Narus Financial Partners, LLC

Q4 2024 13F Holdings

  • Location
    salt lake city, UT
  • Num holdings

    145

  • Value ($000)

    $295,684

  • Date Filed
    01/23/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
WMT
WMT

WALMART INC

COM
931142103
$128.99M
44 %

1,427,639

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$5.42M
2 %

22,367

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$5.29M
2 %

22,765

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$5.29M
2 %

110,652

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$4.68M
2 %

17,720

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$4.58M
2 %

34,103

AAPL
AAPL

APPLE INC

COM
037833100
$4.54M
2 %

18,116

PSCT
PSCT

INVESCO EXCH TRADED FD TR II

S&P SMLCP INFO
46138E115
$4.28M
1 %

89,698

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$4.11M
1 %

14,189

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$4.04M
1 %

16,831

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