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Pillar Wealth Advisors

Latest statistics and disclosures from Pillar Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, CGMU, SCHM, QUAL, BND, and represent 42.29% of Pillar Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV, IJH, CGDG, BND, SCHD, CGSM, CMCSA, IJR, VXUS, CGMU.
Started 5 new stock positions in CGDG, VNQ, CGSM, CMCSA, VXUS.
Reduced shares in these 10 stocks: SCHX, SCHM, QUAL, DAVA, PFE, SCHA, KAPR, SCHO, EFG, EJAN.
Sold out of its positions in DAVA, PFE.
Pillar Wealth Advisors was a net buyer of stock by $4.3M.
Pillar Wealth Advisors has $130M in assets under management (AUM), dropping by 12.36%.
Central Index Key (CIK): 0001632226

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Positions held by Pillar Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Pillar Wealth Advisors

Pillar Wealth Advisors holds 70 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	14.3	$19M	-6%	330k	56.40	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	8.0	$10M	+3%	381k	27.08	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	7.1	$9.2M	-7%	122k	75.32	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	7.0	$9.0M	-5%	62k	147.14	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.9	$7.7M	+10%	105k	73.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.0	$6.5M		135k	47.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.3	$4.3M	+58%	9.1k	477.61	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)	2.8	$3.6M		101k	36.12	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV)	2.5	$3.3M		96k	34.44	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP)	2.2	$2.9M		84k	34.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.0	$2.6M	+59%	9.3k	277.14	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.9	$2.5M	+39%	33k	76.13	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC)	1.8	$2.3M		65k	35.10	View chart
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)	1.7	$2.2M		66k	33.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$2.1M	+24%	19k	108.25	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY)	1.4	$1.9M		59k	31.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$1.8M	-2%	13k	139.69	View chart
Innovator Etfs Tr Grwt100 Pwr Buf (NOCT)	1.4	$1.8M		40k	45.80	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.4	$1.8M	+10%	61k	29.84	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)	1.4	$1.8M		50k	36.19	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.2	$1.6M	-7%	33k	48.45	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.1	$1.4M		51k	26.99	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$1.3M	-11%	28k	47.24	View chart
Intercontinental Exchange (ICE)	1.0	$1.3M	-4%	9.8k	128.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$1.2M		8.7k	140.93	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$1.2M	-9%	13k	96.85	View chart
Innovator Etfs Tr Us Sml Cp Pwr B (KJUL)	0.9	$1.2M	+15%	43k	27.08	View chart
Innovator Etfs Tr Emrgng Mkt July (EJUL)	0.9	$1.1M	-3%	47k	23.63	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.8	$1.1M		17k	61.94	View chart
Innovator Etfs Tr Quity Managd Flr (SFLR)	0.8	$1.1M		39k	27.33	View chart
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR)	0.8	$1.1M		32k	32.69	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$999k		19k	51.99	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.7	$954k		12k	81.28	View chart
Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR)	0.7	$893k	-15%	31k	29.17	View chart
Apple (AAPL)	0.7	$892k		4.6k	192.53	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.7	$889k	NEW	33k	27.16	View chart
Gilead Sciences (GILD)	0.6	$840k		10k	81.01	View chart
Innovator Etfs Tr Emrgng Mkt Jan (EJAN)	0.6	$755k	-7%	26k	28.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$736k		3.1k	237.23	View chart
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL)	0.6	$716k		13k	55.10	View chart
Innovator Etfs Tr GRWT100 PWR BF (NAPR)	0.5	$695k		16k	44.48	View chart
Innovator Etfs Tr Emerging Mkt Pwr (EOCT)	0.5	$627k		27k	23.66	View chart
Innovator Etfs Tr International Dv (IOCT)	0.5	$622k		22k	27.94	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$594k	+109%	5.5k	108.41	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.5	$593k	+13%	12k	50.23	View chart
Innovator Etfs Tr Intrnl Dev Jan (IJAN)	0.4	$580k		19k	30.40	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.4	$556k	NEW	22k	25.84	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.4	$555k		16k	35.20	View chart
Innovator Etfs Tr Intrnl Dev July (IJUL)	0.4	$491k		18k	27.12	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$482k		6.2k	77.37	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.4	$473k		21k	22.70	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	0.4	$455k		11k	42.49	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN)	0.3	$421k		11k	37.24	View chart
Comcast Corp Cl A (CMCSA)	0.3	$412k	NEW	9.4k	43.85	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$396k	+81%	3.8k	105.43	View chart
Innovator Etfs Tr Intrnl Dev Aprl (IAPR)	0.3	$385k		15k	25.73	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR)	0.3	$383k		11k	35.62	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$366k	NEW	6.3k	57.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$366k		1.2k	310.88	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN)	0.3	$362k		11k	33.38	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB)	0.3	$336k		10k	32.65	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$335k		4.4k	75.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$303k		1.9k	157.80	View chart
Adobe Systems Incorporated (ADBE)	0.2	$269k		450.00	596.60	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$234k	+8%	4.7k	49.36	View chart
Innovator Etfs Tr Us Sml Cp Pwr B (KOCT)	0.2	$220k		8.0k	27.52	View chart
Innovator Etfs Tr GRWT100 PWR BF (NJAN)	0.2	$211k		5.1k	41.69	View chart
Exxon Mobil Corporation (XOM)	0.2	$208k		2.1k	99.98	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$208k	NEW	2.4k	88.35	View chart
Innovator Etfs Tr Emrgng Mkt April (EAPR)	0.2	$203k	-14%	8.1k	25.15	View chart

Past Filings by Pillar Wealth Advisors

SEC 13F filings are viewable for Pillar Wealth Advisors going back to 2021

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

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