Polaris Wealth Advisory Group, Llc

13F Holdings
Filed: 2023-10-11
Portfolio Value
1.31B
Number of Holdings
lock info
Reporting Date
2023-09-30
Key Stats trending_flat
CIK
0001582968
Filing Date
2023-10-11 00:00:00
Address
824 E Street
San Rafael
CA
Prior Value
-
Top 10 Holdings %
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Portfolio Value
Polaris Wealth Advisory Group, Llc
(13F - 2023-09-30)
AAPL
2023-10-11
Value
55.28M
Shares
322.88K
Portfolio %
4.21%
Ishares Tr
IGIB
2023-10-11
Value
42.02M
Shares
863.70K
Portfolio %
3.20%
Ishares Tr
IWF
2023-10-11
Value
39.98M
Shares
150.29K
Portfolio %
3.04%
Ishares Tr
IVE
2023-10-11
Value
38.81M
Shares
252.30K
Portfolio %
2.95%
MSFT
2023-10-11
Value
37.13M
Shares
117.60K
Portfolio %
2.83%
Ishares Tr
IEI
2023-10-11
Value
31.74M
Shares
280.46K
Portfolio %
2.41%
ABBV
2023-10-11
Value
31.63M
Shares
212.19K
Portfolio %
2.41%
Ishares Tr
IEF
2023-10-11
Value
31.55M
Shares
344.46K
Portfolio %
2.40%
Ishares Tr
LQD
2023-10-11
Value
31.15M
Shares
305.30K
Portfolio %
2.37%
JNJ
2023-10-11
Value
29.24M
Shares
187.76K
Portfolio %
2.23%
Polaris Wealth Advisory Group, Llc (13F - 2023-09-30)
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date