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Home > Institutional Investor > Stillwater Wealth Management Group > Profile

Instuitional Investor - Stillwater Wealth Management Group

Fund Profile
Filing Period:
Fund Name: Stillwater Wealth Management Group
Portfolio Value $115,484,770
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 25,261 $5,611,125 4.86%
2.
Costco Wholesale Corp W
 COST 4,439 $4,198,274 3.64%
3.
Ishares Tr
 67,580 $4,175,101 3.62%
4.
Berkshire Hathaway Inc
 BRK.A 7,213 $3,841,500 3.33%
5.
Microsoft Corp
 MSFT 10,215 $3,834,555 3.32%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)