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| Name: |
Polaris Wealth Advisers LLC |
| City: |
San Francisco |
| State: |
CA |
| Zip: |
94111 |
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data |
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Filing Period: |
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| Holdings
Found :
12 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
LW |
Lamb Weston Holdings, Inc. |
33 |
New |
$84.48 |
$13,630,000 |
147,420 |
1.04% |
13,630,000 |
147,420 |
0.101 |
N/A |
|
|
CBND |
Spdr Barclays Capital Issue... |
37 |
New |
$28.37 |
$13,042,000 |
472,888 |
0.99% |
13,042,000 |
472,888 |
0.525 |
N/A |
|
|
SHY |
Ishares Barclays 1-3 Treasu... |
45 |
New |
$81.17 |
$10,833,000 |
133,795 |
0.82% |
10,833,000 |
133,795 |
0.015 |
Closed - End Fund - E... |
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UBER |
Uber Technologies, Inc |
56 |
New |
$68.57 |
$8,270,000 |
179,822 |
0.63% |
8,270,000 |
179,822 |
0.01 |
N/A |
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MBB |
iShares Barclays MBS Bond |
63 |
New |
$90.16 |
$7,436,000 |
83,738 |
0.57% |
7,436,000 |
83,738 |
0.009 |
Closed - End Fund - E... |
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BLK |
BlackRock Inc A |
67 |
New |
$757.00 |
$6,905,000 |
10,681 |
0.53% |
6,905,000 |
10,681 |
0.006 |
Investment Brokerage ... |
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XSLV |
Invesco S&P SmallCap ETF |
82 |
New |
$43.20 |
$4,472,000 |
113,378 |
0.34% |
4,472,000 |
113,378 |
0.281 |
N/A |
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SAN |
Banco Santander Central His... |
91 |
New |
$4.87 |
$3,237,000 |
860,885 |
0.25% |
3,237,000 |
860,885 |
0.052 |
Foreign Money Center ... |
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VWO |
Vanguard Emerging Markets S... |
147 |
New |
$43.25 |
$284,000 |
7,255 |
0.02% |
284,000 |
7,255 |
0 |
Closed - End Fund - E... |
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MELI |
Mercadolibre Inc |
148 |
New |
$1,505.99 |
$281,000 |
222 |
0.02% |
281,000 |
222 |
0 |
Business Services |
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DAL |
Delta Air Lines Inc |
163 |
New |
$46.55 |
$207,000 |
5,604 |
0.02% |
207,000 |
5,604 |
0.001 |
Major Airlines |
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NXTP |
NextPlay Technologies Inc |
166 |
New |
$0.11 |
$84,000 |
95,953 |
0.01% |
84,000 |
95,953 |
0.101 |
Oil & Gas Drilling & ... |
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