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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
IJSIshares Tr
Recent Activity
Decreased -0.26%
0.24%
$1.934M
17,804 shares@ $108.61 avg price
IWPIshares Tr
Recent Activity
Decreased -1.57%
0.17%
$1.365M
10,768 shares@ $126.76 avg price
VOVanguard Index Fds
Recent Activity
Decreased -8.4%
0.15%
$1.21M
4,580 shares@ $264.14 avg price
VBVanguard Index Fds
Recent Activity
Decreased -8.55%
0.14%
$1.092M
4,543 shares@ $240.29 avg price
IYKIshares Tr
Recent Activity
Decreased -0.07%
0.14%
$1.084M
16,531 shares@ $65.6 avg price
IWRIshares Tr
Recent Activity
Decreased -0.14%
0.11%
$858,287
9,709 shares@ $88.41 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.79%
0.1%
$756,360
3,972 shares@ $190.43 avg price
TSLATesla Inc
Recent Activity
Decreased -0.3%
0.09%
$658,260
1,630 shares@ $403.85 avg price
IJRIshares Tr
Recent Activity
Decreased -1.2%
0.04%
$274,224
2,380 shares@ $115.23 avg price
EEMIshares Tr
Recent Activity
Decreased -8.97%
0.04%
$248,202
5,935 shares@ $41.83 avg price