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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 (2014Q2)
Original 13F HR (0001144204-14-047000) filed in 2014.08.05
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 2,595 210 0.05%
2 VANGUARD INDEX FDS 3,939 342 0.08%
3 WELLS FARGO & CO NEW 6,721 353 0.08%
4 SCRIPPS NETWORKS INTERACT IN 4,663 378 0.08%
5 ICF INTL INC COM 11,027 390 0.09%
6 TEAM HEALTH HOLDINGS INC 8,168 408 0.09%
7 QUALCOMM INC 5,270 417 0.09%
8 BERKSHIRE HATHAWAY INC DE CL B NEW 3,350 424 0.09%
9 XEROX CORP 34,205 426 0.09%
10 NORFOLK SOUTHERN CORP 4,155 428 0.10%
11 PNC FINL SVCS GROUP INC 4,850 432 0.10%
12 UNITED RENTALS INC 4,225 442 0.10%
13 CHEVRON CORP NEW 3,406 445 0.10%
14 Ball Corporation 7,165 449 0.10%
15 Medtronic Inc 7,035 449 0.10%
16 BorgWarner Inc. 7,117 464 0.10%
17 ISHARES NASDAQ BIOTECHNOLOGY ETF 794 464 0.10%
18 LEGG MASON INC 9,210 473 0.11%
19 ENDO INTL PLC 7,024 492 0.11%
20 Lifepoint Hospitals Inc 10,625 512 0.11%
21 INTEL CORP 16,875 521 0.12%
22 ISHARES MSCI ACWI EX US IDX FD 11,627 558 0.12%
23 KEURIG GREEN MTN INC 4,988 622 0.14%
24 ACACIA RESH CORP 49,077 871 0.19%
25 GILEAD SCIENCES INC 19,781 1,640 0.37%
26 MASTERCARD INCORPORATED 27,388 2,012 0.45%
27 AMDOCS LTD 45,115 2,090 0.47%
28 FIDELITY NATL INFORMATION SV 39,300 2,151 0.48%
29 ASSURANT INC 34,121 2,237 0.50%
30 WESTERN DIGITAL CORP 24,300 2,243 0.50%
31 ANHEUSER BUSCH INBEV SA/NV 19,855 2,282 0.51%
32 VERIZON COMMUNICATIONS INC 47,077 2,303 0.51%
33 DELPHI AUTOMOTIVE PLC 33,614 2,311 0.51%
34 GENERAL DYNAMICS CORP 19,865 2,315 0.52%
35 MOODYS CORP 26,485 2,322 0.52%
36 CVS HEALTH CORP 30,933 2,331 0.52%
37 Omnicare Inc (Acquired 8/18/2015) 35,530 2,365 0.53%
38 Nielsen Holdings B.V. 49,165 2,380 0.53%
39 MCKESSON CORP 12,845 2,392 0.53%
40 LEAR CORP 26,910 2,404 0.54%
41 LYONDELLBASELL INDUSTRIES N 24,987 2,440 0.54%
42 AVAGO TECHNOLOGIES LTD SHS 33,996 2,450 0.55%
43 PROCTER AND GAMBLE CO 31,380 2,466 0.55%
44 PHILLIPS 66 30,750 2,473 0.55%
45 HELMERICH & PAYNE INC 22,204 2,578 0.57%
46 American Water Works, Inc. 54,635 2,702 0.60%
47 ST JUDE MED INC 39,690 2,749 0.61%
48 HESS CORP 28,505 2,819 0.63%
49 DISCOVER FINL SVCS 45,636 2,829 0.63%
50 UGI CORP NEW 56,665 2,862 0.64%
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