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Entity | Shares/Amount Change | Position Value Change |
ICLO |
+61,805 | +$1,583 | AGG |
+2,593 | +$254 | AZN |
+3,260 | +$221 | VXF |
+1,159 | +$203 |
Entity | Shares/Amount Change | Position Value Change |
EOCT |
-26,517 | -$627 | JPST |
-11,800 | -$593 | BKAG |
-10,700 | -$455 |
Entity | Shares/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 |
Entity | Shares/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: $129,811
Pillar Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pillar Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Pillar Wealth Advisors LLC to be as follows, presented in the
table below with each row detailing each Pillar Wealth Advisors LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Pillar Wealth Advisors LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Pillar Wealth Advisors LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
SCHWAB STRATEGIC TR |
304,233 |
-25,452 |
$18,881 | SCHX | 304,233 | -25,452 | $18,881 | CAPITAL GRP FIXED INCM ETF T (CGMU) |
372,520 |
-8,744 |
$10,062 | CGMU | 372,520 | -8,744 | $10,062 | ISHARES TR (QUAL) |
57,329 |
-4,165 |
$9,422 | QUAL | 57,329 | -4,165 | $9,422 | SCHWAB STRATEGIC TR |
112,663 |
-9,576 |
$9,174 | SCHM | 112,663 | -9,576 | $9,174 | VANGUARD BD INDEX FDS (BND) |
109,422 |
+4,483 |
$7,947 | BND | 109,422 | +4,483 | $7,947 | VANGUARD TAX MANAGED FDS (VEA) |
136,046 |
+1,388 |
$6,825 | VEA | 136,046 | +1,388 | $6,825 | ISHARES TR (IVV) |
10,522 |
+1,468 |
$5,532 | IVV | 10,522 | +1,468 | $5,532 | INNOVATOR ETFS TRUST (POCT) |
100,723 |
-100 |
$3,776 | POCT | 100,723 | -100 | $3,776 | INNOVATOR ETFS TRUST (PNOV) |
95,577 |
-392 |
$3,398 | PNOV | 95,577 | -392 | $3,398 | ISHARES TR (IJH) |
53,929 |
+44,645 |
$3,276 | IJH | 53,929 | +44,645 | $3,276 | SCHWAB STRATEGIC TR |
40,097 |
+7,193 |
$3,233 | SCHD | 40,097 | +7,193 | $3,233 | INNOVATOR ETFS TRUST (PSEP) |
83,481 |
UNCH |
$3,047 | PSEP | 83,481 | UNCH | $3,047 | INNOVATOR ETFS TRUST (PDEC) |
64,116 |
-771 |
$2,347 | PDEC | 64,116 | -771 | $2,347 | CAPITAL GROUP DIVIDEND VALUE |
63,202 |
+1,850 |
$2,054 | CGDV | 63,202 | +1,850 | $2,054 | ALPHABET INC |
13,075 |
-140 |
$1,973 | GOOGL | 13,075 | -140 | $1,973 | INNOVATOR ETFS TRUST (NOCT) |
40,271 |
UNCH |
$1,916 | NOCT | 40,271 | UNCH | $1,916 | INNOVATOR ETFS TRUST (PJUL) |
49,620 |
UNCH |
$1,885 | PJUL | 49,620 | UNCH | $1,885 | ISHARES TR (IJR) |
16,524 |
-2,588 |
$1,826 | IJR | 16,524 | -2,588 | $1,826 | INNOVATOR ETFS TRUST (PMAY) |
53,854 |
-5,205 |
$1,749 | PMAY | 53,854 | -5,205 | $1,749 | INVESCO ACTIVELY MANAGED ETF (ICLO) |
61,805 |
+61,805 |
$1,583 | ICLO | 61,805 | +61,805 | $1,583 | SCHWAB STRATEGIC TR |
31,572 |
-1,710 |
$1,522 | SCHO | 31,572 | -1,710 | $1,522 | CAPITAL GRP FIXED INCM ETF T (CGMS) |
51,543 |
+649 |
$1,394 | CGMS | 51,543 | +649 | $1,394 | INTERCONTINENTAL EXCHANGE IN (ICE) |
9,622 |
-165 |
$1,322 | ICE | 9,622 | -165 | $1,322 | ALPHABET INC |
8,540 |
-140 |
$1,300 | GOOG | 8,540 | -140 | $1,300 | ISHARES TR (EFG) |
12,231 |
-379 |
$1,269 | EFG | 12,231 | -379 | $1,269 | SCHWAB STRATEGIC TR |
25,341 |
-2,467 |
$1,248 | SCHA | 25,341 | -2,467 | $1,248 | INNOVATOR ETFS TRUST (KJUL) |
43,093 |
UNCH |
$1,210 | KJUL | 43,093 | UNCH | $1,210 | SCHWAB STRATEGIC TR |
17,340 |
+34 |
$1,169 | FNDX | 17,340 | +34 | $1,169 | INNOVATOR ETFS TRUST (SFLR) |
38,910 |
UNCH |
$1,168 | SFLR | 38,910 | UNCH | $1,168 | INNOVATOR ETFS TRUST (PAPR) |
32,304 |
UNCH |
$1,085 | PAPR | 32,304 | UNCH | $1,085 | INNOVATOR ETFS TRUST (PAUG) |
30,200 |
-35,842 |
$1,068 | PAUG | 30,200 | -35,842 | $1,068 | CAPITAL GROUP DIVIDEND GROWE |
