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:
28.22%
Gain +0.03%
Monthly
1.23%
Yearly
15.81%
Drawdown
15.25%
$177.14M
Equity
Holdings
$177.14M
Investment
$148.1M
$31.54M
Profit +$33,030.98
Realized
$2.5M
Unrealized
$29.04M
Dividends
$4.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.03%
Profit
$33,030.98
Win %
80%
This Week
Compared To Last Week
Gain
-1.35%
Profit
-$2.43M
Win %
80%
This Month
Compared to last month
Gain
-2.05%
Profit
-$3.71M
Win %
80%
This Year
Compared to last year
Gain
9.5%
Profit
$15.36M
Win %
80%
AVGO Broadcom Inc.
+2.96%
+$178,622.33 
LMT Lockheed Martin Corporation
+2.56%
+$63,974.35 
OHI Omega Healthcare Investors Inc.
+1.74%
+$11,662.84 
CAT Caterpillar Inc.
+1.65%
+$42,989 
KMI Kinder Morgan, Inc.
+1.48%
+$3,040.17 
NOC Northrop Grumman Corporation
+1.3%
+$7,481.57 
SPG Simon Property Group, Inc.
+0.99%
+$4,392.94 
NEE NextEra Energy, Inc.
+0.8%
+$6,596.51 
CVX Chevron Corporation
+0.7%
+$4,607.76 
AMLP Alerian MLP ETF
+0.6%
+$9,450.35 
PEP PepsiCo, Inc.
+0.42%
+$1,184.06 
MPLX MPLX LP
+0.39%
+$966 
KO The Coca-Cola Company
+0.23%
+$6,387.8 
XOM Exxon Mobil Corporation
+0.23%
+$9,663.12 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.15%
+$4,423.62 
GOOGL Alphabet Inc
+0.14%
+$1,553.32 
META Meta Platforms Inc Class A
+0.14%
+$2,482 
VZ Verizon Communications Inc.
+0.13%
+$1,564.22 
GOOG Alphabet Inc
+0.12%
+$6,720.84 
QQQ Invesco QQQ Trust, Series 1
+0.12%
+$7,722.12 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.12%
+$390 
QQQM Invesco NASDAQ 100 ETF
+0.1%
+$550.73 
QQA Invesco QQQ Income Advantage ETF
+0.09%
+$641.75 
IYW iShares U.S. Technology ETF
+0.09%
+$1,328.7 
ET Energy Transfer L.P.
+0.07%
+$210 
GS The Goldman Sachs Group, Inc.
+0.06%
+$1,593.49 
MCD McDonald's Corporation
+0.05%
+$1,563.16 
AMGN Amgen Inc.
-8.94%
-$285,044.28 
SYK Stryker Corporation
-7.1%
-$171,778.78 
ABBV AbbVie Inc.
-2.21%
-$108,864 
TJX The TJX Companies, Inc.
-2.18%
-$68,348.16 
ABT Abbott Laboratories
-2.12%
-$10,295.37 
NVDA NVIDIA Corporation
-1.93%
-$126,788.85 
HD The Home Depot, Inc.
-1.93%
-$40,480.82 
MA Mastercard Incorporated
-1.83%
-$4,833.6 
JNJ Johnson & Johnson
-1.82%
-$9,170 
COWZ Pacer US Cash Cows 100 ETF
-1.76%
-$58,673.76 
LLY Eli Lilly and Company
-1.73%
-$103,364.62 
V Visa Inc. Class A
-1.69%
-$57,271.26 
PFE Pfizer Inc.
-1.63%
-$10,894.95 
MOAT VanEck Morningstar Wide Moat Fund
-1.5%
-$4,008 
MSFT Microsoft Corp.
-1.4%
-$77,903.89 
FTCS First Trust Capital Strength ETF
-1.32%
-$13,611.57 
IBM International Business Machines Corporation
-1.26%
-$3,365.95 
AAPL Apple Inc.
-1.24%
-$104,838.57 
PHYS Sprott Physical Gold Trust
-1.13%
-$4,104 
SCHD Schwab U.S. Dividend Equity ETF
-1.05%
-$9,476.86 
WMT Walmart Inc.
-1.04%
-$42,094.52 
MO Altria Group, Inc.
-0.99%
-$15,357.8 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.98%
-$11,350 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.97%
-$4,381.5 
MRK Merck & Co., Inc.
-0.93%
-$2,678.87 
PG Procter & Gamble Co
-0.86%
-$3,059.69 
JPM JPMorgan Chase & Co.
-0.84%
-$46,771.75 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.82%
-$54,959.51 
CB Chubb Limited
-0.75%
-$17,229.41 
QUAL iShares MSCI USA Quality Factor ETF
-0.75%
-$49,152.6 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.72%
-$2,158 
DGRO iShares Core Dividend Growth ETF
-0.71%
-$46,497.81 
COST Costco Wholesale Corporation
-0.65%
-$31,010.62 
USMC Principal U.S. Mega-Cap ETF
-0.6%
-$3,122.48 
VIG Vanguard Dividend Appreciation ETF
-0.6%
-$2,257.65 
AMZN Amazon.com Inc
-0.56%
-$28,375.47 
WM Waste Management, Inc.
