13F-HR filed by Stillwater Wealth Management Group
Stillwater Wealth Management Group filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-04-14, with 68 holding rows worth $111,373,599.
- Accession
- 0002063941-25-000001
- Filer
- CIK 2063941
- Filed
- 2025-04-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 68 entries on the cover page, a total value of $111,373,599 stated on the cover page (in dollars after the unit check, H1), rows summing to $111,373,599 with VALUE read as dollars as filed, 13F file number 028-25492. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 27,236 | $6,820,545 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 9,843 | $4,148,710 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 17,157 | $3,977,671 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 4,262 | $3,905,044 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 16,769 | $3,678,951 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 6,742 | $3,446,546 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 54,943 | $3,370,222 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 13,072 | $3,133,581 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 22,831 | $3,065,977 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 32,955 | $2,977,484 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 3,731 | $2,880,466 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 26,299 | $2,828,987 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 50,032 | $2,825,786 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 6,200 | $2,810,336 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 14,663 | $2,792,463 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 8,716 | $2,754,747 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 15,439 | $2,743,500 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 9,124 | $2,644,842 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 13,055 | $2,634,279 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 6,713 | $2,611,228 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 5,281 | $2,566,081 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 6,519 | $2,347,280 | dollars as filed | |
| PACER FDS TR | 69374H436 | METAURUS CAP 400 | 60,914 | $2,338,488 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 23,320 | $2,321,551 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33739Q705 | FT VEST S&P 500 | 45,594 | $2,289,275 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 8,681 | $2,262,529 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 13,161 | $2,206,411 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 4,252 | $2,151,040 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 12,720 | $2,119,633 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 27,960 | $2,004,459 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 16,238 | $1,961,764 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 31,231 | $1,760,781 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 26,914 | $1,675,642 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 6,107 | $1,609,214 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 5,117 | $1,166,881 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 4,131 | $1,141,395 | dollars as filed | |
| PRINCIPAL EXCHANGE-TRA | 74255Y870 | USMC | 18,423 | $1,105,933 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 6,922 | $1,104,197 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,619 | $685,118 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,076 | $630,009 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 3,740 | $568,704 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 1,127 | $528,890 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 4,542 | $513,746 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 5,395 | $500,251 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 25,415 | $497,880 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 857 | $490,735 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E104 | CAP STRENGTH ETF | 5,404 | $474,548 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 2,115 | $464,940 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 8,755 | $457,799 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,903 | $420,471 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 1,871 | $393,695 | dollars as filed | |
| VANGUARD WORLD FD | 92204A405 | FINANCIALS ETF | 3,299 | $389,513 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,526 | $365,310 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 1,505 | $337,647 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 7,839 | $313,482 | dollars as filed | |
| SCHD | 808524797 | COM | 11,330 | $309,542 | dollars as filed | |
| SPROTT PHYSICAL GOLD TR | 85207H104 | UNIT | 14,800 | $298,072 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 1,162 | $294,788 | dollars as filed | |
| ZIM INTEGRATED SHIPPING SERV | M9T951109 | SHS | 13,250 | $284,478 | dollars as filed | |
| Vanguard Communication Services ETF | 92204A884 | SHS | 1,824 | $282,647 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 2,835 | $257,305 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 11,083 | $252,360 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 458 | $246,513 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,429 | $241,637 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 1,792 | $236,114 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 436 | $229,585 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,055 | $206,601 | dollars as filed | |
| EMX RTY CORP | 26873J107 | COM | 10,000 | $17,300 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002063941-25-000001 | this filing | 2025-04-14 | acceptance time not in the bulk data set |