Michael C. Bree
@Pillar Wealth Advisors, Llc
Latest period2024 - Q4ReportedManaged Assets$0Total holdings1
Assets growth rate-100%Assets growth rate (2-Q avg)-97.99%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Pillar Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1 positions.
Assets under management
The assets under management (AUM) of Pillar Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 0 in assets, with a quarterly growth rate of -100% and a 2-quarter average growth rate of -97.99%. The portfolio is managed by Michael C. Bree, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SCHXSchwab Strategic Tr
| 0% | $716,835 10,565 shares@ $67.85 avg price | Exited |
CGMUCapital Grp Fixed Incm Etf T
| 0% | $472,724 17,215 shares@ $27.47 avg price | Exited |
PAUGInnovator Etfs Trust
| 0% | $345,170 9,117 shares@ $37.87 avg price | Exited |
SCHMSchwab Strategic Tr
| 0% | $344,907 4,151 shares@ $83.1 avg price | Exited |
CGCPCapital Grp Fixed Incm Etf T
| 0% | $284,977 12,326 shares@ $23.12 avg price | Exited |
QUALIshares Tr
| 0% | $274,150 1,529 shares@ $179.31 avg price | Exited |
AAPLApple Inc
| 0% | $261,892 1,124 shares@ $233.0 avg price | Exited |
PJULInnovator Etfs Trust
| 0% | $226,404 5,593 shares@ $40.48 avg price | Exited |
BNDVanguard Bd Index Fds
| 0% | $211,660 2,818 shares@ $75.12 avg price | Exited |
VEAVanguard Tax-managed Fds
| 0% | $207,279 3,925 shares@ $52.81 avg price | Exited |