Polaris Greystone Financial Group, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2023
- Locationsan rafael, CA
- CIK0001582968
- Alternate namesPolaris Wealth Advisers, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
169 | $1.31 B | AAPL, IGIB, IWF, IVE | 13F-HR | Oct 11, 2023 | 000154457623000006 | ||
138 | $1.32 B | IWF, IVE, WMT, AAPL | 13F-HR | Aug 7, 2023 | 000158296823000007 | ||
173 | $1.36 B | AAPL, IGIB, LQD, BKLN | 13F-HR | May 3, 2023 | 000158296823000005 | ||
173 | $1.34 B | HYG, AAPL, ABBV, WMT | 13F-HR | Jan 19, 2023 | 000158296823000001 | ||
159 | $1.20 B | AAPL, DYH, CVS, ABBV | 13F-HR | Oct 12, 2022 | 000158296822000002 | ||
134 | $1.25 B | AAPL, CMCSA, ABBV, IEI | 13F-HR | Jul 12, 2022 | 000158296822000001 | ||
157 | $1.50 B | CSX, ZBH, GPN, CHRW | 13F-HR | Apr 19, 2022 | 000110465922047179 | ||
173 | $1.74 B | BKLN, HYG, IEF, TLT | 13F-HR | Jan 26, 2022 | 000110465922007802 | ||
167 | $1.67 B | LQD, HYG, SPDR SER TR, TLT | 13F-HR | Oct 18, 2021 | 000110465921127089 | ||
170 | $1.68 B | TLT, LQD, AAPL, SPDR SER TR | 13F-HR | Jul 23, 2021 | 000110465921095077 | ||
169 | $1.56 B | BKLN, HYG, AAPL, SPDR SER TR | 13F-HR | Apr 19, 2021 | 000110465921051492 | ||
177 | $1.34 B | BKLN, HYG, AAPL, SPDR SER TR | 13F-HR | Jan 25, 2021 | 000110465921007099 | ||
154 | $1.06 B | IEI, BKLN, IEF, SPDR SER TR | 13F-HR | Oct 15, 2020 | 000110465920115249 | ||
145 | $1.26 B | IGIB, LQD, SPDR SER TR, BKLN | 13F-HR | Jul 13, 2020 | 000110465920083080 | ||
120 | $920.19 M | IEF, IEI, TIP, AGG | 13F-HR | Apr 9, 2020 | 000110465920044977 | ||
152 | $1.50 B | HYG, TIP, IWF, PFF | 13F-HR | Jan 29, 2020 | 000110465920007975 | ||
146 | $1.22 B | IEF, BNDX, IWF, MSFT | 13F-HR | Oct 9, 2019 | 000114420419047758 | ||
140 | $1.32 B | IEF, BNDX, JPST, IWF | 13F-HR | Jul 25, 2019 | 000114420419035983 | ||
151 | $1.33 B | BNDX, SPDR SER TR, JPST, IWP | 13F-HR | Apr 9, 2019 | 000114420419018795 | ||
143 | $1.06 B | BNDX, JPST, SPDR SER TR, DHR | 13F-HR | Jan 17, 2019 | 000114420419001962 | ||
519 | $1.45 B | BNDX, SPDR SER TR, SRLN, IVE | 13F-HR | Oct 19, 2018 | 000114420418054508 | ||
253 | $1.18 B | IWP, SPDR SER TR, EMB, SRLN | 13F-HR | Jul 9, 2018 | 000114420418037668 | ||
466 | $1.23 B | IWP, SPDR SER TR, EMB, SRLN | 13F-HR | Apr 9, 2018 | 000114420418019767 | ||
143 | $1.22 B | IWP, EMB, SPDR SER TR, SRLN | 13F-HR | Feb 13, 2018 | 000114420418007875 | ||
145 | $1.14 B | TOTL, IWP, SPDR SER TR, SRLN | 13F-HR | Nov 1, 2017 | 000114420417055249 | ||
121 | $878.78 M | TOTL, BNDX, SPDR SER TR, IWP | 13F-HR | Aug 9, 2017 | 000114420417041717 | ||
105 | $916.51 M | BNDX, AGG, SPDR SER TR, IWP | 13F-HR | Apr 26, 2017 | 000114420417022052 | ||
114 | $862.98 M | BNDX, AGG, SRLN, SPDR SER TR | 13F-HR | Jan 19, 2017 | 000114420417002785 | ||
109 | $836.99 M | BNDX, AGG, VNQ, BIV | 13F-HR | Nov 2, 2016 | 000114420416131191 | ||
103 | $644.06 M | BNDX, AGG, VNQ, BIV | 13F-HR | Aug 2, 2016 | 000114420416115895 | ||
105 | $639.69 M | VEU, BNDX, AGG, IWP | 13F-HR | Apr 29, 2016 | 000114420416097257 | ||
140 | $619.55 M | IWP, BNDX, AGG, PFF | 13F-HR | Feb 12, 2016 | 000114420416081563 | ||
67 | $488.90 M | BNDX, AGG, IVE, SHY | 13F-HR | Nov 10, 2015 | 000114420415064200 | ||
68 | $503.15 M | IWP, IVE, ACWX, BNDX | 13F-HR | Aug 11, 2015 | 000114420415048047 | ||
76 | $550.20 M | IWP, IVE, AGG, BNDX | 13F-HR | May 11, 2015 | 000114420415029153 | ||
75 | $486.62 M | IWP, IVE, IWS, IWF | 13F-HR | Feb 13, 2015 | 000114420415009120 | ||
67 | $445.49 M | IVE, IWS, IWF, AGG | 13F-HR | Oct 30, 2014 | 000114420414063911 | ||
72 | $449.13 M | IWS, IVE, IJS, IWP | 13F-HR | Aug 5, 2014 | 000114420414047000 | ||
162 | $427.25 M | IWP, IWF, IWO, IWS | 13F-HR | Apr 28, 2014 | 000114420414025012 | ||
189 | $406.60 M | IWP, IWF, IWO, IWS | 13F-HR | Feb 24, 2014 | 000114420414011222 |