Polaris Wealth Advisory Group, LLC New Holdings in Q3 2023

Polaris Wealth Advisory Group, LLC

  • $1.3 Billion
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
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
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
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
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
113K
New
$39.27 - $43.12 $4.45M - $4.89M
113K $4.47M
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
SAN
Banco Santander, S.A.

Financial Services
861K
New
$3.53 - $4.06 $3.04M - $3.5M
861K $3.24M
ADP
Automatic Data Processing Inc

Industrials
10.8K
New
$218.73 - $255.75 $2.36M - $2.77M
10.8K $2.6M
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
DXCM
Dexcom Inc

Healthcare
11.7K
New
$86.06 - $137.93 $1.01M - $1.62M
11.7K $1.09M
PEN
Penumbra Inc

Healthcare
4.11K
New
$240.69 - $338.77 $989K - $1.39M
4.11K $993K
UTHR
United Therapeutics Corp

Healthcare
2.33K
New
$211.82 - $248.24 $494K - $579K
2.33K $526K
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
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
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
13.2K
New
$4.85 - $9.02 $63.8K - $119K
13.2K $65K
Nextplay Technologies Inc
96K
New
N/A
96K $0
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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