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:
33.2%
Gain -0.32%
Monthly
1.33%
Yearly
17.18%
Drawdown
15.25%
$182.3M
Equity
Holdings
$182.3M
Investment
$148.1M
$36.71M
Profit -$501,052.2
Realized
$2.5M
Unrealized
$34.2M
Dividends
$5.05M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.32%
Profit
-$501,052.2
Win %
88%
This Week
Compared To Last Week
Gain
0.43%
Profit
$779,481.29
Win %
88%
This Month
Compared to last month
Gain
3.54%
Profit
$6.24M
Win %
88%
This Year
Compared to last year
Gain
12.69%
Profit
$20.53M
Win %
87%
LMT Lockheed Martin Corporation
+6.18%
+$162,220.8 
PG The Procter & Gamble Company
+6.07%
+$23,209.76 
NEE NextEra Energy Inc.
+4.61%
+$35,547.67 
JNJ Johnson & Johnson
+4.23%
+$20,008.94 
WM Waste Management Inc.
+4.06%
+$156,063.51 
HD The Home Depot, Inc.
+3.69%
+$75,921.93 
OHI Omega Healthcare Investors Inc.
+3.52%
+$22,673.72 
VZ Verizon Communications Inc.
+3.26%
+$34,172.3 
PEP PepsiCo, Inc.
+2.88%
+$7,853.12 
LLY Eli Lilly and Company
+2.82%
+$186,051.49 
NOC Northrop Grumman Corporation
+2.82%
+$17,012.8 
MO Altria Group, Inc.
+2.8%
+$46,638.03 
SPG Simon Property Group Inc.
+2.77%
+$12,017.28 
CB Chubb Limited
+2.64%
+$62,750.11 
SYK Stryker Corp.
+2.63%
+$62,530.3 
KO The Coca-Cola Company
+2.42%
+$71,703.05 
WMT Walmart Inc.
+2.33%
+$103,750.1 
AMGN Amgen Inc. Common Stock
+2.29%
+$73,300.64 
MCD McDonald's Corporation
+2.25%
+$64,031.87 
SCHD Schwab U.S. Dividend Equity ETF
+1.88%
+$16,879.2 
ABT Abbott Laboratories
+1.68%
+$7,581.34 
FTCS First Trust Capital Strength ETF
+1.66%
+$17,182.66 
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF
+1.64%
+$18,727.5 
COST Costco Wholesale Corp
+1.51%
+$78,518.16 
PFE Pfizer Inc.
+1.37%
+$9,606.3 
MA Mastercard Inc. Class A Common Stock
+1.2%
+$3,397.2 
V Visa Inc. Class A
+1.15%
+$42,357.39 
MOAT VanEck Morningstar Wide Moat ETF
+1.06%
+$2,844 
RTX RTX Corporation
+1.04%
+$22,620 
TJX The TJX Companies, Inc.
+1.02%
+$35,242.02 
VFH Vanguard Financials Index Fund ETF Shares
+0.98%
+$4,254.5 
DGRO iShares Core Dividend Growth ETF
+0.92%
+$60,010.97 
COWZ Pacer US Cash Cows 100 ETF
+0.8%
+$26,414.88 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.66%
+$2,404.56 
AAPL Apple Inc.
+0.65%
+$59,492.51 
VYM Vanguard High Dividend Yield ETF
+0.47%
+$2,774.76 
VIG Vanguard Dividend Appreciation ETF
+0.35%
+$1,339.02 
META Meta Platforms Inc Class A
-8%
-$162,979.86 
CAT Caterpillar Inc.
-5.33%
-$126,083.15 
AMZN Amazon.com Inc
-4.91%
-$253,120.93 
NVDA NVIDIA Corporation
-4.32%
-$273,668.59 
AVGO Broadcom Inc.
-4.02%
-$229,548.52 
GOOGL Alphabet Inc
-3.34%
-$36,949.93 
GOOG Alphabet Inc
-3.32%
-$175,861.98 
IYW iShares U.S. Technology ETF
-3.26%
-$51,819.3 
QQQM Invesco NASDAQ 100 ETF
-3%
-$15,966.6 
QQQ Invesco QQQ Trust, Series 1
-2.97%
-$191,366.56 
QQA Invesco QQQ Income Advantage ETF
-2.78%
-$19,894.25 
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF
-2.77%
-$9,430.2 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-2.65%
-$78,242.46 
VOX Vanguard Communication Services ETF
-2.63%
-$8,381 
PHYS Sprott Physical Gold Trust
-2.48%
-$8,370 
MSFT Microsoft Corporation Common Stock
-2.03%
-$120,650.52 
USMC Principal U.S. Mega-Cap ETF
-1.96%
-$10,249.88 
GS The Goldman Sachs Group, Inc.
-1.92%
-$45,031.5 
OEF iShares S&P 100 ETF
-1.67%
-$11,429.03 
VOO Vanguard S&P 500 ETF
-1.43%
-$38,158.2 
SPY State Street SPDR S&P 500 ETF Trust
-1.41%
-$11,782.68 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-1.39%
-$81,128.1 
ISPY ProShares S&P 500 High Income ETF
-1.38%
-$25,103.75 
GPIX Goldman Sachs S&P 500 Premium Income ETF
-1.22%
-$10,473.65 
BRK-B Berkshire Hathaway Inc.
