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Investment Strategies: Polaris Wealth Advisory Group Q3 2022 vs. Q4 2022 Holdings

Ava Hoppe | 2 May, 2023

Polaris Wealth Advisory Group LLC has made remarkable changes to its holdings in the Q3 2022 vs. Q4 2022 period. Reviewing the latest quarterly financial 13F filings, we see that the firm has increased its shares in some companies and sold several others.

This article aims to analyze the top holdings of Polaris Wealth Advisory Group, LLC and offer some insights into their investment strategy. Here are some of the highlights of Polaris Wealth Advisory Group's latest 13F filings:

Polaris Wealth Advisory Group Increased HYG shares by 50%.

ISHARES TR (HYG) is Polaris Wealth Advisory Group's top holding with 592,360 shares worth $45,143,000 in Q4 2022 compared to 422,578 worth $30,104,000 in Q3 2022. This is a remarkable 50% increase in shares. The general trend in high-yield Corporate bonds helps explain the increase in holdings.

Polaris Wealth Advisory Group curtailed its holdings of AAPL by 30.4%.

Apple Inc (AAPL), which was the second-largest holding of Polaris Wealth Advisory Group with 440,878 shares worth $61,908,000 in Q3 2022, dropped to 322,690 shares worth $43,075,000 in Q4 2022. This represents a 30.4% decrease in shares. The decrease may have been caused by Apple's legal battle with Epic games and the mounting competition in the tech industry.

Polaris Wealth Advisory Group sells LAM Research Corp shares by 27.3%.

LRCX was sold by Polaris Wealth Advisory Group, with 42,404 shares worth $19,688,000 in Q4 2022 compared to 77,164 shares worth $27,063,000 in Q3 2022. It represents a significant decrease 27.3% in Shares. This move can be traced back to the shortage of computer chips affecting the entire tech industry.

Polaris Wealth Advisory Group increases its holdings in Comcast Corporation by 67.1%.

COMCAST CORP NEW (CMCSA) with 926,354 shares valued $35,155,000 in Q4 2022 compared to 722,264 shares valued at $21,040,000 in Q3 2022 made the highest percentage increase. The increase could be due to the company’s plan to grow the Universal theme parks and improve its video streaming technology.

Polaris Wealth Advisory Group liquidates Tapestry Inc and Abbott Labs Shares in Q4 2022.

TAPESTRY INC (TPR) and ABBOTT LABS (ABT) were sold by Polaris Wealth Advisory Group in Q4 2022, having no shares by the end of the quarter compared to 355,584 shares worth $15,058,000 and 133,028 shares worth $15,052,000 in Q3 2022. The fund may have opted to sell the shares due to the unpredictable nature of the market and the companies' performance.


The 13F filing from Polaris Wealth Advisory Group, LLC offers useful insights into the companies they are investing in, and the patterns in which they are buying and selling shares. These changes may have come as a result of market trends and volatility, and we can expect the firm to continue making changes in the future.

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