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

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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HOME DEPOT, INC.

HD|437076102

Shares:7.6K

Value:$2.8M

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

33739Q705

Shares:55.0K

Value:$2.8M

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

PROCTER & GAMBLE Co

PG|742718109

Shares:16.0K

Value:$2.7M

% of Portfolio:2.4% ($2.7M/$115.5M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:5.9K

Value:$2.6M

% of Portfolio:2.3% ($2.6M/$115.5M)

STRYKER CORP

SYK|863667101

Shares:6.8K

Value:$2.5M

% of Portfolio:2.2% ($2.5M/$115.5M)

NVIDIA CORP

NVDA|67066G104

Shares:23.1K

Value:$2.5M

% of Portfolio:2.2% ($2.5M/$115.5M)

Alphabet Inc.

GOOG|02079K107

Shares:15.0K

Value:$2.3M

% of Portfolio:2.0% ($2.3M/$115.5M)

COCA COLA CO

KO|191216100

Shares:30.6K

Value:$2.2M

% of Portfolio:1.9% ($2.2M/$115.5M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:17.8K

Value:$2.2M

% of Portfolio:1.9% ($2.2M/$115.5M)

Chubb Ltd

CB|H1467J104

Shares:6.6K

Value:$2.0M

% of Portfolio:1.7% ($2.0M/$115.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:3.8K

Value:$2.0M

% of Portfolio:1.7% ($2.0M/$115.5M)

ORACLE CORP

ORCL|68389X105

Shares:13.6K

Value:$1.9M

% of Portfolio:1.6% ($1.9M/$115.5M)

46654Q203

Shares:36.6K

Value:$1.9M

% of Portfolio:1.6% ($1.9M/$115.5M)

33733E104

Shares:14.7K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$115.5M)

464287721

Shares:5.8K

Value:$821.6K

% of Portfolio:0.7% ($821.6K/$115.5M)

74255Y870

Shares:13.2K

Value:$750.5K

% of Portfolio:0.6% ($750.5K/$115.5M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:11.1K

Value:$668.9K

% of Portfolio:0.6% ($668.9K/$115.5M)

464287101

Shares:2.3K

Value:$634.6K

% of Portfolio:0.5% ($634.6K/$115.5M)

ABBOTT LABORATORIES

ABT|002824100

Shares:4.5K

Value:$602.5K

% of Portfolio:0.5% ($602.5K/$115.5M)

CHEVRON CORP

CVX|166764100

Shares:3.6K

Value:$594.7K

% of Portfolio:0.5% ($594.7K/$115.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	7.6K	QoQ +13.68% (+919) YoY-	All Managers (Combined)	$2.8M	2.4% ($2.8M/$115.5M)	QoQ +7.11% (+$185.9K) YoY-
(cusip33739Q705)✕	55.0K	QoQ +20.69% (+9.4K) YoY-	All Managers (Combined)	$2.8M	2.4% ($2.8M/$115.5M)	QoQ +21.44% (+$490.8K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	16.0K	QoQ +21.62% (+2.8K) YoY-	All Managers (Combined)	$2.7M	2.4% ($2.7M/$115.5M)	QoQ +23.63% (+$521.5K) YoY-
LOCKHEED MARTIN CORP(LMTcusip539830109)	5.9K	QoQ +11.15% (+589) YoY-	All Managers (Combined)	$2.6M	2.3% ($2.6M/$115.5M)	QoQ +2.18% (+$56.0K) YoY-
STRYKER CORP(SYKcusip863667101)	6.8K	QoQ +4.57% (+298) YoY-	All Managers (Combined)	$2.5M	2.2% ($2.5M/$115.5M)	QoQ +8.11% (+$190.5K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	23.1K	QoQ +1.02% (-235) YoY-	All Managers (Combined)	$2.5M	2.2% ($2.5M/$115.5M)	QoQ -18.46% (-$566.1K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	15.0K	QoQ +2.55% (-375) YoY-	All Managers (Combined)	$2.3M	2.0% ($2.3M/$115.5M)	QoQ -15.86% (-$443.0K) YoY-
COCA COLA CO(KOcusip191216100)	30.6K	QoQ +13.80% (+3.7K) YoY-	All Managers (Combined)	$2.2M	1.9% ($2.2M/$115.5M)	QoQ +30.91% (+$518.1K) YoY-
TJX COMPANIES INC /DE/(TJXcusip872540109)	17.8K	QoQ +9.76% (+1.6K) YoY-	All Managers (Combined)	$2.2M	1.9% ($2.2M/$115.5M)	QoQ +10.65% (+$209.0K) YoY-
Chubb Ltd(CBcusipH1467J104)	6.6K	QoQ +60.10% (+2.5K) YoY-	All Managers (Combined)	$2.0M	1.7% ($2.0M/$115.5M)	QoQ +74.99% (+$856.0K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	3.8K	QoQ -10.81% (-460) YoY-	All Managers (Combined)	$2.0M	1.7% ($2.0M/$115.5M)	QoQ -7.66% (-$164.8K) YoY-
ORACLE CORP(ORCLcusip68389X105)	13.6K	QoQ +6.61% (-841) YoY-	All Managers (Combined)	$1.9M	1.6% ($1.9M/$115.5M)	QoQ -10.55% (-$223.7K) YoY-
(cusip46654Q203)✕	36.6K	QoQ +17.21% (+5.4K) YoY-	All Managers (Combined)	$1.9M	1.6% ($1.9M/$115.5M)	QoQ +7.64% (+$134.7K) YoY-
(cusip33733E104)✕	14.7K	QoQ +172.00% (+9.3K) YoY-	All Managers (Combined)	$1.3M	1.1% ($1.3M/$115.5M)	QoQ +177.65% (+$843.0K) YoY-
(cusip464287721)✕	5.8K	QoQ -15.48% (-1.1K) YoY-	All Managers (Combined)	$821.6K	0.7% ($821.6K/$115.5M)	QoQ -25.59% (-$282.6K) YoY-
(cusip74255Y870)✕	13.2K	QoQ -28.25% (-5.2K) YoY-	All Managers (Combined)	$750.5K	0.6% ($750.5K/$115.5M)	QoQ -32.14% (-$355.5K) YoY-
ALTRIA GROUP, INC.(MOcusip02209S103)	11.1K	QoQ +27.28% (+2.4K) YoY-	All Managers (Combined)	$668.9K	0.6% ($668.9K/$115.5M)	QoQ +46.10% (+$211.1K) YoY-
(cusip464287101)✕	2.3K	QoQ NEW(+2.3K) YoY-	All Managers (Combined)	$634.6K	0.5% ($634.6K/$115.5M)	QoQ NEW(+$634.6K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	4.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$602.5K	0.5% ($602.5K/$115.5M)	QoQ +17.27% (+$88.8K) YoY-
CHEVRON CORP(CVXcusip166764100)	3.6K	QoQ +22.45% (+652) YoY-	All Managers (Combined)	$594.7K	0.5% ($594.7K/$115.5M)	QoQ +41.44% (+$174.2K) YoY-