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CIK: 0002063941
Total reported value
$161.8M
$161.8M
68 檔
13.9%
As reported in its official Q4 2024 Form 13F filing, Stillwater Wealth Management Group's tracked investment portfolio stood at $161.8M with 68 total positions.
During Q4 2024, Stillwater Wealth Management Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.12% | -0.69% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.73% | -0.96% | — | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.57% | -0.45% | — | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.51% | +0.32% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.30% | -0.35% | — | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.09% | -0.13% | — | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.03% | +0.07% | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.81% | -0.47% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.75% | -0.34% | — | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 2.67% | +0.12% | — | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.59% | -0.76% | — | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.54% | +0.87% | — | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.54% | +0.38% | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.52% | -0.11% | — | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.51% | -0.52% | — | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 2.47% | -0.75% | — | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 2.46% | -0.29% | — | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.37% | -0.05% | — | |
| 19 | WM | Waste Management Inc | Stock-Industrials | 2.37% | -0.05% | — | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 2.34% | -0.65% | — | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.30% | +0.35% | — | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 2.11% | -0.22% | — | |
| 23 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 2.10% | -0.75% | — | |
| 24 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.08% | — | — | |
| 25 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 2.06% | -0.07% | — | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 2.03% | +0.10% | — | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.98% | -0.01% | — | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.93% | — | — | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 1.90% | — | — | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 1.80% | +0.57% | NEW | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.76% | -0.07% | — | |
| 32 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.58% | -0.05% | — | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.50% | +0.04% | — | |
| 34 | GD | General Dynamics CORP | Stock-Industrials | 1.44% | — | — | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 1.05% | — | — | |
| 36 | CB | Chubb Limited | Stock-Financials | 1.02% | +0.13% | — | |
| 37 | USMC | Principal US Mega-cap ETF | ETF-Other | 0.99% | -0.07% | — | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.99% | -0.10% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.07% | — | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | +0.62% | — | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.51% | -0.01% | — | |
| 42 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.47% | +0.04% | — | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | -0.10% | — | |
| 44 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.45% | -0.03% | — | |
| 45 | ET | Energy Transfer LP | Stock-Energy | 0.45% | — | — | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.44% | +0.46% | — | |
| 47 | FTCS | First Trust Capital Strength | ETF-Other | 0.43% | -0.04% | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | -0.04% | — | |
| 49 | MO | Altria Group Inc | Stock-Consumer Staples | 0.41% | +0.17% | — | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.38% | +0.16% | — |
According to official SEC Form 13F filings, Stillwater Wealth Management Group reported a total U.S. public equity portfolio value of $161.8M across 68 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AVGO) accounted for 13.9% of total reported equity market value during Q4 2024.
During Q4 2024, Stillwater Wealth Management Group's top holdings by market value included AAPL (6.1%)、MSFT (3.7%)、AVGO (3.6%). The largest single position, AAPL, represented 6.1% of total portfolio value.
In Q4 2024, Stillwater Wealth Management Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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