Narus Financial Partners, LLC - Q1 2023 holdings

$184 Million is the total value of Narus Financial Partners, LLC's 111 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .

 Value Shares↓ Weighting
MTZ ExitMASTEC INC$0-2,400
-100.0%
-0.12%
KRE ExitSPDR SER TRs&p regl bkg$0-3,484
-100.0%
-0.12%
AMGN ExitAMGEN INC$0-793
-100.0%
-0.12%
ExitDIMENSIONAL ETF TRUSTus small cap val$0-8,517
-100.0%
-0.12%
WFC ExitWELLS FARGO CO NEW$0-5,295
-100.0%
-0.13%
HD ExitHOME DEPOT INC$0-765
-100.0%
-0.14%
JNJ ExitJOHNSON & JOHNSON$0-1,381
-100.0%
-0.14%
V ExitVISA INC$0-1,201
-100.0%
-0.14%
FLOT ExitISHARES TRfltg rate nt etf$0-5,828
-100.0%
-0.17%
DVA ExitDAVITA INC$0-5,425
-100.0%
-0.23%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-06-27
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
WAL-MART STORES INC11Q3 202359.9%
VANGUARD INDEX FDS11Q3 20232.1%
SPDR GOLD TRUST11Q3 20232.1%
APPLE INC11Q3 20232.2%
SELECT SECTOR SPDR TR11Q3 20232.3%
ISHARES TR11Q3 20232.5%
VANGUARD TAX-MANAGED INTL FD11Q3 20231.8%
VANGUARD INDEX FDS11Q3 20232.4%
ISHARES TR11Q3 20231.8%
VANGUARD INDEX FDS11Q3 20231.3%

View Narus Financial Partners, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-18
13F-HR2024-03-07
13F-HR2024-01-25
13F-HR2023-10-30
13F-HR2023-10-12
13F-HR2023-10-12
13F-HR2023-10-12
13F-HR2023-09-12
13F-HR2023-08-30
13F-HR2023-06-27

View Narus Financial Partners, LLC's complete filings history.

Compare quarters

Export Narus Financial Partners, LLC's holdings