Polaris Wealth Advisory Group, LLC - Q4 2020 holdings

$1.34 Billion is the total value of Polaris Wealth Advisory Group, LLC's 179 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 69.5% .

 Value Shares↓ Weighting
BKLN BuyINVESCO EXCH TRADED FD TR IIsr ln etf$49,131,000
+9.1%
2,188,455
+6.1%
3.67%
-13.3%
HYG BuyISHARES TRiboxx hi yd etf$48,629,000
+365.2%
556,588
+349.7%
3.63%
+269.5%
AAPL BuyAPPLE INC$42,826,000
+18.2%
324,320
+4.3%
3.20%
-6.1%
CWB SellSPDR SER TRblmbrg brc cnvrt$41,343,000
+8.1%
478,670
-12.4%
3.09%
-14.1%
LQD BuyISHARES TRiboxx inv cp etf$37,814,000
+16199.1%
278,533
+16009.5%
2.82%
+12736.4%
COF SellCAPITAL ONE FINL CORP$33,035,000
+36.6%
298,798
-3.6%
2.47%
+8.5%
IJR BuyISHARES TRcore s&p scp etf$30,808,000
+234.0%
315,265
+151.3%
2.30%
+165.4%
TGT BuyTARGET CORP$30,626,000
+20.4%
158,191
+0.4%
2.29%
-4.3%
DD NewDUPONT DE NEMOURS INC$27,652,000338,081
+100.0%
2.06%
WMT BuyWALMART INC$26,565,000
+11.7%
181,169
+8.0%
1.98%
-11.3%
VIAC SellVIACOMCBS INCcl b$26,465,000
+30.8%
660,641
-7.3%
1.98%
+3.9%
XOM NewEXXON MOBIL CORP$25,250,000555,424
+100.0%
1.89%
TPR NewTAPESTRY INC$24,919,000727,986
+100.0%
1.86%
LRCX SellLAM RESEARCH CORP$24,797,000
+18.4%
49,433
-19.2%
1.85%
-5.9%
MSCI NewMSCI INC$24,177,00053,410
+100.0%
1.81%
JCI SellJOHNSON CTLS INTL PLC$24,000,000
+20.5%
467,838
-1.0%
1.79%
-4.3%
MDT NewMEDTRONIC PLC$22,521,000188,131
+100.0%
1.68%
SPG NewSIMON PPTY GROUP INC NEW$22,012,000254,499
+100.0%
1.64%
BA BuyBOEING CO$21,779,000
+1386.6%
103,758
+1112.3%
1.63%
+1078.3%
MSFT BuyMICROSOFT CORP$20,828,000
+295.5%
94,838
+278.9%
1.56%
+214.1%
ROK NewROCKWELL AUTOMATION INC$20,668,00078,942
+100.0%
1.54%
IWF SellISHARES TRrus 1000 grw etf$20,157,000
-25.2%
82,545
-32.8%
1.50%
-40.6%
IVE SellISHARES TRs&p 500 val etf$19,821,000
+1.6%
151,053
-11.3%
1.48%
-19.3%
PVH NewPVH CORPORATION$19,605,000188,567
+100.0%
1.46%
EEM SellISHARES TRmsci emg mkt etf$19,255,000
+12.6%
351,946
-8.3%
1.44%
-10.6%
VEU SellVANGUARD INTL EQUITY INDEX Fallwrld ex us$18,839,000
+3.5%
309,191
-12.8%
1.41%
-17.8%
RF NewREGIONS FINANCIAL CORP NEW$18,427,0001,048,776
+100.0%
1.38%
SYF NewSYNCHRONY FINANCIAL$18,068,000493,934
+100.0%
1.35%
WFC NewWELLS FARGO CO NEW$17,945,000540,660
+100.0%
1.34%
OMC NewOMNICOM GROUP INC$17,393,000273,521
+100.0%
1.30%
PAYX BuyPAYCHEX INC$16,841,000
+14.9%
183,011
+1.7%
1.26%
-8.7%
WRK SellWESTROCK CO$16,767,000
+10.0%
370,702
-10.6%
1.25%
-12.6%
AIG NewAMERICAN INTL GROUP INC$16,575,000408,052
+100.0%
1.24%
