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Reported Holdings Of The
Polaris Greystone Financial Group LLC

Legal Name: POLARIS GREYSTONE FINANCIAL GROUP, LLC

Period of report: Jun 30, 2019
Effectiveness Date: Jul 25, 2019


Security Shares Held / Principal Amount Market Value Option
ISHARES TR BARCLAYS 7 10 YR (464287440) 551,488 $60,493k
VANGUARD CHARLOTTE FDS (92203J407) 726,663 $41,638k
JP MORGAN EXCHANGE TRADED FD (46641Q837) 772,503 $38,930k
ISHARES TR RUS 1000 GRW ETF (464287614) 234,080 $37,289k
MICROSOFT CORP (594918104) 230,769 $31,311k
ISHARES TR RUS MD CP GR ETF (464287481) 215,272 $30,965k
VISA INC COM CL A (92826C839) 174,029 $30,271k
Newmont Goldcorp Corp (651639106) 791,217 $29,995k
American Express Co. (025816109) 237,863 $29,714k
DANAHER CORP (235851102) 205,967 $29,659k
ISHARES TR S&P 500 VAL ETF (464287408) 248,217 $29,153k
ANTHEM INC (036752103) 100,086 $28,296k
WYNN RESORTS LTD (983134107) 211,988 $27,823k
Boeing Co/The (097023105) 76,864 $27,399k
ANALOG DEVICES INC (032654105) 237,796 $27,347k
PACCAR INC (693718108) 365,384 $26,395k
AT&T INC (00206R102) 774,746 $25,900k
Thermo Fisher Scientific Inc (883556102) 86,296 $25,838k
Freeport-McMoRan Inc (35671D857) 2,224,447 $25,470k
CBS CORPORATION (124857202) 499,709 $25,260k
PROGRESSIVE CORP (743315103) 305,449 $24,970k
ISHARES TR 20 YR TR BD ETF (464287432) 188,619 $24,943k
CDW CORP (12514G108) 216,715 $24,387k
AES CORP (00130H105) 1,443,342 $24,205k
DARDEN RESTAURANT (237194105) 198,200 $24,099k
WALMART INC COM (931142103) 213,626 $23,631k
ISHARES TR (464288588) 218,840 $23,479k
STRYKER CORP (863667101) 112,524 $23,241k
Chevron Corp (166764100) 183,873 $22,955k
MEDICAL PPTYS TRUST INC COM (58463J304) 1,302,666 $22,745k
Applied Materials, Inc. (038222105) 496,960 $22,701k
MCDONALDS CORP (580135101) 108,568 $22,398k
DISNEY WALT CO (254687106) 150,040 $21,253k
ISHARES TR CORE S&P SCP ETF (464287804) 270,659 $21,231k
ZOETIS INC (98978V103) 174,836 $19,856k
SPDR SERIES TRUST (78468r663) 210,276 $19,228k
HUMANA INC (444859102) 70,590 $18,434k
GAMING AND LEISURE PROPERTIE (36467J108) 357,200 $13,924k
MARSH & MCLENNAN COS (571748102) 132,390 $13,349k
ISHARES TR RUS MDCP VAL ETF (464287473) 144,056 $12,912k
ISHARES TR EXPANDED TECH (464287515) 57,800 $12,821k
ISHARES (464286665) 267,059 $12,637k
VANGUARD INTL EQUITY INDEX F (922042775) 239,420 $12,299k
ISHARES (464287234) 281,515 $12,223k
ISHARES TR (464288828) 70,954 $12,138k
METLIFE INC (59156R108) 236,519 $11,942k
ISHARES INC (464286608) 296,346 $11,750k
B. Riley Wealth Management, Inc. (099502106) 149,939 $9,996k
Apple Inc (037833100) 49,053 $9,887k
SSGA ACTIVE ETF TR (78467V848) 185,977 $9,117k
PIMCO ETF TR (72201R833) 88,030 $8,938k
TARGET CORPORATION (87612E106) 68,406 $5,947k
Amazon.com Inc (023135106) 2,884 $5,544k
ADOBE INC (00724F101) 14,308 $4,306k
LULULEMON ATHLETICA (550021109) 23,910 $4,303k
BOSTON SCIENTIFIC (101137107) 95,820 $4,111k
SERVICENOW INC (81762P102) 14,085 $3,993k
ISHARES TR (464288257) 51,580 $3,832k
S&P WRLD EX US (78463X889) 128,815 $3,831k
ConocoPhillips (20825C104) 61,149 $3,807k
BORGWARNER INC (099724106) 90,247 $3,786k
TAKE-TWO INTERACTIVE (874054109) 32,401 $3,757k
INVESCO EXCHANGE TRADED FD T (46137V597) 27,021 $3,464k
TORONTO DOMINION BK (891160509) 57,894 $3,393k