-0.48%
-$17,591.7 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.47%
-$27,671.6 
OEF iShares S&P 100 ETF
-0.39%
-$2,621.01 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.38%
-$19,606.5 
JEPI JPMorgan Equity Premium Income Fund
-0.38%
-$896.55 
VOO Vanguard S&P 500 ETF
-0.34%
-$9,077.42 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$2,816.19 
GPIX S&P 500 Core Premium Income Fund
-0.28%
-$2,369.95 
ISPY ProShares S&P High Income ETF
-0.27%
-$4,907.5 
VYM Vanguard High Dividend Yield ETF
-0.23%
-$1,369.12 
RTX RTX Corporation
-0.22%
-$4,976.4 
BRK-B Berkshire Hathaway Inc.
-0.2%
-$4,417.96 
VOX Vanguard Communication Services ETF
-0.19%
-$603.5 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.05%
-$167.76 Events
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Dividends
Dividend Analysis
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| Trades 342 | Longs Won 255/342 74% | Profit Factor 11.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $291,989.03 |
| Average Win $135,758.06 | Best Trade (Aug 07) $2.81M | Sharpe Ratio -9.89 |
| Average Loss -$35,358.88 | Worst Trade (Sep 11) -$561,958.77 | Z-Score 15.54 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 1d | Expectancy $92,228.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,000 | 4,500 | 4,000 | 3,500 | 3,000 | 2,500 | 2,000 | 1,500 | 1,000 | 500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 26,441 | $6.63M | $8.36M | - | $1.73M | 26.09% | -1.239% |
| ABBV AbbVie Inc. | 19,200 | $3.59M | $4.82M | - | $1.23M | 34.15% | -2.211% |
| ABT Abbott Laboratories | 4,486 | $507,411.84 | $475,673.01 | - | -$31,738.83 | -6.26% | -2.119% |
| AMGN Amgen Inc. | 7,292 | $2M | $2.9M | - | $901,762.3 | 45.05% | -8.94% |
| AMLP Alerian MLP ETF | 28,210 | $1.44M | $1.58M | - | $140,714.85 | 9.77% | +0.601% |
| AMZN Amazon.com Inc | 19,637 | $4.28M | $5.05M | - | $764,782.04 | 17.86% | -0.559% |
| AVGO Broadcom Inc. | 16,891 | $4.09M | $6.22M | - | $2.14M | 52.23% | +2.955% |
| BRK-B Berkshire Hathaway Inc. | 4,450 | $2.1M | $2.25M | - | $143,119.78 | 6.8% | -0.196% |
| CAT Caterpillar Inc. | 3,194 | $1.82M | $2.64M | - | $826,664.3 | 45.52% | +1.654% |
| CB Chubb Limited | 6,704 | $1.97M | $2.27M | - | $305,703.5 | 15.54% | -0.752% |
| COST Costco Wholesale Corporation | 5,193 | $4.79M | $4.72M | - | -$66,741.57 | -1.39% | -0.652% |
| COWZ Pacer US Cash Cows 100 ETF | 46,752 | $2.7M | $3.27M | - | $569,870.11 | 21.07% | -1.76% |
| CVX Chevron Corporation | 3,156 | $522,764.55 | $662,949.36 | - | $140,184.81 | 26.82% | +0.7% |
| DGRO iShares Core Dividend Growth ETF | 82,297 | $5.17M | $6.47M | - | $1.29M | 24.96% | -0.714% |
| DIVO Amplify CWP Enhanced Dividend Income ETF | 139,138 | $6.2M | $6.68M | - | $473,035.95 | 7.62% | -0.816% |
| ET Energy Transfer L.P. | 14,000 | $274,260.08 | $301,210 | - | $26,949.92 | 9.83% | +0.07% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 156,852 | $4.3M | $5.1M | - | $795,050.21 | 18.47% | -0.383% |
| FTCS First Trust Capital Strength ETF | 10,351 | $938,658.15 | $1.02M | - | $78,275.84 | 8.34% | -1.321% |
| GOOG Alphabet Inc | 16,002 | $3.12M | $5.37M | - | $2.25M | 72.31% | +0.125% |
| GOOGL Alphabet Inc | 3,305 | $716,495.3 | $1.12M | - | $403,668.32 | 56.34% | +0.139% |
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FAQ
Which stocks have generated the highest profits for Stillwater Wealth Management Group?
The largest contributions to the portfolio's profits come from the following stocks: Oracle Corporation - $1.6M, JPMorgan Nasdaq Equity Premium Income ETF - $434,106.72, Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $366,233.75, Amplify CWP Enhanced Dividend Income ETF - $271,014.78, and Broadcom Inc - $255,716.6. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Procter & Gamble Co - $141,835.9, ZIM Integrated Shipping Services Ltd - $49,158, The Home Depot, Inc - $18,494.61, iShares U.S. Technology ETF - $17,502.74, and Merck & Co., Inc - $16,110.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stillwater Wealth Management Group's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.63M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $431,365.9, Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $351,194.02, Amplify CWP Enhanced Dividend Income ETF - $271,014.78, Fidelity S&P 500 Dividend Aristocrats ETF - $255,913.06, and AbbVie Inc - $207,485.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stillwater Wealth Management Group's monthly returns?
Stillwater Wealth Management Group's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Stillwater Wealth Management Group's strategy be considered aggressive or moderate?
Stillwater Wealth Management Group's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Stillwater Wealth Management Group's strategy?
Stillwater Wealth Management Group's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