YUM BuyYUM BRANDS INC$16,578,000
+16.4%
154,720
+2.2%
1.24%
-7.5%
DAL SellDELTA AIR LINES INC DEL$16,283,000
-30.5%
406,866
-44.5%
1.22%
-44.8%
F NewFORD MTR CO DEL$16,147,0001,794,126
+100.0%
1.21%
T BuyAT&T INC$15,497,000
+3956.8%
534,027
+3912.5%
1.16%
+3113.9%
ALLY NewALLY FINL INC$13,259,000354,802
+100.0%
0.99%
SLB NewSCHLUMBERGER LTD$13,156,000529,638
+100.0%
0.98%
IWS BuyISHARES TRrus mdcp val etf$12,818,000
+50.3%
128,013
+25.9%
0.96%
+19.3%
SCZ SellISHARES TReafe sml cp etf$12,548,000
+14.4%
177,655
-2.3%
0.94%
-9.1%
PFF NewISHARES TRpfd and incm sec$12,327,000324,653
+100.0%
0.92%
PSX NewPHILLIPS 66$10,868,000153,701
+100.0%
0.81%
CAT NewCATERPILLAR INC$10,521,00054,157
+100.0%
0.79%
SPIB BuySPDR SER TRportfolio intrmd$10,244,000
+9.7%
277,079
+8.9%
0.76%
-12.9%
SMH NewVANECK VECTORS ETF TRsemiconductor et$9,643,00041,864
+100.0%
0.72%
IWP SellISHARES TRrus md cp gr etf$9,259,000
-58.5%
92,838
-26.3%
0.69%
-67.0%
XLF NewSELECT SECTOR SPDR TRsbi int-finl$9,210,000297,879
+100.0%
0.69%
RCD NewINVESCO EXCHANGE TRADED FD Ts&p500 eql dis$8,830,00069,787
+100.0%
0.66%
XLV NewSELECT SECTOR SPDR TRsbi healthcare$8,727,00074,341
+100.0%
0.65%
FXI NewISHARES TRchina lg-cap etf$8,539,000176,709
+100.0%
0.64%
EMB NewISHARES TRjpmorgan usd emg$8,213,00071,702
+100.0%
0.61%
QQQ BuyINVESCO QQQ TRunit ser 1$7,996,000
+1016.8%
25,065
+880.3%
0.60%
+791.0%
AMZN BuyAMAZON COM INC$7,989,000
+16.1%
2,510
+16.7%
0.60%
-7.7%
AMAT NewAPPLIED MATLS INC$7,656,00080,122
+100.0%
0.57%
TIP SellISHARES TRtips bd etf$7,579,000
-32.9%
59,777
-33.5%
0.57%
-46.7%
GE BuyGENERAL ELECTRIC CO$7,460,000
+8997.6%
657,860
+5068.2%
0.56%
+6862.5%
IVW BuyISHARES TRs&p 500 grwt etf$7,449,000
+43.6%
115,037
+418.9%
0.56%
+13.9%
DFS SellDISCOVER FINL SVCS$7,372,000
+43.1%
75,916
-6.9%
0.55%
+13.8%
AES SellAES CORP$7,321,000
+36.7%
288,016
-0.1%
0.55%
+8.5%
KSS NewKOHLS CORP$7,142,000171,636
+100.0%
0.53%
BIDU NewBAIDU INCspon adr rep a$6,756,00028,120
+100.0%
0.50%
GM SellGENERAL MTRS CO$6,588,000
+28.4%
152,986
-7.7%
0.49%
+2.1%
YETI NewYETI HLDGS INC$6,272,00085,361
+100.0%
0.47%
MKSI SellMKS INSTRS INC$6,272,000
+32.2%
38,021
-10.8%
0.47%
+4.9%
ANTM BuyANTHEM INC$6,174,000
+34.7%
18,317
+13.8%
0.46%
+7.0%
PYPL BuyPAYPAL HLDGS INC$6,173,000
+56.2%
25,458
+26.8%
0.46%
+23.9%
GOOGL BuyALPHABET INCcap stk cl a$6,149,000
+40.5%
3,420
+15.9%
0.46%
+11.7%
JBL BuyJABIL INC$6,092,000
+26.6%
137,015
+0.8%
0.46%
+0.7%
SNA SellSNAP ON INC$5,994,000
+13.1%
34,669
-0.8%
0.45%
-10.0%
TMO SellTHERMO FISHER SCIENTIFIC INC$5,918,000
