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
NVO
Novo Nordisk A S

Healthcare
36.7K
+ 95.36%
$90.94 - $199.54 $3.34M - $7.33M
75.2K $6.84M
CSCO
Cisco Systems, Inc.

Technology
817
+ 0.3%
$50.38 - $57.84 $41.2K - $47.3K
273K $14.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.86K
+ 18.65%
$246.15 - $272.4 $705K - $780K
18.2K $4.54M
UTHR
United Therapeutics Corp

Healthcare
2.33K
New
$211.82 - $248.24 $494K - $579K
2.33K $526K
CRM
Salesforce, Inc.

Technology
2.86K
+ 35.46%
$202.49 - $234.37 $580K - $671K
10.9K $2.22M
VTI
Vanguard Total Stock Market Et

ETFs
2.34K
New
$211.41 - $228.35 $494K - $534K
2.34K $496K
BR
Broadridge Financial Solutions, Inc.

Technology
2.71K
New
$163.3 - $189.0 $442K - $512K
2.71K $484K
AMGN
Amgen Inc

Healthcare
1.78K
New
$218.65 - $271.46 $388K - $482K
1.78K $477K
KO
Coca Cola CO

Consumer Defensive
6.76K
New
$55.81 - $63.05 $377K - $426K
6.76K $378K
TRTY
Cambria ETF Tr Cambria Trinity

ETFs
15.3K
New
$24.34 - $25.52 $372K - $390K
15.3K $373K
SRE
Sempra Energy

Utilities
5.16K
New
$67.77 - $151.95 $350K - $784K
5.16K $350K
VZ
Verizon Communications Inc

Communication Services
9.75K
New
$31.46 - $37.48 $307K - $365K
9.75K $315K
BALL
Ball Corp

Consumer Cyclical
6.3K
New
$48.15 - $59.46 $303K - $375K
6.3K $313K
PII
Polaris Inc.

Consumer Cyclical
3K
New
$101.71 - $137.17 $305K - $412K
3K $312K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.26K
New
$39.04 - $43.07 $283K - $312K
7.26K $284K
MELI
Mercadolibre Inc

Consumer Cyclical
222
New
$1087.15 - $1436.35 $241K - $319K
222 $281K
AEP
American Electric Power CO Inc

Utilities
3.68K
New
$74.67 - $87.93 $275K - $324K
3.68K $276K
CAT
Caterpillar Inc

Industrials
1.01K
New
$240.58 - $288.65 $242K - $290K
1.01K $274K
KLAC
Kla Corp

Technology
1.2K
+ 10.89%
$445.16 - $514.28 $534K - $617K
12.2K $5.6M
MA
Mastercard Inc

Financial Services
625
New
$388.68 - $417.13 $243K - $261K
625 $247K
IBM
International Business Machines Corp

Technology
1.71K
New
$132.08 - $149.83 $226K - $256K
1.71K $239K
NVR
Nvr Inc

Consumer Cyclical
40
New
$5888.47 - $6509.35 $236K - $260K
40 $238K
FCX
Freeport Mcmoran Inc

Basic Materials
6.03K
New
$36.55 - $44.65 $220K - $269K
6.03K $224K
ATO
Atmos Energy Corp

Utilities
2.08K
New
$105.91 - $124.41 $220K - $259K
2.08K $220K
EXEL
Exelixis, Inc.

Healthcare
10K
New
$19.04 - $22.74 $190K - $227K
10K $218K
EW
Edwards Lifesciences Corp

Healthcare
3.12K
New
$69.28 - $93.38 $216K - $291K
3.12K $216K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.16K
New
$67.56 - $71.9 $213K - $227K
3.16K $214K
PFE
Pfizer Inc

Healthcare
6.43K
New
$32.09 - $37.51 $206K - $241K
6.43K $213K
DAL
Delta Air Lines, Inc.

Industrials
5.6K
New
$36.66 - $48.69 $205K - $273K
5.6K $207K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.21K
New
$91.43 - $91.86 $202K - $203K
2.21K $202K
SOXL
Direxion Daily Semiconductor B

ETFs
10.4K
New
$17.24 - $28.53 $179K - $296K
10.4K $195K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.6K
+ 90.14%
$74.99 - $75.99 $195K - $197K
5.47K $411K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
12.5K
+ 23.55%
$106.19 - $148.27 $1.33M - $1.86M
65.8K $7.15M
MNST
Monster Beverage Corp

Consumer Defensive
3.16K
+ 19.52%
$52.95 - $59.01 $167K - $186K
19.3K $1.02M
NOW
Service Now, Inc.

Technology
190
+ 3.55%
$541.5 - $605.94 $103K - $115K
5.54K $3.1M
NOC
Northrop Grumman Corp

Industrials
270
+ 14.09%
$422.72 - $460.75 $114K - $124K
2.19K $962K
NDAQ
Nasdaq, Inc.

Financial Services
1.85K
+ 10.56%
$47.98 - $53.34 $89K - $98.9K
19.4K $943K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
13.2K
New
$4.85 - $9.02 $63.8K - $119K
13.2K $65K
AZO
Autozone Inc

Consumer Cyclical
15
+ 4.76%
$2433.89 - $2619.29 $36.5K - $39.3K
330 $838K
ICE
Intercontinental Exchange, Inc.

Financial Services
669
+ 8.94%
$107.23 - $118.57 $71.7K - $79.3K
8.15K $897K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
150
+ 10.91%
$392.7 - $420.68 $58.9K - $63.1K
1.53K $598K
ACWI
Ishares Msci Acwi ETF

ETFs
745
+ 5.13%
$92.02 - $99.39 $68.6K - $74K
15.3K $1.41M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
136
+ 7.48%
$138.94 - $147.4 $18.9K - $20K
1.96K $273K
Nextplay Technologies Inc
96K
New
N/A
96K $0
VCIT
Vanguard Intermediate Term Cor

ETFs
44
+ 1.61%
$75.83 - $79.4 $3.34K - $3.49K
2.78K $210K
DSI
Ishares Msci Kld 400 Social Et

ETFs
116
+ 1.66%
$80.77 - $87.25 $9.37K - $10.1K
7.11K $579K
AOR
Ishares Tr Core Growth Allocat

ETFs
781
+ 1.97%
$49.22 - $52.2 $38.4K - $40.8K
40.4K $1.99M
APD
Air Products & Chemicals, Inc.

Basic Materials
158
+ 1.49%
$281.82 - $306.1 $44.5K - $48.4K
10.8K $3.06M
HD
Home Depot, Inc.

Consumer Cyclical
930
+ 1.77%
$301.82 - $333.84 $281K - $310K
53.4K $16.1M
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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