Stockman Wealth Management, Inc. Purchases in Q4 2024

Stockman Wealth Management, Inc.

  • $620 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
86.7K
New
$122.65 - $138.35 $10.6M - $12M
86.7K $10.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
83.1K
+ 9.84%
$51.54 - $52.55 $4.28M - $4.37M
927K $47.9M
GOOGL
Alphabet Inc.

Communication Services
1.43K
+ 2.09%
$161.86 - $196.66 $232K - $281K
70K $13.2M
CSCO
Cisco Systems, Inc.

Technology
399
+ 0.16%
$52.45 - $60.02 $20.9K - $23.9K
254K $15M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17.1K
+ 3.88%
$113.92 - $127.38 $1.94M - $2.17M
457K $52.6M
HON
Honeywell International Inc

Industrials
1.45K
+ 3.17%
$202.84 - $236.0 $293K - $341K
47K $10.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
106K
+ 355.17%
$22.4 - $68.28 $2.38M - $7.24M
136K $3.15M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
41.3K
+ 57.07%
$19.7 - $20.82 $814K - $860K
114K $2.25M
USB
Us Bancorp \De\

Financial Services
1.19K
+ 0.46%
$43.98 - $53.66 $52.3K - $63.9K
258K $12.4M
XLI
Industrial Sector Spdr

ETFs
5.06K
+ 20.89%
$131.76 - $143.99 $667K - $729K
29.3K $3.86M
XLK
Technology Sector Spdr

ETFs
584
+ 1.84%
$220.26 - $241.44 $129K - $141K
32.3K $7.5M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
21.2K
+ 13.55%
$19.11 - $20.04 $405K - $425K
178K $3.41M
XLE
Energy Sector Spdr

ETFs
3.9K
+ 12.34%
$83.32 - $97.27 $325K - $379K
35.5K $3.04M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12K
+ 10.07%
$22.72 - $23.0 $272K - $275K
131K $2.98M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
14K
+ 10.31%
$21.81 - $22.48 $306K - $315K
150K $3.29M
CVX
Chevron Corp

Energy
2.61K
+ 3.98%
$141.15 - $162.53 $368K - $424K
68.1K $9.86M
ET
Energy Transfer LP

Energy
600
+ 1.02%
$16.05 - $19.86 $9.63K - $11.9K
59.7K $1.17M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
16.1K
+ 10.07%
$21.25 - $22.07 $342K - $356K
176K $3.76M
BK
Bank Of New York Mellon Corp

Financial Services
2.75K
New
$70.82 - $81.87 $195K - $225K
2.75K $211K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
12.4K
+ 8.27%
$22.1 - $22.59 $274K - $280K
163K $3.61M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
8.43K
New
$21.71 - $25.45 $183K - $215K
8.43K $207K
VV
Vanguard Large Cap ETF

ETFs
769
New
$260.27 - $280.65 $200K - $216K
769 $207K
WMT
Walmart Inc.

Consumer Defensive
2.27K
New
$79.1 - $95.7 $180K - $217K
2.27K $205K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
8.1K
+ 7.36%
$23.25 - $23.37 $188K - $189K
118K $2.75M
SYY
Sysco Corp

Consumer Defensive
4.19K
+ 4.34%
$73.63 - $81.77 $309K - $343K
101K $7.7M
V
Visa Inc.

Financial Services
14
+ 0.47%
$273.87 - $320.91 $3.83K - $4.49K
3.01K $951K
VTI
Vanguard Total Stock Market Et

ETFs
291
+ 4.92%
$280.04 - $302.45 $81.5K - $88K
6.21K $1.8M
IVV
Ishares Core S&P 500 ETF

ETFs
31
+ 0.37%
$570.51 - $610.59 $17.7K - $18.9K
8.35K $4.92M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
8.33K
+ 24.71%
$20.55 - $23.26 $171K - $194K
42K $884K
AVGO
Broadcom Inc.

Technology
44
+ 2.88%
$159.67 - $250.0 $7.03K - $11K
1.57K $364K
WMB
Williams Companies, Inc.

Energy
17
+ 0.17%
$46.37 - $59.74 $788 - $1.02K
10K $542K
EPD
Enterprise Products Partners L.P.

Energy
900
+ 3.55%
$28.66 - $34.43 $25.8K - $31K
26.2K $822K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.3K
+ 8.08%
$61.68 - $67.87 $80.3K - $88.4K
17.4K $1.08M
VUG
Vanguard Growth ETF

ETFs
118
+ 9.96%
$378.79 - $428.11 $44.7K - $50.5K
1.3K $534K
IVW
Ishares S&P 500 Growth ETF

ETFs
163
+ 1.55%
$94.43 - $105.47 $15.4K - $17.2K
10.7K $1.08M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
22.5K
+ 218.38%
$22.01 - $66.82 $496K - $1.51M
32.9K $745K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5
+ 0.22%
$172.07 - $207.36 $860 - $1.04K
2.26K $445K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.8K
+ 248.95%
$26.93 - $84.95 $345K - $1.09M
18K $490K
APH
Amphenol Corp

Technology
13
+ 0.11%
$62.07 - $75.35 $807 - $980
11.8K $820K
IWM
Ishares Russell 2000 ETF

ETFs
207
+ 7.73%
$216.13 - $242.4 $44.7K - $50.2K
2.89K $637K
XLV
Select Sector Spdr Fund Health

ETFs
3.76K
+ 13.06%
$136.28 - $154.74 $513K - $582K
32.6K $4.48M
AXP
American Express CO

Financial Services
13
+ 1.02%
$267.35 - $305.57 $3.48K - $3.97K
1.28K $380K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
29.7K
+ 113.57%
$22.63 - $47.53 $672K - $1.41M
55.9K $1.27M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
181
+ 1.75%
$18.92 - $22.13 $3.42K - $4.01K
10.5K $218K
VIG
Vanguard Dividend Appreciation

ETFs
74
+ 4.7%
N/A
1.65K $300K
VO
Vanguard Mid Cap ETF

ETFs
40
+ 2.87%
$261.5 - $284.63 $10.5K - $11.4K
1.43K $378K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
598
+ 1.59%
$442.29 - $483.08 $264K - $289K
38.1K $17.3M
DUK
Duke Energy Corp

Utilities
482
+ 8.1%
$105.76 - $120.76 $51K - $58.2K
6.43K $693K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
422
+ 6.33%
$74.5 - $78.37 $31.4K - $33.1K
7.09K $529K
Activity Summary
Buys All Purchases 82 New Holdings 5 Increased Positions 77 Sells All Sells 54 Reductions 54 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