Polaris Wealth Advisory Group, LLC Portfolio Holdings
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Polaris Wealth Advisory Group, LLC has filed its 13F form on October 11, 2023 for Q3 2023 where it was disclosed a total value porftolio of $1.3 Billion distributed in 169 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $55.3M, Ishares Trust Ishares 5 10 Yea with a value of $42M, Ishares Russell 1000 Gr ETF with a value of $40M, Ishares S&P 500 Value ETF with a value of $38.8M, and Microsoft Corp with a value of $37.1M.
Examining the 13F form we can see an increase of $6.57M in the current position value, from $1.3B to 1.3B.
Below you can find more details about Polaris Wealth Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.3 Billion
ETFs: $394 Million
Technology: $212 Million
Healthcare: $175 Million
Consumer Defensive: $113 Million
Financial Services: $109 Million
Consumer Cyclical: $99.1 Million
Industrials: $74.7 Million
Communication Services: $47.5 Million
Other: $78.7 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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