Stillwater-Wealth-Management-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "MPLX",
  "ABT",
  "ABBV",
  "GOOGL",
  "T",
  "AVGO",
  null,
  "HD",
  null,
  "MCD",
  "UNP",
  "META",
  "MA",
  "MSFT",
  "ORCL",
  "NOC",
  "VHT",
  null,
  "PEP",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "RTX",
  "IBM",
  "SYK",
  "TJX",
  "VIG",
  null,
  null,
  "VYM",
  null,
  "WM",
  "AMZN",
  null,
  null,
  "VFH",
  "VOO",
  "V",
  "WMT",
  "SCHD",
  "ET",
  null,
  null,
  null,
  "DGRO",
  null,
  "BRK-B",
  "CVX",
  "CB",
  "KO",
  "COST",
  "NEE",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 69
Total Value: 115484770
Accession Number: 0002063941-25-000002
Form Type: 13F-HR
CIK: stillwater-wealth-management-group
Manager Name: Stillwater-Wealth-Management-Group

Data Enrichment

77% identified

53 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

69 positions • $115.5M total value

69 positions • $115.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

Shares:25.3K

Value:$5.6M

% of Portfolio:4.9% ($5.6M/$115.5M)

COSTCO WHOLESALE CORP /NEW

Shares:4.4K

Value:$4.2M

% of Portfolio:3.6% ($4.2M/$115.5M)

46434V621

Shares:67.6K

Value:$4.2M

% of Portfolio:3.6% ($4.2M/$115.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.2K

Value:$3.8M

% of Portfolio:3.3% ($3.8M/$115.5M)

MICROSOFT CORP

Shares:10.2K

Value:$3.8M

% of Portfolio:3.3% ($3.8M/$115.5M)

69374H881

Shares:65.0K

Value:$3.6M

% of Portfolio:3.1% ($3.6M/$115.5M)

JPMORGAN CHASE & CO

Shares:13.9K

Value:$3.4M

% of Portfolio:3.0% ($3.4M/$115.5M)

AbbVie Inc.

Shares:16.3K

Value:$3.4M

% of Portfolio:2.9% ($3.4M/$115.5M)

EXXON MOBIL CORP

Shares:28.3K

Value:$3.4M

% of Portfolio:2.9% ($3.4M/$115.5M)

WASTE MANAGEMENT INC

Shares:14.4K

Value:$3.3M

% of Portfolio:2.9% ($3.3M/$115.5M)

AMAZON COM INC

Shares:17.3K

Value:$3.3M

% of Portfolio:2.8% ($3.3M/$115.5M)

VISA INC.

Shares:9.2K

Value:$3.2M

% of Portfolio:2.8% ($3.2M/$115.5M)

ELI LILLY & Co

Shares:3.8K

Value:$3.1M

% of Portfolio:2.7% ($3.1M/$115.5M)

MCDONALDS CORP

Shares:9.8K

Value:$3.0M

% of Portfolio:2.6% ($3.0M/$115.5M)

Walmart Inc.

Shares:34.5K

Value:$3.0M

% of Portfolio:2.6% ($3.0M/$115.5M)

74348A467

Shares:29.5K

Value:$3.0M

% of Portfolio:2.6% ($3.0M/$115.5M)

AMGEN INC

Shares:9.6K

Value:$3.0M

% of Portfolio:2.6% ($3.0M/$115.5M)

69374H436

Shares:82.0K

Value:$3.0M

% of Portfolio:2.6% ($3.0M/$115.5M)

INVESCO QQQ TRUST, SERIES 1

Shares:6.1K

Value:$2.8M

% of Portfolio:2.5% ($2.8M/$115.5M)

Broadcom Inc.

