Stockman Wealth Management, Inc. Purchases in Q3 2025

Stockman Wealth Management, Inc.

  • $778 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
69.6K
+ 16.43%
$92.46 - $95.73 $6.44M - $6.67M
494K $47M
AAPL
Apple Inc.

Technology
1.65K
+ 1.57%
$202.38 - $256.87 $334K - $424K
107K $27.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.01K
+ 0.87%
$108.46 - $120.63 $327K - $363K
351K $41.7M
ASML
Asml Holding Nv

Technology
298
+ 1.48%
$689.63 - $968.09 $206K - $288K
20.5K $19.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
30.9K
+ 7.58%
$62.09 - $66.51 $1.92M - $2.05M
438K $28.6M
IDEV
Ishares Core Msci Intl Develop

ETFs
10.8K
+ 2.67%
$74.68 - $80.26 $804K - $864K
414K $33.2M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.25K
+ 1.05%
$62.54 - $68.42 $203K - $222K
314K $21.2M
MRK
Merck & Co., Inc.

Healthcare
9.11K
+ 5.4%
$77.6 - $87.37 $707K - $796K
178K $14.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
20K
New
$66.38 - $71.68 $1.33M - $1.44M
20K $1.43M
CVX
Chevron Corp

Energy
2.17K
+ 2.84%
$145.57 - $161.83 $316K - $351K
78.7K $12.2M
MDT
Medtronic PLC

Healthcare
2.97K
+ 2.51%
$87.67 - $95.74 $260K - $284K
121K $11.6M
AXP
American Express CO

Financial Services
1.86K
+ 4.52%
$294.27 - $342.31 $549K - $638K
43.1K $14.3M
PEP
Pepsico Inc

Consumer Defensive
3.05K
+ 3.49%
$133.81 - $152.16 $408K - $464K
90.3K $12.7M
USB
Us Bancorp \De\

Financial Services
5.56K
+ 1.92%
$43.94 - $50.41 $244K - $280K
295K $14.2M
LMT
Lockheed Martin Corp

Industrials
753
+ 3.55%
$410.74 - $499.21 $309K - $376K
22K $11M
BAC
Bank Of America Corp

Financial Services
99
+ 0.04%
$44.92 - $52.42 $4.45K - $5.19K
256K $13.2M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
46.7K
+ 249.33%
$22.63 - $23.3 $1.06M - $1.09M
65.4K $1.51M
IVV
Ishares Core S&P 500 ETF

ETFs
869
+ 10.56%
$620.67 - $670.08 $539K - $582K
9.1K $6.09M
XOM
Exxon Mobil Corp

Energy
3.97K
+ 3.71%
$105.83 - $117.22 $420K - $465K
111K $12.5M
HD
Home Depot, Inc.

Consumer Cyclical
326
+ 1.49%
$357.4 - $423.42 $117K - $138K
22.2K $8.99M
PFE
Pfizer Inc

Healthcare
17.6K
+ 4.56%
$23.29 - $25.88 $411K - $456K
404K $10.3M
SYY
Sysco Corp

Consumer Defensive
1.91K
+ 1.65%
$76.33 - $82.51 $146K - $158K
118K $9.7M
QCOM
Qualcomm Inc

Technology
2.12K
+ 2.89%
$145.84 - $173.55 $309K - $368K
75.6K $12.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
11.7K
+ 1.87%
$52.39 - $53.11 $614K - $622K
637K $33.8M
SLB
Schlumberger Limited

Energy
17.9K
+ 6.8%
$32.37 - $37.31 $579K - $668K
281K $9.66M
VB
Vanguard Small Cap ETF

ETFs
2.82K
+ 190.48%
$237.58 - $259.17 $670K - $731K
4.3K $1.09M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.51K
+ 26.21%
$97.75 - $100.75 $538K - $555K
26.5K $2.66M
XLV
Select Sector Spdr Fund Health

ETFs
2.33K
+ 6.69%
$129.01 - $139.72 $300K - $325K
37.1K $5.17M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
15.3K
New
$23.09 - $23.43 $354K - $359K
15.3K $358K
VZ
Verizon Communications Inc

Communication Services
5.36K
+ 3.05%
$40.84 - $45.06 $219K - $242K
181K $7.95M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
15K
+ 8.39%
$20.18 - $20.7 $303K - $310K
194K $3.98M
XLE
Energy Sector Spdr

ETFs
1.72K
+ 4.44%
$84.25 - $91.99 $145K - $159K
40.5K $3.62M
XLI
Industrial Sector Spdr

ETFs
537
+ 1.55%
$147.94 - $154.99 $79.4K - $83.2K
35.2K $5.43M
AVUS
American Centy ETF Tr Avantis

ETFs
2.71K
New
$101.2 - $109.16 $274K - $295K
2.71K $294K
VTV
Vanguard Value ETF

ETFs
1.53K
New
$175.51 - $186.57 $269K - $286K
1.53K $285K
VLO
Valero Energy Corp

Energy
1.4K
New
$131.77 - $175.63 $184K - $246K
1.4K $238K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
300
+ 10.47%
$224.68 - $282.71 $67.4K - $84.8K
3.16K $883K
XLC
Select Sector Spdr Tr Communic

ETFs
95
+ 0.44%
$105.99 - $119.41 $10.1K - $11.3K
21.6K $2.56M
AMD
Advanced Micro Devices Inc

Technology
1.35K
New
$134.8 - $184.42 $181K - $248K
1.35K $217K
DINO
Hf Sinclair Corp

Energy
3.95K
New
$42.11 - $54.01 $166K - $213K
3.95K $206K
O
Realty Income Corp

Real Estate
3.34K
New
$56.13 - $60.79 $187K - $203K
3.34K $202K
AMGN
Amgen Inc

Healthcare
716
New
$271.18 - $309.22 $194K - $221K
716 $202K
CMI
Cummins Inc

Industrials
479
New
$327.85 - $426.39 $157K - $204K
479 $202K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.64K
+ 4.95%
$22.19 - $22.44 $192K - $194K
183K $4.1M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
9.39K
+ 4.5%
$19.57 - $19.98 $184K - $188K
218K $4.34M
XLF
Financial Sector Spdr

ETFs
283
+ 0.25%
$51.37 - $54.25 $14.5K - $15.4K
114K $6.16M
AMZN
Amazon Com Inc

Consumer Cyclical
771
+ 0.84%
$211.65 - $238.24 $163K - $184K
92.4K $20.3M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
6.9K
+ 8.76%
$20.76 - $21.78 $143K - $150K
85.7K $1.85M
VUG
Vanguard Growth ETF

ETFs
266
+ 21.38%
$433.97 - $484.08 $115K - $129K
1.51K $724K
Activity Summary
Buys All Purchases 85 New Holdings 10 Increased Positions 75 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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