Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: STILLWATER CAPITAL ADVISORS, LLC
  City: WAYNE
  State: PA
  Zip: 19312
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $675,225,000
  Total Value Change : $51,599,000
  Securities Held Change : 0
   
All Securities Held : 69
  New Positions : 1
  Closed Positions : 2
  Increased Positions : 16
  Unchanged Positions : 12
  Decreased Positions : 40

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 16     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 14 - $117.91 $17,176,000 147,766 2.54% 2,459,000 567 0.003    Integrated Oil & Gas
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 15 - $161.28 $16,654,000 91,454 2.47% 2,494,000 78 0.005    Drug Manufacturers - ...
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 18 - $163.35 $15,763,000 96,577 2.33% 307,000 177 0.008    Wireless Communications
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 19 - $60.24 $15,500,000 257,607 2.3% 1,984,000 171,873 0.009    Discount, Variety Stores
   (CAT)1 Year Chart         CAT Caterpillar Inc 20 - $356.68 $15,044,000 41,057 2.23% 2,957,000 177 0.008    Farm & Construction M...
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 23 - $71.76 $13,554,000 193,624 2.01% -452,000 257 0.014    Food - Major Diversified
   (XLC)1 Year Chart         XLC Communication Services Sele... 27 - $81.64 $10,568,000 129,412 1.57% 3,111,000 26,781 0.007    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc 28 - $150.60 $10,415,000 70,074 1.54% -532,000 448 0.01    AirDelivery & Freight...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 31 - $93.58 $6,780,000 71,819 1% 2,408,000 19,671 0.002    Closed - End Fund - E...
   (IYH)1 Year Chart         IYH iShares Dow Jones US Health... 33 - $60.19 $6,248,000 100,941 0.93% 412,000 80,554 0.994    Closed - End Fund - E...
   (IYK)1 Year Chart         IYK iShares Dow Jones US Non-Co... 51 - $67.97 $945,000 13,980 0.14% 52,000 9,320 0.155    Closed - End Fund - E...
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 54 - $82.25 $732,000 8,705 0.11% 92,000 468 0.002    Closed - End Fund - E...
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 55 - $204.74 $649,000 3,088 0.1% 87,000 288 0    Closed - End Fund - E...
   (CVX)1 Year Chart         CVX Chevron Corp 57 - $164.53 $433,000 2,748 0.06% 27,000 25 0    Integrated Oil & Gas
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 65 - $520.91 $257,000 491 0.04% 26,000 4 0    Closed - End Fund - E...
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth 69 - $260.53 $209,000 773 0.03% 209,000 773 0.002    Closed - End Fund - E...

      16 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results