$1.26 Billion is the total value of Polaris Wealth Advisory Group, LLC's 145 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 64.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IGIB | New | ISHARES TRintrm tr crp etf | $56,287,000 | – | 933,456 | +100.0% | 4.45% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $56,166,000 | – | 416,907 | +100.0% | 4.44% | – |
| CWB | New | SPDR SER TRblmbrg brc cnvrt | $51,855,000 | – | 851,059 | +100.0% | 4.10% | – |
| BKLN | New | INVESCO EXCHANGE-TRADED FD Tsr ln etf | $51,384,000 | – | 2,399,989 | +100.0% | 4.06% | – |
| AAPL | Sell | APPLE INC | $45,248,000 | +28.8% | 124,269 | -10.0% | 3.58% | -6.3% |
| MSFT | Sell | MICROSOFT CORP | $30,383,000 | +4.8% | 148,428 | -19.2% | 2.40% | -23.7% |
| TGT | Sell | TARGET CORP | $27,668,000 | +13.1% | 232,586 | -11.6% | 2.19% | -17.7% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $27,306,000 | +91.9% | 170,993 | +46.1% | 2.16% | +39.7% |
| WMT | Sell | WALMART INC | $26,796,000 | -3.1% | 223,882 | -8.0% | 2.12% | -29.5% |
| VIAC | New | VIACOMCBS INCcl b | $25,826,000 | – | 1,094,328 | +100.0% | 2.04% | – |
| CLX | Sell | CLOROX CO DEL | $25,728,000 | +16.4% | 117,174 | -8.1% | 2.03% | -15.3% |
| MPW | New | MEDICAL PPTYS TRUST INC | $25,718,000 | – | 1,330,453 | +100.0% | 2.03% | – |
| INFO | New | IHS MARKIT LTD | $25,652,000 | – | 338,234 | +100.0% | 2.03% | – |
| AMAT | New | APPLIED MATLS INC | $25,434,000 | – | 426,167 | +100.0% | 2.01% | – |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $25,284,000 | -9.0% | 324,023 | -30.7% | 2.00% | -33.8% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $25,028,000 | +110.6% | 128,585 | +63.0% | 1.98% | +53.3% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $24,881,000 | +102.6% | 229,977 | +80.2% | 1.97% | +47.3% |
| CTAS | New | CINTAS CORP | $24,812,000 | – | 92,591 | +100.0% | 1.96% | – |
| AVGO | New | BROADCOM INC | $23,759,000 | – | 75,971 | +100.0% | 1.88% | – |
| GS | Sell | GOLDMAN SACHS GROUP INC | $23,316,000 | +14.7% | 118,016 | -10.3% | 1.84% | -16.6% |
| NKE | Sell | NIKE INCcl b | $23,278,000 | +6.0% | 238,999 | -10.0% | 1.84% | -22.9% |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $23,157,000 | – | 483,952 | +100.0% | 1.83% | – |
| NEE | New | NEXTERA ENERGY INC | $22,995,000 | – | 93,376 | +100.0% | 1.82% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $22,741,000 | – | 671,020 | +100.0% | 1.80% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $21,834,000 | +3311.6% | 234,125 | +3194.8% | 1.73% | +2367.1% |
| PFE | Buy | PFIZER INC | $21,759,000 | +365.5% | 644,916 | +350.4% | 1.72% | +238.8% |
| ACN | New | ACCENTURE PLC IRELAND | $21,522,000 | – | 100,292 | +100.0% | 1.70% | – |
| AXP | New | AMERICAN EXPRESS CO | $21,186,000 | – | 225,260 | +100.0% | 1.68% | – |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $21,163,000 | +1042.1% | 70,270 | +815.8% | 1.67% | +732.3% |
| PHM | New | PULTE GROUP INC | $20,881,000 | – | 633,146 | +100.0% | 1.65% | – |
| SBUX | Buy | STARBUCKS CORP | $19,226,000 | +4088.7% | 259,709 | +3618.6% | 1.52% | +2940.0% |
| YUM | Sell | YUM BRANDS INC | $19,080,000 | +11.3% | 220,707 | -11.8% | 1.51% | -19.0% |
