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The Analysis of Stillwater Wealth Management Group's Holdings & P&L

Currently, Stillwater Wealth Management Group holds 77 types of securities in its portfolio with a total value $161.8M. In the most recent quarter, they have increased their positions in FNDX (+57.9K shares, valued at $1.6M), META (+2.0K shares, valued at $1.1M), DIVO (+22.5K shares, valued at $1.0M); decreased their positions in HD (-2.0K shares, valued at $644.3K), V (-1.2K shares, valued at $363.0K), QDPL (-8.6K shares, valued at $345.2K); initiated new positions in NEE (+9.8K shares, valued at $914.6K), GPIX (+15.3K shares, valued at $765.1K), SPIB (+11.2K shares, valued at $375.1K).

1M P&L

+3.4M+2.64%

3M P&L

+2.3M+1.77%

HY P&L

+9.3M+7.52%

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/A40.0M

31.5%

2Drug Manufacturers - General12.6M

10.0%

3Discount Stores8.4M

6.6%

Top Industries by Stock Count

1N/A27 stocks

40.9%

2Drug Manufacturers - General5 stocks

7.6%

3Aerospace & Defense3 stocks

4.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC26.4K shares0.77%2026-03-312026-05-11

DIVO AMPLIFY ETF TR139.1K shares19.27%2026-03-312026-05-11

DGRO ISHARES TR82.3K shares10.63%2026-03-312026-05-11

QUAL ISHARES TR29.6K shares15.38%2026-03-312026-05-11

BROADCOM INC BROADCOM INC16.9K shares7.68%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION5.2K shares5.59%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR8.9K shares11.90%2026-03-312026-05-11

QDPL PACER FDS TR125.8K shares-6.40%2026-03-312026-05-11

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NVDA NVIDIA CORPORATION28.5K shares5.75%2026-03-312026-05-11

LLY ELI LILLY & CO5.2K shares1.92%2026-03-312026-05-11

WMT WALMART INC37.9K shares2.40%2026-03-312026-05-11

ALPHABET INC ALPHABET INC16.0K shares1.30%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO15.5K shares2.95%2026-03-312026-05-11

XOM EXXON MOBIL CORP26.8K shares12.50%2026-03-312026-05-11

FNDX SCHWAB STRATEGIC TR156.9K shares58.48%2026-03-312026-05-11

ABBV ABBVIE INC19.2K shares3.78%2026-03-312026-05-11

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MSFT MICROSOFT CORP11.2K shares4.19%2026-03-312026-05-11

AMZN AMAZON COM INC19.6K shares6.57%2026-03-312026-05-11

WM WASTE MGMT INC DEL16.8K shares2.84%2026-03-312026-05-11

TJX TJX COS INC NEW23.7K shares2.63%2026-03-312026-05-11

MCD MCDONALDS CORP11.6K shares5.93%2026-03-312026-05-11

COWZ PACER FDS TR46.8K shares33.79%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP4.8K shares8.85%2026-03-312026-05-11

JEPQ J P MORGAN EXCHANGE TRADED F49.2K shares11.32%2026-03-312026-05-11

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V VISA INC9.0K shares-11.76%2026-03-312026-05-11

SYK STRYKER CORPORATION8.0K shares3.34%2026-03-312026-05-11

AMGN AMGEN INC7.3K shares8.45%2026-03-312026-05-11

KO COCA COLA CO31.9K shares3.91%2026-03-312026-05-11

CAT CATERPILLAR INC3.2K shares17.73%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS3.8K shares28.63%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC2.6K shares71.36%2026-03-312026-05-11

CB CHUBB LTD SWITZ6.7K shares16.77%2026-03-312026-05-11

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RTX RTX CORPORATION11.3K shares39.96%2026-03-312026-05-11

HD HOME DEPOT INC6.5K shares-23.04%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.5K shares6.33%2026-03-312026-05-11

META META PLATFORMS INC2.9K shares217.74%2026-03-312026-05-11

ISPY PROSHARES TR37.8K shares25.31%2026-03-312026-05-11

MO ALTRIA GROUP INC22.6K shares17.05%2026-03-312026-05-11

ALPS ETF TR ALPS ETF TR28.2K shares98.17%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC24.1K shares33.77%2026-03-312026-05-11

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IYW ISHARES TR6.2K shares5.64%2026-03-312026-05-11

KNG FIRST TR EXCHANGE-TRADED FD22.7K shares0.33%2026-03-312026-05-11

FTCS FIRST TR EXCHANGE-TRADED FD10.4K shares3.20%2026-03-312026-05-11

ALPHABET INC ALPHABET INC3.3K shares34.19%2026-03-312026-05-11

NEE NEXTERA ENERGY INC9.8K sharesnew addition2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR26.0K shares111.55%2026-03-312026-05-11

