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| Happy Holidays!! thanks for using AUM13F!! |
| Stillwater Wealth Management Group LLC
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| CRD # | 309796 |
| SEC # | 801-127481 |
| CIK # | 0002063941 |
| AUM | $162.9 M (2025-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 561-214-4125 |
| Address | 790 Juno Ocean Walk Suite 202C Juno Beach, FL 33408 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002063941 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.6 | ||
| Costco Wholesale Corp /NEW | 4.2 | ||
| Microsoft Corp | 3.8 | ||
| J P Morgan Chase & Co | 3.4 | ||
| AbbVie Inc | 3.4 | ||
| Exxon Mobil Corp | 3.4 | ||
| Waste Management Inc | 3.3 | ||
| Amazon Com Inc | 3.3 | ||
| VISA Inc | 3.2 | ||
| Lilly Eli & Co | 3.1 | ||
| McDonalds Corp | 3.0 | ||
| Wal Mart Stores Inc | 3.0 | ||
| Amgen Inc | 3.0 | ||
| Broadcom Inc | 2.8 | ||
| Home Depot Inc | 2.8 | ||
| Procter & Gamble Co | 2.7 | ||
| Lockheed Martin Corp | 2.6 | ||
| Stryker Corp | 2.5 | ||
| Nvidia Corp | 2.5 | ||
| Alphabet Inc | 2.3 | ||
| Coca Cola Co | 2.2 | ||
| TJX Companies Inc /DE/ | 2.2 | ||
| Ace Ltd | 2.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 134 | 40.0 |
| (b) Individuals (high net worth individuals) | 43 | 106.5 |
| (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 | 0.5 |
| (h) Charitable organizations | 0 | 3.3 |
| (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 | 13 | 12.5 |
| (n) Other | 0 | 0.0 |
| Total | 379 | 162.9 |
| By Discretionary | ||
| Discretionary | 377 | 162.4 |
| Non-Discretionary | 2 | 0.5 |
| Total | 379 | 162.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.9 | |
| Total | 379 | 162.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002063941] |
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|---|---|---|
|
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Four Tree Island Advisory LLC
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0.2 | |
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REI Wealth Management LLC
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Independence Wealth Advisors LLC
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Bucket List Wealth Management LLC
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FL | 0.2 |
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Harvest Investment Advisors LLC
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0.2 | |
|
3rd Creek Investments Inc
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0.2 | |
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Cascade Wealth Advisors Inc
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WA | 0.2 |