Pillar Wealth Advisors, LLC Portfolio Holdings

Pillar Wealth Advisors, LLC

  • $67.6 Million
  • Q2 2024

Pillar Wealth Advisors, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $67.6 Million distributed in 58 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 $11.1M, Ishares Msci Usa Quality Facto with a value of $5.73M, Schwab Strategic U.S. Mid Cap with a value of $5.06M, Vanguard Bd Index Fd Inc Total with a value of $4.64M, and Ishares Core S&P 500 ETF with a value of $3.96M.

Examining the 13F form we can see an decrease of $37.3M in the current position value, from $105M to 67.6M.

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

Portfolio value $67.6 Million
ETFs: $61.1 Million
Communication Services: $1.84 Million
Technology: $1.17 Million
Healthcare: $711,000
Financial Services: $658,000
Energy: $256,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $67.6 Million
  • Prior Value $105 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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