| TIP | Sell | ISHARES TRtips bd etf | $14,737,000 | -65.4% | 119,737 | -66.8% | 1.16% | -74.8% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $13,873,000 | -68.9% | 103,974 | -69.0% | 1.10% | -77.4% |
| AGG | Sell | ISHARES TRcore us aggbd et | $13,724,000 | -66.6% | 116,259 | -67.4% | 1.08% | -75.7% |
| HYG | New | ISHARES TRiboxx hi yd etf | $13,297,000 | – | 163,089 | +100.0% | 1.05% | – |
| QUAL | Buy | ISHARES TRusa quality fctr | $13,162,000 | +735.7% | 136,494 | +602.4% | 1.04% | +508.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $13,036,000 | +47.9% | 193,676 | +23.3% | 1.03% | +7.6% |
| SCZ | New | ISHARES TReafe sml cp etf | $12,261,000 | – | 227,431 | +100.0% | 0.97% | – |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $12,247,000 | -63.3% | 335,077 | -65.8% | 0.97% | -73.3% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $12,011,000 | +9.5% | 119,105 | -3.8% | 0.95% | -20.3% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $11,332,000 | +15.5% | 280,211 | -2.5% | 0.90% | -15.9% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $10,462,000 | +16.3% | 137,296 | -2.2% | 0.83% | -15.4% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $10,338,000 | +5.3% | 176,153 | -2.2% | 0.82% | -23.4% |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $9,335,000 | +13.2% | 74,173 | -19.6% | 0.74% | -17.6% |
| DRI | New | DARDEN RESTAURANTS INC | $7,928,000 | – | 104,159 | +100.0% | 0.63% | – |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $7,808,000 | +1.3% | 76,832 | -1.3% | 0.62% | -26.3% |
| MBB | Sell | ISHARES TRmbs etf | $7,442,000 | -76.4% | 67,318 | -76.4% | 0.59% | -82.8% |
| TER | New | TERADYNE INC | $7,259,000 | – | 87,547 | +100.0% | 0.57% | – |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $7,023,000 | +4.4% | 19,522 | -17.7% | 0.56% | -24.1% |
| AMZN | Sell | AMAZON COM INC | $6,883,000 | +14.7% | 2,391 | -22.3% | 0.54% | -16.6% |
| DKS | New | DICKS SPORTING GOODS INC | $6,827,000 | – | 168,118 | +100.0% | 0.54% | – |
| JBL | New | JABIL INC | $5,829,000 | – | 187,791 | +100.0% | 0.46% | – |
| STX | New | SEAGATE TECHNOLOGY PLC | $5,403,000 | – | 114,223 | +100.0% | 0.43% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $5,283,000 | – | 48,403 | +100.0% | 0.42% | – |
| BWX | New | SPDR SER TRblomberg intl tr | $5,124,000 | – | 177,805 | +100.0% | 0.40% | – |
| KHC | Sell | KRAFT HEINZ CO | $4,747,000 | +4.3% | 149,899 | -18.5% | 0.38% | -24.2% |
| NFLX | Buy | NETFLIX INC | $4,644,000 | +30.4% | 9,563 | +0.8% | 0.37% | -5.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $4,528,000 | +324.0% | 3,140 | +241.7% | 0.36% | +208.6% |
| NEM | New | NEWMONT CORP | $4,510,000 | – | 73,497 | +100.0% | 0.36% | – |
| C | New | CITIGROUP INC | $4,494,000 | – | 89,258 | +100.0% | 0.36% | – |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $4,480,000 | -0.4% | 17,885 | -63.0% | 0.35% | -27.6% |
| DOCU | Sell | DOCUSIGN INC | $4,449,000 | +47.0% | 24,860 | -24.1% | 0.35% | +7.0% |
| CVS | New | CVS HEALTH CORP | $4,431,000 | – | 68,630 | +100.0% | 0.35% | – |
| ANTM | Sell | ANTHEM INC | $4,398,000 | +6.9% | 16,370 | -9.6% | 0.35% | -22.1% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $4,369,000 | – | 70,909 | +100.0% | 0.34% | – |
