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Size ($ in 1000's)
At 12/31/2023: $129,811
At 09/30/2023: $115,528
Pillar Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pillar Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Pillar Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Pillar Wealth Advisors LLC.
In the Pillar Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Pillar Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Pillar Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SCHWAB STRATEGIC TR |
329,685 |
-23,333 |
$18,594 | | SCHX | 329,685 | -23,333 | $18,594 | | CAPITAL GRP FIXED INCM ETF T (CGMU) |
381,264 |
+13,476 |
$10,325 | | CGMU | 381,264 | +13,476 | $10,325 | | SCHWAB STRATEGIC TR |
122,239 |
-10,231 |
$9,207 | | SCHM | 122,239 | -10,231 | $9,207 | | ISHARES TR (QUAL) |
61,494 |
-3,452 |
$9,048 | | QUAL | 61,494 | -3,452 | $9,048 | | VANGUARD BD INDEX FDS (BND) |
104,939 |
+10,161 |
$7,718 | | BND | 104,939 | +10,161 | $7,718 | | VANGUARD TAX MANAGED FDS (VEA) |
134,658 |
+2,268 |
$6,450 | | VEA | 134,658 | +2,268 | $6,450 | | ISHARES TR (IVV) |
9,054 |
+3,343 |
$4,324 | | IVV | 9,054 | +3,343 | $4,324 | | INNOVATOR ETFS TR (POCT) |
100,823 |
-41 |
$3,642 | | POCT | 100,823 | -41 | $3,642 | | INNOVATOR ETFS TR (PNOV) |
95,969 |
-792 |
$3,305 | | PNOV | 95,969 | -792 | $3,305 | | INNOVATOR ETFS TR (PSEP) |
83,481 |
UNCH |
$2,902 | | PSEP | 83,481 | UNCH | $2,902 | | ISHARES TR (IJH) |
9,284 |
+3,467 |
$2,573 | | IJH | 9,284 | +3,467 | $2,573 | | SCHWAB STRATEGIC TR |
32,904 |
+9,306 |
$2,505 | | SCHD | 32,904 | +9,306 | $2,505 | | INNOVATOR ETFS TR (PDEC) |
64,887 |
UNCH |
$2,278 | | PDEC | 64,887 | UNCH | $2,278 | | INNOVATOR ETFS TR (PAUG) |
66,042 |
-570 |
$2,204 | | PAUG | 66,042 | -570 | $2,204 | | ISHARES TR (IJR) |
19,112 |
+3,731 |
$2,069 | | IJR | 19,112 | +3,731 | $2,069 | | INNOVATOR ETFS TR (PMAY) |
59,059 |
UNCH |
$1,859 | | PMAY | 59,059 | UNCH | $1,859 | | ALPHABET INC |
13,215 |
-365 |
$1,846 | | GOOGL | 13,215 | -365 | $1,846 | | INNOVATOR ETFS TR (NOCT) |
40,271 |
UNCH |
$1,844 | | NOCT | 40,271 | UNCH | $1,844 | | CAPITAL GROUP DIVIDEND VALUE |
61,352 |
+6,078 |
$1,831 | | CGDV | 61,352 | +6,078 | $1,831 | | INNOVATOR ETFS TR (PJUL) |
49,620 |
UNCH |
$1,796 | | PJUL | 49,620 | UNCH | $1,796 | | SCHWAB STRATEGIC TR |
33,282 |
-2,729 |
$1,613 | | SCHO | 33,282 | -2,729 | $1,613 | | CAPITAL GRP FIXED INCM ETF T (CGMS) |
50,894 |
+609 |
$1,374 | | CGMS | 50,894 | +609 | $1,374 | | SCHWAB STRATEGIC TR |
27,808 |
-3,517 |
