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CIK: 0001698091
Total reported value
$389.3M
$389.3M
145 檔
38.4%
During the Q4 2024 filing period, Narus Financial Partners, LLC (CIK: 0001698091) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $389.3M across 145 reported positions.
In Q4 2024, Narus Financial Partners, LLC displayed an active expansion posture, initiating 11 new positions and adding to 74 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 43.62% | -5.00% | -3.50% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 1.83% | -0.63% | +10.55% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 1.79% | +0.99% | +12.10% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.79% | +0.20% | +23.13% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.58% | +0.17% | +4.49% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | +0.02% | +12.86% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.53% | -0.01% | +3.31% | |
| 8 | PSCT | Invesco S&p Smallcap Informa | ETF-Other | 1.45% | +0.47% | +46.72% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.39% | +0.14% | +0.51% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.37% | +0.06% | +11.07% | |
| 11 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.12% | -0.03% | +6.73% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.05% | -0.04% | +13.67% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.02% | +0.13% | +14.88% | |
| 14 | DBO | Invesco Db Oil Fund | ETF-Other | 0.98% | -0.14% | +21.05% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.98% | +0.11% | +6.03% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 0.97% | +0.16% | -25.91% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.95% | +0.02% | -1.09% | |
| 18 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.94% | +0.06% | +61.36% | |
| 19 | VOX | Vanguard Communication Servi | ETF-Other | 0.94% | +0.02% | +23.76% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 0.93% | +0.02% | +31.87% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.92% | -0.03% | +6.95% | |
| 22 | SUB | Ishares Short-term National | ETF-Other | 0.84% | -0.02% | +17.99% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | -0.02% | +32.72% | |
| 24 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.80% | +0.04% | -16.45% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.79% | +0.11% | +1.96% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.79% | +0.06% | +32.99% | |
| 27 | DFSD | Dimensional Short Duration | ETF-Other | 0.79% | — | +39.94% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.76% | +0.11% | +267.27% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.03% | — | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.74% | -0.01% | +1.33% | |
| 31 | EPI | Wisdomtree India Earnings | ETF-Other | 0.73% | -0.05% | +20.99% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.15% | +16.72% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | -0.04% | +31.74% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | — | +14.19% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.06% | -3.10% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.09% | +4.24% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.04% | +58.54% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.54% | -0.01% | +10.21% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.54% | — | +33.34% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | +0.08% | +1.54% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.47% | -0.01% | -60.07% | |
| 42 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.40% | +0.01% | +0.14% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.04% | +5.47% | |
| 44 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.39% | +0.02% | +91.99% | |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.38% | -0.01% | +16.18% | |
| 46 | DFIS | Dimensional International Sm | ETF-Other | 0.36% | — | — | |
| 47 | XLE | Ss Energy Select Sector | ETF-Other | 0.36% | -0.07% | -4.72% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-Other | 0.35% | +0.06% | -5.30% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.35% | +0.02% | -1.16% | |
| 50 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.35% | +0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +0.8% | -3.50% | Trim |
| 2 | IWR | Ishares Russell Mid-cap ETF | +0.5% | +267.27% | Add |
| 3 | PSCT | Invesco S&p Smallcap Informa | +0.4% | +46.72% | Add |
| 4 | DFIS | Dimensional International Sm | +0.4% | NEW | New buy |
| 5 | JPIE | Jpmorgan Income ETF | +0.3% | +61.36% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +32.72% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | +12.86% | Add |
| 8 | XLF | Ss Financial Select Sector | +0.2% | +31.87% | Add |
| 9 | AMZN | Amazon.com Inc | +0.2% | +31.74% | Add |
| 10 | VOX | Vanguard Communication Servi | +0.2% | +23.76% | Add |
| 11 | DFSD | Dimensional Short Duration | +0.2% | +39.94% | Add |
| 12 | MSFT | Microsoft CORP | +0.2% | +58.54% | Add |
| 13 | VOE | Vanguard Mid-cap Value ETF | +0.2% | +91.99% | Add |
| 14 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | +135.85% | Add |
| 15 | XLK | Ss Technology Select Sector | +0.2% | +12.10% | Add |
| 16 | MUB | Ishares National Muni Bond E | +0.2% | +32.99% | Add |
| 17 | AVGO | Broadcom Inc | +0.2% | +65.63% | Add |
| 18 | DBO | Invesco Db Oil Fund | +0.1% | +21.05% | Add |
| 19 | KRE | Ss Spdr S&p Regional Bank | +0.1% | NEW | New buy |
| 20 | UUP | Invesco Db US Dollar Index B | +0.1% | NEW | New buy |
| 21 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 22 | VEA | Vanguard Ftse Developed ETF | +0.1% | +23.13% | Add |
| 23 | VB | Vanguard Small-cap ETF | +0.1% | +11.07% | Add |
| 24 | DFAS | Dimensional US Small Cap ETF | +0.1% | +14.88% | Add |
| 25 | SUB | Ishares Short-term National | +0.1% | +17.99% | Add |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +16.72% | Add |
| 27 | BKNG | Booking Holdings Inc | +0.1% | NEW | New buy |
| 28 | ALSN | Allison Transmission Holding | +0.1% | NEW | New buy |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | NEW | New buy |
| 30 | GLD | Spdr Gold Shares | +0.1% | +10.55% | Add |
| 31 | AAPL | Apple Inc | +0.1% | +3.31% | Add |
| 32 | EFA | Ishares Msci Eafe ETF | +0.1% | +33.34% | Add |
| 33 | V | Visa Inc-class A Shares | +0.1% | +53.55% | Add |
| 34 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 35 | MCK | Mckesson CORP | +0.1% | NEW | New buy |
| 36 | DBC | Invesco Db Commodity Index T | +0.1% | NEW | New buy |
| 37 | VV | Vanguard Large-cap ETF | +0.1% | NEW | New buy |
| 38 | TSLA | Tesla Inc | +0.1% | +6.74% | Add |
| 39 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +1.27% | Add |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +13.67% | Add |
| 41 | XLY | Ss Consumer Disc Select Sect | +0.1% | +1.33% | Add |
| 42 | PSCD | Invesco S&p Smallcap Consume | +0.1% | +57.86% | Add |
| 43 | SFM | Sprouts Farmers Market Inc | 0% | +28.38% | Add |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +76.78% | Add |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +16.18% | Add |
| 46 | AGZ | Ishares Agency Bond ETF | 0% | +32.99% | Add |
| 47 | JEPQ | JPM Nasdaq Equity Premium | 0% | +42.22% | Add |
| 48 | WFC | Wells Fargo & Co | 0% | +19.32% | Add |
| 49 | AMP | Ameriprise Financial Inc | 0% | +21.92% | Add |
| 50 | XMHQ | Invesco S&p Midcap Qual ETF | 0% | +40.97% | Add |
According to official SEC Form 13F filings, Narus Financial Partners, LLC reported a total U.S. public equity portfolio value of $389.3M across 145 disclosed positions in Q4 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, XLK) accounted for 38.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
DFIS
市值: $1.1M
Top Position Liquidated / Trimmed
SCTXX
前期市值: $2.0M
During Q4 2024, Narus Financial Partners, LLC's top holdings by market value included WMT (43.6%)、GLD (1.8%)、XLK (1.8%). The largest single position, WMT, represented 43.6% of total portfolio value.
In Q4 2024, Narus Financial Partners, LLC made 147 total portfolio adjustments, initiating 11 new buys, adding to 74 positions, trimming 47 holdings, and fully liquidating 15 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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