Polaris Wealth Advisory Group, LLC Purchases in Q3 2023

Polaris Wealth Advisory Group, LLC

  • $1.3 Billion
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
141K
+ 77.28%
$170.43 - $196.45 $24M - $27.7M
323K $55.3M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
147K
New
$91.38 - $115.12 $13.5M - $17M
147K $13.6M
AMAT
Applied Materials Inc

Technology
97.3K
New
$134.04 - $153.99 $13M - $15M
97.3K $13.5M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
473K
New
$27.56 - $28.96 $13M - $13.7M
473K $13M
ABC
Amerisourcebergen Corp

Healthcare
72K
+ 193.67%
$172.87 - $193.41 $12.5M - $13.9M
109K $19.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
134K
New
$80.71 - $81.38 $10.8M - $10.9M
134K $10.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
141K
New
$72.38 - $76.06 $10.2M - $10.7M
141K $10.2M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
202K
+ 30.55%
$48.57 - $50.82 $9.82M - $10.3M
864K $42M
CVX
Chevron Corp

Energy
48K
+ 127.84%
$152.88 - $171.04 $7.34M - $8.21M
85.6K $14.4M
UBER
Uber Technologies, Inc

Technology
180K
New
$42.11 - $49.46 $7.57M - $8.89M
180K $8.27M
MBB
Ishares Tr

ETFs
83.7K
New
$88.51 - $93.81 $7.41M - $7.86M
83.7K $7.44M
ORCL
Oracle Corp

Technology
68.5K
New
$104.62 - $126.71 $7.17M - $8.68M
68.5K $7.26M
BLK
Black Rock Inc.

Financial Services
10.7K
New
$643.39 - $756.58 $6.87M - $8.08M
10.7K $6.91M
NVDA
Nvidia Corp

Technology
15.5K
+ 533.72%
$408.55 - $493.55 $6.33M - $7.65M
18.4K $8M
RTX
Raytheon Technologies Corp

Industrials
120K
+ 169.65%
$71.58 - $98.39 $8.55M - $11.8M
190K $13.7M
PEP
Pepsico Inc

Consumer Defensive
36.2K
+ 72.27%
$169.44 - $191.6 $6.14M - $6.94M
86.4K $14.6M
V
Visa Inc.

Financial Services
23.4K
+ 36.89%
$229.5 - $248.11 $5.36M - $5.8M
86.7K $19.9M
JPM
Jpmorgan Chase & CO

Financial Services
33.7K
+ 20.12%
$143.21 - $158.0 $4.83M - $5.33M
201K $29.2M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
113K
New
$39.27 - $43.12 $4.45M - $4.89M
113K $4.47M
MSFT
Microsoft Corp

Technology
21.3K
+ 22.07%
$312.14 - $359.49 $6.64M - $7.64M
118K $37.1M
ISRG
Intuitive Surgical Inc

Healthcare
14.8K
+ 1231.2%
$284.35 - $354.93 $4.22M - $5.27M
16K $4.69M
EFV
Msci Eafe Value ETF

ETFs
82.2K
New
$47.71 - $51.06 $3.92M - $4.2M
82.2K $4.02M
TSLA
Tesla, Inc.

Consumer Cyclical
16.2K
+ 264.76%
$215.49 - $293.34 $3.49M - $4.76M
22.3K $5.59M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
61.1K
New
$65.15 - $69.15 $3.98M - $4.22M
61.1K $3.98M
IEFA
Ishares Tr

ETFs
61.4K
New
$64.04 - $69.58 $3.93M - $4.27M
61.4K $3.95M
FTNT
Fortinet, Inc.

Technology
68.3K
+ 277.86%
$56.77 - $80.28 $3.88M - $5.49M
92.9K $5.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.86K
+ 19.46%
$340.9 - $370.48 $3.02M - $3.28M
54.4K $19M
NFLX
Netflix Inc

Communication Services
9.5K
+ 404.04%
$376.36 - $477.59 $3.58M - $4.54M
11.9K $4.48M
FDX
Fedex Corp

Industrials
8.74K
+ 13.41%
$247.55 - $269.95 $2.16M - $2.36M
73.9K $19.6M
SAN
Banco Santander, S.A.

Financial Services
861K
New
$3.53 - $4.06 $3.04M - $3.5M
861K $3.24M
ABBV
Abb Vie Inc.

Healthcare
537
+ 0.25%
$133.59 - $154.65 $71.7K - $83K
212K $31.6M
ADP
Automatic Data Processing Inc

Industrials
10.8K
New
$218.73 - $255.75 $2.36M - $2.77M
10.8K $2.6M
SAP
Sap Se

Technology
20.5K
+ 82.56%
$127.18 - $144.99 $2.6M - $2.97M
45.2K $5.85M
GOOGL
Alphabet Inc.

Communication Services
11.4K
+ 13.55%
$116.45 - $138.21 $1.32M - $1.57M
95.2K $12.5M
XOM
Exxon Mobil Corp

Energy
5.16K
+ 4.02%
$100.92 - $120.2 $521K - $620K
134K $15.7M
COO
Cooper Companies, Inc.

Healthcare
5.83K
New
$315.92 - $397.36 $1.84M - $2.32M
5.83K $1.85M
SPGI
S&P Global Inc.

Financial Services
4.23K
New
$363.06 - $428.41 $1.54M - $1.81M
4.23K $1.55M
GOOG
Alphabet Inc.

Communication Services
11.1K
New
$116.87 - $138.99 $1.3M - $1.55M
11.1K $1.47M
BA
Boeing CO

Industrials
5.98K
New
$190.43 - $238.85 $1.14M - $1.43M
5.98K $1.15M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
55.3K
+ 11.81%
$20.93 - $21.27 $1.16M - $1.18M
524K $11M
DXCM
Dexcom Inc

Healthcare
11.7K
New
$86.06 - $137.93 $1.01M - $1.62M
11.7K $1.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
19.3K
+ 14.68%
$68.05 - $72.66 $1.31M - $1.4M
151K $10.3M
PEN
Penumbra Inc

Healthcare
4.11K
New
$240.69 - $338.77 $989K - $1.39M
4.11K $993K
HYG
Ishares Tr

ETFs
15.8K
+ 12.11%
$73.48 - $75.65 $1.16M - $1.2M
146K $10.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.36K
+ 111.57%
$425.88 - $457.79 $1.01M - $1.08M
4.48K $1.91M
VUG
Vanguard Growth ETF

ETFs
3.6K
+ 166.59%
$269.56 - $293.5 $969K - $1.06M
5.75K $1.57M
VTV
Vanguard Value ETF

ETFs
6.92K
+ 162.06%
$137.93 - $147.18 $954K - $1.02M
11.2K $1.54M
TMUS
T Mobile Us, Inc.

Communication Services
5.58K
+ 5.39%
$133.32 - $143.12 $743K - $798K
109K $15.3M
EEMV
Ishares Msci Emerging Markets

ETFs
14.5K
+ 24.21%
$53.25 - $57.13 $772K - $828K
74.4K $3.97M
Activity Summary
Buys All Purchases 110 New Holdings 49 Increased Positions 61 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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