|
⚲
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| Stillwater Capital Advisors LLC
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| |
|---|---|
| CRD # | 149946 |
| SEC # | 801-70060 |
| CIK # | 0001482970 |
| AUM | $980.8 MM (2024-03-14) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 610-848-6760 |
| Address | 80 W Lancaster Ave Suite 230 Devon, PA 19333 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 65.0 | |
| AAPL | 2,382,844.0 | 53.5 | |
| MSFT | 1,918,222.4 | 52.3 | |
| AVGO | 201,282.9 | 47.5 | |
| GOOGL | 1,475,138.5 | 28.7 | |
| JPM | 340,169.2 | 23.0 | |
| MRK | 232,371.9 | 22.6 | |
| AMZN | 1,092,997.8 | 20.9 | |
| MAR | 45,393.0 | 18.3 | |
| RTX | 139,471.0 | 18.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 284 | 72.6 |
| (b) Individuals (high net worth individuals) | 229 | 873.1 |
| (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 | 2.2 |
| (h) Charitable organizations | 10 | 32.1 |
| (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 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,901 | 980.8 |
| By Discretionary | ||
| Discretionary | 1,832 | 916.6 |
| Non-Discretionary | 69 | 64.2 |
| Total | 1,901 | 980.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.6 | |
| United States Persons | 974.2 | |
| Total | 1,901 | 980.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001482970] |
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|---|---|---|
|
Longview Wealth Management Inc
✚
|
GA | 1.0 |
|
ORG Partners LLC
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IN | 1.0 |
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CA | 1.0 |
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MO | 1.0 |
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FL | 1.0 |
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Spectrum Wealth Counsel LLC
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IN | 1.0 |
|
Shepherd Financial Partners LLC
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MA | 1.0 |
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Cascade Financial Partners LLC
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CA | 1.0 |