Pillar Wealth Advisors
Latest statistics and disclosures from Pillar Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, CGMU, PAUG, SCHM, CGCP, and represent 64.69% of Pillar Wealth Advisors's stock portfolio.
- Reduced shares in these 10 stocks: SCHX (-$20M), QUAL (-$10M), CGMU (-$9.8M), SCHM (-$9.0M), BND (-$8.0M), VEA (-$7.0M), IVV (-$5.5M), POCT, PNOV, IJH.
- Sold out of its positions in ADBE, GOOG, GOOGL, AZN, CGDV, CGMS, CGSM, CGDG, CMCSA, XOM.
- Pillar Wealth Advisors was a net seller of stock by $-133M.
- Pillar Wealth Advisors has $3.3M in assets under management (AUM), dropping by -97.47%.
- Central Index Key (CIK): 0001632226
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Portfolio Holdings for Pillar Wealth Advisors
Pillar Wealth Advisors holds 10 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 21.4 | $717k | -96% | 11k | 67.85 |
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 14.1 | $473k | -95% | 17k | 27.46 |
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 10.3 | $345k | -69% | 9.1k | 37.86 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 10.3 | $345k | -96% | 4.2k | 83.09 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 8.5 | $285k | -40% | 12k | 23.12 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 8.2 | $274k | -97% | 1.5k | 179.30 |
|
| Apple (AAPL) | 7.8 | $262k | -75% | 1.1k | 233.00 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 6.8 | $226k | -88% | 5.6k | 40.48 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 6.3 | $212k | -97% | 2.8k | 75.11 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.2 | $207k | -97% | 3.9k | 52.81 |
|
Past Filings by Pillar Wealth Advisors
SEC 13F filings are viewable for Pillar Wealth Advisors going back to 2021
- Pillar Wealth Advisors 2024 Q3 filed Nov. 5, 2024
- Pillar Wealth Advisors 2024 Q1 filed May 7, 2024
- Pillar Wealth Advisors 2023 Q4 filed Feb. 5, 2024
- Pillar Wealth Advisors 2023 Q3 filed Nov. 8, 2023
- Pillar Wealth Advisors 2023 Q2 filed Aug. 4, 2023
- Pillar Wealth Advisors 2023 Q1 filed May 8, 2023
- Pillar Wealth Advisors 2022 Q4 filed Feb. 10, 2023
- Pillar Wealth Advisors 2022 Q3 filed Nov. 7, 2022
- Pillar Wealth Advisors 2022 Q2 filed Aug. 5, 2022
- Pillar Wealth Advisors 2022 Q1 filed May 9, 2022
- Pillar Wealth Advisors 2021 Q4 filed Feb. 10, 2022