-1.17%
-$27,968.25 
MRK Merck & Co., Inc.
-0.93%
-$2,686.77 
QUAL iShares MSCI USA Quality Factor ETF
-0.88%
-$58,627.8 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-0.76%
-$2,275 
MPLX MPLX LP
-0.7%
-$1,722 
IBM International Business Machines Corporation
-0.53%
-$1,506.12 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.51%
-$34,088.81 
JEPI JPMorgan Equity Premium Income ETF
-0.36%
-$854.85 
AMLP Alerian MLP ETF
-0.34%
-$5,077.8 
KMI Kinder Morgan Inc.
-0.34%
-$751.87 
ET Energy Transfer LP
-0.25%
-$700 
XOM ExxonMobil Holdings Corporation
-0.17%
-$8,052.6 
ABBV AbbVie Inc.
-0.14%
-$7,584 
CVX Chevron Corporation
-0.07%
-$536.52 
FNDX Schwab Fundamental U.S. Large Company ETF
-0.03%
-$1,568.52 
JPM JPMorgan Chase & Co.
-0.01%
-$464.86 Events
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Dividends
Dividend Analysis
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| Trades 342 | Longs Won 272/342 79% | Profit Factor 16.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $316,101.07 |
| Average Win $143,547.77 | Best Trade (Oct 22) $2.41M | Sharpe Ratio -13.23 |
| Average Loss -$33,410.47 | Worst Trade (Oct 14) -$504,987.57 | Z-Score 23.02 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1d | Expectancy $107,328.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,464 | 4,918 | 4,372 | 3,825 | 3,279 | 2,732 | 2,186 | 1,639 | 1,093 | 546 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 26,441 | $6.63M | $9.15M | - | $2.53M | 38.15% | +0.654% |
| ABBV AbbVie Inc. | 19,200 | $3.59M | $5.46M | - | $1.87M | 52.13% | -0.139% |
| ABT Abbott Laboratories | 4,486 | $507,411.84 | $458,469.2 | - | -$48,942.64 | -9.65% | +1.681% |
| AMGN Amgen Inc. Common Stock | 7,292 | $2M | $3.27M | - | $1.27M | 63.36% | +2.293% |
| AMLP Alerian MLP ETF | 28,210 | $1.44M | $1.48M | - | $39,582 | 2.75% | -0.342% |
| AMZN Amazon.com Inc | 19,637 | $4.28M | $4.9M | - | $615,835.4 | 14.38% | -4.913% |
| AVGO Broadcom Inc. | 16,891 | $4.09M | $5.48M | - | $1.39M | 33.95% | -4.023% |
| BRK-B Berkshire Hathaway Inc. | 4,450 | $2.1M | $2.37M | - | $266,241.49 | 12.65% | -1.166% |
| CAT Caterpillar Inc. | 3,194 | $1.82M | $2.24M | - | $422,098.53 | 23.24% | -5.333% |
| CB Chubb Limited | 6,704 | $1.97M | $2.44M | - | $475,248.4 | 24.16% | +2.637% |
| COST Costco Wholesale Corp | 5,193 | $4.79M | $5.26M | - | $471,573.12 | 9.84% | +1.515% |
| COWZ Pacer US Cash Cows 100 ETF | 46,752 | $2.7M | $3.34M | - | $635,322.91 | 23.49% | +0.797% |
| CVX Chevron Corporation | 3,156 | $522,764.55 | $715,181.16 | - | $192,416.61 | 36.81% | -0.075% |
| DGRO iShares Core Dividend Growth ETF | 82,297 | $5.17M | $6.59M | - | $1.42M | 27.4% | +0.919% |
| DIVO Amplify CWP Enhanced Dividend Income ETF | 139,138 | $6.2M | $6.67M | - | $463,296.29 | 7.47% | -0.509% |
| ET Energy Transfer LP | 14,000 | $274,260.08 | $281,120 | - | $6,859.92 | 2.5% | -0.248% |
| FNDX Schwab Fundamental U.S. Large Company ETF | 156,852 | $4.3M | $5.13M | - | $824,067.83 | 19.14% | -0.031% |
| FTCS First Trust Capital Strength ETF | 10,351 | $938,658.15 | $1.05M | - | $114,970.14 | 12.25% | +1.658% |
| GOOG Alphabet Inc | 16,002 | $3.12M | $5.12M | - | $2M | 64.21% | -3.321% |
| GOOGL Alphabet Inc | 3,305 | $716,495.3 | $1.07M | - | $352,936.6 | 49.26% | -3.34% |
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Option values are updated at end of day.
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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 - $467,692.28, Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $389,930.7, Amplify CWP Enhanced Dividend Income ETF - $297,200.55, and Broadcom Inc - $266,695.75. 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: The Procter & Gamble Company - $141,835.9, ZIM Integrated Shipping Services Ltd - $49,158, iShares U.S. Technology ETF - $17,199.1, Merck & Co., Inc - $14,473.83, and Pacer US Large Cap Cash Cows Growth Leaders ETF - $6,298.08. 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 $5.05M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $464,951.46, Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $374,890.97, Amplify CWP Enhanced Dividend Income ETF - $297,200.55, FT Vest S&P 500 Dividend Aristocrats Target Income ETF - $263,737.75, 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.
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