Polaris Wealth Advisers

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

  • Top 5 stock holdings are IEI, BKLN, IEF, CWB, AAPL, and represent 20.60% of Polaris Wealth Advisory Group's stock portfolio.
  • Added to shares of these 10 stocks: IEF (+$45M), IEI (+$41M), COF (+$24M), DAL (+$23M), AAPL (+$22M), LRCX (+$21M), NVDA (+$18M), MAR (+$17M), THO (+$16M), WRK (+$15M).
  • Started 40 new stock positions in MKSI, PAYX, QCOM, AES, NIO, ZS, IEF, TRTY, BBY, TTWO.
  • Reduced shares in these 10 stocks: IGIB (-$56M), LQD (-$56M), NKE (-$30M), MSFT (-$26M), CLX (-$26M), , AMAT (-$25M), , , .
  • Sold out of its positions in ATVI, AAL, AXP, AMAT, C, CLX, DTE, DOCU, XOM, F.
  • Polaris Wealth Advisory Group was a net seller of stock by $-273M.
  • Polaris Wealth Advisory Group has $1.1B in assets under management (AUM), dropping by -15.89%.

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Portfolio Holdings for Polaris Wealth Advisory Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 3 7 Yr Treas Bd (IEI) 5.2 $55M +298% 414k 133.15
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 4.2 $45M -14% 2.1M 21.83
Ishares Tr Barclays 7 10 Yr (IEF) 4.2 $45M NEW 368k 120.92
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 3.6 $38M -35% 546k 70.00
Apple (AAPL) 3.4 $36M +150% 311k 116.50
Ishares Tr Rus 1000 Grw Etf (IWF) 2.5 $27M -4% 123k 219.44
Target Corporation (TGT) 2.4 $25M -32% 158k 161.49
Capital One Financial (COF) 2.3 $24M NEW 310k 78.04
Wal-Mart Stores (WMT) 2.2 $24M -25% 168k 141.80
Delta Air Lines Inc Del Com New (DAL) 2.2 $23M NEW 733k 32.00
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.1 $22M -26% 126k 177.04
Lam Research Corporation (LRCX) 2.0 $21M +4291% 61k 342.24
Cintas Corporation (CTAS) 1.9 $21M -34% 61k 336.40
Broadcom (AVGO) 1.9 $21M -26% 56k 366.11

