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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 (2015Q3)
Original 13F HR (0001144204-15-064200) filed in 2015.11.10
#
Name
Shares
Value ($)
%
Options
Notes
1 ALLERGAN PLC 1,738 472 0.10%
2 BERKSHIRE HATHAWAY INC DEL 1,950 254 0.05%
3 FACEBOOK INC 2,500 225 0.05%
4 VANGUARD INDEX FDS 2,921 224 0.05%
5 OCCIDENTAL PETE CORP DEL 3,105 205 0.04%
6 DANAHER CORP DEL 4,510 384 0.08%
7 SCANA 4,805 270 0.06%
8 BOEING CO 5,341 699 0.14%
9 FISERV INC 6,250 541 0.11%
10 PHILLIPS 66 7,205 554 0.11%
11 VERIZON COMMUNICATIONS INC 7,354 320 0.07%
12 MARATHON PETE CORP 8,220 381 0.08%
13 FLUOR CORP NEW 9,676 410 0.08%
14 APPLE INC 9,806 1,082 0.22%
15 ISHARES TR 9,806 332 0.07%
16 HOLOGIC INC 9,885 387 0.08%
17 AT&T INC 10,464 341 0.07%
18 SPDR S&P 500 ETF TR 10,499 2,012 0.41%
19 CHEVRON CORP NEW 11,168 881 0.18%
20 HARTFORD FINL SVCS GROUP INC 13,364 612 0.13%
21 XL Group plc 13,975 508 0.10%
22 ISHARES RUSSELL 3000 ETF 18,287 2,083 0.43%
23 ISHARES TR 19,107 834 0.17%
24 VANGUARD SCOTTSDALE FDS 38,151 3,041 0.62%
25 ADVANCE AUTO PARTS INC 43,301 8,207 1.68%
26 PARTNERRE LTD 59,372 8,246 1.69%
27 AVAGO TECHNOLOGIES LTD SHS 62,406 7,801 1.60%
28 EXPEDIA INC DEL 63,342 7,454 1.52%
29 ANHEUSER BUSCH INBEV SA/NV 64,678 6,877 1.41%
30 ISHARES TR 66,070 6,559 1.34%
31 AETNA INC NEW 66,612 7,288 1.49%
32 AMERISOURCEBERGEN CORP 70,152 6,664 1.36%
33 CVS HEALTH CORP 70,713 6,822 1.40%
34 STRYKER CORP 71,560 6,734 1.38%
35 GLOBAL PMTS INC 72,164 8,279 1.69%
36 MOODYS CORP 72,650 7,134 1.46%
37 ACCENTURE PLC IRELAND 74,193 7,290 1.49%
38 TESORO CORP 74,661 7,260 1.48%
39 ISHARES RUSSELL 2000 GROWTH ETF 82,500 11,053 2.26%
40 ISHARES TR 83,219 11,450 2.34%
41 MASTERCARD INCORPORATED 83,510 7,526 1.54%
42 TARGET CORP 94,939 7,468 1.53%
43 J2 GLOBAL INC 97,372 6,899 1.41%
44 VALERO ENERGY CORP NEW 110,820 6,660 1.36%
45 ISHARES TR 121,373 11,487 2.35%
46 WELLS FARGO & CO NEW 123,648 6,349 1.30%
47 ISHARES TR 134,324 14,725 3.01%
48 ISHARES TR 138,419 14,505 2.97%
49 NASDAQ OMX GROUP 140,131 7,473 1.53%
50 Spdr Ser Tr Nuveen Barcl 146,267 3,563 0.73%
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