Stillwater Wealth Management Group Portfolio Holdings
Q3 2025•76 long positions•$142.9M portfolio value
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Holding76 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $6.7M 4.7% | +$281.9K Bought | 0.0% 26.4K shares | 25.3K → 26.4K +$281.9K | +4.38% | $3.78T Mega Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $5.8M 4.06% | +$264.9K Bought | 0.0% 17.6K shares | 16.8K → 17.6K +$264.9K | +4.78% | $1.56T Mega Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $5.5M 3.85% | +$208.2K Bought | 0.0% 10.6K shares | 10.2K → 10.6K +$208.2K | +3.94% | $3.85T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $5.1M 3.58% | +$1.5M Bought | — 8.5K shares | 6.1K → 8.5K +$1.5M | +40.82% | — — | Q3 2025 Held for 2 months | |
Semiconductors Technology | $5.0M 3.51% | +$716.5K Bought | 0.0% 26.9K shares | 23.1K → 26.9K +$716.5K | +16.65% | $4.54T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $4.9M 3.4% | +$4.9M New | — 25.0K shares | 0 → 25.0K +$4.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $4.8M 3.38% | +$229.2K Bought | — 70.9K shares | 67.6K → 70.9K +$229.2K | +4.98% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $4.8M 3.37% | +$1.4M Bought | — 114.9K shares | 82.0K → 114.9K +$1.4M | +40.05% | — — | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $4.7M 3.32% | +$341.6K Bought | 0.001% 15.0K shares | 13.9K → 15.0K +$341.6K | +7.77% | $867.35B Mega Cap | Q3 2025 Held for 2 months | |
Discount Stores Consumer Defensive | $4.7M 3.28% | +$572.1K Bought | 0.001% 5.1K shares | 4.4K → 5.1K +$572.1K | +13.92% | $410.27B Mega Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $4.3M 3.01% | +$532.8K Bought | 0.001% 18.6K shares | 16.3K → 18.6K +$532.8K | +14.16% | $409.03B Mega Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $4.0M 2.82% | +$208.7K Bought | 0.001% 14.3K shares | 13.6K → 14.3K +$208.7K | +5.47% | $801.76B Mega Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $4.0M 2.78% | +$176.8K Bought | 0.0% 18.1K shares | 17.3K → 18.1K +$176.8K | +4.65% | $2.34T Mega Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $4.0M 2.77% | +$290.8K Bought | 0.0% 16.2K shares | 15.0K → 16.2K +$290.8K | +7.94% | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $3.9M 2.75% | +$1.1M Bought | 0.001% 5.1K shares | 3.8K → 5.1K +$1.1M | +36.52% | $684.00B Mega Cap | Q3 2025 Held for 2 months | |
Discount Stores Consumer Defensive | $3.8M 2.64% | +$213.9K Bought | 0.0% 36.6K shares | 34.5K → 36.6K +$213.9K | +6.01% | $821.68B Mega Cap | Q3 2025 Held for 2 months | |
Waste Management Industrials | $3.7M 2.58% | +$519.2K Bought | 0.004% 16.7K shares | 14.4K → 16.7K +$519.2K | +16.36% | $89.0B Large Cap | Q3 2025 Held for 2 months | |
Home Improvement Consumer Cyclical | $3.5M 2.45% | +$409.6K Bought | 0.001% 8.6K shares | 7.6K → 8.6K +$409.6K | +13.25% | $403.32B Mega Cap | Q3 2025 Held for 2 months | |
Financial - Credit Services Financial Services | $3.5M 2.43% | +$331.5K Bought | 0.001% 10.2K shares | 9.2K → 10.2K +$331.5K | +10.57% | $662.60B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $3.4M 2.4% | +$3.4M New | — 76.9K shares | 0 → 76.9K +$3.4M | New | — — | Q3 2025 Held for 2 months | |
Restaurants Consumer Cyclical | $3.3M 2.34% | +$374.4K Bought | 0.002% 11.0K shares | 9.8K → 11.0K +$374.4K | +12.63% | $216.86B Mega Cap | Q3 2025 Held for 2 months | |
Apparel - Retail Consumer Cyclical | $3.2M 2.26% | +$659.4K Bought | 0.002% 22.4K shares | 17.8K → 22.4K +$659.4K | +25.6% | $160.86B Large Cap | Q3 2025 Held for 2 months | |
Medical - Devices Healthcare | $3.0M 2.07% | +$439.9K Bought | 0.002% 8.0K shares | 6.8K → 8.0K +$439.9K | +17.46% | $141.33B Large Cap | Q3 2025 Held for 2 months | |
