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Home > Institutional Investor > Narus Financial Partners, Llc > Profile

Instuitional Investor - Narus Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Narus Financial Partners, Llc
Portfolio Value $320,381,373
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 1,423,100 $139,150,686 43.43%
2.
Spdr Gold Trust
 GLD 29,614 $9,027,236 2.82%
3.
Sector Spdr Trust
 XLB 30,613 $7,752,130 2.42%
4.
Nvidia Corp
 NVDA 40,524 $6,402,393 2%
5.
Vanguard Tax-Managed Fds
 110,033 $6,272,976 1.96%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)