Portfolio (Quarterly)
Guide ↗
Pillar Financial Advisors, LLC
· CIK 0002054958| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CNS | COHEN & STEERS INC | Financial Services | 14,008 | $879K | 0.53% | SOLD |
| 2 | SPYM | SPDR SERIES TRUST | — | 147 | $12K | 0.01% | SOLD |
| 3 | BLFS | BIOLIFE SOLUTIONS INC | Healthcare | 396 | $10K | 0.01% | SOLD |
| 4 | SPMD | SPDR SERIES TRUST | — | 41 | $2K | 0.00% | SOLD |
| 5 | RKT | ROCKET COS INC | Financial Services | 44 | $852.0 | 0.00% | SOLD |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | — | 11 | $532.0 | — | SOLD |
| 7 | VWOB | VANGUARD WHITEHALL FDS | — | 7 | $473.0 | — | SOLD |
| 8 | V | VISA INC | Financial Services | 1 | $351.0 | — | SOLD |
| 9 | IUSB | ISHARES TR | — | 1 | $47.0 | — | SOLD |
Sector Allocation
Financial Services
53.1%
Healthcare
13.2%
Utilities
11.0%
Real Estate
9.7%
Technology
5.5%
Energy
5.5%
Consumer Defensive
1.4%
Consumer Cyclical
0.5%
Communication Services
0.1%