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| Happy Holidays!! thanks for using AUM13F!! |
| Stillwater Capital Advisors LLC
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| CRD # | 149946 |
| SEC # | 801-70060 |
| CIK # | 0001482970 |
| AUM | $1.1 B (2025-06-11) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 610-848-6760 |
| Address | 80 W Lancaster Ave Suite 230 Devon, PA 19333 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 60.0 | ||
| Microsoft Corp | 55.9 | ||
| Nvidia Corp | 54.5 | ||
| Apple Inc | 50.4 | ||
| J P Morgan Chase & Co | 32.0 | ||
| Alphabet Inc | 27.7 | ||
| Constellation Energy Corp | 27.1 | ||
| United Technologies Corp /DE/ | 26.1 | ||
| Wal Mart Stores Inc | 24.2 | ||
| Amazon Com Inc | 23.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 311 | 89.4 |
| (b) Individuals (high net worth individuals) | 236 | 1,020.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.7 |
| (h) Charitable organizations | 11 | 36.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,085 | 1,149.2 |
| By Discretionary | ||
| Discretionary | 2,030 | 1,084.7 |
| Non-Discretionary | 55 | 64.5 |
| Total | 2,085 | 1,149.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.3 | |
| United States Persons | 1,142.0 | |
| Total | 2,085 | 1,149.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001482970] |
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1.1 | |
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