Sponsored

The Analysis of Stillwater Private Wealth, LLC's Holdings & P&L

Currently, Stillwater Private Wealth, LLC holds 78 types of securities in its portfolio with a total value $118.2K. In the most recent quarter, they have increased their positions in BOXX (+121.8K shares, valued at $14.2K), SCHB (+308.0K shares, valued at $7.7K), N/A (+141.8K shares, valued at $6.3K); initiated new positions in BOXX (+121.8K shares, valued at $14.2K), SCHB (+308.0K shares, valued at $7.7K), N/A (+141.8K shares, valued at $6.3K).

1M P&L

+816.7K+0.71%

3M P&L

+2.7M+2.38%

HY P&L

+5.7M+5.20%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A98.5K

90.9%

2Consumer Electronics1.6K

1.5%

3Drug Manufacturers - General1.2K

1.1%

Top Industries by Stock Count

1N/A52 stocks

70.3%

2Drug Manufacturers - General3 stocks

4.1%

3Banks - Regional2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF121.8K sharesnew addition2026-03-312026-06-03

SCHB SCHWAB U.S. BROAD MARKET ETF308.0K sharesnew addition2026-03-312026-06-03

ABRDN PHYSICAL GOLD SHARES ETF ABRDN PHYSICAL GOLD SHARES ETF141.8K sharesnew addition2026-03-312026-06-03

SCHX SCHWAB U.S. LARGE-CAP ETF234.8K sharesnew addition2026-03-312026-06-03

QVAL ALPHA ARCHITECT US QUANTITATIVE VALUE ETF101.5K sharesnew addition2026-03-312026-06-03

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF64.4K sharesnew addition2026-03-312026-06-03

HIDE ALPHA ARCHITECT HIGH INFLATION & DEFLATION ETF178.7K sharesnew addition2026-03-312026-06-03

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF131.6K sharesnew addition2026-03-312026-06-03

Sponsored

MOAT VANECK MORNINGSTAR WIDE MOAT ETF35.5K sharesnew addition2026-03-312026-06-03

TIP ISHARES TIPS BOND ETF30.6K sharesnew addition2026-03-312026-06-03

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF102.1K sharesnew addition2026-03-312026-06-03

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF15.4K sharesnew addition2026-03-312026-06-03

MOOD RELATIVE SENTIMENT TACTICAL ALLOCATION ETF71.5K sharesnew addition2026-03-312026-06-03

STIP ISHARES 0-5 YEAR TIPS BOND ETF27.2K sharesnew addition2026-03-312026-06-03

VT VANGUARD TOTAL WORLD STOCK ETF17.8K sharesnew addition2026-03-312026-06-03

CAOS ALPHA ARCHITECT TAIL RISK ETF25.5K sharesnew addition2026-03-312026-06-03

Sponsored

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF36.6K sharesnew addition2026-03-312026-06-03

XMMO INVESCO S&P MIDCAP MOMENTUM ETF15.3K sharesnew addition2026-03-312026-06-03

SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF81.4K sharesnew addition2026-03-312026-06-03

VEA VANGUARD FTSE DEVELOPED MARKETS ETF28.9K sharesnew addition2026-03-312026-06-03

FTLS FIRST TRUST LONG/SHORT EQUITY ETF26.1K sharesnew addition2026-03-312026-06-03

AAPL APPLE INC COM6.5K sharesnew addition2026-03-312026-06-03

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF15.7K sharesnew addition2026-03-312026-06-03

ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF34.3K sharesnew addition2026-03-312026-06-03

Sponsored

QMOM ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF20.8K sharesnew addition2026-03-312026-06-03

DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN23.6K sharesnew addition2026-03-312026-06-03

FRDM FREEDOM 100 EMERGING MARKETS ETF19.7K sharesnew addition2026-03-312026-06-03

DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF21.7K sharesnew addition2026-03-312026-06-03

USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF28.3K sharesnew addition2026-03-312026-06-03

AMZN AMAZON COM INC COM5.0K sharesnew addition2026-03-312026-06-03

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF20.0K sharesnew addition2026-03-312026-06-03

SCHO SCHWAB SHORT-TERM US TREASURY ETF39.7K sharesnew addition2026-03-312026-06-03

Sponsored

SPGM STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF11.8K sharesnew addition2026-03-312026-06-03

BSV VANGUARD SHORT-TERM BOND ETF10.1K sharesnew addition2026-03-312026-06-03

MSFT MICROSOFT CORP COM2.1K sharesnew addition2026-03-312026-06-03

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF14.1K sharesnew addition2026-03-312026-06-03

EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF27.3K sharesnew addition2026-03-312026-06-03

HGER HARBOR COMMODITY ALL-WEATHER STRATEGY ETF21.8K sharesnew addition2026-03-312026-06-03

MCD MCDONALDS CORP COM2.2K sharesnew addition2026-03-312026-06-03

IJR ISHARES CORE S&P SMALL CAP ETF4.7K sharesnew addition2026-03-312026-06-03

Sponsored

LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF14.2K sharesnew addition2026-03-312026-06-03

SPY STATE STREET SPDR S&P 500 ETF838 sharesnew addition2026-03-312026-06-03

DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF17.4K sharesnew addition2026-03-312026-06-03

IVV ISHARES CORE S&P 500 ETF793 sharesnew addition2026-03-312026-06-03

JPM JPMORGAN CHASE & CO COM1.7K sharesnew addition2026-03-312026-06-03

LLY ELI LILLY & CO COM529 sharesnew addition2026-03-312026-06-03

AMD ADVANCED MICRO DEVICES INC COM2.2K sharesnew addition2026-03-312026-06-03

VV VANGUARD LARGE-CAP ETF1.5K sharesnew addition2026-03-312026-06-03

Sponsored

ORCL ORACLE CORP COM2.9K sharesnew addition2026-03-312026-06-03

SCHE SCHWAB EMERGING MARKETS EQUITY ETF12.9K sharesnew addition2026-03-312026-06-03

VWO VANGUARD FTSE EMERGING MARKETS ETF7.1K sharesnew addition2026-03-312026-06-03

RTX RTX CORPORATION COM2.0K sharesnew addition2026-03-312026-06-03

JNJ JOHNSON & JOHNSON COM1.5K sharesnew addition2026-03-312026-06-03

DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND2.2K sharesnew addition2026-03-312026-06-03

AMGN AMGEN INC COM1.0K sharesnew addition2026-03-312026-06-03

EUAD SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF8.2K sharesnew addition2026-03-312026-06-03

Sponsored

SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF3.0K sharesnew addition2026-03-312026-06-03

BLACKROCK INC COM BLACKROCK INC COM335 sharesnew addition2026-03-312026-06-03

NVDA NVIDIA CORPORATION COM1.8K sharesnew addition2026-03-312026-06-03

IJH ISHARES CORE S&P MID-CAP ETF4.7K sharesnew addition2026-03-312026-06-03

JPST JPMORGAN ULTRA-SHORT INCOME ETF6.2K sharesnew addition2026-03-312026-06-03

TJX TJX COS INC NEW COM2.0K sharesnew addition2026-03-312026-06-03

PG PROCTER & GAMBLE CO COM2.1K sharesnew addition2026-03-312026-06-03

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A1.0K sharesnew addition2026-03-312026-06-03

Sponsored

IEFA ISHARES CORE MSCI EAFE ETF3.2K sharesnew addition2026-03-312026-06-03

CSCO CISCO SYS INC COM3.7K sharesnew addition2026-03-312026-06-03

LOW LOWES COS INC COM1.2K sharesnew addition2026-03-312026-06-03

MA MASTERCARD INCORPORATED CL A558 sharesnew addition2026-03-312026-06-03

DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF5.8K sharesnew addition2026-03-312026-06-03

WSFS WSFS FINL CORP COM4.0K sharesnew addition2026-03-312026-06-03

CLIP GLOBAL X 1-3 MONTH T-BILL ETF2.5K sharesnew addition2026-03-312026-06-03

TSLA TESLA INC COM658 sharesnew addition2026-03-312026-06-03

Sponsored

BND VANGUARD TOTAL BOND MARKET ETF3.3K sharesnew addition2026-03-312026-06-03

COST COSTCO WHOLESALE CORPORATION COM226 sharesnew addition2026-03-312026-06-03

MPB MID PENN BANCORP INC COM7.0K sharesnew addition2026-03-312026-06-03

SCHF SCHWAB INTERNATIONAL EQUITY ETF8.6K sharesnew addition2026-03-312026-06-03

MLPA GLOBAL X MLP ETF3.7K sharesnew addition2026-03-312026-06-03

HIVE HIVE DIGITAL TECHNOLOGIES LTD COM NEW20.0K sharesnew addition2026-03-312026-06-03

