Managing Partner

0001104659-21-051492.txt : 20210419 0001104659-21-051492.hdr.sgml : 20210419 20210416180147 ACCESSION NUMBER: 0001104659-21-051492 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210419 DATE AS OF CHANGE: 20210416 EFFECTIVENESS DATE: 20210419 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: 21832581 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 03-31-2021 03-31-2021 false Polaris Wealth Advisory Group, LLC

824 E Street San Rafael CA 94901

13F HOLDINGS REPORT 028-15561 N Jeffrey Powell Managing Partner 415-263-5600 /s/ Jeffrey Powell San Rafael CA 04-15-2021 0 171 1560177 INFORMATION TABLE 2 infotable.xml SPDR SER TR PORTFOLIO INTRMD 78464A375 9406 258832 SH SOLE 0 0 258832 PFIZER INC COM 717081103 353 9632 SH SOLE 0 0 9632 DISNEY WALT CO COM 254687106 1081 5754 SH SOLE 0 0 5754 PLANET FITNESS INC CL A 72703H101 7764 90555 SH SOLE 0 0 90555 SPDR SER TR BLMBRG BRC CNVRT 78464A359 47636 555848 SH SOLE 0 0 555848 CAMBRIA ETF TR TRINITY 132061839 414 15277 SH SOLE 0 0 15277 DRAFTKINGS INC COM CL A 26142R104 614 9850 SH SOLE 0 0 9850 ACTIVISION BLIZZARD INC COM 00507V109 574 5988 SH SOLE 0 0 5988 GENERAL ELECTRIC CO COM 369604103 38869 2858044 SH SOLE 0 0 2858044 ISHARES TR EXPND TEC SC ETF 464287549 530 1375 SH SOLE 0 0 1375 MASTERCARD INCORPORATED CL A 57636Q104 321 845 SH SOLE 0 0 845 SPDR S&P 500 ETF TR TR UNIT 78462F103 1033 2512 SH SOLE 0 0 2512 ISHARES TR TIPS BD ETF 464287176 7244 57790 SH SOLE 0 0 57790 PEPSICO INC COM 713448108 227 1590 SH SOLE 0 0 1590 INTUITIVE SURGICAL INC COM NEW 46120E602 629 802 SH SOLE 0 0 802 BK OF AMERICA CORP COM 060505104 245 6127 SH SOLE 0 0 6127 SELECT SECTOR SPDR TR ENERGY 81369Y506 733 15203 SH SOLE 0 0 15203 SNAP ON INC COM 833034101 8700 36930 SH SOLE 0 0 36930 EXELIXIS INC COM 30161Q104 231 10000 SH SOLE 0 0 10000 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 681 1341 SH SOLE 0 0 1341 COSTCO WHSL CORP NEW COM 22160K105 7953 21897 SH SOLE 0 0 21897 CATERPILLAR INC COM 149123101 14276 61869 SH SOLE 0 0 61869 PROGRESSIVE CORP COM 743315103 601 6282 SH SOLE 0 0 6282 AT&T INC COM 00206R102 338 11253 SH SOLE 0 0 11253 APPLE INC COM 037833100 48865 367416 SH SOLE 0 0 367416 HUNTINGTON BANCSHARES INC COM 446150104 225 13834 SH SOLE 0 0 13834 AMAZON COM INC COM 023135106 2829 839 SH SOLE 0 0 839 SOUTHWEST AIRLS CO COM 844741108 7290 114954 SH SOLE 0 0 114954 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 655 2276 SH SOLE 0 0 2276 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 204 880 SH SOLE 0 0 880 MERCK & CO. 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