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Viacomcbs CL B (VIAC) 1.9 $20M -34% 713k 28.39
Johnson Ctls Intl SHS (JCI) 1.9 $20M -29% 472k 42.15
Ishares Tr S&p 500 Val Etf (IVE) 1.8 $20M -25% 170k 114.58
NVIDIA Corporation (NVDA) 1.7 $19M +3258% 34k 545.71
Ihs Markit SHS (INFO) 1.7 $18M -30% 234k 78.59
Pfizer (PFE) 1.7 $18M -22% 499k 36.75
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.7 $18M -26% 355k 51.36
Marriott Intl Cl A (MAR) 1.6 $17M NEW 177k 96.78
Ishares Tr Msci Emg Mkt Etf (EEM) 1.6 $17M +36% 384k 44.58
Mastercard Incorporated Cl A (MA) 1.5 $16M -32% 47k 343.25
Starbucks Corporation (SBUX) 1.5 $16M -30% 181k 88.47
Thor Industries (THO) 1.5 $16M NEW 154k 103.22
Westrock (WRK) 1.4 $15M NEW 415k 36.77
Accenture Plc Ireland Shs Class A (ACN) 1.4 $15M -32% 68k 223.49
Paychex (PAYX) 1.4 $15M NEW 180k 81.45
Lockheed Martin Corporation (LMT) 1.3 $14M +4248% 37k 383.95
SYSCO Corporation (SYY) 1.3 $14M NEW 226k 63.54
Yum! Brands (YUM) 1.3 $14M -31% 151k 94.09
Ishares Tr Tips Bd Etf (TIP) 1.1 $11M -24% 90k 125.70
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.0 $11M -20% 182k 60.33
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.0 $11M -24% 124k 84.46
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $10M -25% 87k 117.52
Darden Restaurants (DRI) 0.9 $9.8M -9% 94k 103.71
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.9 $9.3M -24% 254k 36.71
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $9.2M -35% 126k 73.53
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.8 $8.8M NEW 111k 78.86
Ishares Tr Rus Mdcp Val Etf (IWS) 0.8 $8.5M -25% 102k 83.86
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.8 $8.4M -25% 131k 64.53
Ishares Msci Eurzone Etf (EZU) 0.8 $8.4M NEW 216k 38.91
Spdr Ser Tr Blomberg Intl Tr (BWX) 0.7 $7.3M +38% 246k 29.80
Amazon (AMZN) 0.6 $6.9M -10% 2.2k 3198.98
Thermo Fisher Scientific (TMO) 0.6 $6.0M -31% 13k 450.67
Dick's Sporting Goods (DKS) 0.5 $5.8M -44% 93k 62.13
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.5 $5.6M -29% 55k 101.92
AES Corporation (AES) 0.5 $5.4M NEW 288k 18.58
Snap-on Incorporated (SNA) 0.5 $5.3M NEW 35k 151.63
Ishares Tr Mbs Etf (MBB) 0.5 $5.3M -28% 48k 110.17
Microsoft Corporation (MSFT) 0.5 $5.3M -83% 25k 210.38
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $5.2M +14% 22k 233.94
Discover Financial Services (DFS) 0.5 $5.2M +75% 82k 63.17
Intel Corporation (INTC) 0.5 $5.2M +1282% 100k 51.69
General Motors Company (GM) 0.5 $5.1M NEW 166k 30.96
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $5.0M NEW 77k 64.59
Best Buy (BBY) 0.5 $4.9M NEW 42k 116.07
Jabil Circuit (JBL) 0.5 $4.8M -27% 136k 35.41
Raytheon Technologies Corp (RTX) 0.4 $4.8M +12% 80k 59.51
MKS Instruments (MKSI) 0.4 $4.7M NEW 43k 111.33
Skyworks Solutions (SWKS) 0.4 $4.6M -59% 30k 151.63
Anthem (ANTM) 0.4 $4.6M 16k 284.80
Advanced Micro Devices (AMD) 0.4 $4.4M -26% 51k 86.15
Ralph Lauren Corp Cl A (RL) 0.4 $4.4M NEW 62k 71.80
Alphabet Cap Stk Cl A (GOOGL) 0.4 $4.4M -6% 3.0k 1482.89
Netflix (NFLX) 0.4 $4.3M -13% 8.3k 520.63
CVS Caremark Corporation (CVS) 0.4 $4.3M +6% 73k 58.95
Lululemon Athletica (LULU) 0.4 $4.2M NEW 12k 337.83
Avantor (AVTR) 0.4 $4.0M NEW 172k 23.47
Planet Fitness Cl A (PLNT) 0.4 $4.0M NEW 64k 62.48
Kla Corp Com New (KLAC) 0.4 $4.0M NEW 20k 199.93
Paypal Holdings (PYPL) 0.4 $4.0M NEW 20k 196.86
Zscaler Incorporated (ZS) 0.3 $3.7M NEW 25k 145.31
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $3.6M -28% 43k 84.55
CSX Corporation (CSX) 0.3 $3.5M -11% 46k 77.73
BioMarin Pharmaceutical (BMRN) 0.3 $3.4M NEW 45k 77.00
Facebook Cl A (FB) 0.3 $3.4M +8% 13k 264.69
New Oriental Ed & Technology Spon Adr (EDU) 0.3 $3.3M NEW 22k 151.79
Nxp Semiconductors N V (NXPI) 0.3 $3.2M -13% 24k 131.99
MercadoLibre (MELI) 0.3 $3.1M NEW 2.8k 1090.62
Sony Corp Sponsored Adr (SNE) 0.3 $3.0M NEW 40k 75.07
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $2.5M +22% 13k 193.85
Tesla Motors (TSLA) 0.2 $2.3M +221% 5.4k 425.65
