Latest Pillar Wealth Advisors, LLC Stock Portfolio
$132Million
Equity Portfolio Value
Last Reported on: 07 May, 2024
About Pillar Wealth Advisors, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Pillar Wealth Advisors, LLC reported an equity portfolio of $132.4 Millions as of 31 Mar, 2024.
The top stock holdings of Pillar Wealth Advisors, LLC are FNDA, CGCP, IBCE. The fund has invested 14.3% of it's portfolio in SCHWAB STRATEGIC TR and 7.6% of portfolio in CAPITAL GRP FIXED INCM ETF T.
The fund managers got completely rid off INNOVATOR ETFS TR (BAPR), J P MORGAN EXCHANGE TRADED F (BBAX) and BNY MELLON ETF TRUST (BKAG) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), INNOVATOR ETFS TRUST (BAPR) and PACER FDS TR (AFTY). Pillar Wealth Advisors, LLC opened new stock positions in INVESCO ACTIVELY MANAGED ETF (GSY), ISHARES TR (AGG) and ASTRAZENECA PLC (AZN). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), SCHWAB STRATEGIC TR (FNDA) and INNOVATOR ETFS TRUST (BAPR).
The top stock holdings of Pillar Wealth Advisors, LLC are FNDA, CGCP, IBCE. The fund has invested 14.3% of it's portfolio in SCHWAB STRATEGIC TR and 7.6% of portfolio in CAPITAL GRP FIXED INCM ETF T.
The fund managers got completely rid off INNOVATOR ETFS TR (BAPR), J P MORGAN EXCHANGE TRADED F (BBAX) and BNY MELLON ETF TRUST (BKAG) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), INNOVATOR ETFS TRUST (BAPR) and PACER FDS TR (AFTY). Pillar Wealth Advisors, LLC opened new stock positions in INVESCO ACTIVELY MANAGED ETF (GSY), ISHARES TR (AGG) and ASTRAZENECA PLC (AZN). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), SCHWAB STRATEGIC TR (FNDA) and INNOVATOR ETFS TRUST (BAPR).
New Buys
| Ticker | $ Bought |
|---|---|
| INVESCO ACTIVELY MANAGED ETF | 1,582,830 |
| ISHARES TR | 253,919 |
| ASTRAZENECA PLC | 220,865 |
| VANGUARD INDEX FDS | 203,138 |
New stocks bought by Pillar Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 480 |
| SCHWAB STRATEGIC TR | 21.86 |
| INNOVATOR ETFS TRUST | 21.79 |
| INNOVATOR ETFS TRUST | 17.31 |
| ISHARES TR | 16.21 |
| INNOVATOR ETFS TRUST | 7.61 |
| CAPITAL GROUP DIVIDEND GROWE | 7.08 |
| VANGUARD STAR FDS | 5.76 |
Additions to existing portfolio by Pillar Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| VANGUARD SCOTTSDALE FDS | -66.46 |
| INNOVATOR ETFS TRUST | -54.27 |
| PACER FDS TR | -49.03 |
| VANGUARD SCOTTSDALE FDS | -36.49 |
| INNOVATOR ETFS TRUST | -32.59 |
| INNOVATOR ETFS TRUST | -26.98 |
| INNOVATOR ETFS TRUST | -16.49 |
| ISHARES TR | -13.54 |
Pillar Wealth Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| INNOVATOR ETFS TR | -627,392 |
| J P MORGAN EXCHANGE TRADED F | -592,733 |
| BNY MELLON ETF TRUST | -454,643 |
Pillar Wealth Advisors, LLC got rid off the above stocks
Current Stock Holdings of Pillar Wealth Advisors, LLC
Last Reported on: 07 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.60 | 4,633 | 794,480 | UNCHANGED | 0.00 | |
| AAXJ | ISHARES TR | 0.96 | 12,231 | 1,269,420 | REDUCED | -3.01 | |
| AAXJ | ISHARES TR | 0.44 | 5,479 | 589,540 | UNCHANGED | 0.00 | |
| AAXJ | ISHARES TR | 0.30 | 3,753 | 393,052 | UNCHANGED | 0.00 | |
| ADBE | ADOBE INC | 0.17 | 450 | 227,070 | UNCHANGED | 0.00 | |
| AFTY | PACER FDS TR | 0.43 | 9,790 | 568,897 | REDUCED | -49.03 | |
| AGG | ISHARES TR | 4.18 | 10,522 | 5,531,780 | ADDED | 16.21 | |
| AGG | ISHARES TR | 2.47 | 53,929 | 3,275,660 | ADDED | 480 | |
| AGG | ISHARES TR | 1.38 | 16,524 | 1,826,260 | REDUCED | -13.54 | |
| AGG | ISHARES TR | 0.25 | 4,147 | 331,179 | REDUCED | -6.75 | |
| AGG | ISHARES TR | 0.19 | 2,593 | 253,919 | NEW | ||
| AZN | ASTRAZENECA PLC | 0.17 | 3,260 | 220,865 | NEW | ||
| BALT | INNOVATOR ETFS TRUST | 0.88 | 38,910 | 1,167,690 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 2.85 | 100,723 | 3,776,100 | REDUCED | -0.1 | |
| BAPR | INNOVATOR ETFS TRUST | 2.57 | 95,577 | 3,397,760 | REDUCED | -0.41 | |
| BAPR | INNOVATOR ETFS TRUST | 2.30 | 83,481 | 3,047,060 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 1.77 | 64,116 | 2,346,500 | REDUCED | -1.19 | |
| BAPR | INNOVATOR ETFS TRUST | 1.45 | 40,271 | 1,915,830 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 1.42 | 49,620 | 1,884,570 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 1.32 | 53,854 | 1,748,660 | REDUCED | -8.81 | |
