Holdings Channel
EntityShares/Amount
Change
Position Value
Change
ICLO +61,805+$1,583
AGG +2,593+$254
AZN +3,260+$221
VXF +1,159+$203
EntityShares/Amount
Change
Position Value
Change
EOCT -26,517-$627
JPST -11,800-$593
BKAG -10,700-$455
EntityShares/Amount
Change
Position Value
Change
IJH +44,645+$703
SCHD +7,193+$728
BND +4,483+$229
CGDG +2,317+$114
PFEB +2,242+$92
CGDV +1,850+$223
IVV +1,468+$1,208
VEA +1,388+$375
NJAN +876+$48
PJAN +860+$55
EntityShares/Amount
Change
Position Value
Change
PAUG -35,842-$1,136
SCHX -25,452+$287
EJUL -15,432-$359
SCHM -9,576-$33
COWZ -9,417-$430
CGMU -8,744-$263
VCIT -7,802-$637
PMAY -5,205-$110
QUAL -4,165+$374
Size ($ in 1000's)
At 03/31/2024: $132,442
At 12/31/2023: $129,811

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

All Stocks Held By Pillar Wealth Advisors LLC
As of  03/31/2024, we find all stocks held by Pillar Wealth Advisors LLC to be as follows, presented in the table below with each row detailing each Pillar Wealth Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Pillar Wealth Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Pillar Wealth Advisors LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 304,233 -25,452 $18,881
     SCHX304,233-25,452$18,881
CAPITAL GRP FIXED INCM ETF T (CGMU) 372,520 -8,744 $10,062
     CGMU372,520-8,744$10,062
ISHARES TR (QUAL) 57,329 -4,165 $9,422
     QUAL57,329-4,165$9,422
SCHWAB STRATEGIC TR 112,663 -9,576 $9,174
     SCHM112,663-9,576$9,174
VANGUARD BD INDEX FDS (BND) 109,422 +4,483 $7,947
     BND109,422+4,483$7,947
VANGUARD TAX MANAGED FDS (VEA) 136,046 +1,388 $6,825
     VEA136,046+1,388$6,825
ISHARES TR (IVV) 10,522 +1,468 $5,532
     IVV10,522+1,468$5,532
INNOVATOR ETFS TRUST (POCT) 100,723 -100 $3,776
     POCT100,723-100$3,776
INNOVATOR ETFS TRUST (PNOV) 95,577 -392 $3,398
     PNOV95,577-392$3,398
ISHARES TR (IJH) 53,929 +44,645 $3,276
     IJH53,929+44,645$3,276
SCHWAB STRATEGIC TR 40,097 +7,193 $3,233
     SCHD40,097+7,193$3,233
INNOVATOR ETFS TRUST (PSEP) 83,481 UNCH $3,047
     PSEP83,481UNCH$3,047
INNOVATOR ETFS TRUST (PDEC) 64,116 -771 $2,347
     PDEC64,116-771$2,347
CAPITAL GROUP DIVIDEND VALUE 63,202 +1,850 $2,054
     CGDV63,202+1,850$2,054
ALPHABET INC 13,075 -140 $1,973
     GOOGL13,075-140$1,973
INNOVATOR ETFS TRUST (NOCT) 40,271 UNCH $1,916
     NOCT40,271UNCH$1,916
INNOVATOR ETFS TRUST (PJUL) 49,620 UNCH $1,885
     PJUL49,620UNCH$1,885
ISHARES TR (IJR) 16,524 -2,588 $1,826
     IJR16,524-2,588$1,826
INNOVATOR ETFS TRUST (PMAY) 53,854 -5,205 $1,749
     PMAY53,854-5,205$1,749
INVESCO ACTIVELY MANAGED ETF (ICLO) 61,805 +61,805 $1,583
     ICLO61,805+61,805$1,583
SCHWAB STRATEGIC TR 31,572 -1,710 $1,522
     SCHO31,572-1,710$1,522
CAPITAL GRP FIXED INCM ETF T (CGMS) 51,543 +649 $1,394
     CGMS51,543+649$1,394
INTERCONTINENTAL EXCHANGE IN (ICE) 9,622 -165 $1,322
     ICE9,622-165$1,322
ALPHABET INC 8,540 -140 $1,300
     GOOG8,540-140$1,300
ISHARES TR (EFG) 12,231 -379 $1,269
     EFG12,231-379$1,269
SCHWAB STRATEGIC TR 25,341 -2,467 $1,248
     SCHA25,341-2,467$1,248
INNOVATOR ETFS TRUST (KJUL) 43,093 UNCH $1,210
     KJUL43,093UNCH$1,210
SCHWAB STRATEGIC TR 17,340 +34 $1,169
     FNDX17,340+34$1,169
INNOVATOR ETFS TRUST (SFLR) 38,910 UNCH $1,168
