Stillwater Wealth Management Group Top Holdings and 13F Report (2025) About Stillwater Wealth Management GroupInvestment ActivityStillwater Wealth Management Group has $115.48 million in total holdings as of March 31, 2025.Stillwater Wealth Management Group owns shares of 69 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 10.73% of the portfolio was purchased this quarter.About 5.82% of the portfolio was sold this quarter.This quarter, Stillwater Wealth Management Group has purchased 68 new stocks and bought additional shares in 38 stocks.Stillwater Wealth Management Group sold shares of 23 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $5,611,125Costco Wholesale $4,198,274iShares Core Dividend Growth ETF $4,175,101Berkshire Hathaway $3,841,500Microsoft $3,834,555 Largest New Holdings this Quarter 464287101 - iShares S&P 100 ETF $634,566 Holding921946406 - Vanguard High Dividend Yield ETF $448,523 Holding00162Q452 - Alerian MLP ETF $382,538 Holding55336V100 - Mplx $240,840 Holding75513E101 - RTX $215,824 Holding Largest Purchases this Quarter First Trust Capital Strength ETF 9,295 shares (about $833.19K)Pacer US Cash Cows 100 ETF 15,015 shares (about $822.23K)iShares Core Dividend Growth ETF 12,637 shares (about $780.72K)Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 21,091 shares (about $770.24K)Chubb 2,483 shares (about $749.84K) Largest Sales this Quarter NextEra Energy 23,198 shares (about $1.64M)Union Pacific 4,025 shares (about $950.87K)Apple 1,975 shares (about $438.70K)Invesco QQQ 684 shares (about $320.72K)Principal U.S. Mega-Cap ETF 5,206 shares (about $295.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStillwater Wealth Management Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$5,611,125$438,699 ▼-7.3%25,2614.9%Computer and TechnologyCOSTCostco Wholesale$4,198,274$167,401 ▲4.2%4,4393.6%Retail/WholesaleDGROiShares Core Dividend Growth ETF$4,175,101$780,715 ▲23.0%67,5803.6%ETFBRK.BBerkshire Hathaway$3,841,500$539,504 ▲16.3%7,2133.3%FinanceMSFTMicrosoft$3,834,555$139,643 ▲3.8%10,2153.3%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$3,562,000$822,227 ▲30.0%65,0473.1%ETFJPMJPMorgan Chase & Co.$3,419,957$213,410 ▲6.7%13,9423.0%FinanceABBVAbbVie$3,404,971$170,133 ▲5.3%16,2512.9%MedicalXOMExxon Mobil$3,370,402$242,620 ▲7.8%28,3392.9%EnergyWMWaste Management$3,327,693$305,359 ▲10.1%14,3742.9%Business ServicesAMZNAmazon.com$3,290,737$100,267 ▲3.1%17,2962.8%Retail/WholesaleVVisa$3,218,814$164,358 ▲5.4%9,1852.8%Business ServicesLLYEli Lilly and Company$3,114,672$33,038 ▲1.1%3,7712.7%MedicalMCDMcDonald's$3,047,505$197,419 ▲6.9%9,7562.6%Retail/WholesaleWMTWalmart$3,030,777$137,655 ▲4.8%34,5232.6%Retail/WholesaleNOBLProShares S&P 500 Aristocrats ETF$3,017,626$634,752 ▲26.6%29,5322.6%ETFAMGNAmgen$3,005,202$300,645 ▲11.1%9,6462.6%MedicalQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$2,994,823$770,243 ▲34.6%82,0052.6%ETFQQQInvesco QQQ$2,840,564$320,724 ▼-10.1%6,0582.5%FinanceAVGOBroadcom$2,810,222$62,453 ▼-2.2%16,7842.4%Computer and TechnologyHDHome Depot$2,797,144$336,815 ▲13.7%7,6322.4%Retail/WholesaleKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$2,780,116$476,707 ▲20.7%55,0302.4%ETFPGProcter & Gamble$2,727,882$485,010 ▲21.6%16,0072.4%Consumer StaplesLMTLockheed Martin$2,622,067$263,100 ▲11.2%5,8702.3%AerospaceSYKStryker$2,537,779$110,937 ▲4.6%6,8172.2%MedicalNVDANVIDIA$2,499,894$25,469 ▲1.0%23,0662.2%Computer and TechnologyGOOGAlphabet$2,349,427$58,587 ▲2.6%15,0382.0%Computer and TechnologyKOCoca-Cola$2,193,694$266,137 ▲13.8%30,6301.9%Consumer StaplesTJXTJX Companies$2,170,805$193,050 ▲9.8%17,8231.9%Retail/WholesaleCBChubb$1,997,366$749,843 ▲60.1%6,6141.7%FinanceUNHUnitedHealth Group$1,986,205$240,943 ▼-10.8%3,7921.7%MedicalORCLOracle$1,895,972$117,581 ▲6.6%13,5611.6%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,895,438$278,314 ▲17.2%36,6061.6%ETFFTCSFirst Trust Capital Strength ETF$1,317,597$833,190 ▲172.0%14,6991.1%ETFIYWiShares U.S. Technology ETF$821,574$150,552 ▼-15.5%5,8500.7%ManufacturingUSMCPrincipal U.S. Mega-Cap ETF$750,461$295,597 ▼-28.3%13,2170.6%ManufacturingMOAltria Group$668,863$143,388 ▲27.3%11,1440.6%Consumer StaplesOEFiShares S&P 100 ETF$634,566$634,566 ▲New Holding2,3430.5%ETFABTAbbott Laboratories$602,4960.0%4,5420.5%MedicalCVXChevron$594,716$109,073 ▲22.5%3,5550.5%EnergyNOCNorthrop Grumman$573,451$3,584 ▼-0.6%1,1200.5%AerospaceMETAMeta Platforms$553,306$66,858 ▼-10.8%9600.5%Computer and TechnologyGOOGLAlphabet$547,916$11,753 ▼-2.1%3,5430.5%Computer and TechnologyIBMInternational Business Machines$519,699$6,216 ▼-1.2%2,0900.5%Computer and TechnologyPEPPepsiCo$485,806$74,970 ▼-13.4%3,2400.4%Consumer StaplesMOATVanEck Morningstar Wide Moat ETF$478,280$3,520 ▲0.7%5,4350.4%ETFGSThe Goldman Sachs Group$468,1710.0%8570.4%FinanceSCHDSchwab US Dividend Equity ETF$467,995$151,208 ▲47.7%16,7380.4%ETFVYMVanguard High Dividend Yield ETF$448,523$448,523 ▲New Holding3,4780.4%ETFETEnergy Transfer$436,679$35,786 ▼-7.6%23,4900.4%EnergyVZVerizon Communications$424,207$68,630 ▲19.3%9,3520.4%Computer and TechnologyJNJJohnson & Johnson$385,412$33,500 ▼-8.0%2,3240.3%MedicalAMLPAlerian MLP ETF$382,538$382,538 ▲New Holding7,3650.3%ETFVFHVanguard Financials ETF$379,317$14,814 ▼-3.8%3,1750.3%ETFQQQMInvesco NASDAQ 100 ETF$354,577$6,563 ▼-1.8%1,8370.3%ETFTAT&T$345,751$32,324 ▲10.3%12,2260.3%Computer and TechnologyNEENextEra Energy$337,606$1,644,642 ▼-83.0%4,7620.3%UtilitiesSPROTT PHYSICAL GOLD TR$312,780$43,308 ▼-12.2%13,0000.3%UNITUNPUnion Pacific$257,974$950,866 ▼-78.7%1,0920.2%TransportationXLYConsumer Discretionary Select Sector SPDR Fund$256,698$40,479 ▼-13.6%1,3000.2%FinanceVOXVanguard Communication Services ETF$252,263$18,400 ▼-6.8%1,7000.2%ETFVIGVanguard Dividend Appreciation ETF$246,238$41,525 ▲20.3%1,2690.2%ETFVOOVanguard S&P 500 ETF$243,051$7,708 ▲3.3%4730.2%ETFMPLXMplx$240,840$240,840 ▲New Holding4,5000.2%EnergyMAMastercard$238,9800.0%4360.2%Business ServicesVHTVanguard Health Care ETF$238,257$69,359 ▼-22.5%9000.2%ETFXLIIndustrial Select Sector SPDR Fund$216,266$18,612 ▼-7.9%1,6500.2%ETFRTXRTX$215,824$215,824 ▲New Holding1,6290.2%AerospaceMRKMerck & Co., Inc.$215,783$2,244 ▼-1.0%2,4040.2%MedicalGDGeneral Dynamics$0$1,609,214 ▼-100.0%00.0%AerospaceZIMZIM Integrated Shipping Services$0$284,478 ▼-100.0%00.0%TransportationCCICrown Castle$0$257,305 ▼-100.0%00.0%FinanceEMXEMX Royalty$0$17,300 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. 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