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Latest Pillar Wealth Advisors, LLC Stock Portfolio

$3,346Thousand | No. of Holdings #10

About Pillar Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2024-11-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Pillar Wealth Advisors, LLC reported an equity portfolio of $3.3 Millions as of 30 Sep, 2024. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 05 Nov, 2024
$3,346Thousand
  as of Nov 05, 2024

Pillar Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

  • Performance

New Buys

No new stocks were added by Pillar Wealth Advisors, LLC

Additions

No additions were made to existing positions by Pillar Wealth Advisors, LLC

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

  • Others
  • Technology
Sector%
Others92.2
Technology7.8

Market Cap. Distribution

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED92.2
MEGA-CAP7.8

Stocks belong to which Index?

  • Others
  • S&P 500
Index%
Others92.2
S&P 5007.8
Top 5 Winners (%)%
AAPL
apple inc
8.2 %
Top 5 Winners ($)$
AAPL
apple inc
0.1 M
Top 5 Losers (%)%
Top 5 Losers ($)$

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

$3.35MTotal Value
58.00Positions
05 Nov, 2024Last Reported
Current holdings of Current Stock Holdings of Pillar Wealth Advisors, LLC, last reported on 05 Nov, 2024. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Pillar Wealth Advisors, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Pillar Wealth Advisors, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Pillar Wealth Advisors, LLC's holding in Pacer Fds Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Pillar Wealth Advisors, LLC's holding in Innovator Etfs Trust over time
10.32%9,117
$345.2K
10.32%
decreased 52.96 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Pillar Wealth Advisors, LLC's holding in Innovator Etfs Trust over time
6.77%5,593
$226.4K
6.77%
decreased 87.05 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Pillar Wealth Advisors, LLC's holding in Innovator Etfs Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Pillar Wealth Advisors, LLC's holding in Innovator Etfs Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Pillar Wealth Advisors, LLC's holding in Innovator Etfs Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Pillar Wealth Advisors, LLC's holding in Innovator Etfs Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Pillar Wealth Advisors, LLC's holding in Innovator Etfs Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Pillar Wealth Advisors, LLC's holding in Innovator Etfs Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Pillar Wealth Advisors, LLC's holding in Innovator Etfs Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Pillar Wealth Advisors, LLC's holding in Innovator Etfs Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Pillar Wealth Advisors, LLC's holding in Innovator Etfs Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Pillar Wealth Advisors, LLC's holding in Innovator Etfs Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Pillar Wealth Advisors, LLC's holding in Innovator Etfs Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Pillar Wealth Advisors, LLC's holding in Innovator Etfs Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Pillar Wealth Advisors, LLC's holding in Innovator Etfs Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off