Polaris Wealth Advisory Group, LLC Closed Holding Positions

Polaris Wealth Advisory Group, LLC

  • $1.3 Billion
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
DHI
Horton D R Inc

Consumer Cyclical
Q2 2019 Filed on Jul 25, 2019
644,455
$41.7 - $46.67 $26.9M - $30.1M
IYC
Ishares U.S. Consumer Discreti

ETFs
Q2 2019 Filed on Jul 25, 2019
67,243
N/A
OSK
Oshkosh Corp

Industrials
Q2 2019 Filed on Jul 25, 2019
247,831
$71.19 - $83.49 $17.6M - $20.7M
CBRE
Cbre Group, Inc.

Real Estate
Q2 2019 Filed on Jul 25, 2019
68,357
$45.7 - $52.17 $3.12M - $3.57M
CAG
Conagra Brands Inc.

Consumer Defensive
Q2 2019 Filed on Jul 25, 2019
58,826
$25.43 - $31.28 $1.5M - $1.84M
GPS
Gap Inc

Consumer Cyclical
Q1 2019 Filed on Apr 09, 2019
24,993
$24.52 - $29.51 $613K - $738K
ROP
Roper Technologies Inc

Industrials
Q1 2019 Filed on Apr 09, 2019
767
$258.8 - $341.97 $198K - $262K
NLY
Annaly Capital Management Inc

Real Estate
Q1 2019 Filed on Apr 09, 2019
67,997
$9.77 - $10.47 $664K - $712K
CAH
Cardinal Health Inc

Healthcare
Q1 2019 Filed on Apr 09, 2019
13,270
$44.16 - $56.79 $586K - $754K
SCI
Service Corp International

Consumer Cyclical
Q1 2019 Filed on Apr 09, 2019
313,340
$39.08 - $45.97 $12.2M - $14.4M
UHS
Universal Health Services Inc

Healthcare
Q1 2019 Filed on Apr 09, 2019
177,602
$115.98 - $140.8 $20.6M - $25M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q1 2019 Filed on Apr 09, 2019
183,308
N/A
IVV
Ishares Core S&P 500 ETF

ETFs
Q1 2019 Filed on Apr 09, 2019
26,290
$245.43 - $286.57 $6.45M - $7.53M
VHT
Vanguard Health Care ETF

ETFs
Q1 2019 Filed on Apr 09, 2019
68,914
N/A
SHW
Sherwin Williams CO

Basic Materials
Q1 2019 Filed on Apr 09, 2019
46,126
$126.8 - $146.77 $5.85M - $6.77M
Ingersoll Rand PLC
Q1 2019 Filed on Apr 09, 2019
196,053
N/A
Harris Corp Del
Q1 2019 Filed on Apr 09, 2019
24,164
N/A
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q1 2019 Filed on Apr 09, 2019
6,079
$98.04 - $99.75 $596K - $606K
IWV
Ishares Russell 3000 ETF

ETFs
Q1 2019 Filed on Apr 09, 2019
14,910
N/A
SPLK
Splunk Inc

Technology
Q4 2018 Filed on Jan 17, 2019
40
$87.87 - $117.56 $3.51K - $4.7K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Jan 17, 2019
186
N/A
ETN
Eaton Corp PLC

Industrials
Q4 2018 Filed on Jan 17, 2019
1,222
$64.86 - $87.85 $79.3K - $107K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q4 2018 Filed on Jan 17, 2019
576
N/A
LAMR
Lamar Advertising CO

Real Estate
Q4 2018 Filed on Jan 17, 2019
153
$65.06 - $80.47 $9.95K - $12.3K
Perspecta Inc
Q4 2018 Filed on Jan 17, 2019
179
N/A
Sprint Corp
Q4 2018 Filed on Jan 17, 2019
177
N/A
PEG
Public Service Enterprise Group Inc

Utilities
Q4 2018 Filed on Jan 17, 2019
277
$49.89 - $56.37 $13.8K - $15.6K
R
Ryder System Inc

Industrials
Q4 2018 Filed on Jan 17, 2019
30
$45.15 - $73.22 $1.35K - $2.2K
AA
Alcoa Corp

Basic Materials
Q4 2018 Filed on Jan 17, 2019
11
$25.15 - $43.11 $277 - $474
VCR
Vanguard Consumer Discretionar

ETFs
Q4 2018 Filed on Jan 17, 2019
564
N/A
GUT
Gabelli Utility Trust

Financial Services
Q4 2018 Filed on Jan 17, 2019
279
$5.76 - $6.51 $1.61K - $1.82K
TTC
Toro CO

Industrials
Q4 2018 Filed on Jan 17, 2019
435
$53.23 - $61.99 $23.2K - $27K
RGA
Reinsurance Group Of America Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
210
$128.18 - $150.43 $26.9K - $31.6K
PLUG
Plug Power Inc

Industrials
Q4 2018 Filed on Jan 17, 2019
22
$1.01 - $1.94 $22.2 - $42.7
VFC
V F Corp

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
914
$63.39 - $88.32 $57.9K - $80.7K
NCR
Ncr Corp

Technology
Q4 2018 Filed on Jan 17, 2019
430
$21.02 - $28.14 $9.04K - $12.1K
ASIX
Advan Six Inc.

Basic Materials
Q4 2018 Filed on Jan 17, 2019
10
$22.86 - $33.57 $229 - $336
SLV
I Shares Silver Trust

ETFs
Q4 2018 Filed on Jan 17, 2019
700
$13.15 - $14.52 $9.21K - $10.2K
FTV
Fortive Corp

Technology
Q4 2018 Filed on Jan 17, 2019
63
$53.26 - $70.65 $3.36K - $4.45K
Blackstone Group L P
Q4 2018 Filed on Jan 17, 2019
400
N/A
Td Ameritrade Hldg Corp
Q4 2018 Filed on Jan 17, 2019
1,634
N/A
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
288
N/A
VDE
Vanguard Energy ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
967
N/A
UTL
Unitil Corp

Utilities
Q4 2018 Filed on Jan 17, 2019
57
$46.69 - $52.16 $2.66K - $2.97K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
600
N/A
DVA
Davita Inc.

Healthcare
Q4 2018 Filed on Jan 17, 2019
600
$48.73 - $76.08 $29.2K - $45.6K
IDA
Idacorp Inc

Utilities
Q4 2018 Filed on Jan 17, 2019
400
$91.14 - $101.78 $36.5K - $40.7K
VFH
Vanguard Financial ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
1,363
N/A
Bb&T Corp
Q4 2018 Filed on Jan 17, 2019
100
N/A
Track This Portfolio

Track Polaris Wealth Advisory Group, LLC Portfolio

Follow Polaris Wealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Polaris Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Polaris Wealth Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email