Stillwater Wealth Management Group Portfolio
Invests via Stillwater Wealth Management Group | Managed by Tyler Steven Wright, Richard Robert Blumenfeld
Invests via Stillwater Wealth Management Group
Managed by Tyler Steven Wright, Richard Robert Blumenfeld
Automatically Tracked
Company Profile
Boutique registered investment adviser offering tailored wealth planning, investment management and retirement solutions for affluent families and business owners. Stillwater Wealth Management Group combines fiduciary financial planning, discretionary portfolio management and tax-aware asset allocation with a focus on multi-generational wealth preservation and cash flow modeling. Typical capital focus includes taxable and tax-advantaged accounts, concentrated-stock strategies and liability-driven planning for clients and small institutions.
Boutique registered investment adviser offering tailored wealth planning, investment management and retirement solutions for affluent families and business owners. Stillwater Wealth Management Group combines fiduciary financial planning, discretionary portfolio management and tax-aware asset allocation with a focus on multi-generational wealth preservation and cash flow modeling. Typical capital focus includes taxable and tax-advantaged accounts, concentrated-stock strategies and liability-driven planning for clients and small institutions.
Investment Philosophy & Strategy
Adopts a fiduciary, client-centric wealth management philosophy that emphasizes tax‑aware, liability‑driven capital allocation for affluent families and business owners. Uses discretionary portfolios and cash‑flow modeling to prioritize multi‑generational preservation and predictable income, blending concentrated‑stock management, diversified sleeves across taxable and tax‑advantaged accounts, and active rebalancing to control downside risk. Pursues a pragmatic growth/value blend, prioritizing tax efficiency, estate continuity, customized risk budgets and long-term horizon outcomes.
Adopts a fiduciary, client-centric wealth management philosophy that emphasizes tax‑aware, liability‑driven capital allocation for affluent families and business owners. Uses discretionary portfolios and cash‑flow modeling to prioritize multi‑generational preservation and predictable income, blending concentrated‑stock management, diversified sleeves across taxable and tax‑advantaged accounts, and active rebalancing to control downside risk. Pursues a pragmatic growth/value blend, prioritizing tax efficiency, estate continuity, customized risk budgets and long-term horizon outcomes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
2.2%
Gain
Monthly
0.12%
Yearly
1.42%
Drawdown
20%
$177.43M
Equity
Holdings
$177.43M
Investment
$148.1M
$31.78M
Profit -$588,338.35
Realized
$2.45M
Unrealized
$29.33M
Dividends
$4.27M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$588,338.35
Win %
83%
This Week
Compared To Last Week
Gain
0.76%
Profit
$1.33M
Win %
83%
This Month
Compared to last month
Gain
1.8%
Profit
$3.13M
Win %
83%
This Year
Compared to last year
Gain
9.68%
Profit
$15.65M
Win %
82%
NOC Northrop Grumman Corporation
+2.45%
+$14,251.98 
CB Chubb Limited
+2.43%
+$55,978.4 
ABT Abbott Laboratories
+1.93%
+$8,568.26 
MO Altria Group, Inc.
+1.86%
+$30,715.6 
JNJ Johnson & Johnson
+1.64%
+$7,537.74 
CAT Caterpillar Inc.
+1.58%
+$44,332.72 
RTX RTX Corporation
+1.53%
+$33,590.7 
ABBV AbbVie Inc.
+1.51%
+$73,728 
XOM Exxon Mobil Corporation
+1.36%
+$53,146.89 
LMT Lockheed Martin Corporation
+1.29%
+$31,558.8 
MRK Merck & Co., Inc.
+1.19%
+$2,927.52 
CVX Chevron Corporation
+1.17%
+$6,785.4 
PHYS Sprott Physical Gold Trust
+1.07%
+$3,456 
LLY Eli Lilly and Company
+0.95%
+$57,494.12 
ET Energy Transfer L.P.
+0.84%
+$2,380 
VZ Verizon Communications Inc.
+0.81%
+$8,543.08 
JPM JPMorgan Chase & Co.
+0.62%
+$33,115.11 
OHI Omega Healthcare Investors Inc.
+0.52%
+$3,766.88 
BRK-B Berkshire Hathaway Inc.
+0.51%
+$11,258.5 
TJX The TJX Companies, Inc.
+0.42%
+$15,425.8 
NEE NextEra Energy, Inc.
+0.4%
+$3,544.92 
AMLP Alerian MLP ETF
+0.38%
+$5,783.05 
SPG Simon Property Group, Inc.
