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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)
Original 13F HR (0001144204-14-063911) filed in 2014.10.30
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES NASDAQ BIOTECHNOLOGY ETF 854 503 0.11%
2 ISHARES TR 3,030 249 0.06%
3 CHEVRON CORP NEW 3,113 371 0.08%
4 FLEETCOR TECHNOLOGIES INC 3,230 459 0.10%
5 BERKSHIRE HATHAWAY INC DE CL B NEW 3,350 463 0.10%
6 VANGUARD INDEX FDS 4,390 356 0.08%
7 NORFOLK SOUTHERN CORP 4,520 504 0.11%
8 UNITED RENTALS INC 4,540 504 0.11%
9 KEURIG GREEN MTN INC 5,183 674 0.15%
10 SCRIPPS NETWORKS INTERACT IN 5,213 407 0.09%
11 GILEAD SCIENCES INC 5,601 596 0.13%
12 VERIZON COMMUNICATIONS INC 5,621 281 0.06%
13 APPLE COMPUTER INC 6,867 692 0.16%
14 Medtronic Inc 7,650 474 0.11%
15 Ball Corporation 7,730 489 0.11%
16 TEAM HEALTH HOLDINGS INC 8,868 514 0.12%
17 Lifepoint Hospitals Inc 11,355 483 0.11%
18 MCKESSON CORP 15,005 2,921 0.66%
19 ISHARES RUSSELL 3000 ETF 15,278 1,784 0.40%
20 ISHARES TR 17,613 1,489 0.33%
21 INTEL CORP 17,816 620 0.14%
22 GENERAL DYNAMICS CORP 23,075 2,933 0.66%
23 ANHEUSER BUSCH INBEV SA/NV 23,485 2,603 0.58%
24 JOHNSON & JOHNSON 25,334 2,700 0.61%
25 HELMERICH & PAYNE INC 26,294 2,573 0.58%
26 RAYTHEON CO 27,175 2,762 0.62%
27 WESTERN DIGITAL CORP 28,370 2,761 0.62%
28 LYONDELLBASELL INDUSTRIES N 28,532 3,100 0.70%
29 MOODYS CORP 30,835 2,914 0.65%
30 LEAR CORP 31,040 2,682 0.60%
31 EXPEDIA INC DEL 31,165 2,731 0.61%
32 HESS CORP 32,911 3,104 0.70%
33 MASTERCARD INCORPORATED 33,263 2,459 0.55%
34 CVS HEALTH CORP 36,228 2,883 0.65%
35 PROCTER AND GAMBLE CO 36,907 3,091 0.69%
36 XEROX CORP 36,915 488 0.11%
37 AVAGO TECHNOLOGIES LTD SHS 38,936 3,387 0.76%
38 FIDELITY NATL INFORMATION SV 46,500 2,618 0.59%
39 ACACIA RESH CORP 49,077 760 0.17%
40 WELLS FARGO & CO NEW 50,096 2,598 0.58%
41 DISCOVER FINL SVCS 52,681 3,392 0.76%
42 TRINITY INDS INC 54,535 2,548 0.57%
43 DELUXE CORP COM 59,155 3,263 0.73%
44 ISHARES TR 79,460 7,985 1.79%
45 ISHARES RUSSELL 2000 GROWTH ETF 84,282 10,931 2.45%
46 LUMEN TECHNOLOGIES INC 84,695 3,463 0.78%
47 PIMCO ETF TR 85,239 8,639 1.94%
48 Hewlett Packard Co 85,435 3,030 0.68%
49 UGI CORP NEW 97,726 3,331 0.75%
50 ISHARES TR 147,933 15,872 3.56%
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