The Analysis of Narus Financial Partners, LLC's Holdings
Currently, Narus Financial Partners, LLC holds 115 types of securities in its portfolio with a total value $93.9M. In the most recent quarter, they have increased their positions in IUS (+7.4K shares, valued at $407.9K), LLY (+331 shares, valued at $252.6K), AIRR (+2.5K shares, valued at $244.0K); decreased their positions in WMT (-1.4M shares, valued at $144.2M), XLK (-21.9K shares, valued at $6.2M), GLD (-17.0K shares, valued at $6.0M); initiated new positions in IUS (+7.4K shares, valued at $407.9K), LLY (+331 shares, valued at $252.6K), AIRR (+2.5K shares, valued at $244.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GLD SPDR GOLD TR12.6K shares-57.31%2025-09-302025-12-29
VO VANGUARD INDEX FDS11.7K shares-33.27%2025-09-302025-12-29 NVDA NVIDIA CORPORATION16.5K shares-59.32%2025-09-302025-12-29 VEA VANGUARD TAX-MANAGED FDS51.2K shares-53.46%2025-09-302025-12-29 AAPL APPLE INC10.5K shares-43.37%2025-09-302025-12-29 XLK SELECT SECTOR SPDR TR8.7K shares-71.60%2025-09-302025-12-29 WMT WALMART INC23.7K shares-98.34%2025-09-302025-12-29 JPIE J P MORGAN EXCHANGE TRADED F49.3K shares0.63%2025-09-302025-12-29 SPTI SPDR SERIES TRUST77.8K shares-10.91%2025-09-302025-12-29 SPYM SPDR SERIES TRUST26.8K shares-4.91%2025-09-302025-12-29 BND VANGUARD BD INDEX FDS27.1K shares-11.59%2025-09-302025-12-29 IJR ISHARES TR15.2K shares-20.37%2025-09-302025-12-29 VTV VANGUARD INDEX FDS9.3K shares-37.63%2025-09-302025-12-29 VB VANGUARD INDEX FDS6.4K shares-50.34%2025-09-302025-12-29 ALPHABET INC ALPHABET INC6.5K shares-51.84%2025-09-302025-12-29 DFAS DIMENSIONAL ETF TRUST22.4K shares-46.19%2025-09-302025-12-29 VCSH VANGUARD SCOTTSDALE FDS18.1K shares-39.28%2025-09-302025-12-29 DFSD DIMENSIONAL ETF TRUST29.4K shares-45.36%2025-09-302025-12-29 META META PLATFORMS INC1.9K shares-45.53%2025-09-302025-12-29 MSFT MICROSOFT CORP2.6K shares-29.14%2025-09-302025-12-29 VOX VANGUARD WORLD FD7.3K shares-65.53%2025-09-302025-12-29 AMZN AMAZON COM INC6.2K shares-29.74%2025-09-302025-12-29 EFV ISHARES TR19.4K shares-65.17%2025-09-302025-12-29 SPY SPDR S&P 500 ETF TR2.0K shares-31.21%2025-09-302025-12-29 XLF SELECT SECTOR SPDR TR23.1K shares-65.84%2025-09-302025-12-29 SPDW SPDR INDEX SHS FDS27.3K shares2.45%2025-09-302025-12-29 AGG ISHARES TR11.6K shares-40.01%2025-09-302025-12-29 SCZ ISHARES TR15.1K shares-64.27%2025-09-302025-12-29 PSCT INVESCO EXCH TRADED FD TR II21.3K shares-68.70%2025-09-302025-12-29 GBIL GOLDMAN SACHS ETF TR10.5K shares-3.75%2025-09-302025-12-29 IWR ISHARES TR10.8K shares-59.69%2025-09-302025-12-29 MUB ISHARES TR9.4K shares-59.56%2025-09-302025-12-29 VGT VANGUARD WORLD FD1.2K shares2.39%2025-09-302025-12-29 SJNK SPDR SERIES TRUST33.0K shares9.68%2025-09-302025-12-29 EPI WISDOMTREE TR18.1K shares-61.78%2025-09-302025-12-29 SPAB SPDR SERIES TRUST30.6K shares6.79%2025-09-302025-12-29 DBO INVESCO DB MULTI-SECTOR COMM57.1K shares-75.63%2025-09-302025-12-29 VUG VANGUARD INDEX FDS1.6K shares1.21%2025-09-302025-12-29 BROADCOM INC BROADCOM INC2.3K shares-26.35%2025-09-302025-12-29 JPST J P MORGAN EXCHANGE TRADED F14.3K shares-17.94%2025-09-302025-12-29 BSV VANGUARD BD INDEX FDS9.1K shares-0.30%2025-09-302025-12-29 JPIB J P MORGAN EXCHANGE TRADED F13.6K shares-1.23%2025-09-302025-12-29 MMIT NEW YORK LIFE INVTS ACTIVE E24.8K shares-38.03%2025-09-302025-12-29 SUB ISHARES TR5.3K shares-73.45%2025-09-302025-12-29 QCOM QUALCOMM INC3.4K shares-39.42%2025-09-302025-12-29 EFA ISHARES TR5.9K shares-63.30%2025-09-302025-12-29 VWO VANGUARD INTL EQUITY INDEX F10.0K shares-57.51%2025-09-302025-12-29 HQY HEALTHEQUITY INC5.4K shares-9.26%2025-09-302025-12-29 VTI VANGUARD INDEX FDS1.6K shares-88.89%2025-09-302025-12-29 IBM INTERNATIONAL BUSINESS MACHS1.8K