Wayne, PA, based Investment company Stillwater Capital Advisors, LLC (Current Portfolio) buys Nike Inc, Verizon Communications Inc, BTC iShares U.S. Technology ETF, BTC iShares U.S. Financials ETF, iShares 1-3 Year Credit Bond ETF, sells Cisco Systems Inc, Bank of America Corp, BP PLC during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Stillwater Capital Advisors, LLC. As of 2020Q4, Stillwater Capital Advisors, LLC owns 65 stocks with a total value of $522 million. These are the details of the buys and sells.
- New Purchases: NKE, NBTB, CVX, CGBD, XLC,
- Added Positions: VZ, IYW, IYF, IGSB, FLOT, IYC, IYJ, XLK, SPSB, VB, XLV, XLY, IWR, SLYG, VEA, VO, VWO, VYM, XLI, IJR, XLP, IWM,
- Reduced Positions: AAPL, (MSFT), DIS, GOOGL, MAR, BLK, UPS, UNH, IWD, CCK, C,
- Sold Out: CSCO, (BA)C, BP,
For the details of Stillwater Capital Advisors, LLC’s stock buys and sells,
go to https://www.gurufocus.com/guru/stillwater+capital+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Stillwater Capital Advisors, LLC
- Apple Inc (AAPL) – 348,783 shares, 8.87% of the total portfolio. Shares reduced by 2.57%
- Microsoft Corp ((MSFT)) – 150,674 shares, 6.42% of the total portfolio. Shares reduced by 1.63%
- Visa Inc (V) – 114,103 shares, 4.78% of the total portfolio. Shares reduced by 0.82%
- Alphabet Inc (GOOGL) – 12,533 shares, 4.21% of the total portfolio. Shares reduced by 1.78%
- SSgA Technology Select Sector SPDR (XLK) – 149,862 shares, 3.73% of the total portfolio. Shares added by 1.82%
New Purchase: Nike Inc (NKE)
Stillwater Capital Advisors, LLC initiated holding in Nike Inc. The purchase prices were between $120.08 and $144.02, with an estimated average price of $132.77. The stock is now traded at around $134.720000. The impact to a portfolio due to this purchase was 2.42%. The holding were 89,410 shares as of 2020-12-31.
New Purchase: NBT Bancorp Inc (NBTB)
Stillwater Capital Advisors, LLC initiated holding in NBT Bancorp Inc. The purchase prices were between $26.19 and $32.84, with an estimated average price of $30.05. The stock is now traded at around $33.160000. The impact to a portfolio due to this purchase was 0.25%. The holding were 39,983 shares as of 2020-12-31.
New Purchase: TCG BDC Inc (CGBD)
Stillwater Capital Advisors, LLC initiated holding in TCG BDC Inc. The purchase prices were between $8.07 and $11.55, with an estimated average price of $9.96. The stock is now traded at around $10.970000. The impact to a portfolio due to this purchase was 0.04%. The holding were 21,000 shares as of 2020-12-31.
New Purchase: Communication Services Select Sector SPDR Fund (XLC)
Stillwater Capital Advisors, LLC initiated holding in Communication Services Select Sector SPDR Fund. The purchase prices were between $58.74 and $67.48, with an estimated average price of $63.75. The stock is now traded at around $68.150000. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,011 shares as of 2020-12-31.
New Purchase: Chevron Corp (CVX)
Stillwater Capital Advisors, LLC initiated holding in Chevron Corp. The purchase prices were between $66.88 and $95.62, with an estimated average price of $81.37. The stock is now traded at around $89.020000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,567 shares as of 2020-12-31.
Added: Verizon Communications Inc (VZ)
Stillwater Capital Advisors, LLC added to a holding in Verizon Communications Inc by 5096.92%. The purchase prices were between $56.31 and $61.74, with an estimated average price of $59.4. The stock is now traded at around $55.370000. The impact to a portfolio due to this purchase was 2.16%. The holding were 195,456 shares as of 2020-12-31.
Added: BTC iShares U.S. Technology ETF (IYW)
Stillwater Capital Advisors, LLC added to a holding in BTC iShares U.S. Technology ETF by 298.75%. The purchase prices were between $73.08 and $85.83, with an estimated average price of $79.9. The stock is now traded at around $87.750000. The impact to a portfolio due to this purchase was 2.11%. The holding were 172,994 shares as of 2020-12-31.
Added: BTC iShares U.S. Financials ETF (IYF)
Stillwater Capital Advisors, LLC added to a holding in BTC iShares U.S. Financials ETF by 101.83%. The purchase prices were between $54.83 and $66.77, with an estimated average price of $61.59. The stock is now traded at around $66.450000. The impact to a portfolio due to this purchase was 1.15%. The holding were 178,048 shares as of 2020-12-31.
Added: iShares 1-3 Year Credit Bond ETF (IGSB)
Stillwater Capital Advisors, LLC added to a holding in iShares 1-3 Year Credit Bond ETF by 397.08%. The purchase prices were between $54.53 and $55.17, with an estimated average price of $54.79. The stock is now traded at around $55.100000. The impact to a portfolio due to this purchase was 1.05%. The holding were 124,070 shares as of 2020-12-31.
Added: BTC iShares Floating Rate Bond ETF (FLOT)
Stillwater Capital Advisors, LLC added to a holding in BTC iShares Floating Rate Bond ETF by 27.25%. The purchase prices were between $50.61 and $50.74, with an estimated average price of $50.67. The stock is now traded at around $50.800000. The impact to a portfolio due to this purchase was 0.66%. The holding were 314,653 shares as of 2020-12-31.
Added: BTC iShares U.S. Consumer Services ETF (IYC)
Stillwater Capital Advisors, LLC added to a holding in BTC iShares U.S. Consumer Services ETF by 299.58%. The purchase prices were between $60.5 and $70.5, with an estimated average price of $66.35. The stock is now traded at around $70.460000. The impact to a portfolio due to this purchase was 0.43%. The holding were 42,743 shares as of 2020-12-31.
Sold Out: Cisco Systems Inc (CSCO)
Stillwater Capital Advisors, LLC sold out a holding in Cisco Systems Inc. The sale prices were between $35.69 and $45.44, with an estimated average price of $41.21.
Sold Out: Bank of America Corp ((BA)C)
Stillwater Capital Advisors, LLC sold out a holding in Bank of America Corp. The sale prices were between $23.47 and $30.31, with an estimated average price of $26.93.
Sold Out: BP PLC (BP)
Stillwater Capital Advisors, LLC sold out a holding in BP PLC. The sale prices were between $14.9 and $22.41, with an estimated average price of $18.95.
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