Oil & Gas Integrated Energy | $2.9M 2.01% | -$324.7K Sold | 0.001% 25.5K shares | 28.3K → 25.5K −$324.7K | -10.16% | $480.68B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $2.6M 1.84% | +$527.5K Bought | — 45.8K shares | 36.6K → 45.8K +$527.5K | +25.05% | — — | Q3 2025 Held for 2 months | |
Aerospace & Defense Industrials | $2.5M 1.75% | -$424.8K Sold | 0.002% 5.0K shares | 5.9K → 5.0K −$424.8K | -14.5% | $116.55B Large Cap | Q3 2025 Held for 2 months | |
Beverages - Non-Alcoholic Consumer Defensive | $2.2M 1.54% | +$173.0K Bought | 0.001% 33.2K shares | 30.6K → 33.2K +$173.0K | +8.51% | $285.42B Mega Cap | Q3 2025 Held for 2 months | |
Insurance - Diversified Financial Services | $2.2M 1.52% | -$1.5M Sold | 0.0% 4.3K shares | 7.2K → 4.3K −$1.5M | -40.18% | $1.08T Mega Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $2.0M 1.42% | -$686.9K Sold | 0.001% 7.2K shares | 9.6K → 7.2K −$686.9K | -25.23% | $151.93B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.7M 1.21% | -$2.0M Sold | — 30.0K shares | 65.0K → 30.0K −$2.0M | -53.92% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.7M 1.18% | +$1.4M Bought | — 2.8K shares | 473.0 → 2.8K +$1.4M | +481.61% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.6M 1.12% | +$229.5K Bought | — 17.2K shares | 14.7K → 17.2K +$229.5K | +16.67% | — — | Q3 2025 Held for 2 months | |
Insurance - Property & Casualty Financial Services | $1.6M 1.12% | -$271.5K Sold | 0.001% 5.7K shares | 6.6K → 5.7K −$271.5K | -14.54% | $112.53B Large Cap | Q3 2025 Held for 2 months | |
Tobacco Consumer Defensive | $1.5M 1.07% | +$787.5K Bought | 0.001% 23.1K shares | 11.1K → 23.1K +$787.5K | +106.97% | $110.97B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.3M 0.919% | -$1.7M Sold | — 12.7K shares | 29.5K → 12.7K −$1.7M | -56.84% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.2M 0.86% | -$1.5M Sold | — 24.9K shares | 55.0K → 24.9K −$1.5M | -54.71% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.1M 0.803% | +$2.0K Bought | — 5.9K shares | 5.9K → 5.9K +$2.0K | +0.17% | — — | Q3 2025 Held for 2 months | |
Telecommunications Services Communication Services | $959.4K 0.671% | +$548.4K Bought | 0.001% 21.8K shares | 9.4K → 21.8K +$548.4K | +133.43% | $185.31B Large Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $897.8K 0.628% | +$36.5K Bought | 0.0% 3.7K shares | 3.5K → 3.7K +$36.5K | +4.23% | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $817.5K 0.572% | +$37.6K Bought | — 2.5K shares | 2.3K → 2.5K +$37.6K | +4.82% | — — | Q3 2025 Held for 2 months | |
Financial - Capital Markets Financial Services | $684.9K 0.479% | +$2.4K Bought | 0.0% 860.0 shares | 857.0 → 860.0 +$2.4K | +0.35% | $241.07B Mega Cap | Q3 2025 Held for 2 months | |
Aerospace & Defense Industrials | $682.4K 0.478% | — | 0.001% 1.1K shares | — | — | $87.2B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $665.0K 0.465% | +$319.4K Bought | — 14.2K shares | 7.4K → 14.2K +$319.4K | +92.4% | — — | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $664.6K 0.465% | -$40.4K Sold | 0.0% 905.0 shares | 960.0 → 905.0 −$40.4K | -5.73% | $1.84T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $652.7K 0.457% | +$652.7K New | — 14.5K shares | 0 → 14.5K +$652.7K | New | — — | Q3 2025 Held for 2 months | |
Medical - Devices Healthcare | $600.9K 0.421% | -$7.5K Sold | 0.0% 4.5K shares | 4.5K → 4.5K −$7.5K | -1.23% | $233.12B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $598.0K 0.418% | +$598.0K New | — 6.3K shares | 0 → 6.3K +$598.0K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $596.3K 0.417% | -$304.7K Sold | — 8.7K shares | 13.2K → 8.7K −$304.7K | -33.82% | — — | Q3 2025 Held for 2 months | |
ETF ETF | $583.2K 0.408% | +$583.2K New | — 875.0 shares | 0 → 875.0 +$583.2K | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $565.7K 0.396% | +$565.7K New | — 10.8K shares | 0 → 10.8K +$565.7K | New | — — | Q3 2025 Held for 2 months |
