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Polaris Wealth Advisory Group, LLC Buys iShares 7-10 Year Treasury Bond ETF, PulteGroup Inc, ...

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·8 min read
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Investment company Polaris Wealth Advisory Group, LLC (Current Portfolio) buys iShares 7-10 Year Treasury Bond ETF, PulteGroup Inc, AT&T Inc, Invesco Senior Loan ETF, Cisco Systems Inc, sells iShares iBoxx USD Investment Grade Corporate Bond , SPDR Bloomberg Convertible Securities ETF, Westlake Chemical Corp, Citigroup Inc, ViacomCBS Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Polaris Wealth Advisory Group, LLC. As of 2021Q4, Polaris Wealth Advisory Group, LLC owns 173 stocks with a total value of $1.7 billion. These are the details of the buys and sells.

  • New Purchases: IEF, PHM, LRCX, MRK, DD, AES, TMO, PNC, DKS, MKSI, BMY, CCL, LEVI, GPN, TROW, USMV, PGR, CDNS, EWBC, XMLV, EEMV, DE, PRFT, WHR, MBB, XLK, IWD, NVR, CHPT, CHPT, BEN, FAST, VOO,

  • Added Positions: T, BKLN, CSCO, JNJ, FB, SPG, SPY, AVTR, PFE, AMZN, NFLX, DAL, EEM, GS, AAPL, JPM, LYV, SBAC, SEE, D, LEA, INVH, VTI, BYD, AMD, EFAV, PEJ, VEU, ACWI, GOOGL, GOOG, DSI, PG, HD, KO, BRK.B, GOLD,

  • Reduced Positions: CWB, WLK, LMT, MDT, XOM, MCD, SYY, HYG, JBL, BWA, DIS, QQQ, IJR, F, SCZ, TLT, LOW, TSLA, MU, NVDA, COST, GM, ISRG, KLAC, IBN, ORCL, IVW, ABBV, MSFT, IWF, BAC, TIP, HPP, AOM, XSLV, SMH, PFF, NIO, V, LULU, CRM, CF, AOA, AOR, MA, SBUX, FCX, EW, CVX, AMAT, ADBE, ACN,

  • Sold Out: LQD, C, VIAC, KHC, GILD, MOS, VLO, ALLY, CMG, UBER, PENN, SE, CLF, IJH, OKE, PLNT, ATVI, PCAR, ARWR, ASML, GNRC, PYPL, AXP, FDN, WPRT,


For the details of Polaris Wealth Advisory Group, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/polaris+wealth+advisory+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Polaris Wealth Advisory Group, LLC

  1. Invesco Senior Loan ETF (BKLN) - 2,460,480 shares, 3.12% of the total portfolio. Shares added by 408.50%

  2. iShares iBoxx USD High Yield Corporate Bond ETF (HYG) - 613,600 shares, 3.07% of the total portfolio. Shares reduced by 20.96%

  3. iShares 7-10 Year Treasury Bond ETF (IEF) - 458,413 shares, 3.03% of the total portfolio. New Position

  4. iShares 20+ Year Treasury Bond ETF (TLT) - 351,053 shares, 2.99% of the total portfolio. Shares reduced by 6.23%

  5. PulteGroup Inc (PHM) - 863,282 shares, 2.83% of the total portfolio. New Position

New Purchase: iShares 7-10 Year Treasury Bond ETF (IEF)

Polaris Wealth Advisory Group, LLC initiated holding in iShares 7-10 Year Treasury Bond ETF. The purchase prices were between $113.36 and $116.25, with an estimated average price of $114.77. The stock is now traded at around $111.840000. The impact to a portfolio due to this purchase was 3.03%. The holding were 458,413 shares as of 2021-12-31.

New Purchase: PulteGroup Inc (PHM)

Polaris Wealth Advisory Group, LLC initiated holding in PulteGroup Inc. The purchase prices were between $46.25 and $57.65, with an estimated average price of $51.42. The stock is now traded at around $51.070000. The impact to a portfolio due to this purchase was 2.83%. The holding were 863,282 shares as of 2021-12-31.

New Purchase: Lam Research Corp (LRCX)

Polaris Wealth Advisory Group, LLC initiated holding in Lam Research Corp. The purchase prices were between $544.41 and $726.75, with an estimated average price of $629.37. The stock is now traded at around $596.670000. The impact to a portfolio due to this purchase was 2.12%. The holding were 51,467 shares as of 2021-12-31.

New Purchase: Merck & Co Inc (MRK)

Polaris Wealth Advisory Group, LLC initiated holding in Merck & Co Inc. The purchase prices were between $72.28 and $90.54, with an estimated average price of $79.6. The stock is now traded at around $79.140000. The impact to a portfolio due to this purchase was 2.09%. The holding were 474,641 shares as of 2021-12-31.

