Polaris Wealth Advisers

Latest statistics and disclosures from Polaris Wealth Advisory Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BKLN, HYG, AAPL, CWB, LQD, and represent 16.41% of Polaris Wealth Advisory Group's stock portfolio.
  • Added to shares of these 10 stocks: HYG (+$38M), LQD (+$38M), DD (+$28M), XOM (+$25M), TPR (+$25M), MSCI (+$24M), MDT (+$23M), SPG (+$22M), ROK (+$21M), BA (+$20M).
  • Started 61 new stock positions in RCD, WBA, HPE, BIDU, ALLY, SOXL, XLF, ATVI, F, PSX.
  • Reduced shares in these 10 stocks: IEI (-$55M), IEF (-$45M), CTAS (-$21M), AVGO (-$21M), INFO (-$18M), PFE (-$18M), SBUX (-$18M), ACN (-$17M), MAR (-$17M), MA (-$16M).
  • Sold out of its positions in BABA, AMGN, AMRS, BBY, BMRN, BMY, AVGO, CNA, CVS, CMG.
  • Polaris Wealth Advisory Group was a net buyer of stock by $168M.
  • Polaris Wealth Advisory Group has $1.3B in assets under management (AUM), dropping by 25.92%.

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Portfolio Holdings for Polaris Wealth Advisory Group

Companies in the Polaris Wealth Advisory Group portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 3.7 $49M +6% 2.2M 22.45
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.6 $49M +349% 557k 87.37
Apple (AAPL) 3.2 $43M +4% 324k 132.05
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 3.1 $41M -12% 479k 86.37
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.8 $38M +16009% 279k 135.76
Capital One Financial (COF) 2.5 $33M -3% 299k 110.56
Ishares Tr Core S&p Scp Etf (IJR) 2.3 $31M +151% 315k 97.72
Target Corporation (TGT) 2.3 $31M 158k 193.60
Dupont De Nemours (DD) 2.1 $28M NEW 338k 81.79
Wal-Mart Stores (WMT) 2.0 $27M +8% 181k 146.63
Viacomcbs CL B (VIAC) 2.0 $27M -7% 661k 40.06
Exxon Mobil Corporation (XOM) 1.9 $25M NEW 555k 45.46
Tapestry (TPR) 1.9 $25M NEW 728k 34.23
Lam Research Corporation (LRCX) 1.9 $25M -19% 49k 501.63

