Stillwater Capital Advisors, LLC Top Holdings and 13F Report (2025) About Stillwater Capital Advisors, LLCInvestment ActivityStillwater Capital Advisors, LLC has $716.66 million in total holdings as of March 31, 2025.Stillwater Capital Advisors, LLC owns shares of 69 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 0.99% of the portfolio was purchased this quarter.About 6.17% of the portfolio was sold this quarter.This quarter, Stillwater Capital Advisors, LLC has purchased 69 new stocks and bought additional shares in 25 stocks.Stillwater Capital Advisors, LLC sold shares of 31 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $54,735,780NVIDIA $52,709,349Broadcom $46,829,844Microsoft $42,660,413Technology Select Sector SPDR Fund $33,602,084 Largest New Holdings this Quarter 369550108 - General Dynamics $255,365 Holding743315103 - Progressive $233,669 Holding Largest Purchases this Quarter Financial Select Sector SPDR Fund 40,254 shares (about $2.01M)SPDR S&P 600 Small Cap Growth ETF 9,535 shares (about $791.41K)iShares U.S. Financials ETF 6,168 shares (about $696.06K)Vanguard High Dividend Yield ETF 4,623 shares (about $596.18K)Technology Select Sector SPDR Fund 2,303 shares (about $475.52K) Largest Sales this Quarter UnitedHealth Group 34,292 shares (about $17.96M)Health Care Select Sector SPDR Fund 21,460 shares (about $3.13M)NVIDIA 15,925 shares (about $1.73M)Broadcom 8,750 shares (about $1.47M)Apple 5,277 shares (about $1.17M) 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 PortfolioSectorAAPLApple$54,735,780$1,172,181 ▼-2.1%246,4137.6%Computer and TechnologyNVDANVIDIA$52,709,349$1,725,953 ▼-3.2%486,3387.4%Computer and TechnologyAVGOBroadcom$46,829,844$1,465,013 ▼-3.0%279,6986.5%Computer and TechnologyMSFTMicrosoft$42,660,413$649,049 ▼-1.5%113,6436.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$33,602,084$475,523 ▲1.4%162,7384.7%ETFJPMJPMorgan Chase & Co.$27,211,699$362,554 ▼-1.3%110,9323.8%FinanceTMUST-Mobile US$25,135,506$268,043 ▼-1.1%94,2433.5%Computer and TechnologyGOOGLAlphabet$24,365,463$62,475 ▲0.3%157,5623.4%Computer and TechnologyRTXRTX$23,780,970$269,027 ▼-1.1%179,5333.3%AerospaceWMTWalmart$21,925,889$342,820 ▼-1.5%249,7543.1%Retail/WholesaleVVisa$21,369,969$125,815 ▼-0.6%60,9773.0%Business ServicesAMZNAmazon.com$20,541,326$183,410 ▼-0.9%107,9652.9%Retail/WholesaleABBVAbbVie$18,984,051$43,790 ▼-0.2%90,6072.6%MedicalHDHome Depot$18,469,772$147,330 ▼-0.8%50,3962.6%Retail/WholesaleMARMarriott International$18,171,989$104,093 ▲0.6%76,2892.5%Consumer DiscretionaryBLACKROCK INC$17,840,368$140,080 ▼-0.8%18,8492.5%COMXOMExxon Mobil$17,533,694$60,297 ▲0.3%147,4292.4%EnergyCEGConstellation Energy$16,954,534$177,838 ▼-1.0%84,0872.4%EnergyXLFFinancial Select Sector SPDR Fund$16,931,062$2,005,051 ▲13.4%339,9132.4%ETFMRKMerck & Co., Inc.