Stillwater Capital Advisors, LLC Top Holdings and 13F Report (2025) About Stillwater Capital Advisors, LLCInvestment ActivityStillwater Capital Advisors, LLC has $888.24 million in total holdings as of September 30, 2025.Stillwater Capital Advisors, LLC owns shares of 71 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 3.24% of the portfolio was purchased this quarter.About 1.08% of the portfolio was sold this quarter.This quarter, Stillwater Capital Advisors, LLC has purchased 70 new stocks and bought additional shares in 16 stocks.Stillwater Capital Advisors, LLC sold shares of 42 stocks and completely divested from 1 stock this quarter.Largest Holdings Broadcom $70,732,876NVIDIA $63,534,174Apple $61,895,780Microsoft $57,603,227Technology Select Sector SPDR Fund $46,010,301 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $578,564 Holding036752103 - Elevance Health $305,672 Holding Largest Purchases this Quarter Eli Lilly and Company 33,040 shares (about $25.21M)Utilities Select Sector SPDR Fund 22,571 shares (about $1.97M)Vanguard Total Stock Market ETF 1,763 shares (about $578.56K)Elevance Health 946 shares (about $305.67K)Exxon Mobil 1,452 shares (about $163.71K) Largest Sales this Quarter Broadcom 3,324 shares (about $1.10M)Consumer Discretionary Select Sector SPDR Fund 3,890 shares (about $932.20K)NVIDIA 4,598 shares (about $857.89K)Consumer Staples Select Sector SPDR Fund 9,977 shares (about $781.90K)Apple 2,800 shares (about $712.96K) 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$70,732,876$1,096,618 ▼-1.5%214,4018.0%Computer and TechnologyNVDANVIDIA$63,534,174$857,894 ▼-1.3%340,5207.2%Computer and TechnologyAAPLApple$61,895,780$712,965 ▼-1.1%243,0817.0%Computer and TechnologyMSFTMicrosoft$57,603,227$613,252 ▼-1.1%111,2146.5%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$46,010,301$30,159 ▼-0.1%163,2385.2%ETFGOOGLAlphabet$37,891,709$301,687 ▼-0.8%155,8694.3%Computer and TechnologyJPMJPMorgan Chase & Co.$34,500,522$344,135 ▼-1.0%109,3763.9%FinanceRTXRTX$29,690,917$229,744 ▼-0.8%177,4393.3%AerospaceCEGConstellation Energy$27,315,747$292,543 ▼-1.1%83,0093.1%EnergyLLYEli Lilly and Company$26,148,949$25,209,690 ▲2,684.0%34,2712.9%MedicalWMTWalmart$25,141,525$413,374 ▼-1.6%243,9502.8%Retail/WholesaleAMZNAmazon.com$23,470,900$148,429 ▼-0.6%106,8952.6%Retail/WholesaleTMUST-Mobile US$22,323,731$133,575 ▼-0.6%93,2562.5%Computer and TechnologyBLACKROCK INC$21,893,907$111,924 ▼-0.5%18,7792.5%COMIYWiShares U.S. Technology ETF$21,711,277$124,175 ▼-0.6%110,8512.4%ManufacturingABBVAbbVie$20,956,953$85,438 ▼-0.4%90,5112.4%MedicalVVisa$20,645,334$100,366 ▼-0.5%60,4762.3%Business ServicesHDHome Depot$20,371,072$112,644 ▼-0.5%50,2752.3%Retail/WholesaleCATCaterpillar$19,934,587$86,365 ▼-0.4%41,7782.2%IndustrialsMARMarriott International$19,697,905$132,304 ▼-0.7%75,6332.2%Consumer DiscretionaryIWFiShares Russell 1000 Growth ETF$18,901,971$225,776 ▼-1.2%40,3532.1%ETFXLFFinancial Select Sector SPDR Fund$18,389,137$1,131 ▼0.0%341,3612.1%ETFXOMExxon Mobil$16,862,025$163,713 ▲1.0%149,5521.9%EnergyXLCCommunication Services Select Sector SPDR Fund$16,276,011$37,287 ▼-0.2%137,5011.8%ETFMRKMerck & Co., Inc.