Pillar Financial Advisors, LLC
Top Portfolio Positions
28 positions ·
$1,561,483 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
5,670 | $499,867 | 32.01% | |
| RBCAA |
Republic Bancorp Inc /Ky/
Financial Services
|
3,944 | $278,249 | 17.82% | |
| ABBV |
AbbVie Inc.
Healthcare
|
600 | $130,494 | 8.36% | |
| AEE |
Ameren Corp
Utilities
|
1,041 | $114,426 | 7.33% | |
| SYBT |
Stock Yards Bancorp, Inc.
Financial Services
|
1,575 | $104,406 | 6.69% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
1,489 | $101,192 | 6.48% | |
| AAPL |
Apple Inc.
Technology
|
322 | $81,720 | 5.23% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
1,400 | $46,942 | 3.01% | |
| D |
Dominion Energy, Inc
Utilities
|
600 | $37,092 | 2.38% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
500 | $35,910 | 2.30% |
Portfolio Trend
6 quarters · across all stocks
Holdings in BODI
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $141 | 13 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $134 | 13 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $76 | 13 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $53 | 13 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $97 | 13 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $79 | 13 | Shares | Sole | 2025-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||