Stockman Wealth Management, Inc. Portfolio Holdings
Stockman Wealth Management, Inc.
- $620 Million
- Q4 2024
Stockman Wealth Management, Inc. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $620 Million distributed in 165 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 $52.6M, Ishares Trust Ishares 1 5 Year with a value of $47.9M, Apple Inc. with a value of $25.4M, Ishares Core Msci Intl Develop with a value of $23.9M, and Microsoft Corp with a value of $21.3M.
Examining the 13F form we can see an decrease of $3.07M in the current position value, from $623M to 620M.
Below you can find more details about Stockman Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$620 Million
ETFs: $227 Million
Technology: $92.7 Million
Financial Services: $68.3 Million
Consumer Cyclical: $48.3 Million
Industrials: $46.6 Million
Healthcare: $35.7 Million
Energy: $34.2 Million
Consumer Defensive: $33.4 Million
Other: $29.7 Million