$15,244,032$74,949 ▼-0.5%181,6281.7%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$14,564,431$932,204 ▼-6.0%60,7761.6%FinanceMDLZMondelez International$12,456,479$126,752 ▲1.0%199,3991.4%Consumer StaplesXLIIndustrial Select Sector SPDR Fund$12,044,457$6,940 ▼-0.1%78,0941.4%ETFXLVHealth Care Select Sector SPDR Fund$11,280,332$557 ▼0.0%81,0541.3%ETFVYMVanguard High Dividend Yield ETF$8,708,200$74,281 ▲0.9%61,7821.0%ETFXLPConsumer Staples Select Sector SPDR Fund$7,960,068$781,900 ▼-8.9%101,5700.9%ETFIYFiShares U.S. Financials ETF$7,593,082$52,936 ▼-0.7%59,9580.9%ETFVEAVanguard FTSE Developed Markets ETF$7,383,461$56,744 ▲0.8%123,2220.8%ETFXLEEnergy Select Sector SPDR Fund$6,784,296$14,741 ▼-0.2%75,9380.8%ETFIYHiShares U.S. Healthcare ETF$4,795,604$42,866 ▼-0.9%81,6690.5%ETFIWDiShares Russell 1000 Value ETF$4,062,843$105,663 ▼-2.5%19,9560.5%ETFXLUUtilities Select Sector SPDR Fund$3,476,134$1,968,434 ▲130.6%39,8590.4%ETFVOEVanguard Mid-Cap Value ETF$3,204,519$35,963 ▲1.1%18,3560.4%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$3,061,657$24,237 ▲0.8%32,4640.3%ETFIYCiShares U.S. Consumer Discretionary ETF$2,768,397$130,686 ▼-4.5%26,4160.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$2,022,080$18,580 ▲0.9%18,2840.2%ETFIYJiShares U.S. Industrials ETF$1,724,097$22,611 ▼-1.3%11,8190.2%ETFXLREReal Estate Select Sector SPDR Fund$1,342,312$2,064 ▼-0.2%31,8610.2%ETFVOVanguard Mid-Cap ETF$1,312,725$42,886 ▼-3.2%4,4690.1%ETFVBVanguard Small-Cap ETF$1,229,444$40,939 ▼-3.2%4,8350.1%ETFSHWSherwin-Williams$1,201,8690.0%3,4710.1%Basic MaterialsXLBMaterials Select Sector SPDR Fund$1,164,348$1,524 ▼-0.1%12,9920.1%ETFIWRiShares Russell Mid-Cap ETF$1,071,621$83,131 ▲8.4%11,0990.1%ETFIWMiShares Russell 2000 ETF$1,019,245$113,975 ▲12.6%4,2120.1%FinanceIYKiShares U.S. Consumer Staples ETF$975,242$136,507 ▼-12.3%14,2600.1%ETFTSLATesla$726,673$4,002 ▲0.6%1,6340.1%Auto/Tires/TrucksGOOGAlphabet$697,927$117,620 ▼-14.4%2,8660.1%Computer and TechnologyLNWLight & Wonder$668,5830.0%7,9650.1%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$578,564$578,564 ▲New Holding1,7630.1%ETFMETAMeta Platforms$546,3790.0%7440.1%Computer and TechnologyLAM RESEARCH CORP$468,6500.0%3,5000.1%COM NEWFULTFulton Financial$400,862$121,095 ▼-23.2%21,5170.0%FinanceCORCencora$386,2880.0%1,2360.0%MedicalSPYSPDR S&P 500 ETF Trust$358,444$666 ▲0.2%5380.0%FinanceGDGeneral Dynamics$354,776$341 ▲0.1%1,0400.0%AerospaceIJRiShares Core S&P Small-Cap ETF$310,741$15,329 ▲5.2%2,6150.0%ETFELVElevance Health$305,672$305,672 ▲New Holding9460.0%MedicalVUGVanguard Growth ETF$290,1650.0%6050.0%ETFDVYiShares Select Dividend ETF$287,1850.0%2,0210.0%ETFUNHUnitedHealth Group$286,599$50,069 ▼-14.9%8300.0%MedicalEEMiShares MSCI Emerging Markets ETF$281,098$9,345 ▼-3.2%5,2640.0%FinanceWDAYWorkday$239,0450.0%9930.0%Computer and TechnologyTAT&T$232,049$1,610 ▲0.7%8,2170.0%Computer and TechnologyOKEONEOK$229,1940.0%3,1410.0%EnergyIBMInternational Business Machines$220,0850.0%7800.0%Computer and TechnologyOPKOPKO Health$17,6390.0%11,3800.0%MedicalAGGiShares Core U.S. Aggregate Bond ETF$0$746,976 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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