| MET | New | METLIFE INC | $4,355,000 | – | 122,652 | +100.0% | 0.34% | – |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $4,044,000 | +41.5% | 19,283 | +11.4% | 0.32% | +3.2% |
| AMD | New | ADVANCED MICRO DEVICES INC | $3,676,000 | – | 69,909 | +100.0% | 0.29% | – |
| CSX | New | CSX CORP | $3,528,000 | – | 51,697 | +100.0% | 0.28% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $3,398,000 | – | 59,808 | +100.0% | 0.27% | – |
| NVS | New | NOVARTIS AGsponsored adr | $3,258,000 | – | 37,090 | +100.0% | 0.26% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $3,093,000 | – | 27,634 | +100.0% | 0.24% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $3,038,000 | – | 74,343 | +100.0% | 0.24% | – |
| FB | Sell | FACEBOOK INCcl a | $2,814,000 | +36.3% | 11,847 | -4.3% | 0.22% | -0.4% |
| AOA | Buy | ISHARES TRaggres alloc etf | $2,661,000 | +18.0% | 48,385 | +1.8% | 0.21% | -14.3% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $2,520,000 | +15.3% | 54,240 | +2.7% | 0.20% | -16.0% |
| DFS | New | DISCOVER FINL SVCS | $2,240,000 | – | 46,461 | +100.0% | 0.18% | – |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,872,000 | +51.6% | 12,557 | +39.0% | 0.15% | +10.4% |
| TSLA | Buy | TESLA INC | $1,872,000 | +116.9% | 1,672 | +1.6% | 0.15% | +57.4% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,832,000 | +38.0% | 10,380 | +12.5% | 0.14% | +0.7% |
| COO | COOPER COS INC | $1,677,000 | +4.3% | 5,832 | 0.0% | 0.13% | -24.0% | |
| SPGI | S&P GLOBAL INC | $1,540,000 | +36.5% | 4,605 | 0.0% | 0.12% | -0.8% | |
| ACWI | Buy | ISHARES TRmsci acwi etf | $1,545,000 | +24.2% | 20,801 | +4.7% | 0.12% | -9.6% |
| EFV | Buy | ISHARES TReafe value etf | $1,475,000 | +39.3% | 36,868 | +24.2% | 0.12% | +1.7% |
| BA | Buy | BOEING CO | $1,463,000 | +22.2% | 8,111 | +1.0% | 0.12% | -10.8% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,463,000 | +37.0% | 30,340 | +15.0% | 0.12% | 0.0% |
| HD | Buy | HOME DEPOT INC | $1,462,000 | +35.9% | 5,894 | +2.3% | 0.12% | -0.9% |
| EEMV | Buy | ISHARES INCmin vol emrg mkt | $1,448,000 | +30.2% | 27,548 | +16.2% | 0.12% | -5.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,235,000 | -3.8% | 859 | -22.2% | 0.10% | -30.0% |
| V | Buy | VISA INC | $1,157,000 | +26.3% | 5,968 | +5.0% | 0.09% | -9.0% |
| PEN | Buy | PENUMBRA INC | $1,087,000 | +38.5% | 5,868 | +20.5% | 0.09% | +1.2% |
| DIS | Sell | DISNEY WALT CO | $821,000 | -29.5% | 7,261 | -39.8% | 0.06% | -48.4% |
| T | Buy | AT&T INC | $806,000 | +10.9% | 26,964 | +8.1% | 0.06% | -19.0% |
| VOO | Sell | VANGUARD INDEX FDS | $779,000 | +10.7% | 2,730 | -8.2% | 0.06% | -19.5% |
| DTE | Buy | DTE ENERGY CO | $733,000 | +16.2% | 6,667 | +0.3% | 0.06% | -15.9% |
| CVX | Sell | CHEVRON CORP NEW | $722,000 | +13.2% | 8,241 | -6.5% | 0.06% | -17.4% |
| SPY | SPDR S&P 500 ETF TRtr unit | $699,000 | +20.5% | 2,251 | 0.0% | 0.06% | -12.7% | |
| ABBV | Sell | ABBVIE INC | $637,000 | +29.2% | 6,426 | -0.7% | 0.05% | -7.4% |
| CNA | Buy | CNA FINL CORP | $607,000 | +87.9% | 19,221 | +84.8% | 0.05% | +37.1% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $600,000 | +38.2% | 3,808 | +13.1% | 0.05% | 0.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $579,000 | +5.3% | 10,586 | +3.4% | 0.05% | -23.3% |
