Latest Pillar Wealth Advisors, LLC Stock Portfolio
About Pillar Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Pillar Wealth Advisors, LLC reported an equity portfolio of $3.3 Millions as of 30 Sep, 2024.
The top stock holdings of Pillar Wealth Advisors, LLC are FNDA, CGCP, BAPR. The fund has invested 21.4% of it's portfolio in SCHWAB STRATEGIC TR and 14.1% of portfolio in CAPITAL GRP FIXED INCM ETF T.
The fund managers got completely rid off ISHARES TR (IJR), INNOVATOR ETFS TRUST (BAPR) and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in VANGUARD BD INDEX FDS (BIV), ISHARES TR (IBCE) and VANGUARD TAX-MANAGED FDS (VEA).
The top stock holdings of Pillar Wealth Advisors, LLC are FNDA, CGCP, BAPR. The fund has invested 21.4% of it's portfolio in SCHWAB STRATEGIC TR and 14.1% of portfolio in CAPITAL GRP FIXED INCM ETF T.
The fund managers got completely rid off ISHARES TR (IJR), INNOVATOR ETFS TRUST (BAPR) and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in VANGUARD BD INDEX FDS (BIV), ISHARES TR (IBCE) and VANGUARD TAX-MANAGED FDS (VEA).
Pillar Wealth Advisors, LLC Annual Return Estimates Vs S&P 500
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard bd index fds | -95.63 |
| ishares tr | -95.45 |
| vanguard tax-managed fds | -94.95 |
| schwab strategic tr | -93.9 |
| schwab strategic tr | -93.62 |
| capital grp fixed incm etf t | -91.49 |
| innovator etfs trust | -87.05 |
| apple inc | -74.22 |
Pillar Wealth Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| innovator etfs trust | -2,889,130 |
| innovator etfs trust | -2,314,480 |
| innovator etfs trust | -2,080,820 |
| innovator etfs trust | -1,613,570 |
| innovator etfs trust | -1,607,980 |
| powershares actively managed | -1,094,020 |
| capital grp fixed incm etf t | -1,130,110 |
| innovator etfs trust | -1,069,000 |
Pillar Wealth Advisors, LLC got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 92.2 |
| Technology | 7.8 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 92.2 |
| MEGA-CAP | 7.8 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 92.2 |
| S&P 500 | 7.8 |
Pillar Wealth Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Pillar Wealth Advisors, LLC
Last Reported on: 05 Nov, 2024| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| FNDA | schwab strategic tr | 21.42 | 10,565 | 716,835 | reduced | -93.9 | ||
Historical Trend of SCHWAB STRATEGIC TR Position Held By Pillar Wealth Advisors, LLCWhat % of Portfolio is FNDA?:Number of FNDA shares held:Change in No. of Shares Held: | ||||||||
| CGCP | capital grp fixed incm etf t | 14.13 | 17,215 | 472,724 | reduced | -91.49 | ||
| BAPR | innovator etfs trust | 10.32 | 9,117 | 345,170 | reduced | -52.96 | ||
| FNDA | schwab strategic tr | 10.31 | 4,151 | 344,907 | reduced | -93.62 | ||
| CGCP | capital grp fixed incm etf t | 8.52 | 12,326 | 284,977 | reduced | -7.5 | ||
| IBCE | ishares tr | 8.19 | 1,529 | 274,150 | reduced | -95.45 | ||
| AAPL | apple inc | 7.83 | 1,124 | 261,892 | reduced | -74.22 | ||
| BAPR | innovator etfs trust | 6.77 | 5,593 | 226,404 | reduced | -87.05 | ||
| BIV | vanguard bd index fds | 6.33 | 2,818 | 211,660 | reduced | -95.63 | ||
| VEA | vanguard tax-managed fds | 6.20 | 3,925 | 207,279 | reduced | -94.95 | ||
| BAPR | innovator etfs trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAPR | innovator etfs trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAPR | innovator etfs trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAPR | innovator etfs trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAPR | innovator etfs trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAPR | innovator etfs trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAPR | innovator etfs trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAPR | innovator etfs trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAPR | innovator etfs trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAPR | innovator etfs trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