-1.3%
11,551
-13.2%
0.44%
-21.6%
AMD BuyADVANCED MICRO DEVICES INC$5,869,000
+32.7%
62,058
+20.9%
0.44%
+5.3%
AVTR BuyAVANTOR INC$5,719,000
+41.6%
197,143
+14.5%
0.43%
+12.4%
LULU BuyLULULEMON ATHLETICA INC$5,623,000
+34.6%
15,387
+24.4%
0.42%
+6.9%
TSM BuyTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$5,481,000
+52.0%
46,179
+8.2%
0.41%
+20.6%
NVDA SellNVIDIA CORPORATION$5,310,000
-71.5%
9,999
-70.7%
0.40%
-77.3%
CSX BuyCSX CORP$5,266,000
+48.4%
54,944
+20.3%
0.39%
+17.7%
SONY BuySONY CORPsponsored adr$5,182,000
+73.6%
49,830
+25.3%
0.39%
+37.7%
NXPI BuyNXP SEMICONDUCTORS N V$5,143,000
+62.7%
29,386
+22.7%
0.38%
+29.3%
BP NewBP PLCsponsored adr$5,042,000206,645
+100.0%
0.38%
BLD NewTOPBUILD CORP$5,039,00027,194
+100.0%
0.38%
TSLA BuyTESLA INC$4,855,000
+112.0%
5,517
+2.5%
0.36%
+68.8%
RDSA NewROYAL DUTCH SHELL PLCspons adr a$4,737,000117,707
+100.0%
0.35%
UAA NewUNDER ARMOUR INCcl a$4,744,000267,996
+100.0%
0.35%
LUV NewSOUTHWEST AIRLS CO$4,602,00097,947
+100.0%
0.34%
ZTS NewZOETIS INCcl a$4,349,00025,867
+100.0%
0.32%
IJH BuyISHARES TRcore s&p mcp etf$3,681,000
+49.8%
15,279
+20.5%
0.28%
+19.0%
FB BuyFACEBOOK INCcl a$3,610,000
+5.7%
13,493
+4.6%
0.27%
-15.9%
IEMG NewISHARES INCcore msci emkt$2,995,00045,696
+100.0%
0.22%
EFV NewISHARES TReafe value etf$2,941,00059,457
+100.0%
0.22%
IEFA NewISHARES TRcore msci eafe$2,937,00040,931
+100.0%
0.22%
ADP  AUTOMATIC DATA PROCESSING IN$2,147,000
+21.4%
12,5530.0%0.16%
-3.6%
AOR SellISHARES TRgrwt allocat etf$2,125,000
+7.6%
40,057
-1.3%
0.16%
-14.5%
COO  COOPER COS INC$2,118,000
+6.0%
5,8320.0%0.16%
-16.0%
AOA SellISHARES TRaggres alloc etf$1,619,000
+7.9%
24,657
-3.7%
0.12%
-14.2%
GOOG SellALPHABET INCcap stk cl c$1,496,000
+21.4%
828
-0.1%
0.11%
-3.4%
JPM BuyJPMORGAN CHASE & CO$1,451,000
+103.5%
10,669
+48.1%
0.11%
+61.2%
SPGI  S&P GLOBAL INC$1,400,000
-10.4%
4,2830.0%0.10%
-28.6%
HD SellHOME DEPOT INC$1,317,000
-23.6%
4,895
-19.8%
0.10%
-39.5%
SBUX SellSTARBUCKS CORP$1,186,000
-92.6%
11,222
-93.8%
0.09%
-94.1%
ACWI BuyISHARES TRmsci acwi etf$1,186,000
+15.5%
12,691
+0.4%
0.09%
-8.2%
NIO  NIO INCspon ads$1,149,000
+172.9%
19,5000.0%0.09%
+115.0%
V SellVISA INC$977,000
-5.3%
4,535
-10.6%
0.07%
-24.7%
DIS SellDISNEY WALT CO$969,000
+44.2%
5,425
-0.5%
0.07%
+14.3%
SPY  SPDR S&P 500 ETF TRtr unit$858,000
+12.2%
2,2510.0%0.06%
-11.1%
PEN SellPENUMBRA INC$765,000
-17.3%
3,868
-20.5%
0.06%
-34.5%
NKE BuyNIKE INCcl b$720,000
+188.0%
4,918
+151.7%
0.05%
+125.0%
BRKB  BERKSHIRE HATHAWAY INC DELcl b new$690,000
