Notify me when Polaris Wealth Advisory Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 169 | $1,314,265,637 | +$277,388,612 | -$233,978,387 | +$43,410,225 | AAPL, IGIB, IWF, IVE, MSFT | 13F-HR | 11 Oct 2023, 11:10 |
| Q2 2023 | 138 | $1,318,516,589 | +$269,079,632 | -$366,037,406 | -$96,957,774 | IWF, IVE, WMT, AAPL, IGIB | 13F-HR | 07 Aug 2023, 12:37 |
| Q1 2023 | 173 | $1,356,098,020 | +$298,087,963 | -$293,975,581 | +$4,112,382 | AAPL, IGIB, LQD, BKLN, WMT | 13F-HR | 03 May 2023, 15:26 |
| Q4 2022 | 173 | $1,333,856,390 | +$294,781,899 | -$279,309,458 | +$15,472,441 | HYG, AAPL, ABBV, WMT, IVE | 13F-HR | 19 Jan 2023, 10:21 |
| Q3 2022 | 159 | $1,201,744,000 | +$427,709,840 | -$416,126,081 | +$11,583,759 | AAPL, TGT, CVS, ABBV, WMT | 13F-HR | 12 Oct 2022, 09:32 |
| Q2 2022 | 134 | $1,250,971,000 | +$561,394,524 | -$668,347,073 | -$106,952,549 | AAPL, CMCSA, ABBV, IEI, BKLN | 13F-HR | 12 Jul 2022, 09:50 |
| Q1 2022 | 157 | $1,492,876,000 | +$801,082,557 | -$976,943,526 | -$175,860,969 | CSX, ZBH, GPN, CHRW, MDT | 13F-HR | 19 Apr 2022, 11:27 |
| Q4 2021 | 173 | $1,741,791,000 | +$630,166,213 | -$641,620,562 | -$11,454,349 | BKLN, HYG, IEF, TLT, PHM | 13F-HR | 26 Jan 2022, 15:26 |
| Q3 2021 | 166 | $1,669,525,000 | +$805,533,108 | -$809,278,100 | -$3,744,992 | LQD, HYG, CWB, TLT, SYY | 13F-HR | 18 Oct 2021, 13:26 |
| Q2 2021 | 169 | $1,683,340,000 | +$738,184,132 | -$652,867,722 | +$85,316,410 | TLT, LQD, AAPL, CWB, IGIB | 13F-HR | 22 Jul 2021, 20:46 |
| Q1 2021 | 170 | $1,559,666,000 | +$654,367,093 | -$533,451,140 | +$120,915,953 | BKLN, HYG, AAPL, CWB, MBB | 13F-HR | 16 Apr 2021, 18:01 |
| Q4 2020 | 172 | $1,331,834,000 | +$667,235,055 | -$500,731,064 | +$166,503,991 | BKLN, HYG, AAPL, CWB, LQD | 13F-HR | 25 Jan 2021, 14:37 |
| Q3 2020 | 154 | $1,063,712,000 | +$401,296,726 | -$674,050,145 | -$272,753,419 | IEI, BKLN, IEF, CWB, AAPL | 13F-HR | 15 Oct 2020, 14:13 |
| Q2 2020 | 145 | $1,264,625,000 | +$741,880,014 | -$509,412,474 | +$232,467,540 | IGIB, LQD, CWB, BKLN, AAPL | 13F-HR | 13 Jul 2020, 16:02 |
| Q1 2020 | 119 | $918,947,000 | +$585,097,461 | -$1,044,918,921 | -$459,821,460 | IEF, IEI, TIP, AGG, AAPL | 13F-HR | 09 Apr 2020, 12:54 |
| Q4 2019 | 152 | $1,498,083,000 | +$766,145,417 | -$579,430,054 | +$186,715,363 | HYG, TIP, IWF, PFF, VEU | 13F-HR | 29 Jan 2020, 14:27 |
| Q3 2019 | 146 | $1,224,845,000 | +$385,930,015 | -$480,823,996 | -$94,893,981 | IEF, BNDX, IWF, MSFT, NEM | 13F-HR | 09 Oct 2019, 12:57 |
| Q2 2019 | 140 | $1,318,988,000 | +$492,392,864 | -$546,885,423 | -$54,492,559 | IEF, BNDX, JPST, IWF, MSFT | 13F-HR | 25 Jul 2019, 14:47 |
| Q1 2019 | 151 | $1,331,575,000 | +$532,058,640 | -$388,000,386 | +$144,058,254 | BNDX, CWB, JPST, IWP, MSFT | 13F-HR | 09 Apr 2019, 12:50 |
