Narus Financial Partners, LLC Portfolio Holdings

Narus Financial Partners, LLC

  • $248 Billion
  • Q2 2024

Narus Financial Partners, LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $248 Billion distributed in 142 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $100B, Technology Sector Spdr with a value of $5.03B, Vanguard Ftse Developed Market with a value of $4.51B, Spdr Gold Trust with a value of $4.39B, and Vanguard Total Stock Market Et with a value of $3.79B.

Examining the 13F form we can see an increase of $13.8B in the current position value, from $234B to 248B.

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 $248 Billion
ETFs: $112 Billion
Consumer Defensive: $101 Billion
Technology: $13.5 Billion
Financial Services: $3.88 Billion
Communication Services: $3.6 Billion
Consumer Cyclical: $2.84 Billion
Healthcare: $2.44 Billion
Industrials: $1.34 Billion
Other: $1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$618B
$1.06 Billion 0.43% of portfolio
5,228
Q2 2024 Reduced 1.4%
$595B
$1.03 Billion 0.41% of portfolio
2,527
Q2 2024 Added 1.57%
$0
$1.02 Billion 0.41% of portfolio
23,357
Q2 2024 Added 1.6%
$0
$931 Million 0.38% of portfolio
26,540
Q2 2024 Added 2.84%
$0
$895 Million 0.36% of portfolio
11,608
Q2 2024 Added 10.33%
$0
$880 Million 0.35% of portfolio
17,030
Q4 2019 Reduced 2.08%
$0
$833 Million 0.34% of portfolio
30,602
Q2 2024 Reduced 21.33%
$0
$853 Million 0.34% of portfolio
4,205
Q2 2024 Added 0.6%
$42.2B
$816 Million 0.33% of portfolio
18,567
Q2 2024 Reduced 1.84%
$191B
$734 Million 0.3% of portfolio
3,686
Q2 2024 Added 4.86%
$0
$685 Million 0.28% of portfolio
5,176
Q3 2019 Reduced 50.0%
$0
$674 Million 0.27% of portfolio
17,172
Q2 2024 Added 0.8%
$0
$633 Million 0.25% of portfolio
5,191
Q2 2024 Added 3.65%
$0
$599 Million 0.24% of portfolio
11,950
Q2 2024 Added 16.59%
$0
$594 Million 0.24% of portfolio
3,947
Q2 2024 Reduced 11.02%
$0
$561 Million 0.23% of portfolio
7,320
Q2 2024 Reduced 6.53%
$0
$574 Million 0.23% of portfolio
15,827
Q2 2024 Added 1.7%
$5.98B
$558 Million 0.22% of portfolio
44,000
Q2 2024 New
$110B
$543 Million 0.22% of portfolio
658
Q1 2021 Added 15.96%
$0
$547 Million 0.22% of portfolio
6,746
Q2 2024 Added 14.69%
$0
$522 Million 0.21% of portfolio
1,335
Q2 2024 Reduced 1.48%
$0
$495 Million 0.2% of portfolio
19,741
Q2 2024 Added 5.02%
$0
$498 Million 0.2% of portfolio
863
Q2 2024 Added 0.94%
$0
$508 Million 0.2% of portfolio
5,532
Q2 2024 Added 2.88%
$106B
$472 Million 0.19% of portfolio
1,427
Q2 2024 Added 3.26%
$11.1B
$461 Million 0.19% of portfolio
981
Q2 2024 Reduced 3.82%
$0
$476 Million 0.19% of portfolio
10,094
Q2 2024 Added 18.36%
$0
$477 Million 0.19% of portfolio
5,200
Q2 2024 Reduced 6.31%
$83B
$465 Million 0.19% of portfolio
1,603
Q2 2024 Reduced 3.72%
$81.3B
$479 Million 0.19% of portfolio
1,099
Q4 2023 Reduced 15.4%
$0
$462 Million 0.19% of portfolio
15,575
Q2 2024 Added 5.82%
$0
$445 Million 0.18% of portfolio
14,991
Q2 2024 Added 5.69%
$0
$436 Million 0.18% of portfolio
2,389
Q2 2024 Reduced 10.76%
$0
$410 Million 0.17% of portfolio
856
Q2 2024 Reduced 18.71%
$0
$428 Million 0.17% of portfolio
3,975
Q2 2024 Reduced 8.93%
$0
$416 Million 0.17% of portfolio
10,015
Q2 2024 Reduced 7.12%
$20.5B
$395 Million 0.16% of portfolio
1,082
Q2 2024 Added 2.37%
$0
$405 Million 0.16% of portfolio
1,082
Q2 2024 New
$0
$397 Million 0.16% of portfolio
5,832
Q2 2024 Reduced 0.77%
$0
$372 Million 0.15% of portfolio
4,648
Q2 2024 Added 2.74%
$349B
$381 Million 0.15% of portfolio
2,221
Q2 2024 Added 11.11%
$71.7B
$380 Million 0.15% of portfolio
2,567
Q3 2019 Added 6.74%
$547B
$368 Million 0.15% of portfolio
722
Q2 2024 Reduced 0.69%
$0
$367 Million 0.15% of portfolio
7,146
Q2 2024 Added 4.28%
$0
$379 Million 0.15% of portfolio
15,183
Q2 2024 Added 12.22%
$241B
$385 Million 0.15% of portfolio
692
Q2 2024 Reduced 1.84%
$0
$353 Million 0.14% of portfolio
7,246
Q2 2024 Added 2.79%
$392B
$353 Million 0.14% of portfolio
415
Q2 2024 Reduced 1.43%
$198B
$343 Million 0.14% of portfolio
1,986
Q2 2024 Added 0.35%

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $248 Billion
  • Prior Value $234 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 17, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 12 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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