+10.2%
2,9480.0%0.05%
-11.9%
FCX NewFREEPORT-MCMORAN INCcall$666,00037,500
+100.0%
0.05%
UNH NewUNITEDHEALTH GROUP INC$626,0001,722
+100.0%
0.05%
ACN SellACCENTURE PLC IRELAND$551,000
-96.4%
2,086
-96.9%
0.04%
-97.1%
ORCL NewORACLE CORP$554,0008,738
+100.0%
0.04%
JNJ BuyJOHNSON & JOHNSON$547,000
+11.2%
3,418
+3.0%
0.04%
-10.9%
QRVO BuyQORVO INC$540,000
+81.8%
3,012
+37.2%
0.04%
+42.9%
GOLD NewBARRICK GOLD CORP$525,00021,900
+100.0%
0.04%
ATVI NewACTIVISION BLIZZARD INC$516,0005,653
+100.0%
0.04%
VZ  VERIZON COMMUNICATIONS INC$520,000
-3.2%
8,9940.0%0.04%
-22.0%
TER NewTERADYNE INC$521,0003,944
+100.0%
0.04%
TTWO BuyTAKE-TWO INTERACTIVE SOFTWAR$512,000
+56.6%
2,434
+22.7%
0.04%
+22.6%
SYK NewSTRYKER CORPORATION$508,0002,085
+100.0%
0.04%
VTI  VANGUARD INDEX FDStotal stk mkt$494,000
+14.9%
2,4800.0%0.04%
-7.5%
COST BuyCOSTCO WHSL CORP NEW$502,000
+19.0%
1,357
+15.2%
0.04%
-7.5%
WBA NewWALGREENS BOOTS ALLIANCE INC$499,00011,030
+100.0%
0.04%
IGM  ISHARES TRexpnd tec sc etf$485,000
+12.8%
1,3750.0%0.04%
-10.0%
PZZA NewPAPA JOHNS INTL INC$476,0005,088
+100.0%
0.04%
LYFT NewLYFT INC$478,00010,057
+100.0%
0.04%
ADBE SellADOBE SYSTEMS INCORPORATED$481,000
-36.2%
991
-36.0%
0.04%
-49.3%
QCOM BuyQUALCOMM INC$482,000
+62.8%
3,077
+25.5%
0.04%
+28.6%
ISRG BuyINTUITIVE SURGICAL INC$470,000
+70.3%
574
+47.2%
0.04%
+34.6%
MTUM NewISHARES TRmsci usa mmentm$467,0002,783
+100.0%
0.04%
HPE NewHEWLETT PACKARD ENTERPRISE C$464,00039,058
+100.0%
0.04%
BAH NewBOOZ ALLEN HAMILTON HLDG CORcl a$449,0004,897
+100.0%
0.03%
MA SellMASTERCARD INCORPORATEDcl a$441,000
-97.3%
1,247
-97.4%
0.03%
-97.8%
SCHW NewSCHWAB CHARLES CORP$442,0007,488
+100.0%
0.03%
LYV NewLIVE NATION ENTERTAINMENT IN$443,0006,028
+100.0%
0.03%
BR  BROADRIDGE FINL SOLUTIONS IN$423,000
+14.6%
2,7070.0%0.03%
-8.6%
RTX SellRAYTHEON TECHNOLOGIES CORP$432,000
-90.9%
6,179
-92.3%
0.03%
-92.9%
DKNG NewDRAFTKINGS INC$427,0008,210
+100.0%
0.03%
NFLX SellNETFLIX INC$430,000
-90.0%
842
-89.8%
0.03%
-92.1%
MCD BuyMCDONALDS CORP$425,000
-4.5%
1,970
+0.1%
0.03%
-23.8%
AGG SellISHARES TRcore us aggbd et$383,000
-96.3%
3,271
-96.2%
0.03%
-97.0%
TRTY  CAMBRIA ETF TRtrinity$384,000
+11.3%
15,2770.0%0.03%
-9.4%
GLD NewSPDR GOLD TR$371,0002,140
+100.0%
0.03%
KL BuyKIRKLAND LAKE GOLD LTD$380,000
-4.8%
9,200
+12.9%
0.03%
-26.3%
SOXL NewDIREXION SHS ETF TRdly scond 3xbu$371,000691
+100.0%
0.03%
CSCO SellCISCO SYS INC$375,000
-9.2%
8,313
-22.4%
0.03%
-28.2%
DSI BuyISHARES TRmsci kld400 soc$361,000
+27.6%
4,940
+126.2%
0.03%0.0%
