Stockman Wealth Management, Inc. Portfolio Holdings
Stockman Wealth Management, Inc.
- $554 Million
- Q2 2024
Stockman Wealth Management, Inc. has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $554 Million distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Sm Cap ETF with a value of $42.6M, Ishares Trust Ishares 1 5 Year with a value of $33.3M, Microsoft Corp with a value of $21.9M, Apple Inc. with a value of $21.3M, and Ishares Core Msci Intl Develop with a value of $19.3M.
Examining the 13F form we can see an increase of $6.55M in the current position value, from $547M to 554M.
Below you can find more details about Stockman Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$554 Million
ETFs: $186 Million
Technology: $87.7 Million
Financial Services: $59.9 Million
Consumer Defensive: $42.9 Million
Consumer Cyclical: $40.4 Million
Healthcare: $39.5 Million
Energy: $34.1 Million
Industrials: $32.4 Million
Other: $27.7 Million