Polaris Wealth Advisory Group, LLC has filed its 13F form on October 11, 2023 for Q3 2023 where it was disclosed a total value porftolio of $1.3 Billion distributed in 169 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $55.3M, Ishares Trust Ishares 5 10 Yea with a value of $42M, Ishares Russell 1000 Gr ETF with a value of $40M, Ishares S&P 500 Value ETF with a value of $38.8M, and Microsoft Corp with a value of $37.1M.
Examining the 13F form we can see an increase of $6.57M in the current position value, from $1.3B to 1.3B.
Below you can find more details about Polaris Wealth Advisory Group, LLC portfolio as well as his latest detailed transactions.