PFE SellPFIZER INC$332,000
-98.2%
8,948
-98.2%
0.02%
-98.5%
PG BuyPROCTER AND GAMBLE CO$318,000
+6.0%
2,291
+6.4%
0.02%
-14.3%
PII  POLARIS INC$315,000
+2.9%
3,0000.0%0.02%
-17.2%
CVX SellCHEVRON CORP NEW$326,000
-47.3%
3,579
-58.0%
0.02%
-58.6%
CRM  SALESFORCE COM INC$307,000
-11.8%
1,3820.0%0.02%
-30.3%
AOM BuyISHARES TRmodert alloc etf$296,000
+32.7%
6,807
+25.2%
0.02%
+4.8%
DXCM SellDEXCOM INC$288,000
-5.9%
741
-7.5%
0.02%
-24.1%
CTAS SellCINTAS CORP$296,000
-98.6%
845
-98.6%
0.02%
-98.9%
ABBV SellABBVIE INC$292,000
+3.5%
2,724
-15.0%
0.02%
-18.5%
AGQ  PROSHARES TR IIultra silver new$294,000
+0.7%
6,3800.0%0.02%
-18.5%
EW SellEDWARDS LIFESCIENCES CORP$283,000
-8.1%
3,120
-18.8%
0.02%
-27.6%
LMT SellLOCKHEED MARTIN CORP$271,000
-98.1%
807
-97.8%
0.02%
-98.5%
KO SellCOCA COLA CO$261,000
-48.0%
5,104
-49.8%
0.02%
-59.6%
SWKS SellSKYWORKS SOLUTIONS INC$244,000
-94.7%
1,493
-95.1%
0.02%
-95.8%
HAL  HALLIBURTON CO$227,000
+68.1%
11,3000.0%0.02%
+30.8%
EXEL  EXELIXIS INC$228,000
-5.0%
10,0000.0%0.02%
-26.1%
JBHT NewHUNT J B TRANS SVCS INC$224,0001,500
+100.0%
0.02%
VCSH  VANGUARD SCOTTSDALE FDSshrt trm corp bd$214,000
+0.5%
2,5730.0%0.02%
-20.0%
CDK NewCDK GLOBAL INC$214,0004,060
+100.0%
0.02%
BIL SellSPDR SER TRspdr bloomberg$216,000
-37.9%
2,356
-38.0%
0.02%
-51.5%
PEP  PEPSICO INC$213,000
+4.4%
1,4800.0%0.02%
-15.8%
BMRC NewBANK MARIN BANCORP$200,0005,400
+100.0%
0.02%
FCX NewFREEPORT-MCMORAN INCcl b$207,0006,650
+100.0%
0.02%
HBAN  HUNTINGTON BANCSHARES INC$200,000
+49.3%
13,8340.0%0.02%
+15.4%
BX NewBLACKSTONE GROUP INC$207,0003,294
+100.0%
0.02%
AUY BuyYAMANA GOLD INC$126,000
+38.5%
22,800
+49.0%
0.01%0.0%
QCOM NewQUALCOMM INCcall$72,0001,000
+100.0%
0.01%
KL NewKIRKLAND LAKE GOLD LTDcall$56,0004,100
+100.0%
0.00%
NFLX NewNETFLIX INCcall$35,000200
+100.0%
0.00%
AMRN NewAMARIN CORP PLCcall$011,000
+100.0%
0.00%
AMRS ExitAMYRIS INC$0-16,736
-100.0%
-0.01%
LLY ExitLILLY ELI & CO$0-1,377
-100.0%
-0.02%
VWO ExitVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$0-5,646
-100.0%
-0.02%
AMGN ExitAMGEN INC$0-955
-100.0%
-0.02%
BMY ExitBRISTOL-MYERS SQUIBB CO$0-4,405
-100.0%
-0.02%
CMG ExitCHIPOTLE MEXICAN GRILL INC$0-221
-100.0%
-0.03%
ULTA ExitULTA BEAUTY INC$0-1,219
-100.0%
-0.03%
OLLI ExitOLLIES BARGAIN OUTLET HLDGS$0-3,053
-100.0%
-0.03%
BABA ExitALIBABA GROUP HLDG LTDsponsored ads$0-1,220
-100.0%
-0.03%
NOW ExitSERVICENOW INC$0-726
-100.0%
-0.03%
EA ExitELECTRONIC ARTS INC$0-3,277
-100.0%
-0.04%
CNA ExitCNA FINL CORP$0-18,791
-100.0%
-0.06%
