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
AMD
Advanced Micro Devices Inc

Technology
2.58K
+ 6.25%
$95.96 - $118.32 $247K - $305K
43.8K $4.51M
ELV
Elevance Health, Inc.

Healthcare
429
+ 0.73%
$414.13 - $475.93 $178K - $204K
59.2K $25.8M
WFC
Wells Fargo & Company

Financial Services
2.15K
+ 0.66%
$40.43 - $47.13 $86.8K - $101K
330K $13.5M
SBUX
Starbucks Corp

Consumer Cyclical
1.54K
+ 1.83%
$91.08 - $102.92 $140K - $158K
85.7K $7.82M
LOW
Lowes Companies Inc

Consumer Cyclical
330
+ 0.9%
$206.96 - $235.09 $68.3K - $77.6K
36.9K $7.66M
IEF
Ishares Barclays

ETFs
8.19K
+ 2.44%
$91.32 - $97.13 $748K - $796K
344K $31.5M
HON
Honeywell International Inc

Industrials
197
+ 0.43%
$184.12 - $209.68 $36.3K - $41.3K
45.6K $8.43M
ASML
Asml Holding Nv

Technology
552
+ 5.67%
$572.71 - $757.03 $316K - $418K
10.3K $6.06M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.83K
+ 0.6%
$102.02 - $108.51 $187K - $199K
305K $31.1M
NEE
Nextera Energy Inc

Utilities
22.1K
+ 4.99%
$57.08 - $75.9 $1.26M - $1.67M
464K $26.6M
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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