Loading…
CIK 0002063941 • 8 13F filings • Apr 14, 2025 – Oct 21, 2026
Import this data to Google Sheets with:
=jivedata("stillwater-wealth-management-group","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $562K | 0.4%Prev: 0.5% | 4,486 SH | Increased-56 SH |
| ABBVIE INC | COM | $4.2M | 2.9%Prev: 2.5% | 18,500 SH | Increased+3,061 SH |
| ALPHABET INC | CAP STK CL A | $771K | 0.5%Prev: 0.6% | 2,463 SH | Increased-1,156 SH |
| ALPHABET INC | CAP STK CL C | $5.0M | 3.4%Prev: 2.5% | 15,796 SH | Increased+1,133 SH |
| ALPS ETF TR | ALERIAN MLP | $669K | 0.5% | 14,235 SH | New |
| ALTRIA GROUP INC | COM | $1.1M | 0.8%Prev: 0.4% | 19,295 SH | Increased+10,540 SH |
| AMAZON COM INC | COM | $4.3M | 2.9%Prev: 3.3% | 18,426 SH | Increased+1,657 SH |
| AMGEN INC | COM | $2.2M | 1.5%Prev: 2.0% | 6,724 SH | Decreased-1,957 SH |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $5.2M | 3.5% | 116,660 SH | New |
| APPLE INC | COM | $7.1M | 4.8%Prev: 6.1% | 26,238 SH | Increased-998 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.1M | 1.4%Prev: 2.5% | 4,185 SH | Decreased-2,015 SH |
| BROADCOM INC | COM | $5.4M | 3.7%Prev: 3.6% | 15,686 SH | Increased-1,471 SH |
| CATERPILLAR INC | COM | $1.6M | 1.1% | 2,713 SH | New |
| CHEVRON CORP NEW | COM | $357K | 0.2%Prev: 0.4% | 2,345 SH | Decreased-558 SH |
| CHUBB LIMITED | COM | $1.8M | 1.2%Prev: 1.0% | 5,741 SH | Increased+1,610 SH |
| COCA COLA CO | COM | $2.1M | 1.5%Prev: 1.5% | 30,736 SH | Increased+3,822 SH |
| COSTCO WHSL CORP NEW | COM | $4.2M | 2.9%Prev: 3.5% | 4,918 SH | Increased+656 SH |
| ELI LILLY & CO | COM | $5.5M | 3.7%Prev: 2.6% | 5,091 SH | Increased+1,360 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $247K | 0.2%Prev: 0.4% | 15,000 SH | Decreased-10,415 SH |
| EXXON MOBIL CORP | COM | $2.9M | 1.9%Prev: 2.5% | 23,860 SH | Increased-2,439 SH |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $928K | 0.6%Prev: 0.4% | 10,030 SH | Increased+4,626 SH |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | $1.1M | 0.8%Prev: 2.1% | 22,625 SH | Decreased-22,969 SH |
| GOLDMAN SACHS GROUP INC | COM | $1.3M | 0.9%Prev: 0.4% | 1,512 SH | Increased+655 SH |
| HOME DEPOT INC | COM | $2.9M | 2.0%Prev: 2.3% | 8,504 SH | Increased+1,791 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $316K | 0.2%Prev: 0.4% | 1,066 SH | Decreased-1,049 SH |
| INVESCO ACTIVELY MANAGED EXC | QQQ INCOME ADVAN | $643K | 0.4% | 12,135 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $397K | 0.3%Prev: 0.4% | 1,571 SH | Increased-300 SH |
| INVESCO QQQ TR | UNIT SER 1 | $4.9M | 3.3%Prev: 3.1% | 7,932 SH | Increased+1,190 SH |
| ISHARES TR | CORE DIV GRWTH | $5.2M | 3.5%Prev: 3.0% | 74,391 SH | Increased+19,448 SH |
| ISHARES TR | MSCI USA MIN VOL | $371K | 0.3% | 3,935 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $5.1M | 3.5% | 25,664 SH | New |
| ISHARES TR | S&P 100 ETF | $707K | 0.5% | 2,061 SH | New |
| ISHARES TR | U.S. TECH ETF | $1.2M | 0.8%Prev: 1.0% | 5,850 SH | Increased-1,072 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $222K | 0.2% | 3,870 SH | New |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $2.6M | 1.7%Prev: 1.6% | 44,201 SH | Increased+12,970 SH |
| JOHNSON & JOHNSON | COM | $381K | 0.3%Prev: 0.3% | 1,839 SH | Increased-687 SH |
| JPMORGAN CHASE & CO. | COM | $4.9M | 3.3%Prev: 2.8% | 15,101 SH | Increased+2,029 SH |
