Portfolio (Quarterly)
Guide ↗
Stillwater Private Wealth, LLC
· CIK 0002137933| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | TSLA | TESLA INC COM | Consumer Cyclical | 645.0 | $211K | 0.14% | -13.0 | -2.0% | $327.13 | +6.6% |
| 82 | KBWB | INVESCO KBW BANK ETF | — | 2,053.0 | $203K | 0.13% | NEW | — | $98.88 | -2.6% |
| 83 | HIVE | HIVE DIGITAL TECHNOLOGIES LTD COM N | Financial Services | 20,000.0 | $54K | 0.04% | — | — | $2.70 | +2.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
36.7%
Technology
28.2%
Consumer Cyclical
14.6%
Healthcare
9.3%
Industrials
4.8%
Consumer Defensive
4.4%
Communication Services
1.9%