Stillwater Wealth Management Group
- SEC CIK
- 0002063941
- Latest filing
- May 11, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Apr 14, 2025. Long positions only.
- Positions
- 68
- No filing for Q3 2024
- Portfolio value
- $111.4M
- No filing for Q3 2024
Stillwater Wealth Management Group did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 27,236 | $6.82M | 6.1% | – | – | History |
| MSFTMicrosoft Corp | Stock | 9,843 | $4.15M | 3.7% | – | – | History |
| AVGOBroadcom Inc. | Stock | 17,157 | $3.98M | 3.6% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 4,262 | $3.91M | 3.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 16,769 | $3.68M | 3.3% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,742 | $3.45M | 3.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 54,943 | $3.37M | 3.0% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 13,072 | $3.13M | 2.8% | – | – | History |
| NVDANVIDIA Corp | Stock | 22,831 | $3.07M | 2.8% | – | – | History |
| WMTWalmart Inc. | Stock | 32,955 | $2.98M | 2.7% | – | – | History |
| LLYEli Lilly & Co | Stock | 3,731 | $2.88M | 2.6% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 26,299 | $2.83M | 2.5% | – | – | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 50,032 | $2.83M | 2.5% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,200 | $2.81M | 2.5% | – | – | History |
| GOOGAlphabet Inc. | Stock | 14,663 | $2.79M | 2.5% | – | – | History |
| VVisa Inc. | Stock | 8,716 | $2.75M | 2.5% | – | – | History |
| ABBVAbbVie Inc. | Stock | 15,439 | $2.74M | 2.5% | – | – | History |
| MCDMcDonalds Corp | Stock | 9,124 | $2.64M | 2.4% | – | – | History |
| WMWaste Management Inc | Stock | 13,055 | $2.63M | 2.4% | – | – | History |
| HDHome Depot, Inc. | Stock | 6,713 | $2.61M | 2.3% | – | – | History |
| LMTLockheed Martin Corp | Stock | 5,281 | $2.57M | 2.3% | – | – | History |
| SYKStryker Corp | Stock | 6,519 | $2.35M | 2.1% | – | – | History |
| Pacer FDS Tr69374H436 | METAURUS CAP 400 | 60,914 | $2.34M | 2.1% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 23,320 | $2.32M | 2.1% | – | – | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 45,594 | $2.29M | 2.1% | – | – | – |
| AMGNAmgen Inc | Stock | 8,681 | $2.26M | 2.0% | – | – | History |
| PGProcter & Gamble Co | Stock | 13,161 | $2.21M | 2.0% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 4,252 | $2.15M | 1.9% | – | – | History |
| ORCLOracle Corp | Stock | 12,720 | $2.12M | 1.9% | – | – | History |
| NEENextera Energy Inc | Stock | 27,960 | $2.00M | 1.8% | – | – | History |
| TJXTJX Companies Inc | Stock | 16,238 | $1.96M | 1.8% | – | – | History |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 31,231 | $1.76M | 1.6% | – | – | – |
| KOCoca Cola Co | Stock | 26,914 | $1.68M | 1.5% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 6,107 | $1.61M | 1.4% | – | – | History |
| UNPUnion Pacific Corp | Stock | 5,117 | $1.17M | 1.0% | – | – | History |
| CBChubb Ltd | Stock | 4,131 | $1.14M | 1.0% | – | – | History |
| Principal Exchange Traded FD74255Y870 | US MEGA CP ETF | 18,423 | $1.11M | 1.0% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 6,922 | $1.10M | 1.0% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,619 | $685.1K | 0.6% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,076 | $630.0K | 0.6% | – | – | History |
| PEPPepsiCo Inc | Stock | 3,740 | $568.7K | 0.5% | – | – | History |
| NOCNorthrop Grumman Corp | Stock | 1,127 | $528.9K | 0.5% | – | – | History |
| ABTAbbott Laboratories | Stock | 4,542 | $513.7K | 0.5% | – | – | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 5,395 | $500.3K | 0.4% | – | – | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 25,415 | $497.9K | 0.4% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 857 | $490.7K | 0.4% | – | – | History |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 5,404 | $474.5K | 0.4% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 2,115 | $464.9K | 0.4% | – | – | History |
| MOAltria Group, Inc. | Stock | 8,755 | $457.8K | 0.4% | – | – | History |
| CVXChevron Corp | Stock | 2,903 | $420.5K | 0.4% | – | – | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 1,871 | $393.7K | 0.4% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 3,299 | $389.5K | 0.3% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,526 | $365.3K | 0.3% | – | – | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,505 | $337.6K | 0.3% | – | – | – |
| VZVerizon Communications Inc | Stock | 7,839 | $313.5K | 0.3% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 11,330 | $309.5K | 0.3% | – | – | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 14,800 | $298.1K | 0.3% | – | – | History |
| Vanguard Health Care ETF92204A504 | ETF | 1,162 | $294.8K | 0.3% | – | – | – |
| ZIMZIM Integrated Shipping Services Ltd. | SHS | 13,250 | $284.5K | 0.3% | – | – | History |
| Vanguard Communication Services ETF92204A884 | ETF | 1,824 | $282.6K | 0.3% | – | – | – |
| CCICrown Castle Inc. | REIT | 2,835 | $257.3K | 0.2% | – | – | History |
| TAT&T Inc. | Stock | 11,083 | $252.4K | 0.2% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 458 | $246.5K | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 2,429 | $241.6K | 0.2% | – | – | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,792 | $236.1K | 0.2% | – | – | – |
| MAMastercard Inc | Stock | 436 | $229.6K | 0.2% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,055 | $206.6K | 0.2% | – | – | – |
| Emx Rty Corp26873J107 | COM | 10,000 | $17.3K | <0.1% | – | – | – |