Stillwater Capital Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Stillwater Capital Advisors, LLC reported 69 stock positions worth $808.5 million. Its top holding was Nvidia (NVDA) at 8.3% of the portfolio, followed by Broadcom (AVGO, 8.3%) and Apple (AAPL, 7.8%). Compared with Q3 2024, it opened 1 new position, sold out of 5, added to 36 and reduced 20. The biggest buy was Amazon.com (AMZN, shares +1%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- DEVON, PA
- CIK
- 0001482970
- Portfolio Value
- $808.5M (Q4 2024)
- SEC Filing
- 0001482970-25-000001 ↗ filed Jan 16, 2025
Holdings Value
Holdings 69 stocks · $808.5M
| NVDA Nvidia Corp. | 8.34% | 502,263 | $67.4M | Reduce -1.9% |
| AVGO Broadcom Inc. | 8.27% | 288,448 | $66.9M | Reduce -1.0% |
| AAPL Apple Inc. | 7.80% | 251,690 | $63.0M | Reduce -0.6% |
| MSFT Microsoft Corp. | 6.01% | 115,372 | $48.6M | Add +0.0% |
| XLK SS Technology Select Sector | 4.61% | 160,435 | $37.3M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 3.68% | 157,158 | $29.8M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 3.33% | 112,410 | $26.9M | Add +0.3% |
| AMZN Amazon.com Inc. | 2.96% | 108,929 | $23.9M | Add +1.4% |
| WMT Walmart Inc. | 2.83% | 253,659 | $22.9M | Add +0.8% |
| MAR Marriott International Class A | 2.62% | 75,852 | $21.2M | Add +1.1% |
| TMUS T-Mobile US Inc. | 2.60% | 95,248 | $21.0M | Add +0.9% |
| RTX RTX Corp. | 2.60% | 181,564 | $21.0M | Add +0.7% |
| HD Home Depot Inc. | 2.44% | 50,798 | $19.8M | Add +1.0% |
| BLK BlackRock Inc. | 2.41% | 18,997 | $19.5M | Add +1.3% |
| V Visa Inc. Class A | 2.40% | 61,336 | $19.4M | Add +1.2% |
| CEG Constellation Energy | 2.35% | 84,969 | $19.0M | Add +1.3% |
| MRK Merck & Co. Inc. | 2.24% | 181,997 | $18.1M | Add +0.9% |
| UNH Unitedhealth Group Inc. | 2.21% | 35,267 | $17.8M | Add +1.0% |
| IYW iShares Ustechnology ETF | 2.17% | 109,743 | $17.5M | Reduce -0.0% |
| IWF iShares Russell 1000 Growth | 2.05% | 41,303 | $16.6M | Reduce -2.9% |
| ABBV Abbvie Inc. | 2.00% | 90,816 | $16.1M | Add +1.1% |
| XOM Exxon Mobil Corp. | 1.95% | 146,922 | $15.8M | Add +1.5% |
| CAT Caterpillar Inc. | 1.85% | 41,315 | $15.0M | Add +1.5% |
| XLF SS Financial Select Sector | 1.79% | 299,659 | $14.5M | Add +2.4% |
| XLY SS Consumer Disc Select Sect | 1.77% | 63,784 | $14.3M | Add +1.6% |
| XLV SS Health Care Select Sector | 1.74% | 101,986 | $14.0M | Add +1.9% |
| XLC SS Comm Select Sector SPDR | 1.65% | 137,504 | $13.3M | Add +3.5% |
| KO The Coca-Cola Co. | 1.55% | 200,897 | $12.5M | Add +1.8% |
| MDLZ Mondelez International Inc. Class A | 1.43% | 193,440 | $11.6M | Add +1.5% |
| XLI SS Industrial Select Sector | 1.25% | 76,991 | $10.1M | Add +1.8% |
| XLP SS Consumer Staples Sel Sect | 1.08% | 110,703 | $8.7M | Add +3.0% |
| VYM Vanguard High DVD Yield ETF | 0.89% | 56,469 | $7.2M | Reduce -0.6% |
| XLE SS Energy Select Sector | 0.81% | 76,510 | $6.6M | Add +4.5% |
| IYF iShares US Financials ETF | 0.75% | 54,509 | $6.0M | Add +6.5% |
| IYH iShares U.S. Healthcare ETF | 0.71% | 98,785 | $5.8M | Add +4.0% |
| VEA Vanguard Ftse Developed ETF | 0.67% | 113,242 | $5.4M | Reduce -1.7% |
| IWD iShares Russell 1000 Value E | 0.44% | 19,352 | $3.6M | Reduce -6.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.36% | 17,944 | $2.9M | Reduce -0.3% |
