The Analysis of Narus Financial Partners, LLC's Holdings
Currently, Narus Financial Partners, LLC holds 160 types of securities in its portfolio with a total value $363.0M. In the most recent quarter, they have increased their positions in WMT (+1.4M shares, valued at $151.4M), XLK (+56.6K shares, valued at $8.1M), GLD (+19.9K shares, valued at $7.9M); decreased their positions in DIA (-250 shares, valued at $120.1K), HQY (-500 shares, valued at $45.8K), TIP (-252 shares, valued at $27.7K); initiated new positions in HYD (+29.0K shares, valued at $1.5M), DFIS (+40.5K shares, valued at $1.3M), IXN (+12.0K shares, valued at $1.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
WMT WALMART INC1.4M shares5744.79%2025-12-312026-02-09
GLD SPDR GOLD TR32.6K shares157.76%2025-12-312026-02-09 XLK SELECT SECTOR SPDR TR65.3K shares650.94%2025-12-312026-02-09 NVDA NVIDIA CORPORATION42.1K shares155.44%2025-12-312026-02-09 VEA VANGUARD TAX-MANAGED FDS117.1K shares128.63%2025-12-312026-02-09 VO VANGUARD INDEX FDS19.0K shares62.12%2025-12-312026-02-09 AAPL APPLE INC19.9K shares89.08%2025-12-312026-02-09 VTI VANGUARD INDEX FDS14.3K shares812.57%2025-12-312026-02-09 EFV ISHARES TR61.2K shares215.08%2025-12-312026-02-09 ALPHABET INC ALPHABET INC13.2K shares103.77%2025-12-312026-02-09 VOX VANGUARD WORLD FD20.7K shares184.82%2025-12-312026-02-09 XLF SELECT SECTOR SPDR TR65.0K shares180.65%2025-12-312026-02-09 PSCT INVESCO EXCH TRADED FD TR II60.7K shares185.25%2025-12-312026-02-09 SCZ ISHARES TR42.7K shares183.60%2025-12-312026-02-09 VB VANGUARD INDEX FDS12.3K shares90.89%2025-12-312026-02-09 DFAS DIMENSIONAL ETF TRUST41.9K shares86.74%2025-12-312026-02-09 IWR ISHARES TR29.0K shares167.64%2025-12-312026-02-09 MUB ISHARES TR25.7K shares172.76%2025-12-312026-02-09 VTV VANGUARD INDEX FDS13.4K shares43.82%2025-12-312026-02-09 META META PLATFORMS INC3.9K shares104.98%2025-12-312026-02-09 JPIE J P MORGAN EXCHANGE TRADED F55.1K shares11.78%2025-12-312026-02-09 SPTI SPDR SERIES TRUST88.2K shares13.37%2025-12-312026-02-09 SUB ISHARES TR22.7K shares323.81%2025-12-312026-02-09 EPI WISDOMTREE TR51.1K shares181.55%2025-12-312026-02-09 BND VANGUARD BD INDEX FDS31.7K shares17.20%2025-12-312026-02-09 SPYM SPDR SERIES TRUST29.2K shares9.20%2025-12-312026-02-09 IJR ISHARES TR19.4K shares27.29%2025-12-312026-02-09 IVV ISHARES TR3.4K shares557.00%2025-12-312026-02-09 DFSD DIMENSIONAL ETF TRUST46.8K shares59.39%2025-12-312026-02-09 AMZN AMAZON COM INC9.4K shares52.39%2025-12-312026-02-09 VCSH VANGUARD SCOTTSDALE FDS27.0K shares49.15%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR3.0K shares53.11%2025-12-312026-02-09 AGG ISHARES TR20.2K shares75.03%2025-12-312026-02-09 MSFT MICROSOFT CORP4.1K shares54.45%2025-12-312026-02-09 XLV SELECT SECTOR SPDR TR12.5K shares243.65%2025-12-312026-02-09 JMST J P MORGAN EXCHANGE TRADED F34.7K shares251.62%2025-12-312026-02-09 XLY SELECT SECTOR SPDR TR14.6K shares814.85%2025-12-312026-02-09 IBM INTERNATIONAL BUSINESS MACHS5.5K shares205.13%2025-12-312026-02-09 EFA ISHARES TR16.9K shares184.08%2025-12-312026-02-09 DBO INVESCO DB MULTI-SECTOR COMM131.8K shares130.66%2025-12-312026-02-09 TLT ISHARES TR17.2K shares518.10%2025-12-312026-02-09 ORCL ORACLE CORP7.6K shares602.48%2025-12-312026-02-09 HYD VANECK ETF TRUST29.0K sharesnew addition2025-12-312026-02-09 VWO VANGUARD INTL EQUITY INDEX F25.9K shares159.60%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.4.2K