Pillar Wealth Advisors, LLC Portfolio Holdings

Pillar Wealth Advisors, LLC

  • $3.35 Billion
  • Q3 2024

Pillar Wealth Advisors, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.35 Billion distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $717M, Capital Group Core Plus Income with a value of $473M, Innovator U.S. Equity Power Bu with a value of $345M, Schwab Strategic U.S. Mid Cap with a value of $345M, and Capital Group Core Plus Income with a value of $285M.

Examining the 13F form we can see an increase of $3.28B in the current position value, from $67.6M to 3.35B.

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

Portfolio value $3.35 Billion
ETFs: $2.61 Billion
Technology: $262 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$717 Million 21.42% of portfolio
10,565
Q3 2024 Reduced 93.9%
-
$473 Million 14.13% of portfolio
-
Q3 2024 Reduced 91.49%
$0
$345 Million 10.32% of portfolio
9,117
Q3 2024 Reduced 52.96%
$0
$345 Million 10.31% of portfolio
4,151
Q3 2024 Reduced 93.62%
$0
$285 Million 8.52% of portfolio
12,326
Q3 2024 Reduced 7.5%
$0
$274 Million 8.19% of portfolio
1,529
Q3 2024 Reduced 95.45%
$3.85T
$262 Million 7.83% of portfolio
1,124
Q3 2024 Reduced 74.22%
$0
$226 Million 6.77% of portfolio
5,593
Q3 2024 Reduced 87.05%
$0
$212 Million 6.33% of portfolio
2,818
Q3 2024 Reduced 95.63%
$0
$207 Million 6.19% of portfolio
3,925
Q3 2024 Reduced 94.95%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $3.35 Billion
  • Prior Value $67.6 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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