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Pillar Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Pillar Wealth Advisors, LLC

Investment Activity

  • Pillar Wealth Advisors, LLC has $3.35 million in total holdings as of September 30, 2024.
  • Pillar Wealth Advisors, LLC owns shares of 10 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • About 2,450.87% of the portfolio was sold this quarter.
  • This quarter, Pillar Wealth Advisors, LLC has purchased 58 new stocks and bought additional shares in 0 stocks.
  • Pillar Wealth Advisors, LLC sold shares of 10 stocks and completely divested from 48 stocks this quarter.

Largest Sales this Quarter

Schwab US Large-Cap ETF
162,747 shares (about $11.04M)
iShares MSCI USA Quality Factor ETF
32,040 shares (about $5.74M)
Capital Group Municipal Income ETF
185,058 shares (about $5.08M)
Schwab U.S. Mid-Cap ETF
60,912 shares (about $5.06M)
Vanguard Total Bond Market ETF
61,625 shares (about $4.63M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPillar Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$716,835$11,042,380 -93.9%10,56521.4%ETF
CGMU
Capital Group Municipal Income ETF
$472,724$5,081,694 -91.5%17,21514.1%ETF
Innovator U.S. Equity Power Buffer ETF - August stock logo
PAUG
Innovator U.S. Equity Power Buffer ETF - August
$345,170$388,558 -53.0%9,11710.3%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$344,907$5,061,184 -93.6%4,15110.3%ETF
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$284,977$23,120 -7.5%12,3268.5%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$274,150$5,744,778 -95.4%1,5298.2%ETF
Apple Inc. stock logo
AAPL
Apple
$261,892$753,988 -74.2%1,1247.8%Computer and Technology
Innovator U.S. Equity Power Buffer ETF - July stock logo
PJUL
Innovator U.S. Equity Power Buffer ETF - July
$226,404$1,522,287 -87.1%5,5936.8%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$211,660$4,628,654 -95.6%2,8186.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$207,279$3,895,155 -94.9%3,9256.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$0$3,956,132 -100.0%00.0%ETF
Innovator U.S. Equity Power Buffer ETF - October stock logo
POCT
Innovator U.S. Equity Power Buffer ETF - October
$0$2,889,134 -100.0%00.0%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$0$2,599,495 -100.0%00.0%ETF
Innovator U.S. Equity Power Buffer ETF - September stock logo
PSEP
Innovator U.S. Equity Power Buffer ETF - September
$0$2,314,484 -100.0%00.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$0$2,196,252 -100.0%00.0%ETF
Innovator U.S. Equity Power Buffer ETF - November stock logo
PNOV
Innovator U.S. Equity Power Buffer ETF - November
$0$2,080,825 -100.0%00.0%ETF
NOCT
Innovator Growth-100 Power Buffer ETF - October
$0$1,652,501 -100.0%00.0%ETF
Innovator U.S. Equity Power Buffer ETF - May stock logo
PMAY
Innovator U.S. Equity Power Buffer ETF - May
$0$1,613,574 -100.0%00.0%ETF
Innovator U.S. Equity Power Buffer ETF - December stock logo
PDEC
Innovator U.S. Equity Power Buffer ETF - December
$0$1,607,979 -100.0%00.0%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$0$1,504,027 -100.0%00.0%ETF
CGMS
Capital Group U.S. Multi-Sector Income ETF
$0$1,130,109 -100.0%00.0%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$0$1,113,009 -100.0%00.0%ETF
Invesco AAA CLO Floating Rate Note ETF stock logo
ICLO
Invesco AAA CLO Floating Rate Note ETF
$0$1,094,021 -100.0%00.0%ETF
KJUL
Innovator U.S. Small Cap Power Buffer ETF - July
$0$1,069,001 -100.0%00.0%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$0$1,014,173 -100.0%00.0%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$0$1,008,895 -100.0%00.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$0$960,113 -100.0%00.0%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$0$884,268 -100.0%00.0%Computer and Technology
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$0$812,937 -100.0%00.0%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$0$781,494 -100.0%00.0%ETF
Innovator U.S. Equity Power Buffer ETF - April stock logo
PAPR
Innovator U.S. Equity Power Buffer ETF - April
$0$752,815 -100.0%00.0%ETF
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$0$711,348 -100.0%00.0%Medical
EJUL
Innovator MSCI Emerging Markets Power Buffer ETF - July
$0$665,814 -100.0%00.0%ETF
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$0$658,578 -100.0%00.0%Finance
Schwab Fundamental U.S. Large Company Index ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company Index ETF
$0$638,587 -100.0%00.0%ETF
Invesco FTSE RAFI US 1000 ETF stock logo
PRF
Invesco FTSE RAFI US 1000 ETF
$0$598,092 -100.0%00.0%ETF
KAPR
Innovator U.S. Small Cap Power Buffer ETF - April
$0$535,396 -100.0%00.0%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$0$533,457 -100.0%00.0%ETF
NJUL
Innovator Growth-100 Power Buffer ETF - July
$0$523,724 -100.0%00.0%ETF
IJAN
Innovator MSCI EAFE Power Buffer ETF - January
$0$502,476 -100.0%00.0%ETF
IJUL
Innovator MSCI EAFE Power Buffer ETF - July
$0$467,073 -100.0%00.0%ETF
SDVY
First Trust SMID Cap Rising Dividend Archievers ETF
$0$421,063 -100.0%00.0%ETF
CAPITAL GROUP INTERNATIONAL
$0$401,069 -100.0%00.0%SHS
Innovator U.S. Equity Power Buffer ETF - June stock logo
PJUN
Innovator U.S. Equity Power Buffer ETF - June
$0$386,477 -100.0%00.0%ETF
Innovator MSCI EAFE Power Buffer ETF - April stock logo
IAPR
Innovator MSCI EAFE Power Buffer ETF - April
$0$355,928 -100.0%00.0%ETF
IOCT
Innovator International Developed Power Buffer ETF - October
$0$334,061 -100.0%00.0%ETF
CAPITAL GRP FIXED INCM ETF T
$0$332,497 -100.0%00.0%SHORT DURATION M
Innovator U.S. Equity Power Buffer ETF - January stock logo
PJAN
Innovator U.S. Equity Power Buffer ETF - January
$0$305,748 -100.0%00.0%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$0$305,391 -100.0%00.0%ETF
NAPR
Innovator Growth-100 Power Buffer ETF - April
$0$289,383 -100.0%00.0%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$0$267,121 -100.0%00.0%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$0$256,142 -100.0%00.0%Oils/Energy
Adobe Inc. stock logo
ADBE
Adobe
$0$249,993 -100.0%00.0%Computer and Technology
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$0$239,310 -100.0%00.0%ETF
Innovator MSCI Emerging Markets Power Buffer ETF - April stock logo
EAPR
Innovator MSCI Emerging Markets Power Buffer ETF - April
$0$235,048 -100.0%00.0%ETF
NJAN
Innovator Growth-100 Power Buffer ETF - January
$0$206,887 -100.0%00.0%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$0$204,802 -100.0%00.0%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$0$203,501 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data