NARUS FINANCIAL PARTNERS, LLC 13F Portfolio
NARUS FINANCIAL PARTNERS, LLC runs NARUS FINANCIAL PARTNERS, LLC and currently holds 177 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $389.31M. Their top holdings are WMT, XLK, GLD, VEA, NVDA. The top five represent 49.5% of reported portfolio weight. NARUS FINANCIAL PARTNERS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, NARUS FINANCIAL PARTNERS, LLC initiated 2 new positions. They added to 45 existing positions. They trimmed 51 positions. Their current best-performing preview position is AMAT with returns of +111.53%.
Portfolio Value
$389.31M
Alpha Score
54.7
#0 of 1000
Holdings
177
NARUS FINANCIAL PARTNERS, LLC Current 13F Holdings
Reported holdings from NARUS FINANCIAL PARTNERS, LLC's latest SEC 13F filing, ranked by portfolio weight.
177 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
WMT WALMART INC | 38.90% | $52.00 | $111.35 | +114.13% | Trimmed -0.79% |
XLK SELECT SECTOR SPDR TR | 3.39% | $99.45 | $198.78 | +99.88% | Added +0.68% |
GLD SPDR GOLD TR | 3.03% | $226.84 | $384.62 | +69.56% | Trimmed -1.28% |
VEA VANGUARD TAX-MANAGED FDS | 2.20% | $48.26 | $70.36 | +45.78% | Added +0.72% |
NVDA NVIDIA CORPORATION | 1.97% | $60.56 | $229.28 | +278.60% | Trimmed -10.18% |
VO VANGUARD INDEX FDS | 1.63% | $61.45 | $81.15 | +32.06% | Added +306.29% |
PSCT INVESCO EXCH TRADED FD TR II | 1.44% | $47.25 | $82.44 | +74.48% | Trimmed -2.13% |
VTI VANGUARD INDEX FDS | 1.35% | $224.67 | $381.92 | +69.99% | Trimmed -1.73% |
AAPL APPLE INC | 1.33% | $184.50 | $336.68 | +82.48% | Trimmed -11.22% |
EFV ISHARES TR | 1.17% | $49.39 | $78.16 | +58.24% | Trimmed -3.05% |
Showing 1-10 of 177