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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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