Stockman Wealth Management, Inc. Incresed Positions in Q1 2025

Stockman Wealth Management, Inc.

  • $654 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
330K
+ 1896.54%
$57.21 - $65.8 $18.9M - $21.7M
348K $20.3M
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
MDT
Medtronic PLC

Healthcare
7.97K
+ 7.52%
$79.84 - $94.5 $636K - $753K
114K $10.2M
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
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
LMT
Lockheed Martin Corp

Industrials
2.13K
+ 11.51%
$423.19 - $506.29 $900K - $1.08M
20.6K $9.21M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.3K
+ 9.32%
$74.85 - $84.89 $97.3K - $110K
15.2K $1.25M
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
WM
Waste Management Inc

Industrials
13
+ 0.8%
$200.54 - $233.78 $2.61K - $3.04K
1.63K $377K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
265
+ 0.95%
$18.36 - $20.51 $4.87K - $5.44K
28.1K $561K
XLK
Technology Sector Spdr

ETFs
4.3K
+ 13.32%
$206.38 - $242.18 $887K - $1.04M
36.6K $7.55M
MO
Altria Group, Inc.

Consumer Defensive
77
+ 1.89%
$50.81 - $60.02 $3.91K - $4.62K
4.16K $249K
PSX
Phillips 66

Energy
50
+ 1.83%
$113.93 - $131.55 $5.7K - $6.58K
2.79K $344K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
232
+ 3.27%
$73.78 - $76.59 $17.1K - $17.8K
7.32K $559K
VIG
Vanguard Dividend Appreciation

ETFs
149
+ 9.04%
N/A
1.8K $327K
SYK
Stryker Corp

Healthcare
28
+ 2.11%
$355.18 - $399.9 $9.95K - $11.2K
1.35K $503K
NEE
Nextera Energy Inc

Utilities
351
+ 11.38%
$66.96 - $76.16 $23.5K - $26.7K
3.44K $243K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.66K
+ 14.31%
$23.16 - $27.04 $61.5K - $71.8K
21.2K $498K
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
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