Stillwater Capital Advisors, LLC Top Holdings and 13F Report (2025) About Stillwater Capital Advisors, LLCInvestment ActivityStillwater Capital Advisors, LLC has $808.52 million in total holdings as of December 31, 2024.Stillwater Capital Advisors, LLC owns shares of 69 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 3.45% of the portfolio was purchased this quarter.About 2.83% of the portfolio was sold this quarter.This quarter, Stillwater Capital Advisors, LLC has purchased 73 new stocks and bought additional shares in 35 stocks.Stillwater Capital Advisors, LLC sold shares of 20 stocks and completely divested from 7 stocks this quarter.Largest Holdings NVIDIA $67,448,944Broadcom $66,873,714Apple $63,028,250Microsoft $48,629,493Technology Select Sector SPDR Fund $37,304,242 Largest New Holdings this Quarter BLACKROCK INC $19,474,103 HoldingFulton Financial $540,168 HoldingLAM RESEARCH CORP $260,607 Holding Largest Purchases this Quarter BLACKROCK INC 18,997 shares (about $19.47M)Technology Select Sector SPDR Fund 3,057 shares (about $710.81K)Fulton Financial 28,017 shares (about $540.17K)Communication Services Select Sector SPDR Fund 4,660 shares (about $451.14K)iShares U.S. Financials ETF 3,352 shares (about $370.66K) Largest Sales this Quarter NVIDIA 9,607 shares (about $1.29M)Broadcom 2,954 shares (about $684.85K)iShares Russell 1000 Growth ETF 1,212 shares (about $486.72K)Apple 1,491 shares (about $373.38K)iShares Russell 1000 Value ETF 1,439 shares (about $266.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStillwater Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$67,448,944$1,290,125 ▼-1.9%502,2638.3%Computer and TechnologyAVGOBroadcom$66,873,714$684,855 ▼-1.0%288,4488.3%Computer and TechnologyAAPLApple$63,028,250$373,376 ▼-0.6%251,6907.8%Computer and TechnologyMSFTMicrosoft$48,629,493$5,480 ▲0.0%115,3726.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$37,304,242$710,812 ▲1.9%160,4354.6%ETFGOOGLAlphabet$29,750,078$277,325 ▲0.9%157,1583.7%Computer and TechnologyJPMJPMorgan Chase & Co.$26,945,846$71,194 ▲0.3%112,4103.3%FinanceAMZNAmazon.com$23,897,824$332,155 ▲1.4%108,9293.0%Retail/WholesaleWMTWalmart$22,918,071$180,700 ▲0.8%253,6592.8%Retail/WholesaleMARMarriott International$21,158,053$237,656 ▲1.1%75,8522.6%Consumer DiscretionaryTMUST-Mobile US$21,024,001$194,242 ▲0.9%95,2482.6%Computer and TechnologyRTXRTX$21,010,549$150,551 ▲0.7%181,5642.6%AerospaceHDHome Depot$19,759,972$193,329 ▲1.0%50,7982.4%Retail/WholesaleBLACKROCK INC$19,474,103$19,474,103 ▲New Holding18,9972.4%COMVVisa$19,384,576$238,294 ▲1.2%61,3362.4%Business ServicesCEGConstellation Energy$19,008,468$251,898 ▲1.3%84,9692.4%Oils/EnergyMRKMerck & Co., Inc.$18,105,041$165,037 ▲0.9%181,9972.2%MedicalUNHUnitedHealth Group$17,840,381$176,041 ▲1.0%35,2672.2%MedicalIYWiShares U.S. Technology ETF$17,506,204$1,436 ▼0.0%109,7432.2%ManufacturingIWFiShares Russell 1000 Growth ETF$16,586,650$486,721 ▼-2.9%41,3032.1%ETFABBVAbbVie$16,137,958$180,898 ▲1.1%90,8162.0%MedicalXOMExxon Mobil$15,804,447$232,244 ▲1.5%146,9222.0%Oils/EnergyCATCaterpillar$14,987,508$215,481 ▲1.5%41,3151.9%Industrial ProductsXLFFinancial Select Sector SPDR Fund$14,482,498$332,268 ▲2.3%299,6591.8%ETFXLYConsumer Discretionary Select Sector SPDR Fund$14,309,938$228,164 ▲1.6%63,7841.8%FinanceXLVHealth Care Select Sector SPDR Fund$14,030,158$264,821 ▲1.9%101,9861.7%ETFXLCCommunication Services Select Sector SPDR Fund$13,311,811$451,136 ▲3.5%137,5041.6%ETFKOCoca-Cola$12,507,860$226,129 ▲1.8%200,8971.5%Consumer StaplesMDLZMondelez International$11,554,151$165,750 ▲1.5%193,4401.4%Consumer StaplesXLIIndustrial Select Sector SPDR Fund$10,144,399$180,644 ▲1.8%76,9911.3%ETFXLPConsumer Staples Select Sector SPDR Fund$8,702,343$256,818 ▲3.0%110,7031.1%ETFVYMVanguard High Dividend Yield ETF$7,204,934$39,808 ▼-0.5%56,4690.9%ETFXLEEnergy Select Sector SPDR Fund$6,553,867$280,966 ▲4.5%76,5100.8%ETFIYFiShares U.S. Financials ETF$6,027,606$370,664 ▲6.6%54,5090.7%ETFIYHiShares U.S. Healthcare ETF$5,756,202$221,076 ▲4.0%98,7850.7%ETFVEAVanguard FTSE Developed Markets ETF$5,415,245$92,436 ▼-1.7%113,2420.7%ETFIWDiShares Russell 1000 Value ETF$3,582,553$266,396 ▼-6.9%19,3520.4%ETFVOEVanguard Mid-Cap Value ETF$2,902,795$8,412 ▼-0.3%17,9440.4%ETFIYCiShares U.S. Consumer Discretionary ETF$2,815,941$324,184 ▲13.0%29,2900.3%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$1,975,459$5,692 ▼-0.3%21,8650.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$1,933,657$5,213 ▼-0.3%17,8040.2%ETFIYJiShares U.S. Industrials ETF$1,853,659$317,244 ▲20.6%13,8830.2%ETFSHWSherwin-Williams$1,437,9040.0%4,2300.2%Basic MaterialsIWPiShares Russell Mid-Cap Growth ETF$1,364,863$21,801 ▼-1.6%10,7680.2%ETFXLUUtilities Select Sector SPDR Fund$1,318,914$52,908 ▲4.2%17,4250.2%ETFXLREReal Estate Select Sector SPDR Fund$1,297,450$42,622 ▲3.4%31,9020.2%ETFVOVanguard Mid-Cap ETF$1,209,716$110,935 ▼-8.4%4,5800.1%ETFXLBMaterials Select Sector SPDR Fund$1,136,482$70,846 ▲6.6%13,5070.1%ETFVBVanguard Small-Cap ETF$1,091,593$102,119 ▼-8.6%4,5430.1%ETFIYKiShares U.S. Consumer Staples ETF$1,084,269$787 ▼-0.1%16,5310.1%ETFLNWLight & Wonder$877,7080.0%10,1610.1%Consumer DiscretionaryIWRiShares Russell Mid-Cap ETF$858,287$1,238 ▼-0.1%9,7090.1%ETFLLYEli Lilly and Company$844,5090.0%1,0940.1%MedicalIWMiShares Russell 2000 ETF$774,786$20,994 ▲2.8%3,5060.1%FinanceGOOGAlphabet$756,360$6,094 ▼-0.8%3,9720.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$729,6570.0%7,5300.1%FinanceTSLATesla$658,260$2,019 ▼-0.3%1,6300.1%Auto/Tires/TrucksFULTFulton Financial$540,168$540,168 ▲New Holding28,0170.1%FinanceMETAMeta Platforms$435,620$2,928 ▲0.7%7440.1%Computer and TechnologyOKEONEOK$315,3500.0%3,1410.0%Oils/EnergySPYSPDR S&P 500 ETF Trust$297,1270.0%5070.0%FinanceCORCencora$277,7050.0%1,2360.0%MedicalIJRiShares Core S&P Small-Cap ETF$274,224$3,341 ▼-1.2%2,3800.0%ETFLAM RESEARCH CORP$260,607$260,607 ▲New Holding3,6080.0%COM NEWDVYiShares Select Dividend ETF$258,7730.0%1,9710.0%ETFWDAYWorkday$256,2240.0%9930.0%Computer and TechnologyVUGVanguard Growth ETF$248,3170.0%6050.0%ETFEEMiShares MSCI Emerging Markets ETF$248,202$24,465 ▼-9.0%5,9350.0%FinanceOPKOPKO Health$16,7290.0%11,3800.0%MedicalBLKBlackRock$0$17,812,558 ▼-100.0%00.0%FinanceCVXChevron$0$402,342 ▼-100.0%00.0%Oils/EnergyLRCXLam Research$0$294,418 ▼-100.0%00.0%Computer and TechnologyUPSUnited Parcel Service$0$253,138 ▼-100.0%00.0%TransportationPGRProgressive$0$213,897 ▼-100.0%00.0%FinanceSNYSanofi$0$207,665 ▼-100.0%00.0%MedicalCIThe Cigna Group$0$201,629 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