shares234.24%2025-12-312026-02-09 DFIS DIMENSIONAL ETF TRUST40.5K sharesnew addition2025-12-312026-02-09 IXN ISHARES TR12.0K sharesnew addition2025-12-312026-02-09 IUSV ISHARES TR12.2K shares147.73%2025-12-312026-02-09 SPDW SPDR INDEX SHS FDS27.8K shares1.82%2025-12-312026-02-09 BROADCOM INC BROADCOM INC3.4K shares48.18%2025-12-312026-02-09 GBIL GOLDMAN SACHS ETF TR11.6K shares11.28%2025-12-312026-02-09 SPTL SPDR SERIES TRUST41.1K shares214.12%2025-12-312026-02-09 JPST J P MORGAN EXCHANGE TRADED F20.4K shares42.55%2025-12-312026-02-09 QCOM QUALCOMM INC5.8K shares68.56%2025-12-312026-02-09 MMIT NEW YORK LIFE INVTS ACTIVE E40.0K shares61.36%2025-12-312026-02-09 VGT VANGUARD WORLD FD1.3K shares11.43%2025-12-312026-02-09 IWM ISHARES TR3.9K sharesnew addition2025-12-312026-02-09 HYG ISHARES TR11.6K shares292.61%2025-12-312026-02-09 XOM EXXON MOBIL CORP7.7K sharesnew addition2025-12-312026-02-09 IYY ISHARES TR5.1K sharesnew addition2025-12-312026-02-09 SJNK SPDR SERIES TRUST32.9K shares-0.30%2025-12-312026-02-09 XLE SELECT SECTOR SPDR TR18.4K shares585.73%2025-12-312026-02-09 SPAB SPDR SERIES TRUST31.4K shares2.40%2025-12-312026-02-09 VUG VANGUARD INDEX FDS1.6K shares3.45%2025-12-312026-02-09 KLAC KLA CORP658 sharesnew addition2025-12-312026-02-09 DFUV DIMENSIONAL ETF TRUST17.0K sharesnew addition2025-12-312026-02-09 TSLA TESLA INC1.7K shares60.78%2025-12-312026-02-09 BSV VANGUARD BD INDEX FDS9.8K shares8.05%2025-12-312026-02-09 XLP SELECT SECTOR SPDR TR9.8K shares88.95%2025-12-312026-02-09 BRK.A BERKSHIRE HATHAWAY INC DEL1 sharesnew addition2025-12-312026-02-09 XLU SELECT SECTOR SPDR TR17.4K shares317.57%2025-12-312026-02-09 JPIB J P MORGAN EXCHANGE TRADED F15.1K shares10.94%2025-12-312026-02-09 MBB ISHARES TR7.5K shares74.73%2025-12-312026-02-09 IEF ISHARES TR7.2K sharesnew addition2025-12-312026-02-09 V VISA INC1.9K shares32.69%2025-12-312026-02-09 VOE VANGUARD INDEX FDS3.6K shares53.13%2025-12-312026-02-09 NOC NORTHROP GRUMMAN CORP1.1K sharesnew addition2025-12-312026-02-09 EFG ISHARES TR5.2K sharesnew addition2025-12-312026-02-09 AGZ ISHARES TR5.4K shares167.30%2025-12-312026-02-09 VCIT VANGUARD SCOTTSDALE FDS7.0K shares23.12%2025-12-312026-02-09 UNH UNITEDHEALTH GROUP INC1.7K shares150.36%2025-12-312026-02-09 WFC WELLS FARGO CO NEW6.0K shares52.65%2025-12-312026-02-09 JEPQ J P MORGAN EXCHANGE TRADED F9.6K sharesnew addition2025-12-312026-02-09 SPMD SPDR SERIES TRUST9.6K shares11.21%2025-12-312026-02-09 LLY ELI LILLY & CO492 shares48.64%2025-12-312026-02-09 BKNG BOOKING HOLDINGS INC98 shares66.10%2025-12-312026-02-09 CVX CHEVRON CORP NEW3.4K sharesnew addition2025-12-312026-02-09 PLTR PALANTIR TECHNOLOGIES INC2.9K shares96.76%2025-12-312026-02-09 VBR VANGUARD INDEX FDS2.4K sharesnew addition2025-12-312026-02-09 ISCF ISHARES TR12.4K shares31.79%2025-12-312026-02-09 TSM TAIWAN SEMICONDUCTOR MFG LTD1.7K sharesnew addition2025-12-312026-02-09 CAT CATERPILLAR INC898 shares57.82%2025-12-312026-02-09 ABBV ABBVIE INC2.1K shares29.16%2025-12-312026-02-09 EME EMCOR GROUP INC782 sharesnew addition2025-12-312026-02-09 IUS INVESCO EXCH TRD SLF IDX FD8.2K shares11.61%2025-12-312026-02-09 TJX TJX COS INC NEW3.0K sharesnew addition2025-12-312026-02-09 HQY HEALTHEQUITY INC4.9K shares-9.19%2025-12-312026-02-09 ADBE ADOBE INC1.3K shares45.63%2025-12-312026-02-09 VTEB VANGUARD MUN BD FDS8.7K sharesnew addition2025-12-312026-02-09 SPYV SPDR SERIES TRUST7.6K