Managing Partner

0001144204-18-007875.txt : 20180213 0001144204-18-007875.hdr.sgml : 20180213 20180213153421 ACCESSION NUMBER: 0001144204-18-007875 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180213 DATE AS OF CHANGE: 20180213 EFFECTIVENESS DATE: 20180213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Polaris Greystone Financial 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: 18602859 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 Wealth Advisers, LLC DATE OF NAME CHANGE: 20130731 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001582968 XXXXXXXX 12-31-2017 12-31-2017 false Polaris Greystone Financial 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 02-13-2018 0 143 1218090 INFORMATION TABLE 2 infotable.xml PFIZER INC COM 717081103 229 6328 SH SOLE 0 0 6328 RAYTHEON CO COM NEW 755111507 24024 127890 SH SOLE 0 0 127890 DISNEY WALT CO COM DISNEY 254687106 562 5224 SH SOLE 0 0 5224 MASTERCARD INCORPORATED CL A 57636Q104 326 2153 SH SOLE 0 0 2153 SPDR S&P 500 ETF TR TR UNIT 78462F103 791 2962 SH SOLE 0 0 2962 STATE STR CORP COM 857477103 491 5030 SH SOLE 0 0 5030 XPO LOGISTICS INC COM 983793100 2823 30822 SH SOLE 0 0 30822 HSBC HLDGS PLC SPON ADR NEW 404280406 2126 41169 SH SOLE 0 0 41169 TOTAL SYS SVCS INC COM 891906109 14512 183482 SH SOLE 0 0 183482 EXELIXIS INC COM 30161Q104 304 10000 SH SOLE 0 0 10000 HARRIS CORP DEL COM 413875105 2219 15662 SH SOLE 0 0 15662 PEPSICO INC COM 713448108 243 2025 SH SOLE 0 0 2025 COSTCO WHSL CORP NEW COM 22160K105 277 1491 SH SOLE 0 0 1491 DANAHER CORP DEL COM 235851102 23490 253069 SH SOLE 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