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Msci (MSCI) 1.8 $24M NEW 53k 452.67
Johnson Ctls Intl SHS (JCI) 1.8 $24M 468k 51.30
Medtronic SHS (MDT) 1.7 $23M NEW 188k 119.71
Simon Property (SPG) 1.6 $22M NEW 255k 86.49
Boeing Company (BA) 1.6 $22M +1112% 104k 209.90
Microsoft Corporation (MSFT) 1.6 $21M +278% 95k 219.62
Rockwell Automation (ROK) 1.5 $21M NEW 79k 261.81
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $20M -32% 83k 244.19
Ishares Tr S&p 500 Val Etf (IVE) 1.5 $20M -11% 151k 131.22
Pvh Corporation (PVH) 1.5 $20M NEW 189k 103.97
Ishares Tr Msci Emg Mkt Etf (EEM) 1.4 $19M -8% 352k 54.71
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.4 $19M -12% 309k 60.93
Regions Financial Corporation (RF) 1.4 $18M NEW 1.0M 17.57
Synchrony Financial (SYF) 1.3 $18M NEW 494k 36.58
Wells Fargo & Company (WFC) 1.3 $18M NEW 541k 33.19
Omni (OMC) 1.3 $17M NEW 274k 63.59
Paychex (PAYX) 1.3 $17M 183k 92.02
Westrock (WRK) 1.3 $17M -10% 371k 45.23
Yum! Brands (YUM) 1.2 $17M +2% 155k 107.15
American Intl Group Com New (AIG) 1.2 $17M NEW 408k 40.62
Delta Air Lines Inc Del Com New (DAL) 1.2 $16M -44% 407k 40.02
Ford Motor Company (F) 1.2 $16M NEW 1.8M 9.00
At&t (T) 1.2 $16M +3912% 534k 29.02
Ally Financial (ALLY) 1.0 $13M NEW 355k 37.37
Schlumberger (SLB) 1.0 $13M NEW 530k 24.84
Ishares Tr Rus Mdcp Val Etf (IWS) 1.0 $13M +25% 128k 100.13
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.9 $13M -2% 178k 70.63
Ishares Tr Pfd And Incm Sec (PFF) 0.9 $12M NEW 325k 37.97
Phillips 66 (PSX) 0.8 $11M NEW 154k 70.71
Caterpillar (CAT) 0.8 $11M NEW 54k 194.27
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.8 $10M +8% 277k 36.97
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 0.7 $9.6M NEW 42k 230.34
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.7 $9.3M -26% 93k 99.73
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.7 $9.2M NEW 298k 30.92
Invesco Exchange Traded Fd T S&p500 Eql Dis (RCD) 0.7 $8.8M NEW 70k 126.53
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $8.7M NEW 74k 117.39
Ishares Tr China Lg-cap Etf (FXI) 0.6 $8.5M NEW 177k 48.32
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $8.2M NEW 72k 114.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $8.0M +880% 25k 319.01
Amazon (AMZN) 0.6 $8.0M +16% 2.5k 3182.87
Applied Materials (AMAT) 0.6 $7.7M NEW 80k 95.55
Ishares Tr Tips Bd Etf (TIP) 0.6 $7.6M -33% 60k 126.79
General Electric Company (GE) 0.6 $7.5M +5068% 658k 11.34
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $7.4M +418% 115k 64.75
Discover Financial Services (DFS) 0.6 $7.4M -6% 76k 97.11
AES Corporation (AES) 0.5 $7.3M 288k 25.42
Kohl's Corporation (KSS) 0.5 $7.1M NEW 172k 41.61
Baidu Spon Adr Rep A (BIDU) 0.5 $6.8M NEW 28k 240.26
General Motors Company (GM) 0.5 $6.6M -7% 153k 43.06
Yeti Hldgs (YETI) 0.5 $6.3M NEW 85k 73.48
MKS Instruments (MKSI) 0.5 $6.3M -10% 38k 164.96
Anthem (ANTM) 0.5 $6.2M +13% 18k 337.06
Paypal Holdings (PYPL) 0.5 $6.2M +26% 26k 242.48
Alphabet Cap Stk Cl A (GOOGL) 0.5 $6.1M +15% 3.4k 1797.95
Jabil Circuit (JBL) 0.5 $6.1M 137k 44.46
Snap-on Incorporated (SNA) 0.4 $6.0M 35k 172.89
Thermo Fisher Scientific (TMO) 0.4 $5.9M -13% 12k 512.34
Advanced Micro Devices (AMD) 0.4 $5.9M +20% 62k 94.57
Avantor (AVTR) 0.4 $5.7M +14% 197k 29.01
Lululemon Athletica (LULU) 0.4 $5.6M +24% 15k 365.44
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $5.5M +8% 46k 118.69
NVIDIA Corporation (NVDA) 0.4 $5.3M -70% 10k 531.05
CSX Corporation (CSX) 0.4 $5.3M +20% 55k 95.84
Sony Corp Sponsored Adr (SNE) 0.4 $5.2M +25% 50k 103.99
Nxp Semiconductors N V (NXPI) 0.4 $5.1M +22% 29k 175.02
BP Sponsored Adr (BP) 0.4 $5.0M NEW 207k 24.40
Topbuild (BLD) 0.4 $5.0M NEW 27k 185.30
Tesla Motors (TSLA) 0.4 $4.9M +2% 5.5k 880.01
Under Armour Cl A (UAA) 0.4 $4.7M NEW 268k 17.70
Royal Dutch Shell Spons Adr A (RDS.A) 0.4 $4.7M NEW 118k 40.24
Southwest Airlines (LUV) 0.3 $4.6M NEW 98k 46.98
Zoetis Cl A (ZTS) 0.3 $4.3M NEW 26k 168.13
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $3.7M +20% 15k 240.92
Facebook Cl A (FB) 0.3 $3.6M +4% 14k 267.55
Ishares Core Msci Emkt (IEMG) 0.2 $3.0M NEW 46k 65.54
Ishares Tr Eafe Value Etf (EFV) 0.2 $2.9M NEW 60k 49.46
Ishares Tr Core Msci Eafe (IEFA) 0.2 $2.9M NEW 41k 71.75
Automatic Data Processing (ADP) 0.2 $2.1M 13k 171.03
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $2.1M 40k 53.05
Cooper Cos Com New (COO) 0.2 $2.1M 5.8k 363.17
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $1.6M -3% 25k 65.66
