Narus Financial Partners, LLC
Q1 2025 13F Holdings
- Locationsalt lake city, UT
- Num holdings
149
- Value ($000)
$294,016
- Date Filed04/30/2025
- Form type13F-HR
- CIK0001698091
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
WMT WALMART INC | COM | 931142103 | $125.28M | 43 % | 1,427,050 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $7.13M | 2 % | 24,751 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $5.53M | 2 % | 108,879 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $5.46M | 2 % | 26,451 | ||
DECK DECKERS OUTDOOR CORP | COM | 243537107 | $4.73M | 2 % | 42,270 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $4.63M | 2 % | 17,893 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.14M | 1 % | 38,218 | ||
AAPL APPLE INC | COM | 037833100 | $3.93M | 1 % | 17,676 | ||
PSCT INVESCO EXCH TRADED FD TR II | S&P SMLCP INFO | 46138E115 | $3.89M | 1 % | 96,975 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $3.79M | 1 % | 17,081 |
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