Polaris Wealth Advisory Group, LLC

13F Portfolio Filings

Latest 13F report
Q3 2023 - Oct 11, 2023
Value $
$1.31B
Signature - Title
Vincent Noe - Assistant Compliance Officer
Location
824 E Street, San Rafael, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 169 $1.31B +$277M -$130M +$148M AAPL, IGIB, IWF, IVE, MSFT 13F-HR 10/11/2023, 11:10 AM
Q2 2023 138 $1.32B +$269M -$197M +$72.4M IWF, IVE, WMT, AAPL, IGIB 13F-HR 8/7/2023, 12:37 PM
Q1 2023 173 $1.36B +$298M -$212M +$86.3M AAPL, IGIB, LQD, BKLN, WMT 13F-HR 5/3/2023, 03:26 PM
Q4 2022 169 $1.33B +$295M -$186M +$109M HYG, AAPL, ABBV, WMT, IVE 13F-HR 1/19/2023, 09:21 AM
Q3 2022 158 $1.2B +$428M -$157M +$271M AAPL, TGT, CVS, ABBV, WMT 13F-HR 10/12/2022, 09:32 AM
Q2 2022 134 $1.25B +$560M -$108M +$451M AAPL, CMCSA, ABBV, IEI, BKLN 13F-HR 7/12/2022, 09:50 AM
Q1 2022 154 $1.45B +$801M -$301M +$500M CSX, ZBH, GPN, CHRW, MDT 13F-HR 4/19/2022, 11:27 AM
Q4 2021 173 $1.74B +$631M -$328M +$303M BKLN, HYG, IEF, TLT, PHM 13F-HR 1/26/2022, 02:26 PM
Q3 2021 165 $1.67B +$806M -$809M -$3.54M 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 168 $1.56B +$655M -$533M +$122M BKLN, HYG, AAPL, CWB, MBB 13F-HR 4/16/2021, 06:01 PM
Q4 2020 170 $1.33B +$668M -$199M +$469M BKLN, HYG, AAPL, CWB, LQD 13F-HR 1/25/2021, 01:37 PM
Q3 2020 154 $1.06B +$401M -$349M +$51.8M IEI, BKLN, IEF, CWB, AAPL 13F-HR 10/15/2020, 02:13 PM
Q2 2020 144 $1.26B +$741M -$267M +$474M IGIB, LQD, CWB, BKLN, AAPL 13F-HR 7/13/2020, 04:02 PM
Q1 2020 117 $916M +$585M -$262M +$324M IEF, IEI, TIP, AGG, AAPL 13F-HR 4/9/2020, 12:54 PM
Q4 2019 151 $1.5B +$766M -$111M +$655M HYG, TIP, IWF, PFF, VEU 13F-HR 1/29/2020, 01:27 PM
Q3 2019 146 $1.22B +$386M -$94.5M +$291M IEF, BNDX, IWF, MSFT, NEM 13F-HR 10/9/2019, 12:57 PM
Q2 2019 140 $1.32B +$492M -$151M +$341M IEF, BNDX, JPST, IWF, MSFT 13F-HR 7/25/2019, 02:47 PM
Q1 2019 151 $1.33B +$532M -$159M +$373M BNDX, CWB, JPST, IWP, MSFT 13F-HR 4/9/2019, 12:50 PM
Q4 2018 143 $1.06B +$111M -$130M -$19.6M BNDX, JPST, CWB, DHR, MSFT 13F-HR 1/17/2019, 12:13 PM
Q3 2018 490 $1.45B +$603M -$276M +$328M BNDX, CWB, SRLN, IVE, MSFT 13F-HR 10/19/2018, 12:49 PM
Q2 2018 227 $1.13B -$26.7M -$26.7M IWP, CWB, EMB, SRLN, IVE 13F-HR 7/9/2018, 01:07 PM
Q1 2018 445 $1.23B +$122M -$88.8M +$33.4M IWP, CWB, EMB, SRLN, IVE 13F-HR 4/9/2018, 02:38 PM
Q4 2017 143 $1.22B +$186M -$35.8M +$150M IWP, EMB, CWB, SRLN, IVE 13F-HR 2/13/2018, 02:34 PM
Q3 2017 145 $1.14B +$294M -$38.6M +$256M TOTL, IWP, CWB, SRLN, IVE 13F-HR 10/31/2017, 07:04 PM
Q2 2017 121 $879M +$173M -$78.8M +$94.7M TOTL, BNDX, CWB, IWP, SRLN 13F-HR 8/9/2017, 04:34 PM
Q1 2017 105 $917M +$165M -$14.4M +$150M BNDX, AGG, CWB, IWP, SRLN 13F-HR 4/25/2017, 06:47 PM
Q4 2016 114 $863M +$209M -$25.1M +$183M BNDX, AGG, SRLN, CWB, IWP 13F-HR 1/18/2017, 06:09 PM
Q3 2016 109 $837M +$251M -$14.2M +$237M BNDX, AGG, VNQ, BIV, IWP 13F-HR 11/2/2016, 05:19 PM
Q2 2016 103 $644M +$151M -$51.6M +$99.9M BNDX, AGG, VNQ, BIV, IWP 13F-HR 8/2/2016, 01:07 PM
Q1 2016 105 $640M +$304M -$83.7M +$221M VEU, BNDX, AGG, IWP, BIV 13F-HR 4/28/2016, 06:30 PM
Q4 2015 139 $619M +$166M -$16.3M +$150M IWP, BNDX, AGG, PFF, SHY 13F-HR 2/12/2016, 03:50 PM
Q3 2015 67 $489M +$119M -$28M +$91.3M BNDX, AGG, IVE, SHY, PFF 13F-HR 11/10/2015, 04:07 PM
Q2 2015 68 $503M +$70.1M -$23.1M +$47M IWP, IVE, ACWX, BNDX, PFF 13F-HR 8/11/2015, 01:41 PM
Q1 2015 76 $550M +$151M -$14.7M +$136M IWP, IVE, AGG, BNDX, PFF 13F-HR 5/11/2015, 02:14 PM
Q4 2014 75 $487M +$143M -$34.4M +$109M IWP, IVE, IWS, IWF, AGG 13F-HR 2/13/2015, 03:52 PM
Q3 2014 67 $445M +$128M -$57.1M +$71M IVE, IWS, IWF, AGG, PFF 13F-HR 10/30/2014, 02:00 PM
Q2 2014 72 $449M +$181M -$67.4M +$114M IWS, IVE, IJS, IWP, PFF 13F-HR 8/5/2014, 01:37 PM
Q1 2014 153 $427M +$45.9M -$444K +$45.4M IWP, IWF, IWO, IWS, CWB 13F-HR 4/25/2014, 06:23 PM
Q4 2013 180 $407M IWP, IWF, IWO, IWS, CWB 13F-HR 2/24/2014, 03:48 PM