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Polaris Wealth Advisory Group, LLC13F | |
| Polaris Wealth Advisory Group, LLC | |
| Last update 2023-11-08 | 169 Stocks (49 new) |
| Value $1.31 Bil | Turnover 21 % |
Polaris Wealth Advisory Group,... Top Holdings of 2023-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 322,877 | 55,279.7 | +77.28% | 4.210 | +1.84% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
IGIB |
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
| 863,704 | 42,019.2 | +30.55% | 3.200 | +0.75% | 0.380 | +1.80% | +5.25% | 15,372.0 | ||
IWF | iShares Russell 1000 Growth ETF | 150,292 | 39,976.2 | -6.48% | 3.040 | -0.22% | 0.060 | +23.74% | +6.86% | 112,698.5 | ||
IVE | iShares S&P 500 Value ETF | 252,298 | 38,813.5 | -6.03% | 2.950 | -0.20% | 0.160 | +8.84% | +4.93% | 39,744.8 | ||
MSFT | Microsoft Corp | 117,599 | 37,132.0 | +22.07% | 2.830 | +0.51% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
IEI | iShares 3-7 Year Treasury Bond ETF | 280,464 | 31,737.3 | -1.81% | 2.410 | -0.05% | 0.260 | +0.18% | +3.95% | 15,255.9 | ||
ABBV | AbbVie Inc | 212,188 | 31,628.8 | +0.25% | 2.410 | +0.01% | 0.010 | -5.26% | +8.51% | 334,344.8 | Drug Manufacturers | |
IEF | iShares 7-10 Year Treasury Bond ETF | 344,461 | 31,549.2 | +2.44% | 2.400 | +0.06% | 0.120 | -0.63% | +4.46% | 34,664.5 | ||
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 305,300 | 31,146.7 | +0.60% | 2.370 | +0.01% | 0.090 | +1.29% | +4.41% | 30,001.9 | ||
JNJ | Johnson & Johnson | 187,762 | 29,243.9 | -1.80% | 2.230 | -0.04% | 0.010 | -1.55% | +9.67% | 375,371.5 | Drug Manufacturers |
Polaris Wealth Advisory Group, LLC's Historical Top Holdings Breakdowns
Polaris Wealth Advisory Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2023-09-30 | Add Add | +1.84% | 170.43 ($183.38) 196.45 | $213.55 | 16.45% | Add 77.28% | 322,877 | 140,750 | |
META | Meta Platforms Inc | 2023-09-30 | Reduce Reduce | -1.53% | 283.25 ($301.3) 325.48 | $719.01 | 138.64% | Reduce -85.23% | 12,240 | -70,630 | |
SCHW | Charles Schwab Corp | 2023-09-30 | Reduce Reduce | -1.14% | 54.2 ($60.44) 67.94 | $91.48 | 51.36% | Reduce -59.66% | 179,411 | -265,317 | |
VTC | Vanguard Total Corporate ETF | 2023-09-30 | Sold Out Sold Out | -1.07% | 72.44 ($74.27) 75.97 | $76.88 | 3.51% | Sold Out | 0 | -186,747 | |
WMT | Walmart Inc | 2023-09-30 | Reduce Reduce | -1.04% | 51.16 ($53.21) 55.08 | $98.36 | 84.85% | Reduce -37.13% | 444,399 | -87,476 | |
LW | Lamb Weston Holdings Inc | 2023-09-30 | New Buy New Buy | +1.04% | 91.38 ($101.39) 115.12 | $52.47 | -48.25% | New holding | 147,420 | 147,420 | |
AMAT | Applied Materials Inc | 2023-09-30 | New Buy New Buy | +1.03% | 134.04 ($143.4) 153.99 | $191.05 | 33.23% | New holding | 97,317 | 97,317 | |
INTC | Intel Corp | 2023-09-30 | Sold Out Sold Out | -1.01% | 31.85 ($34.83) 38.86 | $22.49 | -35.43% | Sold Out | 0 | -398,081 | |
COR | Cencora Inc | 2023-09-30 | Add Add | +0.99% | 172.87 ($184.69) 193.41 | $296.23 | 60.39% | Add 193.67% | 109,242 | 72,043 | |
CBND | CBND | 2023-09-30 | New Buy New Buy | +0.99% | 27.56 ($28.31) 28.96 | $33.69 | 19.00% | New holding | 472,888 | 472,888 |
Polaris Wealth Advisory Group, LLC Total Holding History ($B)
Polaris Wealth Advisory Group, LLC's Asset Allocation
Polaris Wealth Advisory Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Polaris Wealth Advisory Group, LLC's Hypothetical Growth since 2023-09-30
Polaris Wealth Advisory Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Polaris Wealth Advisory Group, LLC's Holdings Heat Map
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Polaris Wealth Advisory Group, LLC's Holdings Bubble Chart
Polaris Wealth Advisory Group, LLC News
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