StockDriftsStockDriftsTop 50 Polaris Wealth Advisory Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.21% | 322.9K | $55.3M | +77.28%(+140.75K) | — | 2023-09-30 | |
| IGIB | ISHARES TR | 3.2% | 863.7K | $42.0M | +30.55%(+202.10K) | — | 2023-09-30 | |
| IWF | ISHARES TR | 3.04% | 150.3K | $40.0M | -6.48%(-10.42K) | — | 2023-09-30 | |
| IVE | ISHARES TR | 2.95% | 252.3K | $38.8M | -6.03%(-16.19K) | — | 2023-09-30 | |
| MSFT | MICROSOFT CORP | 2.83% | 117.6K | $37.1M | +22.07%(+21.26K) | — | 2023-09-30 | |
| IEI | ISHARES TR | 2.41% | 280.5K | $31.7M | -1.81%(-5.18K) | — | 2023-09-30 | |
| ABBV | ABBVIE INC | 2.41% | 212.2K | $31.6M | +0.25%(+537) | — | 2023-09-30 | |
| IEF | ISHARES TR | 2.4% | 344.5K | $31.5M | +2.44%(+8.19K) | — | 2023-09-30 | |
| LQD | ISHARES TR | 2.37% | 305.3K | $31.1M | +0.60%(+1.83K) | — | 2023-09-30 | |
| JNJ | JOHNSON & JOHNSON | 2.23% | 187.8K | $29.2M | -1.80%(-3.43K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
Sign up free to track Polaris Wealth Advisory Group, Llc, compare funds side by side, and get alerts the moment positions change.