BOXX

ALPHA ARCHITECT 1-3 MONTH BOX ETF

New

Shares121.8K

Event2026-03-31

Filed2026-06-03

SCHB

SCHWAB U.S. BROAD MARKET ETF

New

Shares308.0K

Event2026-03-31

Filed2026-06-03

ABRDN PHYSICAL GOLD SHARES ETF

New

Shares141.8K

Event2026-03-31

Filed2026-06-03

SCHX

SCHWAB U.S. LARGE-CAP ETF

New

Shares234.8K

Event2026-03-31

Filed2026-06-03

QVAL

ALPHA ARCHITECT US QUANTITATIVE VALUE ETF

New

Shares101.5K

Event2026-03-31

Filed2026-06-03

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

New

Shares64.4K

Event2026-03-31

Filed2026-06-03

HIDE

ALPHA ARCHITECT HIGH INFLATION & DEFLATION ETF

New

Shares178.7K

Event2026-03-31

Filed2026-06-03

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

New

Shares131.6K

Event2026-03-31

Filed2026-06-03

MOAT

VANECK MORNINGSTAR WIDE MOAT ETF

New

Shares35.5K

Event2026-03-31

Filed2026-06-03

TIP

ISHARES TIPS BOND ETF

New

Shares30.6K

Event2026-03-31

Filed2026-06-03

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

New

Shares102.1K

Event2026-03-31

Filed2026-06-03

INVESCO S&P 500 EQUAL WEIGHT ETF

New

Shares15.4K

Event2026-03-31

Filed2026-06-03

MOOD

RELATIVE SENTIMENT TACTICAL ALLOCATION ETF

New

Shares71.5K

Event2026-03-31

Filed2026-06-03

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

New

Shares27.2K

Event2026-03-31

Filed2026-06-03

VANGUARD TOTAL WORLD STOCK ETF

New

Shares17.8K

Event2026-03-31

Filed2026-06-03

CAOS

ALPHA ARCHITECT TAIL RISK ETF

New

Shares25.5K

Event2026-03-31

Filed2026-06-03

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

New

Shares36.6K

Event2026-03-31

Filed2026-06-03

XMMO

INVESCO S&P MIDCAP MOMENTUM ETF

New

Shares15.3K

Event2026-03-31

Filed2026-06-03

SCHR

SCHWAB INTERMEDIATE-TERM US TREASURY ETF

New

Shares81.4K

Event2026-03-31

Filed2026-06-03

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

New

Shares28.9K

Event2026-03-31

Filed2026-06-03

FTLS

FIRST TRUST LONG/SHORT EQUITY ETF

New

Shares26.1K

Event2026-03-31

Filed2026-06-03

AAPL

APPLE INC COM

New

Shares6.5K

Event2026-03-31

Filed2026-06-03

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

New

Shares15.7K

Event2026-03-31

Filed2026-06-03

ISCF

ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF

New

Shares34.3K

Event2026-03-31

Filed2026-06-03

QMOM

ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF

New

Shares20.8K

Event2026-03-31

Filed2026-06-03

DJP

IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN

New

Shares23.6K

Event2026-03-31

Filed2026-06-03

FRDM

FREEDOM 100 EMERGING MARKETS ETF

New

Shares19.7K

Event2026-03-31

Filed2026-06-03

DBEF

XTRACKERS MSCI EAFE HEDGED EQUITY ETF

New

Shares21.7K

Event2026-03-31

Filed2026-06-03

USHY

ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF

New

Shares28.3K

Event2026-03-31

Filed2026-06-03

AMZN

AMAZON COM INC COM

New

Shares5.0K

Event2026-03-31

Filed2026-06-03

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

New

Shares20.0K

Event2026-03-31

Filed2026-06-03

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

New

Shares39.7K

Event2026-03-31

Filed2026-06-03

SPGM

STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF

New

Shares11.8K

Event2026-03-31

Filed2026-06-03

BSV

VANGUARD SHORT-TERM BOND ETF

New

Shares10.1K

Event2026-03-31

Filed2026-06-03

MSFT

MICROSOFT CORP COM

New

Shares2.1K

Event2026-03-31

Filed2026-06-03

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

New

Shares14.1K

Event2026-03-31

Filed2026-06-03

EMLC

VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF

New

Shares27.3K

Event2026-03-31

