Stillwater Wealth Management Group 13F Holdings
CIK 0002063941 · JUNO BEACH, FL
As of Mar 31, 2025, Stillwater Wealth Management Group reported 69 positions worth
CIK 0002063941 · JUNO BEACH, FL
As of Mar 31, 2025, Stillwater Wealth Management Group reported 69 positions worth
15.5M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 25,261 | $5.6M | 4.86% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 4,439 | $4.2M | 3.64% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 67,580 | $4.2M | 3.62% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 7,213 | $3.8M | 3.33% |
| MICROSOFT CORP | MSFT | Technology | 10,215 | $3.8M | 3.32% |
| PACER US CASH COWS 100 ETF | COWZ | — | 65,047 | $3.6M | 3.08% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 13,942 | $3.4M | 2.96% |
| ABBVIE INC | ABBV | Equity | 16,251 | $3.4M | 2.95% |
| EXXON MOBIL CORP | XOM | Energy | 28,339 | $3.4M | 2.92% |
| WASTE MANAGEMENT INC | WM | Industrials | 14,374 | $3.3M | 2.88% |
| AMAZON.COM INC | AMZN | Equity | 17,296 | $3.3M | 2.85% |
| VISA INC-CLASS A SHARES | V | Financial Services | 9,185 | $3.2M | 2.79% |
| ELI LILLY & CO | LLY | Healthcare | 3,771 | $3.1M | 2.70% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 9,756 | $3.0M | 2.64% |
| WALMART INC | WMT | Consumer Defensive | 34,523 | $3.0M | 2.62% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | NOBL | — | 29,532 | $3.0M | 2.61% |
| AMGEN INC | AMGN | Healthcare | 9,646 | $3.0M | 2.60% |
| PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | QDPL | — | 82,005 | $3.0M | 2.59% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 6,058 | $2.8M | 2.46% |
| BROADCOM INC | AVGO | Technology | 16,784 | $2.8M | 2.43% |
| HOME DEPOT INC | HD | Consumer Cyclical | 7,632 | $2.8M | 2.42% |
| FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | KNG | — | 55,030 | $2.8M | 2.41% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 16,007 | $2.7M | 2.36% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 5,870 | $2.6M | 2.27% |
| STRYKER CORP | SYK | Healthcare | 6,817 | $2.5M | 2.20% |