Stillwater Capital Advisors, LLC has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $675 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $55M, Microsoft Corp with a value of $49.9M, Apple Inc. with a value of $44.2M, Broadcom Inc. with a value of $40M, and Technology Sector Spdr with a value of $31.8M.

Examining the 13F form we can see an increase of $51.6M in the current position value, from $624M to 675M.

Below you can find more details about Stillwater Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $675 Million
Technology: $190 Million
ETFs: $182 Million
Healthcare: $60.1 Million
Financial Services: $56.3 Million
Industrials: $43.4 Million
Consumer Cyclical: $41.9 Million
Consumer Defensive: $41.3 Million
Communication Services: $40.8 Million
Other: $19.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $675 Million
  • Prior Value $624 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 16, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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