Pillar Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Innovator Defined Wealth Shield ETF
BALT
|
+$3.46M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$2.12M |
| 3 |
Innovator US Equity Ultra Buffer ETF January
UJAN
|
+$870K |
| 4 |
Innovator US Equity Power Buffer ETF July
PJUL
|
+$807K |
| 5 |
Innovator US Small Cap Power Buffer ETF July
KJUL
|
+$586K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
+$586K |
| 2 |
Innovator US Small Cap Power Buffer ETF January
KJAN
|
+$584K |
| 3 |
Innovator US Equity Power Buffer ETF December
PDEC
|
+$431K |
| 4 |
Innovator International Developed Power Buffer ETF January
IJAN
|
+$356K |
| 5 |
iShares Silver Trust
SLV
|
+$281K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 2.84% |
| 2 | Financials | 1.46% |
| 3 | Technology | 1.23% |
| 4 | Healthcare | 0.99% |
| 5 | Consumer Discretionary | 0% |
Similar funds
Pillar Wealth Advisors's Q2 2022 Portfolio in Review
As of Q2 2022, Pillar Wealth Advisors held 61 positions worth $98.3M, down 5.1% from $104M the previous quarter. Its ten largest holdings account for 67% of the portfolio.
Pillar Wealth Advisors deployed $7.27M of net new capital in Q2 2022, opening 6 new positions and adding to 16 existing holdings. Its largest new stake was Innovator US Equity Ultra Buffer ETF January: 29,180 shares worth $850K.
By sector, the portfolio is most concentrated in Communication Services at 2.8% of assets, down from 3.6% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was iShares MSCI EAFE Growth ETF, an estimated $586K trimmed.
- Pillar Wealth Advisors's largest Q2 2022 buy was Innovator US Equity Ultra Buffer ETF January: 29,180 shares worth $850K.
- Pillar Wealth Advisors added most to Innovator Defined Wealth Shield ETF in Q2 2022, an estimated $3.46M increase.
- Pillar Wealth Advisors's biggest Q2 2022 reduction was iShares MSCI EAFE Growth ETF, cutting an estimated $586K.
- Pillar Wealth Advisors fully exited iShares Silver Trust in Q2 2022, selling an estimated $281K.
- Pillar Wealth Advisors's ten largest holdings make up 67% of its $98.3M portfolio in Q2 2022.
- Pillar Wealth Advisors opened 6 new positions and closed 6 in Q2 2022.
- Pillar Wealth Advisors's portfolio value fell 5.1% quarter-over-quarter to $98.3M.
Based on Pillar Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.