Pillar Financial Advisors, LLC Portfolio Holdings

Pillar Financial Advisors, LLC

  • $134 Billion
  • Q1 2025

Pillar Financial Advisors, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Small C with a value of $16.1B, Dimensional ETF Tr U S Equity with a value of $15.7B, Dimensional ETF Tr Us Marketwi with a value of $14.6B, Dimensional ETF Tr Dimensional with a value of $13.7B, and Dimensional ETF Trust with a value of $10.6B.

Examining the 13F form we can see an increase of $3.55B in the current position value, from $131B to 134B.

Pillar Financial Advisors, LLC is based out at Louisville, KY

Below you can find more details about Pillar Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
ETFs: $109 Billion
Financial Services: $1.51 Billion
Healthcare: $251 Million
Utilities: $154 Million
Technology: $114 Million
Real Estate: $94 Million
Energy: $39.9 Million
Consumer Cyclical: $6.04 Million
Other: $5.53 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25.9B
$105 Million 0.08% of portfolio
1,041
Q4 2024 New
$13B
$94 Million 0.07% of portfolio
1,489
Q4 2024 New
$88.9B
$33.9 Million 0.03% of portfolio
500
Q4 2024 New
$46.7B
$33.6 Million 0.03% of portfolio
600
Q4 2024 New
$64.1B
$39.9 Million 0.03% of portfolio
1,400
Q4 2024 New
$93.2B
$38.2 Million 0.03% of portfolio
1,684
Q4 2024 New
$195B
$27.4 Million 0.02% of portfolio
55
Q4 2024 New
$34.1B
$15.9 Million 0.01% of portfolio
924
Q1 2025 Added 193.33%
$47.7B
$4.18 Million 0.0% of portfolio
35
Q4 2024 New
$19.9B
$16,000 0.0% of portfolio
1
Q4 2024 New
$26.9B
$902,000 0.0% of portfolio
23
Q4 2024 New
$59.2B
$5.53 Million 0.0% of portfolio
15
Q1 2025 New
$64B
$6.67 Million 0.0% of portfolio
83
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $134 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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