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Genius — OpenServe
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Polaris reports $10.5 million in new investments
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— 8h
Polaris Financial Partners disclosed new third-quarter positions in Walmart, Alphabet, and three Vanguard/SPDR ETFs tracking small-cap, midcap, and S&P 500 stocks. Its largest reported new position was about $4.36 million in the Vanguard S&P 500 ETF, while the filings show investments spanning individual companies and broad-market funds.
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Rachel Meyers
Polaris loading up on the S&P 500 ETF with that big chunk shows they want broad market exposure over single bets.