Stillwater Wealth Management Group
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed April 14, 2025), Stillwater Wealth Management Group reported 68 stock positions worth $111.4 million. Its top holding was Apple (AAPL) at 6.1% of the portfolio, followed by Microsoft (MSFT, 3.7%) and Broadcom (AVGO, 3.6%).
- Most Recent 13F
- Q1 2026
- Location
- JUNO BEACH, FL
- CIK
- 0002063941
- Portfolio Value
- $111.4M (Q4 2024)
- SEC Filing
- 0002063941-25-000001 ↗ filed Apr 14, 2025
Holdings Value
Holdings 68 stocks · $111.4M
| AAPL Apple Inc. | 6.12% | 27,236 | $6.8M | — |
| MSFT Microsoft Corp. | 3.73% | 9,843 | $4.1M | — |
| AVGO Broadcom Inc. | 3.57% | 17,157 | $4.0M | — |
| COST Costco Wholesale Corp. | 3.51% | 4,262 | $3.9M | — |
| AMZN Amazon.com Inc. | 3.30% | 16,769 | $3.7M | — |
| QQQ Invesco QQQ Trust Series 1 | 3.09% | 6,742 | $3.4M | — |
| DGRO iShares Core Dividend Growth | 3.03% | 54,943 | $3.4M | — |
| JPM JPMorgan Chase & Co. | 2.81% | 13,072 | $3.1M | — |
| NVDA Nvidia Corp. | 2.75% | 22,831 | $3.1M | — |
| WMT Walmart Inc. | 2.67% | 32,955 | $3.0M | — |
| LLY Eli Lilly & Co. | 2.59% | 3,731 | $2.9M | — |
| XOM Exxon Mobil Corp. | 2.54% | 26,299 | $2.8M | — |
| COWZ Pacer US Cash Cows 100 ETF | 2.54% | 50,032 | $2.8M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 2.52% | 6,200 | $2.8M | — |
| GOOG Alphabet Inc. Class C | 2.51% | 14,663 | $2.8M | — |
| V Visa Inc. Class A | 2.47% | 8,716 | $2.8M | — |
| ABBV Abbvie Inc. | 2.46% | 15,439 | $2.7M | — |
| MCD McDonald's Corp. | 2.37% | 9,124 | $2.6M | — |
| WM Waste Management Inc. | 2.37% | 13,055 | $2.6M | — |
| HD Home Depot Inc. | 2.34% | 6,713 | $2.6M | — |
| LMT Lockheed Martin Corp. | 2.30% | 5,281 | $2.6M | — |
| SYK Stryker Corp. | 2.11% | 6,519 | $2.3M | — |
| QDPL Pacer Met US LRG Cap DVD 400 | 2.10% | 60,914 | $2.3M | — |
| NOBL Proshares S&P 500 Dividend A | 2.08% | 23,320 | $2.3M | — |
| KNG FT Vest S&P 500 DVD Arst TRG | 2.06% | 45,594 | $2.3M | — |
| AMGN Amgen Inc. | 2.03% | 8,681 | $2.3M | — |
| PG The Procter & Gamble Co. | 1.98% | 13,161 | $2.2M | — |
| UNH Unitedhealth Group Inc. | 1.93% | 4,252 | $2.2M | — |
| ORCL Oracle Corp. | 1.90% | 12,720 | $2.1M | — |
| NEE Nextera Energy Inc. | 1.80% | 27,960 | $2.0M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.76% | 16,238 | $2.0M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.58% | 31,231 | $1.8M | — |
| KO The Coca-Cola Co. | 1.50% | 26,914 | $1.7M | — |
| GD General Dynamics Corp. | 1.44% | 6,107 | $1.6M | — |
| UNP Union Pacific Corp. | 1.05% | 5,117 | $1.2M | — |
| CB Chubb Ltd. | 1.02% | 4,131 | $1.1M | — |
| USMC Principal US Mega-Cap ETF | 0.99% | 18,423 | $1.1M | — |
| IYW iShares Ustechnology ETF | 0.99% | 6,922 | $1.1M | — |
| GOOGL Alphabet Inc. Class A | 0.62% | 3,619 | $685K | — |
| META Meta Platforms Inc. Class A | 0.57% | 1,076 | $630K | — |
| PEP Pepsico Inc. | 0.51% | 3,740 | $569K | — |
| NOC Northrop Grumman Corp. | 0.47% | 1,127 | $529K | — |
| ABT Abbott Laboratories | 0.46% | 4,542 | $514K | — |
| MOAT Vaneck Morningstar Wide Moat | 0.45% | 5,395 | $500K | — |
| ET Energy Transfer LP | 0.45% | 25,415 | $498K | — |
| GS Goldman Sachs Group Inc. | 0.44% | 857 | $491K | — |
| FTCS First Trust Capital Strength | 0.43% | 5,404 | $475K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 2,115 | $465K | — |
| MO Altria Group Inc. | 0.41% | 8,755 | $458K | — |
| CVX Chevron Corp. | 0.38% | 2,903 | $420K | — |
| QQQM Invesco Nasdaq 100 ETF | 0.35% | 1,871 | $394K | — |
| VFH Vanguard Financials ETF | 0.35% | 3,299 | $390K | — |
| JNJ Johnson & Johnson | 0.33% | 2,526 | $365K | — |
| XLY SS Consumer Disc Select Sect | 0.30% | 1,505 | $338K | — |
| VZ Verizon Communications Inc. | 0.28% | 7,839 | $313K | — |
| SCHD Schwab US DVD Equity ETF | 0.28% | 11,330 | $310K | — |
| PHYS Sprott Physical Gold Trust | 0.27% | 14,800 | $298K | — |
| VHT Vanguard Health Care ETF | 0.26% | 1,162 | $295K | — |
| ZIM Zim Integrated Shipping Serv | 0.26% | 13,250 | $284K | — |
| VOX Vanguard Communication Servi | 0.25% | 1,824 | $283K | — |
| CCI Crown Castle Inc. | 0.23% | 2,835 | $257K | — |
| T AT&T Inc. | 0.23% | 11,083 | $252K | — |
| VOO Vanguard S&P 500 ETF | 0.22% | 458 | $247K | — |
| MRK Merck & Co. Inc. | 0.22% | 2,429 | $242K | — |
| XLI SS Industrial Select Sector | 0.21% | 1,792 | $236K | — |
| MA Mastercard Inc. Class A | 0.21% | 436 | $230K | — |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 1,055 | $207K | — |
| EMX Emx Royalty Corp. filed as EMX RTY CORP | 0.02% | 10,000 | $17K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.