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Institutional Investment Manager
Polaris Wealth Advisory Group, LLC
Polaris Wealth Advisory Group, LLC (CIK: 0001582968) incorporated in Delaware, located at 824 E Street, San Rafael, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Original 13F HR (0001144204-14-025012) filed in 2014.04.28
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 602,931 51,732 12.11%
2 ISHARES TR 376,485 32,581 7.63%
3 ISHARES RUSSELL 2000 GROWTH ETF 170,034 23,135 5.41%
4 ISHARES TR 299,609 20,592 4.82%
5 SPDR SER TR 416,791 20,169 4.72%
6 SPDR SER TR 619,678 19,191 4.49%
7 POWERSHARES ETF TRUST II 769,431 19,090 4.47%
8 ISHARES TR 170,287 17,962 4.20%
9 ISHARES TR 149,615 13,002 3.04%
10 ISHARES 307,397 12,994 3.04%
11 SELECT SECTOR SPDR TR 222,026 12,986 3.04%
12 ISHARES TR 178,197 12,684 2.97%
13 ISHARES TR 91,164 12,532 2.93%
14 SELECT SECTOR SPDR TR 339,029 12,324 2.88%
15 FIRST TRUST EXCH TRADED FUND 2 FINLS ALPHADEX ETF 551,759 12,045 2.82%
16 ISHARES TR 288,015 11,996 2.81%
17 SELECT SECTOR SPDR TR 252,150 11,922 2.79%
18 ISHARES TR 132,933 11,226 2.63%
19 ISHARES TR 86,730 9,840 2.30%
20 ISHARES TR 189,789 9,624 2.25%
21 THERMO FISHER SCIENTIFIC INC 23,145 2,783 0.65%
22 DELUXE CORP COM 50,421 2,646 0.62%
23 DELTA AIRLINES INC DEL 72,761 2,521 0.59%
24 HELMERICH & PAYNE INC 23,414 2,518 0.59%
25 SEAGATE TECHNOLOGY PLC 44,396 2,493 0.58%
26 AVAGO TECHNOLOGIES LTD SHS 38,556 2,483 0.58%
27 DISCOVER FINL SVCS 42,651 2,482 0.58%
28 UGI CORP NEW 53,070 2,421 0.57%
29 ST JUDE MED INC 36,910 2,414 0.57%
30 HARTFORD FINL SVCS GROUP INC 67,902 2,395 0.56%
31 DOMTAR CORP 21,070 2,364 0.55%
32 MCKESSON CORP 13,370 2,361 0.55%
33 CHICAGO BRIDGE & IRON CO N V 26,992 2,352 0.55%
34 BAKER HUGHES INC 34,643 2,252 0.53%
35 LYONDELLBASELL INDUSTRIES N 25,078 2,230 0.52%
36 CVS HEALTH CORP 29,672 2,221 0.52%
37 LEAR CORP 25,614 2,144 0.50%
38 DELPHI AUTOMOTIVE PLC 31,566 2,142 0.50%
39 ASSURANT INC 32,423 2,106 0.49%
40 AVNET INC 44,642 2,077 0.49%
41 WESTERN DIGITAL CORP 22,590 2,074 0.49%
42 Nielsen Holdings B.V. 46,145 2,059 0.48%
43 LINCOLN NATL CORP IND 40,594 2,057 0.48%
44 GENERAL DYNAMICS CORP 18,550 2,020 0.47%
45 Omnicare Inc (Acquired 8/18/2015) 33,501 1,999 0.47%
46 MOODYS CORP 24,645 1,955 0.46%
47 VIACOM INC NEW 22,441 1,907 0.45%
48 MASTERCARD INCORPORATED 25,398 1,897 0.44%
49 AMERISOURCEBERGEN CORP 26,879 1,763 0.41%
50 INTEL CORP 29,134 752 0.18%
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