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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Polaris Wealth Advisory Group, Llc reports $1.31B in US-listed equity holdings across 169 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.2%), IGIB (3.2%) and IWF (3.0%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Polaris Wealth Advisory Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1582968). View Polaris Wealth Advisory Group, Llc’s 13F filings on SEC