Stillwater Wealth Management Group

Stillwater Wealth Management Group as of March 31, 2025

Portfolio Holdings for Stillwater Wealth Management Group

Stillwater Wealth Management Group holds 69 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.9 $5.6M 25k 222.13
Costco Wholesale Corporation (COST) 3.6 $4.2M 4.4k 945.77
Ishares Tr Core Div Grwth (DGRO) 3.6 $4.2M 68k 61.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.3 $3.8M 7.2k 532.58
Microsoft Corporation (MSFT) 3.3 $3.8M 10k 375.38
Pacer Fds Tr Us Cash Cows 100 (COWZ) 3.1 $3.6M 65k 54.76
JPMorgan Chase & Co. (JPM) 3.0 $3.4M 14k 245.30
Abbvie (ABBV) 2.9 $3.4M 16k 209.52
Exxon Mobil Corporation (XOM) 2.9 $3.4M 28k 118.93
Waste Management (WM) 2.9 $3.3M 14k 231.51
Amazon (AMZN) 2.8 $3.3M 17k 190.26
Visa Com Cl A (V) 2.8 $3.2M 9.2k 350.44
Eli Lilly & Co. (LLY) 2.7 $3.1M 3.8k 825.95
McDonald's Corporation (MCD) 2.6 $3.0M 9.8k 312.37
Wal-Mart Stores (WMT) 2.6 $3.0M 35k 87.79
Proshares Tr S&p 500 Dv Arist (NOBL) 2.6 $3.0M 30k 102.18
Amgen (AMGN) 2.6 $3.0M 9.6k 311.55
Pacer Fds Tr Metaurus Cap 400 (QDPL) 2.6 $3.0M 82k 36.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.5 $2.8M 6.1k 468.89
Broadcom (AVGO) 2.4 $2.8M 17k 167.43
Home Depot (HD) 2.4 $2.8M 7.6k 366.50
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 2.4 $2.8M 55k 50.52
Procter & Gamble Company (PG) 2.4 $2.7M 16k 170.42
Lockheed Martin Corporation (LMT) 2.3 $2.6M 5.9k 446.69
Stryker Corporation (SYK) 2.2 $2.5M 6.8k 372.27
NVIDIA Corporation (NVDA) 2.2 $2.5M 23k 108.38
Alphabet Cap Stk Cl C (GOOG) 2.0 $2.3M 15k 156.23
Coca-Cola Company (KO) 1.9 $2.2M 31k 71.62
TJX Companies (TJX) 1.9 $2.2M 18k 121.80
Chubb (CB) 1.7 $2.0M 6.6k 301.99
UnitedHealth (UNH) 1.7 $2.0M 3.8k 523.79
Oracle Corporation (ORCL) 1.6 $1.9M 14k 139.81
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.6 $1.9M 37k 51.78
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.1 $1.3M 15k 89.64
Ishares Tr U.s. Tech Etf (IYW) 0.7 $822k 5.9k 140.44
Principal Exchange Traded Us Mega Cp Etf (USMC) 0.6 $751k 13k 56.78
Altria (MO) 0.6 $669k 11k 60.02
Ishares Tr S&p 100 Etf (OEF) 0.5 $635k 2.3k 270.83
Abbott Laboratories (ABT) 0.5 $603k 4.5k 132.65
Chevron Corporation (CVX) 0.5 $595k 3.6k 167.29
Northrop Grumman Corporation (NOC) 0.5 $574k 1.1k 512.01
Meta Platforms Cl A (META) 0.5 $553k 960.00 576.36
Alphabet Cap Stk Cl A (GOOGL) 0.5 $548k 3.5k 154.65
International Business Machines (IBM) 0.5 $520k 2.1k 248.66
Pepsi (PEP) 0.4 $486k 3.2k 149.94
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.4 $478k 5.4k 88.00
Goldman Sachs (GS) 0.4 $468k 857.00 546.29
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $468k 17k 27.96
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $449k 3.5k 128.96
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $437k 24k 18.59
Verizon Communications (VZ) 0.4 $424k 9.4k 45.36
Johnson & Johnson (JNJ) 0.3 $385k 2.3k 165.84
Alps Etf Tr Alerian Mlp (AMLP) 0.3 $383k 7.4k 51.94
Vanguard World Financials Etf (VFH) 0.3 $379k 3.2k 119.47
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $355k 1.8k 193.02
At&t (T) 0.3 $346k 12k 28.28
Nextera Energy (NEE) 0.3 $338k 4.8k 70.90
Sprott Physical Gold Tr Unit (PHYS) 0.3 $313k 13k 24.06
Union Pacific Corporation (UNP) 0.2 $258k 1.1k 236.24
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $257k 1.3k 197.46
Vanguard World Comm Srvc Etf (VOX) 0.2 $252k 1.7k 148.39
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $246k 1.3k 194.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $243k 473.00 513.85
MPLX Com Unit Rep Ltd (MPLX) 0.2 $241k 4.5k 53.52
Mastercard Incorporated Cl A (MA) 0.2 $239k 436.00 548.12
Vanguard World Health Car Etf (VHT) 0.2 $238k 900.00 264.73
Select Sector Spdr Tr Indl (XLI) 0.2 $216k 1.7k 131.07
Raytheon Technologies Corp (RTX) 0.2 $216k 1.6k 132.49
Merck & Co (MRK) 0.2 $216k 2.4k 89.76