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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
101 NORFOLK SOUTHERN CORP 3,910 380 0.09%
102 NUVEEN PFD INCOME OPPORTUN 1,000 9 0.00%
103 Nielsen Holdings B.V. 46,145 2,059 0.48%
104 ORACLE CORP 493 20 0.00%
105 Omnicare Inc (Acquired 8/18/2015) 33,501 1,999 0.47%
106 PEPSICO INC 356 30 0.01%
107 PFIZER INC 743 24 0.01%
108 PHILIP MORRIS INTL INC 100 8 0.00%
109 PHILLIPS 66 4,960 382 0.09%
110 PNC FINL SVCS GROUP INC 4,560 397 0.09%
111 POWERSHARES ETF TRUST II 769,431 19,090 4.47%
112 POWERSHS DB MULTI SECT COMM 200 6 0.00%
113 PROCTER AND GAMBLE CO 200 16 0.00%
114 QUALCOMM INC 4,960 391 0.09%
115 SCANA 200 10 0.00%
116 SCRIPPS NETWORKS INTERACT IN 4,388 333 0.08%
117 SEAGATE TECHNOLOGY PLC 44,396 2,493 0.58%
118 SELECT SECTOR SPDR TR 339,029 12,324 2.88%
119 SELECT SECTOR SPDR TR 252,150 11,922 2.79%
120 SELECT SECTOR SPDR TR 222,026 12,986 3.04%
121 SEMPRA ENERGY 12 1 0.00%
122 SILVER WHEATON CORP 250 6 0.00%
123 SMUCKER J M CO 2 0 0.00%
124 SOLAZYME INC 500 6 0.00%
125 SPDR S&P 500 ETF TR 200 37 0.01%
126 SPDR SER TR 619,678 19,191 4.49%
127 SPDR SER TR 416,791 20,169 4.72%
128 ST JUDE MED INC 36,910 2,414 0.57%
129 SUPER MICRO COMPUTER INC COM 23,164 402 0.09%
130 TARGET CORP 100 6 0.00%
131 TEAM HEALTH HOLDINGS INC 7,703 345 0.08%
132 TESLA INC 500 104 0.02%
133 THERMO FISHER SCIENTIFIC INC 23,145 2,783 0.65%
134 TRANSOCEAN LTD 17 1 0.00%
135 TWITTER INC 1,500 70 0.02%
136 UGI CORP NEW 53,070 2,421 0.57%
137 VANGUARD BD INDEX FDS 1,599 130 0.03%
138 VANGUARD BD INDEX FDS 1,361 109 0.03%
139 VANGUARD INDEX FDS 2,402 225 0.05%
140 VANGUARD INDEX FDS 779 88 0.02%
141 VANGUARD INDEX FDS 662 67 0.02%
142 VANGUARD INDEX FDS 1,175 92 0.02%
143 VANGUARD INDEX FDS 1,257 156 0.04%
144 VANGUARD INDEX FDS 1,684 139 0.03%
145 VANGUARD INDEX FDS 3,852 357 0.08%
146 VANGUARD INTL EQUITY INDEX F 1,780 90 0.02%
147 VANGUARD INTL EQUITY INDEX F 1,485 88 0.02%
148 VANGUARD INTL EQUITY INDEX F 1,462 86 0.02%
149 VANGUARD SCOTTSDALE FDS 1,278 109 0.03%
150 VANGUARD SCOTTSDALE FDS 827 66 0.02%
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