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CIK: 0001632226
Total reported value
—
$132.4M
71 檔
41.9%
The Q1 2024 SEC filing reveals that Pillar Wealth Advisors, LLC held a total portfolio value of $132.4M, covering 71 public equity positions.
During Q1 2024, Pillar Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 14.26% | — | -7.72% | |
| 2 | CGMU | Cap Group Municipal Income | ETF-Other | 7.60% | — | -2.29% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.11% | — | -6.77% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 6.93% | — | -7.83% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 6.00% | — | +4.27% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.15% | — | +1.03% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.18% | — | +16.21% | |
| 8 | POCT | Innovator U.s. Equity Power | ETF-Other | 2.85% | — | -0.10% | |
| 9 | PNOV | Innovator U.s. Equity Power | ETF-Other | 2.57% | — | -0.41% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.47% | — | +480.88% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.44% | — | +21.86% | |
| 12 | PSEP | Innovator U.s. Equity Power | ETF-Other | 2.30% | — | — | |
| 13 | PDEC | Innovator U.s. Equity Power | ETF-Other | 1.77% | — | -1.19% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-Other | 1.55% | — | +3.02% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | — | -1.06% | |
| 16 | NOCT | Innovator Growth-100 Power B | ETF-Other | 1.45% | — | — | |
| 17 | PJUL | Innovator U.s. Equity Power | ETF-Other | 1.42% | — | — | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.38% | — | -13.54% | |
| 19 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.32% | — | -8.81% | |
| 20 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-Other | 1.20% | — | — | |
| 21 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.15% | — | -5.14% | |
| 22 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.05% | — | +1.28% | |
| 23 | ICE | Intercontinental Exchange In | Stock-Financials | 1.00% | — | -1.69% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | — | -1.61% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.96% | — | -3.01% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.94% | — | -8.87% | |
| 27 | KJUL | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.91% | — | — | |
| 28 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.88% | — | +0.20% | |
| 29 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 0.88% | — | — | |
| 30 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.82% | — | — | |
| 31 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.81% | — | -54.27% | |
| 32 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.76% | — | +7.08% | |
| 33 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.72% | — | — | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | — | +0.35% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.60% | — | — | |
| 36 | EJUL | Innovator Emerging Markets P | ETF-Emerging Markets | 0.57% | — | -32.59% | |
| 37 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.57% | — | — | |
| 38 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.57% | — | — | |
| 39 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.51% | — | -10.56% | |
| 40 | IOCT | Innovator Int Dev Power Buff | ETF-Other | 0.49% | — | — | |
| 41 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.46% | — | — | |
| 42 | IJAN | Innovator International Deve | ETF-Other | 0.45% | — | — | |
| 43 | NAPR | Innovator Growth 100 Power B | ETF-Other | 0.45% | — | -16.49% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.45% | — | — | |
| 45 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.43% | — | -49.03% | |
| 46 | CGSM | Cap Group Short Muni Income | ETF-Other | 0.42% | — | — | |
| 47 | IJUL | Innovator International Deve | ETF-Other | 0.39% | — | — | |
| 48 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.36% | — | +7.61% | |
| 49 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.35% | — | +0.06% | |
| 50 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.32% | — | +21.79% |
According to official SEC Form 13F filings, Pillar Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $132.4M across 71 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, CGMU, QUAL) accounted for 41.9% of total reported equity market value during Q1 2024.
During Q1 2024, Pillar Wealth Advisors, LLC's top holdings by market value included SCHX (14.3%)、CGMU (7.6%)、QUAL (7.1%). The largest single position, SCHX, represented 14.3% of total portfolio value.
In Q1 2024, Pillar Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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