13FBOX
Pillar Wealth Advisors, LLC · 13F Holdings
Options Calculator Rankings

Pillar Wealth Advisors, LLC

No.9917 Data as of 2024Q3
Latest AUM (Q3 2024)
$3.3M
QoQ Change Q2 2024
-$80.0M-96.0%
Holdings
10
New Buys
0
Adds
0
Reduces
10
Exits
48
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q3 2024 ValueQ3 2024 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SSCHWAB USSCHX
21.42%13.37%$716,83510,565$11.1M173,312-162,747-93.90%Reduce
CCAPITAL GRP FIXED INCM ETF TCGMU
14.13%6.52%$472,72417,215$5.4M202,273-185,058-91.49%Reduce
IINNOVATOR ETFS TRUST US EQTY PWR BFPAUG
10.32%0.85%$345,1709,117$707,56419,380-10,263-52.96%Reduce
SSCHWAB STRATEGIC TRSCHM
10.31%6.08%$344,9074,151$5.1M65,063-60,912-93.62%Reduce
CCAPITAL GROUP FIXED INCOME ETFRFCI
8.52%0.36%$284,97712,326$296,09613,326-1,000-7.50%Reduce
IISHARES MSCIQUAL
8.19%6.88%$274,1501,529$5.7M33,569-32,040-95.45%Reduce
APPLE INCAAPL
7.83%1.1%$261,8921,124$918,3494,360-3,236-74.22%Reduce
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL
6.77%2.01%$226,4045,593$1.7M43,199-37,606-87.05%Reduce
VVANGUARD TOTALBND
6.33%5.57%$211,6602,818$4.6M64,443-61,625-95.63%Reduce
VVANGUARD FTSEVEA
6.19%4.61%$207,2793,925$3.8M77,683-73,758-94.95%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow