Pillar Wealth Advisors, LLC Portfolio Holdings

Pillar Wealth Advisors, LLC

  • $105 Million
  • Q1 2024

Pillar Wealth Advisors, LLC has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $105 Million distributed in 71 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 $18.9M, Ishares Msci Usa Quality Facto with a value of $9.42M, Schwab Strategic U.S. Mid Cap with a value of $9.17M, Vanguard Bd Index Fd Inc Total with a value of $7.95M, and Vanguard Ftse Developed Market with a value of $6.83M.

Examining the 13F form we can see an increase of $1.47M in the current position value, from $103M to 105M.

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

Portfolio value $105 Million
ETFs: $95.5 Million
Communication Services: $3.68 Million
Financial Services: $1.32 Million
Technology: $1.02 Million
Healthcare: $979,000
Energy: $242,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.9 Million 18.01% of portfolio
304,233
Q1 2024 Reduced 7.72%
$0
$9.42 Million 8.99% of portfolio
57,329
Q1 2024 Reduced 6.77%
$0
$9.17 Million 8.75% of portfolio
112,663
Q1 2024 Reduced 7.83%
$0
$7.95 Million 7.58% of portfolio
109,422
Q1 2024 Added 4.27%
$0
$6.83 Million 6.51% of portfolio
136,046
Q1 2024 Added 1.03%
$0
$5.53 Million 5.27% of portfolio
10,522
Q1 2024 Added 16.21%
$0
$3.78 Million 3.6% of portfolio
100,723
Q1 2024 Reduced 0.1%
$0
$3.28 Million 3.12% of portfolio
53,929
Q1 2024 Added 480.88%
$0
$3.23 Million 3.08% of portfolio
40,097
Q1 2024 Added 21.86%
$0
$2.05 Million 1.96% of portfolio
63,202
Q1 2024 Added 3.02%
$1.09T
$1.97 Million 1.88% of portfolio
13,075
Q1 2024 Reduced 1.06%
$0
$1.92 Million 1.83% of portfolio
40,271
Q1 2022 Added 1.1%
$0
$1.88 Million 1.8% of portfolio
49,620
Q3 2022 Added 24.6%
$0
$1.83 Million 1.74% of portfolio
16,524
Q1 2024 Reduced 13.54%
$0
$1.75 Million 1.67% of portfolio
53,854
Q1 2024 Reduced 8.81%
$0
$1.52 Million 1.45% of portfolio
31,572
Q1 2024 Reduced 5.14%
$1.12T
$1.3 Million 1.24% of portfolio
8,540
Q1 2024 Reduced 1.61%
$0
$1.27 Million 1.21% of portfolio
12,231
Q1 2024 Reduced 3.01%
$0
$1.25 Million 1.19% of portfolio
25,341
Q1 2024 Reduced 8.87%
$0
$1.21 Million 1.15% of portfolio
43,093
Q4 2023 Added 15.77%
$0
$1.17 Million 1.11% of portfolio
17,340
Q1 2024 Added 0.2%
$0
$1.09 Million 1.03% of portfolio
32,304
Q1 2023 Added 26.66%
$0
$1.07 Million 1.02% of portfolio
30,200
Q1 2024 Reduced 54.27%
$0
$954,000 0.91% of portfolio
30,621
Q4 2023 Reduced 15.13%
$0
$808,000 0.77% of portfolio
3,112
Q1 2024 Added 0.35%
$3.38T
$794,000 0.76% of portfolio
4,633
Q2 2023 Reduced 8.75%
$0
$759,000 0.72% of portfolio
31,925
Q1 2024 Reduced 32.59%
$86B
$759,000 0.72% of portfolio
10,368
Q2 2023 Reduced 0.02%
$0
$749,000 0.71% of portfolio
12,995
Q3 2022 Added 9.62%
$0
$606,000 0.58% of portfolio
15,760
Q3 2023 Added 400.0%
$0
$589,000 0.56% of portfolio
5,479
Q4 2023 Added 109.12%
$0
$568,000 0.54% of portfolio
9,790
Q1 2024 Reduced 49.03%
$0
$510,000 0.49% of portfolio
18,085
Q3 2022 Added 9.2%
$0
$475,000 0.45% of portfolio
12,168
Q1 2024 Added 7.61%
$0
$468,000 0.45% of portfolio
20,868
Q1 2024 Added 0.06%
$0
$427,000 0.41% of portfolio
12,529
Q1 2024 Added 21.79%
$172B
$407,000 0.39% of portfolio
9,403
Q4 2023 New
$0
$405,000 0.39% of portfolio
1,177
Q4 2022 Added 5.28%
$0
$395,000 0.38% of portfolio
10,745
Q4 2021 New
$0
$402,000 0.38% of portfolio
6,683
Q1 2024 Added 5.76%
$0
$393,000 0.37% of portfolio
3,753
Q4 2023 Added 81.74%
$0
$374,000 0.36% of portfolio
10,850
Q4 2022 Reduced 19.93%
$0
$331,000 0.32% of portfolio
4,147
Q1 2024 Reduced 6.75%
$0
$325,000 0.31% of portfolio
1,922
Q3 2023 Reduced 22.19%
$0
$316,000 0.3% of portfolio
3,937
Q1 2024 Reduced 66.46%
$0
$305,000 0.29% of portfolio
3,952
Q1 2024 Reduced 36.49%
$0
$296,000 0.28% of portfolio
10,935
Q1 2024 Reduced 26.98%
$0
$253,000 0.24% of portfolio
2,593
Q1 2024 New
$480B
$242,000 0.23% of portfolio
2,083
Q4 2023 Reduced 0.95%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $105 Million
  • Prior Value $103 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 06, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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