Stillwater Wealth Management Group
78 holdingsFiling period: 2026-03-31Current AUM: $182.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 26.4K | $6.7M | $8.2M | 4.48% | +203 | 2026-03-31 |
| 2 | DIVO | AMPLIFY ETF TR | 139.1K | $6.2M | $6.5M | 3.58% | +22.5K | 2026-03-31 |
| 3 | DGRO | ISHARES TR | 82.3K | $5.8M | $6.4M | 3.52% | +7.9K | 2026-03-31 |
| 4 | QUAL | ISHARES TR | 29.6K | $5.7M | $6.5M | 3.56% | +3.9K | 2026-03-31 |
| 5 | AVGO | BROADCOM INC | 16.9K | $5.2M | $6.6M | 3.61% | +1.2K | 2026-03-31 |
| 6 | COST | COSTCO WHOLESALE CORPORATION | 5.2K | $5.2M | $4.9M | 2.71% | +275 | 2026-03-31 |
| 7 | QQQ | INVESCO QQQ TR | 8.9K | $5.1M | $6.1M | 3.35% | +944 | 2026-03-31 |
| 8 | QDPL | PACER FDS TR | 125.8K | $5.0M | $5.7M | 3.12% | -8,600 | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 28.5K | $5.0M | $5.7M | 3.14% | +1.6K | 2026-03-31 |
| 10 | LLY | ELI LILLY & CO | 5.2K | $4.8M | $6.0M | 3.27% | +98 | 2026-03-31 |
| 11 | WMT | WALMART INC | 37.9K | $4.7M | $4.2M | 2.31% | +889 | 2026-03-31 |
| 12 | GOOG | ALPHABET INC | 16.0K | $4.6M | $5.7M | 3.13% | +206 | 2026-03-31 |
| 13 | JPM | JPMORGAN CHASE & CO | 15.5K | $4.6M | $5.5M | 3.00% | +446 | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 26.8K | $4.6M | $4.2M | 2.29% | +3.0K | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 26.8K | $4.6M | $4.2M | 2.29% | +3.0K | 2026-03-31 |
| 16 | FNDX | SCHWAB STRATEGIC TR | 156.9K | $4.4M | $5.0M | 2.73% | +57.9K | 2026-03-31 |
| 17 | ABBV | ABBVIE INC | 19.2K | $4.2M | $4.8M | 2.64% | +700 | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 11.2K | $4.1M | $5.2M | 2.85% | +449 | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 19.6K | $4.1M | $5.3M | 2.93% | +1.2K | 2026-03-31 |
| 20 | WM | WASTE MGMT INC DEL | 16.8K | $3.8M | $3.8M | 2.08% | +462 | 2026-03-31 |
| 21 | TJX | TJX COS INC NEW | 23.7K | $3.8M | $3.7M | 2.05% | +608 | 2026-03-31 |
| 22 | MCD | MCDONALDS CORP | 11.6K | $3.6M | $3.1M | 1.72% | +648 | 2026-03-31 |
| 23 | COWZ | PACER FDS TR | 46.8K | $2.9M | $3.1M | 1.72% | +11.8K | 2026-03-31 |
| 24 | LMT | LOCKHEED MARTIN CORP | 4.8K | $2.9M | $2.8M | 1.52% | +387 | 2026-03-31 |
| 25 | JEPQ | J P MORGAN EXCHANGE TRADED F | 49.2K | $2.7M | $2.9M | 1.57% | +5.0K | 2026-03-31 |
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