Pillar Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 5, 2024
Value $
$3.35M
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 $3.35M as of Q3 2024. Top holdings included SCHX, CGMU, PAUG, SCHM, and CGCP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 10 $3.35M $0 -$82M -$82M SCHX, CGMU, PAUG, SCHM, CGCP 13F-HR 11/5/2024, 01:50 PM
Q2 2024 58 $83.3M +$1.13M -$52M -$50.8M SCHX, QUAL, CGMU, SCHM, BND 13F-HR 8/13/2024, 06:21 PM
Q1 2024 71 $132M +$7.04M -$9.08M -$2.04M SCHX, CGMU, QUAL, SCHM, BND 13F-HR 5/6/2024, 09:47 PM
Q4 2023 70 $130M +$8.27M -$3.98M +$4.29M SCHX, CGMU, SCHM, QUAL, BND 13F-HR 2/5/2024, 05:29 PM
Q3 2023 67 $116M +$4.17M -$4.84M -$679K SCHX, CGMU, SCHM, QUAL, BND 13F-HR 11/7/2023, 08:20 PM
Q2 2023 69 $120M +$17.3M -$2.84M +$14.5M SCHX, SCHM, CGMU, QUAL, BND 13F-HR 8/4/2023, 05:20 PM
Q1 2023 64 $100M +$9.57M -$17.8M -$8.28M SCHX, CGMU, SCHM, QUAL, VEA 13F-HR 5/5/2023, 05:52 PM
Q4 2022 63 $104M +$10.9M -$13.6M -$2.73M SCHX, BALT, SCHM, QUAL, VEA 13F-HR 2/9/2023, 08:57 PM
Q3 2022 57 $100M +$8.67M -$315K +$8.36M BALT, SCHX, SCHM, QUAL, VEA 13F-HR 11/4/2022, 05:32 PM
Q2 2022 55 $98.3M +$10.9M -$3.72M +$7.14M SCHX, BALT, SCHM, QUAL, VEA 13F-HR 8/5/2022, 01:49 PM
Q1 2022 55 $104M +$16.8M -$2.01M +$14.8M SCHX, BALT, SCHM, QUAL, VEA 13F-HR 5/6/2022, 07:52 PM
Q4 2021 58 $105M $0 $0 SCHX, SCHM, QUAL, VEA, BALT 13F-HR 2/10/2022, 04:23 PM