Filed2026-06-03

HGER

HARBOR COMMODITY ALL-WEATHER STRATEGY ETF

New

Shares21.8K

Event2026-03-31

Filed2026-06-03

MCD

MCDONALDS CORP COM

New

Shares2.2K

Event2026-03-31

Filed2026-06-03

IJR

ISHARES CORE S&P SMALL CAP ETF

New

Shares4.7K

Event2026-03-31

Filed2026-06-03

LVHI

FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF

New

Shares14.2K

Event2026-03-31

Filed2026-06-03

SPY

STATE STREET SPDR S&P 500 ETF

New

Shares838

Event2026-03-31

Filed2026-06-03

DBMF

IMGP DBI MANAGED FUTURES STRATEGY ETF

New

Shares17.4K

Event2026-03-31

Filed2026-06-03

IVV

ISHARES CORE S&P 500 ETF

New

Shares793

Event2026-03-31

Filed2026-06-03

JPM

JPMORGAN CHASE & CO COM

New

Shares1.7K

Event2026-03-31

Filed2026-06-03

LLY

ELI LILLY & CO COM

New

Shares529

Event2026-03-31

Filed2026-06-03

AMD

ADVANCED MICRO DEVICES INC COM

New

Shares2.2K

Event2026-03-31

Filed2026-06-03

VANGUARD LARGE-CAP ETF

New

Shares1.5K

Event2026-03-31

Filed2026-06-03

ORCL

ORACLE CORP COM

New

Shares2.9K

Event2026-03-31

Filed2026-06-03

SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

New

Shares12.9K

Event2026-03-31

Filed2026-06-03

VWO

VANGUARD FTSE EMERGING MARKETS ETF

New

Shares7.1K

Event2026-03-31

Filed2026-06-03

RTX

RTX CORPORATION COM

New

Shares2.0K

Event2026-03-31

Filed2026-06-03

JNJ

JOHNSON & JOHNSON COM

New

Shares1.5K

Event2026-03-31

Filed2026-06-03

DXJ

WISDOMTREE JAPAN HEDGED EQUITY FUND

New

Shares2.2K

Event2026-03-31

Filed2026-06-03

AMGN

AMGEN INC COM

New

Shares1.0K

Event2026-03-31

Filed2026-06-03

EUAD

SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF

New

Shares8.2K

Event2026-03-31

Filed2026-06-03

SHV

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

New

Shares3.0K

Event2026-03-31

Filed2026-06-03

BLACKROCK INC COM

New

Shares335

Event2026-03-31

Filed2026-06-03

NVDA

NVIDIA CORPORATION COM

New

Shares1.8K

Event2026-03-31

Filed2026-06-03

IJH

ISHARES CORE S&P MID-CAP ETF

New

Shares4.7K

Event2026-03-31

Filed2026-06-03

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

New

Shares6.2K

Event2026-03-31

Filed2026-06-03

TJX

TJX COS INC NEW COM

New

Shares2.0K

Event2026-03-31

Filed2026-06-03

PROCTER & GAMBLE CO COM

New

Shares2.1K

Event2026-03-31

Filed2026-06-03

ALPHABET INC CAP STK CL A

New

Shares1.0K

Event2026-03-31

Filed2026-06-03

IEFA

ISHARES CORE MSCI EAFE ETF

New

Shares3.2K

Event2026-03-31

Filed2026-06-03

CSCO

CISCO SYS INC COM

New

Shares3.7K

Event2026-03-31

Filed2026-06-03

LOW

LOWES COS INC COM

New

Shares1.2K

Event2026-03-31

Filed2026-06-03

MASTERCARD INCORPORATED CL A

New

Shares558

Event2026-03-31

Filed2026-06-03

DFSD

DIMENSIONAL SHORT-DURATION FIXED INCOME ETF

New

Shares5.8K

Event2026-03-31

Filed2026-06-03

WSFS

WSFS FINL CORP COM

New

Shares4.0K

Event2026-03-31

Filed2026-06-03

CLIP

GLOBAL X 1-3 MONTH T-BILL ETF

New

Shares2.5K

Event2026-03-31

Filed2026-06-03

TSLA

TESLA INC COM

New

Shares658

Event2026-03-31

Filed2026-06-03

BND

VANGUARD TOTAL BOND MARKET ETF

New

Shares3.3K

Event2026-03-31

Filed2026-06-03

COST

COSTCO WHOLESALE CORPORATION COM

New

Shares226

Event2026-03-31

Filed2026-06-03

MPB

MID PENN BANCORP INC COM

New

Shares7.0K

Event2026-03-31

Filed2026-06-03

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

New

Shares8.6K

Event2026-03-31

Filed2026-06-03

MLPA

GLOBAL X MLP ETF

New

Shares3.7K

Event2026-03-31

Filed2026-06-03

HIVE

HIVE DIGITAL TECHNOLOGIES LTD COM NEW

New

Shares20.0K

Event2026-03-31

Filed2026-06-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available