Stillwater Wealth Management Group Purchases in Q1 2025

Stillwater Wealth Management Group

  • $115 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.01K
+ 16.34%
$442.66 - $534.52 $448K - $541K
7.21K $3.84B
CB
Chubb LTD

Financial Services
2.48K
+ 60.11%
$257.71 - $301.99 $640K - $750K
6.61K $2B
FTCS
First Trust Capital Strength E

ETFs
9.3K
+ 172.0%
$86.39 - $91.35 $803K - $849K
14.7K $1.32B
DGRO
Ishares Core Dividend Growth E

ETFs
12.6K
+ 23.0%
$60.46 - $64.42 $764K - $814K
67.6K $4.18B
AMGN
Amgen Inc

Healthcare
965
+ 11.12%
$258.59 - $327.36 $250K - $316K
9.65K $3.01B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
15K
+ 30.01%
$53.6 - $58.97 $805K - $885K
65K $3.56B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
6.21K
+ 26.64%
$97.38 - $104.52 $605K - $649K
29.5K $3.02B
WM
Waste Management Inc

Industrials
1.32K
+ 10.1%
$200.54 - $233.78 $265K - $308K
14.4K $3.33B
ABBV
Abb Vie Inc.

Healthcare
812
+ 5.26%
$169.2 - $216.66 $137K - $176K
16.3K $3.4B
QDPL
Pacer Fds Tr Metaurus Us Large
21.1K
+ 34.62%
$36.5 - $40.04 $770K - $844K
82K $2.99B
XOM
Exxon Mobil Corp

Energy
2.04K
+ 7.76%
$105.44 - $118.93 $215K - $243K
28.3K $3.37B
PG
Procter & Gamble CO

Consumer Defensive
2.85K
+ 21.62%
$158.56 - $176.26 $451K - $502K
16K $2.73B
KO
Coca Cola CO

Consumer Defensive
3.72K
+ 13.81%
$60.81 - $72.32 $226K - $269K
30.6K $2.19B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
9.44K
+ 20.7%
$49.22 - $51.73 $464K - $488K
55K $2.78B
V
Visa Inc.

Financial Services
469
+ 5.38%
$306.92 - $362.71 $144K - $170K
9.19K $3.22B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.48K
New
$126.11 - $135.06 $439K - $470K
3.48K $449M
MCD
Mcdonalds Corp

Consumer Cyclical
632
+ 6.93%
$279.74 - $321.29 $177K - $203K
9.76K $3.05B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.37K
New
$48.65 - $53.06 $358K - $391K
7.37K $383M
COST
Costco Wholesale Corp

Consumer Defensive
177
+ 4.15%
$890.62 - $1076.86 $158K - $191K
4.44K $4.2B
JPM
Jpmorgan Chase & CO

Financial Services
870
+ 6.66%
$225.19 - $279.95 $196K - $244K
13.9K $3.42B
MPLX
Mplx LP

Energy
4.5K
New
$47.88 - $54.65 $215K - $246K
4.5K $241M
LLY
Eli Lilly & CO

Healthcare
40
+ 1.07%
$725.72 - $929.72 $29K - $37.2K
3.77K $3.11B
RTX
Raytheon Technologies Corp

Industrials
1.63K
New
$114.1 - $135.66 $186K - $221K
1.63K $216M
MO
Altria Group, Inc.

Consumer Defensive
2.39K
+ 27.29%
$50.81 - $60.02 $121K - $143K
11.1K $669M
TJX
Tjx Companies Inc

Consumer Cyclical
1.59K
+ 9.76%
$112.81 - $126.16 $179K - $200K
17.8K $2.17B
SYK
Stryker Corp

Healthcare
298
+ 4.57%
$355.18 - $399.9 $106K - $119K
6.82K $2.54B
HD
Home Depot, Inc.

Consumer Cyclical
919
+ 13.69%
$347.25 - $424.87 $319K - $390K
7.63K $2.8B
CVX
Chevron Corp

Energy
652
+ 22.46%
$146.71 - $167.97 $95.7K - $110K
3.56K $595M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.41K
+ 47.73%
$27.01 - $28.54 $146K - $154K
16.7K $468M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.38K
+ 17.21%
$51.45 - $58.51 $277K - $314K
36.6K $1.9B
VZ
Verizon Communications Inc

Communication Services
1.51K
+ 19.3%
$37.81 - $46.49 $57.2K - $70.3K
9.35K $424M
T
At&T Inc.

Communication Services
1.14K
+ 10.31%
$21.56 - $28.28 $24.6K - $32.3K
12.2K $346M
LMT
Lockheed Martin Corp

Industrials
589
+ 11.15%
$423.19 - $506.29 $249K - $298K
5.87K $2.62B
WMT
Walmart Inc.

Consumer Defensive
1.57K
+ 4.76%
$84.5 - $105.05 $132K - $165K
34.5K $3.03B
VIG
Vanguard Dividend Appreciation

ETFs
214
+ 20.28%
N/A
1.27K $246M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15
+ 3.28%
$507.05 - $563.67 $7.61K - $8.46K
473 $243M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
40
+ 0.74%
N/A
5.44K $478M
ORCL
Oracle Corp

Technology
841
+ 6.61%
$139.81 - $186.47 $118K - $157K
13.6K $1.9B
MSFT
Microsoft Corp

Technology
372
+ 3.78%
$375.39 - $447.2 $140K - $166K
10.2K $3.83B
AMZN
Amazon Com Inc

Consumer Cyclical
527
+ 3.14%
$190.26 - $242.06 $100K - $128K
17.3K $3.29B
GOOG
Alphabet Inc.

Communication Services
375
+ 2.56%
$156.06 - $207.71 $58.5K - $77.9K
15K $2.35B
NVDA
Nvidia Corp

Technology
235
+ 1.03%
$106.98 - $149.43 $25.1K - $35.1K
23.1K $2.5B
Activity Summary
Buys All Purchases 43 New Holdings 5 Increased Positions 38 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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