Narus Financial Partners, LLC Portfolio Holdings

Narus Financial Partners, LLC

  • $279 Billion
  • Q3 2024

Narus Financial Partners, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $279 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 $119B, Spdr Gold Trust with a value of $4.92B, Vanguard Ftse Developed Market with a value of $4.75B, Technology Sector Spdr with a value of $4.58B, and Vanguard Mid Cap ETF with a value of $4.47B.

Examining the 13F form we can see an increase of $30.8B in the current position value, from $248B to 279B.

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 $279 Billion
ETFs: $123 Billion
Consumer Defensive: $121 Billion
Technology: $14.3 Billion
Financial Services: $4.3 Billion
Communication Services: $3.55 Billion
Consumer Cyclical: $3.03 Billion
Healthcare: $2.42 Billion
Industrials: $1.92 Billion
Other: $471 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$229B
$119 Billion 42.83% of portfolio
1,479,426
Q3 2024 Reduced 0.08%
$3.62T
$4.09 Billion 1.46% of portfolio
17,536
Q3 2024 Reduced 2.68%
$354B
$3.67 Billion 1.32% of portfolio
30,216
Q3 2024 Added 0.51%
$1.25T
$1.76 Billion 0.63% of portfolio
3,069
Q3 2024 Reduced 5.54%
$1.03T
$1.59 Billion 0.57% of portfolio
9,605
Q3 2024 Added 0.21%
$495B
$1.48 Billion 0.53% of portfolio
8,660
Q3 2024 Reduced 3.72%
$2.06T
$1.22 Billion 0.44% of portfolio
6,550
Q3 2024 Reduced 1.96%
$612B
$1.14 Billion 0.41% of portfolio
2,470
Q3 2024 Reduced 2.26%
$3.09T
$1.09 Billion 0.39% of portfolio
2,535
Q3 2024 Reduced 2.42%
-
$980 Million 0.35% of portfolio
-
Q3 2024 Reduced 33.89%
$720B
$882 Million 0.32% of portfolio
4,182
Q3 2024 Reduced 20.01%
$180B
$689 Million 0.25% of portfolio
4,051
Q3 2024 Added 9.9%
$76B
$580 Million 0.21% of portfolio
1,099
Q4 2023 Reduced 15.4%
$8.37B
$535 Million 0.19% of portfolio
6,533
Q3 2024 Added 0.11%
$87.1B
$510 Million 0.18% of portfolio
658
Q1 2021 Added 15.96%
$98.1B
$493 Million 0.18% of portfolio
1,423
Q3 2024 Reduced 0.28%
$23.8B
$466 Million 0.17% of portfolio
1,082
Q2 2024 Added 2.37%
$12B
$461 Million 0.17% of portfolio
935
Q3 2024 Reduced 4.69%
$292B
$476 Million 0.17% of portfolio
2,408
Q3 2024 Added 8.42%
$184B
$456 Million 0.16% of portfolio
2,063
Q3 2024 Added 3.88%
$79.1B
$430 Million 0.15% of portfolio
1,423
Q3 2024 Reduced 11.23%
$554B
$422 Million 0.15% of portfolio
722
Q2 2024 Reduced 0.69%
$66.8B
$383 Million 0.14% of portfolio
2,220
Q3 2024 Added 918.35%
$70B
$403 Million 0.14% of portfolio
2,587
Q3 2024 Added 0.78%
$401B
$377 Million 0.14% of portfolio
425
Q3 2024 Added 2.41%
$234B
$351 Million 0.13% of portfolio
677
Q3 2024 Reduced 2.17%
$1.01T
$322 Million 0.12% of portfolio
1,232
Q3 2024 Reduced 15.56%
$25.5B
$328 Million 0.12% of portfolio
2,653
Q3 2024 Added 26.33%
$15.3B
$326 Million 0.12% of portfolio
2,953
Q3 2024 Reduced 15.07%
$139B
$311 Million 0.11% of portfolio
2,645
Q4 2019 Reduced 2.88%
$99.3B
$301 Million 0.11% of portfolio
3,853
Q3 2024 Reduced 12.19%
$506B
$294 Million 0.11% of portfolio
1,070
Q3 2024 Added 17.2%
$60B
$279 Million 0.1% of portfolio
593
Q3 2024 Added 23.8%
$5.97B
$288 Million 0.1% of portfolio
3,088
Q3 2024 Reduced 6.76%
$72.3B
$293 Million 0.1% of portfolio
1,044
Q3 2024 New
$3.18B
$263 Million 0.09% of portfolio
1,560
Q3 2024 New
$11.7B
$253 Million 0.09% of portfolio
999
Q2 2024 New
$6.66B
$250 Million 0.09% of portfolio
2,480
Q3 2024 Reduced 11.43%
$418B
$255 Million 0.09% of portfolio
630
Q2 2024 Reduced 3.82%
$222B
$264 Million 0.09% of portfolio
2,296
Q3 2024 New
$497B
$251 Million 0.09% of portfolio
2,141
Q3 2024 Reduced 10.27%
$145B
$238 Million 0.09% of portfolio
1,179
Q3 2024 Added 36.3%
$167B
$213 Million 0.08% of portfolio
788
Q3 2024 New
$214B
$226 Million 0.08% of portfolio
833
Q3 2024 Reduced 10.72%
$193B
$236 Million 0.08% of portfolio
1,251
Q3 2024 New
$152B
$231 Million 0.08% of portfolio
716
Q4 2019 Added 20.11%
$61.1B
$213 Million 0.08% of portfolio
910
Q3 2024 New
$143B
$220 Million 0.08% of portfolio
2,089
Q3 2024 Reduced 10.61%
$282B
$226 Million 0.08% of portfolio
4,000
Q3 2024 Reduced 33.6%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $279 Billion
  • Prior Value $248 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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