Stockman Wealth Management, Inc. Portfolio Holdings
Stockman Wealth Management, Inc.
- $713 Million
- Q2 2025
Stockman Wealth Management, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $713 Million distributed in 173 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $39.8M, Ishares Core S&P Sm Cap ETF with a value of $38M, Ishares Trust Ishares 1 5 Year with a value of $33M, Ishares Core Msci Intl Develop with a value of $30.7M, and Microsoft Corp with a value of $26M.
Examining the 13F form we can see an increase of $59.9M in the current position value, from $654M to 713M.
Below you can find more details about Stockman Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$713 Million
ETFs: $279 Million
Technology: $116 Million
Financial Services: $72.4 Million
Industrials: $52.6 Million
Consumer Cyclical: $49.1 Million
Healthcare: $39.3 Million
Energy: $38 Million
Consumer Defensive: $36 Million
Other: $25.9 Million