Polaris Wealth Advisory Group, LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 449,125
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 8/5/2014 | 72 | 449,125 | 13F-HR | Polaris Wealth Advisers, LLC |
| Q1 2014 | 4/28/2014 | 162 | 427,250 | 13F-HR | Polaris Wealth Advisers, LLC |
| Q4 2013 | 2/24/2014 | 189 | 406,601 | 13F-HR | Polaris Wealth Advisers, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 78.1 K | 17.4% | 1.769 K | 0 | 1.769 K |
| ETFs | 371 K | 82.6% | 39.31 K | 0 | 39.31 K |
| Debt | 0 | 0.0% | 0 | 19.2 K | -19.2 K |
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Fund Snapshot
Q2 2014
Latest filed
8/5/2014
Total value ($000)
449,125
Holdings
72
QoQ value change ($000)
21,875
(5.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.