| Q4 2018 | 143 | $1,063,038,000 | +$110,687,869 | -$339,802,923 | -$229,115,054 | BNDX, JPST, CWB, DHR, MSFT | 13F-HR | 17 Jan 2019, 13:13 |
| Q3 2018 | 507 | $1,450,315,000 | +$603,349,269 | -$360,402,959 | +$242,946,310 | BNDX, CWB, SRLN, IVE, MSFT | 13F-HR | 19 Oct 2018, 12:49 |
| Q2 2018 | 248 | $1,136,037,000 | $0 | -$41,926,073 | -$41,926,073 | IWP, CWB, EMB, SRLN, IVE | 13F-HR | 09 Jul 2018, 13:07 |
| Q1 2018 | 455 | $1,226,008,000 | +$122,186,893 | -$126,363,076 | -$4,176,183 | IWP, CWB, EMB, SRLN, IVE | 13F-HR | 09 Apr 2018, 14:38 |
| Q4 2017 | 143 | $1,218,090,000 | +$185,562,449 | -$157,273,338 | +$28,289,111 | IWP, EMB, CWB, SRLN, IVE | 13F-HR | 13 Feb 2018, 15:34 |
| Q3 2017 | 145 | $1,136,286,000 | +$294,476,718 | -$90,568,574 | +$203,908,144 | TOTL, IWP, CWB, SRLN, IVE | 13F-HR | 31 Oct 2017, 19:04 |
| Q2 2017 | 121 | $878,783,000 | +$173,493,705 | -$238,200,526 | -$64,706,821 | TOTL, BNDX, CWB, IWP, SRLN | 13F-HR | 09 Aug 2017, 16:34 |
| Q1 2017 | 105 | $916,513,000 | +$164,600,861 | -$146,043,908 | +$18,556,953 | BNDX, AGG, CWB, IWP, SRLN | 13F-HR | 25 Apr 2017, 18:47 |
| Q4 2016 | 114 | $862,984,000 | +$208,568,936 | -$209,865,927 | -$1,296,991 | BNDX, AGG, SRLN, CWB, IWP | 13F-HR | 18 Jan 2017, 19:09 |
| Q3 2016 | 109 | $836,988,000 | +$250,896,089 | -$80,512,873 | +$170,383,216 | BNDX, AGG, VNQ, BIV, IWP | 13F-HR | 02 Nov 2016, 17:19 |
| Q2 2016 | 103 | $644,064,000 | +$151,443,131 | -$157,814,720 | -$6,371,589 | BNDX, AGG, VNQ, BIV, IWP | 13F-HR | 02 Aug 2016, 13:07 |
| Q1 2016 | 105 | $639,686,000 | +$304,473,441 | -$294,397,734 | +$10,075,707 | VEU, BNDX, AGG, IWP, BIV | 13F-HR | 28 Apr 2016, 18:30 |
| Q4 2015 | 139 | $619,498,000 | +$166,076,716 | -$48,938,971 | +$117,137,745 | IWP, BNDX, AGG, PFF, SHY | 13F-HR | 12 Feb 2016, 16:50 |
| Q3 2015 | 67 | $488,902,000 | +$119,312,705 | -$114,888,671 | +$4,424,034 | BNDX, AGG, IVE, SHY, PFF | 13F-HR | 10 Nov 2015, 17:07 |
| Q2 2015 | 68 | $503,146,000 | +$70,135,430 | -$116,099,914 | -$45,964,484 | IWP, IVE, ACWX, BNDX, PFF | 13F-HR | 11 Aug 2015, 13:41 |
| Q1 2015 | 76 | $550,200,000 | +$150,629,150 | -$100,328,373 | +$50,300,777 | IWP, IVE, AGG, BNDX, PFF | 13F-HR | 11 May 2015, 14:14 |
| Q4 2014 | 75 | $486,616,000 | +$143,459,014 | -$115,661,316 | +$27,797,698 | IWP, IVE, IWS, IWF, AGG | 13F-HR | 13 Feb 2015, 16:52 |
| Q3 2014 | 67 | $445,486,000 | +$128,086,204 | -$128,114,857 | -$28,653 | IVE, IWS, IWF, AGG, PFF | 13F-HR | 30 Oct 2014, 14:00 |
| Q2 2014 | 72 | $449,125,000 | +$181,109,027 | -$172,188,172 | +$8,920,855 | IWS, IVE, IJS, IWP, PFF | 13F-HR | 05 Aug 2014, 13:37 |
| Q1 2014 | 159 | $427,245,000 | +$45,868,667 | -$31,568,146 | +$14,300,521 | IWP, IWF, IWO, IWS, CWB | 13F-HR | 25 Apr 2014, 18:23 |
| Q4 2013 | 183 | $406,598,000 | $0 | $0 | $0 | IWP, IWF, IWO, IWS, CWB | 13F-HR | 24 Feb 2014, 16:48 |