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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 ISHARES TR 726,146 52,725 11.74%
2 SPDR SER TR 661,286 20,473 4.56%
3 ISHARES TR 530,906 21,188 4.72%
4 ISHARES TR 359,781 32,481 7.23%
5 SELECT SECTOR SPDR TR 336,096 12,889 2.87%
6 ISHARES TR 285,087 12,638 2.81%
7 SELECT SECTOR SPDR TR 251,287 12,474 2.78%
8 ISHARES TR 241,571 21,635 4.82%
9 SPDR INDEX SHS FDS 230,567 12,185 2.71%
10 SELECT SECTOR SPDR TR 219,006 13,322 2.97%
11 ISHARES TR 204,394 23,593 5.25%
12 ISHARES TR 192,222 20,314 4.52%
13 ISHARES TR 191,372 20,936 4.66%
14 ISHARES TR 188,210 9,561 2.13%
15 PIMCO ETF TR 169,808 17,219 3.83%
16 ISHARES TR 160,713 17,392 3.87%
17 ISHARES TR 149,926 13,633 3.04%
18 ISHARES TR 135,428 11,452 2.55%
19 ISHARES TR 90,591 12,962 2.89%
20 ISHARES RUSSELL 2000 GROWTH ETF 78,355 10,846 2.41%
21 UGI CORP NEW 56,665 2,862 0.64%
22 American Water Works, Inc. 54,635 2,702 0.60%
23 DELUXE CORP COM 51,760 3,032 0.68%
24 Nielsen Holdings B.V. 49,165 2,380 0.53%
25 ACACIA RESH CORP 49,077 871 0.19%
26 VERIZON COMMUNICATIONS INC 47,077 2,303 0.51%
27 DISCOVER FINL SVCS 45,636 2,829 0.63%
28 AMDOCS LTD 45,115 2,090 0.47%
29 Baker Hughes Inc. 41,083 3,059 0.68%
30 ST JUDE MED INC 39,690 2,749 0.61%
31 FIDELITY NATL INFORMATION SV 39,300 2,151 0.48%
32 Omnicare Inc (Acquired 8/18/2015) 35,530 2,365 0.53%
33 XEROX CORP 34,205 426 0.09%
34 ASSURANT INC 34,121 2,237 0.50%
35 AVAGO TECHNOLOGIES LTD SHS 33,996 2,450 0.55%
36 DELPHI AUTOMOTIVE PLC 33,614 2,311 0.51%
37 PROCTER AND GAMBLE CO 31,380 2,466 0.55%
38 CVS HEALTH CORP 30,933 2,331 0.52%
39 PHILLIPS 66 30,750 2,473 0.55%
40 HESS CORP 28,505 2,819 0.63%
41 MASTERCARD INCORPORATED 27,388 2,012 0.45%
42 LEAR CORP 26,910 2,404 0.54%
43 MOODYS CORP 26,485 2,322 0.52%
44 LYONDELLBASELL INDUSTRIES N 24,987 2,440 0.54%
45 WESTERN DIGITAL CORP 24,300 2,243 0.50%
46 HELMERICH & PAYNE INC 22,204 2,578 0.57%
47 GENERAL DYNAMICS CORP 19,865 2,315 0.52%
48 ANHEUSER BUSCH INBEV SA/NV 19,855 2,282 0.51%
49 GILEAD SCIENCES INC 19,781 1,640 0.37%
50 INTEL CORP 16,875 521 0.12%
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