35,036 |
+2,317 |
$1,003 | CGDG | 35,036 | +2,317 | $1,003 | INNOVATOR ETFS TRUST (KAPR) |
30,621 |
UNCH |
$954 | KAPR | 30,621 | UNCH | $954 | VANGUARD INDEX FDS (VTI) |
3,112 |
+11 |
$809 | VTI | 3,112 | +11 | $809 | APPLE INC |
4,633 |
UNCH |
$794 | AAPL | 4,633 | UNCH | $794 | INNOVATOR ETFS TRUST (EJUL) |
31,925 |
-15,432 |
$760 | EJUL | 31,925 | -15,432 | $760 | GILEAD SCIENCES INC |
10,368 |
UNCH |
$759 | GILD | 10,368 | UNCH | $759 | INNOVATOR ETFS TRUST (NJUL) |
12,995 |
UNCH |
$749 | NJUL | 12,995 | UNCH | $749 | INNOVATOR ETFS TRUST (EJAN) |
23,556 |
-2,781 |
$682 | EJAN | 23,556 | -2,781 | $682 | INNOVATOR ETFS TRUST (IOCT) |
22,246 |
UNCH |
$643 | IOCT | 22,246 | UNCH | $643 | INVESCO EXCHANGE TRADED FD T (PRF) |
15,760 |
UNCH |
$606 | PRF | 15,760 | UNCH | $606 | INNOVATOR ETFS TRUST (IJAN) |
19,069 |
UNCH |
$597 | IJAN | 19,069 | UNCH | $597 | INNOVATOR ETFS TRUST (NAPR) |
13,044 |
-2,576 |
$594 | NAPR | 13,044 | -2,576 | $594 | ISHARES TR (MUB) |
5,479 |
UNCH |
$590 | MUB | 5,479 | UNCH | $590 | PACER FDS TR |
9,790 |
-9,417 |
$569 | COWZ | 9,790 | -9,417 | $569 | CAPITAL GRP FIXED INCM ETF T (CGSM) |
21,535 |
UNCH |
$554 | CGSM | 21,535 | UNCH | $554 | INNOVATOR ETFS TRUST (IJUL) |
18,085 |
UNCH |
$510 | IJUL | 18,085 | UNCH | $510 | INNOVATOR ETFS TRUST (PJAN) |
12,168 |
+860 |
$476 | PJAN | 12,168 | +860 | $476 | CAPITAL GRP FIXED INCM ETF T (CGCP) |
20,868 |
+13 |
$469 | CGCP | 20,868 | +13 | $469 | INNOVATOR ETFS TRUST (PFEB) |
12,529 |
+2,242 |
$428 | PFEB | 12,529 | +2,242 | $428 | COMCAST CORP NEW |
9,403 |
UNCH |
$408 | CMCSA | 9,403 | UNCH | $408 | VANGUARD INDEX FDS (VUG) |
1,177 |
UNCH |
$405 | VUG | 1,177 | UNCH | $405 | VANGUARD STAR FDS (VXUS) |
6,683 |
+364 |
$403 | VXUS | 6,683 | +364 | $403 | INNOVATOR ETFS TRUST (PMAR) |
10,745 |
UNCH |
$396 | PMAR | 10,745 | UNCH | $396 | ISHARES TR (SUB) |
3,753 |
UNCH |
$393 | SUB | 3,753 | UNCH | $393 | INNOVATOR ETFS TRUST (PJUN) |
10,850 |
UNCH |
$375 | PJUN | 10,850 | UNCH | $375 | ISHARES TR (EFA) |
4,147 |
-300 |
$331 | EFA | 4,147 | -300 | $331 | INVESCO EXCHANGE TRADED FD T (RSP) |
1,922 |
UNCH |
$326 | RSP | 1,922 | UNCH | $326 | VANGUARD SCOTTSDALE FDS (VCIT) |
3,937 |
-7,802 |
$317 | VCIT | 3,937 | -7,802 | $317 | VANGUARD SCOTTSDALE FDS (VCSH) |
3,952 |
-2,271 |
$306 | VCSH | 3,952 | -2,271 | $306 | INNOVATOR ETFS TRUST (IAPR) |
10,935 |
-4,040 |
$297 | IAPR | 10,935 | -4,040 | $297 | INNOVATOR ETFS TRUST (NJAN) |
5,938 |
+876 |
$259 | NJAN | 5,938 | +876 | $259 | ISHARES TR (AGG) |
2,593 |
+2,593 |
$254 | AGG | 2,593 | +2,593 | $254 | EXXON MOBIL CORP |
2,083 |
UNCH |
$242 | XOM | 2,083 | UNCH | $242 | VANGUARD CHARLOTTE FDS (BNDX) |
4,808 |
+77 |
$237 | BNDX | 4,808 | +77 | $237 | INNOVATOR ETFS TRUST (KOCT) |
8,010 |
UNCH |
$228 | KOCT | 8,010 | UNCH | $228 | ADOBE INC |
450 |
UNCH |
$227 | ADBE | 450 | UNCH | $227 | ASTRAZENECA PLC |
3,260 |
+3,260 |
$221 | AZN | 3,260 | +3,260 | $221 | VANGUARD INDEX FDS (VNQ) |
2,366 |
+15 |
$205 | VNQ | 2,366 | +15 | $205 | VANGUARD INDEX FDS (VXF) |
1,159 |
+1,159 |
$203 | VXF | 1,159 | +1,159 | $203 | INNOVATOR ETFS TRUST (EAPR) |
8,053 |
+0 |
$202 | EAPR | 8,053 | UNCH | $202 | BNY MELLON ETF TRUST |
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$0 (exited) | BKAG | 0 | -10,700 | $0 | INNOVATOR ETFS TR |
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$0 (exited) | EOCT | 0 | -26,517 | $0 | J P MORGAN EXCHANGE TRADED F |
0 |
-11,800 |
$0 (exited) | JPST | 0 | -11,800 | $0 |
See Summary: Pillar Wealth Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Pillar Wealth Advisors LLC
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