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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.75B
$4.73 Billion 1.61% of portfolio
42,270
Q1 2025 New
$8.54B
$512 Million 0.17% of portfolio
5,791
Q1 2025 Reduced 1.35%
$5.14B
$317 Million 0.11% of portfolio
3,468
Q1 2025 Added 15.75%
$3.57B
$252 Million 0.09% of portfolio
875
Q1 2025 Reduced 8.18%
$8.78B
$257 Million 0.09% of portfolio
546
Q1 2025 Reduced 36.95%
$5.08B
$211 Million 0.07% of portfolio
6,823
Q1 2025 New
$9.18B
$215 Million 0.07% of portfolio
2,252
Q1 2025 Added 2.22%

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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