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CIK: 0001632226
Total reported value
—
$83.3M
58 檔
38.4%
At the close of Q2 2024, Pillar Wealth Advisors, LLC disclosed equity holdings valued at approximately $83.3M, spread across 58 reported holdings.
During Q2 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 | 13.37% | — | -43.03% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.88% | — | -41.45% | |
| 3 | CGMU | Cap Group Municipal Income | ETF-Other | 6.52% | — | -45.70% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 6.08% | — | -42.25% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 5.57% | — | -41.11% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.75% | — | -31.30% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.61% | — | -42.90% | |
| 8 | POCT | Innovator U.s. Equity Power | ETF-Other | 3.47% | — | -25.09% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.12% | — | -16.63% | |
| 10 | PSEP | Innovator U.s. Equity Power | ETF-Other | 2.78% | — | -26.01% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.64% | — | -30.41% | |
| 12 | PNOV | Innovator U.s. Equity Power | ETF-Other | 2.50% | — | -40.02% | |
| 13 | PJUL | Innovator U.s. Equity Power | ETF-Other | 2.01% | — | -12.94% | |
| 14 | NOCT | Innovator Growth-100 Power B | ETF-Other | 1.98% | — | -16.30% | |
| 15 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.94% | — | -12.16% | |
| 16 | PDEC | Innovator U.s. Equity Power | ETF-Other | 1.93% | — | -33.14% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.81% | — | -14.66% | |
| 18 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.36% | — | -18.55% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.34% | — | -7.44% | |
| 20 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-Other | 1.31% | — | -31.06% | |
| 21 | KJUL | Innovator U.s. Small Cap Pow | ETF-Small Cap | 1.28% | — | -10.25% | |
| 22 | CGDV | Cap Group Dividend Value | ETF-Other | 1.22% | — | -51.37% | |
| 23 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.21% | — | -33.61% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | — | -59.69% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.10% | — | -5.89% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.06% | — | -43.55% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.98% | — | -35.03% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.94% | — | -6.14% | |
| 29 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.90% | — | -32.76% | |
| 30 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.85% | — | — | |
| 31 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.85% | — | -35.83% | |
| 32 | EJUL | Innovator Emerging Markets P | ETF-Emerging Markets | 0.80% | — | -14.91% | |
| 33 | ICE | Intercontinental Exchange In | Stock-Financials | 0.79% | — | -50.00% | |
| 34 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.77% | — | -45.02% | |
| 35 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.72% | — | — | |
| 36 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.64% | — | -43.23% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.64% | — | — | |
| 38 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.63% | — | -32.22% | |
| 39 | IJAN | Innovator International Deve | ETF-Other | 0.60% | — | -16.12% | |
| 40 | IJUL | Innovator International Deve | ETF-Other | 0.56% | — | -8.16% | |
| 41 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.51% | — | — | |
| 42 | CGIE | Cap Group Intl Equity | ETF-Other | 0.48% | — | — | |
| 43 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.46% | — | — | |
| 44 | IAPR | Innovator International Deve | ETF-Other | 0.43% | — | +20.37% | |
| 45 | IOCT | Innovator Int Dev Power Buff | ETF-Other | 0.40% | — | -48.72% | |
| 46 | CGSM | Cap Group Short Muni Income | ETF-Other | 0.40% | — | -40.03% | |
| 47 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.37% | — | -37.54% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.37% | — | — | |
| 49 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.36% | — | -36.14% | |
| 50 | NAPR | Innovator Growth 100 Power B | ETF-Other | 0.35% | — | -53.43% |
According to official SEC Form 13F filings, Pillar Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $83.3M across 58 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, QUAL, CGMU) accounted for 38.4% of total reported equity market value during Q2 2024.
During Q2 2024, Pillar Wealth Advisors, LLC's top holdings by market value included SCHX (13.4%)、QUAL (6.9%)、CGMU (6.5%). The largest single position, SCHX, represented 13.4% of total portfolio value.
In Q2 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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