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Stillwater Wealth Management Group

13F
Stillwater Wealth Management Group
Last update 2025-04-14 68 Stocks (0 new)
Value $111.00 Mil Turnover 0 %
Countries:
Stillwater Wealth Management G... Top Holdings of 2024-12-31 View Full List
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)

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Stillwater Wealth Management Group's Asset Allocation

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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

Year Portfolio % % Excess Gain %

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