Stockman Wealth Management, Inc. Purchases in Q3 2024

Stockman Wealth Management, Inc.

  • $623 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
195K
+ 30.0%
$51.02 - $52.74 $9.94M - $10.3M
844K $44.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
40.3K
+ 10.09%
$105.53 - $118.34 $4.25M - $4.77M
439K $51.4M
IDEV
Ishares Core Msci Intl Develop

ETFs
56.2K
+ 19.1%
$63.46 - $71.43 $3.57M - $4.01M
350K $24.8M
IBM
International Business Machines Corp

Technology
925
+ 1.29%
$175.1 - $223.38 $162K - $207K
72.7K $16.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
42.2K
+ 14.87%
$41.9 - $48.26 $1.77M - $2.03M
326K $15.6M
SBUX
Starbucks Corp

Consumer Cyclical
7.32K
+ 7.0%
$72.51 - $98.6 $531K - $722K
112K $10.9M
MBB
Ishares Tr

ETFs
27.7K
New
$90.85 - $96.66 $2.51M - $2.67M
27.7K $2.65M
AAPL
Apple Inc.

Technology
1.36K
+ 1.34%
$207.23 - $234.82 $281K - $319K
102K $23.9M
CAT
Caterpillar Inc

Industrials
965
+ 2.68%
$316.8 - $391.12 $306K - $377K
37K $14.5M
CSCO
Cisco Systems, Inc.

Technology
17.9K
+ 7.62%
$44.74 - $53.22 $803K - $955K
253K $13.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
333
+ 0.9%
$405.19 - $478.57 $135K - $159K
37.5K $17.3M
USB
Us Bancorp \De\

Financial Services
9.37K
+ 3.78%
$39.04 - $47.23 $366K - $442K
257K $11.8M
LOW
Lowes Companies Inc

Consumer Cyclical
1.24K
+ 4.25%
$213.3 - $270.78 $265K - $336K
30.5K $8.25M
MDT
Medtronic PLC

Healthcare
7.54K
+ 8.03%
$76.84 - $91.03 $579K - $686K
101K $9.13M
HD
Home Depot, Inc.

Consumer Cyclical
836
+ 4.31%
$333.64 - $405.2 $279K - $339K
20.2K $8.2M
PEP
Pepsico Inc

Consumer Defensive
5.17K
+ 8.82%
$161.9 - $179.3 $837K - $927K
63.8K $10.8M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
54.6K
+ 307.17%
$19.77 - $20.99 $1.08M - $1.15M
72.4K $1.51M
SYY
Sysco Corp

Consumer Defensive
6.29K
+ 6.98%
$69.16 - $78.98 $435K - $497K
96.5K $7.53M
NWE
Northwestern Corp

Utilities
6.7K
+ 6.9%
$48.68 - $57.27 $326K - $383K
104K $5.94M
PG
Procter & Gamble CO

Consumer Defensive
2.28K
+ 3.55%
$160.76 - $177.82 $367K - $406K
66.7K $11.5M
PFE
Pfizer Inc

Healthcare
22.2K
+ 8.02%
$27.7 - $31.39 $615K - $697K
299K $8.66M
XOM
Exxon Mobil Corp

Energy
6.04K
+ 6.82%
$109.72 - $119.0 $663K - $719K
94.6K $11.1M
VZ
Verizon Communications Inc

Communication Services
7.95K
+ 5.52%
$38.89 - $45.0 $309K - $358K
152K $6.82M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
33.7K
New
$19.78 - $23.53 $666K - $793K
33.7K $780K
COST
Costco Wholesale Corp

Consumer Defensive
100
+ 0.59%
$801.83 - $917.05 $80.2K - $91.7K
17.2K $15.2M
XLF
Financial Sector Spdr

ETFs
3.62K
+ 3.24%
$40.84 - $45.74 $148K - $165K
115K $5.22M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
26.1K
+ 19.97%
$19.11 - $20.18 $498K - $526K
157K $3.14M
XLY
Select Sector Spdr Consumer Di

ETFs
1.07K
+ 5.74%
$170.05 - $200.86 $181K - $214K
19.6K $3.93M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
17K
+ 14.24%
$21.7 - $22.6 $368K - $383K
136K $3.06M
XLI
Industrial Sector Spdr

ETFs
1.04K
+ 4.48%
$120.56 - $135.44 $125K - $141K
24.2K $3.28M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
15.7K
+ 10.9%
$21.22 - $22.22 $334K - $349K
160K $3.54M
XLV
Select Sector Spdr Fund Health

ETFs
1.25K
+ 4.54%
$143.3 - $157.24 $179K - $197K
28.8K $4.44M
HON
Honeywell International Inc

Industrials
3.27K
+ 7.74%
$196.73 - $220.21 $643K - $720K
45.5K $9.41M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
12.1K
+ 8.8%
$21.96 - $22.69 $267K - $275K
150K $3.4M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
13.4K
+ 12.71%
$22.55 - $23.1 $302K - $309K
119K $2.74M
BAC
Bank Of America Corp

Financial Services
8.1K
+ 3.43%
$36.65 - $44.13 $297K - $358K
244K $9.69M
CVX
Chevron Corp

Energy
5.77K
+ 9.67%
$137.88 - $161.97 $795K - $934K
65.5K $9.64M
FIBK
First Interstate Bancsystem Inc

Financial Services
5
+ 0.01%
$27.11 - $32.35 $136 - $162
95.5K $2.93M
ADP
Automatic Data Processing Inc

Industrials
920
New
$233.44 - $279.45 $215K - $257K
920 $254K
UNH
Unitedhealth Group Inc

Healthcare
387
New
$488.01 - $604.18 $189K - $234K
387 $226K
META
Meta Platforms, Inc.

Communication Services
395
New
$453.41 - $572.44 $179K - $226K
395 $226K
MO
Altria Group, Inc.

Consumer Defensive
4.34K
New
$45.95 - $54.71 $199K - $237K
4.34K $221K
GBCI
Glacier Bancorp, Inc.

Financial Services
3.71K
+ 61.61%
$36.29 - $47.47 $135K - $176K
9.74K $445K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
8.47K
+ 8.34%
$23.13 - $23.43 $196K - $198K
110K $2.58M
BMY
Bristol Myers Squibb CO

Healthcare
4.18K
New
$39.66 - $51.75 $166K - $216K
4.18K $216K
AWK
American Water Works Company, Inc.

Utilities
1.48K
New
$127.76 - $149.9 $189K - $222K
1.48K $216K
MMM
3 M CO

Industrials
1.5K
New
$99.69 - $139.42 $150K - $209K
1.5K $204K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
76
+ 1.55%
$475.2 - $527.7 $36.1K - $40.1K
4.99K $2.63M
TSLA
Tesla, Inc.

Consumer Cyclical
257
+ 15.88%
$191.76 - $263.26 $49.3K - $67.7K
1.88K $490K
Activity Summary
Buys All Purchases 87 New Holdings 9 Increased Positions 78 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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