Polaris Wealth Advisers, LLC Buys Walgreens Boots Alliance Inc, D.R. Horton Inc, Skyworks Solutions Inc, Sells Fidelity National Information Services Inc, Accenture PLC, iShares Floating Rate Bond

San Francisco, CA, based Investment company Polaris Wealth Advisers, LLC buys Walgreens Boots Alliance Inc, D.R. Horton Inc, Skyworks Solutions Inc, PACCAR Inc, Phillips 66, ONEOK Inc, Darden Restaurants Inc, Medical Properties Trust Inc, Progressive Corp, Caterpillar Inc, AT&T Inc, iShares 7-10 Year Treasury Bond ETF, Oshkosh Corp, Merck Inc, Snap-on Inc, Intel Corp, UnitedHealth Group Inc, Nucor Corp, SPDR Select Sector Fund - Industrial, iShares MSCI Emerging Index Fund, iShares Expanded Tech-Software Sector, CBS Corp, Booz Allen Hamilton Holding Corp, iShares Russell Midcap Growth, Stryker Corp, Ulta Beauty Inc, Adobe Inc, Honeywell International Inc, Electronic Arts Inc, CBRE Group Inc, Charles River Laboratories International Inc, The Toronto-Dominion Bank, Textron Inc, Royal Dutch Shell PLC, Boeing Co, Conagra Brands Inc, Cummins Inc, WRKCo Inc, Workday Inc, Kohl's Corp, Activision Blizzard Inc, Target Corp, Bristol-Myers Squibb Company, Altria Group Inc, Discover Financial Services, Ameriprise Financial Inc, HollyFrontier Corp, Delta Air Lines Inc, Broadcom Inc, Lam Research Corp, PVH Corp, Tyson Foods Inc, Vanguard FTSE Emerging Markets, iShares Core U.S. Aggregate Bond, Salesforce.com Inc, Franklin Resources Inc, Jones Lang LaSalle Inc, United Rentals Inc, KLA-Tencor Corp, Mastercard Inc, Ford Motor Co, Verisk Analytics Inc, Intuit Inc, SPDR Blackstone GSO Senior Loan, sells Fidelity National Information Services Inc, Accenture PLC, iShares Floating Rate Bond, Raytheon Co, Universal Health Services Inc, The Home Depot Inc, CVS Health Corp, Marathon Petroleum Corp, Sherwin-Williams Co, Texas Instruments Inc, Ingersoll-Rand PLC, Union Pacific Corp, Best Buy Co Inc, Service Corp International, Vanguard Health Care, SPDR S&P 500, Vanguard Short-Term Inflation-Protected Securities, iShares Core S&P 500, Harris Corp, Sony Corp, Southwest Airlines Co, iShares Russell 3000, iShares Preferred and Income Securities ETF, SPDR Select Sector Fund - Health Care, ServiceNow Inc, Facebook Inc, iShares Core S&P Mid-Cap, iShares 0-5 Year TIPS Bond, Vanguard Short-Term Corporate Bond ETF, Vanguard Total Stock Market, Gap Inc, Annaly Capital Management Inc, Verizon Communications Inc, Cardinal Health Inc, Gilead Sciences Inc, Eli Lilly and Co, Macy's Inc, iShares 1-3 Year Treasury Bond ETF, PulteGroup Inc, Netflix Inc, Johnson & Johnson, Roper Technologies Inc, Vanguard Intermediate-Term Corporate Bond ETF during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Polaris Wealth Advisers, LLC. As of 2019Q1, Polaris Wealth Advisers, LLC owns 149 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. Vanguard Total International Bond ETF (BNDX) - 732,521 shares, 3.09% of the total portfolio. Shares reduced by 3.25%
  2. SPDR Bloomberg Barclays Convertible Securities (CWB) - 773,982 shares, 3.08% of the total portfolio. Shares added by 2.88%
  3. JPMorgan Ultra-Short Income (JPST) - 770,950 shares, 2.94% of the total portfolio. Shares added by 1.84%
  4. iShares Russell Midcap Growth (IWP) - 278,103 shares, 2.89% of the total portfolio. Shares added by 32.77%
  5. Microsoft Corp (MSFT) - 258,031 shares, 2.33% of the total portfolio. Shares reduced by 3.83%
New Purchase: Walgreens Boots Alliance Inc (WBA)

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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