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.2 $2.2M NEW 52k 42.93
Ishares Msci Emerg Mrkt (EEMV) 0.2 $2.0M +31% 36k 55.72
Cooper Cos Com New (COO) 0.2 $2.0M 5.8k 342.76
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $2.0M -25% 41k 48.66
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $1.9M NEW 21k 91.38
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $1.9M NEW 28k 69.22
Automatic Data Processing (ADP) 0.2 $1.8M 13k 140.92
Home Depot (HD) 0.2 $1.7M +3% 6.1k 282.18
S&p Global (SPGI) 0.1 $1.6M -6% 4.3k 364.93
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $1.5M -47% 26k 58.64
Boeing Company (BA) 0.1 $1.5M +5% 8.6k 171.16
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.2M -3% 829.00 1486.13
Visa Com Cl A (V) 0.1 $1.0M -15% 5.1k 203.51
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $1.0M -39% 13k 81.24
Penumbra (PEN) 0.1 $925k -17% 4.9k 190.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $765k 2.3k 339.85
Adobe Systems Incorporated (ADBE) 0.1 $754k +51% 1.5k 486.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $716k -85% 2.6k 280.02
JPMorgan Chase & Co. (JPM) 0.1 $713k -96% 7.2k 99.00
Disney Walt Com Disney (DIS) 0.1 $672k -24% 5.5k 123.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $626k -6% 2.9k 212.35
Chevron Corporation (CVX) 0.1 $619k +3% 8.5k 72.65
CNA Financial Corporation (CNA) 0.1 $580k -2% 19k 30.87
Verizon Communications (VZ) 0.1 $537k -15% 9.0k 59.71
Coca-Cola Company (KO) 0.0 $502k +46% 10k 49.34
Johnson & Johnson (JNJ) 0.0 $492k -11% 3.3k 148.28
McDonald's Corporation (MCD) 0.0 $445k -16% 2.0k 226.12
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $430k 1.4k 312.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $430k -34% 2.5k 173.39
Electronic Arts (EA) 0.0 $428k -8% 3.3k 130.61
Costco Wholesale Corporation (COST) 0.0 $422k -5% 1.2k 358.23
Nio Spon Ads (NIO) 0.0 $421k NEW 20k 21.59
Cisco Systems (CSCO) 0.0 $413k -14% 11k 38.55
Kirkland Lake Gold (KL) 0.0 $399k +16% 8.2k 48.96
At&t (T) 0.0 $382k -50% 13k 28.70
Broadridge Financial Solutions (BR) 0.0 $369k 2.7k 136.31
Servicenow (NOW) 0.0 $364k NEW 726.00 501.38
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $352k -14% 1.2k 288.52
salesforce (CRM) 0.0 $348k -3% 1.4k 251.81
Spdr Ser Tr Spdr Bloomberg (BIL) 0.0 $348k -7% 3.8k 91.51
Cambria Etf Tr Trinity (TRTY) 0.0 $345k NEW 15k 22.58
Take-Two Interactive Software (TTWO) 0.0 $327k NEW 2.0k 164.90
Edwards Lifesciences (EW) 0.0 $308k 3.8k 80.21
Dex (DXCM) 0.0 $306k +8% 801.00 382.02
Polaris Industries (PII) 0.0 $306k 3.0k 102.00
Procter & Gamble Company (PG) 0.0 $300k -37% 2.2k 139.34
Qorvo (QRVO) 0.0 $297k NEW 2.2k 135.31
Qualcomm (QCOM) 0.0 $296k NEW 2.5k 120.72
Proshares Tr Ii Ultra Silver New (AGQ) 0.0 $292k -39% 6.4k 45.77
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $285k NEW 1.2k 233.80
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $283k +22% 2.2k 129.58
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $282k NEW 3.1k 92.37
Abbvie (ABBV) 0.0 $282k -50% 3.2k 88.02
Chipotle Mexican Grill (CMG) 0.0 $277k NEW 221.00 1253.39
Intuitive Surgical Com New (ISRG) 0.0 $276k NEW 390.00 707.69
Bristol Myers Squibb (BMY) 0.0 $261k 4.4k 59.25
Nike CL B (NKE) 0.0 $250k -99% 2.0k 127.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $247k -26% 5.6k 43.75
Amgen (AMGN) 0.0 $244k 955.00 255.50
Exelixis (EXEL) 0.0 $240k 10k 24.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $232k -99% 1.7k 134.18
Ishares Tr Modert Alloc Etf (AOM) 0.0 $223k -14% 5.4k 41.02
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $213k 2.6k 82.78
Pepsi (PEP) 0.0 $204k -13% 1.5k 137.84
Eli Lilly & Co. (LLY) 0.0 $202k 1.4k 146.70
Halliburton Company (HAL) 0.0 $135k -8% 11k 11.95
Huntington Bancshares Incorporated (HBAN) 0.0 $134k 14k 9.69
Yamana Gold (AUY) 0.0 $91k 15k 5.95
General Electric Company (GE) 0.0 $82k +2% 13k 6.44
Amyris Com New (AMRS) 0.0 $53k +5% 17k 3.17

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