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
KMI
Kinder Morgan, Inc.

Energy
Q4 2018 Filed on Jan 17, 2019
1,175
$14.71 - $18.57 $17.3K - $21.8K
ILCB
Ishares Morningstar U.S. Equit

ETFs
Q4 2018 Filed on Jan 17, 2019
100
N/A
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
40
$63.82 - $78.39 $2.55K - $3.14K
HPQ
Hp Inc

Technology
Q4 2018 Filed on Jan 17, 2019
764
$19.38 - $26.42 $14.8K - $20.2K
BAX
Baxter International Inc

Healthcare
Q4 2018 Filed on Jan 17, 2019
100
$61.45 - $77.8 $6.15K - $7.78K
UPS
United Parcel Service Inc

Industrials
Q4 2018 Filed on Jan 17, 2019
260
$89.89 - $118.78 $23.4K - $30.9K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q4 2018 Filed on Jan 17, 2019
1,624
N/A
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q4 2018 Filed on Jan 17, 2019
1,182
N/A
BBU
Brookfield Business Partners L.P.

Industrials
Q4 2018 Filed on Jan 17, 2019
30
$19.51 - $29.36 $585 - $881
BXP
Boston Properties Inc

Real Estate
Q4 2018 Filed on Jan 17, 2019
250
$109.09 - $132.48 $27.3K - $33.1K
EMR
Emerson Electric CO

Industrials
Q4 2018 Filed on Jan 17, 2019
1,188
$55.49 - $78.52 $65.9K - $93.3K
VRSN
Verisign Inc

Technology
Q4 2018 Filed on Jan 17, 2019
576
$133.91 - $165.02 $77.1K - $95.1K
Ishares Gold Trust
Q4 2018 Filed on Jan 17, 2019
1,864
N/A
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q4 2018 Filed on Jan 17, 2019
511
N/A
VGSH
Vanguard

ETFs
Q4 2018 Filed on Jan 17, 2019
695
N/A
SCHO
Schwab Short Term Us Treasury

ETFs
Q4 2018 Filed on Jan 17, 2019
473
N/A
FDT
First Trust Developed Markets

ETFs
Q4 2018 Filed on Jan 17, 2019
1,110
$47.63 - $59.64 $52.9K - $66.2K
Mbt Finl Corp
Q4 2018 Filed on Jan 17, 2019
1,800
N/A
TEL
Te Connectivity Ltd.

Technology
Q4 2018 Filed on Jan 17, 2019
228
$70.72 - $86.91 $16.1K - $19.8K
YELP
Yelp Inc

Communication Services
Q4 2018 Filed on Jan 17, 2019
100
$30.67 - $48.43 $3.07K - $4.84K
VTWG
Vanguard Russell 2000 Growth E

ETFs
Q4 2018 Filed on Jan 17, 2019
50
N/A
EBAY
Ebay Inc

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
500
$26.14 - $33.28 $13.1K - $16.6K
Southcross Energy Partners L
Q4 2018 Filed on Jan 17, 2019
1,000
N/A
SLY
Spdr S&P 600 Small Cap ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
413
N/A
EXC
Exelon Corp

Utilities
Q4 2018 Filed on Jan 17, 2019
50
$30.48 - $33.57 $1.52K - $1.68K
PHI
Pldt Inc.

Communication Services
Q4 2018 Filed on Jan 17, 2019
50
$20.72 - $26.52 $1.04K - $1.33K
FV
First Trust Dorsey Wright Focu

ETFs
Q4 2018 Filed on Jan 17, 2019
1,526
N/A
UVE
Universal Insurance Holdings, Inc.

Financial Services
Q4 2018 Filed on Jan 17, 2019
100
$36.03 - $48.43 $3.6K - $4.84K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q4 2018 Filed on Jan 17, 2019
423
N/A
AFL
Aflac Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
366
$41.7 - $47.41 $15.3K - $17.4K
Dowdupont Inc
Q4 2018 Filed on Jan 17, 2019
1,024
N/A
Direxion Shs ETF Tr
Q4 2018 Filed on Jan 17, 2019
12
N/A
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q4 2018 Filed on Jan 17, 2019
1,500
$5.51 - $6.35 $8.27K - $9.53K
Varian Med Sys Inc
Q4 2018 Filed on Jan 17, 2019
238
N/A
ALL
Allstate Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
20
$77.27 - $100.46 $1.55K - $2.01K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
12
$24.54 - $32.74 $294 - $393
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q4 2018 Filed on Jan 17, 2019
488
N/A
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
253
N/A
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
Q4 2018 Filed on Jan 17, 2019
168
$12.4 - $16.14 $2.08K - $2.71K
Fiat Chrysler Automobiles N
Q4 2018 Filed on Jan 17, 2019
3,827
N/A
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
Q4 2018 Filed on Jan 17, 2019
11
N/A
KEY
Keycorp

Financial Services
Q4 2018 Filed on Jan 17, 2019
500
$13.82 - $20.52 $6.91K - $10.3K
IGT
International Game Technology PLC

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
18
$13.64 - $19.64 $246 - $354
VTR
Ventas, Inc.

Real Estate
Q4 2018 Filed on Jan 17, 2019
100
$52.86 - $65.47 $5.29K - $6.55K
EXD
Eaton Vance Tax Managed Buy Write Strategy Fund

Financial Services
Q4 2018 Filed on Jan 17, 2019
2,500
$8.29 - $9.05 $20.7K - $22.6K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q4 2018 Filed on Jan 17, 2019
836
N/A
NSA
National Storage Affiliates Trust

Real Estate
Q4 2018 Filed on Jan 17, 2019
500
$24.62 - $29.63 $12.3K - $14.8K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2018 Filed on Jan 17, 2019
175
N/A
Shire PLC
Q4 2018 Filed on Jan 17, 2019
15
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