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Christopher Dautrich

@Stillwater Capital Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$808.519MTotal holdings69
Assets growth rate4.48%Assets growth rate (2-Q avg)6.24%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Stillwater Capital Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Stillwater Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 808.519M in assets, with a quarterly growth rate of 4.48% and a 2-quarter average growth rate of 6.24%. The portfolio is managed by Christopher Dautrich, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -1.87%
8.35%
$67.449M
502,263 shares@ $134.3 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -1.01%
8.28%
$66.874M
288,448 shares@ $231.84 avg price
AAPLApple Inc
Recent Activity
Decreased -0.58%
7.8%
$63.028M
251,690 shares@ $250.43 avg price
IYWIshares Tr
Recent Activity
Decreased 0%
2.17%
$17.506M
109,743 shares@ $159.53 avg price
IWFIshares Tr
Recent Activity
Decreased -2.85%
2.06%
$16.587M
41,303 shares@ $401.59 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -0.54%
0.9%
$7.205M
56,469 shares@ $127.6 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -1.67%
0.67%
$5.415M
113,242 shares@ $47.83 avg price
IWDIshares Tr
Recent Activity
Decreased -6.92%
0.45%
$3.583M
19,352 shares@ $185.13 avg price
VOEVanguard Index Fds
Recent Activity
Decreased -0.28%
0.36%
$2.903M
17,944 shares@ $161.77 avg price
SLYGSpdr Ser Tr
Recent Activity
Decreased -0.28%
0.25%
$1.975M
21,865 shares@ $90.35 avg price