$98.3 Million is the total value of Pillar Wealth Advisors, LLC's 55 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJAN | Sell | INNOVATOR ETFS TRintrnl dev jan | $1,786,000 | -21.3% | 72,247 | -16.2% | 1.82% | -17.0% |
| PDEC | Sell | INNOVATOR ETFS TRus eqty pwr buf | $1,757,000 | -25.6% | 61,107 | -19.2% | 1.79% | -21.5% |
| EJAN | Sell | INNOVATOR ETFS TRemrgng mkt jan | $1,670,000 | -14.0% | 61,673 | -9.7% | 1.70% | -9.3% |
| EFG | Sell | ISHARES TReafe grwth etf | $1,137,000 | -43.4% | 14,128 | -32.3% | 1.16% | -40.4% |
| PJAN | Sell | INNOVATOR ETFS TRus eqty pwr buf | $1,110,000 | -24.8% | 36,950 | -18.5% | 1.13% | -20.7% |
| KJAN | Sell | INNOVATOR ETFS TRus sml cp pwr b | $842,000 | -45.7% | 29,807 | -39.9% | 0.86% | -42.7% |
| FNDC | Exit | SCHWAB STRATEGIC TRschwb fdt int sc | $0 | – | -5,690 | -100.0% | -0.19% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -450 | -100.0% | -0.20% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -4,676 | -100.0% | -0.21% | – |
| LOUP | Exit | INNOVATOR ETFS TRloup frontier | $0 | – | -5,443 | -100.0% | -0.24% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -82 | -100.0% | -0.26% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -12,260 | -100.0% | -0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 20.8% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 11.1% |
| ISHARES TR | 8 | Q3 2023 | 9.9% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 5.9% |
| INNOVATOR ETFS TR | 8 | Q3 2023 | 3.1% |
| INNOVATOR ETFS TR | 8 | Q3 2023 | 3.6% |
| INNOVATOR ETFS TR | 8 | Q3 2023 | 2.6% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 3.6% |
| INNOVATOR ETFS TR | 8 | Q3 2023 | 2.3% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 5.7% |
View Pillar Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-10 |
View Pillar Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.