Pillar Wealth Advisors, LLC Top Holdings and 13F Report (2024) → The Overlooked Retirement Asset You Probably Don’t Own (From Crypto 101 Media) (Ad) About Pillar Wealth Advisors, LLCInvestment ActivityPillar Wealth Advisors, LLC has $132.44 million in total holdings as of March 31, 2024.Pillar Wealth Advisors, LLC owns shares of 71 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 5.32% of the portfolio was purchased this quarter.About 6.86% of the portfolio was sold this quarter.This quarter, Pillar Wealth Advisors, LLC has purchased 70 new stocks and bought additional shares in 17 stocks.Pillar Wealth Advisors, LLC sold shares of 24 stocks and completely divested from 3 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $18,880,698Capital Group Municipal Income ETF $10,061,756iShares MSCI USA Quality Factor ETF $9,422,063Schwab U.S. Mid-Cap ETF $9,174,159Vanguard Total Bond Market ETF $7,947,321 Largest New Holdings this Quarter Invesco AAA CLO Floating Rate Note ETF $1,582,826 HoldingiShares Core U.S. Aggregate Bond ETF $253,919 HoldingAstraZeneca $220,865 HoldingVanguard Extended Market ETF $203,138 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 44,645 shares (about $2.71M)Invesco AAA CLO Floating Rate Note ETF 61,805 shares (about $1.58M)iShares Core S&P 500 ETF 1,468 shares (about $771.78K)Schwab US Dividend Equity ETF 7,193 shares (about $579.97K)Vanguard Total Bond Market ETF 4,483 shares (about $325.60K) Largest Sales this Quarter Schwab US Large-Cap ETF 25,452 shares (about $1.58M)Innovator U.S. Equity Power Buffer ETF - August 35,842 shares (about $1.27M)Schwab U.S. Mid-Cap ETF 9,576 shares (about $779.77K)iShares MSCI USA Quality Factor ETF 4,165 shares (about $684.52K)Vanguard Intermediate-Term Corporate Bond ETF 7,802 shares (about $628.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPillar Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$18,880,698$1,579,551 ▼-7.7%304,23314.3%ETFCGMUCapital Group Municipal Income ETF$10,061,756$236,175 ▼-2.3%372,5207.6%ETFQUALiShares MSCI USA Quality Factor ETF$9,422,063$684,521 ▼-6.8%57,3297.1%ETFSCHMSchwab U.S. Mid-Cap ETF$9,174,159$779,775 ▼-7.8%112,6636.9%ETFBNDVanguard Total Bond Market ETF$7,947,321$325,600 ▲4.3%109,4226.0%ETFVEAVanguard FTSE Developed Markets ETF$6,825,447$69,636 ▲1.0%136,0465.2%ETFIVViShares Core S&P 500 ETF$5,531,784$771,779 ▲16.2%10,5224.2%ETFPOCTInnovator U.S. Equity Power Buffer ETF - October$3,776,105$3,749 ▼-0.1%100,7232.9%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$3,397,762$13,936 ▼-0.4%95,5772.6%ETFIJHiShares Core S&P Mid-Cap ETF$3,275,656$2,711,744 ▲480.9%53,9292.5%ETFSCHDSchwab US Dividend Equity ETF$3,232,992$579,966 ▲21.9%40,0972.4%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$3,047,0570.0%83,4812.3%ETFPDECInnovator U.S. Equity Power Buffer ETF - December$2,346,505$28,217 ▼-1.2%64,1161.8%ETFCGDVCapital Group Dividend Value ETF$2,054,080$60,125 ▲3.0%63,2021.6%ETFGOOGLAlphabet$1,973,410$21,130 ▼-1.1%13,0751.5%Computer and TechnologyNOCTInnovator Growth-100 Power Buffer ETF- October$1,915,8320.0%40,2711.4%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$1,884,5680.0%49,6201.4%ETFIJRiShares Core S&P Small-Cap ETF$1,826,258$286,030 ▼-13.5%16,5241.4%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$1,748,656$169,008 ▼-8.8%53,8541.3%ETFICLOInvesco AAA CLO Floating Rate Note ETF$1,582,826$1,582,826 ▲New Holding61,8051.