0001104659-20-115249.txt : 20201015 0001104659-20-115249.hdr.sgml : 20201015 20201015141342 ACCESSION NUMBER: 0001104659-20-115249 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201015 DATE AS OF CHANGE: 20201015 EFFECTIVENESS DATE: 20201015 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Polaris Wealth Advisory Group, LLC CENTRAL INDEX KEY: 0001582968 IRS NUMBER: 452613011 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15561 FILM NUMBER: 201241274 BUSINESS ADDRESS: STREET 1: 824 E STREET CITY: SAN RAFAEL STATE: CA ZIP: 94901 BUSINESS PHONE: (415) 263-5600 MAIL ADDRESS: STREET 1: 824 E STREET CITY: SAN RAFAEL STATE: CA ZIP: 94901 FORMER COMPANY: FORMER CONFORMED NAME: Polaris Greystone Financial Group, LLC DATE OF NAME CHANGE: 20160212 FORMER COMPANY: FORMER CONFORMED NAME: Polaris Wealth Advisers, LLC DATE OF NAME CHANGE: 20130731 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001582968 XXXXXXXX 09-30-2020 09-30-2020 false Polaris Wealth Advisory Group, LLC

824 E Street San Rafael CA 94901

13F HOLDINGS REPORT 028-15561 N Jeffrey Powell 415-263-5600 /s/ Jeffrey Powell San Rafael CA 10-15-2020 0 154 1063712 INFORMATION TABLE 2 infotable.xml OLLIES BARGAIN OUTLET HLDGS COM 681116109 282 3053 SH SOLE 0 0 3053 SPDR SER TR PORTFOLIO INTRMD 78464A375 9336 254330 SH SOLE 0 0 254330 PFIZER INC COM 717081103 18343 499121 SH SOLE 0 0 499121 AMYRIS INC COM NEW 03236M200 53 16736 SH SOLE 0 0 16736 PLANET FITNESS INC CL A 72703H101 3971 63556 SH SOLE 0 0 63556 SPDR SER TR BLMBRG BRC CNVRT 78464A359 38237 546248 SH SOLE 0 0 546248 CAMBRIA ETF TR TRINITY 132061839 345 15277 SH SOLE 0 0 15277 DISNEY WALT CO COM DISNEY 254687106 672 5450 SH SOLE 0 0 5450 DISCOVER FINL SVCS COM 254709108 5153 81577 SH SOLE 0 0 81577 GENERAL ELECTRIC CO COM 369604103 82 12729 SH SOLE 0 0 12729 ISHARES TR EXPND TEC SC ETF 464287549 430 1375 SH SOLE 0 0 1375 MASTERCARD INCORPORATED CL A 57636Q104 16216 47242 SH SOLE 0 0 47242 SPDR S&P 500 ETF TR TR UNIT 78462F103 765 2251 SH SOLE 0 0 2251 PEPSICO INC COM 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