Polaris Wealth Advisory Group, LLC 13F Holdings

CIK 0001582968 · SAN RAFAEL, CA

As of Sep 30, 2023, Polaris Wealth Advisory Group, LLC reported 169 positions worth .3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology322,877$55.3M4.21%
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGIB—863,704$42.0M3.20%
ISHARES RUSSELL 1000 GROWTH ETFIWF—150,292$40.0M3.04%
ISHARES S&P 500 VALUE ETFIVE—252,298$38.8M2.95%
MICROSOFT CORPMSFTTechnology117,599$37.1M2.83%
ISHARES 3-7 YEAR TREASURY BOND ETFIEI—280,464$31.7M2.41%
ABBVIE INCABBVEquity212,188$31.6M2.41%
ISHARES 7-10 YEAR TREASURY BOND ETFIEF—344,461$31.5M2.40%
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFLQD—305,300$31.1M2.37%
JOHNSON & JOHNSONJNJHealthcare187,762$29.2M2.23%
JPMORGAN CHASE & COJPMFinancial Services201,226$29.2M2.22%
NEXTERA ENERGY INCNEEUtilities463,870$26.6M2.02%
ELEVANCE HEALTH INCELVHealthcare59,201$25.8M1.96%
WALMART INCWMTConsumer Defensive148,133$23.7M1.80%
VANGUARD TAX-MANAGED FUNDSVEA—500,656$21.9M1.67%
PROCTER & GAMBLE COPGConsumer Defensive137,400$20.0M1.52%
VISA INC-CLASS A SHARESVFinancial Services86,673 9.9M1.52%
CENCORA INCCORHealthcare109,242 9.7M1.50%
FEDEX CORPFDXIndustrials73,917 9.6M1.49%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services54,369 9.0M1.45%
LOCKHEED MARTIN CORPLMTIndustrials45,104 8.4M1.40%
BROADCOM INCAVGOTechnology21,046 7.5M1.33%
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUNDVGIT—290,265 6.6M1.26%
COSTCO WHOLESALE CORPCOSTConsumer Defensive29,361 6.6M1.26%
HOME DEPOT INCHDConsumer Cyclical53,388 6.1M1.23%