Stillwater Capital Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

In the fast-paced world of finance, it's important for investors and financial advisors to stay updated on the latest trends and changes in the market. One valuable tool that helps in this process is the 13F filing, which discloses the quarterly holdings of institutional investment managers with at least $100 million in assets under management.

Today, we'll be taking a closer look at the Q2 2023 and Q3 2023 13F holdings comparison of Stillwater Capital Advisors, LLC. This comparison will provide insights into the shifts and changes in their holdings during this time period.

Apple Inc (AAPL)

Let's start by examining the holdings of Apple Inc. In Q2 2023, Stillwater Capital Advisors held 266,438 shares of Apple Inc, with a value of $51,681,000. However, in Q3 2023, their holdings decreased to 262,103 shares, with a value of $44,874,000. This represents a decrease of 13.2% in shares and a shift in value.

Microsoft Corp (MSFT)

Moving on to Microsoft Corp, we see a similar trend. Stillwater Capital Advisors held 121,500 shares of Microsoft Corp in Q2 2023, with a value of $41,375,000. However, in Q3 2023, their holdings decreased to 120,272 shares, with a value of $37,975,000. This represents a decrease of 8.2% in shares and a shift in value.

Nvidia Corporation (NVDA)

Now, let's take a look at Nvidia Corporation. Stillwater Capital Advisors held 61,941 shares of Nvidia Corp in Q2 2023, with a value of $26,202,000. In Q3 2023, their holdings remained relatively stable, with 61,977 shares and a value of $26,959,000. This represents a minor increase of 2.9% in shares and a slight shift in value.

Broadcom Inc (AVGO)

Moving on to Broadcom Inc, we see a decrease in holdings. Stillwater Capital Advisors held 30,979 shares of Broadcom Inc in Q2 2023, with a value of $26,871,000. However, in Q3 2023, their holdings decreased to 30,719 shares, with a value of $25,514,000. This represents a decrease of 5.1% in shares and a shift in value.

These are just a few examples of the changes in holdings that occurred between Q2 2023 and Q3 2023 for Stillwater Capital Advisors, LLC. The full comparison reveals a wide range of shifts in their portfolio, with some holdings increasing, while others decreasing.

It's important to note that these changes in holdings can be influenced by a variety of factors, including market conditions, investment strategies, and company-specific developments. As such, it's crucial for investors and financial advisors to stay informed about these changes and carefully analyze their potential impact on investment strategies.

In conclusion, the Q2 2023 vs. Q3 2023 13F holdings comparison of Stillwater Capital Advisors, LLC provides valuable insights into the shifts and changes in their investment portfolio. By keeping a close eye on these changes, investors can make informed decisions and adjust their investment strategies accordingly.