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CIK: 0001698091
Total reported value
$389.3M
$389.3M
149 檔
35.5%
According to the latest 13F quarterly dataset, Narus Financial Partners, LLC managed an equity portfolio of $389.3M at the end of Q3 2024, spanning 149 distinct U.S. exchange-listed positions.
In Q3 2024, Narus Financial Partners, LLC displayed an active expansion posture, initiating 14 new positions and adding to 64 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 42.83% | -5.00% | -0.08% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 1.76% | -0.63% | -0.80% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.70% | +0.20% | -1.46% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 1.64% | +0.99% | -8.65% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.60% | +0.17% | +11.25% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.46% | -0.01% | -2.68% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 1.44% | +0.16% | +10.09% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.43% | +0.14% | -0.32% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | +0.02% | +0.51% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.29% | +0.06% | +7.86% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.25% | -0.01% | -6.01% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.14% | +0.02% | +7.93% | |
| 13 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.12% | -0.03% | +0.65% | |
| 14 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.05% | +0.04% | +4.96% | |
| 15 | PSCT | Invesco S&p Smallcap Informa | ETF-Other | 1.05% | +0.47% | +9.28% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.00% | -0.04% | -5.86% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.00% | -0.03% | +2.18% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.99% | +0.11% | +13.98% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.94% | +0.13% | +3.16% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.85% | +0.11% | +7.50% | |
| 21 | DBO | Invesco Db Oil Fund | ETF-Other | 0.84% | -0.14% | +3.28% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | -0.03% | +4.36% | |
| 23 | SUB | Ishares Short-term National | ETF-Other | 0.76% | -0.02% | +16.61% | |
| 24 | VOX | Vanguard Communication Servi | ETF-Other | 0.75% | +0.02% | +10.31% | |
| 25 | EPI | Wisdomtree India Earnings | ETF-Other | 0.71% | -0.05% | +16.40% | |
| 26 | SCTXX | Schwab Amt Tax Fr Mny-ultra | Stock-Other | 0.71% | — | -38.29% | |
| 27 | XLF | Ss Financial Select Sector | ETF-Other | 0.70% | +0.02% | +11.92% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.69% | -0.01% | +8.62% | |
| 29 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.68% | +0.02% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.06% | +1.60% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.64% | +0.06% | +15.64% | |
| 32 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.64% | -0.08% | -1.77% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.15% | -5.54% | |
| 34 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.63% | +0.06% | +56.99% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.09% | +1.41% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.61% | — | +4.47% | |
| 37 | DFSD | Dimensional Short Duration | ETF-Other | 0.61% | — | +48.78% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | -0.02% | +0.21% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.53% | -0.01% | -3.72% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | +0.08% | -2.20% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.49% | -0.04% | +1.20% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.47% | — | -2.05% | |
| 43 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.47% | — | +10.61% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-Other | 0.44% | +0.06% | +4.61% | |
| 45 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.44% | +0.01% | +0.15% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | -0.04% | -1.96% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.42% | +0.04% | +27.54% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.04% | -2.26% | |
| 49 | XLE | Ss Energy Select Sector | ETF-Other | 0.41% | -0.07% | -0.19% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.40% | +0.02% | +0.81% |
According to official SEC Form 13F filings, Narus Financial Partners, LLC reported a total U.S. public equity portfolio value of $389.3M across 149 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WMT, GLD, VEA) accounted for 35.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
TLT
市值: $455.4K
Top Position Liquidated / Trimmed
VLO
前期市值: $239.1K
During Q3 2024, Narus Financial Partners, LLC's top holdings by market value included WMT (42.8%)、GLD (1.8%)、VEA (1.7%). The largest single position, WMT, represented 42.8% of total portfolio value.
In Q3 2024, Narus Financial Partners, LLC made 139 total portfolio adjustments, initiating 14 new buys, adding to 64 positions, trimming 54 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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