Dark
Light
System
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
51 ISHARES NASDAQ BIOTECHNOLOGY ETF 59 66 0.02%
52 ISHARES RUSSELL 2000 GROWTH ETF 170,034 23,135 5.41%
53 ISHARES SILVER TR 200 4 0.00%
54 ISHARES TR 50 8 0.00%
55 ISHARES TR 150 6 0.00%
56 ISHARES TR 50 5 0.00%
57 ISHARES TR 91,164 12,532 2.93%
58 ISHARES TR 132,933 11,226 2.63%
59 ISHARES TR 50 6 0.00%
60 ISHARES TR 189,789 9,624 2.25%
61 ISHARES TR 299,609 20,592 4.82%
62 ISHARES TR 602,931 51,732 12.11%
63 ISHARES TR 75 8 0.00%
64 ISHARES TR 200 15 0.00%
65 ISHARES TR 100 11 0.00%
66 ISHARES TR 86,730 9,840 2.30%
67 ISHARES TR 1,498 68 0.02%
68 ISHARES TR 446 17 0.00%
69 ISHARES TR 3,411 119 0.03%
70 ISHARES TR 288,015 11,996 2.81%
71 ISHARES TR 149,615 13,002 3.04%
72 ISHARES TR 376,485 32,581 7.63%
73 ISHARES TR 178,197 12,684 2.97%
74 ISHARES TR 2,190 154 0.04%
75 ISHARES TR 170,287 17,962 4.20%
76 ISHARES TR 970 76 0.02%
77 JOHNSON & JOHNSON 1,349 133 0.03%
78 JOHNSON CTLS INTL PLC 8,012 379 0.09%
79 JPMORGAN CHASE & CO 322 20 0.00%
80 KEURIG GREEN MTN INC 5,042 532 0.12%
81 KINDER MORGAN MANAGEMENT LLC 103 7 0.00%
82 LEAR CORP 25,614 2,144 0.50%
83 LEGG MASON INC 8,820 433 0.10%
84 LIFELOCK ORD 400 7 0.00%
85 LINCOLN NATL CORP IND 40,594 2,057 0.48%
86 LYONDELLBASELL INDUSTRIES N 25,078 2,230 0.52%
87 Lifepoint Hospitals Inc 10,091 467 0.11%
88 MARATHON OIL CORP 400 14 0.00%
89 MARATHON PETE CORP 200 17 0.00%
90 MASTERCARD INCORPORATED 25,398 1,897 0.44%
91 MATTEL INC 300 12 0.00%
92 MCKESSON CORP 13,370 2,361 0.55%
93 MERCK & CO INC 200 11 0.00%
94 MICROSOFT CORP 581 24 0.01%
95 MIDDLEBY CORP 1,585 419 0.10%
96 MODUSLINK GLOBAL SOLUTIONS INC 50 0 0.00%
97 MOODYS CORP 24,645 1,955 0.46%
98 MOTOROLA SOLUTIONS INC 21 1 0.00%
99 Magnum Hunter Resources Corp 1,000 9 0.00%
100 Medtronic Inc 6,630 408 0.10%
Page 2 of 4