The Analysis of Stillwater Wealth Management Group's Holdings
Currently, Stillwater Wealth Management Group holds 73 types of securities in its portfolio with a total value $147.5M. In the most recent quarter, they have increased their positions in FNDX (+99.0K shares, valued at $2.7M), DIVO (+39.8K shares, valued at $1.8M), RTX (+6.5K shares, valued at $1.2M); decreased their positions in FTCS (-7.1K shares, valued at $658.7K), N/A (-1.9K shares, valued at $657.9K), N/A (-1.2K shares, valued at $384.9K); initiated new positions in FNDX (+99.0K shares, valued at $2.7M), VPU (+4.3K shares, valued at $800.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC26.2K shares-0.49%2025-12-312026-01-27
QDPL PACER FDS TR134.4K shares17.00%2025-12-312026-01-27 LLY ELI LILLY & CO5.1K shares-1.11%2025-12-312026-01-27 BROADCOM INC BROADCOM INC15.7K shares-10.81%2025-12-312026-01-27 DIVO AMPLIFY ETF TR116.7K shares51.71%2025-12-312026-01-27 MSFT MICROSOFT CORP10.7K shares0.89%2025-12-312026-01-27 DGRO ISHARES TR74.4K shares4.86%2025-12-312026-01-27 QUAL ISHARES TR25.7K shares2.73%2025-12-312026-01-27 NVDA NVIDIA CORPORATION27.0K shares0.25%2025-12-312026-01-27 ALPHABET INC ALPHABET INC15.8K shares-2.69%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.15.1K shares0.51%2025-12-312026-01-27 AMZN AMAZON COM INC18.4K shares1.80%2025-12-312026-01-27 COST COSTCO WHSL CORP NEW4.9K shares-2.75%2025-12-312026-01-27 ABBV ABBVIE INC18.5K shares-0.28%2025-12-312026-01-27 WMT WALMART INC37.0K shares1.03%2025-12-312026-01-27 V VISA INC10.2K shares0.56%2025-12-312026-01-27 WM WASTE MGMT INC DEL16.3K shares-2.59%2025-12-312026-01-27 TJX TJX COS INC NEW23.1K shares3.30%2025-12-312026-01-27 MCD MCDONALDS CORP10.9K shares-0.52%2025-12-312026-01-27 HD HOME DEPOT INC8.5K shares-1.61%2025-12-312026-01-27 XOM EXXON MOBIL CORP23.9K shares-6.28%2025-12-312026-01-27 SYK STRYKER CORPORATION7.7K shares-3.48%2025-12-312026-01-27 FNDX SCHWAB STRATEGIC TR99.0K sharesnew addition2025-12-312026-01-27 JEPQ J P MORGAN EXCHANGE TRADED F44.2K shares-3.44%2025-12-312026-01-27 AMGN AMGEN INC6.7K shares-6.77%2025-12-312026-01-27 KO COCA COLA CO30.7K shares-7.53%2025-12-312026-01-27 LMT LOCKHEED MARTIN CORP4.4K shares-12.87%2025-12-312026-01-27 COWZ PACER FDS TR34.9K shares16.59%2025-12-312026-01-27 CB CHUBB LIMITED5.7K shares1.57%2025-12-312026-01-27 CAT CATERPILLAR INC2.7K shares230.85%2025-12-312026-01-27 RTX RTX CORPORATION8.1K shares396.07%2025-12-312026-01-27 ISPY PROSHARES TR30.1K shares108.19%2025-12-312026-01-27 GS GOLDMAN SACHS GROUP INC1.5K shares75.81%2025-12-312026-01-27 IYW ISHARES TR5.8K shares-0.17%2025-12-312026-01-27 MO ALTRIA GROUP INC19.3K shares-16.35%2025-12-312026-01-27 KNG FIRST TR EXCHANGE-TRADED FD22.6K shares-9.23%2025-12-312026-01-27 FTCS FIRST TR EXCHANGE-TRADED FD10.0K shares-41.52%2025-12-312026-01-27 VPU VANGUARD WORLD FD4.3K sharesnew addition2025-12-312026-01-27 ALPHABET INC ALPHABET INC2.5K shares-33.31%2025-12-312026-01-27 VZ VERIZON COMMUNICATIONS INC18.0K shares-17.59%2025-12-312026-01-27 OEF ISHARES TR2.1K shares-16.08%2025-12-312026-01-27 ALPS ETF TR ALPS ETF TR14.2K shares0.46%2025-12-312026-01-27 QQA INVESCO ACTIVELY MANAGED EXC12.1K shares12.88%2025-12-312026-01-27 NOC NORTHROP GRUMMAN CORP1.1K shares0.00%2025-12-312026-01-27 META META PLATFORMS INC919 shares1.55%2025-12-312026-01-27 SPY SPDR S&P 500 ETF TR878 shares0.34%2025-12-312026-01-27 ABT ABBOTT LABS4.5K shares0.00%2025-12-312026-01-27 USMC PRINCIPAL EXCHANGE TRADED FD7.4K shares-15.95%2025-12-312026-01-27 VFH VANGUARD WORLD FD3.2K shares0.00%2025-12-312026-01-27 OHI OMEGA HEALTHCARE INVS INC9.5K shares9.19%2025-12-312026-01-27 QQQM INVESCO EXCH TRADED FD TR II1.6K shares-19.06%2025-12-312026-01-27 JNJ JOHNSON & JOHNSON1.8K shares-9.14%2025-12-312026-01-27 USMV ISHARES TR3.9K shares-37.39%2025-12-312026-01-27 CVX CHEVRON CORP NEW2.3K shares3.99%2025-12-312026-01-27 PHYS SPROTT ASSET MANAGEMENT LP10.8K shares-6.90%2025-12-312026-01-27 PFE PFIZER INC14.0K shares6.12%2025-12-312026-01-27 SCHD SCHWAB STRATEGIC TR12.3K shares16.94%2025-12-312026-01-27 PG PROCTER AND GAMBLE CO2.3K shares17.30%2025-12-312026-01-27 VOX VANGUARD WORLD FD1.7K shares0.00%2025-12-312026-01-27 VYM VANGUARD WHITEHALL FDS2.3K shares0.76%2025-12-312026-01-27 IBM INTERNATIONAL BUSINESS MACHS1.1K shares-0.93%2025-12-312026-01-27 XLY SELECT SECTOR SPDR TR2.6K shares100.00%2025-12-312026-01-27 PEP PEPSICO INC2.1K shares-5.34%2025-12-312026-01-27 SPG SIMON PPTY GROUP INC NEW1.6K shares7.14%2025-12-312026-01-27 VIG VANGUARD SPECIALIZED FUNDS1.3K shares12.75%2025-12-312026-01-27 MPLX MPLX LP4.7K shares-4.08%2025-12-312026-01-27 MA MASTERCARD INCORPORATED436 shares0.00%2025-12-312026-01-27 MOAT VANECK ETF TRUST2.4K shares-3.62%2025-12-312026-01-27 ET ENERGY TRANSFER L P15.0K shares-18.03%2025-12-312026-01-27 JEPI J P MORGAN EXCHANGE TRADED F3.9K shares2.65%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available