Top 50 Stillwater Wealth Management Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.15% | 26.4K | $6.7M | +0.77%(+203) | $232.67(+32.65%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 3.86% | 139.1K | $6.2M | +19.27%(+22.48K) | $44.02(+5.48%) | 2026-03-31 | |
| DGRO | ISHARES TR | 3.57% | 82.3K | $5.8M | +10.63%(+7.91K) | $63.14(+22.37%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.51% | 29.6K | $5.7M | +15.38%(+3.95K) | $189.72(+15.14%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.23% | 16.9K | $5.2M | +7.68%(+1.21K) | $215.68(+67.13%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.2% | 5.2K | $5.2M | +5.59%(+275) | $910.39(+4.53%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.17% | 8.9K | $5.1M | +11.90%(+944) | $529.65(+34.54%) | 2026-03-31 | |
| QDPL | PACER FDS TR | 3.12% | 125.8K | $5.0M | -6.40%(-8.60K) | $39.26(+15.54%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.07% | 28.5K | $5.0M | +5.75%(+1.55K) | $136.79(+42.44%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.95% | 5.2K | $4.8M | +1.92%(+98) | $816.78(+48.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -6.04% | -17.04% |
| Top 20 Holdings Unweighted | -3.69% | -10.66% |
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