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,522,101$82,440 ▼-5.1%31,5721.1%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$1,393,714$17,549 ▲1.3%51,5431.1%ETFICEIntercontinental Exchange$1,322,351$22,676 ▼-1.7%9,6221.0%FinanceGOOGAlphabet$1,300,300$21,316 ▼-1.6%8,5401.0%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$1,269,424$39,335 ▼-3.0%12,2311.0%ETFSCHASchwab US Small-Cap ETF$1,247,814$121,477 ▼-8.9%25,3410.9%ETFKJULInnovator U.S. Small Cap Power Buffer ETF - July$1,210,0510.0%43,0930.9%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$1,168,517$2,291 ▲0.2%17,3400.9%ETFSFLRInnovator Equity Managed Floor ETF$1,167,6890.0%38,9100.9%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$1,085,0910.0%32,3040.8%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$1,068,476$1,268,090 ▼-54.3%30,2000.8%ETFCAPITAL GROUP DIVIDEND GROWE$1,003,081$66,336 ▲7.1%35,0360.8%SHS ETFKAPRInnovator U.S. Small Cap Power Buffer ETF - April$954,1500.0%30,6210.7%ETFVTIVanguard Total Stock Market ETF$808,795$2,859 ▲0.4%3,1120.6%ETFAAPLApple$794,4800.0%4,6330.6%Computer and TechnologyEJULInnovator Emerging Markets Power Buffer ETF - July$759,882$367,314 ▼-32.6%31,9250.6%ETFGILDGilead Sciences$759,4560.0%10,3680.6%MedicalNJULInnovator Growth-100 Power Buffer ETF - July$749,1500.0%12,9950.6%ETFEJANInnovator MSCI Emerging Markets Power Buffer ETF - January$681,711$80,482 ▼-10.6%23,5560.5%ETFIOCTInnovator International Developed Power Buffer ETF-October$643,3540.0%22,2460.5%ETFPRFInvesco FTSE RAFI US 1000 ETF$606,2870.0%15,7600.5%ETFIJANInnovator MSCI EAFE Power Buffer ETF - January$596,5740.0%19,0690.5%ETFNAPRInnovator Growth-100 Power Buffer ETF - April$593,632$117,234 ▼-16.5%13,0440.4%ETFMUBiShares National Muni Bond ETF$589,5400.0%5,4790.4%ETFCOWZPacer US Cash Cows 100 ETF$568,897$547,222 ▼-49.0%9,7900.4%ETFCAPITAL GRP FIXED INCM ETF T$553,6650.0%21,5350.4%SHORT DURATION MIJULInnovator MSCI EAFE Power Buffer ETF - July$510,1780.0%18,0850.4%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$475,890$33,635 ▲7.6%12,1680.4%ETFCGCPCapital Group Core Plus Income ETF$468,685$292 ▲0.1%20,8680.4%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$427,991$76,587 ▲21.8%12,5290.3%ETFCMCSAComcast$407,6200.0%9,4030.3%Consumer DiscretionaryVUGVanguard Growth ETF$405,1230.0%1,1770.3%ETFVXUSVanguard Total International Stock ETF$403,014$21,951 ▲5.8%6,6830.3%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$395,5230.0%10,7450.3%TransportationSUBiShares Short-Term National Muni Bond ETF$393,0520.0%3,7530.3%ETFPJUNInnovator U.S. Equity Power Buffer ETF - June$374,5420.0%10,8500.3%ETFEFAiShares MSCI EAFE ETF$331,179$23,958 ▼-6.7%4,1470.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$325,5290.0%1,9220.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$316,968$628,139 ▼-66.5%3,9370.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$305,529$175,571 ▼-36.5%3,9520.2%ETFIAPRInnovator MSCI EAFE Power Buffer ETF- April$296,995$109,727 ▼-27.0%10,9350.2%ETFNJANInnovator Growth-100 Power Buffer ETF - January$258,778$38,176 ▲17.3%5,9380.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$253,919$253,919 ▲New Holding2,5930.2%FinanceXOMExxon Mobil$242,1280.0%2,0830.2%Oils/EnergyBNDXVanguard Total International Bond ETF$236,529$3,788 ▲1.6%4,8080.2%ETFKOCTInnovator U.S. Small Cap Power Buffer ETF - October$228,0090.0%8,0100.2%ETFADBEAdobe$227,0700.0%4500.2%Computer and TechnologyAZNAstraZeneca$220,865$220,865 ▲New Holding3,2600.2%MedicalVNQVanguard Real Estate ETF$204,584$1,297 ▲0.6%2,3660.2%ETFVXFVanguard Extended Market ETF$203,138$203,138 ▲New Holding1,1590.2%ETFEAPRInnovator MSCI Emerging Markets Power Buffer ETF- April$202,2110.0%8,0530.2%ETFEOCTInnovator Emerging Markets Power Buffer ETF-October$0$627,392 ▼-100.0%00.0%ETFJPSTJPMorgan Ultra-Short Income ETF$0$592,733 ▼-100.0%00.0%ETFBKAGBNY Mellon Core Bond ETF$0$454,643 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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