Managing Partner

0001104659-21-127089.txt : 20211018 0001104659-21-127089.hdr.sgml : 20211018 20211018132603 ACCESSION NUMBER: 0001104659-21-127089 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211018 DATE AS OF CHANGE: 20211018 EFFECTIVENESS DATE: 20211018 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: 211327927 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 09-30-2021 09-30-2021 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 10-18-2021 0 167 1670919 INFORMATION TABLE 2 infotable.xml DISNEY WALT CO COM 254687106 32265 181559 SH SOLE 0 0 181559 PFIZER INC COM 717081103 22792 533267 SH SOLE 0 0 533267 SPDR SER TR BLMBRG BRC CNVRT 78464A359 58092 674788 SH SOLE 0 0 674788 CAMBRIA ETF TR TRINITY 132061839 422 15277 SH SOLE 0 0 15277 PLANET FITNESS INC CL A 72703H101 1179 14785 SH SOLE 0 0 14785 ACTIVISION BLIZZARD INC COM 00507V109 1248 16135 SH SOLE 0 0 16135 ISHARES TR EXPND TEC SC ETF 464287549 565 1375 SH SOLE 0 0 1375 MICRON TECHNOLOGY INC COM 595112103 25778 365444 SH SOLE 0 0 365444 MASTERCARD INCORPORATED CL A 57636Q104 244 690 SH SOLE 0 0 690 BALL CORP COM 058498106 392 4264 SH SOLE 0 0 4264 SPDR S&P 500 ETF TR TR UNIT 78462F103 1093 2492 SH SOLE 0 0 2492 PEPSICO INC COM 713448108 232 1480 SH SOLE 0 0 1480 LIVE NATION ENTERTAINMENT IN COM 538034109 1290 13033 SH SOLE 0 0 13033 INTUITIVE 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