Stillwater Wealth Management Group Portfolio Holdings by Sector
Stillwater Wealth Management Group
- $115 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DGRO COWZ NOBL QQQ KNG JEPQ FTCS IYW 22 stocks |
$25.8 Million
22.9% of portfolio
|
13
|
9
|
3
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY AMGN JNJ MRK 5 stocks |
$10.1 Million
9.0% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$7.23 Million
6.43% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$5.73 Million
5.09% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5.61 Million
4.99% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA 2 stocks |
$5.31 Million
4.72% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$3.97 Million
3.52% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$3.84 Million
3.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$3.46 Million
3.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$3.45 Million
3.07% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$3.42 Million
3.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT NOC RTX 3 stocks |
$3.41 Million
3.03% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$3.33 Million
2.96% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3.29 Million
2.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT 2 stocks |
$3.14 Million
2.79% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$3.05 Million
2.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$2.8 Million
2.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$2.73 Million
2.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$2.68 Million
2.38% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$2.17 Million
1.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$2 Million
1.78% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1.99 Million
1.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$769,958
0.68% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET MPLX 2 stocks |
$677,519
0.6% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$668,863
0.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$519,699
0.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$468,171
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$337,606
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PHYS 1 stocks |
$312,780
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$257,974
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|