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.5M 828.00 1806.76
JPMorgan Chase & Co. (JPM) 0.1 $1.5M +48% 11k 136.00
S&p Global (SPGI) 0.1 $1.4M 4.3k 326.87
Freeport-mcmoran CL B (FCX) 0.1 $1.4M NEW 44k 31.13
Home Depot (HD) 0.1 $1.3M -19% 4.9k 269.05
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $1.2M 13k 93.45
Starbucks Corporation (SBUX) 0.1 $1.2M -93% 11k 105.69
Nio Spon Ads (NIO) 0.1 $1.1M 20k 58.92
Visa Com Cl A (V) 0.1 $977k -10% 4.5k 215.44
Walt Disney Company (DIS) 0.1 $969k 5.4k 178.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $858k 2.3k 381.16
Penumbra (PEN) 0.1 $765k -20% 3.9k 197.78
Nike CL B (NKE) 0.1 $720k +151% 4.9k 146.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $690k 2.9k 234.06
Qualcomm (QCOM) 0.0 $639k +66% 4.1k 156.65
UnitedHealth (UNH) 0.0 $626k NEW 1.7k 363.53
Oracle Corporation (ORCL) 0.0 $554k NEW 8.7k 63.40
Accenture Plc Ireland Shs Class A (ACN) 0.0 $551k -96% 2.1k 264.14
Johnson & Johnson (JNJ) 0.0 $547k +3% 3.4k 160.04
Qorvo (QRVO) 0.0 $540k +37% 3.0k 179.28
Netflix (NFLX) 0.0 $532k -87% 1.0k 510.69
Barrick Gold Corp (GOLD) 0.0 $525k NEW 22k 23.97
Teradyne (TER) 0.0 $521k NEW 3.9k 132.10
Verizon Communications (VZ) 0.0 $520k 9.0k 57.82
Activision Blizzard (ATVI) 0.0 $516k NEW 5.7k 91.28
Take-Two Interactive Software (TTWO) 0.0 $512k +22% 2.4k 210.35
Stryker Corporation (SYK) 0.0 $508k NEW 2.1k 243.65
Costco Wholesale Corporation (COST) 0.0 $502k +15% 1.4k 369.93
Walgreen Boots Alliance (WBA) 0.0 $499k NEW 11k 45.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $494k 2.5k 199.19
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $485k 1.4k 352.73
Adobe Systems Incorporated (ADBE) 0.0 $481k -36% 991.00 485.37
Lyft Cl A Com (LYFT) 0.0 $478k NEW 10k 47.53
Papa John's Int'l (PZZA) 0.0 $476k NEW 5.1k 93.55
Intuitive Surgical Com New (ISRG) 0.0 $470k +47% 574.00 818.82
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $467k NEW 2.8k 167.80
Hewlett Packard Enterprise (HPE) 0.0 $464k NEW 39k 11.88
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $449k NEW 4.9k 91.69
Live Nation Entertainment (LYV) 0.0 $443k NEW 6.0k 73.49
Charles Schwab Corporation (SCHW) 0.0 $442k NEW 7.5k 59.03
Mastercard Incorporated Cl A (MA) 0.0 $441k -97% 1.2k 353.65
Raytheon Technologies Corp (RTX) 0.0 $432k -92% 6.2k 69.91
Draftkings Com Cl A (DKNG) 0.0 $427k NEW 8.2k 52.01
McDonald's Corporation (MCD) 0.0 $425k 2.0k 215.74
Broadridge Financial Solutions (BR) 0.0 $423k 2.7k 156.26
Cambria Etf Tr Trinity (TRTY) 0.0 $384k 15k 25.14
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $383k -96% 3.3k 117.09
Cisco Systems (CSCO) 0.0 $375k -22% 8.3k 45.11
Spdr Gold Tr Gold Shs (GLD) 0.0 $371k NEW 2.1k 173.36
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) 0.0 $371k NEW 691.00 536.90
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $361k +126% 4.9k 73.08
Pfizer (PFE) 0.0 $332k -98% 8.9k 37.10
Chevron Corporation (CVX) 0.0 $326k -57% 3.6k 91.09
Procter & Gamble Company (PG) 0.0 $318k +6% 2.3k 138.80
Polaris Industries (PII) 0.0 $315k 3.0k 105.00
salesforce (CRM) 0.0 $307k 1.4k 222.14
Cintas Corporation (CTAS) 0.0 $296k -98% 845.00 350.30
Ishares Tr Modert Alloc Etf (AOM) 0.0 $296k +25% 6.8k 43.48
Proshares Tr Ii Ultra Silver New (AGQ) 0.0 $294k 6.4k 46.08
Abbvie (ABBV) 0.0 $292k -14% 2.7k 107.20
Dex (DXCM) 0.0 $288k -7% 741.00 388.66
Edwards Lifesciences (EW) 0.0 $283k -18% 3.1k 90.71
Lockheed Martin Corporation (LMT) 0.0 $271k -97% 807.00 335.81
Coca-Cola Company (KO) 0.0 $261k -49% 5.1k 51.14
Skyworks Solutions (SWKS) 0.0 $244k -95% 1.5k 163.43
Exelixis (EXEL) 0.0 $228k 10k 22.80
Halliburton Company (HAL) 0.0 $227k 11k 20.09
J.B. Hunt Transport Services (JBHT) 0.0 $224k NEW 1.5k 149.33
Spdr Ser Tr Spdr Bloomberg (BIL) 0.0 $216k -38% 2.4k 91.68
Cdk Global Inc equities (CDK) 0.0 $214k NEW 4.1k 52.71
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $214k 2.6k 83.17
Pepsi (PEP) 0.0 $213k 1.5k 143.92
Blackstone Group Com Cl A (BX) 0.0 $207k NEW 3.3k 62.84
Bank of Marin Ban (BMRC) 0.0 $200k NEW 5.4k 37.04
Huntington Bancshares Incorporated (HBAN) 0.0 $200k 14k 14.46
Kirkland Lake Gold Call Option (KL) 0.0 $182k +63% 13k 13.66
Yamana Gold (AUY) 0.0 $126k +49% 23k 5.53
Amarin Corp Spons Adr New Call Option (AMRN) 0.0 $0 NEW 11k 0.00

Past Filings by Polaris Wealth Advisory Group

SEC 13F filings are viewable for Polaris Wealth Advisory Group going back to 2013

View all past filings