Stillwater Capital Advisors, LLC Top Holdings and 13F Report (2025) About Stillwater Capital Advisors, LLCInvestment ActivityStillwater Capital Advisors, LLC has $786.39 million in total holdings as of June 30, 2025.Stillwater Capital Advisors, LLC owns shares of 70 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 0.23% of the portfolio was purchased this quarter.About 5.28% of the portfolio was sold this quarter.This quarter, Stillwater Capital Advisors, LLC has purchased 69 new stocks and bought additional shares in 31 stocks.Stillwater Capital Advisors, LLC sold shares of 26 stocks and completely divested from 1 stock this quarter.Largest Holdings Broadcom $60,016,009Microsoft $55,907,923NVIDIA $54,525,255Apple $50,447,495Technology Select Sector SPDR Fund $41,363,803 Largest New Holdings this Quarter 00206R102 - AT&T $236,151 Holding459200101 - International Business Machines $229,929 Holding Largest Purchases this Quarter AT&T 8,160 shares (about $236.15K)International Business Machines 780 shares (about $229.93K)Technology Select Sector SPDR Fund 607 shares (about $153.71K)Vanguard FTSE Developed Markets ETF 2,592 shares (about $147.77K)Caterpillar 326 shares (about $126.56K) Largest Sales this Quarter NVIDIA 141,220 shares (about $22.31M)Broadcom 61,973 shares (about $17.08M)Microsoft 1,245 shares (about $619.28K)Walmart 1,793 shares (about $175.32K)JPMorgan Chase & Co. 465 shares (about $134.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStillwater Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$60,016,009$17,082,890 ▼-22.2%217,7257.6%Computer and TechnologyMSFTMicrosoft$55,907,923$619,276 ▼-1.1%112,3987.1%Computer and TechnologyNVDANVIDIA$54,525,255$22,311,373 ▼-29.0%345,1186.9%Computer and TechnologyAAPLApple$50,447,495$109,151 ▼-0.2%245,8816.4%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$41,363,803$153,710 ▲0.4%163,3455.3%ETFJPMJPMorgan Chase & Co.$32,025,416$134,808 ▼-0.4%110,4674.1%FinanceGOOGLAlphabet$27,687,439$79,656 ▼-0.3%157,1103.5%Computer and TechnologyCEGConstellation Energy$27,079,073$61,002 ▼-0.2%83,8983.4%EnergyRTXRTX$26,110,117$105,280 ▼-0.4%178,8123.3%AerospaceWMTWalmart$24,245,613$175,319 ▼-0.7%247,9613.1%Retail/WholesaleAMZNAmazon.com$23,599,894$86,439 ▼-0.4%107,5713.0%Retail/WholesaleTMUST-Mobile US$22,352,160$102,214 ▼-0.5%93,8142.8%Computer and TechnologyVVisa$21,576,393$73,495 ▼-0.3%60,7702.7%Business ServicesMARMarriott International$20,802,478$40,435 ▼-0.2%76,1412.6%Consumer DiscretionaryBLACKROCK INC$19,804,886$27,281 ▲0.1%18,8752.5%COMIYWiShares U.S. Technology ETF$19,317,006$92,699 ▼-0.5%111,4852.5%ManufacturingHDHome Depot$18,534,655$57,562 ▲0.3%50,5532.4%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$17,878,154$76,931 ▲0.4%341,3822.3%ETFIWFiShares Russell 1000 Growth ETF$17,337,814$19,531 ▼-0.1%40,8352.2%ETFABBVAbbVie$16,869,157$50,674 ▲0.3%90,8802.1%MedicalCATCaterpillar$16,288,738$126,555 ▲0.8%41,9592.1%IndustrialsXOMExxon Mobil$15,965,223$72,334 ▲0.5%148,1002.0%EnergyXLCCommunication Services Select Sector SPDR Fund$14,957,124$42,218 ▲0.3%137,8161.9%ETFMRKMerck & Co., Inc.