Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (IJR) | 377,213 | +25,872 | $41,690 |
IJR | 377,213 | +25,872 | $41,690 |
ISHARES TR (IGSB) | 505,663 | +109,974 | $25,930 |
IGSB | 505,663 | +109,974 | $25,930 |
MICROSOFT CORP | 48,784 | -3,257 | $20,525 |
MSFT | 48,784 | -3,257 | $20,525 |
ISHARES TR (IDEV) | 279,908 | +16,162 | $18,790 |
IDEV | 279,908 | +16,162 | $18,790 |
APPLE INC | 99,251 | +9 | $17,019 |
AAPL | 99,251 | +9 | $17,019 |
AMAZON COM INC | 89,318 | -5,101 | $16,111 |
AMZN | 89,318 | -5,101 | $16,111 |
JPMORGAN CHASE & CO | 77,956 | -3,957 | $15,615 |
JPM | 77,956 | -3,957 | $15,615 |
BERKSHIRE HATHAWAY INC DEL | $15,550 | ||
BRK.B | 36,978 | -1,180 | $15,550 |
MERCK & CO INC | 109,044 | -1,943 | $14,388 |
MRK | 109,044 | -1,943 | $14,388 |
ASML HOLDING N V | 14,609 | -471 | $14,178 |
ASML | 14,609 | -471 | $14,178 |
INTERNATIONAL BUSINESS MACHS | 72,878 | -4,226 | $13,917 |
IBM | 72,878 | -4,226 | $13,917 |
CATERPILLAR INC | 36,446 | -2,320 | $13,355 |
CAT | 36,446 | -2,320 | $13,355 |
COSTCO WHSL CORP NEW | 17,631 | -499 | $12,917 |
COST | 17,631 | -499 | $12,917 |
VANGUARD INTL EQUITY INDEX F (VWO) | 268,434 | +30,066 | $11,212 |
VWO | 268,434 | +30,066 | $11,212 |
CISCO SYS INC | 221,075 | +5,753 | $11,034 |
CSCO | 221,075 | +5,753 | $11,034 |
CRH PLC | 127,117 | -5,035 | $10,965 |
CRH | 127,117 | -5,035 | $10,965 |
US BANCORP DEL | 240,881 | -2,797 | $10,767 |
USB | 240,881 | -2,797 | $10,767 |
PROCTER AND GAMBLE CO | 63,404 | -75 | $10,287 |
PG | 63,404 | -75 | $10,287 |
EXXON MOBIL CORP | 86,297 | +2,586 | $10,031 |
XOM | 86,297 | +2,586 | $10,031 |
PEPSICO INC | 56,191 | +3,043 | $9,834 |
PEP | 56,191 | +3,043 | $9,834 |
ALPHABET INC | 65,105 | +1,868 | $9,826 |
GOOGL | 65,105 | +1,868 | $9,826 |
CHEVRON CORP NEW | 58,554 | +1,751 | $9,236 |
CVX | 58,554 | +1,751 | $9,236 |
BANK AMERICA CORP | 236,881 | +715 | $8,983 |
BAC | 236,881 | +715 | $8,983 |
SCHLUMBERGER LTD | 158,822 | +6,549 | $8,705 |
SLB | 158,822 | +6,549 | $8,705 |
HONEYWELL INTL INC | 41,183 | +969 | $8,453 |
HON | 41,183 | +969 | $8,453 |
FORD MTR CO DEL | 630,510 | +16,121 | $8,373 |
F | 630,510 | +16,121 | $8,373 |
GSK PLC | 191,132 | +2,207 | $8,194 |
GSK | 191,132 | +2,207 | $8,194 |
LOCKHEED MARTIN CORP | 17,099 | +500 | $7,778 |
LMT | 17,099 | +500 | $7,778 |
MEDTRONIC PLC | 88,927 | +88,927 | $7,750 |
