Polaris Wealth Advisers, LLC 13F Holdings
CIK 02815561 · San Francisco, CA
As of Dec 31, 2022, Polaris Wealth Advisers, LLC reported 173 positions worth
CIK 02815561 · San Francisco, CA
As of Dec 31, 2022, Polaris Wealth Advisers, LLC reported 173 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 592,360 | $45.1M | 3.36% |
| APPLE INC | AAPL | Technology | 322,690 | $43.1M | 3.21% |
| ABBVIE INC | ABBV | Equity | 247,027 | $38.8M | 2.89% |
| WALMART INC | WMT | Consumer Defensive | 257,580 | $37.6M | 2.80% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 239,453 | $36.4M | 2.71% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 710,429 | $36.2M | 2.70% |
| INVESCO SENIOR LOAN ETF | BKLN | — | 1,707,445 | $36.0M | 2.68% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 306,504 | $35.8M | 2.67% |
| COMCAST CORP | CMCSA | Communication Services | 926,354 | $35.2M | 2.62% |
| TARGET CORP | DYH | Consumer Defensive | 206,892 | $32.9M | 2.45% |
| LOWES COMPANIES INC | LOW | Consumer Cyclical | 156,035 | $32.5M | 2.42% |
| QUALCOMM INC | QCOM | Technology | 260,705 | $30.9M | 2.30% |
| MICROSOFT CORP | MSFT | Technology | 119,805 | $28.2M | 2.10% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 522,080 | $27.7M | 2.06% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 57,297 | $26.5M | 1.98% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 116,119 | $25.7M | 1.92% |
| ELEVANCE HEALTH INC | ELV | Healthcare | 49,383 | $23.7M | 1.77% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 168,743 | $23.6M | 1.76% |
| DEERE & CO | DE | Industrials | 51,990 | $22.5M | 1.68% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 137,231 | $20.7M | 1.54% |
| LAM RESEARCH CORP | LRCX | Technology | 42,404 | 9.7M | 1.47% |
| SCHWAB CHARLES CORP | SCHW | Equity | 230,986 | 9.3M | 1.44% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 105,439 | 8.4M | 1.37% |
| EXXON MOBIL CORP | XOM | Energy | 165,342 | 8.4M | 1.37% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 300,728 | 7.9M | 1.34% |