Shares:16.8K

Value:$2.8M

% of Portfolio:2.4% ($2.8M/$115.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	25.3K	QoQ -7.25% (-2.0K) YoY-	All Managers (Combined)	$5.6M	4.9% ($5.6M/$115.5M)	QoQ -17.73% (-$1.2M) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	4.4K	QoQ +4.15% (+177) YoY-	All Managers (Combined)	$4.2M	3.6% ($4.2M/$115.5M)	QoQ +7.50% (+$293.2K) YoY-
(DGROcusip46434V621)	67.6K	QoQ +23.00% (+12.6K) YoY-	All Managers (Combined)	$4.2M	3.6% ($4.2M/$115.5M)	QoQ +23.88% (+$804.9K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.2K	QoQ +16.33% (+1.0K) YoY-	All Managers (Combined)	$3.8M	3.3% ($3.8M/$115.5M)	QoQ +36.69% (+$1.0M) YoY-
MICROSOFT CORP(MSFTcusip594918104)	10.2K	QoQ +3.77% (-372) YoY-	All Managers (Combined)	$3.8M	3.3% ($3.8M/$115.5M)	QoQ -7.57% (-$314.2K) YoY-
(cusip69374H881)✕	65.0K	QoQ +30.01% (+15.0K) YoY-	All Managers (Combined)	$3.6M	3.1% ($3.6M/$115.5M)	QoQ +26.05% (+$736.2K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	13.9K	QoQ +6.65% (+870) YoY-	All Managers (Combined)	$3.4M	3.0% ($3.4M/$115.5M)	QoQ +9.13% (+$286.4K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	16.3K	QoQ +5.25% (+812) YoY-	All Managers (Combined)	$3.4M	2.9% ($3.4M/$115.5M)	QoQ +24.11% (+$661.5K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	28.3K	QoQ +7.75% (+2.0K) YoY-	All Managers (Combined)	$3.4M	2.9% ($3.4M/$115.5M)	QoQ +19.13% (+$541.4K) YoY-
WASTE MANAGEMENT INC(WMcusip94106L109)	14.4K	QoQ +10.10% (+1.3K) YoY-	All Managers (Combined)	$3.3M	2.9% ($3.3M/$115.5M)	QoQ +26.32% (+$693.4K) YoY-
AMAZON COM INC(AMZNcusip023135106)	17.3K	QoQ +3.14% (-527) YoY-	All Managers (Combined)	$3.3M	2.8% ($3.3M/$115.5M)	QoQ -10.55% (-$388.2K) YoY-
VISA INC.(Vcusip92826C839)	9.2K	QoQ +5.38% (+469) YoY-	All Managers (Combined)	$3.2M	2.8% ($3.2M/$115.5M)	QoQ +16.84% (+$464.1K) YoY-
ELI LILLY & Co(LLYcusip532457108)	3.8K	QoQ +1.07% (+40) YoY-	All Managers (Combined)	$3.1M	2.7% ($3.1M/$115.5M)	QoQ +8.13% (+$234.2K) YoY-
MCDONALDS CORP(MCDcusip580135101)	9.8K	QoQ +6.92% (+632) YoY-	All Managers (Combined)	$3.0M	2.6% ($3.0M/$115.5M)	QoQ +15.22% (+$402.7K) YoY-
Walmart Inc.(WMTcusip931142103)	34.5K	QoQ +4.75% (+1.6K) YoY-	All Managers (Combined)	$3.0M	2.6% ($3.0M/$115.5M)	QoQ +1.78% (+$53.3K) YoY-
(cusip74348A467)✕	29.5K	QoQ +26.63% (+6.2K) YoY-	All Managers (Combined)	$3.0M	2.6% ($3.0M/$115.5M)	QoQ +29.98% (+$696.1K) YoY-
AMGEN INC(AMGNcusip031162100)	9.6K	QoQ +11.11% (+965) YoY-	All Managers (Combined)	$3.0M	2.6% ($3.0M/$115.5M)	QoQ +32.82% (+$742.7K) YoY-
(cusip69374H436)✕	82.0K	QoQ +34.62% (+21.1K) YoY-	All Managers (Combined)	$3.0M	2.6% ($3.0M/$115.5M)	QoQ +28.06% (+$656.3K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	6.1K	QoQ -10.14% (-684) YoY-	All Managers (Combined)	$2.8M	2.5% ($2.8M/$115.5M)	QoQ -17.58% (-$606.0K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	16.8K	QoQ -2.17% (-373) YoY-	All Managers (Combined)	$2.8M	2.4% ($2.8M/$115.5M)	QoQ -29.35% (-$1.2M) YoY-