Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| POLARIS WEALTH ADVISORY GROUP LLC | 10-11-2023 | 09-30-2023 | 169 | 1,314,265,637 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VISA INC | COM CL A | 51 | $19,935,686 | 86,673 | 0.00 | 0.00 | 23,358 | 36.89 | 09-30-2023 |
| CENCORA INC | COM | 52 | $19,660,308 | 109,242 | 0.00 | 0.00 | 72,043 | 193.67 | 09-30-2023 |
| FEDEX CORP | COM | 53 | $19,582,101 | 73,917 | 0.00 | 0.00 | 8,738 | 13.41 | 09-30-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 54 | $19,045,461 | 54,369 | 0.00 | 0.00 | 8,856 | 19.46 | 09-30-2023 |
