Narus Financial Partners, LLC

Q1 2025 13F Holdings

  • Location
    salt lake city, UT
  • Num holdings

    149

  • Value ($000)

    $294,016

  • Date Filed
    04/30/2025
  • Form type
    13F-HR
  • CIK
    0001698091
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
WMT
WMT

WALMART INC

COM
$125.28M
43 %

1,427,050

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
$7.13M
2 %

24,751

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$5.53M
2 %

108,879

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
$5.46M
2 %

26,451

DECK
DECK

DECKERS OUTDOOR CORP

COM
$4.73M
2 %

42,270

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
$4.63M
2 %

17,893

NVDA
NVDA

NVIDIA CORPORATION

COM
$4.14M
1 %

38,218

AAPL
AAPL

APPLE INC

COM
$3.93M
1 %

17,676

PSCT
PSCT

INVESCO EXCH TRADED FD TR II

S&P SMLCP INFO
$3.89M
1 %

96,975

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
$3.79M
1 %

17,081

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 149