Polaris Wealth Advisory Group, LLC Reduced Holdings in Q3 2023

Polaris Wealth Advisory Group, LLC

  • $1.3 Billion
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-70.6K
- 85.23%
$283.25 - $325.48 $20M - $23M
12.2K $3.67M
SCHW
Schwab Charles Corp

Financial Services
-265K
- 59.66%
$54.2 - $67.94 $14.4M - $18M
179K $9.85M
WMT
Walmart Inc.

Consumer Defensive
-87.5K
- 37.13%
$153.49 - $165.25 $13.4M - $14.5M
148K $23.7M
MS
Morgan Stanley

Financial Services
-135K
- 76.32%
$81.65 - $94.67 $11M - $12.7M
41.8K $3.41M
AVGO
Broadcom Inc.

Technology
-10.4K
- 33.07%
$808.36 - $922.89 $8.41M - $9.6M
21K $17.5M
TGT
Target Corp

Consumer Defensive
-37.9K
- 25.8%
$109.48 - $136.47 $4.15M - $5.18M
109K $12.1M
CMCSA
Comcast Corp

Communication Services
-181K
- 45.94%
$41.21 - $47.12 $7.47M - $8.54M
213K $9.46M
PG
Procter & Gamble CO

Consumer Defensive
-35.6K
- 20.58%
$145.86 - $157.09 $5.19M - $5.59M
137K $20M
IVE
Ishares S&P 500 Value ETF

ETFs
-16.2K
- 6.03%
$153.33 - $166.75 $2.48M - $2.7M
252K $38.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-10.4K
- 6.48%
$263.8 - $285.38 $2.75M - $2.97M
150K $40M
ACN
Accenture PLC

Technology
-12.7K
- 49.68%
$300.77 - $328.2 $3.81M - $4.15M
12.8K $3.94M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-31.2K
- 47.02%
$84.29 - $105.57 $2.63M - $3.3M
35.2K $3.06M
LMT
Lockheed Martin Corp

Industrials
-1.74K
- 3.71%
$408.72 - $469.97 $711K - $818K
45.1K $18.4M
JNJ
Johnson & Johnson

Healthcare
-3.43K
- 1.8%
$155.75 - $174.48 $535K - $599K
188K $29.2M
AWK
American Water Works Company, Inc.

Utilities
-4.16K
- 4.44%
$123.58 - $148.82 $515K - $620K
89.5K $11.1M
ABT
Abbott Laboratories

Healthcare
-7.34K
- 6.08%
$95.53 - $114.62 $701K - $841K
113K $11M
VEA
Vanguard Ftse Developed Market

ETFs
-11.5K
- 2.25%
$43.5 - $47.63 $502K - $550K
501K $21.9M
MRK
Merck & Co., Inc.

Healthcare
-1.91K
- 1.59%
$102.95 - $114.33 $197K - $219K
118K $12.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
-14.6K
- 4.79%
$56.93 - $59.05 $831K - $862K
290K $16.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-7.67K
- 9.87%
$125.98 - $144.85 $966K - $1.11M
70.1K $8.91M
MCD
Mcdonalds Corp

Consumer Cyclical
-177
- 0.54%
$263.44 - $297.13 $46.6K - $52.6K
32.4K $8.55M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-5.18K
- 1.81%
$112.76 - $116.14 $584K - $601K
280K $31.7M
CL
Colgate Palmolive CO

Consumer Defensive
-5.75K
- 4.99%
$71.05 - $77.96 $408K - $448K
110K $7.79M
QCOM
Qualcomm Inc

Technology
-2.87K
- 4.11%
$106.14 - $132.17 $305K - $380K
67.1K $7.45M
DEO
Diageo PLC

Consumer Defensive
-1.76K
- 8.58%
$148.63 - $179.68 $261K - $316K
18.7K $2.79M
ZTS
Zoetis Inc.

Healthcare
-4.31K
- 42.8%
$167.14 - $192.77 $721K - $832K
5.77K $1M
EEM
Ishares Msci Emerging Markets

ETFs
-10.4K
- 5.25%
$37.76 - $41.95 $392K - $435K
187K $7.1M
HMC
Honda Motor CO LTD

Consumer Cyclical
-43.9K
- 18.9%
$29.85 - $36.67 $1.31M - $1.61M
188K $6.34M
DOW
Dow Inc.

Basic Materials
-7.65K
- 5.87%
$50.25 - $56.47 $384K - $432K
123K $6.32M
VBK
Vanguard Small Cap Growth ETF

ETFs
-774
- 3.6%
$210.59 - $239.48 $163K - $185K
20.7K $4.43M
DIS
Walt Disney CO

Communication Services
-4.81K
- 51.44%
$79.9 - $91.76 $384K - $442K
4.54K $368K
CDNS
Cadence Design Systems Inc

Technology
-1.98K
- 50.55%
$220.31 - $246.7 $437K - $489K
1.94K $454K
IGOV
Ishares 1 3 International Trea

ETFs
-5.73K
- 8.22%
$36.98 - $40.71 $212K - $233K
63.9K $2.38M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.21K
- 4.02%
$157.33 - $174.39 $191K - $211K
28.9K $4.62M
ADBE
Adobe Inc.

Technology
-851
- 21.47%
$481.29 - $564.88 $410K - $481K
3.11K $1.59M
EWJ
Ishares Msci Japan ETF

ETFs
-4.51K
- 10.16%
$59.17 - $63.7 $267K - $287K
39.8K $2.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-9
- 0.13%
$908.86 - $969.23 $8.18K - $8.72K
7.08K $6.44M
HAL
Halliburton CO

Energy
-11.2K
- 48.64%
$33.01 - $42.64 $369K - $476K
11.8K $477K
AOA
Ishares Tr Core Aggressive All

ETFs
-1.95K
- 7.55%
$63.24 - $67.72 $123K - $132K
23.8K $1.51M
EWP
Ishares Inc Msci Spain ETF

ETFs
-1.94K
- 4.84%
$27.13 - $29.75 $52.7K - $57.8K
38.2K $1.05M
EWQ
Ishares Msci France ETF

ETFs
-1.1K
- 4.6%
$35.12 - $39.57 $38.5K - $43.4K
22.8K $809K
TJX
Tjx Companies Inc

Consumer Cyclical
-6.39K
- 5.64%
$82.7 - $93.59 $529K - $598K
107K $9.5M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-2.31K
- 5.22%
$31.31 - $33.58 $72.2K - $77.4K
41.9K $1.32M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-977
- 5.72%
$49.68 - $54.23 $48.5K - $53K
16.1K $802K
EWI
Ishares Inc Msci Italy ETF

ETFs
-1.42K
- 5.41%
$30.11 - $33.5 $42.6K - $47.4K
24.8K $753K
VB
Vanguard Small Cap ETF

ETFs
-317
- 16.73%
$186.24 - $208.75 $59K - $66.2K
1.58K $298K
LLY
Eli Lilly & CO

Healthcare
-3.77K
- 13.15%
$434.7 - $599.3 $1.64M - $2.26M
24.9K $13.4M
EWH
Ishares Msci Hong Kong ETF

ETFs
-1.02K
- 5.64%
$16.9 - $20.01 $17.2K - $20.4K
17K $291K
EWO
Ishares Inc Msci Austria ETF

ETFs
-1.49K
- 5.22%
$19.28 - $21.16 $28.7K - $31.5K
27K $531K
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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