| IYC iShares US Consumer Discreti | 0.35% | 29,290 | $2.8M | Add +13.0% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.24% | 21,865 | $2.0M | Reduce -0.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.24% | 17,804 | $1.9M | Reduce -0.3% |
| IYJ iShares U.S. Industrials ETF | 0.23% | 13,883 | $1.9M | Add +20.6% |
| SHW The Sherwin-Williams Co. | 0.18% | 4,230 | $1.4M | No change |
| IWP iShares Russell Mid-Cap Grow | 0.17% | 10,768 | $1.4M | Reduce -1.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.16% | 17,425 | $1.3M | Add +4.2% |
| XLRE SS Real Estate Select Sector | 0.16% | 31,902 | $1.3M | Add +3.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 4,580 | $1.2M | Reduce -8.4% |
| XLB SS Materials Select Sector | 0.14% | 13,507 | $1.1M | Add +6.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 4,543 | $1.1M | Reduce -8.6% |
| IYK iShares US Consumer Staples | 0.13% | 16,531 | $1.1M | Reduce -0.1% |
| LNWO Light & Wonder Inc. | 0.11% | 10,161 | $878K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.11% | 9,709 | $858K | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.10% | 1,094 | $845K | No change |
| IWM iShares Russell 2000 ETF | 0.10% | 3,506 | $775K | Add +2.8% |
| GOOG Alphabet Inc. Class C | 0.09% | 3,972 | $756K | Reduce -0.8% |
| AGG iShares Core U.S. Aggregate | 0.09% | 7,530 | $730K | No change |
| TSLA Tesla Inc. | 0.08% | 1,630 | $658K | Reduce -0.3% |
| FULT Fulton Financial Corp. | 0.07% | 28,017 | $540K | New |
| META Meta Platforms Inc. Class A | 0.05% | 744 | $436K | Add +0.7% |
| OKE Oneok Inc. | 0.04% | 3,141 | $315K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 507 | $297K | No change |
| COR Cencora Inc. | 0.03% | 1,236 | $278K | No change |
| IJR iShares Core S&P Small-Cap E | 0.03% | 2,380 | $274K | Reduce -1.2% |
| LRCX Lam Research Corp. | 0.03% | 3,608 | $261K | No change |
| DVY iShares Select Dividend ETF | 0.03% | 1,971 | $259K | No change |
| WDAY Workday Inc. Class A | 0.03% | 993 | $256K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.03% | 605 | $248K | No change |
| EEM iShares MSCI Emerging Market | 0.03% | 5,935 | $248K | Reduce -9.0% |
| OPK Opko Health Inc. | 0.00% | 11,380 | $17K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| VEA Vanguard Ftse Developed ETF | Reduce -1.7% | 0.67% | −0.12 |
| IWD iShares Russell 1000 Value E | Reduce -6.9% | 0.44% | −0.07 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.6% | 0.89% | −0.05 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -0.3% | 0.36% | −0.03 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.03 |
| SNY Sanofi-ADR | Sold out | 0.00% | −0.03 |
| CI The Cigna Group | Sold out | 0.00% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -8.4% | 0.15% | −0.02 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -0.3% | 0.24% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.6% | 0.14% | −0.02 |
| IYK iShares US Consumer Staples | Reduce -0.1% | 0.13% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -2.9% | 2.05% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -0.3% | 0.24% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -9.0% | 0.03% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.1% | 0.11% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.2% | 0.03% | −0.00 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.6% | 0.17% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -0.8% | 0.09% | +0.01 |
