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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, QUAL, SCHM, BND, and represent 41.90% of Pillar Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH, ICLO, IVV, SCHD, BND, AGG, AZN, VXF, PFEB, VEA.
Started 4 new stock positions in AGG, VXF, ICLO, AZN.
Reduced shares in these 10 stocks: SCHX, PAUG, SCHM, QUAL, VCIT, EOCT, JPST, COWZ, BKAG, EJUL.
Sold out of its positions in BKAG, EOCT, JPST.
Pillar Wealth Advisors was a net seller of stock by $-2.0M.
Pillar Wealth Advisors has $132M in assets under management (AUM), dropping by 2.02%.
Central Index Key (CIK): 0001632226

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Portfolio Holdings for Pillar Wealth Advisors

Pillar Wealth Advisors holds 71 positions in its portfolio as reported in the March 2024 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	-7%	304k	62.06	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	7.6	$10M	-2%	373k	27.01	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	7.1	$9.4M	-6%	57k	164.35	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	6.9	$9.2M	-7%	113k	81.43	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.0	$7.9M	+4%	109k	72.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.2	$6.8M		136k	50.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.2	$5.5M	+16%	11k	525.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	2.9	$3.8M		101k	37.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	2.6	$3.4M		96k	35.55	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.5	$3.3M	+480%	54k	60.74	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.4	$3.2M	+21%	40k	80.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	2.3	$3.0M		84k	36.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	1.8	$2.3M		64k	36.60	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.6	$2.1M	+3%	63k	32.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$2.0M		13k	150.93	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	1.4	$1.9M		40k	47.57	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	1.4	$1.9M		50k	37.98	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$1.8M	-13%	17k	110.52	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	1.3	$1.7M	-8%	54k	32.47	View chart
Invesco Actively Managed Etf Aaa Clo Fltng Rt (ICLO)	1.2	$1.6M	NEW	62k	25.61	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.1	$1.5M	-5%	32k	48.21	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.1	$1.4M		52k	27.04	View chart
Intercontinental Exchange (ICE)	1.0	$1.3M		9.6k	137.43	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$1.3M		8.5k	152.26	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.0	$1.3M	-3%	12k	103.79	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.9	$1.2M	-8%	25k	49.24	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.9	$1.2M		43k	28.08	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.9	$1.2M		17k	67.39	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.9	$1.2M		39k	30.01	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.8	$1.1M		32k	33.59	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.8	$1.1M	-54%	30k	35.38	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.8	$1.0M	+7%	35k	28.63	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.7	$954k		31k	31.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$809k		3.1k	259.90	View chart
Apple (AAPL)	0.6	$795k		4.6k	171.48	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.6	$760k	-32%	32k	23.80	View chart
Gilead Sciences (GILD)	0.6	$760k		10k	73.25	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.6	$749k		13k	57.65	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.5	$682k	-10%	24k	28.94	View chart
Innovator Etfs Trust International Dv (IOCT)	0.5	$643k		22k	28.92	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.5	$606k		16k	38.47	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.5	$597k		19k	31.29	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.4	$594k	-16%	13k	45.51	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$590k		5.5k	107.60	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$569k	-49%	9.8k	58.11	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.4	$554k		22k	25.71	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.4	$510k		18k	28.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.4	$476k	+7%	12k	39.11	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.4	$469k		21k	22.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.3	$428k	+21%	13k	34.16	View chart
Comcast Corp Cl A (CMCSA)	0.3	$408k		9.4k	43.35	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$405k		1.2k	344.20	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$403k	+5%	6.7k	60.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.3	$396k		11k	36.81	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$393k		3.8k	104.73	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.3	$375k		11k	34.52	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$331k	-6%	4.1k	79.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$326k		1.9k	169.37	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$317k	-66%	3.9k	80.51	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$306k	-36%	4.0k	77.31	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$297k	-26%	11k	27.16	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.2	$259k	+17%	5.9k	43.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$254k	NEW	2.6k	97.92	View chart
Exxon Mobil Corporation (XOM)	0.2	$242k		2.1k	116.24	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$237k		4.8k	49.19	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.2	$228k		8.0k	28.47	View chart
Adobe Systems Incorporated (ADBE)	0.2	$227k		450.00	504.60	View chart
Astrazeneca Sponsored Adr (AZN)	0.2	$221k	NEW	3.3k	67.75	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$205k		2.4k	86.47	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$203k	NEW	1.2k	175.27	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.2	$202k		8.1k	25.11	View chart

Past Filings by Pillar Wealth Advisors

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

Pillar Wealth Advisors 2024 Q1 filed May 7, 2024
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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