| LOCKHEED MARTIN CORP | COM | $2.1M | 1.4%Prev: 2.3% | 4,373 SH | Decreased-908 SH |
| MASTERCARD INCORPORATED | CL A | $249K | 0.2%Prev: 0.2% | 436 SH | Increased |
| MCDONALDS CORP | COM | $3.3M | 2.3%Prev: 2.4% | 10,931 SH | Increased+1,807 SH |
| META PLATFORMS INC | CL A | $607K | 0.4%Prev: 0.6% | 919 SH | Decreased-157 SH |
| MICROSOFT CORP | COM | $5.2M | 3.5%Prev: 3.7% | 10,712 SH | Increased+869 SH |
| MPLX LP | COM UNIT REP LTD | $251K | 0.2% | 4,700 SH | New |
| NORTHROP GRUMMAN CORP | COM | $639K | 0.4%Prev: 0.5% | 1,120 SH | Increased-7 SH |
| NVIDIA CORPORATION | COM | $5.0M | 3.4%Prev: 2.8% | 26,972 SH | Increased+4,141 SH |
| OMEGA HEALTHCARE INVS INC | COM | $423K | 0.3% | 9,543 SH | New |
| PACER FDS TR | METAURUS CAP 400 | $5.7M | 3.9%Prev: 2.1% | 134,380 SH | Increased+73,466 SH |
| PACER FDS TR | US CASH COWS 100 | $2.1M | 1.4%Prev: 2.5% | 34,944 SH | Decreased-15,088 SH |
| PEPSICO INC | COM | $298K | 0.2%Prev: 0.5% | 2,073 SH | Decreased-1,667 SH |
| PFIZER INC | COM | $349K | 0.2% | 14,035 SH | New |
| PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | $503K | 0.3%Prev: 1.0% | 7,352 SH | Decreased-11,071 SH |
| PROCTER AND GAMBLE CO | COM | $334K | 0.2%Prev: 2.0% | 2,333 SH | Decreased-10,828 SH |
| PROSHARES TR | S&P 500 HIGH INC | $1.4M | 0.9% | 30,125 SH | New |
| RTX CORPORATION | COM | $1.5M | 1.0% | 8,081 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $2.7M | 1.8% | 98,970 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $337K | 0.2%Prev: 0.3% | 12,273 SH | Increased+943 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $310K | 0.2% | 2,600 SH | New |
| SIMON PPTY GROUP INC NEW | COM | $292K | 0.2% | 1,576 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $599K | 0.4% | 878 SH | New |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $357K | 0.2% | 10,800 SH | New |
| STRYKER CORPORATION | COM | $2.7M | 1.8%Prev: 2.1% | 7,728 SH | Increased+1,209 SH |
| TJX COS INC NEW | COM | $3.6M | 2.4%Prev: 1.8% | 23,124 SH | Increased+6,886 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $248K | 0.2%Prev: 0.4% | 2,395 SH | Decreased-3,000 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8M | 1.2%Prev: 0.2% | 2,927 SH | Increased+2,469 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $280K | 0.2%Prev: 0.2% | 1,273 SH | Increased+218 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $325K | 0.2% | 2,264 SH | New |
| VANGUARD WORLD FD | COMM SRVC ETF | $329K | 0.2%Prev: 0.3% | 1,700 SH | Increased-124 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $424K | 0.3%Prev: 0.3% | 3,175 SH | Increased-124 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $800K | 0.5% | 4,326 SH | New |
| VERIZON COMMUNICATIONS INC | COM | $733K | 0.5%Prev: 0.3% | 17,990 SH | Increased+10,151 SH |
| VISA INC | COM CL A | $3.6M | 2.4%Prev: 2.5% | 10,213 SH | Increased+1,497 SH |
| WALMART INC | COM | $4.1M | 2.8%Prev: 2.7% | 36,976 SH | Increased+4,021 SH |
| WASTE MGMT INC DEL | COM | $3.6M | 2.4%Prev: 2.4% | 16,292 SH | Increased+3,237 SH |
| 13F-HR |
| 0002063941-26-000004 |
| $186.8M |
| View |
| Dec 2, 2025 | Q3 2025 | 13F-HR | 0002063941-25-000005 | $142.8M | View |
| Oct 21, 2026 | Q2 2026 | 13F-HR | 0002063941-26-000006 | $179.7M | View |
| Oct 21, 2026 | Q1 2026 | 13F-HR | 0002063941-26-000005 | $179.7M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0002063941-25-000002 | $115.5M | View |