NF

Narus Financial Partners, LLC

13F
Narus Financial Partners, LLC
Last update 2024-10-18 148 Stocks (14 new)
Value $277.00 Mil Turnover 4 %
Countries:
Top Holdings: WMT(43.13%)GLD(1.78%)VEA(1.71%)XLK(1.66%)VO(1.62%)
Portfolio Report
Summary Stock Picks Current Portfolio
Narus Financial Partners, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
WMT 		Walmart Inc
1,479,426
119463.640
-0.08%
43.130
-0.03%
0.020
+24.16%
+60.79%
672640.858
Retail - Defensive
GLD 		SPDR Gold Shares ETF
20,233
4917.830
-0.80%
1.780
-0.01%
0.010
+13.90%
+32.55%
78350.852
 
VEA 		Vanguard FTSE Developed Markets ETF
89,865
4745.780
-1.46%
1.710
-0.03%
0.000
+6.74%
+6.08%
139217.980
 
XLK 		Technology Select Sector SPDR ETF
20,307
4584.510
-8.65%
1.660
-0.18%
0.010
+14.65%
+17.88%
70565.677
 
VO 		Vanguard Mid-Cap ETF
16,958
4473.960
+11.25%
1.620
+0.16%
0.010
+12.13%
+14.64%
67436.749
 
AAPL 		Apple Inc
17,536
4085.990
-2.68%
1.480
-0.04%
0.000
+6.90%
+16.50%
3377630.649
Hardware
BND 		Vanguard Total Bond Market ETF
53,646
4029.340
+10.09%
1.450
+0.13%
0.000
-1.79%
-0.73%
112330.827
 
VTI 		Vanguard Total Stock Market ETF
14,117
3997.280
-0.32%
1.440
0%
0.000
+11.80%
+20.27%
423658.824
 
NVDA 		NVIDIA Corp
30,216
3669.430
+0.51%
1.320
+0.01%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
VB 		Vanguard Small Cap ETF
15,153
3594.430
+7.86%
1.300
+0.09%
0.010
+12.14%
+12.90%
59967.783
 

Narus Financial Partners, LLC's Historical Top Holdings Breakdowns

Narus Financial Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPIE 		JPMorgan Income ETF2024-09-30Add
+0.23%
●
45.17 ($45.88) 46.39
$45.65
-0.50%
Add 56.99%
37,825
13,731
HIGH 		Simplify Enhanced Income ETF2024-09-30Reduce
-0.21%
●
23.28 ($23.8) 24.42
$23.52
-1.18%
Reduce -33.89%
41,807
-21,429
DFSD 		Dimensional Short-Duration Fixed Income ETF2024-09-30Add
+0.20%
●
47 ($47.46) 47.84
$47.29
-0.36%
Add 48.78%
35,406
11,609
XLK 		Technology Select Sector SPDR ETF2024-09-30Reduce
-0.18%
●
197.34 ($219.54) 237.68
$226.89
3.35%
Reduce -8.65%
20,307
-1,924
VO 		Vanguard Mid-Cap ETF2024-09-30Add
+0.16%
●
237.84 ($251.14) 263.83
$266.69
6.19%
Add 11.25%
16,958
1,715
TLT 		iShares 20+ Year Treasury Bond ETF2024-09-30New Buy
+0.16%
●
89.91 ($96.43) 101.33
$92.71
-3.86%
New holding
4,642
4,642
BND 		Vanguard Total Bond Market ETF2024-09-30Add
+0.13%
●
71.45 ($74) 75.64
$73.00
-1.35%
Add 10.09%
53,646
4,918
IJR 		iShares Core S&P Small-Cap ETF2024-09-30Add
+0.12%
●
105.53 ($112.98) 118.34
$117.37
3.89%
Add 13.98%
23,687
2,906
SUB 		iShares Short-Term National Muni Bond ETF2024-09-30Add
+0.11%
●
104.3 ($105.51) 106.3
$105.47
-0.04%
Add 16.61%
19,928
2,838
CRWD 		CrowdStrike Holdings Inc2024-09-30New Buy
+0.11%
●
217.89 ($284.07) 392.15
$307.58
8.28%
New holding
1,044
1,044

Narus Financial Partners, LLC Total Holding History ($B)

To

Narus Financial Partners, LLC's Asset Allocation

To

Narus Financial Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Narus Financial Partners, LLC's Hypothetical Growth since 2024-09-30

Narus Financial Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Narus Financial Partners, LLC's Holdings Heat Map

Size field:

Narus Financial Partners, LLC's Holdings Bubble Chart

Narus Financial Partners, LLC News

  • 1

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