New Purchase: DuPont de Nemours Inc (DD)

Polaris Wealth Advisory Group, LLC initiated holding in DuPont de Nemours Inc. The purchase prices were between $69.15 and $81.02, with an estimated average price of $76.01. The stock is now traded at around $76.740000. The impact to a portfolio due to this purchase was 1.95%. The holding were 419,782 shares as of 2021-12-31.

New Purchase: The AES Corp (AES)

Polaris Wealth Advisory Group, LLC initiated holding in The AES Corp. The purchase prices were between $22.84 and $25.66, with an estimated average price of $24.32. The stock is now traded at around $22.420000. The impact to a portfolio due to this purchase was 1.58%. The holding were 1,135,545 shares as of 2021-12-31.

Added: AT&T Inc (T)

Polaris Wealth Advisory Group, LLC added to a holding in AT&T Inc by 19788.89%. The purchase prices were between $22.17 and $27.35, with an estimated average price of $24.71. The stock is now traded at around $24.250000. The impact to a portfolio due to this purchase was 2.59%. The holding were 1,837,932 shares as of 2021-12-31.

Added: Invesco Senior Loan ETF (BKLN)

Polaris Wealth Advisory Group, LLC added to a holding in Invesco Senior Loan ETF by 408.50%. The purchase prices were between $21.74 and $22.1, with an estimated average price of $21.98. The stock is now traded at around $21.960000. The impact to a portfolio due to this purchase was 2.51%. The holding were 2,460,480 shares as of 2021-12-31.

Added: Cisco Systems Inc (CSCO)

Polaris Wealth Advisory Group, LLC added to a holding in Cisco Systems Inc by 6829.10%. The purchase prices were between $53.25 and $63.96, with an estimated average price of $57.22. The stock is now traded at around $55.330000. The impact to a portfolio due to this purchase was 2.45%. The holding were 683,140 shares as of 2021-12-31.

Added: Johnson & Johnson (JNJ)

Polaris Wealth Advisory Group, LLC added to a holding in Johnson & Johnson by 188.76%. The purchase prices were between $155.93 and $173.01, with an estimated average price of $163.78. The stock is now traded at around $168.380000. The impact to a portfolio due to this purchase was 1.44%. The holding were 224,540 shares as of 2021-12-31.

Added: Meta Platforms Inc (FB)

Polaris Wealth Advisory Group, LLC added to a holding in Meta Platforms Inc by 323.62%. The purchase prices were between $306.84 and $347.56, with an estimated average price of $332.02. The stock is now traded at around $294.630000. The impact to a portfolio due to this purchase was 0.53%. The holding were 36,126 shares as of 2021-12-31.

Added: Simon Property Group Inc (SPG)

Polaris Wealth Advisory Group, LLC added to a holding in Simon Property Group Inc by 50.30%. The purchase prices were between $131.39 and $170.5, with an estimated average price of $153.23. The stock is now traded at around $145.580000. The impact to a portfolio due to this purchase was 0.45%. The holding were 147,476 shares as of 2021-12-31.

Sold Out: iShares iBoxx USD Investment Grade Corporate Bond (LQD)

Polaris Wealth Advisory Group, LLC sold out a holding in iShares iBoxx USD Investment Grade Corporate Bond . The sale prices were between $130.49 and $134.38, with an estimated average price of $132.44.

Sold Out: Citigroup Inc (C)

Polaris Wealth Advisory Group, LLC sold out a holding in Citigroup Inc. The sale prices were between $58.28 and $72.53, with an estimated average price of $66.33.

Sold Out: ViacomCBS Inc (VIAC)

Polaris Wealth Advisory Group, LLC sold out a holding in ViacomCBS Inc. The sale prices were between $28.68 and $39.84, with an estimated average price of $34.3.

Sold Out: The Kraft Heinz Co (KHC)

Polaris Wealth Advisory Group, LLC sold out a holding in The Kraft Heinz Co. The sale prices were between $32.88 and $37.84, with an estimated average price of $35.9.

Sold Out: Gilead Sciences Inc (GILD)

Polaris Wealth Advisory Group, LLC sold out a holding in Gilead Sciences Inc. The sale prices were between $64.88 and $73.64, with an estimated average price of $68.95.

Sold Out: The Mosaic Co (MOS)

Polaris Wealth Advisory Group, LLC sold out a holding in The Mosaic Co. The sale prices were between $33.62 and $42.47, with an estimated average price of $38.28.



Here is the complete portfolio of Polaris Wealth Advisory Group, LLC. Also check out:

1. Polaris Wealth Advisory Group, LLC's Undervalued Stocks

2. Polaris Wealth Advisory Group, LLC's Top Growth Companies, and

3. Polaris Wealth Advisory Group, LLC's High Yield stocks

4. Stocks that Polaris Wealth Advisory Group, LLC keeps buyingThis article first appeared on GuruFocus.