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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 XEROX CORP 36,915 488 0.11%
2 WESTERN DIGITAL CORP 28,370 2,761 0.62%
3 WELLS FARGO & CO NEW 50,096 2,598 0.58%
4 VERIZON COMMUNICATIONS INC 5,621 281 0.06%
5 VANGUARD INDEX FDS 4,390 356 0.08%
6 UNITED RENTALS INC 4,540 504 0.11%
7 UGI CORP NEW 97,726 3,331 0.75%
8 TRINITY INDS INC 54,535 2,548 0.57%
9 TEAM HEALTH HOLDINGS INC 8,868 514 0.12%
10 Spdr Ser Tr Nuveen Barcl 367,470 8,968 2.01%
11 SELECT SECTOR SPDR TR 215,589 13,778 3.09%
12 SELECT SECTOR SPDR TR 251,659 12,480 2.80%
13 SELECT SECTOR SPDR TR 332,646 13,273 2.98%
14 SCRIPPS NETWORKS INTERACT IN 5,213 407 0.09%
15 RAYTHEON CO 27,175 2,762 0.62%
16 PROCTER AND GAMBLE CO 36,907 3,091 0.69%
17 PIMCO ETF TR 85,239 8,639 1.94%
18 NORFOLK SOUTHERN CORP 4,520 504 0.11%
19 Medtronic Inc 7,650 474 0.11%
20 MOODYS CORP 30,835 2,914 0.65%
21 MCKESSON CORP 15,005 2,921 0.66%
22 MASTERCARD INCORPORATED 33,263 2,459 0.55%
23 Lifepoint Hospitals Inc 11,355 483 0.11%
24 LYONDELLBASELL INDUSTRIES N 28,532 3,100 0.70%
25 LUMEN TECHNOLOGIES INC 84,695 3,463 0.78%
26 LEAR CORP 31,040 2,682 0.60%
27 KEURIG GREEN MTN INC 5,183 674 0.15%
28 JOHNSON & JOHNSON 25,334 2,700 0.61%
29 ISHARES TR 600,343 54,073 12.14%
30 ISHARES TR 196,976 20,738 4.66%
31 ISHARES TR 3,030 249 0.06%
32 ISHARES TR 188,766 21,302 4.78%
33 ISHARES TR 182,025 11,162 2.51%
34 ISHARES TR 234,187 20,690 4.64%
35 ISHARES TR 242,424 22,213 4.99%
36 ISHARES TR 541,964 21,418 4.81%
37 ISHARES TR 147,933 15,872 3.56%
38 ISHARES TR 229,045 11,642 2.61%
39 ISHARES TR 331,243 23,187 5.20%
40 ISHARES TR 17,613 1,489 0.33%
41 ISHARES TR 285,320 12,106 2.72%
42 ISHARES TR 158,289 17,113 3.84%
43 ISHARES TR 79,460 7,985 1.79%
44 ISHARES TR 196,935 21,488 4.82%
45 ISHARES RUSSELL 3000 ETF 15,278 1,784 0.40%
46 ISHARES RUSSELL 2000 GROWTH ETF 84,282 10,931 2.45%
47 ISHARES NASDAQ BIOTECHNOLOGY ETF 854 503 0.11%
48 ISHARES MSCI ACWI EX US IDX FD 295,101 13,421 3.01%
49 INTEL CORP 17,816 620 0.14%
50 Hewlett Packard Co 85,435 3,030 0.68%
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