Polaris Wealth Advisers, LLC Buys BTC iShares iBoxx USD High Yield Corporate Bond ET, BTC iShares iBoxx USD Investment Grade Corporate B, DuPont de Nemours Inc, Sells iShares 3-7 Year Treasury Bond ETF, iShares 7-10 Year Treasury Bond ETF, Broadcom Inc

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San Francisco, CA, based Investment company Polaris Wealth Advisers, LLC (Current Portfolio) buys BTC iShares iBoxx USD High Yield Corporate Bond ET, BTC iShares iBoxx USD Investment Grade Corporate B, DuPont de Nemours Inc, Exxon Mobil Corp, Tapestry Inc, sells iShares 3-7 Year Treasury Bond ETF, iShares 7-10 Year Treasury Bond ETF, Broadcom Inc, Cintas Corp, IHS Markit during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Polaris Wealth Advisers, LLC. As of 2020Q4, Polaris Wealth Advisers, LLC owns 175 stocks with a total value of $1.3 billion. These are the details of the buys and sells.

For the details of Polaris Wealth Advisers, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/polaris+wealth+advisers%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Polaris Wealth Advisers, LLC
  1. Invesco Senior Loan ETF (BKLN) - 2,188,455 shares, 3.69% of the total portfolio. Shares added by 6.12%
  2. BTC iShares iBoxx USD High Yield Corporate Bond ET (HYG) - 556,588 shares, 3.66% of the total portfolio. Shares added by 349.68%
  3. Apple Inc (AAPL) - 324,320 shares, 3.22% of the total portfolio. Shares added by 4.25%
  4. SPDR Bloomberg Barclays Convertible Securities ETF (CWB) - 478,670 shares, 3.11% of the total portfolio. Shares reduced by 12.37%
  5. BTC iShares iBoxx USD Investment Grade Corporate B (LQD) - 278,533 shares, 2.84% of the total portfolio. Shares added by 16009.49%
New Purchase: DuPont de Nemours Inc (DD)

Polaris Wealth Advisers, LLC initiated holding in DuPont de Nemours Inc. The purchase prices were between $54.77 and $71.33, with an estimated average price of $62.83. The stock is now traded at around $81.350000. The impact to a portfolio due to this purchase was 2.08%. The holding were 338,081 shares as of 2020-12-31.

New Purchase: Exxon Mobil Corp (XOM)

Polaris Wealth Advisers, LLC initiated holding in Exxon Mobil Corp. The purchase prices were between $31.57 and $44.01, with an estimated average price of $37.67. The stock is now traded at around $46.900000. The impact to a portfolio due to this purchase was 1.9%. The holding were 555,424 shares as of 2020-12-31.

New Purchase: Tapestry Inc (TPR)

Polaris Wealth Advisers, LLC initiated holding in Tapestry Inc. The purchase prices were between $16.15 and $31.45, with an estimated average price of $25.62. The stock is now traded at around $33.770000. The impact to a portfolio due to this purchase was 1.87%. The holding were 727,986 shares as of 2020-12-31.

New Purchase: MSCI Inc (MSCI)

Polaris Wealth Advisers, LLC initiated holding in MSCI Inc. The purchase prices were between $340.68 and $446.53, with an estimated average price of $393.66. The stock is now traded at around $403.490000. The impact to a portfolio due to this purchase was 1.82%. The holding were 53,410 shares as of 2020-12-31.

New Purchase: Medtronic PLC (MDT)

Polaris Wealth Advisers, LLC initiated holding in Medtronic PLC. The purchase prices were between $100.57 and $117.14, with an estimated average price of $110.32. The stock is now traded at around $116.900000. The impact to a portfolio due to this purchase was 1.69%. The holding were 188,131 shares as of 2020-12-31.

New Purchase: Simon Property Group Inc (SPG)

Polaris Wealth Advisers, LLC initiated holding in Simon Property Group Inc. The purchase prices were between $60.76 and $93.91, with an estimated average price of $76.8. The stock is now traded at around $97.480000. The impact to a portfolio due to this purchase was 1.66%. The holding were 254,499 shares as of 2020-12-31.

