Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Pillar Wealth Advisors LLC
  City: WILMINGTON
  State: DE
  Zip: 19808
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $132,442,000
  Total Value Change : $2,631,000
  Securities Held Change : 1
   
All Securities Held : 71
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 17
  Unchanged Positions : 26
  Decreased Positions : 24

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 24     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 1 - $62.80 $18,881,000 304,233 14.26% 287,000 -25,452 0.011    Closed - End Fund - Debt
   (CGMU)1 Year Chart         CGMU Capital Group Municipal Inc... 2 - $0.00 $10,062,000 372,520 7.6% -263,000 -8,744 0.414    N/A
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 3 - $0.00 $9,422,000 57,329 7.11% 374,000 -4,165 0.003    N/A
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 4 - $79.85 $9,174,000 112,663 6.93% -33,000 -9,576 0.089    N/A
   (POCT)1 Year Chart         POCT Innovator S&p 500 Power Buf... 8 - $0.00 $3,776,000 100,723 2.85% 134,000 -100 0.112    N/A
   (PNOV)1 Year Chart         PNOV Innovator S&p 500 Power Buf... 9 - $0.00 $3,398,000 95,577 2.57% 93,000 -392 0.438    N/A
   (PDEC)1 Year Chart         PDEC Innovator S&p 500 Power Buf... 13 - $0.00 $2,347,000 64,116 1.77% 69,000 -771 0.285    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 15 - $176.38 $1,973,000 13,075 1.49% 127,000 -140 0    Search Engines & Info...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 18 - $109.39 $1,826,000 16,524 1.38% -243,000 -2,588 0.003    Closed - End Fund - E...
   (PMAY)1 Year Chart         PMAY Innovator S&p 500 Power Buf... 19 - $0.00 $1,749,000 53,854 1.32% -110,000 -5,205 0.06    N/A
   (SCHO)1 Year Chart         SCHO Schwab Short-Term U.S. Tre... 21 - $47.99 $1,522,000 31,572 1.15% -91,000 -1,710 0.002    N/A
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 23 - $136.89 $1,322,000 9,622 1% 65,000 -165 0.002    Business Services
   (GOOG)1 Year Chart         GOOG Alphabet Inc 24 - $178.00 $1,300,000 8,540 0.98% 77,000 -140 0    Search Engines & Info...
   (EFG)1 Year Chart         EFG iShares MSCI EAFE Growth ETF 25 - $0.00 $1,269,000 12,231 0.96% 48,000 -379 0.001    Closed - End Fund - E...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 26 - $48.41 $1,248,000 25,341 0.94% -66,000 -2,467 0.002    Closed - End Fund - Debt
   (PAUG)1 Year Chart         PAUG Innovator S&p 500 Power Buf... 31 - $0.00 $1,068,000 30,200 0.81% -1,136,000 -35,842 0.034    N/A
   (EJUL)1 Year Chart         EJUL Innovator Msci Emerging Mar... 36 - $24.80 $760,000 31,925 0.57% -359,000 -15,432 0.355    N/A
   (EJAN)1 Year Chart         EJAN Innovator Msci Emerging Mar... 39 - $0.00 $682,000 23,556 0.51% -73,000 -2,781 0.187    N/A
   (NAPR)1 Year Chart         NAPR Innovator Nasdaq-100 Power ... 43 - $0.00 $594,000 13,044 0.45% -101,000 -2,576 0.014    N/A
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 45 - $0.00 $569,000 9,790 0.43% -430,000 -9,417 0.001    N/A
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 57 - $80.80 $331,000 4,147 0.25% -4,000 -300 0.001    Closed - End Fund - E...
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 59 - $79.67 $317,000 3,937 0.24% -637,000 -7,802 0    Closed - End Fund - Debt
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 60 - $77.05 $306,000 3,952 0.23% -175,000 -2,271 0.001    N/A
   (IAPR)1 Year Chart         IAPR Innovator Msci Eafe Power B... 61 - $0.00 $297,000 10,935 0.22% -88,000 -4,040 0.122    N/A

      24 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results