Stillwater Capital Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

In the world of finance, it's essential to keep track of the ever-changing holdings of major funds. These changes can offer valuable insights into investment trends and the strategies of top financial players. In the case of Stillwater Capital Advisors, LLC, their holdings for Q3 2023 and Q4 2023 have been compared, revealing interesting shifts in their portfolio.

APPLE INC (AAPL)

One of the most notable changes in Stillwater Capital Advisors' holdings is their slight decrease in holdings of Apple Inc. In Q3 2023, they held 262,103 shares, which decreased to 260,545 shares in Q4 2023. Despite the decrease in shares, the value of their holdings actually increased from $44,874,000 to $50,162,000, representing an 11.8% change.

MICROSOFT CORP (MSFT)

The fund also made a minor adjustment to their holdings of Microsoft Corp. They held 120,272 shares in Q3 2023, which decreased slightly to 120,017 shares in Q4 2023. However, the value of their holdings increased from $37,975,000 to $45,131,000, indicating a significant 18.8% change.

BROADCOM INC (AVGO)

In the case of Broadcom Inc, Stillwater Capital Advisors reduced their holdings from 30,719 shares in Q3 2023 to 30,431 shares in Q4 2023. Despite the decrease in shares, the value of their holdings increased from $25,514,000 to $33,968,000, representing a noticeable 33.1% change.

SELECT SECTOR SPDR TR (XLK)

Stillwater Capital Advisors increased their holdings in the Select Sector SPDR TR, which is an exchange-traded fund (ETF). They held 155,170 shares in Q3 2023, which grew to 162,631 shares in Q4 2023. The value of their holdings also increased from $25,437,000 to $31,303,000, indicating a 23.1% change.

NVIDIA CORPORATION (NVDA)

In the case of NVIDIA Corporation, Stillwater Capital Advisors slightly decreased their holdings from 61,977 shares in Q3 2023 to 61,409 shares in Q4 2023. However, the value of their holdings increased from $26,959,000 to $30,410,000, representing a 12.8% change.

ALPHABET INC (GOOGL and GOOG)

Stillwater Capital Advisors made adjustments to their holdings in both classes of Alphabet Inc. In the case of Class A shares (GOOGL), they held 160,739 shares in Q3 2023, which decreased slightly to 159,822 shares in Q4 2023. The value of their holdings also decreased from $21,034,000 to $22,325,000, indicating a 6.1% change. In the case of Class C shares (GOOG), they held 4,985 shares in Q3 2023, which decreased to 4,657 shares in Q4 2023. The value of their holdings remained relatively stable at $657,000 and $656,000, representing a minimal -0.1% change.

These are just a few examples of the changes in holdings made by Stillwater Capital Advisors in Q3 2023 and Q4 2023. The fund's adjustments reflect a combination of buying, selling, and adjusting their positions in various companies and funds. It's also important to note that these changes may indicate shifts in their investment strategy and outlook on specific companies or sectors.

As the financial landscape continues to evolve, it's crucial for investors and market watchers to stay informed about these changes in major funds' holdings. Analyzing the movements in holdings can provide valuable insights into market trends and the strategies adopted by influential players like Stillwater Capital Advisors, LLC.

Please note that this article is based on data from a financial report and does not constitute financial advice. Investors are encouraged to conduct their own research and consult with a qualified financial advisor before making any investment decisions.