HoldingsChannel.com
Stockman Wealth Management Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SPDR SER TR (SPSB) 380,315 +76,037 $11,505
     SPSB380,315+76,037$11,505
MICROSOFT CORP 57,275 -3,108 $9,033
     MSFT57,275-3,108$9,033
APPLE INC 28,115 -1,206 $7,149
     AAPL28,115-1,206$7,149
MERCK & CO. INC 82,123 +1,029 $6,319
     MRK82,123+1,029$6,319
PROCTER & GAMBLE CO 56,453 -1,654 $6,210
     PG56,453-1,654$6,210
BERKSHIRE HATHAWAY INC DEL      $6,044
     BRK.B33,056-5,965$6,044
INTEL CORP 103,780 -5,186 $5,617
     INTC103,780-5,186$5,617
BRISTOL MYERS SQUIBB CO 95,887 -3,355 $5,345
     BMY95,887-3,355$5,345
AT&T INC 180,757 +2,090 $5,269
     T180,757+2,090$5,269
PFIZER INC 150,502 +2,513 $4,912
     PFE150,502+2,513$4,912
JPMORGAN CHASE & CO 53,455 +5,638 $4,813
     JPM53,455+5,638$4,813
ABBVIE INC 61,494 +1,240 $4,685
     ABBV61,494+1,240$4,685
VANGUARD SCOTTSDALE FDS (VCSH) 57,135 -2,480 $4,519
     VCSH57,135-2,480$4,519
CISCO SYS INC 109,777 +5,462 $4,315
     CSCO109,777+5,462$4,315
SYSCO CORP 93,504 +93,504 $4,267
     SYY93,504+93,504$4,267
UNITED TECHNOLOGIES CORP 43,872 -4,121 $4,138
     UTX43,872-4,121$4,138
EXXON MOBIL CORP 108,761 +20,101 $4,130
     XOM108,761+20,101$4,130
CHEVRON CORP NEW 55,733 +10,573 $4,038
     CVX55,733+10,573$4,038
INVESCO QQQ TR 20,707 +3,217 $3,943
     QQQ20,707+3,217$3,943
KRAFT HEINZ CO 147,328 +28,294 $3,645
     KHC147,328+28,294$3,645
AMERICAN EXPRESS CO 42,480 +2,555 $3,637
     AXP42,480+2,555$3,637
PHILLIPS 66 67,311 +22,989 $3,611
     PSX67,311+22,989$3,611
WALGREENS BOOTS ALLIANCE INC 76,795 +9,223 $3,513
     WBA76,795+9,223$3,513
GLAXOSMITHKLINE PLC 92,237 +2,161 $3,495
     GSK92,237+2,161$3,495
GENERAL ELECTRIC CO 429,547 +31,475 $3,411
     GE429,547+31,475$3,411
HONEYWELL INTL INC 25,445 +2,474 $3,404
     HON25,445+2,474$3,404
LOWES COS INC 38,493 +2,702 $3,312
     LOW38,493+2,702$3,312
NUVEEN MUN VALUE FD INC 328,539 +22,180 $3,207
     NUV328,539+22,180$3,207
SCHWAB STRATEGIC TR 142,840 +12,455 $2,955
     SCHE142,840+12,455$2,955
ANHEUSER BUSCH INBEV SA NV 65,800 +14,498 $2,903
     BUD65,800+14,498$2,903
HOME DEPOT INC 15,409 +182 $2,877
     HD15,409+182$2,877
CVS HEALTH CORP 47,254 +47,254 $2,804
     CVS47,254+47,254$2,804
SCHWAB STRATEGIC TR 45,464 +9,318 $2,785
     SCHX45,464+9,318$2,785
VANGUARD INDEX FDS (VTI) 20,618 +101 $2,658
     VTI20,618+101$2,658
UNILEVER N V 51,832 +3,409 $2,529
     UN51,832+3,409$2,529
ORACLE CORP 48,463 -252 $2,342
     ORCL48,463-252$2,342
SCHWAB STRATEGIC TR 51,689 -3,075 $2,325
     SCHD51,689-3,075$2,325
SCHWAB CHARLES CORP 68,933 +4,804 $2,318
     SCHW68,933+4,804$2,318
PEPSICO INC 16,429 -803 $1,973
     PEP16,429-803$1,973
OCCIDENTAL PETE CORP 158,407 +58,933 $1,834
     OXY158,407+58,933$1,834
VANGUARD INDEX FDS (VOO) 7,632 +710 $1,807
     VOO7,632+710$1,807
SCHWAB STRATEGIC TR 40,608 -1,658 $1,712
     SCHM40,608-1,658$1,712
INVESCO EXCHANGE TRADED FD T (RSP) 19,906 -2,261 $1,673
     RSP19,906-2,261$1,673
SCHWAB STRATEGIC TR 26,792 +4,305 $1,619
     SCHB26,792+4,305$1,619
VANGUARD INTL EQUITY INDEX F (VWO) 45,406 +7,290 $1,523
     VWO45,406+7,290$1,523
JOHNSON & JOHNSON 11,550 -829 $1,515
     JNJ11,550-829$1,515
ISHARES TR (IGSB) 27,434 +2,647 $1,436
     IGSB27,434+2,647$1,436
US BANCORP DEL 40,113 +2,157 $1,382
     USB40,113+2,157$1,382
PIMCO DYNAMIC CR & MTG INC F 82,125 -4,092 $1,381
     PCI82,125-4,092$1,381
ISHARES TR (IVV) 5,060 -80 $1,308
     IVV5,060-80$1,308

See Full List: All Stocks Held By Stockman Wealth Management Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Stockman Wealth Management Inc.

Size ($ in 1000's)
At 03/31/2020: $225,466
At 12/31/2019: $281,625

Stockman Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Stockman Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings

Stockman Wealth Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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