| IYW iShares Ustechnology ETF | Reduce -0.0% | 2.17% | +0.01 |
| TSLA Tesla Inc. | Reduce -0.3% | 0.08% | +0.03 |
| AAPL Apple Inc. | Reduce -0.6% | 7.80% | +0.17 |
| NVDA Nvidia Corp. | Reduce -1.9% | 8.34% | +0.31 |
| AVGO Broadcom Inc. | Reduce -1.0% | 8.27% | +1.78 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +1.4% | 2.96% | +0.37 |
| GOOGL Alphabet Inc. Class A | Add +0.9% | 3.68% | +0.34 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 3.33% | +0.28 |
| V Visa Inc. Class A | Add +1.2% | 2.40% | +0.25 |
| WMT Walmart Inc. | Add +0.8% | 2.83% | +0.21 |
| MAR Marriott International Class A | Add +1.1% | 2.62% | +0.21 |
| XLY SS Consumer Disc Select Sect | Add +1.6% | 1.77% | +0.14 |
| BLK BlackRock Inc. | Add +1.3% | 2.41% | +0.11 |
| XLC SS Comm Select Sector SPDR | Add +3.5% | 1.65% | +0.09 |
| TMUS T-Mobile US Inc. | Add +0.9% | 2.60% | +0.08 |
| XLF SS Financial Select Sector | Add +2.4% | 1.79% | +0.08 |
| FULT Fulton Financial Corp. | New | 0.07% | +0.07 |
| IYF iShares US Financials ETF | Add +6.5% | 0.75% | +0.06 |
| IYC iShares US Consumer Discreti | Add +13.0% | 0.35% | +0.05 |
| IYJ iShares U.S. Industrials ETF | Add +20.6% | 0.23% | +0.03 |
| XLK SS Technology Select Sector | Add +1.9% | 4.61% | +0.02 |
| META Meta Platforms Inc. Class A | Add +0.7% | 0.05% | −0.00 |
| IWM iShares Russell 2000 ETF | Add +2.8% | 0.10% | −0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +4.2% | 0.16% | −0.01 |
| XLB SS Materials Select Sector | Add +6.7% | 0.14% | −0.02 |
| XLRE SS Real Estate Select Sector | Add +3.4% | 0.16% | −0.02 |
| XLE SS Energy Select Sector | Add +4.5% | 0.81% | −0.02 |
| XLI SS Industrial Select Sector | Add +1.8% | 1.25% | −0.07 |
| XLP SS Consumer Staples Sel Sect | Add +3.0% | 1.08% | −0.08 |
| IYH iShares U.S. Healthcare ETF | Add +4.0% | 0.71% | −0.09 |
| HD Home Depot Inc. | Add +1.0% | 2.44% | −0.19 |
| CAT Caterpillar Inc. | Add +1.5% | 1.85% | −0.20 |
| RTX RTX Corp. | Add +0.7% | 2.60% | −0.22 |
| XOM Exxon Mobil Corp. | Add +1.5% | 1.95% | −0.24 |
| XLV SS Health Care Select Sector | Add +1.9% | 1.74% | −0.26 |
| KO The Coca-Cola Co. | Add +1.8% | 1.55% | −0.28 |
| ABBV Abbvie Inc. | Add +1.1% | 2.00% | −0.30 |
| MDLZ Mondelez International Inc. Class A | Add +1.5% | 1.43% | −0.39 |
| MSFT Microsoft Corp. | Add +0.0% | 6.01% | −0.40 |
| MRK Merck & Co. Inc. | Add +0.9% | 2.24% | −0.41 |
| UNH Unitedhealth Group Inc. | Add +1.0% | 2.21% | −0.43 |
| CEG Constellation Energy | Add +1.3% | 2.35% | −0.47 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 71 | $980.6M | AAPL, AVGO, XLK, NVDA, GOOGL |
| Q1 2026 | 68 | $876.1M | AAPL, AVGO, NVDA, GOOGL, XLK |
| Q4 2025 | 70 | $930.4M | AVGO, AAPL, NVDA, MSFT, GOOGL |
| Q3 2025 | 71 | $888.2M | AVGO, NVDA, AAPL, MSFT, XLK |
| Q2 2025 | 70 | $786.4M | AVGO, MSFT, NVDA, AAPL, XLK |
| Q1 2025 | 69 | $716.7M | AAPL, NVDA, AVGO, MSFT, XLK |
| Q4 2024 | 69 | $808.5M | NVDA, AVGO, AAPL, MSFT, XLK |
| Q3 2024 | 73 | $773.9M | NVDA, AAPL, AVGO, MSFT, XLK |
| Q2 2024 | 49 | $716.6M | NVDA, AAPL, MSFT, AVGO, XLK |
| Q1 2024 | 69 | $675.2M | NVDA, MSFT, AAPL, AVGO, XLK |