Stillwater Wealth Management Group
CIK 2063941 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $161.8M
- Posisi
- 77
- Per tanggal
- 31 Maret 2026 Data per Q1 2026
#7.145 dari 9.443 berdasarkan nilai 13F · top 75.7%
Nilai portofolio QoQ: +9.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 33,83%
- Bobot 25 kepemilikan teratas
- 69,49%
- Posisi di atas 1%
- 37
- Jumlah posisi efektif
- 43,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q1 2026: 1,75% Perkiraan pembelian $19.344.666 · penjualan $2.704.830
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q1 2026 · 82,8% masih dipegang
- Posisi baru
- 6
- Meningkat
- 56
- Menurun
- 9
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
13,2%
Retail
12,3%
Healthcare
9,9%
Industrials
7,4%
Communication Services
4,5%
Financials
4,2%
Energy
3,7%
Financial Services
3,2%
Consumer Staples
2,6%
Consumer Discretionary
2,2%
Telecommunication
0,7%
Utilities
0,6%
Real Estate
0,6%
Consumer products
0,2%
Lainnya/Tidak terpetakan
34,8%
Portofolio lengkap 77 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $6.710.474 | 4,15% | 26.441 | $-422.571 | Naik ×1 | ||
| DIVO | $6.240.349 | 3,86% | 139.138 | $1.048.979 | Naik ×2 | ||
| DGRO | $5.775.569 | 3,57% | 82.297 | $611.321 | Naik ×2 | ||
| QUAL | $5.679.405 | 3,51% | 29.610 | $582.004 | Naik ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $5.227.981 | 3,23% | 16.891 | $-200.912 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $5.174.709 | 3,20% | 5.193 | $933.568 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $5.123.136 | 3,17% | 8.876 | $250.406 | Naik ×1 | ||
| QDPL | $5.048.658 | 3,12% | 125.780 | $-659.804 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $4.974.241 | 3,07% | 28.522 | $-56.042 | Naik ×2 | ||
| LLY Eli Lilly and Company Common Stock | $4.772.971 | 2,95% | 5.189 | $-698.514 | Naik ×1 | ||
| WMT Walmart Inc. - Common Stock | $4.705.816 | 2,91% | 37.865 | $586.267 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $4.590.442 | 2,84% | 16.002 | $-366.454 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4.573.172 | 2,83% | 15.547 | $-292.637 | Naik ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $4.554.021 | 2,81% | 26.842 | $1.682.717 | Naik ×1 | ||
| FNDX | $4.368.317 | 2,70% | 156.852 | $1.675.334 | Naik ×1 | ||
| ABBV AbbVie Inc. Common Stock | $4.175.794 | 2,58% | 19.200 | $-51.355 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4.131.595 | 2,55% | 11.161 | $-1.049.149 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4.089.798 | 2,53% | 19.637 | $-163.291 | Naik ×2 | ||
| WM Waste Management, Inc. Common Stock | $3.849.951 | 2,38% | 16.754 | $270.470 | Naik ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $3.789.968 | 2,34% | 23.732 | $237.963 | Naik ×2 | ||
| MCD McDonald's Corporation Common Stock | $3.598.678 | 2,22% | 11.579 | $257.954 | Naik ×1 | ||
| COWZ | $2.924.832 | 1,81% | 46.752 | $822.246 | Naik ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $2.877.062 | 1,78% | 4.760 | $761.903 | Naik ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $2.731.895 | 1,69% | 49.206 | $162.956 | Naik ×1 | ||
| V Visa Inc. | $2.723.730 | 1,68% | 9.012 | $-858.022 | Turun ×1 | ||
| SYK Stryker Corporation Common Stock | $2.624.051 | 1,62% | 7.986 | $-91.999 | Naik ×1 | ||
| AMGN Amgen Inc. - Common Stock | $2.565.829 | 1,59% | 7.292 | $364.884 | Naik ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $2.428.938 | 1,50% | 31.939 | $280.205 | Naik ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $2.262.600 | 1,40% | 3.194 | $708.637 | Naik ×2 | ||
| VOO | $2.250.068 | 1,39% | 3.765 | $414.639 | Naik ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $2.192.081 | 1,36% | 2.591 | $862.981 | Naik ×2 | ||
| CB Chubb Limited Common Stock | $2.185.035 | 1,35% | 6.704 | $393.154 | Naik ×2 | ||
| RTX RTX Corporation Common Stock | $2.181.782 | 1,35% | 11.310 | $699.661 | Naik ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $2.152.481 | 1,33% | 6.545 | $-773.907 | Turun ×2 | ||
| BRKB | $2.132.440 | 1,32% | 4.450 | $28.850 | Naik ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.670.620 | 1,03% | 2.920 | $1.063.997 | Naik ×2 | ||
| ISPY | $1.636.463 | 1,01% | 37.750 | $261.859 | Naik ×2 | ||
| MO Altria Group, Inc. | $1.490.384 | 0,92% | 22.585 | $377.834 | Naik ×1 | ||
