Polaris Wealth Advisory Group, LLC

13F Filings History

Latest 13F report
Q3 2023 - Oct 11, 2023
Value $
$1.31B
Signature - Title
Vincent Noe - Assistant Compliance Officer
Location
San Rafael, CA
Summary
This page shows a list of all the recent 13F filings made by Polaris Wealth Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Polaris Wealth Advisory Group, LLC reported 169 stock holdings with total value $1.31B as of Q3 2023. Top holdings included AAPL, IGIB, IWF, IVE, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 169 $1.31B +$277M -$234M +$43.4M AAPL, IGIB, IWF, IVE, MSFT 13F-HR 10/11/2023, 11:10 AM
Q2 2023 138 $1.32B +$269M -$366M -$97M IWF, IVE, WMT, AAPL, IGIB 13F-HR 8/7/2023, 12:37 PM
Q1 2023 173 $1.36B +$298M -$294M +$4.11M AAPL, IGIB, LQD, BKLN, WMT 13F-HR 5/3/2023, 03:26 PM
Q4 2022 173 $1.33B +$295M -$279M +$15.5M HYG, AAPL, ABBV, WMT, IVE 13F-HR 1/19/2023, 10:21 AM
Q3 2022 159 $1.2B +$428M -$416M +$11.6M AAPL, TGT, CVS, ABBV, WMT 13F-HR 10/12/2022, 09:32 AM
Q2 2022 134 $1.25B +$561M -$668M -$107M AAPL, CMCSA, ABBV, IEI, BKLN 13F-HR 7/12/2022, 09:50 AM
Q1 2022 157 $1.49B +$801M -$977M -$176M CSX, ZBH, GPN, CHRW, MDT 13F-HR 4/19/2022, 11:27 AM
Q4 2021 173 $1.74B +$630M -$642M -$11.5M BKLN, HYG, IEF, TLT, PHM 13F-HR 1/26/2022, 03:26 PM
Q3 2021 166 $1.67B +$806M -$809M -$3.74M LQD, HYG, CWB, TLT, SYY 13F-HR 10/18/2021, 01:26 PM
Q2 2021 169 $1.68B +$738M -$653M +$85.3M TLT, LQD, AAPL, CWB, IGIB 13F-HR 7/22/2021, 08:46 PM
Q1 2021 170 $1.56B +$654M -$533M +$121M BKLN, HYG, AAPL, CWB, MBB 13F-HR 4/16/2021, 06:01 PM
Q4 2020 172 $1.33B +$667M -$501M +$167M BKLN, HYG, AAPL, CWB, LQD 13F-HR 1/25/2021, 02:37 PM
Q3 2020 154 $1.06B +$401M -$674M -$273M IEI, BKLN, IEF, CWB, AAPL 13F-HR 10/15/2020, 02:13 PM
Q2 2020 145 $1.26B +$742M -$509M +$232M IGIB, LQD, CWB, BKLN, AAPL 13F-HR 7/13/2020, 04:02 PM
Q1 2020 119 $919M +$585M -$1.04B -$460M IEF, IEI, TIP, AGG, AAPL 13F-HR 4/9/2020, 12:54 PM
Q4 2019 152 $1.5B +$766M -$579M +$187M HYG, TIP, IWF, PFF, VEU 13F-HR 1/29/2020, 02:27 PM
Q3 2019 146 $1.22B +$386M -$481M -$94.9M IEF, BNDX, IWF, MSFT, NEM 13F-HR 10/9/2019, 12:57 PM
Q2 2019 140 $1.32B +$492M -$547M -$54.5M IEF, BNDX, JPST, IWF, MSFT 13F-HR 7/25/2019, 02:47 PM
Q1 2019 151 $1.33B +$532M -$388M +$144M BNDX, CWB, JPST, IWP, MSFT 13F-HR 4/9/2019, 12:50 PM
Q4 2018 143 $1.06B +$111M -$340M -$229M BNDX, JPST, CWB, DHR, MSFT 13F-HR 1/17/2019, 01:13 PM
Q3 2018 507 $1.45B +$603M -$360M +$243M BNDX, CWB, SRLN, IVE, MSFT 13F-HR 10/19/2018, 12:49 PM
Q2 2018 248 $1.14B $0 -$41.9M -$41.9M IWP, CWB, EMB, SRLN, IVE 13F-HR 7/9/2018, 01:07 PM
Q1 2018 455 $1.23B +$122M -$126M -$4.18M IWP, CWB, EMB, SRLN, IVE 13F-HR 4/9/2018, 02:38 PM
Q4 2017 143 $1.22B +$186M -$157M +$28.3M IWP, EMB, CWB, SRLN, IVE 13F-HR 2/13/2018, 03:34 PM
Q3 2017 145 $1.14B +$294M -$90.6M +$204M TOTL, IWP, CWB, SRLN, IVE 13F-HR 10/31/2017, 07:04 PM
Q2 2017 121 $879M +$173M -$238M -$64.7M TOTL, BNDX, CWB, IWP, SRLN 13F-HR 8/9/2017, 04:34 PM
Q1 2017 105 $917M +$165M -$146M +$18.6M BNDX, AGG, CWB, IWP, SRLN 13F-HR 4/25/2017, 06:47 PM
Q4 2016 114 $863M +$209M -$210M -$1.3M BNDX, AGG, SRLN, CWB, IWP 13F-HR 1/18/2017, 07:09 PM
Q3 2016 109 $837M +$251M -$80.5M +$170M BNDX, AGG, VNQ, BIV, IWP 13F-HR 11/2/2016, 05:19 PM
Q2 2016 103 $644M +$151M -$158M -$6.37M BNDX, AGG, VNQ, BIV, IWP 13F-HR 8/2/2016, 01:07 PM
Q1 2016 105 $640M +$304M -$294M +$10.1M VEU, BNDX, AGG, IWP, BIV 13F-HR 4/28/2016, 06:30 PM
Q4 2015 139 $619M +$166M -$48.9M +$117M IWP, BNDX, AGG, PFF, SHY 13F-HR 2/12/2016, 04:50 PM
Q3 2015 67 $489M +$119M -$115M +$4.42M BNDX, AGG, IVE, SHY, PFF 13F-HR 11/10/2015, 05:07 PM
Q2 2015 68 $503M +$70.1M -$116M -$46M IWP, IVE, ACWX, BNDX, PFF 13F-HR 8/11/2015, 01:41 PM
Q1 2015 76 $550M +$151M -$100M +$50.3M IWP, IVE, AGG, BNDX, PFF 13F-HR 5/11/2015, 02:14 PM
Q4 2014 75 $487M +$143M -$116M +$27.8M IWP, IVE, IWS, IWF, AGG 13F-HR 2/13/2015, 04:52 PM
Q3 2014 67 $445M +$128M -$128M -$28.7K IVE, IWS, IWF, AGG, PFF 13F-HR 10/30/2014, 02:00 PM
Q2 2014 72 $449M +$181M -$172M +$8.92M IWS, IVE, IJS, IWP, PFF 13F-HR 8/5/2014, 01:37 PM
Q1 2014 159 $427M +$45.9M -$31.6M +$14.3M IWP, IWF, IWO, IWS, CWB 13F-HR 4/25/2014, 06:23 PM
Q4 2013 183 $407M $0 $0 IWP, IWF, IWO, IWS, CWB 13F-HR 2/24/2014, 04:48 PM