Stillwater Capital Advisors, LLC
Stillwater Capital Advisors, LLC is an SEC-registered investment adviser headquartered in Devon, Pennsylvania. Founded in 2011, the firm focuses on serving high net worth individuals as well as other individual clients and charitable organizations. The firm reported 6 employees and is dedicated to investment advisory services across diverse sectors, operating primarily in the United States.
Investment Strategy
Stillwater Capital Advisors primarily provides discretionary investment management services for high net worth individuals and other clients. Their strategy centers on building diversified portfolios using equities, fixed income, and ETFs, with emphasis on both growth and value-oriented positions tailored to individual client needs. Portfolio holdings show concentration in large-cap technology leaders (such as NVDA, AAPL, MSFT) and regular sector balancing. The firm actively manages client accounts, frequently implementing tactical allocations in response to market changes, with risk management as a core principle.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 7.96% | $70.7M | 214,401 | $30.79 | $329.91 | +$10.7M |
N NVDA | NVIDIA CORPORATION | 7.15% | $63.5M | 340,520 | $27.31 | $186.58 | +$9.0M |
A AAPL | APPLE INC | 6.97% | $61.9M | 243,081 | $18.47 | $254.63 | +$11.4M |
M MSFT | MICROSOFT CORP | 6.49% | $57.6M | 111,214 | $65.37 | $517.95 | +$1.7M |
X XLK | SELECT SECTOR SPDR TR | 5.18% | $46.0M | 163,238 | $111.34 | $281.86 | +$4.6M |