- New Purchases: WBA, DHI, SWKS, PCAR, OKE, DRI, MPW, PGR, CAT, IEF, OSK, MRK, SNA, UNH, NUE, XLI, CBS, BAH, ULTA, CBRE, HON, EA, CRL, TD, RDS.A, TXT, CAG, WDAY, KSS, WRK, ATVI, TSN, PVH, CRM, URI, BEN, AGG, JLL, F,
- Added Positions: PSX, T, INTC, EEM, IGV, IWP, SYK, ADBE, BA, CMI, CWB, AAPL, BMY, TGT, MO, AVGO, DFS, DAL, AMP, JPST, TJX, HFC, BIL, LRCX, VWO, MA, KLAC, VRSK, AOR, AOA, INTU, SPEM, SRLN, PFE, GD, ABBV,
- Reduced Positions: FIS, ACN, RTN, HD, SPY, DHR, TMO, IWF, IJR, CDW, IVE, WMT, BNDX, IYC, GLW, MSFT, FB, NOW, DIS, MMC, EPP, IWS, VTI, VZ, NVDA, NDAQ, VEU, BSX, EZU, ADSK, GOOGL, NFLX, JNJ, AOM, LULU, AMZN, SPIB, SPGI, JPM, MAR, BRK.B, LMT, CSCO,
- Sold Out: FLOT, UHS, CVS, MPC, SHW, TXN, IR, UNP, BBY, SCI, VHT, VTIP, IVV, HRS, SNE, LUV, IWV, PFF, XLV, IJH, CAH, LLY, VCSH, STIP, NLY, M, GPS, GILD, SHY, PHM, VCIT, ROP,
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- Vanguard Total International Bond ETF (BNDX) - 732,521 shares, 3.09% of the total portfolio. Shares reduced by 3.25%
- SPDR Bloomberg Barclays Convertible Securities (CWB) - 773,982 shares, 3.08% of the total portfolio. Shares added by 2.88%
- JPMorgan Ultra-Short Income (JPST) - 770,950 shares, 2.94% of the total portfolio. Shares added by 1.84%
- iShares Russell Midcap Growth (IWP) - 278,103 shares, 2.89% of the total portfolio. Shares added by 32.77%
- Microsoft Corp (MSFT) - 258,031 shares, 2.33% of the total portfolio. Shares reduced by 3.83%
Polaris Wealth Advisers, LLC initiated holding in Walgreens Boots Alliance Inc. The purchase prices were between $59.79 and $74.43, with an estimated average price of $68.44. The stock is now traded at around $54.50. The impact to a portfolio due to this purchase was 2.08%. The holding were 432,254 shares as of .
New Purchase: D.R. Horton Inc (DHI)Polaris Wealth Advisers, LLC initiated holding in D.R. Horton Inc. The purchase prices were between $34.66 and $42.54, with an estimated average price of $39.07. The stock is now traded at around $43.40. The impact to a portfolio due to this purchase was 2.04%. The holding were 644,455 shares as of .
New Purchase: Skyworks Solutions Inc (SWKS)Polaris Wealth Advisers, LLC initiated holding in Skyworks Solutions Inc. The purchase prices were between $60.72 and $86.07, with an estimated average price of $77.03. The stock is now traded at around $87.06. The impact to a portfolio due to this purchase was 1.99%. The holding were 312,721 shares as of .
New Purchase: PACCAR Inc (PCAR)Polaris Wealth Advisers, LLC initiated holding in PACCAR Inc. The purchase prices were between $56.52 and $69.89, with an estimated average price of $65.15. The stock is now traded at around $68.40. The impact to a portfolio due to this purchase was 1.93%. The holding were 369,690 shares as of .
New Purchase: ONEOK Inc (OKE)Polaris Wealth Advisers, LLC initiated holding in ONEOK Inc. The purchase prices were between $53.95 and $69.85, with an estimated average price of $64.61. The stock is now traded at around $69.87. The impact to a portfolio due to this purchase was 1.85%. The holding were 346,759 shares as of .