| BAPR | INNOVATOR ETFS TRUST | 0.91 | 43,093 | 1,210,050 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 0.82 | 32,304 | 1,085,090 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 0.81 | 30,200 | 1,068,480 | REDUCED | -54.27 | |
| BAPR | INNOVATOR ETFS TRUST | 0.72 | 30,621 | 954,150 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 0.57 | 12,995 | 749,150 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 0.57 | 31,925 | 759,882 | REDUCED | -32.59 | |
| BAPR | INNOVATOR ETFS TRUST | 0.52 | 23,556 | 681,711 | REDUCED | -10.56 | |
| BAPR | INNOVATOR ETFS TRUST | 0.49 | 22,246 | 643,354 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 0.45 | 19,069 | 596,574 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 0.45 | 13,044 | 593,632 | REDUCED | -16.49 | |
| BAPR | INNOVATOR ETFS TRUST | 0.38 | 18,085 | 510,178 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 0.36 | 12,168 | 475,890 | ADDED | 7.61 | |
| BAPR | INNOVATOR ETFS TRUST | 0.32 | 12,529 | 427,991 | ADDED | 21.79 | |
| BAPR | INNOVATOR ETFS TRUST | 0.30 | 10,745 | 395,523 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 0.28 | 10,850 | 374,542 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 0.22 | 10,935 | 296,995 | REDUCED | -26.98 | |
| BAPR | INNOVATOR ETFS TRUST | 0.20 | 5,938 | 258,778 | ADDED | 17.31 | |
| BAPR | INNOVATOR ETFS TRUST | 0.17 | 8,010 | 228,009 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TRUST | 0.15 | 8,053 | 202,211 | UNCHANGED | 0.00 | |
| BAPR | INNOVATOR ETFS TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIV | VANGUARD BD INDEX FDS | 6.00 | 109,422 | 7,947,320 | ADDED | 4.27 | |
| BKAG | BNY MELLON ETF TRUST | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.24 | 3,937 | 316,968 | REDUCED | -66.46 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.23 | 3,952 | 305,529 | REDUCED | -36.49 | |
| BNDX | VANGUARD CHARLOTTE FDS | 0.18 | 4,808 | 236,529 | ADDED | 1.63 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 7.60 | 372,520 | 10,061,800 | REDUCED | -2.29 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 1.05 | 51,543 | 1,393,710 | ADDED | 1.28 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 0.42 | 21,535 | 553,665 | UNCHANGED | 0.00 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 0.35 | 20,868 | 468,685 | ADDED | 0.06 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.55 | 63,202 | 2,054,080 | ADDED | 3.02 | |
| CMCSA | COMCAST CORP NEW | 0.31 | 9,403 | 407,620 | UNCHANGED | 0.00 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.46 | 15,760 | 606,287 | UNCHANGED | 0.00 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.25 | 1,922 | 325,529 | UNCHANGED | 0.00 | |
| FNDA | SCHWAB STRATEGIC TR | 14.26 | 304,233 | 18,880,700 | REDUCED | -7.72 | |
| FNDA | SCHWAB STRATEGIC TR | 6.93 | 112,663 | 9,174,160 | REDUCED | -7.83 | |
| FNDA | SCHWAB STRATEGIC TR | 2.44 | 40,097 | 3,232,990 | ADDED | 21.86 | |
| FNDA | SCHWAB STRATEGIC TR | 1.15 | 31,572 | 1,522,100 | REDUCED | -5.14 | |
| FNDA | SCHWAB STRATEGIC TR | 0.94 | 25,341 | 1,247,810 | REDUCED | -8.87 | |
| FNDA | SCHWAB STRATEGIC TR | 0.88 | 17,340 | 1,168,520 | ADDED | 0.2 | |
| GILD | GILEAD SCIENCES INC | 0.57 | 10,368 | 759,456 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 1.49 | 13,075 | 1,973,410 | REDUCED | -1.06 | |
| GOOG | ALPHABET INC | 0.98 | 8,540 | 1,300,300 | REDUCED | -1.61 | |
| GSY | INVESCO ACTIVELY MANAGED ETF | 1.20 | 61,805 | 1,582,830 | NEW | ||
| IBCE | ISHARES TR | 7.11 | 57,329 | 9,422,060 | REDUCED | -6.77 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 1.00 | 9,622 | 1,322,350 | REDUCED | -1.69 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.15 | 136,046 | 6,825,450 | ADDED | 1.03 | |
| VOO | VANGUARD INDEX FDS | 0.61 | 3,112 | 808,795 | ADDED | 0.35 | |
| VOO | VANGUARD INDEX FDS | 0.31 | 1,177 | 405,123 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 0.15 | 2,366 | 204,584 | ADDED | 0.64 | |
| VOO | VANGUARD INDEX FDS | 0.15 | 1,159 | 203,138 | NEW | ||
| VXUS | VANGUARD STAR FDS | 0.30 | 6,683 | 403,014 | ADDED | 5.76 | |
| XOM | EXXON MOBIL CORP | 0.18 | 2,083 | 242,128 | UNCHANGED | 0.00 | |
| CAPITAL GROUP DIVIDEND GROWE | 0.76 | 35,036 | 1,003,080 | ADDED | 7.08 |