Polaris Wealth Advisers

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

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Positions held by Polaris Wealth Advisers consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Polaris Wealth Advisory Group

Polaris Wealth Advisory Group holds 159 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.2 $62M -3% 441k 140.42
Target Corporation (TGT) 3.3 $39M +32% 255k 153.10
CVS Caremark Corporation (CVS) 3.1 $37M 418k 88.25
Abbvie (ABBV) 3.0 $36M 261k 138.31
Wal-Mart Stores (WMT) 2.9 $35M 269k 129.32
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 2.7 $32M -19% 1.6M 20.52
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.6 $32M -16% 278k 113.50
Lowe's Companies (LOW) 2.6 $31M 159k 194.90
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.5 $30M NEW 633k 47.92
Microsoft Corporation (MSFT) 2.5 $30M 132k 229.25
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.5 $30M NEW 423k 71.24
Lam Research Corporation (LRCX) 2.3 $27M +48% 77k 350.72
Morgan Stanley Com New (MS) 2.2 $26M -3% 332k 78.41
Lockheed Martin Corporation (LMT) 2.2 $26M -2% 63k 409.98

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Ishares Tr S&p 500 Val Etf (IVE) 2.1 $26M -2% 196k 130.56
Ishares Tr Rus 1000 Grw Etf (IWF) 2.1 $25M +88% 119k 210.71
Charles Schwab Corporation (SCHW) 2.0 $24M -2% 332k 73.56
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.0 $24M 541k 44.68
Anthem (ELV) 1.9 $23M +94% 49k 467.15
Deere & Company (DE) 1.8 $21M -20% 60k 359.68
Comcast Corp Cl A (CMCSA) 1.8 $21M -30% 722k 29.13
Exxon Mobil Corporation (XOM) 1.7 $20M +3880% 205k 98.84
C H Robinson Worldwide Com New (CHRW) 1.6 $20M -45% 208k 94.14
JPMorgan Chase & Co. (JPM) 1.6 $19M -41% 179k 104.99
Qualcomm (QCOM) 1.5 $18M NEW 156k 114.60
Procter & Gamble Company (PG) 1.5 $18M +4808% 142k 123.76
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.5 $17M NEW 302k 57.83
W.R. Berkley Corporation (WRB) 1.2 $14M NEW 212k 67.59
Paypal Holdings (PYPL) 1.2 $14M +565% 167k 84.52
Raytheon Technologies Corp (RTX) 1.1 $14M +2661% 164k 84.16
Archer Daniels Midland Company (ADM) 1.1 $14M NEW 156k 86.61
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 1.1 $13M NEW 185k 71.84
American Water Works (AWK) 1.1 $13M NEW 104k 127.44
Metropcs Communications (TMUS) 1.1 $13M NEW 94k 137.73
Ishares Tr Msci Usa Min Vol (USMV) 1.1 $13M 192k 66.26
Ecolab (ECL) 1.0 $12M NEW 85k 141.49
Dollar General (DG) 1.0 $12M NEW 50k 239.60
American Tower Reit (AMT) 0.9 $11M NEW 59k 189.57
BlackRock (BLK) 0.9 $11M +5% 20k 545.53
Meta Platforms Cl A (META) 0.8 $9.9M +57% 74k 133.79
Merck & Co (MRK) 0.8 $9.7M -17% 107k 90.48
UnitedHealth (UNH) 0.8 $9.5M 19k 498.89
Pfizer (PFE) 0.8 $9.1M 219k 41.75
Alphabet Cap Stk Cl A (GOOGL) 0.7 $9.0M +2023% 92k 97.86
Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $8.9M -3% 91k 97.71
Home Depot (HD) 0.7 $8.3M -3% 29k 282.47
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.7 $7.9M NEW 178k 44.60
Tesla Motors (TSLA) 0.6 $7.6M +363% 34k 222.97
Palo Alto Networks (PANW) 0.6 $7.3M NEW 45k 163.13
Caterpillar (CAT) 0.6 $7.3M +851% 41k 178.66