New Purchase: Darden Restaurants Inc (DRI)Polaris Wealth Advisers, LLC initiated holding in Darden Restaurants Inc. The purchase prices were between $98.32 and $121.47, with an estimated average price of $109.51. The stock is now traded at around $117.05. The impact to a portfolio due to this purchase was 1.84%. The holding were 201,571 shares as of .
Added: Phillips 66 (PSX)Polaris Wealth Advisers, LLC added to a holding in Phillips 66 by 3248.55%. The purchase prices were between $86.15 and $98.89, with an estimated average price of $94.94. The stock is now traded at around $97.41. The impact to a portfolio due to this purchase was 1.89%. The holding were 270,596 shares as of .
Added: AT&T Inc (T)Polaris Wealth Advisers, LLC added to a holding in AT&T Inc by 4742.56%. The purchase prices were between $28.54 and $31.4, with an estimated average price of $30.44. The stock is now traded at around $31.75. The impact to a portfolio due to this purchase was 1.66%. The holding were 698,201 shares as of .
Added: Intel Corp (INTC)Polaris Wealth Advisers, LLC added to a holding in Intel Corp by 6731.12%. The purchase prices were between $44.49 and $54.64, with an estimated average price of $50.66. The stock is now traded at around $55.32. The impact to a portfolio due to this purchase was 1.37%. The holding were 336,979 shares as of .
Added: iShares MSCI Emerging Index Fund (EEM)Polaris Wealth Advisers, LLC added to a holding in iShares MSCI Emerging Index Fund by 85.53%. The purchase prices were between $38.45 and $43.71, with an estimated average price of $42.03. The stock is now traded at around $44.31. The impact to a portfolio due to this purchase was 0.83%. The holding were 541,448 shares as of .
Added: iShares Expanded Tech-Software Sector (IGV)Polaris Wealth Advisers, LLC added to a holding in iShares Expanded Tech-Software Sector by 71.81%. The purchase prices were between $167.19 and $214.66, with an estimated average price of $196.95. The stock is now traded at around $211.78. The impact to a portfolio due to this purchase was 0.81%. The holding were 119,010 shares as of .
Added: iShares Russell Midcap Growth (IWP)Polaris Wealth Advisers, LLC added to a holding in iShares Russell Midcap Growth by 32.77%. The purchase prices were between $110.25 and $136.6, with an estimated average price of $128.16. The stock is now traded at around $138.57. The impact to a portfolio due to this purchase was 0.71%. The holding were 278,103 shares as of .
Sold Out: iShares Floating Rate Bond (FLOT)Polaris Wealth Advisers, LLC sold out a holding in iShares Floating Rate Bond. The sale prices were between $50.32 and $50.91, with an estimated average price of $50.7.
Sold Out: Universal Health Services Inc (UHS)Polaris Wealth Advisers, LLC sold out a holding in Universal Health Services Inc. The sale prices were between $115.98 and $140.8, with an estimated average price of $131.5.
Sold Out: CVS Health Corp (CVS)Polaris Wealth Advisers, LLC sold out a holding in CVS Health Corp. The sale prices were between $52.36 and $69.88, with an estimated average price of $61.96.
Sold Out: Marathon Petroleum Corp (MPC)Polaris Wealth Advisers, LLC sold out a holding in Marathon Petroleum Corp. The sale prices were between $57.5 and $67.18, with an estimated average price of $62.95.
Sold Out: Sherwin-Williams Co (SHW)Polaris Wealth Advisers, LLC sold out a holding in Sherwin-Williams Co. The sale prices were between $380.39 and $440.32, with an estimated average price of $417.13.
Sold Out: Ingersoll-Rand PLC (IR)Polaris Wealth Advisers, LLC sold out a holding in Ingersoll-Rand PLC. The sale prices were between $90.03 and $107.95, with an estimated average price of $101.14.
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