EFAV ExitISHARES TRmsci eafe min vl$0-27,649
-100.0%
-0.18%
EFG ExitISHARES TReafe grwth etf$0-21,098
-100.0%
-0.18%
EEMV ExitISHARES INCmsci emerg mrkt$0-36,270
-100.0%
-0.19%
XMLV ExitINVESCO EXCH TRADED FD TR IIs&p midcp low$0-51,741
-100.0%
-0.21%
MELI ExitMERCADOLIBRE INC$0-2,803
-100.0%
-0.29%
EDU ExitNEW ORIENTAL ED & TECHNOLOGYspon adr$0-21,530
-100.0%
-0.31%
BMRN ExitBIOMARIN PHARMACEUTICAL INC$0-44,728
-100.0%
-0.32%
ZS ExitZSCALER INC$0-25,277
-100.0%
-0.34%
KLAC ExitKLA CORP$0-19,842
-100.0%
-0.37%
PLNT ExitPLANET FITNESS INCcl a$0-63,556
-100.0%
-0.37%
CVS ExitCVS HEALTH CORP$0-72,928
-100.0%
-0.40%
RL ExitRALPH LAUREN CORPcl a$0-61,571
-100.0%
-0.42%
BBY ExitBEST BUY INC$0-42,166
-100.0%
-0.46%
USMV ExitISHARES TRmsci usa min vol$0-77,069
-100.0%
-0.47%
INTC ExitINTEL CORP$0-99,671
-100.0%
-0.48%
MBB ExitISHARES TRmbs etf$0-48,055
-100.0%
-0.50%
MINT ExitPIMCO ETF TRenhan shrt ma ac$0-54,495
-100.0%
-0.52%
DKS ExitDICKS SPORTING GOODS INC$0-93,000
-100.0%
-0.54%
BWX ExitSPDR SER TRblomberg intl tr$0-246,019
-100.0%
-0.69%
EZU ExitISHARES INCmsci eurzone etf$0-215,581
-100.0%
-0.79%
XLP ExitSELECT SECTOR SPDR TRsbi cons stpls$0-130,716
-100.0%
-0.79%
XLI ExitSELECT SECTOR SPDR TRsbi int-inds$0-111,316
-100.0%
-0.82%
DRI ExitDARDEN RESTAURANTS INC$0-94,029
-100.0%
-0.92%
SYY ExitSYSCO CORP$0-225,459
-100.0%
-1.35%
THO ExitTHOR INDS INC$0-153,532
-100.0%
-1.49%
MAR ExitMARRIOTT INTL INC NEWcl a$0-177,420
-100.0%
-1.61%
INFO ExitIHS MARKIT LTD$0-233,495
-100.0%
-1.72%
AVGO ExitBROADCOM INC$0-55,945
-100.0%
-1.93%
IEF ExitISHARES TRbarclays 7 10 yr$0-367,611
-100.0%
-4.18%
IEI ExitISHARES TR3 7 yr treas bd$0-414,298
-100.0%
-5.19%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-01-25
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR INDEX FUND S&P 500/42Q3 202312.1%
ISHARES TR RUSSELL 1000 GROWTH42Q3 20237.8%
CHEVRON CORPORATION42Q3 20231.7%
ISHARES TR RUSSELL MIDCAP GROW40Q1 202312.3%
ISHARES TR RUSSELL MIDCAP VALU40Q1 202312.5%
ISHARES TR39Q3 20230.3%
APPLE INC38Q3 20235.2%
BERKSHIRE HATH HLD B38Q3 20231.4%
JOHNSON & JOHNSON37Q3 20232.9%
PROCTER & GAMBLE COMPANY37Q3 20232.0%

View Polaris Wealth Advisory Group, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2023-10-11
13F-HR2023-08-07
13F-HR2023-05-03
13F-HR2023-01-19
13F-HR2022-10-12
13F-HR2022-07-12
13F-HR2022-04-19
13F-HR2022-01-26
13F-HR2021-10-18
13F-HR2021-07-23

View Polaris Wealth Advisory Group, LLC's complete filings history.

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