$16,285,397$50,625 ▼-0.3%181,4332.3%MedicalIYWiShares U.S. Technology ETF$15,732,089$319,782 ▲2.1%112,0202.2%ManufacturingIWFiShares Russell 1000 Growth ETF$14,761,754$152,380 ▼-1.0%40,8812.1%ETFCATCaterpillar$13,730,688$104,877 ▲0.8%41,6331.9%IndustrialsMDLZMondelez International$13,277,207$152,323 ▲1.2%195,6851.9%Consumer StaplesXLCCommunication Services Select Sector SPDR Fund$13,254,806$7,427 ▼-0.1%137,4271.8%ETFXLYConsumer Discretionary Select Sector SPDR Fund$12,745,030$150,267 ▲1.2%64,5451.8%FinanceXLVHealth Care Select Sector SPDR Fund$11,757,635$3,133,384 ▼-21.0%80,5261.6%ETFXLIIndustrial Select Sector SPDR Fund$10,203,191$111,934 ▲1.1%77,8451.4%ETFXLPConsumer Staples Select Sector SPDR Fund$9,079,496$38,385 ▲0.4%111,1731.3%ETFVYMVanguard High Dividend Yield ETF$7,878,363$596,177 ▲8.2%61,0921.1%ETFXLEEnergy Select Sector SPDR Fund$7,093,195$56,630 ▼-0.8%75,9041.0%ETFIYFiShares U.S. Financials ETF$6,847,400$696,059 ▲11.3%60,6771.0%ETFVEAVanguard FTSE Developed Markets ETF$6,083,512$327,397 ▲5.7%119,6830.8%ETFIYHiShares U.S. Healthcare ETF$5,041,327$973,692 ▼-16.2%82,7940.7%ETFIWDiShares Russell 1000 Value ETF$3,858,958$217,700 ▲6.0%20,5090.5%ETFVOEVanguard Mid-Cap Value ETF$2,904,934$24,241 ▲0.8%18,0950.4%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$2,606,204$791,406 ▲43.6%31,4000.4%ETFIYCiShares U.S. Consumer Discretionary ETF$2,448,988$138,052 ▼-5.3%27,7270.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$1,754,236$18,716 ▲1.1%17,9960.2%ETFIYJiShares U.S. Industrials ETF$1,575,178$232,111 ▼-12.8%12,1000.2%ETFXLUUtilities Select Sector SPDR Fund$1,357,879$16,085 ▼-1.2%17,2210.2%ETFXLREReal Estate Select Sector SPDR Fund$1,332,271$2,846 ▼-0.2%31,8340.2%ETFSHWSherwin-Williams$1,267,560$209,514 ▼-14.2%3,6300.2%Basic MaterialsVOVanguard Mid-Cap ETF$1,190,428$5,948 ▲0.5%4,6030.2%ETFIYKiShares U.S. Consumer Staples ETF$1,167,021$16,103 ▼-1.4%16,3060.2%ETFXLBMaterials Select Sector SPDR Fund$1,115,284$46,087 ▼-4.0%12,9710.2%ETFVBVanguard Small-Cap ETF$1,104,537$97,127 ▲9.6%4,9810.2%ETFLLYEli Lilly and Company$1,074,699$170,994 ▲18.9%1,3010.1%MedicalIWRiShares Russell Mid-Cap ETF$869,596$43,641 ▲5.3%10,2220.1%ETFIWMiShares Russell 2000 ETF$755,958$56,462 ▲8.1%3,7890.1%FinanceAGGiShares Core U.S. Aggregate Bond ETF$744,8680.0%7,5300.1%FinanceLNWLight & Wonder$689,849$190,196 ▼-21.6%7,9650.1%Consumer DiscretionaryGOOGAlphabet$523,159$97,321 ▼-15.7%3,3490.1%Computer and TechnologyUNHUnitedHealth Group$510,657$17,960,461 ▼-97.2%9750.1%MedicalFULTFulton Financial$506,8280.0%28,0170.1%FinanceTSLATesla$428,910$6,479 ▲1.5%1,6550.1%Auto/Tires/TrucksMETAMeta Platforms$428,8120.0%7440.1%Computer and TechnologyCORCencora$343,7200.0%1,2360.0%MedicalOKEONEOK$311,6440.0%3,1410.0%EnergySPYSPDR S&P 500 ETF Trust$285,911$2,238 ▲0.8%5110.0%FinanceDVYiShares Select Dividend ETF$264,6860.0%1,9710.0%ETFLAM RESEARCH CORP$262,3260.0%3,6080.0%COM NEWGDGeneral Dynamics$255,365$255,365 ▲New Holding9370.0%AerospaceIJRiShares Core S&P Small-Cap ETF$248,8770.0%2,3800.0%ETFEEMiShares MSCI Emerging Markets ETF$236,767$22,593 ▼-8.7%5,4180.0%FinancePGRProgressive$233,669$233,669 ▲New Holding8260.0%FinanceWDAYWorkday$231,8960.0%9930.0%Computer and TechnologyVUGVanguard Growth ETF$224,3470.0%6050.0%ETFOPKOPKO Health$18,8910.0%11,3800.0%MedicalKOCoca-Cola$0$12,507,860 ▼-100.0%00.0%Consumer StaplesIWPiShares Russell Mid-Cap Growth ETF$0$1,364,863 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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