Stillwater Wealth Management Group
- SEC CIK
- 0002063941
- 最新申報
- 2026/5/11
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/4/14 申報。只含多頭部位。
- 持股檔數
- 68
- 2024 年第 3 季沒有申報
- 總值
- $1.11 億
- 2024 年第 3 季沒有申報
Stillwater Wealth Management Group 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 27,236 | $682.1 萬 | 6.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,843 | $414.9 萬 | 3.7% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 17,157 | $397.8 萬 | 3.6% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,262 | $390.5 萬 | 3.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,769 | $367.9 萬 | 3.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,742 | $344.7 萬 | 3.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 54,943 | $337.0 萬 | 3.0% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 13,072 | $313.4 萬 | 2.8% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 22,831 | $306.6 萬 | 2.8% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 32,955 | $297.7 萬 | 2.7% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 3,731 | $288.0 萬 | 2.6% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 26,299 | $282.9 萬 | 2.5% | – | – | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 50,032 | $282.6 萬 | 2.5% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,200 | $281.0 萬 | 2.5% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 14,663 | $279.2 萬 | 2.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 8,716 | $275.5 萬 | 2.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,439 | $274.4 萬 | 2.5% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 9,124 | $264.5 萬 | 2.4% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 13,055 | $263.4 萬 | 2.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 6,713 | $261.1 萬 | 2.3% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,281 | $256.6 萬 | 2.3% | – | – | 歷史 |
| SYKStryker Corp | Stock | 6,519 | $234.7 萬 | 2.1% | – | – | 歷史 |
| Pacer FDS Tr69374H436 | METAURUS CAP 400 | 60,914 | $233.8 萬 | 2.1% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 23,320 | $232.2 萬 | 2.1% | – | – | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 45,594 | $228.9 萬 | 2.1% | – | – | – |
| AMGNAmgen Inc | Stock | 8,681 | $226.3 萬 | 2.0% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 13,161 | $220.6 萬 | 2.0% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,252 | $215.1 萬 | 1.9% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 12,720 | $212.0 萬 | 1.9% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 27,960 | $200.4 萬 | 1.8% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 16,238 | $196.2 萬 | 1.8% | – | – | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 31,231 | $176.1 萬 | 1.6% | – | – | – |
| KOCoca Cola Co | Stock | 26,914 | $167.6 萬 | 1.5% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 6,107 | $160.9 萬 | 1.4% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,117 | $116.7 萬 | 1.0% | – | – | 歷史 |
| CBChubb Ltd | Stock | 4,131 | $114.1 萬 | 1.0% | – | – | 歷史 |
| Principal Exchange Traded FD74255Y870 | US MEGA CP ETF | 18,423 | $110.6 萬 | 1.0% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 6,922 | $110.4 萬 | 1.0% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,619 | $68.5 萬 | 0.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,076 | $63.0 萬 | 0.6% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 3,740 | $56.9 萬 | 0.5% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,127 | $52.9 萬 | 0.5% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 4,542 | $51.4 萬 | 0.5% | – | – | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 5,395 | $50.0 萬 | 0.4% | – | – | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 25,415 | $49.8 萬 | 0.4% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 857 | $49.1 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 5,404 | $47.5 萬 | 0.4% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 2,115 | $46.5 萬 | 0.4% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 8,755 | $45.8 萬 | 0.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,903 | $42.0 萬 | 0.4% | – | – | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 1,871 | $39.4 萬 | 0.4% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 3,299 | $39.0 萬 | 0.3% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,526 | $36.5 萬 | 0.3% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,505 | $33.8 萬 | 0.3% | – | – | – |
| VZVerizon Communications Inc | Stock | 7,839 | $31.3 萬 | 0.3% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 11,330 | $31.0 萬 | 0.3% | – | – | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 14,800 | $29.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,162 | $29.5 萬 | 0.3% | – | – | – |
| ZIMZIM Integrated Shipping Services Ltd. | SHS | 13,250 | $28.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 1,824 | $28.3 萬 | 0.3% | – | – | – |
| CCICrown Castle Inc. | REIT | 2,835 | $25.7 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 11,083 | $25.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 458 | $24.7 萬 | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 2,429 | $24.2 萬 | 0.2% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,792 | $23.6 萬 | 0.2% | – | – | – |
| MAMastercard Inc | Stock | 436 | $23.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,055 | $20.7 萬 | 0.2% | – | – | – |
| Emx Rty Corp26873J107 | COM | 10,000 | $1.73 萬 | <0.1% | – | – | – |