| CSCO | Sell | CISCO SYS INC | $575,000 | -88.0% | 12,487 | -89.8% | 0.04% | -91.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $562,000 | -8.5% | 3,160 | -6.0% | 0.04% | -34.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $529,000 | -97.7% | 3,770 | -97.9% | 0.04% | -98.3% |
| XOM | Buy | EXXON MOBIL CORP | $496,000 | +30.2% | 11,337 | +13.0% | 0.04% | -4.9% |
| EA | Buy | ELECTRONIC ARTS INC | $482,000 | +36.5% | 3,566 | +1.3% | 0.04% | 0.0% |
| ADBE | Buy | ADOBE INC | $450,000 | +45.6% | 1,023 | +5.4% | 0.04% | +5.9% |
| LRCX | New | LAM RESEARCH CORP | $442,000 | – | 1,393 | +100.0% | 0.04% | – |
| MCD | Buy | MCDONALDS CORP | $433,000 | +11.9% | 2,344 | +0.1% | 0.03% | -19.0% |
| INTC | Sell | INTEL CORP | $424,000 | -98.1% | 7,207 | -98.3% | 0.03% | -98.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $416,000 | +18.2% | 3,463 | +8.2% | 0.03% | -13.2% |
| IGM | ISHARES TRexpnd tec sc etf | $389,000 | +33.7% | 1,375 | 0.0% | 0.03% | -3.1% | |
| NVDA | Sell | NVIDIA CORPORATION | $387,000 | +32.1% | 1,015 | -8.6% | 0.03% | -3.1% |
| BIL | New | SPDR SER TRspdr bloomberg | $378,000 | – | 4,130 | +100.0% | 0.03% | – |
| COST | Sell | COSTCO WHSL CORP NEW | $382,000 | -96.2% | 1,253 | -96.4% | 0.03% | -97.3% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $345,000 | +63.5% | 2,707 | +21.6% | 0.03% | +17.4% |
| LMT | LOCKHEED MARTIN CORP | $310,000 | +6.5% | 859 | 0.0% | 0.02% | -21.9% | |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $310,000 | – | 7,717 | +100.0% | 0.02% | – |
| KO | Sell | COCA COLA CO | $312,000 | -1.6% | 6,962 | -2.8% | 0.02% | -26.5% |
| AGQ | New | PROSHARES TR IIultra silver new | $304,000 | – | 10,625 | +100.0% | 0.02% | – |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $307,000 | -90.0% | 1,420 | -91.0% | 0.02% | -92.8% |
| KL | New | KIRKLAND LAKE GOLD LTD | $291,000 | – | 7,000 | +100.0% | 0.02% | – |
| DXCM | New | DEXCOM INC | $297,000 | – | 741 | +100.0% | 0.02% | – |
| PII | New | POLARIS INC | $273,000 | – | 3,000 | +100.0% | 0.02% | – |
| CRM | Sell | SALESFORCE COM INC | $275,000 | +15.5% | 1,434 | -13.2% | 0.02% | -15.4% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $266,000 | +8.1% | 3,849 | +194.7% | 0.02% | -22.2% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $262,000 | -94.3% | 4,405 | -94.6% | 0.02% | -95.8% |
| AOM | New | ISHARES TRmodert alloc etf | $256,000 | – | 6,393 | +100.0% | 0.02% | – |
| AMGN | New | AMGEN INC | $244,000 | – | 955 | +100.0% | 0.02% | – |
| EXEL | EXELIXIS INC | $235,000 | +36.6% | 10,000 | 0.0% | 0.02% | 0.0% | |
| LLY | Sell | LILLY ELI & CO | $225,000 | +9.8% | 1,377 | -6.8% | 0.02% | -18.2% |
| PEP | Sell | PEPSICO INC | $227,000 | -64.1% | 1,714 | -67.4% | 0.02% | -73.9% |
| KMB | KIMBERLY CLARK CORP | $225,000 | +11.4% | 1,583 | 0.0% | 0.02% | -18.2% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $212,000 | +3.9% | 2,573 | 0.0% | 0.02% | -22.7% | |
| DSI | New | ISHARES TRmsci kld400 soc | $212,000 | – | 1,781 | +100.0% | 0.02% | – |
| LVS | New | LAS VEGAS SANDS CORP | $211,000 | – | 4,677 | +100.0% | 0.02% | – |
| GLD | Sell | SPDR GOLD TR | $206,000 | -6.8% | 1,235 | -17.3% | 0.02% | -33.3% |
| HAL | New | HALLIBURTON CO | $153,000 | – | 12,300 | +100.0% | 0.01% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $129,000 | – | 10,092 | +100.0% | 0.01% | – |
