Stockman Wealth Management, Inc. Incresed Positions in Q4 2024

Stockman Wealth Management, Inc.

  • $620 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
XLF
Financial Sector Spdr

ETFs
210
+ 0.18%
$44.89 - $51.34 $9.43K - $10.8K
115K $5.57M
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
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
12.4K
+ 8.27%
$22.1 - $22.59 $274K - $280K
163K $3.61M
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
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
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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