| AMLP | $1.484.974 | 0,92% | 28.210 | $815.644 | Naik ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $1.208.063 | 0,75% | 24.065 | $475.330 | Naik ×1 | ||
| IYW | $1.121.176 | 0,69% | 6.180 | $-46.952 | Naik ×1 | ||
| KNG | $1.105.717 | 0,68% | 22.700 | $-6.302 | Naik ×1 | ||
| FTCS First Trust Capital Strength ETF | $960.159 | 0,59% | 10.351 | $32.268 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $950.484 | 0,59% | 3.305 | $179.657 | Naik ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $914.589 | 0,57% | 9.847 | ||||
| SCHD | $796.566 | 0,49% | 25.964 | $459.914 | Naik ×2 | ||
| GPIX Goldman Sachs S&P 500 Premium Income ETF | $765.112 | 0,47% | 15.290 | Naik ×1 | |||
| NOC Northrop Grumman Corporation Common Stock | $764.109 | 0,47% | 1.120 | $125.474 | |||
| SPY SPY | $702.008 | 0,43% | 1.079 | $102.967 | Naik ×2 | ||
| PFE Pfizer, Inc. Common Stock | $657.914 | 0,41% | 23.430 | $308.442 | Naik ×2 | ||
| CVX Chevron Corporation Common Stock | $652.976 | 0,40% | 3.156 | $295.575 | Naik ×2 | ||
| QQA Invesco QQQ Income Advantage ETF | $640.178 | 0,40% | 12.835 | $-3.220 | Naik ×2 | ||
| OHI Omega Healthcare Investors, Inc. Common Stock | $634.864 | 0,39% | 14.488 | $211.727 | Naik ×2 | ||
| OEF | $567.264 | 0,35% | 1.783 | $-139.713 | Turun ×2 | ||
| VYM | $540.757 | 0,33% | 3.651 | $215.828 | Naik ×2 | ||
| ABT Abbott Laboratories Common Stock | $460.578 | 0,28% | 4.486 | $-101.473 | |||
| JNJ Johnson & Johnson Common Stock | $448.303 | 0,28% | 1.834 | $67.635 | Turun ×2 | ||
| USMC Principal U.S. Mega-Cap ETF | $436.568 | 0,27% | 6.788 | $-66.695 | Turun ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $423.050 | 0,26% | 1.780 | $25.685 | Naik ×1 | ||
| SPG Simon Property Group, Inc. Common Stock | $393.868 | 0,24% | 2.112 | $102.069 | Naik ×2 | ||
| VFH | $383.572 | 0,24% | 3.175 | $-40.259 | |||
| PHYS | $382.752 | 0,24% | 10.800 | $26.136 | |||
| SPIB | $375.111 | 0,23% | 11.184 | Naik ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $352.118 | 0,22% | 2.438 | $17.802 | Naik ×2 | ||
| VIG | $334.890 | 0,21% | 1.557 | $55.054 | Naik ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $314.307 | 0,19% | 2.024 | $16.790 | Turun ×2 | ||
| VOX | $305.728 | 0,19% | 1.700 | $-23.443 | |||
| GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF | $296.940 | 0,18% | 6.000 | Naik ×1 | |||
| XLY XLY | $283.348 | 0,18% | 2.600 | $-27.118 | |||
| IBM International Business Machines Corporation Common Stock | $276.567 | 0,17% | 1.141 | $-39.193 | Naik ×1 | ||
| ET Energy Transfer LP Common Units | $270.200 | 0,17% | 14.000 | $22.850 | Turun ×2 | ||
| MPLX MPLX LP Common Units Representing Limited Partner Interests | $239.694 | 0,15% | 4.200 | $-11.145 | Turun ×2 | ||
| JEPI | $236.356 | 0,15% | 4.170 | $14.837 | Naik ×2 | ||
| MOAT | $232.080 | 0,14% | 2.400 | $-15.946 | Naik ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $231.635 | 0,14% | 1.926 | ||||
| MA Mastercard Incorporated Common Stock | $227.845 | 0,14% | 456 | $-21.059 | Naik ×1 | ||
| KMI Kinder Morgan, Inc. Common Stock | $219.219 | 0,14% | 6.538 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| XOM | Beli lebih banyak | +3K | +$1.7M |
| FNDX | Beli lebih banyak | +58K | +$1.7M |
| META | Beli lebih banyak | +2K | +$1.1M |
| MSFT | Beli lebih banyak | +449 | -$1.0M |
| DIVO | Beli lebih banyak | +22K | +$1.0M |
| COST | Beli lebih banyak | +275 | +$934K |
| GS | Beli lebih banyak | +1K | +$863K |
| V | Dipangkas | -1K | -$858K |
| COWZ | Beli lebih banyak | +12K | +$822K |
| AMLP | Beli lebih banyak | +14K | +$816K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| ORCL | 31 Des. 2025 | 14.303 | $4.022.488 | -26,9% |
| GD | 31 Maret 2025 | 6.107 | $1.609.214 | 43,7% |
| NOBL | 31 Des. 2025 | 12.745 | $1.313.591 | Tidak lagi dilacak |
| VPU | 31 Maret 2026 | 4.326 | $800.483 | Tidak lagi dilacak |
| USMV | 31 Maret 2026 | 3.935 | $370.520 | Tidak lagi dilacak |
| ARCC | 31 Des. 2025 | 14.975 | $305.640 | -1,7% |
| ZIM | 31 Maret 2025 | 13.250 | $284.478 | 85,5% |
| CCI | 31 Maret 2025 | 2.835 | $257.305 | -27,1% |
| COWG | 31 Des. 2025 | 6.138 | $222.801 | |
| VUG | 31 Des. 2025 | 463 | $222.059 | Tidak lagi dilacak |
| EMX | 31 Maret 2025 | 10.000 | $17.300 | Tidak lagi dilacak |