Added: BTC iShares iBoxx USD High Yield Corporate Bond ET (HYG)

Polaris Wealth Advisers, LLC added to a holding in BTC iShares iBoxx USD High Yield Corporate Bond ET by 349.68%. The purchase prices were between $82.43 and $87.3, with an estimated average price of $85.02. The stock is now traded at around $87.320000. The impact to a portfolio due to this purchase was 2.85%. The holding were 556,588 shares as of 2020-12-31.

Added: BTC iShares iBoxx USD Investment Grade Corporate B (LQD)

Polaris Wealth Advisers, LLC added to a holding in BTC iShares iBoxx USD Investment Grade Corporate B by 16009.49%. The purchase prices were between $133.73 and $138.48, with an estimated average price of $136.26. The stock is now traded at around $136.280000. The impact to a portfolio due to this purchase was 2.82%. The holding were 278,533 shares as of 2020-12-31.

Added: Boeing Co (BA)

Polaris Wealth Advisers, LLC added to a holding in Boeing Co by 1112.27%. The purchase prices were between $144.39 and $238.17, with an estimated average price of $193.37. The stock is now traded at around $203.360000. The impact to a portfolio due to this purchase was 1.5%. The holding were 103,758 shares as of 2020-12-31.

Added: BTC iShares Core S&P Small-Cap ETF (IJR)

Polaris Wealth Advisers, LLC added to a holding in BTC iShares Core S&P Small-Cap ETF by 151.30%. The purchase prices were between $71.64 and $92.42, with an estimated average price of $82.15. The stock is now traded at around $101.310000. The impact to a portfolio due to this purchase was 1.4%. The holding were 315,265 shares as of 2020-12-31.

Added: Microsoft Corp (MSFT)

Polaris Wealth Advisers, LLC added to a holding in Microsoft Corp by 278.88%. The purchase prices were between $202.33 and $224.96, with an estimated average price of $215.16. The stock is now traded at around $229.530000. The impact to a portfolio due to this purchase was 1.16%. The holding were 94,838 shares as of 2020-12-31.

Added: AT&T Inc (T)

Polaris Wealth Advisers, LLC added to a holding in AT&T Inc by 3912.53%. The purchase prices were between $26.5 and $31.46, with an estimated average price of $28.56. The stock is now traded at around $29.110000. The impact to a portfolio due to this purchase was 1.14%. The holding were 534,027 shares as of 2020-12-31.

Sold Out: iShares 3-7 Year Treasury Bond ETF (IEI)

Polaris Wealth Advisers, LLC sold out a holding in iShares 3-7 Year Treasury Bond ETF. The sale prices were between $132.26 and $133.2, with an estimated average price of $132.78.

Sold Out: iShares 7-10 Year Treasury Bond ETF (IEF)

Polaris Wealth Advisers, LLC sold out a holding in iShares 7-10 Year Treasury Bond ETF. The sale prices were between $119.12 and $121.46, with an estimated average price of $120.15.

Sold Out: Broadcom Inc (AVGO)

Polaris Wealth Advisers, LLC sold out a holding in Broadcom Inc. The sale prices were between $347.21 and $437.85, with an estimated average price of $390.83.

Sold Out: IHS Markit Ltd (INFO)

Polaris Wealth Advisers, LLC sold out a holding in IHS Markit Ltd. The sale prices were between $77.36 and $99.46, with an estimated average price of $86.84.

Sold Out: Marriott International Inc (MAR)

Polaris Wealth Advisers, LLC sold out a holding in Marriott International Inc. The sale prices were between $89.97 and $135.61, with an estimated average price of $114.99.

Sold Out: Thor Industries Inc (THO)

Polaris Wealth Advisers, LLC sold out a holding in Thor Industries Inc. The sale prices were between $80.29 and $103.45, with an estimated average price of $93.8.



Here is the complete portfolio of Polaris Wealth Advisers, LLC. Also check out:

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3. Polaris Wealth Advisers, LLC's High Yield stocks
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