Pillar Wealth Advisors, LLC 13F Holdings · last filed Q3 2024
Pillar Wealth Advisors, LLC reported 10 securities worth $3.35M in its SEC 13F filing for Q3 2024 (period ended 2024-09-30). Top holdings: SCHX (21.42%), CGMU (14.13%), PAUG (10.32%). Among its top 25 positions this quarter: 10 trimmed, 15 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $716,835 | 21.42% | 10,565 | Trimmed |
| 2 | CGMU | CAPITAL GRP FIXED INCM ETF T | $472,724 | 14.13% | 17,215 | Trimmed |
| 3 | PAUG | INNOVATOR ETFS TRUST | $345,170 | 10.32% | 9,117 | Trimmed |
| 4 | SCHM | SCHWAB STRATEGIC TR | $344,907 | 10.31% | 4,151 | Trimmed |
| 5 | CGCP | CAPITAL GRP FIXED INCM ETF T | $284,977 | 8.52% | 12,326 | Trimmed |
| 6 | QUAL | ISHARES TR | $274,150 | 8.19% | 1,529 | Trimmed |
| 7 | AAPL | APPLE INC | $261,892 | 7.83% | 1,124 | Trimmed |
| 8 | PJUL | INNOVATOR ETFS TRUST | $226,404 | 6.77% | 5,593 | Trimmed |
| 9 | BND | VANGUARD BD INDEX FDS | $211,660 | 6.33% | 2,818 | Trimmed |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $207,279 | 6.19% | 3,925 | Trimmed |
| 11 | ADBE | ADOBE INC | $0 | 0.00% | 0 | Exited |
| 12 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $0 | 0.00% | 0 | Exited |
| 13 | CGIE | CAPITAL GROUP INTERNATIONAL | $0 | 0.00% | 0 | Exited |
| 14 | CGMS | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | Exited |
| 15 | CGSM | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | Exited |
| 16 | COWZ | PACER FDS TR | $0 | 0.00% | 0 | Exited |
| 17 | EAPR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | Exited |
| 18 | EFA | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 19 | EFG | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 20 | EJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | Exited |
| 21 | FNDX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | Exited |
| 22 | GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | Exited |
| 23 | GOOG | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 24 | GOOGL | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 25 | IAPR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2024-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR