Polaris Wealth Advisory Group, LLC

13F Portfolio Filings

Most recent 13F
Q3 2023
Location
San Rafael, CA
CIK
0001582968
Alternate names
Polaris Greystone Financial Group, LLC, Polaris Wealth Advisers, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2023 169 1,314,265 AAPL, IGIB, IWF, IVE 13F-HR 10/11/2023 000154457623000006
Q2 2023 138 1,318,516 IWF, IVE, WMT, AAPL 13F-HR 8/7/2023 000158296823000007
Q1 2023 173 1,356,098 AAPL, IGIB, LQD, BKLN 13F-HR 5/3/2023 000158296823000005
Q4 2022 173 1,342,246 HYG, AAPL, ABBV, WMT 13F-HR 1/19/2023 000158296823000001
Q3 2022 159 1,202,030 AAPL, TGT, CVS, ABBV 13F-HR 10/12/2022 000158296822000002
Q2 2022 134 1,250,971 AAPL, CMCSA, ABBV, IEI 13F-HR 7/12/2022 000158296822000001
Q1 2022 157 1,497,359 CSX, BKLN, ZBH, GPN 13F-HR 4/19/2022 000110465922047179
Q4 2021 173 1,741,791 BKLN, HYG, IEF, TLT 13F-HR 1/26/2022 000110465922007802
Q3 2021 167 1,670,919 LQD, HYG, CWB, TLT 13F-HR 10/18/2021 000110465921127089
Q2 2021 170 1,683,378 TLT, LQD, AAPL, CWB 13F-HR 7/22/2021 000110465921095077
Q1 2021 169 1,560,177 BKLN, HYG, AAPL, CWB 13F-HR 4/19/2021 000110465921051492
Q4 2020 177 1,339,038 BKLN, HYG, AAPL, CWB 13F-HR 1/25/2021 000110465921007099
Q3 2020 154 1,063,712 IEI, BKLN, IEF, CWB 13F-HR 10/15/2020 000110465920115249
Q2 2020 145 1,264,625 IGIB, LQD, CWB, BKLN 13F-HR 7/13/2020 000110465920083080
Q1 2020 120 920,192 IEF, IEI, TIP, AGG 13F-HR 4/9/2020 000110465920044977
Q4 2019 152 1,498,430 HYG, TIP, IWF, PFF 13F-HR 1/29/2020 000110465920007975
Q3 2019 146 1,224,845 IEF, BNDX, IWF, MSFT 13F-HR 10/9/2019 000114420419047758
Q2 2019 140 1,318,988 IEF, BNDX, JPST, IWF 13F-HR 7/25/2019 000114420419035983
Q1 2019 151 1,331,575 BNDX, CWB, JPST, IWP 13F-HR 4/9/2019 000114420419018795
Q4 2018 143 1,063,038 BNDX, JPST, CWB, DHR 13F-HR 1/17/2019 000114420419001962
Q3 2018 519 1,450,325 BNDX, CWB, SRLN, IVE 13F-HR 10/19/2018 000114420418054508
Q2 2018 253 1,184,062 IWP, CWB, EMB, SRLN 13F-HR 7/9/2018 000114420418037668
Q1 2018 466 1,226,011 IWP, CWB, EMB, SRLN 13F-HR 4/9/2018 000114420418019767
Q4 2017 143 1,218,090 IWP, EMB, CWB, SRLN 13F-HR 2/13/2018 000114420418007875
Q3 2017 145 1,136,286 TOTL, IWP, CWB, SRLN 13F-HR 11/1/2017 000114420417055249
Q2 2017 121 878,783 TOTL, BNDX, CWB, IWP 13F-HR 8/9/2017 000114420417041717
Q1 2017 105 916,513 BNDX, AGG, CWB, IWP 13F-HR 4/26/2017 000114420417022052
Q4 2016 114 862,984 BNDX, AGG, SRLN, CWB 13F-HR 1/19/2017 000114420417002785
Q3 2016 109 836,988 BNDX, AGG, VNQ, BIV 13F-HR 11/2/2016 000114420416131191
Q2 2016 103 644,064 BNDX, AGG, VNQ, BIV 13F-HR 8/2/2016 000114420416115895
Q1 2016 105 639,686 VEU, BNDX, AGG, IWP 13F-HR 4/29/2016 000114420416097257
Q4 2015 140 619,552 IWP, BNDX, AGG, PFF 13F-HR 2/12/2016 000114420416081563
Q3 2015 67 488,902 BNDX, AGG, IVE, SHY 13F-HR 11/10/2015 000114420415064200
Q2 2015 68 503,146 IWP, IVE, ACWX, BNDX 13F-HR 8/11/2015 000114420415048047
Q1 2015 76 550,200 IWP, IVE, AGG, BNDX 13F-HR 5/11/2015 000114420415029153
Q4 2014 75 486,616 IWP, IVE, IWS, IWF 13F-HR 2/13/2015 000114420415009120
Q3 2014 67 445,486 IVE, IWS, IWF, AGG 13F-HR 10/30/2014 000114420414063911
Q2 2014 72 449,125 IWS, IVE, IJS, IWP 13F-HR 8/5/2014 000114420414047000
Q1 2014 162 427,250 IWP, IWF, IWO, IWS 13F-HR 4/28/2014 000114420414025012
Q4 2013 189 406,601 IWP, IWF, IWO, IWS 13F-HR 2/24/2014 000114420414011222