Polaris Investment Advisors, LLC New Holdings in Q4 2025

Polaris Investment Advisors, LLC

  • $138 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
20.2K
New
$656.2 - $690.71 $13.3M - $14M
20.2K $13.9B
IVW
Ishares S&P 500 Growth ETF

ETFs
78.3K
New
$118.29 - $126.28 $9.26M - $9.89M
78.3K $9.65B
IVE
Ishares S&P 500 Value ETF

ETFs
45K
New
$202.52 - $212.07 $9.11M - $9.54M
45K $9.54B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
155K
New
$57.9 - $61.26 $8.95M - $9.47M
155K $9.4B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
165K
New
$46.57 - $47.16 $7.68M - $7.77M
165K $7.67B
IEMG
Ishares Inc

ETFs
111K
New
N/A
111K $7.47B
OEF
Ishares S&P 100 ETF

ETFs
20.2K
New
N/A
20.2K $6.94B
EFV
Msci Eafe Value ETF

ETFs
91.5K
New
$66.73 - $70.99 $6.11M - $6.5M
91.5K $6.54B
GOOGL
Alphabet Inc.

Communication Services
18.3K
New
$236.57 - $291.31 $4.32M - $5.32M
18.3K $5.71B
QUAL
Ishares Msci Usa Quality Facto

ETFs
20.2K
New
$191.01 - $199.18 $3.86M - $4.03M
20.2K $4.02B
Blackrock ETF Trust
89.6K
New
N/A
89.6K $3.45B
Blackrock ETF Trust
102K
New
N/A
102K $3.4B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
12.7K
New
$245.79 - $258.02 $3.13M - $3.28M
12.7K $3.18B
GOOG
Alphabet Inc.

Communication Services
9.66K
New
$237.49 - $291.74 $2.29M - $2.82M
9.66K $3.03B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
43.5K
New
$63.25 - $66.24 $2.75M - $2.88M
43.5K $2.87B
IAU
Ishares Gold Trust

ETFs
30K
New
$72.65 - $82.5 $2.18M - $2.48M
30K $2.44B
MUB
Ishares National Muni Bond ETF

ETFs
22.7K
New
$106.36 - $107.61 $2.42M - $2.45M
22.7K $2.43B
MBB
Ishares Tr

ETFs
19.2K
New
$94.9 - $96.23 $1.82M - $1.84M
19.2K $1.83B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
35.9K
New
$51.27 - $51.8 $1.84M - $1.86M
35.9K $1.79B
ITA
Ishares Tr

ETFs
8.1K
New
$205.04 - $218.9 $1.66M - $1.77M
8.1K $1.74B
AAPL
Apple Inc.

Technology
5.43K
New
$245.27 - $275.25 $1.33M - $1.49M
5.43K $1.48B
Blackrock ETF Trust Ii
27.1K
New
N/A
27.1K $1.43B
XLF
Financial Sector Spdr

ETFs
25.6K
New
$51.76 - $53.77 $1.32M - $1.38M
25.6K $1.4B
XLK
Technology Sector Spdr

ETFs
9.52K
New
$278.39 - $304.13 $2.65M - $2.9M
9.52K $1.37B
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.23K
New
$358.39 - $376.54 $1.16M - $1.22M
3.23K $1.21B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
20.5K
New
$49.98 - $50.59 $1.02M - $1.04M
20.5K $1.03B
VEA
Vanguard Ftse Developed Market

ETFs
16.2K
New
$59.18 - $62.09 $961K - $1.01M
16.2K $1.01B
NVDA
Nvidia Corp

Technology
5.15K
New
$179.83 - $207.04 $926K - $1.07M
5.15K $961M
VTI
Vanguard Total Stock Market Et

ETFs
2.75K
New
$321.8 - $337.95 $883K - $928K
2.75K $920M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.31K
New
$653.02 - $687.39 $853K - $898K
1.31K $891M
IWR
Ishares Russell Mid Cap ETF

ETFs
7.93K
New
$94.02 - $97.61 $746K - $774K
7.93K $764M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.38K
New
$92.34 - $95.43 $681K - $704K
7.38K $694M
AMZN
Amazon Com Inc

Consumer Cyclical
2.96K
New
$213.04 - $254.0 $631K - $752K
2.96K $683M
EFG
Msci Eafe Growth ETF

ETFs
5.44K
New
$112.91 - $117.61 $614K - $640K
5.44K $620M
KMB
Kimberly Clark Corp

Consumer Defensive
5.96K
New
$100.05 - $123.23 $597K - $735K
5.96K $602M
VTV
Vanguard Value ETF

ETFs
2.78K
New
$182.87 - $189.72 $508K - $527K
2.78K $531M
MSFT
Microsoft Corp

Technology
1.08K
New
$496.82 - $542.07 $538K - $587K
1.08K $523M
SUB
Ishares Short Term National Mu

ETFs
4.63K
New
$106.22 - $106.81 $492K - $495K
4.63K $494M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.53K
New
$136.84 - $145.3 $483K - $513K
3.53K $484M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.97K
New
$114.27 - $121.15 $453K - $480K
3.97K $477M
GE
General Electric CO

Industrials
1.55K
New
$291.49 - $314.28 $451K - $486K
1.55K $477M
IWF
Ishares Russell 1000 Gr ETF

ETFs
972
New
$459.47 - $491.71 $447K - $478K
972 $460M
VO
Vanguard Mid Cap ETF

ETFs
1.49K
New
$286.27 - $296.23 $426K - $441K
1.49K $432M
XLV
Select Sector Spdr Fund Health

ETFs
2.77K
New
$141.95 - $152.82 $393K - $423K
2.77K $429M
BAC
Bank Of America Corp

Financial Services
7.78K
New
$48.65 - $54.11 $378K - $421K
7.78K $428M
VB
Vanguard Small Cap ETF

ETFs
1.63K
New
$248.1 - $260.08 $404K - $424K
1.63K $420M
AVGO
Broadcom Inc.

Technology
1.2K
New
$324.63 - $385.98 $390K - $463K
1.2K $415M
IYW
Ishares Dj Us Tech ETF

ETFs
2.01K
New
$192.8 - $211.27 $387K - $424K
2.01K $401M
VFH
Vanguard Financial ETF

ETFs
3K
New
$125.75 - $131.12 $377K - $393K
3K $400M
Activity Summary
Buys All Purchases 73 New Holdings 73 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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