emcor Group, Inc.

Industrials
-383
- 36.97%
$361.16 - $535.99 $138K - $205K
653 $241M
XLI
Industrial Sector Spdr

ETFs
-1.66K
- 49.83%
$128.78 - $141.67 $214K - $235K
1.67K $219M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-320
- 36.95%
$435.02 - $515.95 $139K - $165K
546 $257M
VUG
Vanguard Growth ETF

ETFs
-313
- 21.86%
$369.1 - $427.61 $116K - $134K
1.12K $415M
MUB
Ishares National Muni Bond ETF

ETFs
-1.31K
- 5.99%
$104.71 - $107.69 $137K - $141K
20.5K $2.16B
IWM
Ishares Russell 2000 ETF

ETFs
-290
- 6.4%
$198.1 - $229.79 $57.4K - $66.6K
4.24K $846M
GBIL
Goldman Sachs Access Treasury

ETFs
-1.46K
- 14.32%
$99.85 - $100.19 $145K - $146K
8.72K $874M
GD
General Dynamics Corp

Industrials
-532
- 38.69%
$241.94 - $272.58 $129K - $145K
843 $230M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-577
- 14.08%
$65.15 - $91.81 $37.6K - $53K
3.52K $230M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.96K
- 27.72%
$54.25 - $57.64 $106K - $113K
5.11K $282M
IXN
Ishares Global Information Tec

ETFs
-25
- 0.21%
$75.73 - $88.4 $1.89K - $2.21K
12K $911M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.52K
- 14.4%
$76.94 - $78.28 $117K - $119K
9.06K $709M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-831
- 22.89%
$89.18 - $104.04 $74.1K - $86.5K
2.8K $256M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-200
- 16.67%
$408.78 - $448.82 $81.8K - $89.8K
1K $420M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.68K
- 13.14%
$49.25 - $50.66 $82.5K - $84.9K
11.1K $550M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.35K
- 12.35%
$85.29 - $92.57 $115K - $125K
9.6K $874M
META
Meta Platforms, Inc.

Communication Services
-65
- 1.81%
$576.36 - $736.67 $37.5K - $47.9K
3.52K $2.03B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-662
- 5.15%
$90.0 - $96.32 $59.6K - $63.8K
12.2K $1.13B
HQY
Healthequity, Inc.

Healthcare
-79
- 1.35%
$84.32 - $114.51 $6.66K - $9.05K
5.79K $512M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-172
- 1.66%
$40.03 - $46.81 $6.89K - $8.05K
10.2K $416M
HYG
Ishares Tr

ETFs
-649
- 4.58%
$78.51 - $80.11 $51K - $52K
13.5K $1.07B
XLV
Select Sector Spdr Fund Health

ETFs
-764
- 10.08%
$137.61 - $149.68 $105K - $114K
6.82K $996M
IYY
Ishares Tr

ETFs
-76
- 1.47%
$134.05 - $149.75 $10.2K - $11.4K
5.1K $694M
DFIV
Dimensional ETF Tr

ETFs
-1.91K
- 20.28%
$35.33 - $40.77 $67.6K - $78K
7.52K $296M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1
- 0.12%
$468.34 - $539.52 $468 - $540
852 $400M
SJNK
Spdr Bloomberg Short Term High

ETFs
-1.38K
- 8.16%
$25.08 - $25.64 $34.5K - $35.3K
15.5K $390M
VBR
Vanguard Small Cap Value ETF

ETFs
-42
- 1.94%
$183.02 - $207.75 $7.69K - $8.73K
2.13K $396M
AXP
American Express CO

Financial Services
-40
- 4.97%
$255.39 - $325.87 $10.2K - $13K
765 $206M
AGZ
Ishares Agency Bond ETF

ETFs
-350
- 6.63%
$107.46 - $109.48 $37.6K - $38.3K
4.93K $540M
HYD
Vaneck High Yield Muni ETF

ETFs
-330
- 1.92%
$50.79 - $52.53 $16.8K - $17.3K
16.9K $864M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-1.4K
- 10.74%
$31.42 - $34.87 $44.1K - $49K
11.7K $393M
MSTR
Microstrategy Inc

Technology
-78
- 8.18%
$239.27 - $396.5 $18.7K - $30.9K
875 $252M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-380
- 2.48%
$29.82 - $30.1 $11.3K - $11.4K
15K $450M
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
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