Pillar Wealth Advisors, LLC
CIK
1632226
Location
WILMINGTON, DE
Portfolio Value
Micro
$261,892
Diversification
Highly concentrated
Filing Date
Global Rank
#7,285
/ 7,310
▼ 135
· as of Sep 2024
Top Industry
Consumer Electronics
100.0%
3Y Alpha vs SPY
+1.7%
Period ended 1 year ago
Filed Nov 5, 2024 · 1y
12 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+86.3%
SPY
+76.5%
Annualised alpha
+2.2%
Max drawdown
−33.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1 positions · as of Sep 30, 2024 · Δ vs Jun 30, 2024Top Position
100.0%
+75.8 pts
Top 5
100.0%
+11.5 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+8,166
Portfolio Trend
12 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 100.0% | $261,892 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −3,236 | 1,124 | $261,892 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GOOGL | Alphabet Inc. | 5,271 | $960,112 | |
| GILD | Gilead Sciences, Inc. | 10,368 | $711,348 | |
| ICE | Intercontinental Exchange, Inc. | 4,811 | $658,577 | |
| XOM | Exxon Mobil Corp | 2,225 | $256,142 | |
| ADBE | Adobe Inc. | 450 | $249,993 | |
| IAU | Ishares Gold Trust | 4,662 | $204,801 | |
| No positions match the current search. | ||||
1 positions ·
$261,892 total
· as of Sep 30, 2024
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,124 | $261,892 | 100.00% |