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 Market Cap. of $300 Millions to $2 Billions

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

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
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