Polaris Wealth Advisory Group, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Polaris Wealth Advisory Group, LLC recently released its 13F holdings report comparing the holdings in Q2 2023 to Q3 2023. This report provides valuable insights into the changes in holdings of various funds.

In this article, we will take a deep dive into the key highlights and trends observed in Polaris Wealth Advisory Group, LLC's holdings during this period. We will analyze the top-performing stocks, the sectors with the most significant changes, and the possible reasons behind these shifts in investments.

1. Apple Inc (AAPL):

Apple Inc's holdings saw a significant increase from 182,127 shares in Q2 2023 to 322,877 shares in Q3 2023, representing a 56.5% change. The value of these holdings also increased from $35,327,000 to $55,279,000.

2. iShares TR (IGIB):

iShares TR, another key holding of Polaris Wealth Advisory Group, LLC, witnessed an increase from 661,608 shares in Q2 2023 to 863,704 shares in Q3 2023, reflecting a 25.6% change. The value of these holdings rose from $33,457,000 to $42,019,000.

3. iShares TR (IWF):

However, iShares TR's holdings experienced a decrease from 160,708 shares in Q2 2023 to 150,292 shares in Q3 2023, indicating a decline of 9.6%. The value of these holdings also decreased from $44,223,000 to $39,976,000.

4. Microsoft Corp (MSFT):

Microsoft Corp's holdings in Polaris Wealth Advisory Group, LLC's portfolio increased from 96,338 shares in Q2 2023 to 117,599 shares in Q3 2023, marking a 13.2% change. The value of these holdings also increased from $32,806,000 to $37,131,000.

5. Johnson & Johnson (JNJ):

Johnson & Johnson's holdings saw a decrease from 191,194 shares in Q2 2023 to 187,762 shares in Q3 2023, resulting in a decline of 7.6%. The value of these holdings also decreased from $31,646,000 to $29,243,000.

These are just a few examples of the changes observed in Polaris Wealth Advisory Group, LLC's holdings during this period. Other notable changes include an increase in holdings for JPMorgan Chase & Co (JPM) by 19.8% and a decrease in holdings for Walmart Inc (WMT) by 36%.

When analyzing these changes, it is crucial to consider market trends, company performance, and economic factors. For instance, the increase in holdings for Apple Inc could be attributed to the company's strong financial performance and product innovation, while the decrease in holdings for Walmart Inc may be influenced by changing consumer preferences and competition in the retail industry.

In conclusion, Polaris Wealth Advisory Group, LLC's Q2 2023 vs. Q3 2023 13F holdings comparison reveals interesting insights into the portfolio adjustments made during this period. Investors and market enthusiasts can utilize this information to gain a better understanding of the current trends and make informed investment decisions.