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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
51 ACACIA RESH CORP 49,077 750 0.18%
52 ISHARES TR 12,487 582 0.14%
53 KEURIG GREEN MTN INC 5,042 532 0.12%
54 CHEVRON CORP NEW 4,217 501 0.12%
55 Lifepoint Hospitals Inc 10,091 467 0.11%
56 LEGG MASON INC 8,820 433 0.10%
57 MIDDLEBY CORP 1,585 419 0.10%
58 BERKSHIRE HATHAWAY INC DEL 3,350 419 0.10%
59 ICF INTL INC COM 10,407 414 0.10%
60 BORGWARNER INC 6,711 413 0.10%
61 MEDTRONIC INC 6,630 408 0.10%
62 SUPER MICRO COMPUTER INC COM 23,164 402 0.09%
63 PNC FINL SVCS GROUP INC 4,560 397 0.09%
64 QUALCOMM INC 4,960 391 0.09%
65 PHILLIPS 66 4,960 382 0.09%
66 NORFOLK SOUTHERN CORP 3,910 380 0.09%
67 JOHNSON CTLS INTL PLC 8,012 379 0.09%
68 Xerox Corp 32,135 363 0.08%
69 VANGUARD INDEX FDS 3,852 357 0.08%
70 GILEAD SCIENCES INC 4,916 348 0.08%
71 TEAM HEALTH HOLDINGS INC 7,703 345 0.08%
72 WELLS FARGO CO NEW 6,721 334 0.08%
73 SCRIPPS NETWORKS INTERACT IN 4,388 333 0.08%
74 EXXON MOBIL CORP 3,350 327 0.08%
75 VANGUARD INDEX FDS 2,402 225 0.05%
76 VANGUARD INDEX FDS 1,257 156 0.04%
77 ISHARES TR 2,190 154 0.04%
78 VANGUARD INDEX FDS 1,684 139 0.03%
79 JOHNSON & JOHNSON 1,349 133 0.03%
80 VANGUARD BD INDEX FDS 1,599 130 0.03%
81 VERIZON COMMUNICATIONS INC 2,621 125 0.03%
82 ISHARES 3,411 119 0.03%
83 INTERNATIONAL BUSINESS MACHS 588 113 0.03%
84 VANGUARD BD INDEX FDS 1,361 109 0.03%
85 VANGUARD SCOTTSDALE FDS 1,278 109 0.03%
86 TESLA INC 500 104 0.02%
87 APPLE INC 174 93 0.02%
88 VANGUARD WORLD FD 865 92 0.02%
89 VANGUARD INDEX FDS 1,175 92 0.02%
90 VANGUARD WORLD FDS 900 91 0.02%
91 VANGUARD INTL EQUITY INDEX F 1,780 90 0.02%
92 VANGUARD WORLD FD 975 89 0.02%
93 VANGUARD INDEX FDS 779 88 0.02%
94 VANGUARD INTL EQUITY INDEX F 1,485 88 0.02%
95 VANGUARD WORLD FDS 820 87 0.02%
96 VANGUARD INTL EQUITY INDEX F 1,462 86 0.02%
97 ISHARES TR 970 76 0.02%
98 TWITTER INC 1,500 70 0.02%
99 ISHARES 1,498 68 0.02%
100 VANGUARD INDEX FDS 662 67 0.02%
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