Bank of America Corp. (060505104) 109,221 $3,213k
LAS VEGAS SANDS CORP (517834107) 48,119 $2,982k
CENTENE CORP DEL (15135B101) 57,623 $2,959k
CUMMINS INC (231021106) 16,966 $2,933k
SKYWORKS SOLUTIONS INC (83088m102) 35,620 $2,918k
ISHARES TR (46432F396) 23,444 $2,810k
SPDR SERIES TRUST (78464A508) 87,245 $2,750k
SPDR SERIES TRUST (78464A805) 72,194 $2,655k
SPDR SERIES TRUST (78464A409) 67,506 $2,637k
ISHARES TR (464289859) 47,381 $2,627k
COGNIZANT TECH SOLNS (192446102) 40,296 $2,590k
CVS HEALTH CORP (126650100) 47,063 $2,585k
INVESCO LTD (G491BT108) 121,608 $2,498k
DXC TECHNOLOGY CO (23355L106) 44,491 $2,489k
Facebook Inc (30303M102) 12,775 $2,466k
UNITEDHEALTH GRP INC (91324P102) 9,961 $2,417k
ISHARES TR (464289867) 51,574 $2,383k
DISCOVER FINL SVCS (254709108) 30,199 $2,373k
AMERIPRISE FINL INC (03076C106) 15,875 $2,314k
RAYTHEON (755111507) 13,282 $2,272k
Netflix Inc (64110L106) 5,348 $2,003k
COOPER COMPANIES INC (216648402) 5,832 $1,983k
WORKDAY INC COM USD0.001 CL A (98138H101) 7,503 $1,602k
ADP (053015103) 9,032 $1,503k
SPDR Portfolio Emerging Market (78463X509) 40,070 $1,455k
ISHARES (464287242) 11,631 $1,445k
ISHARES TR JPMORGAN USD EMG (464288281) 12,077 $1,370k
HOME DEPOT INC (437076102) 6,486 $1,364k
SPDR SERIES TRUST (78464A516) 47,442 $1,363k
Alphabet Inc (02079K107) 1,050 $1,153k
SPDR SERIES TRUST (78464A375) 30,873 $1,076k
S&P GLOBAL INC (78409V104) 4,554 $1,058k
ALPHABET INC (02079K305) 816 $898k
DTE ENERGY CO (233331107) 6,646 $853k
SPDR S&P 500 ETF TR TR UNIT (78462F103) 2,647 $783k
PENUMBRA INC COM (70975L107) 4,827 $775k
JPMORGAN CHASE & CO (46625H100) 6,800 $773k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858) 15,998 $690k
Intuit Inc (461202103) 2,562 $677k
Berkshire Hathaway, Inc. (084670702) 3,047 $654k
Exxon Mobil Corp (30231G102) 8,433 $646k
JOHNSON & JOHNSON (478160104) 3,951 $551k
CNA FINL CORP (126117100) 11,401 $537k
CISCO SYSTEMS INC (17275R102) 9,738 $533k
ABBVIE INC (00287Y109) 6,470 $475k
VANGUARD INDEX FDS TOTAL STK MKT (922908769) 3,048 $461k
Tyson Foods (TSN) (902494103) 5,599 $453k
Verisk Analytics Inc (92345Y106) 2,951 $436k
PFIZER INC (717081103) 9,729 $426k
MASTERCARD INC (57636Q104) 1,430 $382k
INTEL CORP (458140100) 7,815 $376k
COCA-COLA CO (191216100) 7,154 $369k
VERIZON COMMUNICATIONS (92343V104) 6,209 $352k
Tesla Inc (88160R101) 1,513 $344k
PEPSICO INC (713448108) 2,487 $328k
PROCTER & GAMBLE CO (742718109) 2,836 $313k
Lockheed Martin Corp (539830109) 867 $313k
salesforce.com Inc (79466L302) 1,982 $305k
ISHARES TR (464287549) 1,375 $301k
BROADRIDGE FINL SOLN (11133T103) 2,227 $288k
INDEPENDENT BANK G (45384B106) 4,930 $274k
POLARIS INDS INC (731068102) 3,000 $271k
STARBUCKS CORP (855244109) 3,075 $260k
US BANCORP DEL (902973304) 4,770 $253k
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409) 2,956 $238k
ISHARES TR (464289875) 5,780 $227k
BANK OF MARIN BANCORP/CA (063425102) 5,400 $226k
FRANKLIN RES INC (354613101) 6,204 $217k
EXELIXIS INC (30161Q104) 10,000 $215k
COSTCO WHSL CORP (22160K105) 817 $215k
HONEYWELL INTL INC (438516106) 1,210 $214k
NVIDIA Corp (67066G104) 1,262 $210k
ISHARES TR CORE US AGGBD ET (464287226) 1,870 $208k
INTL BUSINESS MCHN (459200101) 1,479 $207k
HUNTINGTON BANCSHARE (446150104) 13,834 $191k
FORD MOTOR CO (345370860) 11,301 $115k

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