+0.37%
+$1,774.08 
WMT Walmart Inc.
+0.18%
+$7,951.65 
PFE Pfizer Inc.
+0.14%
+$820.05 
VYM Vanguard High Dividend Yield ETF
+0.13%
+$784.97 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.06%
+$211.38 
PG Procter & Gamble Co
+0.06%
+$207.23 
MPLX MPLX LP
+0.05%
+$126 
SCHD Schwab U.S. Dividend Equity ETF
+0.04%
+$389.46 
DGRO iShares Core Dividend Growth ETF
+0.01%
+$411.49 
META Meta Platforms Inc Class A
-4.76%
-$92,403.4 
IBM International Business Machines Corporation
-3.33%
-$8,329.3 
SYK Stryker Corporation
-3.08%
-$81,377.34 
KO The Coca-Cola Company
-2.51%
-$68,189.76 
MSFT Microsoft Corp.
-2.11%
-$94,366.37 
VOX Vanguard Communication Services ETF
-2.09%
-$6,817 
GOOG Alphabet Inc
-1.95%
-$110,093.76 
GOOGL Alphabet Inc
-1.92%
-$22,540.13 
V Visa Inc. Class A
-1.8%
-$59,389.08 
MA Mastercard Incorporated
-1.64%
-$4,119.96 
GS The Goldman Sachs Group, Inc.
-1.41%
-$40,056.86 
NVDA NVIDIA Corporation
-1.09%
-$64,317.11 
IYW iShares U.S. Technology ETF
-1.04%
-$15,573.6 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.89%
-$2,717 
QQQM Invesco NASDAQ 100 ETF
-0.88%
-$4,576.38 
QUAL iShares MSCI USA Quality Factor ETF
-0.88%
-$57,739.5 
PEP PepsiCo, Inc.
-0.88%
-$2,489.52 
QQQ Invesco QQQ Trust, Series 1
-0.88%
-$54,942.44 
MOAT VanEck Morningstar Wide Moat Fund
-0.8%
-$2,064 
HD The Home Depot, Inc.
-0.79%
-$18,031.54 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.77%
-$2,610 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.72%
-$20,912.55 
QQA Invesco QQQ Income Advantage ETF
-0.7%
-$5,005.65 
OEF iShares S&P 100 ETF
-0.65%
-$4,288.11 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.59%
-$33,960.6 
AMGN Amgen Inc.
-0.58%
-$15,750.57 
COST Costco Wholesale Corporation
-0.55%
-$27,159.39 
MCD McDonald's Corporation
-0.54%
-$17,155.56 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.52%
-$2,317.72 
AVGO Broadcom Inc.
-0.52%
-$32,768.37 
VOO Vanguard S&P 500 ETF
-0.51%
-$13,289.58 
SPY SPDR S&P 500 ETF Trust
-0.49%
-$3,954.55 
AMZN Amazon.com Inc
-0.48%
-$23,564.4 
FTCS First Trust Capital Strength ETF
-0.47%
-$4,761.46 
WM Waste Management, Inc.
-0.46%
-$18,764.48 
ISPY ProShares S&P High Income ETF
-0.41%
-$7,361.25 
GPIX S&P 500 Core Premium Income Fund
-0.38%
-$3,210.9 
USMC Principal U.S. Mega-Cap ETF
-0.36%
-$1,832.76 
AAPL Apple Inc.
-0.31%
-$26,970.08 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.26%
-$16,682.65 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.23%
-$2,724 
COWZ Pacer US Cash Cows 100 ETF
-0.22%
-$6,779.04 
JEPI JPMorgan Equity Premium Income Fund
-0.22%
-$521.25 
KMI Kinder Morgan, Inc.
-0.21%
-$457.66 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.13%
-$6,477.99 
VIG Vanguard Dividend Appreciation ETF
-0.1%
-$365.89 Events
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Dividends
Dividend Analysis
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| Trades 342 | Longs Won 258/342 75% | Profit Factor 15.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $292,606.76 |
| Average Win $131,880.26 | Best Trade (Jul 10) $2.52M | Sharpe Ratio -13.29 |
| Average Loss -$26,761.89 | Worst Trade (Jul 10) -$365,454.52 | Z-Score 18.25 (100%) |
| Commissions $0 | Avg. Trade Length 10m | Expectancy $92,915.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,623 | 5,960 | 5,298 | 4,636 | 3,974 | 3,311 | 2,649 | 1,987 | 1,325 | 662 |
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Returns
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