Narus Financial Partners, LLC Portfolio Holdings

Narus Financial Partners, LLC

  • $296 Billion
  • Q4 2024

Narus Financial Partners, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $296 Billion distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $129B, Spdr Gold Trust with a value of $5.42B, Technology Sector Spdr with a value of $5.29B, Vanguard Ftse Developed Market with a value of $5.29B, and Vanguard Mid Cap ETF with a value of $4.68B.

Examining the 13F form we can see an increase of $16.7B in the current position value, from $279B to 296B.

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 $296 Billion
Consumer Defensive: $130 Billion
ETFs: $129 Billion
Technology: $16.3 Billion
Financial Services: $4.74 Billion
Communication Services: $4.72 Billion
Consumer Cyclical: $3.91 Billion
Healthcare: $1.98 Billion
Industrials: $1.56 Billion
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$257B
$129 Billion 43.62% of portfolio
1,427,639
Q4 2024 Reduced 3.5%
$276B
$4.58 Billion 1.55% of portfolio
34,103
Q4 2024 Added 12.86%
$3.78T
$4.54 Billion 1.53% of portfolio
18,116
Q4 2024 Added 3.31%
$1.03T
$2.41 Billion 0.82% of portfolio
12,748
Q4 2024 Added 32.72%
$1.41T
$2.1 Billion 0.71% of portfolio
3,582
Q4 2024 Added 16.72%
$2.04T
$1.89 Billion 0.64% of portfolio
8,629
Q4 2024 Added 31.74%
$2.96T
$1.69 Billion 0.57% of portfolio
4,019
Q4 2024 Added 58.54%
$407B
$1.59 Billion 0.54% of portfolio
9,544
Q4 2024 Added 10.21%
$648B
$1.18 Billion 0.4% of portfolio
2,605
Q4 2024 Added 5.47%
$723B
$952 Million 0.32% of portfolio
3,972
Q4 2024 Reduced 5.02%
$72.7B
$852 Million 0.29% of portfolio
3,677
Q4 2024 Added 65.63%
$175B
$684 Million 0.23% of portfolio
4,456
Q4 2024 Added 10.0%
$8.56B
$563 Million 0.19% of portfolio
5,870
Q4 2024 Reduced 10.15%
$563B
$519 Million 0.18% of portfolio
1,643
Q4 2024 Added 53.55%
$832B
$531 Million 0.18% of portfolio
1,315
Q4 2024 Added 6.74%
$73.1B
$516 Million 0.17% of portfolio
1,099
Q4 2023 Reduced 15.4%
$14.8B
$482 Million 0.16% of portfolio
3,791
Q4 2024 Added 28.38%
$17.9B
$470 Million 0.16% of portfolio
1,036
Q4 2024 Reduced 4.25%
$10.1B
$435 Million 0.15% of portfolio
866
Q4 2024 Reduced 7.38%
$98.1B
$415 Million 0.14% of portfolio
658
Q1 2021 Added 15.96%
$454B
$406 Million 0.14% of portfolio
443
Q4 2024 Added 4.24%
$456B
$390 Million 0.13% of portfolio
770
Q4 2024 Added 6.65%
$53.7B
$385 Million 0.13% of portfolio
723
Q4 2024 Added 21.92%
$52.5B
$358 Million 0.12% of portfolio
2,648
Q4 2024 Added 2.36%
$72.6B
$362 Million 0.12% of portfolio
1,375
Q4 2024 Reduced 3.37%
$78.7B
$350 Million 0.12% of portfolio
4,098
Q4 2024 Added 6.36%
$20B
$344 Million 0.12% of portfolio
2,965
Q4 2024 Added 11.76%
$5.49B
$323 Million 0.11% of portfolio
25,400
Q4 2024 Reduced 34.87%
$276B
$335 Million 0.11% of portfolio
4,773
Q4 2024 Added 19.33%
$140B
$320 Million 0.11% of portfolio
2,645
Q4 2019 Reduced 2.88%
$373B
$282 Million 0.1% of portfolio
1,587
Q4 2024 Reduced 34.09%
$48.8B
$292 Million 0.1% of portfolio
3,950
Q4 2024 New
$96.3B
$306 Million 0.1% of portfolio
1,107
Q4 2024 Reduced 22.21%
$5.18B
$280 Million 0.09% of portfolio
2,996
Q4 2024 Reduced 2.98%
$8.24B
$277 Million 0.09% of portfolio
999
Q2 2024 New
$207B
$262 Million 0.09% of portfolio
589
Q4 2024 Reduced 13.0%
$2.84B
$276 Million 0.09% of portfolio
953
Q4 2024 Reduced 38.91%
$391B
$245 Million 0.08% of portfolio
630
Q2 2024 Reduced 3.82%
$9.24B
$238 Million 0.08% of portfolio
2,203
Q4 2024 New
$206B
$239 Million 0.08% of portfolio
805
Q4 2024 Reduced 3.36%
$186B
$248 Million 0.08% of portfolio
50
Q4 2024 New
$243B
$227 Million 0.08% of portfolio
2,329
Q4 2024 Added 1.44%
$1.06T
$213 Million 0.07% of portfolio
1,120
Q4 2024 Reduced 6.67%
$912B
$217 Million 0.07% of portfolio
1,100
Q4 2024 New
$214B
$209 Million 0.07% of portfolio
1,256
Q4 2024 Added 0.4%
$92.2B
$215 Million 0.07% of portfolio
377
Q4 2024 New
$60B
$219 Million 0.07% of portfolio
910
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $296 Billion
  • Prior Value $279 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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