Stockman Wealth Management, Inc. Reduced Holdings in Q1 2025

Stockman Wealth Management, Inc.

  • $654 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-114K
- 25.02%
$102.49 - $119.96 $11.7M - $13.7M
342K $35.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-333K
- 98.18%
$42.5 - $46.71 $14.1M - $15.5M
6.18K $279K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-279K
- 30.04%
$51.52 - $52.37 $14.4M - $14.6M
649K $34M
LOW
Lowes Companies Inc

Consumer Cyclical
-28.1K
- 91.45%
$222.66 - $268.42 $6.26M - $7.55M
2.63K $613K
AMZN
Amazon Com Inc

Consumer Cyclical
-194
- 0.22%
$190.26 - $242.06 $36.9K - $47K
89.1K $17M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-41.6K
- 30.58%
$21.75 - $24.28 $904K - $1.01M
94.3K $2.07M
TSLA
Tesla, Inc.

Consumer Cyclical
-775
- 42.35%
$222.15 - $428.22 $172K - $332K
1.06K $273K
XLU
Utilities Sector Spdr

ETFs
-6.2K
- 60.7%
$74.7 - $80.27 $463K - $498K
4.02K $313K
IVV
Ishares Core S&P 500 ETF

ETFs
-365
- 4.37%
$554.06 - $615.85 $202K - $225K
7.99K $4.49M
FIBK
First Interstate Bancsystem Inc

Financial Services
-186
- 0.2%
$27.77 - $33.5 $5.17K - $6.23K
93.2K $2.67M
JPM
Jpmorgan Chase & CO

Financial Services
-2.93K
- 3.91%
$225.19 - $279.95 $660K - $821K
72.2K $17.7M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-10.1K
- 30.84%
$21.23 - $23.75 $215K - $241K
22.7K $487K
COST
Costco Wholesale Corp

Consumer Defensive
-306
- 11.05%
$890.62 - $1076.86 $273K - $330K
2.46K $2.33M
ORCL
Oracle Corp

Technology
-241
- 4.13%
$139.81 - $186.47 $33.7K - $44.9K
5.6K $782K
IDCC
Inter Digital, Inc.

Communication Services
-1.01K
- 50.27%
$171.68 - $225.72 $174K - $228K
1K $206K
XLP
Consumer Staples Sector Spdr

ETFs
-2.39K
- 5.13%
N/A
44.1K $3.35M
VB
Vanguard Small Cap ETF

ETFs
-589
- 28.2%
$217.89 - $252.64 $128K - $149K
1.5K $332K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-150
- 6.46%
$360.07 - $417.26 $54K - $62.6K
2.17K $782K
EMR
Emerson Electric CO

Industrials
-65
- 0.89%
$108.64 - $131.17 $7.06K - $8.53K
7.25K $794K
VTI
Vanguard Total Stock Market Et

ETFs
-14
- 0.23%
$271.18 - $303.12 $3.8K - $4.24K
6.19K $1.69M
IVW
Ishares S&P 500 Growth ETF

ETFs
-5
- 0.05%
$92.45 - $106.69 $462 - $533
10.7K $988K
IWM
Ishares Russell 2000 ETF

ETFs
-71
- 2.46%
$198.1 - $229.79 $14.1K - $16.3K
2.82K $561K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.53K
- 14.06%
$27.01 - $28.54 $68.3K - $72.1K
15.4K $425K
XLC
Select Sector Spdr Tr Communic

ETFs
-433
- 2.0%
$94.84 - $105.31 $41.1K - $45.6K
21.2K $2.03M
GBCI
Glacier Bancorp, Inc.

Financial Services
-15
- 0.17%
$43.81 - $52.23 $657 - $783
9.01K $398K
DIS
Walt Disney CO

Communication Services
-55
- 1.71%
$96.87 - $114.0 $5.33K - $6.27K
3.16K $311K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.78K
- 8.34%
N/A
19.6K $464K
AXP
American Express CO

Financial Services
-13
- 1.01%
$255.39 - $325.87 $3.32K - $4.24K
1.27K $341K
IWD
Ishares Russell 1000 Val ETF

ETFs
-85
- 5.4%
$182.82 - $196.21 $15.5K - $16.7K
1.49K $277K
COP
Conocophillips

Energy
-336
- 8.37%
$88.6 - $105.85 $29.8K - $35.6K
3.68K $386K
IVE
Ishares S&P 500 Value ETF

ETFs
-45
- 1.58%
$185.78 - $198.58 $8.36K - $8.94K
2.8K $533K
TXN
Texas Instruments Inc

Technology
-41
- 2.61%
N/A
1.53K $297K
VNQ
Vanguard Specialized Funds Van

ETFs
-109
- 3.04%
$85.55 - $94.34 $9.32K - $10.3K
3.48K $312K
CRH.L
Crh PLC

Basic Materials
-328
- 0.26%
N/A
124K $0
BMY
Bristol Myers Squibb CO

Healthcare
-200
- 5.19%
$53.9 - $63.11 $10.8K - $12.6K
3.66K $223K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-26
- 0.11%
$77.7 - $78.94 $2.02K - $2.05K
22.9K $1.81M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-15
- 0.23%
$58.01 - $64.46 $870 - $967
6.5K $406K
RTX
Raytheon Technologies Corp

Industrials
-10
- 0.49%
$114.1 - $135.66 $1.14K - $1.36K
2.02K $267K
XLF
Financial Sector Spdr

ETFs
-922
- 0.8%
$47.32 - $52.19 $43.6K - $48.1K
114K $5.63M
AZN
Astrazeneca PLC

Healthcare
-412
- 3.52%
$65.37 - $77.96 $26.9K - $32.1K
11.3K $828K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-15
- 0.64%
$208.48 - $244.03 $3.13K - $3.66K
2.35K $572K
ABT
Abbott Laboratories

Healthcare
-90
- 1.56%
$111.1 - $140.22 $10K - $12.6K
5.67K $752K
JNJ
Johnson & Johnson

Healthcare
-139
- 1.94%
$142.06 - $167.7 $19.7K - $23.3K
7.01K $1.16M
CSCO
Cisco Systems, Inc.

Technology
-3.48K
- 1.37%
$58.74 - $64.87 $204K - $226K
250K $15.5M
SBUX
Starbucks Corp

Consumer Cyclical
-1.95K
- 1.73%
$91.75 - $115.81 $179K - $226K
111K $10.9M
IBM
International Business Machines Corp

Technology
-4.95K
- 7.48%
$217.4 - $264.74 $1.08M - $1.31M
61.2K $15.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-195
- 0.51%
$442.66 - $534.52 $86.3K - $104K
37.9K $20.2M
Activity Summary
Buys All Purchases 86 New Holdings 11 Increased Positions 75 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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