Stockman Wealth Management, Inc. Portfolio Holdings
Stockman Wealth Management, Inc.
- $654 Million
- Q1 2025
Stockman Wealth Management, Inc. has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $654 Million distributed in 166 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 $35.8M, Ishares Trust Ishares 1 5 Year with a value of $34M, Ishares Core Msci Intl Develop with a value of $28M, Ishares Tr with a value of $28M, and Apple Inc. with a value of $22.5M.
Examining the 13F form we can see an increase of $34M in the current position value, from $620M to 654M.
Below you can find more details about Stockman Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$654 Million
ETFs: $251 Million
Technology: $96.4 Million
Financial Services: $69.9 Million
Industrials: $46.6 Million
Consumer Cyclical: $45.3 Million
Energy: $40.9 Million
Healthcare: $40.3 Million
Consumer Defensive: $36.5 Million
Other: $23.2 Million