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Pillar Wealth Advisors, LLC13F | |
| Pillar Wealth Advisors, LLC | |
| Last update 1970-01-01 | 0 Stocks (0 new) |
| Value $- | Turnover 0 % |
Pillar Wealth Advisors, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 2024-12-31 | Sold Out Sold Out | -21.42% | 22.39 ($23.32) 24.15 | $24.64 | 5.66% | Sold Out | 0 | -31,695 | |
CGMU | Capital Group Municipal Income ETF | 2024-12-31 | Sold Out Sold Out | -14.13% | 26.75 ($27.18) 27.51 | $26.69 | -1.80% | Sold Out | 0 | -17,215 | |
PAUG |
Innovator U.S. Equity Power Buffer ETF - August
Innovator U.S. Equity Power Buffer ETF - August
| 2024-12-31 | Sold Out Sold Out | -10.32% | 37.61 ($38.37) 38.92 | $40.75 | 6.20% | Sold Out | 0 | -9,117 | |
SCHM | Schwab U.S. Mid-Cap ETF | 2024-12-31 | Sold Out Sold Out | -10.31% | 27.42 ($28.51) 30.08 | $28.22 | -1.02% | Sold Out | 0 | -12,453 | |
CGCP | Capital Group Core Plus Income ETF | 2024-12-31 | Sold Out Sold Out | -8.52% | 22.13 ($22.56) 23.13 | $22.27 | -1.29% | Sold Out | 0 | -12,326 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2024-12-31 | Sold Out Sold Out | -8.19% | 176.42 ($181.7) 186.85 | $182.62 | 0.51% | Sold Out | 0 | -1,529 | |
AAPL | Apple Inc | 2024-12-31 | Sold Out Sold Out | -7.83% | 221.69 ($235.83) 259.02 | $209.11 | -11.33% | Sold Out | 0 | -1,124 | |
PJUL |
Innovator U.S. Equity Power Buffer ETF - July
Innovator U.S. Equity Power Buffer ETF - July
| 2024-12-31 | Sold Out Sold Out | -6.77% | 40.12 ($40.99) 41.6 | $43.97 | 7.27% | Sold Out | 0 | -5,593 | |
BND | Vanguard Total Bond Market ETF | 2024-12-31 | Sold Out Sold Out | -6.33% | 71.75 ($73.08) 74.97 | $72.57 | -0.70% | Sold Out | 0 | -2,818 | |
VEA | Vanguard FTSE Developed Markets ETF | 2024-12-31 | Sold Out Sold Out | -6.19% | 47.57 ($50.18) 52.35 | $56.37 | 12.34% | Sold Out | 0 | -3,925 |
Pillar Wealth Advisors, LLC Total Holding History ($B)
Pillar Wealth Advisors, LLC's Asset Allocation
Pillar Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Pillar Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
Pillar Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Pillar Wealth Advisors, LLC News
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