Coca-Cola Company (KO) 0.6 $7.3M +61% 133k 54.39
Lululemon Athletica (LULU) 0.6 $7.2M +952% 25k 289.85
Nike CL B (NKE) 0.6 $7.1M NEW 82k 86.68
Progressive Corporation (PGR) 0.6 $6.8M -15% 55k 123.72
Bj's Wholesale Club Holdings (BJ) 0.6 $6.7M NEW 96k 69.73
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $6.5M NEW 113k 57.79
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $6.4M -3% 71k 89.45
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $6.4M -53% 56k 113.29
O'reilly Automotive (ORLY) 0.5 $6.4M -10% 8.8k 724.57
Leidos Holdings (LDOS) 0.5 $6.2M NEW 68k 91.89
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $6.2M 51k 121.85
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $6.2M 77k 79.58
AmerisourceBergen (ABC) 0.5 $6.1M +10% 44k 137.62
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $6.0M 170k 35.15
Novo-nordisk A S Adr (NVO) 0.5 $5.7M NEW 55k 103.86
Dominion Resources (D) 0.5 $5.5M -80% 86k 64.50
Sap Se Spon Adr (SAP) 0.4 $5.2M NEW 62k 84.05
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $4.7M NEW 69k 67.45
Nextera Energy (NEE) 0.4 $4.7M NEW 61k 76.73
Asml Holding N V N Y Registry Shs (ASML) 0.4 $4.6M 11k 421.90
Automatic Data Processing (ADP) 0.3 $4.0M -3% 17k 228.67
Amazon (AMZN) 0.3 $3.4M +2% 30k 113.67
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $3.0M NEW 13k 225.24
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.2 $2.9M 60k 48.37
Ishares Msci Jpn Etf New (EWJ) 0.2 $2.8M NEW 57k 49.60
Nrg Energy Com New (NRG) 0.2 $2.7M NEW 65k 41.01
Ishares Tr Intl Trea Bd Etf (IGOV) 0.2 $2.7M NEW 73k 36.14
Ishares Core Msci Emkt (IEMG) 0.2 $2.6M +12% 60k 43.32
Ishares Msci Emerg Mrkt (EEMV) 0.2 $2.6M +7% 52k 50.67
Ishares Tr Eafe Value Etf (EFV) 0.2 $2.6M +9% 66k 39.14
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $2.5M +6% 45k 56.82
AutoZone (AZO) 0.2 $2.4M -2% 1.1k 2233.27
Eli Lilly & Co. (LLY) 0.2 $2.2M NEW 6.8k 323.85
McDonald's Corporation (MCD) 0.1 $1.7M +2% 7.4k 234.90
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $1.7M 37k 44.72
Monster Beverage Corp (MNST) 0.1 $1.6M +2% 18k 91.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.6M -79% 4.5k 360.01
Molina Healthcare (MOH) 0.1 $1.5M -6% 4.4k 350.44
Netflix (NFLX) 0.1 $1.5M -26% 6.7k 229.94
Cooper Cos Com New (COO) 0.1 $1.5M 5.8k 257.72
Keysight Technologies (KEYS) 0.1 $1.4M NEW 8.8k 160.31
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $1.4M 25k 55.58
Zoetis Cl A (ZTS) 0.1 $1.3M NEW 9.1k 145.76
S&p Global (SPGI) 0.1 $1.3M 4.3k 298.62
Ishares Tr Msci Uk Etf New (EWU) 0.1 $1.2M NEW 44k 26.46
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $1.1M -9% 14k 78.41
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.0M +1875% 10k 98.71
Costco Wholesale Corporation (COST) 0.1 $984k -5% 2.1k 466.35
NVIDIA Corporation (NVDA) 0.1 $914k -56% 7.8k 116.67
Adobe Systems Incorporated (ADBE) 0.1 $852k -23% 3.0k 285.62
Boeing Company (BA) 0.1 $810k -3% 6.1k 131.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $792k -3% 3.0k 266.94
Ishares Msci Spain Etf (EWP) 0.1 $789k NEW 40k 19.95
Chevron Corporation (CVX) 0.1 $785k +2% 5.0k 157.13
Ishares Msci Emrg Chn (EMXC) 0.1 $765k NEW 17k 45.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $710k NEW 2.1k 330.85
Kla Corp Com New (KLAC) 0.1 $699k 2.3k 299.36
Paychex (PAYX) 0.1 $671k 6.1k 109.82
Ishares Msci France Etf (EWQ) 0.1 $642k NEW 24k 27.26
Advanced Micro Devices (AMD) 0.1 $621k -86% 11k 57.81
Penumbra (PEN) 0.1 $620k +11% 3.4k 180.65
Ishares Msci Italy Etf (EWI) 0.0 $583k NEW 27k 21.75
Visa Com Cl A (V) 0.0 $579k 3.2k 182.19
Starbucks Corporation (SBUX) 0.0 $510k -3% 5.9k 87.12
Ishares Msci Belgium Etf (EWK) 0.0 $496k NEW 34k 14.47
United Therapeutics Corporation (UTHR) 0.0 $480k 2.3k 205.83
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $465k -63% 7.0k 66.91
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $449k +128% 6.1k 74.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $446k -33% 1.7k 266.43
Ishares Msci Austria Etf (EWO) 0.0 $434k NEW 28k 15.80
Honeywell International (HON) 0.0 $431k NEW 2.5k 171.71
Verizon Communications (VZ) 0.0 $429k -97% 12k 36.64
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $423k -23% 2.3k 180.85
Walt Disney Company (DIS) 0.0 $420k -13% 4.4k 95.22
Pepsi (PEP) 0.0 $412k NEW 2.5k 161.76
Broadridge Financial Solutions (BR) 0.0 $389k 2.7k 143.70
Cambria Etf Tr Trinity (TRTY) 0.0 $383k 15k 25.07
Sempra Energy (SRE) 0.0 $381k 2.6k 147.73
Johnson & Johnson (JNJ) 0.0 $375k 2.3k 160.19
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $356k 2.6k 134.49
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $350k NEW 4.7k 75.04
Ishares Msci Singpor Etf (EWS) 0.0 $339k NEW 20k 17.14
Ishares Msci Mly Etf New (EWM) 0.0 $334k NEW 17k 20.28
Cintas Corporation (CTAS) 0.0 $329k 826.00 398.31
Amgen (AMGN) 0.0 $329k -8% 1.4k 232.34
Ishares Msci Hong Kg Etf (EWH) 0.0 $328k NEW 18k 18.53
American Electric Power Company (AEP) 0.0 $311k NEW 3.7k 84.47
Ball Corporation (BALL) 0.0 $311k 6.3k 49.37
Polaris Industries (PII) 0.0 $294k 3.0k 98.00
Dex (DXCM) 0.0 $286k 2.9k 100.11
Vanguard Index Fds Small Cp Etf (VB) 0.0 $274k NEW 1.6k 174.74
Spdr Gold Tr Gold Shs (GLD) 0.0 $266k -20% 1.7k 155.37
International Business Machines (IBM) 0.0 $264k 2.2k 117.70
salesforce (CRM) 0.0 $260k -89% 1.8k 145.82
Edwards Lifesciences (EW) 0.0 $258k 3.1k 82.69
Bristol Myers Squibb (BMY) 0.0 $257k -98% 3.7k 68.61
Agnico (AEM) 0.0 $247k -19% 5.9k 42.08
Ford Motor Company (F) 0.0 $240k -8% 21k 11.36
Agilent Technologies Inc C ommon (A) 0.0 $239k NEW 1.9k 125.79
Cisco Systems (CSCO) 0.0 $236k 5.9k 39.87
Atmos Energy Corporation (ATO) 0.0 $208k NEW 2.1k 100.00
Ishares Msci Aust Etf (EWA) 0.0 $207k NEW 10k 19.88
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.0 $203k 3.2k 64.20
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $202k -2% 2.2k 91.61
Chargepoint Holdings Com Cl A (CHPT) 0.0 $181k 13k 13.76
At&t (T) 0.0 $166k NEW 11k 14.86
Exelixis (EXEL) 0.0 $153k 10k 14.93
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) 0.0 $86k 10k 8.30
Contextlogic Com Cl A (WISH) 0.0 $43k 55k 0.78

Past Filings by Polaris Wealth Advisory Group

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

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