MDT | 88,927 | +88,927 | $7,750 |
NVIDIA CORPORATION | 8,326 | +3,250 | $7,523 |
NVDA | 8,326 | +3,250 | $7,523 |
HOME DEPOT INC | 19,127 | -148 | $7,337 |
HD | 19,127 | -148 | $7,337 |
PFIZER INC | 260,087 | +39,327 | $7,217 |
PFE | 260,087 | +39,327 | $7,217 |
LOWES COS INC | 28,077 | +15 | $7,152 |
LOW | 28,077 | +15 | $7,152 |
SYSCO CORP | 84,641 | +1,902 | $6,871 |
SYY | 84,641 | +1,902 | $6,871 |
SELECT SECTOR SPDR TR (XLK) | 32,462 | +1,103 | $6,761 |
XLK | 32,462 | +1,103 | $6,761 |
SUPER MICRO COMPUTER INC | 6,351 | +6,351 | $6,415 |
SMCI | 6,351 | +6,351 | $6,415 |
VERIZON COMMUNICATIONS INC | 148,048 | +4,220 | $6,212 |
VZ | 148,048 | +4,220 | $6,212 |
NORTHWESTERN ENERGY GROUP IN | 93,556 | +7,720 | $4,765 |
NWE | 93,556 | +7,720 | $4,765 |
SELECT SECTOR SPDR TR (XLF) | 112,083 | +6,188 | $4,721 |
XLF | 112,083 | +6,188 | $4,721 |
ISHARES TR (IVV) | 8,835 | -325 | $4,645 |
IVV | 8,835 | -325 | $4,645 |
SELECT SECTOR SPDR TR (XLV) | 26,893 | +1,679 | $3,973 |
XLV | 26,893 | +1,679 | $3,973 |
SELECT SECTOR SPDR TR (XLP) | 48,261 | +4,486 | $3,685 |
XLP | 48,261 | +4,486 | $3,685 |
SELECT SECTOR SPDR TR (XLY) | 18,347 | +1,263 | $3,374 |
XLY | 18,347 | +1,263 | $3,374 |
SELECT SECTOR SPDR TR (XLI) | 23,132 | +1,536 | $2,914 |
XLI | 23,132 | +1,536 | $2,914 |
ISHARES TR (IBTH) | 124,744 | +16,476 | $2,764 |
IBTH | 124,744 | +16,476 | $2,764 |
ISHARES TR (IBTJ) | 125,276 | +23,929 | $2,693 |
IBTJ | 125,276 | +23,929 | $2,693 |
SELECT SECTOR SPDR TR (XLE) | 28,381 | +3,363 | $2,679 |
XLE | 28,381 | +3,363 | $2,679 |
FIRST INTST BANCSYSTEM INC | 95,714 | -469 | $2,604 |
FIBK | 95,714 | -469 | $2,604 |
VANGUARD INDEX FDS (VOO) | 4,809 | +119 | $2,312 |
VOO | 4,809 | +119 | $2,312 |
ISHARES TR (IBTI) | 100,558 | +22,882 | $2,206 |
IBTI | 100,558 | +22,882 | $2,206 |
ISHARES TR (IBTF) | 93,694 | +10,068 | $2,177 |
IBTF | 93,694 | +10,068 | $2,177 |
ISHARES TR (IBTK) | 109,356 | +26,436 | $2,124 |
IBTK | 109,356 | +26,436 | $2,124 |
ISHARES TR (IBTG) | 92,329 | +16,574 | $2,097 |
IBTG | 92,329 | +16,574 | $2,097 |
ISHARES TR (IBTE) | 83,176 | +10,139 | $1,991 |
IBTE | 83,176 | +10,139 | $1,991 |
ISHARES TR (AGG) | 19,232 | +980 | $1,884 |
AGG | 19,232 | +980 | $1,884 |
VANGUARD INDEX FDS (VTI) | 7,156 | -2,015 | $1,860 |
VTI | 7,156 | -2,015 | $1,860 |
ELI LILLY & CO | 2,330 | +76 | $1,813 |
