Stockman Wealth Management, Inc. Purchases in Q1 2025

Stockman Wealth Management, Inc.

  • $654 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
298K
New
$90.37 - $94.08 $26.9M - $28M
298K $28M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
330K
+ 1896.54%
$57.21 - $65.8 $18.9M - $21.7M
348K $20.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
306K
New
$54.25 - $57.64 $16.6M - $17.6M
306K $16.9M
LEN
Lennar Corp

Consumer Cyclical
58.2K
New
$113.93 - $141.54 $6.63M - $8.24M
58.2K $6.68M
QCOM
Qualcomm Inc

Technology
42.5K
+ 669.33%
$151.94 - $175.86 $6.46M - $7.48M
48.9K $7.51M
IDEV
Ishares Core Msci Intl Develop

ETFs
35.3K
+ 9.52%
$63.77 - $71.36 $2.25M - $2.52M
406K $28M
SLB
Schlumberger Limited

Energy
40.6K
+ 21.36%
$38.4 - $43.74 $1.56M - $1.78M
231K $9.65M
CVX
Chevron Corp

Energy
4.08K
+ 6.0%
$146.71 - $167.97 $599K - $685K
72.1K $12.1M
PEP
Pepsico Inc

Consumer Defensive
14.2K
+ 21.48%
$142.64 - $156.42 $2.02M - $2.22M
80.1K $12M
XOM
Exxon Mobil Corp

Energy
6K
+ 6.17%
$105.44 - $118.93 $633K - $714K
103K $12.3M
VZ
Verizon Communications Inc

Communication Services
17.8K
+ 11.49%
$37.81 - $46.49 $673K - $827K
173K $7.83M
PFE
Pfizer Inc

Healthcare
66.5K
+ 22.98%
$25.01 - $27.13 $1.66M - $1.8M
356K $9.02M
ASML
Asml Holding Nv

Technology
2.45K
+ 14.34%
$662.63 - $776.99 $1.62M - $1.9M
19.5K $12.9M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
45.6K
+ 40.12%
$19.55 - $20.33 $892K - $927K
159K $3.23M
MRK
Merck & Co., Inc.

Healthcare
23.1K
+ 18.01%
$83.01 - $101.02 $1.91M - $2.33M
151K $13.6M
PG
Procter & Gamble CO

Consumer Defensive
3.51K
+ 5.14%
$158.56 - $176.26 $557K - $619K
71.8K $12.2M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
34.3K
+ 81.68%
$20.2 - $22.24 $693K - $763K
76.3K $1.63M
SYY
Sysco Corp

Consumer Defensive
10.5K
+ 10.47%
$70.0 - $77.13 $737K - $812K
111K $8.34M
XLI
Industrial Sector Spdr

ETFs
4.42K
+ 15.07%
$128.78 - $141.67 $569K - $625K
33.7K $4.39M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
17.6K
+ 9.91%
$19.0 - $19.66 $335K - $346K
195K $3.84M
XLE
Energy Sector Spdr

ETFs
1.36K
+ 3.83%
$85.7 - $93.96 $117K - $128K
36.8K $3.4M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
14K
+ 9.35%
$21.77 - $22.25 $306K - $312K
164K $3.65M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
12.1K
+ 6.86%
$21.16 - $21.77 $255K - $263K
188K $4.1M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
12.8K
+ 7.9%
$22.11 - $22.43 $284K - $288K
175K $3.93M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
11.2K
+ 9.52%
$23.29 - $23.38 $262K - $263K
129K $3.02M
XLV
Select Sector Spdr Fund Health

ETFs
241
+ 0.74%
$137.61 - $149.68 $33.2K - $36.1K
32.8K $4.74M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.6K
+ 8.09%
$22.77 - $22.94 $241K - $242K
141K $3.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
409
New
$551.42 - $612.93 $226K - $251K
409 $228K
T
At&T Inc.

Communication Services
8.05K
New
$21.56 - $28.28 $173K - $228K
8.05K $227K
LMT
Lockheed Martin Corp

Industrials
2.13K
+ 11.51%
$423.19 - $506.29 $900K - $1.08M
20.6K $9.21M
AWK
American Water Works Company, Inc.

Utilities
1.48K
New
$121.01 - $149.31 $179K - $221K
1.48K $218K
AMGN
Amgen Inc

Healthcare
689
New
$258.59 - $327.36 $178K - $226K
689 $214K
GE
General Electric CO

Industrials
1.06K
New
$168.59 - $212.13 $178K - $224K
1.06K $211K
VTV
Vanguard Value ETF

ETFs
1.22K
New
$167.73 - $179.21 $204K - $218K
1.22K $207K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.3K
+ 9.32%
$74.85 - $84.89 $97.3K - $110K
15.2K $1.25M
ATLO
Ames National Corp

Financial Services
10.7K
New
$16.11 - $18.81 $173K - $202K
10.7K $187K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
969
+ 4.58%
$95.85 - $99.25 $92.9K - $96.2K
22.1K $2.18M
V
Visa Inc.

Financial Services
59
+ 1.96%
$306.92 - $362.71 $18.1K - $21.4K
3.07K $1.08M
LLY
Eli Lilly & CO

Healthcare
27
+ 1.65%
$725.72 - $929.72 $19.6K - $25.1K
1.67K $1.38M
KO
Coca Cola CO

Consumer Defensive
322
+ 3.51%
$60.81 - $72.32 $19.6K - $23.3K
9.51K $680K
EPD
Enterprise Products Partners L.P.

Energy
900
+ 3.43%
$31.75 - $34.14 $28.6K - $30.7K
27.1K $925K
DUK
Duke Energy Corp

Utilities
98
+ 1.52%
$105.87 - $121.97 $10.4K - $12K
6.53K $796K
UNP
Union Pacific Corp

Industrials
330
+ 28.06%
$225.21 - $254.42 $74.3K - $84K
1.51K $355K
ABBV
Abb Vie Inc.

Healthcare
62
+ 2.65%
$169.2 - $216.66 $10.5K - $13.4K
2.41K $503K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.84K
+ 12.98%
$24.79 - $25.26 $70.5K - $71.8K
24.8K $625K
XLB
Select Sector Spdr Fd Material

ETFs
804
+ 7.21%
$83.19 - $90.99 $66.9K - $73.2K
12K $1.02M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.17K
+ 3.88%
$22.46 - $23.26 $48.7K - $50.4K
58K $1.34M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
626
+ 9.45%
$76.94 - $78.28 $48.2K - $49K
7.25K $567K
MCD
Mcdonalds Corp

Consumer Cyclical
34
+ 1.76%
$279.74 - $321.29 $9.51K - $10.9K
1.96K $613K
Activity Summary
Buys All Purchases 86 New Holdings 11 Increased Positions 75 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Stockman Wealth Management, Inc. Portfolio

Follow Stockman Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stockman Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stockman Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email