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
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7.48K
+ 5.02%
$22.84 - $22.95 $171K - $172K
157K $3.59M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
7.52K
+ 3.77%
$21.68 - $22.04 $163K - $166K
207K $4.55M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
7.2K
+ 3.87%
$22.36 - $22.52 $161K - $162K
193K $4.35M
PG
Procter & Gamble CO

Consumer Defensive
3.79K
+ 5.14%
$150.47 - $161.22 $570K - $610K
77.5K $11.9M
TSLA
Tesla, Inc.

Consumer Cyclical
6
+ 0.52%
$293.94 - $444.72 $1.76K - $2.67K
1.17K $518K
XLP
Consumer Staples Sector Spdr

ETFs
1.6K
+ 3.61%
N/A
45.8K $3.48M
IVW
Ishares S&P 500 Growth ETF

ETFs
68
+ 0.64%
$108.97 - $121.65 $7.41K - $8.27K
10.7K $1.29M
ABBV
Abb Vie Inc.

Healthcare
61
+ 2.69%
$184.85 - $231.54 $11.3K - $14.1K
2.33K $539K
VTI
Vanguard Total Stock Market Et

ETFs
53
+ 1.53%
$303.93 - $329.86 $16.1K - $17.5K
3.53K $1.16M
XLB
Select Sector Spdr Fd Material

ETFs
508
+ 4.12%
$86.72 - $92.61 $44.1K - $47K
12.8K $1.15M
VO
Vanguard Mid Cap ETF

ETFs
83
+ 5.76%
$279.83 - $293.74 $23.2K - $24.4K
1.53K $447K
DUK
Duke Energy Corp

Utilities
35
+ 0.55%
$116.31 - $125.93 $4.07K - $4.41K
6.45K $798K
SHW
Sherwin Williams CO

Basic Materials
100
+ 12.12%
$330.88 - $375.23 $33.1K - $37.5K
925 $320K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
530
+ 0.88%
$22.9 - $23.58 $12.1K - $12.5K
61K $1.43M
F
Ford Motor CO

Consumer Cyclical
200
+ 0.8%
$10.82 - $12.09 $2.16K - $2.42K
25.3K $302K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
338
+ 3.0%
$20.33 - $22.62 $6.87K - $7.65K
11.6K $257K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
284
+ 3.99%
$78.11 - $79.07 $22.2K - $22.5K
7.41K $584K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
234
+ 3.19%
$76.16 - $78.59 $17.8K - $18.4K
7.57K $590K
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.21%
$250.62 - $279.43 $1K - $1.12K
1.87K $521K
NEE
Nextera Energy Inc

Utilities
34
+ 1.07%
$69.77 - $77.54 $2.37K - $2.64K
3.2K $241K
AWK
American Water Works Company, Inc.

Utilities
50
+ 3.38%
$135.05 - $147.0 $6.75K - $7.35K
1.53K $212K
T
At&T Inc.

Communication Services
415
+ 5.43%
$26.94 - $29.62 $11.2K - $12.3K
8.06K $227K
META
Meta Platforms, Inc.

Communication Services
8
+ 2.38%
$695.21 - $791.73 $5.56K - $6.33K
344 $252K
CRH.L
Crh PLC

Basic Materials
7
+ 0.01%
N/A
127K $0
Gsk PLC
8.17K
+ 3.13%
N/A
269K $0
DIS
Walt Disney CO

Communication Services
157
+ 5.06%
$112.25 - $124.0 $17.6K - $19.5K
3.26K $373K
WM
Waste Management Inc

Industrials
2
+ 0.12%
$213.88 - $237.1 $428 - $474
1.63K $360K
SYK
Stryker Corp

Healthcare
5
+ 0.37%
$368.57 - $403.53 $1.84K - $2.02K
1.36K $502K
PGR
Progressive Corp

Financial Services
4
+ 0.18%
$238.61 - $264.3 $954 - $1.06K
2.23K $551K
ET
Energy Transfer LP

Energy
900
+ 1.42%
$17.11 - $18.16 $15.4K - $16.3K
64.4K $1.1M
CSCO
Cisco Systems, Inc.

Technology
2.47K
+ 0.98%
$66.2 - $71.79 $164K - $178K
254K $17.4M
SBUX
Starbucks Corp

Consumer Cyclical
6.28K
+ 5.19%
$81.9 - $96.86 $514K - $608K
127K $10.8M
HON
Honeywell International Inc

Industrials
1.74K
+ 3.4%
$207.7 - $240.4 $361K - $417K
52.8K $11.1M
UPS
United Parcel Service Inc

Industrials
12.1K
+ 10.75%
$82.58 - $105.54 $1M - $1.28M
125K $10.4M
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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