0001104659-21-007099.txt : 20210125 0001104659-21-007099.hdr.sgml : 20210125 20210125143727 ACCESSION NUMBER: 0001104659-21-007099 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210125 DATE AS OF CHANGE: 20210125 EFFECTIVENESS DATE: 20210125 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: 21549340 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 12-31-2020 12-31-2020 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 01-25-2021 0 179 1339038 INFORMATION TABLE 2 infotable.xml SPDR SER TR PORTFOLIO INTRMD 78464A375 10244 277079 SH SOLE 0 0 277079 DISNEY WALT CO COM 254687106 969 5425 SH SOLE 0 0 5425 PFIZER INC COM 717081103 332 8948 SH SOLE 0 0 8948 SPDR SER TR BLMBRG BRC CNVRT 78464A359 41343 478670 SH SOLE 0 0 478670 CAMBRIA ETF TR TRINITY 132061839 384 15277 SH SOLE 0 0 15277 ACTIVISION BLIZZARD INC COM 00507V109 516 5653 SH SOLE 0 0 5653 DRAFTKINGS INC COM CL A 26142R104 427 8210 SH SOLE 0 0 8210 DISCOVER FINL SVCS COM 254709108 7372 75916 SH SOLE 0 0 75916 GENERAL ELECTRIC CO COM 369604103 7460 657860 SH SOLE 0 0 657860 ISHARES TR EXPND TEC SC ETF 464287549 485 1375 SH SOLE 0 0 1375 MASTERCARD INCORPORATED CL A 57636Q104 441 1247 SH SOLE 0 0 1247 SPDR S&P 500 ETF TR TR UNIT 78462F103 858 2251 SH SOLE 0 0 2251 PEPSICO INC COM 713448108 213 1480 SH SOLE 0 0 1480 ISHARES TR TIPS BD ETF 464287176 7579 59777 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