PW
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Pillar Wealth Advisors, LLC13F | |
| Pillar Wealth Advisors, LLC | |
| Last update 2024-11-05 | 10 Stocks (0 new) |
| Value $3.00 Mil | Turnover 0 % |
| Portfolio Report | |
Pillar Wealth Advisors, LLC Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 31,695 | 716.840 | -81.71% | 21.420 | -11.51% | 0.000 | +12.62% | +25.80% | 52255.858 | ||
CGMU | Capital Group Municipal Income ETF | 17,215 | 472.720 | -91.49% | 14.130 | -6.29% | 0.020 | -0.70% | -0.04% | 2486.018 | ||
PAUG | Innovator U.S. Equity Power Buffer ETF - August | 9,117 | 345.170 | -52.96% | 10.320 | -0.48% | 0.040 | +6.43% | +15.61% | 860.334 | ||
SCHM | Schwab U.S. Mid-Cap ETF | 12,453 | 344.910 | -80.86% | 10.310 | -5.18% | 0.000 | +13.77% | +16.17% | 11835.728 | ||
CGCP | Capital Group Core Plus Income ETF | 12,326 | 284.980 | -7.50% | 8.520 | -0.03% | 0.010 | -1.67% | -1.23% | 2432.914 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 1,529 | 274.150 | -95.45% | 8.190 | -6.92% | 0.000 | +9.21% | +25.10% | 51281.388 | ||
AAPL | Apple Inc | 1,124 | 261.890 | -74.22% | 7.830 | -0.86% | 0.000 | +3.19% | +17.04% | 3389420.991 | Hardware | |
PJUL | Innovator U.S. Equity Power Buffer ETF - July | 5,593 | 226.400 | -87.05% | 6.770 | -1.85% | 0.020 | +6.49% | +13.76% | 983.963 | ||
BND | Vanguard Total Bond Market ETF | 2,818 | 211.660 | -95.63% | 6.330 | -5.61% | 0.000 | -1.99% | -1.41% | 110706.080 | ||
VEA | Vanguard FTSE Developed Markets ETF | 3,925 | 207.280 | -94.95% | 6.190 | -4.61% | 0.000 | +1.00% | +3.15% | 135058.590 |
Pillar Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Pillar Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 2024-09-30 | Reduce | -11.51% | 20.37 ($21.79) 22.62 | $23.65 | 8.54% | Reduce -81.71% | 31,695 | -47,206 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2024-09-30 | Reduce | -6.92% | 162.64 ($173.44) 179.3 | $184.07 | 6.13% | Reduce -95.45% | 1,529 | -32,040 | |
CGMU | Capital Group Municipal Income ETF | 2024-09-30 | Reduce | -6.29% | 26.8 ($27.26) 27.49 | $27.07 | -0.70% | Reduce -91.49% | 17,215 | -185,058 | |
BND | Vanguard Total Bond Market ETF | 2024-09-30 | Reduce | -5.61% | 71.45 ($74) 75.64 | $72.51 | -2.01% | Reduce -95.63% | 2,818 | -61,625 | |
SCHM | Schwab U.S. Mid-Cap ETF | 2024-09-30 | Reduce | -5.18% | 25.16 ($26.59) 27.75 | $29.17 | 9.70% | Reduce -80.86% | 12,453 | -17,537 | |
IVV | iShares Core S&P 500 ETF | 2024-09-30 | Sold Out | -5.01% | 520.18 ($556.01) 576.82 | $599.82 | 7.88% | Sold Out | 0 | -7,229 | |
VEA | Vanguard FTSE Developed Markets ETF | 2024-09-30 | Reduce | -4.61% | 47.6 ($50.85) 53.31 | $49.41 | -2.83% | Reduce -94.95% | 3,925 | -73,758 | |
POCT | Innovator U.S. Equity Power Buffer ETF - October | 2024-09-30 | Sold Out | -3.66% | 37.79 ($38.59) 38.95 | $39.60 | 2.62% | Sold Out | 0 | -75,454 | |
SCHD | Schwab US Dividend Equity ETF | 2024-09-30 | Sold Out | -3.29% | 25.67 ($27.24) 28.35 | $28.91 | 6.13% | Sold Out | 0 | -33,430 | |
PSEP | Innovator U.S. Equity Power Buffer ETF - September | 2024-09-30 | Sold Out | -2.93% | 36.85 ($37.78) 38.53 | $39.16 | 3.65% | Sold Out | 0 | -61,769 |
Pillar Wealth Advisors, LLC Total Holding History ($B)
Pillar Wealth Advisors, LLC's Asset Allocation
Pillar Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Pillar Wealth Advisors, LLC's Hypothetical Growth since 2024-09-30
Pillar Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Pillar Wealth Advisors, LLC's Holdings Heat Map
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Pillar Wealth Advisors, LLC's Holdings Bubble Chart
Pillar Wealth Advisors, LLC News
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