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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 (2014Q3)
Portfolio Summary: 67 holdings with a total value of $445,486,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 INTEL CORP 17,816 620,000 0.14%
52 GILEAD SCIENCES INC 5,601 596,000 0.13%
53 TEAM HEALTH HOLDINGS INC 8,868 514,000 0.12%
54 NORFOLK SOUTHERN CORP 4,520 504,000 0.11%
55 UNITED RENTALS INC 4,540 504,000 0.11%
56 ISHARES NASDAQ BIOTECHNOLOGY ETF 854 503,000 0.11%
57 Ball Corporation 7,730 489,000 0.11%
58 XEROX CORP 36,915 488,000 0.11%
59 Lifepoint Hospitals Inc 11,355 483,000 0.11%
60 Medtronic Inc 7,650 474,000 0.11%
61 BERKSHIRE HATHAWAY INC DE CL B NEW 3,350 463,000 0.10%
62 FLEETCOR TECHNOLOGIES INC 3,230 459,000 0.10%
63 SCRIPPS NETWORKS INTERACT IN 5,213 407,000 0.09%
64 CHEVRON CORP NEW 3,113 371,000 0.08%
65 VANGUARD INDEX FDS 4,390 356,000 0.08%
66 VERIZON COMMUNICATIONS INC 5,621 281,000 0.06%
67 ISHARES TR 3,030 249,000 0.06%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-14-063911, filed 2014.10.30).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.