Stockman Wealth Management, Inc. Incresed Positions in Q3 2024

Stockman Wealth Management, Inc.

  • $623 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
124
+ 0.61%
$96.25 - $101.98 $11.9K - $12.6K
20.6K $2.08M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.32K
+ 11.47%
$24.62 - $25.59 $57.2K - $59.4K
22.6K $576K
NEE
Nextera Energy Inc

Utilities
271
+ 9.02%
$69.9 - $84.97 $18.9K - $23K
3.28K $277K
PKG
Packaging Corp Of America

Consumer Cyclical
6
+ 0.32%
$176.32 - $215.7 $1.06K - $1.29K
1.91K $410K
O
Realty Income Corp

Real Estate
267
+ 7.02%
$52.36 - $63.42 $14K - $16.9K
4.07K $258K
IWM
Ishares Russell 2000 ETF

ETFs
45
+ 1.71%
$200.87 - $224.6 $9.04K - $10.1K
2.68K $591K
ZTS
Zoetis Inc.

Healthcare
94
+ 5.56%
$172.58 - $196.48 $16.2K - $18.5K
1.79K $348K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
390
+ 3.04%
$36.98 - $41.55 $14.4K - $16.2K
13.2K $543K
SCHA
Schwab Strategic Tr Us Small C

ETFs
215
+ 2.31%
$46.9 - $51.96 $10.1K - $11.2K
9.52K $490K
GE
General Electric CO

Industrials
5
+ 0.39%
$156.66 - $189.66 $783 - $948
1.27K $239K
ITW
Illinois Tool Works Inc

Industrials
3
+ 0.31%
$233.14 - $263.97 $699 - $792
986 $258K
UNP
Union Pacific Corp

Industrials
12
+ 1.03%
$221.78 - $256.09 $2.66K - $3.07K
1.18K $290K
VUG
Vanguard Growth ETF

ETFs
27
+ 2.33%
$341.08 - $391.94 $9.21K - $10.6K
1.19K $454K
EPD
Enterprise Products Partners L.P.

Energy
600
+ 2.43%
$27.88 - $30.0 $16.7K - $18K
25.3K $737K
BDX
Becton Dickinson & CO

Healthcare
9
+ 0.58%
$221.47 - $242.41 $1.99K - $2.18K
1.55K $373K
XYLD
Global X Fds S&P 500 Covered C

ETFs
180
+ 3.28%
$38.49 - $41.61 $6.93K - $7.49K
5.67K $235K
CRH.L
Crh PLC

Basic Materials
1.15K
+ 0.92%
N/A
125K $0
Gsk PLC
15K
+ 7.72%
N/A
210K $0
COP
Conocophillips

Energy
8
+ 0.21%
$102.3 - $116.61 $818 - $933
3.89K $409K
GOOG
Alphabet Inc.

Communication Services
7
+ 0.09%
$149.54 - $192.66 $1.05K - $1.35K
7.97K $1.33M
AMZN
Amazon Com Inc

Consumer Cyclical
2.45K
+ 2.82%
$161.02 - $200.0 $395K - $491K
89.4K $16.7M
QCOM
Qualcomm Inc

Technology
230
+ 3.54%
$156.12 - $209.64 $35.9K - $48.2K
6.72K $1.14M
AVGO
Broadcom Inc.

Technology
1.18K
+ 340.92%
$136.27 - $1745.86 $161K - $2.07M
1.53K $263K
MRK
Merck & Co., Inc.

Healthcare
6.38K
+ 5.82%
$111.15 - $128.97 $709K - $822K
116K $13.2M
MSFT
Microsoft Corp

Technology
897
+ 1.83%
$395.15 - $467.56 $354K - $419K
50K $21.5M
GOOGL
Alphabet Inc.

Communication Services
3.54K
+ 5.45%
$148.65 - $191.18 $527K - $677K
68.6K $11.4M
ASML
Asml Holding Nv

Technology
1.03K
+ 7.2%
$749.82 - $1098.95 $774K - $1.13M
15.4K $12.8M
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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