     SFLR38,910UNCH$1,168
INNOVATOR ETFS TRUST (PAPR) 32,304 UNCH $1,085
     PAPR32,304UNCH$1,085
INNOVATOR ETFS TRUST (PAUG) 30,200 -35,842 $1,068
     PAUG30,200-35,842$1,068
CAPITAL GROUP DIVIDEND GROWE 35,036 +2,317 $1,003
     CGDG35,036+2,317$1,003
INNOVATOR ETFS TRUST (KAPR) 30,621 UNCH $954
     KAPR30,621UNCH$954
VANGUARD INDEX FDS (VTI) 3,112 +11 $809
     VTI3,112+11$809
APPLE INC 4,633 UNCH $794
     AAPL4,633UNCH$794
INNOVATOR ETFS TRUST (EJUL) 31,925 -15,432 $760
     EJUL31,925-15,432$760
GILEAD SCIENCES INC 10,368 UNCH $759
     GILD10,368UNCH$759
INNOVATOR ETFS TRUST (NJUL) 12,995 UNCH $749
     NJUL12,995UNCH$749
INNOVATOR ETFS TRUST (EJAN) 23,556 -2,781 $682
     EJAN23,556-2,781$682
INNOVATOR ETFS TRUST (IOCT) 22,246 UNCH $643
     IOCT22,246UNCH$643
INVESCO EXCHANGE TRADED FD T (PRF) 15,760 UNCH $606
     PRF15,760UNCH$606
INNOVATOR ETFS TRUST (IJAN) 19,069 UNCH $597
     IJAN19,069UNCH$597
INNOVATOR ETFS TRUST (NAPR) 13,044 -2,576 $594
     NAPR13,044-2,576$594
ISHARES TR (MUB) 5,479 UNCH $590
     MUB5,479UNCH$590
PACER FDS TR 9,790 -9,417 $569
     COWZ9,790-9,417$569
CAPITAL GRP FIXED INCM ETF T (CGSM) 21,535 UNCH $554
     CGSM21,535UNCH$554
INNOVATOR ETFS TRUST (IJUL) 18,085 UNCH $510
     IJUL18,085UNCH$510
INNOVATOR ETFS TRUST (PJAN) 12,168 +860 $476
     PJAN12,168+860$476
CAPITAL GRP FIXED INCM ETF T (CGCP) 20,868 +13 $469
     CGCP20,868+13$469
INNOVATOR ETFS TRUST (PFEB) 12,529 +2,242 $428
     PFEB12,529+2,242$428
COMCAST CORP NEW 9,403 UNCH $408
     CMCSA9,403UNCH$408
VANGUARD INDEX FDS (VUG) 1,177 UNCH $405
     VUG1,177UNCH$405
VANGUARD STAR FDS (VXUS) 6,683 +364 $403
     VXUS6,683+364$403
INNOVATOR ETFS TRUST (PMAR) 10,745 UNCH $396
     PMAR10,745UNCH$396
ISHARES TR (SUB) 3,753 UNCH $393
     SUB3,753UNCH$393
INNOVATOR ETFS TRUST (PJUN) 10,850 UNCH $375
     PJUN10,850UNCH$375
ISHARES TR (EFA) 4,147 -300 $331
     EFA4,147-300$331
INVESCO EXCHANGE TRADED FD T (RSP) 1,922 UNCH $326
     RSP1,922UNCH$326
VANGUARD SCOTTSDALE FDS (VCIT) 3,937 -7,802 $317
     VCIT3,937-7,802$317
VANGUARD SCOTTSDALE FDS (VCSH) 3,952 -2,271 $306
     VCSH3,952-2,271$306
INNOVATOR ETFS TRUST (IAPR) 10,935 -4,040 $297
     IAPR10,935-4,040$297
INNOVATOR ETFS TRUST (NJAN) 5,938 +876 $259
     NJAN5,938+876$259
ISHARES TR (AGG) 2,593 +2,593 $254
     AGG2,593+2,593$254
EXXON MOBIL CORP 2,083 UNCH $242
     XOM2,083UNCH$242
VANGUARD CHARLOTTE FDS (BNDX) 4,808 +77 $237
     BNDX4,808+77$237
INNOVATOR ETFS TRUST (KOCT) 8,010 UNCH $228
     KOCT8,010UNCH$228
ADOBE INC 450 UNCH $227
     ADBE450UNCH$227
ASTRAZENECA PLC 3,260 +3,260 $221
     AZN3,260+3,260$221
VANGUARD INDEX FDS (VNQ) 2,366 +15 $205
     VNQ2,366+15$205
VANGUARD INDEX FDS (VXF) 1,159 +1,159 $203
     VXF1,159+1,159$203
INNOVATOR ETFS TRUST (EAPR) 8,053 +0 $202
     EAPR8,053UNCH$202
BNY MELLON ETF TRUST $0 (exited)
     BKAG0-10,700$0
INNOVATOR ETFS TR $0 (exited)
     EOCT0-26,517$0
J P MORGAN EXCHANGE TRADED F 0 -11,800 $0 (exited)
     JPST0-11,800$0

See Summary: Pillar Wealth Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Pillar Wealth Advisors LLC

All Stocks Held By Pillar Wealth Advisors LLC | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

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