shares-25.35%2025-09-302025-12-29 XLV SELECT SECTOR SPDR TR3.6K shares-69.04%2025-09-302025-12-29 JMST J P MORGAN EXCHANGE TRADED F9.9K shares-81.60%2025-09-302025-12-29 IUSV ISHARES TR4.9K shares-59.53%2025-09-302025-12-29 SPMD SPDR SERIES TRUST8.6K shares-9.25%2025-09-302025-12-29 TSLA TESLA INC1.1K shares-26.06%2025-09-302025-12-29 V VISA INC1.4K shares-17.85%2025-09-302025-12-29 VCIT VANGUARD SCOTTSDALE FDS5.7K shares-2.47%2025-09-302025-12-29 DIA SPDR DOW JONES INDL AVERAGE950 shares0.00%2025-09-302025-12-29 SPYV SPDR SERIES TRUST7.6K shares-3.51%2025-09-302025-12-29 VOE VANGUARD INDEX FDS2.4K shares-24.04%2025-09-302025-12-29 MBB ISHARES TR4.3K shares-35.91%2025-09-302025-12-29 IUS INVESCO EXCH TRD SLF IDX FD7.4K sharesnew addition2025-09-302025-12-29 XLP SELECT SECTOR SPDR TR5.2K shares-53.77%2025-09-302025-12-29 COST COSTCO WHSL CORP NEW436 shares-3.33%2025-09-302025-12-29 SPSM SPDR SERIES TRUST8.6K shares-7.93%2025-09-302025-12-29 JPM JPMORGAN CHASE & CO.1.3K shares-69.16%2025-09-302025-12-29 ISCF ISHARES TR9.4K shares-15.67%2025-09-302025-12-29 XLY SELECT SECTOR SPDR TR1.6K shares-79.59%2025-09-302025-12-29 ABBV ABBVIE INC1.6K shares-19.36%2025-09-302025-12-29 PDBC INVESCO ACTVELY MNGD ETC FD27.9K shares10.79%2025-09-302025-12-29 XLU SELECT SECTOR SPDR TR4.2K shares-53.39%2025-09-302025-12-29 SPTL SPDR SERIES TRUST13.1K shares-69.52%2025-09-302025-12-29 XMHQ INVESCO EXCHANGE TRADED FD T3.3K shares23.83%2025-09-302025-12-29 IVV ISHARES TR514 shares-83.55%2025-09-302025-12-29 WFC WELLS FARGO CO NEW3.9K shares-25.77%2025-09-302025-12-29 BKNG BOOKING HOLDINGS INC59 shares-18.06%2025-09-302025-12-29 GRID FIRST TR EXCHANGE TRADED FD2.0K shares30.25%2025-09-302025-12-29 EMXC ISHARES INC4.6K shares-9.85%2025-09-302025-12-29 ADBE ADOBE INC870 shares-26.89%2025-09-302025-12-29 ORCL ORACLE CORP1.1K shares-84.84%2025-09-302025-12-29 GBTC GRAYSCALE BITCOIN TRUST ETF3.3K shares-41.00%2025-09-302025-12-29 TIP ISHARES TR2.6K shares31.11%2025-09-302025-12-29 SLYV SPDR SERIES TRUST3.3K shares0.00%2025-09-302025-12-29 VIG VANGUARD SPECIALIZED FUNDS1.3K shares-22.97%2025-09-302025-12-29 CIBR FIRST TR EXCHANGE TRADED FD3.7K shares16.40%2025-09-302025-12-29 DFSV DIMENSIONAL ETF TRUST8.8K shares0.22%2025-09-302025-12-29 GE AEROSPACE GE AEROSPACE921 shares-16.73%2025-09-302025-12-29 CAT CATERPILLAR INC569 shares-24.74%2025-09-302025-12-29 PLTR PALANTIR TECHNOLOGIES INC1.5K shares-25.69%2025-09-302025-12-29 MCK MCKESSON CORP343 shares-19.86%2025-09-302025-12-29 NFLX NETFLIX INC220 shares-21.15%2025-09-302025-12-29 SPSB SPDR SERIES TRUST8.7K shares-21.14%2025-09-302025-12-29 VCR VANGUARD WORLD FD645 shares-30.79%2025-09-302025-12-29 SPEM SPDR INDEX SHS FDS5.5K shares-3.13%2025-09-302025-12-29 LLY ELI LILLY & CO331 sharesnew addition2025-09-302025-12-29 FBTC FIDELITY WISE ORIGIN BITCOIN2.5K shares0.00%2025-09-302025-12-29 TLT ISHARES TR2.8K shares-71.72%2025-09-302025-12-29 AZO AUTOZONE INC57 shares-16.18%2025-09-302025-12-29 AIRR FIRST TR EXCHANGE TRADED FD2.5K sharesnew addition2025-09-302025-12-29 UNH UNITEDHEALTH GROUP INC697 shares-36.41%2025-09-302025-12-29 XLE SELECT SECTOR SPDR TR2.7K shares-74.86%2025-09-302025-12-29 HYG ISHARES TR3.0K shares-72.95%2025-09-302025-12-29 VV VANGUARD INDEX FDS750 shares0.00%2025-09-302025-12-29 FTCS FIRST TR EXCHANGE-TRADED FD2.4K shares-7.30%2025-09-302025-12-29 AGZ ISHARES TR2.0K shares-51.06%2025-09-302025-12-29 EWJ ISHARES INC2.7K shares-22.46%2025-09-302025-12-29 NTAP NETAPP INC1.7K shares-29.60%2025-09-302025-12-29 DFIV DIMENSIONAL ETF TRUST4.5K shares-40.33%2025-09-302025-12-29 DFAI DIMENSIONAL ETF TRUST5.6K shares-51.28%2025-09-302025-12-29 NVNI NVNI GROUP LIMITED35.4K shares71.84%2025-09-302025-12-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available