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
TXN
Texas Instruments Inc

Technology
21
+ 1.36%
N/A
1.57K $305K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
157
+ 2.43%
$77.02 - $78.58 $12.1K - $12.3K
6.63K $511K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
35
+ 0.16%
N/A
21.3K $506K
Gsk PLC
7.68K
+ 3.67%
N/A
217K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.56K
+ 198.82%
$27.54 - $83.04 $208K - $628K
11.4K $314K
IVE
Ishares S&P 500 Value ETF

ETFs
45
+ 1.61%
$189.5 - $206.17 $8.53K - $9.28K
2.85K $543K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.03K
+ 94.88%
$25.33 - $51.16 $229K - $462K
18.6K $479K
COP
Conocophillips

Energy
131
+ 3.37%
$95.12 - $114.72 $12.5K - $15K
4.02K $398K
VNQ
Vanguard Specialized Funds Van

ETFs
109
+ 3.13%
$87.85 - $98.6 $9.58K - $10.7K
3.59K $319K
XLRE
Select Sector Spdr Tr Real Est

ETFs
256
+ 2.94%
$40.06 - $45.21 $10.3K - $11.6K
8.97K $364K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.7K
+ 110.93%
$18.41 - $40.87 $270K - $599K
27.9K $515K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
26
+ 0.11%
$77.86 - $79.27 $2.02K - $2.06K
23K $1.79M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
560
+ 2.72%
$96.64 - $101.23 $54.1K - $56.7K
21.1K $2.05M
AMAT
Applied Materials Inc

Technology
31
+ 2.58%
$161.44 - $213.89 $5K - $6.63K
1.23K $200K
XLB
Select Sector Spdr Fd Material

ETFs
673
+ 6.42%
$83.8 - $97.58 $56.4K - $65.7K
11.2K $938K
PG
Procter & Gamble CO

Consumer Defensive
1.65K
+ 2.47%
$161.05 - $179.7 $265K - $296K
68.3K $11.5M
MSFT
Microsoft Corp

Technology
599
+ 1.2%
$406.35 - $454.46 $243K - $272K
50.6K $21.3M
HD
Home Depot, Inc.

Consumer Cyclical
226
+ 1.12%
$385.02 - $431.37 $87K - $97.5K
20.5K $7.96M
NWE
Northwestern Corp

Utilities
1.96K
+ 1.88%
$50.44 - $57.24 $98.6K - $112K
106K $5.65M
MRK
Merck & Co., Inc.

Healthcare
12.1K
+ 10.43%
$96.31 - $114.76 $1.16M - $1.39M
128K $12.7M
SBUX
Starbucks Corp

Consumer Cyclical
1.17K
+ 1.04%
$87.44 - $102.5 $102K - $120K
113K $10.3M
XOM
Exxon Mobil Corp

Energy
2.74K
+ 2.9%
$105.51 - $125.37 $289K - $344K
97.3K $10.5M
VZ
Verizon Communications Inc

Communication Services
2.93K
+ 1.93%
$39.6 - $45.21 $116K - $132K
155K $6.19M
LOW
Lowes Companies Inc

Consumer Cyclical
287
+ 0.94%
$244.52 - $284.07 $70.2K - $81.5K
30.7K $7.59M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13K
+ 4.0%
$44.04 - $49.49 $574K - $645K
339K $14.9M
MDT
Medtronic PLC

Healthcare
4.54K
+ 4.48%
$79.61 - $92.24 $362K - $419K
106K $8.47M
PEP
Pepsico Inc

Consumer Defensive
2.18K
+ 3.41%
$151.29 - $176.1 $329K - $383K
66K $10M
IDEV
Ishares Core Msci Intl Develop

ETFs
20.7K
+ 5.9%
$64.18 - $70.42 $1.33M - $1.46M
371K $23.9M
CAT
Caterpillar Inc

Industrials
396
+ 1.07%
$360.37 - $416.88 $143K - $165K
37.4K $13.6M
ASML
Asml Holding Nv

Technology
1.69K
+ 11.03%
$658.43 - $872.27 $1.12M - $1.48M
17.1K $11.8M
LMT
Lockheed Martin Corp

Industrials
545
+ 3.04%
$479.66 - $614.62 $261K - $335K
18.5K $8.98M
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
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