GPIX GOLDMAN SACHS ETF TR15.3K sharesnew addition2026-03-312026-05-11

NOC NORTHROP GRUMMAN CORP1.1K shares0.00%2026-03-312026-05-11

Sponsored

SPY STATE STR SPDR S&P 500 ETF T1.1K shares22.89%2026-03-312026-05-11

PFE PFIZER INC23.4K shares66.94%2026-03-312026-05-11

CVX CHEVRON CORPORATION3.2K shares34.58%2026-03-312026-05-11

QQA INVESCO ACTIVELY MANAGED EXC12.8K shares5.77%2026-03-312026-05-11

OHI OMEGA HEALTHCARE INVS INC14.5K shares51.82%2026-03-312026-05-11

OEF ISHARES TR1.8K shares-13.49%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS3.7K shares61.26%2026-03-312026-05-11

ABT ABBOTT LABORATORIES4.5K shares0.00%2026-03-312026-05-11

Sponsored

JNJ JOHNSON & JOHNSON1.8K shares-0.27%2026-03-312026-05-11

USMC PRINCIPAL EXCHANGE TRADED FD6.8K shares-7.67%2026-03-312026-05-11

QQQM INVESCO EXCH TRADED FD TR II1.8K shares13.30%2026-03-312026-05-11

SPG SIMON PPTY GROUP INC NEW2.1K shares34.01%2026-03-312026-05-11

VFH VANGUARD WORLD FD3.2K shares0.00%2026-03-312026-05-11

PHYS SPROTT ASSET MANAGEMENT LP10.8K shares0.00%2026-03-312026-05-11

SPIB SPDR SERIES TRUST11.2K sharesnew addition2026-03-312026-05-11

PG PROCTER & GAMBLE CO2.4K shares4.50%2026-03-312026-05-11

Sponsored

VIG VANGUARD SPECIALIZED FUNDS1.6K shares22.31%2026-03-312026-05-11

PEP PEPSICO INC2.0K shares-2.36%2026-03-312026-05-11

VOX VANGUARD WORLD FD1.7K shares0.00%2026-03-312026-05-11

GPIQ GOLDMAN SACHS ETF TR6.0K sharesnew addition2026-03-312026-05-11

XLY SELECT SECTOR SPDR TR2.6K shares0.00%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS1.1K shares7.04%2026-03-312026-05-11

ET ENERGY TRANSFER L P14.0K shares-6.67%2026-03-312026-05-11

MPLX MPLX LP4.2K shares-10.64%2026-03-312026-05-11

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F4.2K shares7.75%2026-03-312026-05-11

MOAT VANECK ETF TRUST2.4K shares0.21%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC1.9K sharesnew addition2026-03-312026-05-11

MA MASTERCARD INCORPORATED456 shares4.59%2026-03-312026-05-11

KMI KINDER MORGAN INC DEL6.5K sharesnew addition2026-03-312026-05-11

AAPL

APPLE INC

0.77%

Shares26.4K

Event2026-03-31

Filed2026-05-11

DIVO

AMPLIFY ETF TR

19.27%

Shares139.1K

Event2026-03-31

Filed2026-05-11

DGRO

ISHARES TR

10.63%

Shares82.3K

Event2026-03-31

Filed2026-05-11

QUAL

ISHARES TR

15.38%

Shares29.6K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

7.68%

Shares16.9K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

5.59%

Shares5.2K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

11.90%

Shares8.9K

Event2026-03-31

Filed2026-05-11

QDPL

PACER FDS TR

-6.40%

Shares125.8K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

5.75%

Shares28.5K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

1.92%

Shares5.2K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

2.40%

Shares37.9K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

1.30%

Shares16.0K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

2.95%

Shares15.5K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

12.50%

Shares26.8K

Event2026-03-31

Filed2026-05-11

FNDX

SCHWAB STRATEGIC TR

58.48%

Shares156.9K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

3.78%

Shares19.2K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

4.19%

Shares11.2K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

6.57%

Shares19.6K

Event2026-03-31

Filed2026-05-11

WASTE MGMT INC DEL

2.84%

Shares16.8K

Event2026-03-31

Filed2026-05-11

TJX

TJX COS INC NEW

2.63%

Shares23.7K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

5.93%

Shares11.6K

Event2026-03-31

Filed2026-05-11

COWZ

PACER FDS TR

33.79%

Shares46.8K

Event2026-03-31

Filed2026-05-11

LMT

LOCKHEED MARTIN CORP

8.85%

Shares4.8K

Event2026-03-31

Filed2026-05-11

JEPQ

J P MORGAN EXCHANGE TRADED F

11.32%

Shares49.2K

Event2026-03-31

Filed2026-05-11

VISA INC

-11.76%

Shares9.0K

Event2026-03-31

Filed2026-05-11

SYK

STRYKER CORPORATION

3.34%

Shares8.0K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC

8.45%

Shares7.3K

Event2026-03-31

Filed2026-05-11

COCA COLA CO

3.91%

Shares31.9K

Event2026-03-31

Filed2026-05-11

CAT

CATERPILLAR INC

17.73%

Shares3.2K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

28.63%

Shares3.8K

Event2026-03-31

Filed2026-05-11

GOLDMAN SACHS GROUP INC

71.36%

Shares2.6K

Event2026-03-31

Filed2026-05-11

CHUBB LTD SWITZ

16.77%

Shares6.7K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

39.96%

Shares11.3K

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC

-23.04%

Shares6.5K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

6.33%

Shares4.5K

Event2026-03-31

Filed2026-05-11