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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHXSchwab Strategic Tr
Recent Activity
Exited
0%
$716,835
10,565 shares@ $67.85 avg price
CGMUCapital Grp Fixed Incm Etf T
Recent Activity
Exited
0%
$472,724
17,215 shares@ $27.47 avg price
PAUGInnovator Etfs Trust
Recent Activity
Exited
0%
$345,170
9,117 shares@ $37.87 avg price
SCHMSchwab Strategic Tr
Recent Activity
Exited
0%
$344,907
4,151 shares@ $83.1 avg price
CGCPCapital Grp Fixed Incm Etf T
Recent Activity
Exited
0%
$284,977
12,326 shares@ $23.12 avg price
QUALIshares Tr
Recent Activity
Exited
0%
$274,150
1,529 shares@ $179.31 avg price
AAPLApple Inc
Recent Activity
Exited
0%
$261,892
1,124 shares@ $233.0 avg price
PJULInnovator Etfs Trust
Recent Activity
Exited
0%
$226,404
5,593 shares@ $40.48 avg price
BNDVanguard Bd Index Fds
Recent Activity
Exited
0%
$211,660
2,818 shares@ $75.12 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Exited
0%
$207,279
3,925 shares@ $52.81 avg price