Polaris Wealth Advisory Group, LLC Incresed Positions 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
ABC
Amerisourcebergen Corp

Healthcare
72K
+ 193.67%
$172.87 - $193.41 $12.5M - $13.9M
109K $19.7M
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
NKE
Nike, Inc.

Consumer Cyclical
89.7K
+ 196.33%
$89.42 - $110.48 $8.02M - $9.91M
135K $12.9M
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
ISRG
Intuitive Surgical Inc

Healthcare
14.8K
+ 1231.2%
$284.35 - $354.93 $4.22M - $5.27M
16K $4.69M
TSLA
Tesla, Inc.

Consumer Cyclical
16.2K
+ 264.76%
$215.49 - $293.34 $3.49M - $4.76M
22.3K $5.59M
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
ABBV
Abb Vie Inc.

Healthcare
537
+ 0.25%
$133.59 - $154.65 $71.7K - $83K
212K $31.6M
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
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
55.3K
+ 11.81%
$20.93 - $21.27 $1.16M - $1.18M
524K $11M
IVW
Ishares S&P 500 Growth ETF

ETFs
19.3K
+ 14.68%
$68.05 - $72.66 $1.31M - $1.4M
151K $10.3M
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
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
CRM
Salesforce, Inc.

Technology
2.86K
+ 35.46%
$202.49 - $234.37 $580K - $671K
10.9K $2.22M
CTAS
Cintas Corp

Industrials
827
+ 49.4%
$478.87 - $523.38 $396K - $433K
2.5K $1.2M
KLAC
Kla Corp

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