13F Filings History of Pillar Wealth Advisors, LLC

Latest 13F report
Q3 2024 - 05 Nov 2024
Value $
$0
Signature - Title
Michael C. Bree - President
Location
West Chester, PA
Summary
This page shows a list of all the recent 13F filings made by Pillar Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pillar Wealth Advisors, LLC reported 10 stock holdings with total value $3,345,998 as of Q3 2024. Top holdings included SCHX, CGMU, PAUG, SCHM, and CGCP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 0 $0 $0 $0 $0 13F-HR 07 Nov 2025, 18:48
Q2 2025 0 $0 $0 $0 $0 13F-HR 08 Aug 2025, 15:16
Q1 2025 0 $0 $0 $0 $0 13F-HR 14 Apr 2025, 13:42
Q4 2024 0 $0 $0 -$3,345,998 -$3,345,998 13F-HR 16 Jan 2025, 11:08
Q3 2024 10 $3,345,998 $0 -$82,006,002 -$82,006,002 SCHX, CGMU, PAUG, SCHM, CGCP 13F-HR 05 Nov 2024, 13:50
Q2 2024 58 $83,309,104 +$1,130,364 -$51,974,757 -$50,844,393 SCHX, QUAL, CGMU, SCHM, BND 13F-HR 13 Aug 2024, 18:21
Q1 2024 71 $132,438,166 +$7,044,360 -$9,081,841 -$2,037,481 SCHX, CGMU, QUAL, SCHM, BND 13F-HR 06 May 2024, 21:47
Q4 2023 70 $129,810,841 +$8,265,663 -$3,976,118 +$4,289,545 SCHX, CGMU, SCHM, QUAL, BND 13F-HR 05 Feb 2024, 17:29
Q3 2023 67 $115,532,786 +$4,165,453 -$4,844,100 -$678,647 SCHX, CGMU, SCHM, QUAL, BND 13F-HR 07 Nov 2023, 20:20
Q2 2023 69 $119,708,986 +$17,324,882 -$2,836,526 +$14,488,356 SCHX, SCHM, CGMU, QUAL, BND 13F-HR 04 Aug 2023, 17:20
Q1 2023 64 $100,373,330 +$9,569,833 -$17,849,612 -$8,279,779 SCHX, CGMU, SCHM, QUAL, VEA 13F-HR 05 May 2023, 17:52
Q4 2022 63 $103,740,955 +$10,898,947 -$13,624,133 -$2,725,186 SCHX, BALT, SCHM, QUAL, VEA 13F-HR 09 Feb 2023, 20:57
Q3 2022 57 $100,342,000 +$8,674,521 -$314,509 +$8,360,012 BALT, SCHX, SCHM, QUAL, VEA 13F-HR 04 Nov 2022, 17:32
Q2 2022 55 $98,271,000 +$10,859,667 -$3,719,286 +$7,140,381 SCHX, BALT, SCHM, QUAL, VEA 13F-HR 05 Aug 2022, 13:49
Q1 2022 55 $103,603,000 +$16,756,455 -$2,005,273 +$14,751,182 SCHX, BALT, SCHM, QUAL, VEA 13F-HR 06 May 2022, 19:52
Q4 2021 58 $105,110,000 $0 $0 $0 SCHX, SCHM, QUAL, VEA, BALT 13F-HR 10 Feb 2022, 16:23