shares0.87%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW503 shares15.37%2025-12-312026-02-09 DECK DECKERS OUTDOOR CORP4.1K sharesnew addition2025-12-312026-02-09 USHY ISHARES TR11.3K sharesnew addition2025-12-312026-02-09 VCR VANGUARD WORLD FD1.1K shares65.27%2025-12-312026-02-09 SPSM SPDR SERIES TRUST8.8K shares1.63%2025-12-312026-02-09 DFIV DIMENSIONAL ETF TRUST8.2K shares82.80%2025-12-312026-02-09 AMAT APPLIED MATLS INC1.6K sharesnew addition2025-12-312026-02-09 XMHQ INVESCO EXCHANGE TRADED FD T3.9K shares20.22%2025-12-312026-02-09 VIG VANGUARD SPECIALIZED FUNDS1.8K shares37.45%2025-12-312026-02-09 PDBC INVESCO ACTVELY MNGD ETC FD30.2K shares8.42%2025-12-312026-02-09 GRID FIRST TR EXCHANGE TRADED FD2.6K shares25.09%2025-12-312026-02-09 DFAI DIMENSIONAL ETF TRUST10.2K shares82.53%2025-12-312026-02-09 GBTC GRAYSCALE BITCOIN TRUST ETF5.6K shares70.17%2025-12-312026-02-09 VHT VANGUARD WORLD FD1.3K sharesnew addition2025-12-312026-02-09 GE AEROSPACE GE AEROSPACE1.2K shares28.34%2025-12-312026-02-09 MCK MCKESSON CORP441 shares28.57%2025-12-312026-02-09 AXP AMERICAN EXPRESS CO976 sharesnew addition2025-12-312026-02-09 EWJ ISHARES INC4.5K shares65.26%2025-12-312026-02-09 ALPHABET INC ALPHABET INC1.1K sharesnew addition2025-12-312026-02-09 EMXC ISHARES INC4.9K shares8.47%2025-12-312026-02-09 BMY BRISTOL-MYERS SQUIBB CO6.6K sharesnew addition2025-12-312026-02-09 CIBR FIRST TR EXCHANGE TRADED FD4.9K shares33.22%2025-12-312026-02-09 NFLX NETFLIX INC3.7K shares1587.27%2025-12-312026-02-09 DIA SPDR DOW JONES INDL AVERAGE700 shares-26.32%2025-12-312026-02-09 EVR EVERCORE INC979 sharesnew addition2025-12-312026-02-09 CSCO CISCO SYS INC4.2K sharesnew addition2025-12-312026-02-09 AIRR FIRST TR EXCHANGE TRADED FD3.2K shares27.81%2025-12-312026-02-09 VLO VALERO ENERGY CORP1.9K sharesnew addition2025-12-312026-02-09 AMP AMERIPRISE FINL INC642 sharesnew addition2025-12-312026-02-09 SDY SPDR SERIES TRUST2.2K sharesnew addition2025-12-312026-02-09 NVS NOVARTIS AG2.2K sharesnew addition2025-12-312026-02-09 SLYV SPDR SERIES TRUST3.3K shares0.00%2025-12-312026-02-09 XLC SELECT SECTOR SPDR TR2.4K sharesnew addition2025-12-312026-02-09 DFSV DIMENSIONAL ETF TRUST8.5K shares-3.04%2025-12-312026-02-09 SPEM SPDR INDEX SHS FDS5.8K shares6.65%2025-12-312026-02-09 IYZ ISHARES TR8.0K sharesnew addition2025-12-312026-02-09 TRV TRAVELERS COMPANIES INC910 sharesnew addition2025-12-312026-02-09 CRWD CROWDSTRIKE HLDGS INC559 sharesnew addition2025-12-312026-02-09 T AT&T INC10.5K sharesnew addition2025-12-312026-02-09 TIP ISHARES TR2.3K shares-9.72%2025-12-312026-02-09 SPSB SPDR SERIES TRUST8.4K shares-2.75%2025-12-312026-02-09 FTCS FIRST TR EXCHANGE-TRADED FD2.6K shares9.38%2025-12-312026-02-09 VV VANGUARD INDEX FDS750 shares0.00%2025-12-312026-02-09 NTAP NETAPP INC2.2K shares24.37%2025-12-312026-02-09 CRWV COREWEAVE INC3.2K sharesnew addition2025-12-312026-02-09 XSHQ INVESCO EXCH TRADED FD TR II5.4K sharesnew addition2025-12-312026-02-09 SHEL SHELL PLC3.0K sharesnew addition2025-12-312026-02-09 AMGN AMGEN INC666 sharesnew addition2025-12-312026-02-09 FLOT ISHARES TR4.2K sharesnew addition2025-12-312026-02-09 AZO AUTOZONE INC63 shares10.53%2025-12-312026-02-09 BLD TOPBUILD CORP500 sharesnew addition2025-12-312026-02-09 ZION ZIONS BANCORPORATION N A3.5K sharesnew addition2025-12-312026-02-09 VTEI VANGUARD MUN BD FDS2.0K sharesnew addition2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available