$14,448,396$86,126 ▲0.6%182,5211.8%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$14,053,902$26,297 ▲0.2%64,6661.8%FinanceMDLZMondelez International$13,310,637$113,636 ▲0.9%197,3701.7%Consumer StaplesXLIIndustrial Select Sector SPDR Fund$11,527,013$43,371 ▲0.4%78,1391.5%ETFXLVHealth Care Select Sector SPDR Fund$10,925,796$71,708 ▲0.7%81,0581.4%ETFXLPConsumer Staples Select Sector SPDR Fund$9,031,937$30,283 ▲0.3%111,5471.1%ETFVYMVanguard High Dividend Yield ETF$8,165,841$21,729 ▲0.3%61,2551.0%ETFIYFiShares U.S. Financials ETF$7,304,893$36,418 ▼-0.5%60,3760.9%ETFVEAVanguard FTSE Developed Markets ETF$6,970,879$147,770 ▲2.2%122,2750.9%ETFXLEEnergy Select Sector SPDR Fund$6,454,310$16,877 ▲0.3%76,1030.8%ETFIYHiShares U.S. Healthcare ETF$4,653,896$22,310 ▼-0.5%82,3990.6%ETFIWDiShares Russell 1000 Value ETF$3,976,860$6,604 ▼-0.2%20,4750.5%ETFVOEVanguard Mid-Cap Value ETF$2,984,910$9,045 ▲0.3%18,1500.4%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$2,858,362$71,621 ▲2.6%32,2070.4%ETFIYCiShares U.S. Consumer Discretionary ETF$2,756,342$6,377 ▼-0.2%27,6630.4%ETFIJSiShares S&P Small-Cap 600 Value ETF$1,802,313$11,938 ▲0.7%18,1160.2%ETFIYJiShares U.S. Industrials ETF$1,704,020$17,931 ▼-1.0%11,9740.2%ETFXLUUtilities Select Sector SPDR Fund$1,411,742$5,471 ▲0.4%17,2880.2%ETFXLREReal Estate Select Sector SPDR Fund$1,321,707$3,148 ▲0.2%31,9100.2%ETFVOVanguard Mid-Cap ETF$1,291,416$3,358 ▲0.3%4,6150.2%ETFSHWSherwin-Williams$1,191,803$54,594 ▼-4.4%3,4710.2%Basic MaterialsVBVanguard Small-Cap ETF$1,183,953$3,555 ▲0.3%4,9960.2%ETFIYKiShares U.S. Consumer Staples ETF$1,145,723$3,524 ▼-0.3%16,2560.1%ETFXLBMaterials Select Sector SPDR Fund$1,142,321$3,337 ▲0.3%13,0090.1%ETFLLYEli Lilly and Company$959,781$54,577 ▼-5.4%1,2310.1%MedicalIWRiShares Russell Mid-Cap ETF$941,600$1,472 ▲0.2%10,2380.1%ETFIWMiShares Russell 2000 ETF$807,368$10,359 ▼-1.3%3,7410.1%FinanceLNWLight & Wonder$766,7110.0%7,9650.1%Consumer DiscretionaryAGGiShares Core U.S. Aggregate Bond ETF$746,9760.0%7,5300.1%FinanceGOOGAlphabet$594,0160.0%3,3490.1%Computer and TechnologyMETAMeta Platforms$549,1390.0%7440.1%Computer and TechnologyTSLATesla$516,198$9,530 ▼-1.8%1,6250.1%Auto/Tires/TrucksFULTFulton Financial$505,4270.0%28,0170.1%FinanceCORCencora$370,6150.0%1,2360.0%MedicalLAM RESEARCH CORP$340,690$10,513 ▼-3.0%3,5000.0%COM NEWSPYSPDR S&P 500 ETF Trust$331,669$16,058 ▲5.1%5370.0%FinanceUNHUnitedHealth Group$304,1710.0%9750.0%MedicalGDGeneral Dynamics$302,989$29,745 ▲10.9%1,0390.0%AerospaceIJRiShares Core S&P Small-Cap ETF$271,695$11,585 ▲4.5%2,4860.0%ETFDVYiShares Select Dividend ETF$268,410$6,641 ▲2.5%2,0210.0%ETFVUGVanguard Growth ETF$265,2320.0%6050.0%ETFEEMiShares MSCI Emerging Markets ETF$262,378$1,013 ▲0.4%5,4390.0%FinanceOKEONEOK$256,3950.0%3,1410.0%EnergyWDAYWorkday$238,3200.0%9930.0%Computer and TechnologyTAT&T$236,151$236,151 ▲New Holding8,1600.0%Computer and TechnologyIBMInternational Business Machines$229,929$229,929 ▲New Holding7800.0%Computer and TechnologyOPKOPKO Health$15,0220.0%11,3800.0%MedicalPGRProgressive$0$233,669 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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