Stillwater Wealth Management Group Portfolio Holdings

Stillwater Wealth Management Group

  • $115 Billion
  • Q1 2025

Stillwater Wealth Management Group has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $115 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.61B, Costco Wholesale Corp with a value of $4.2B, Ishares Core Dividend Growth E with a value of $4.18B, Berkshire Hathaway Inc Class B with a value of $3.84B, and Microsoft Corp with a value of $3.83B.

Examining the 13F form we can see an increase of $4.11B in the current position value, from $111B to 115B.

Stillwater Wealth Management Group is based out at Juno Beach, FL

Below you can find more details about Stillwater Wealth Management Group portfolio as well as his latest detailed transactions.

Portfolio value $115 Billion
ETFs: $25.8 Billion
Technology: $17.2 Billion
Healthcare: $15.3 Billion
Financial Services: $13.5 Billion
Consumer Defensive: $13.3 Billion
Consumer Cyclical: $11.3 Billion
Industrials: $7 Billion
Energy: $4.64 Billion
Other: $4.56 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.2T
$5.61 Billion 4.86% of portfolio
25,261
Q1 2025 Reduced 7.25%
$449B
$4.2 Billion 3.64% of portfolio
4,439
Q1 2025 Added 4.15%
$0
$4.18 Billion 3.62% of portfolio
67,580
Q1 2025 Added 23.0%
$694B
$3.84 Billion 3.33% of portfolio
7,213
Q1 2025 Added 16.34%
$3.25T
$3.83 Billion 3.32% of portfolio
10,215
Q1 2025 Added 3.78%
$0
$3.56 Billion 3.08% of portfolio
65,047
Q1 2025 Added 30.01%
$741B
$3.42 Billion 2.96% of portfolio
13,942
Q1 2025 Added 6.66%
$347B
$3.4 Billion 2.95% of portfolio
16,251
Q1 2025 Added 5.26%
$430B
$3.37 Billion 2.92% of portfolio
28,339
Q1 2025 Added 7.76%
$96.4B
$3.33 Billion 2.88% of portfolio
14,374
Q1 2025 Added 10.1%
$1.9T
$3.29 Billion 2.85% of portfolio
17,296
Q1 2025 Added 3.14%
$570B
$3.22 Billion 2.79% of portfolio
9,185
Q1 2025 Added 5.38%
$781B
$3.11 Billion 2.7% of portfolio
3,771
Q1 2025 Added 1.07%
$232B
$3.05 Billion 2.64% of portfolio
9,756
Q1 2025 Added 6.93%
$270B
$3.03 Billion 2.62% of portfolio
34,523
Q1 2025 Added 4.76%
$0
$3.02 Billion 2.61% of portfolio
29,532
Q1 2025 Added 26.64%
$0
$2.99 Billion 2.59% of portfolio
82,005
Q1 2025 Added 34.62%
$0
$2.84 Billion 2.46% of portfolio
6,058
Q1 2025 Reduced 10.15%
$81.3B
$2.81 Billion 2.43% of portfolio
16,784
Q1 2025 Reduced 2.17%
$370B
$2.8 Billion 2.42% of portfolio
7,632
Q1 2025 Added 13.69%
$0
$2.78 Billion 2.41% of portfolio
55,030
Q1 2025 Added 20.7%
$376B
$2.73 Billion 2.36% of portfolio
16,007
Q1 2025 Added 21.62%
$124B
$2.62 Billion 2.27% of portfolio
5,870
Q1 2025 Added 11.15%
$144B
$2.54 Billion 2.2% of portfolio
6,817
Q1 2025 Added 4.57%
$284B
$2.5 Billion 2.16% of portfolio
23,066
Q1 2025 Added 1.03%
$1.01T
$2.35 Billion 2.03% of portfolio
15,038
Q1 2025 Added 2.56%
$310B
$2.19 Billion 1.9% of portfolio
30,630
Q1 2025 Added 13.81%
$150B
$2.17 Billion 1.88% of portfolio
17,823
Q1 2025 Added 9.76%
$119B
$2 Billion 1.73% of portfolio
6,614
Q1 2025 Added 60.11%
$379B
$1.99 Billion 1.72% of portfolio
3,792
Q1 2025 Reduced 10.82%
$403B
$1.9 Billion 1.64% of portfolio
13,561
Q1 2025 Added 6.61%
$0
$1.9 Billion 1.64% of portfolio
36,606
Q1 2025 Added 17.21%
$0
$1.32 Billion 1.14% of portfolio
14,699
Q1 2025 Added 172.0%
$0
$822 Million 0.71% of portfolio
5,850
Q1 2025 Reduced 15.49%
$0
$750 Million 0.65% of portfolio
13,217
Q1 2025 Reduced 28.26%
$107B
$669 Million 0.58% of portfolio
11,144
Q1 2025 Added 27.29%
$0
$635 Million 0.55% of portfolio
2,343
Q1 2025 New
$232B
$602 Million 0.52% of portfolio
4,542
Q4 2024 New
$265B
$595 Million 0.51% of portfolio
3,555
Q1 2025 Added 22.46%
$75.9B
$573 Million 0.5% of portfolio
1,120
Q1 2025 Reduced 0.62%
$1.25T
$553 Million 0.48% of portfolio
960
Q1 2025 Reduced 10.78%
$957B
$548 Million 0.47% of portfolio
3,543
Q1 2025 Reduced 2.1%
$223B
$520 Million 0.45% of portfolio
2,090
Q1 2025 Reduced 1.18%
$182B
$486 Million 0.42% of portfolio
3,240
Q1 2025 Reduced 13.37%
$0
$468 Million 0.41% of portfolio
16,738
Q1 2025 Added 47.73%
$0
$478 Million 0.41% of portfolio
5,435
Q1 2025 Added 0.74%
$191B
$468 Million 0.41% of portfolio
857
Q4 2024 New
$0
$449 Million 0.39% of portfolio
3,478
Q1 2025 New
$50B
$437 Million 0.38% of portfolio
23,490
Q1 2025 Reduced 7.57%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $115 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Stillwater Wealth Management Group Portfolio

Follow Stillwater Wealth Management Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stillwater Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Stillwater Wealth Management Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email