$1,314 | | SCHA | 27,808 | -3,517 | $1,314 | | INTERCONTINENTAL EXCHANGE IN (ICE) |
9,787 |
-440 |
$1,257 | | ICE | 9,787 | -440 | $1,257 | | ALPHABET INC |
8,680 |
UNCH |
$1,223 | | GOOG | 8,680 | UNCH | $1,223 | | ISHARES TR (EFG) |
12,610 |
-1,282 |
$1,221 | | EFG | 12,610 | -1,282 | $1,221 | | INNOVATOR ETFS TR (KJUL) |
43,093 |
+5,871 |
$1,167 | | KJUL | 43,093 | +5,871 | $1,167 | | INNOVATOR ETFS TR (EJUL) |
47,357 |
-1,799 |
$1,119 | | EJUL | 47,357 | -1,799 | $1,119 | | SCHWAB STRATEGIC TR |
17,306 |
+41 |
$1,072 | | FNDX | 17,306 | +41 | $1,072 | | INNOVATOR ETFS TR (SFLR) |
38,910 |
UNCH |
$1,063 | | SFLR | 38,910 | UNCH | $1,063 | | INNOVATOR ETFS TR (PAPR) |
32,304 |
UNCH |
$1,056 | | PAPR | 32,304 | UNCH | $1,056 | | PACER FDS TR |
19,207 |
UNCH |
$999 | | COWZ | 19,207 | UNCH | $999 | | VANGUARD SCOTTSDALE FDS (VCIT) |
11,739 |
UNCH |
$954 | | VCIT | 11,739 | UNCH | $954 | | INNOVATOR ETFS TR (KAPR) |
30,621 |
-5,460 |
$893 | | KAPR | 30,621 | -5,460 | $893 | | APPLE INC |
4,633 |
UNCH |
$892 | | AAPL | 4,633 | UNCH | $892 | | CAPITAL GROUP DIVIDEND GROWE |
32,719 |
+32,719 |
$889 | | CGDG | 32,719 | +32,719 | $889 | | GILEAD SCIENCES INC |
10,368 |
UNCH |
$840 | | GILD | 10,368 | UNCH | $840 | | INNOVATOR ETFS TR (EJAN) |
26,337 |
-2,266 |
$755 | | EJAN | 26,337 | -2,266 | $755 | | VANGUARD INDEX FDS (VTI) |
3,101 |
+28 |
$736 | | VTI | 3,101 | +28 | $736 | | INNOVATOR ETFS TR (NJUL) |
12,995 |
UNCH |
$716 | | NJUL | 12,995 | UNCH | $716 | | INNOVATOR ETFS TR (NAPR) |
15,620 |
UNCH |
$695 | | NAPR | 15,620 | UNCH | $695 | | INNOVATOR ETFS TR (EOCT) |
26,517 |
UNCH |
$627 | | EOCT | 26,517 | UNCH | $627 | | INNOVATOR ETFS TR (IOCT) |
22,246 |
UNCH |
$622 | | IOCT | 22,246 | UNCH | $622 | | ISHARES TR (MUB) |
5,479 |
+2,859 |
$594 | | MUB | 5,479 | +2,859 | $594 | | J P MORGAN EXCHANGE TRADED F (JPST) |
11,800 |
+1,423 |
$593 | | JPST | 11,800 | +1,423 | $593 | | INNOVATOR ETFS TR (IJAN) |
19,069 |
UNCH |
$580 | | IJAN | 19,069 | UNCH | $580 | | CAPITAL GRP FIXED INCM ETF T (CGSM) |
21,535 |
+21,535 |
$556 | | CGSM | 21,535 | +21,535 | $556 | | INVESCO EXCHANGE TRADED FD T (PRF) |
15,760 |
UNCH |
$555 | | PRF | 15,760 | UNCH | $555 | | INNOVATOR ETFS TR (IJUL) |
18,085 |
UNCH |
$490 | | IJUL | 18,085 | UNCH | $490 | | VANGUARD SCOTTSDALE FDS (VCSH) |
6,223 |
UNCH |
$481 | | VCSH | 6,223 | UNCH | $481 |
See Full List: All Stocks Held By Pillar Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Pillar Wealth Advisors LLC
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