$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PNOV | INNOVATOR ETFS TRus eqty pwr buf | $2,590,000 | -7.2% | 91,478 | 0.0% | 2.64% | -2.2% | |
| SUB | ISHARES TRshrt nat mun etf | $2,460,000 | +0.1% | 23,500 | 0.0% | 2.50% | +5.5% | |
| PSEP | INNOVATOR ETFS TRus eqty pwr buf | $1,927,000 | -6.5% | 68,547 | 0.0% | 1.96% | -1.4% | |
| POCT | INNOVATOR ETFS TRus eqty pwr buf | $1,779,000 | -7.2% | 63,368 | 0.0% | 1.81% | -2.1% | |
| GOOGL | ALPHABET INCcap stk cl a | $1,567,000 | -21.6% | 719 | 0.0% | 1.60% | -17.4% | |
| NOCT | INNOVATOR ETFS TRgrwt100 pwr buf | $1,416,000 | -11.1% | 40,271 | 0.0% | 1.44% | -6.2% | |
| GOOG | ALPHABET INCcap stk cl c | $1,221,000 | -21.6% | 558 | 0.0% | 1.24% | -17.4% | |
| PAUG | INNOVATOR ETFS TRus eqty pwr bf | $1,185,000 | -5.7% | 41,593 | 0.0% | 1.21% | -0.6% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,034,000 | -28.8% | 10,992 | 0.0% | 1.05% | -25.0% | |
| NJAN | INNOVATOR ETFS TRgrwt100 pwr bf | $920,000 | -13.1% | 26,035 | 0.0% | 0.94% | -8.4% | |
| KAPR | INNOVATOR ETFS TRus sml cp pwr et | $649,000 | -10.0% | 26,886 | 0.0% | 0.66% | -5.2% | |
| GILD | GILEAD SCIENCES INC | $641,000 | +4.1% | 10,368 | 0.0% | 0.65% | +9.6% | |
| NJUL | INNOVATOR ETFS TRgrwt100 pwr buf | $509,000 | -9.3% | 11,855 | 0.0% | 0.52% | -4.3% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $467,000 | -13.4% | 3,152 | 0.0% | 0.48% | -8.7% | |
| DAVA | ENDAVA PLCads | $458,000 | -33.6% | 5,186 | 0.0% | 0.47% | -30.0% | |
| INNOVATOR ETFS TRinternational dv | $445,000 | -5.1% | 19,202 | 0.0% | 0.45% | 0.0% | ||
| WSFS | WSFS FINL CORP | $402,000 | -13.9% | 10,027 | 0.0% | 0.41% | -9.3% | |
| PFE | PFIZER INC | $333,000 | +1.2% | 6,355 | 0.0% | 0.34% | +6.6% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $332,000 | -14.9% | 2,470 | 0.0% | 0.34% | -10.1% | |
| PMAR | INNOVATOR ETFS TRus eqty pwr buf | $317,000 | -8.6% | 10,745 | 0.0% | 0.32% | -3.6% | |
| EFA | ISHARES TRmsci eafe etf | $278,000 | -15.0% | 4,447 | 0.0% | 0.28% | -10.4% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $249,000 | -22.7% | 1,118 | 0.0% | 0.25% | -18.6% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $241,000 | -5.5% | 3,202 | 0.0% | 0.24% | -0.4% | |
| NAPR | INNOVATOR ETFS TRgrwt100 pwr bf | $238,000 | -12.8% | 6,969 | 0.0% | 0.24% | -8.3% | |
| BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $216,000 | -5.7% | 4,368 | 0.0% | 0.22% | -0.5% | |
| PFEB | INNOVATOR ETFS TRus eqty pwr buf | $212,000 | -7.8% | 7,844 | 0.0% | 0.22% | -2.7% | |
| KOCT | INNOVATOR ETFS TRus sml cp pwr b | $203,000 | -8.6% | 8,398 | 0.0% | 0.21% | -3.3% |
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 | 11 | Q2 2024 | 20.8% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 11.1% |
| ISHARES TR | 11 | Q2 2024 | 9.9% |
| VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 5.9% |
| VANGUARD BD INDEX FDS | 11 | Q2 2024 | 6.0% |
| INNOVATOR ETFS TRUST | 11 | Q2 2024 | 3.6% |
| INNOVATOR ETFS TRUST | 11 | Q2 2024 | 3.1% |
| INNOVATOR ETFS TRUST | 11 | Q2 2024 | 2.8% |
| INNOVATOR ETFS TRUST | 11 | Q2 2024 | 2.3% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 3.6% |
View Pillar Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-14 |
| 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 |
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.