SW
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Stillwater Wealth Management Group13F | |
Stillwater Wealth Management Group | |
Last update 2025-04-14 | 68 Stocks (0 new) |
Value $111.00 Mil | Turnover 0 % |
Stillwater Wealth Management G... Top Holdings of 2024-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 27,236 | 6,820.6 | 0% | 6.120 | 0% | 0.000 | -12.74% | -16.98% | 3,119,635.4 | Hardware | |
MSFT | Microsoft Corp | 9,843 | 4,148.7 | 0% | 3.730 | 0% | 0.000 | -13.15% | -7.86% | 2,881,411.5 | Software | |
AVGO | Broadcom Inc | 17,157 | 3,977.7 | 0% | 3.570 | 0% | 0.000 | -8.85% | -18.48% | 885,988.2 | Semiconductors | |
COST | Costco Wholesale Corp | 4,262 | 3,905.0 | 0% | 3.510 | 0% | 0.000 | +1.54% | +6.24% | 431,415.6 | Retail - Defensive | |
AMZN | Amazon.com Inc | 16,769 | 3,678.9 | 0% | 3.300 | 0% | 0.000 | -22.03% | -15.37% | 1,970,503.7 | Retail - Cyclical | |
QQQ | INVESCO QQQ Trust | 6,742 | 3,446.6 | 0% | 3.090 | 0% | 0.000 | -10.32% | -8.46% | 299,587.0 | ||
DGRO | iShares Core Dividend Growth ETF | 54,943 | 3,370.2 | 0% | 3.030 | 0% | 0.010 | -5.72% | -2.83% | 29,176.4 | ||
JPM | JPMorgan Chase & Co | 13,072 | 3,133.6 | 0% | 2.810 | 0% | 0.000 | -9.13% | +1.79% | 670,485.7 | Banks | |
NVDA | NVIDIA Corp | 22,831 | 3,066.0 | 0% | 2.750 | 0% | 0.000 | -17.04% | -20.31% | 2,610,797.6 | Semiconductors | |
WMT | Walmart Inc | 32,955 | 2,977.5 | 0% | 2.670 | 0% | 0.000 | -2.15% | +5.37% | 761,119.7 | Retail - Defensive |
Stillwater Wealth Management Group's Historical Top Holdings Breakdowns
Stillwater Wealth Management Group Total Holding History ($B)
Stillwater Wealth Management Group's Asset Allocation
Stillwater Wealth Management Group Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Stillwater Wealth Management Group's Hypothetical Growth since 2024-12-31
Stillwater Wealth Management Group's Yearly Returns
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Stillwater Wealth Management Group's Holdings Heat Map
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Stillwater Wealth Management Group's Holdings Bubble Chart
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