0001582968-22-000002.txt : 20221012 0001582968-22-000002.hdr.sgml : 20221012 20221012093200 ACCESSION NUMBER: 0001582968-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221012 DATE AS OF CHANGE: 20221012 EFFECTIVENESS DATE: 20221012 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: 221305697 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 true false 0001582968 XXXXXXXX 09-30-2022 09-30-2022 Polaris Wealth Advisory Group, LLC

824 E STREET SAN RAFAEL CA 94901

13F HOLDINGS REPORT 028-15561 N James R Mason 2489551602 James R Mason Rochester Hills MI 10-12-2022 0 624 1189186 false INFORMATION TABLE 2 PolarisWealth3Q2022.xml ABBVIE INC COM 00287Y109 36083 260885 SH SOLE 0 0 0 260885 ADOBE SYSTEMS INCORPORATED COM 00724F101 852 2983 SH SOLE 0 0 0 2983 ADVANCED MICRO DEVICES INC COM 007903107 621 10743 SH SOLE 0 0 0 10743 AGILENT TECHNOLOGIES INC COM 00846U101 239 1900 SH SOLE 0 0 0 1900 AGNICO EAGLE MINES LTD COM 008474108 247 5870 SH SOLE 0 0 0 5870 ALPHABET INC CAP STK CL A 02079K305 8990 91864 SH SOLE 0 0 0 91864 ALPHABET INC CAP STK CL C 02079K107 1018 10313 SH SOLE 0 0 0 10313 AMAZON COM INC COM 023135106 3395 29868 SH SOLE 0 0 0 29868 AMERICAN ELEC PWR CO INC COM 025537101 311 3682 SH SOLE 0 0 0 3682 AMERICAN TOWER CORP NEW COM 03027X100 11186 59006 SH SOLE 0 0 0 59006 AMERICAN WTR WKS CO INC NEW COM 030420103 13278 104191 SH SOLE 0 0 0 104191 AMERISOURCEBERGEN CORP COM 03073E105 6110 44396 SH SOLE 0 0 0 44396 AMGEN INC COM 031162100 329 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