| HBAN | HUNTINGTON BANCSHARES INC | $119,000 | +4.4% | 13,839 | 0.0% | 0.01% | -25.0% | |
| GE | Sell | GENERAL ELECTRIC CO | $83,000 | -17.8% | 12,381 | -2.9% | 0.01% | -36.4% |
| AMRS | AMYRIS INC | $72,000 | +75.6% | 15,936 | 0.0% | 0.01% | +50.0% | |
| AUY | New | YAMANA GOLD INC | $82,000 | – | 15,300 | +100.0% | 0.01% | – |
| F | Sell | FORD MTR CO DEL | $74,000 | +13.8% | 12,357 | -7.5% | 0.01% | -14.3% |
| CHK | Exit | CHESAPEAKE ENERGY CORPcall | $0 | – | -5,000 | -100.0% | 0.00% | – |
| CHK | Exit | CHESAPEAKE ENERGY CORP | $0 | – | -7,000 | -100.0% | 0.00% | – |
| RTN | Exit | RAYTHEON CO | $0 | – | -2,393 | -100.0% | -0.03% | – |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -7,503 | -100.0% | -0.11% | – |
| EFAV | Exit | ISHARES TRmin vol eafe etf | $0 | – | -18,192 | -100.0% | -0.12% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -24,930 | -100.0% | -0.27% | – |
| DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -74,599 | -100.0% | -0.32% | – |
| STE | Exit | STERIS PLC | $0 | – | -21,435 | -100.0% | -0.33% | – |
| ALLY | Exit | ALLY FINL INC | $0 | – | -231,757 | -100.0% | -0.36% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -78,627 | -100.0% | -0.39% | – |
| TDOC | Exit | TELADOC HEALTH INC | $0 | – | -25,105 | -100.0% | -0.42% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -24,194 | -100.0% | -0.43% | – |
| ROST | Exit | ROSS STORES INC | $0 | – | -47,099 | -100.0% | -0.44% | – |
| MRK | Exit | MERCK & CO. INC | $0 | – | -58,484 | -100.0% | -0.49% | – |
| PGR | Exit | PROGRESSIVE CORP OHIO | $0 | – | -63,551 | -100.0% | -0.51% | – |
| MSI | Exit | MOTOROLA SOLUTIONS INC | $0 | – | -39,839 | -100.0% | -0.58% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -160,919 | -100.0% | -0.84% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -208,018 | -100.0% | -1.82% | – |
| CPB | Exit | CAMPBELL SOUP CO | $0 | – | -370,819 | -100.0% | -1.86% | – |
| CTXS | Exit | CITRIX SYS INC | $0 | – | -142,925 | -100.0% | -2.20% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -97,873 | -100.0% | -2.32% | – |
| TSN | Exit | TYSON FOODS INCcl a | $0 | – | -402,233 | -100.0% | -2.53% | – |
| KR | Exit | KROGER CO | $0 | – | -832,372 | -100.0% | -2.72% | – |
| JPST | Exit | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $0 | – | -538,245 | -100.0% | -2.90% | – |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -388,361 | -100.0% | -5.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR INDEX FUND S&P 500/ | 42 | Q3 2023 | 12.1% |
| ISHARES TR RUSSELL 1000 GROWTH | 42 | Q3 2023 | 7.8% |
| CHEVRON CORPORATION | 42 | Q3 2023 | 1.7% |
| ISHARES TR RUSSELL MIDCAP GROW | 40 | Q1 2023 | 12.3% |
| ISHARES TR RUSSELL MIDCAP VALU | 40 | Q1 2023 | 12.5% |
| ISHARES TR | 39 | Q3 2023 | 0.3% |
| APPLE INC | 38 | Q3 2023 | 5.2% |
| BERKSHIRE HATH HLD B | 38 | Q3 2023 | 1.4% |
| JOHNSON & JOHNSON | 37 | Q3 2023 | 2.9% |
| PROCTER & GAMBLE COMPANY | 37 | Q3 2023 | 2.0% |
View Polaris Wealth Advisory Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-26 |
| 13F-HR | 2021-10-18 |
| 13F-HR | 2021-07-23 |
View Polaris Wealth Advisory Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.