LLY | 2,330 | +76 | $1,813 |
SELECT SECTOR SPDR TR (XLC) | 21,939 | +930 | $1,792 |
XLC | 21,939 | +930 | $1,792 |
SCHWAB STRATEGIC TR | 28,847 | -1,117 | $1,790 |
SCHX | 28,847 | -1,117 | $1,790 |
VANGUARD SCOTTSDALE FDS (VCSH) | 22,940 | UNCH | $1,773 |
VCSH | 22,940 | UNCH | $1,773 |
USA COMPRESSION PARTNERS LP | 56,001 | -1,000 | $1,494 |
USAC | 56,001 | -1,000 | $1,494 |
ENERGY TRANSFER L P | 86,916 | UNCH | $1,367 |
ET | 86,916 | UNCH | $1,367 |
JOHNSON & JOHNSON | 7,885 | -626 | $1,247 |
JNJ | 7,885 | -626 | $1,247 |
ISHARES TR (IJH) | 20,230 | +16,029 | $1,229 |
IJH | 20,230 | +16,029 | $1,229 |
ALPHABET INC | 7,959 | +24 | $1,212 |
GOOG | 7,959 | +24 | $1,212 |
QUALCOMM INC | 6,594 | -170 | $1,116 |
QCOM | 6,594 | -170 | $1,116 |
ISHARES TR (EFA) | 13,964 | +220 | $1,115 |
EFA | 13,964 | +220 | $1,115 |
SCHWAB STRATEGIC TR | 21,240 | UNCH | $977 |
SCHZ | 21,240 | UNCH | $977 |
ENTERPRISE PRODS PARTNERS L | 33,265 | +900 | $971 |
EPD | 33,265 | +900 | $971 |
EMERSON ELEC CO | 7,943 | -265 | $901 |
EMR | 7,943 | -265 | $901 |
ISHARES TR (IVW) | 10,466 | UNCH | $884 |
IVW | 10,466 | UNCH | $884 |
SELECT SECTOR SPDR TR (XLB) | 9,400 | +1,224 | $873 |
XLB | 9,400 | +1,224 | $873 |
ASTRAZENECA PLC | 12,728 | +128 | $862 |
AZN | 12,728 | +128 | $862 |
ONEOK INC NEW | 10,605 | +5 | $850 |
OKE | 10,605 | +5 | $850 |
SCHWAB STRATEGIC TR | 13,501 | -729 | $824 |
SCHB | 13,501 | -729 | $824 |
FIRST TR EXCHANGE TRADED FD (LMBS) | 16,906 | -6,178 | $816 |
LMBS | 16,906 | -6,178 | $816 |
ISHARES TR (IWF) | 2,366 | -484 | $797 |
IWF | 2,366 | -484 | $797 |
HEARTLAND FINL USA INC | 21,895 | +21,895 | $770 |
HTLF | 21,895 | +21,895 | $770 |
ORACLE CORP | 6,100 | -29 | $766 |
ORCL | 6,100 | -29 | $766 |
ABBOTT LABS | 6,359 | -179 | $723 |
ABT | 6,359 | -179 | $723 |
LIBERTY ALL STAR EQUITY FD | 99,563 | UNCH | $712 |
USA | 99,563 | UNCH | $712 |
ISHARES TR (IBDR) | 28,947 | -2,465 | $690 |
IBDR | 28,947 | -2,465 | $690 |
VANGUARD INDEX FDS (VB) | 2,988 | UNCH | $683 |
VB | 2,988 | UNCH | $683 |
AMPHENOL CORP NEW | 5,903 | +3 | $681 |
APH | 5,903 | +3 | $681 |
SELECT SECTOR SPDR TR (XLU) | 10,271 | +1,056 | $674 |
XLU | 10,271 | +1,056 | $674 |
VISA INC | 2,307 | +46 | $644 |
V | 2,307 | +46 | $644 |
ANTERO MIDSTREAM CORP | 45,000 | UNCH | $633 |
AM | 45,000 | UNCH | $633 |
FIRST TR EXCH TRADED FD III (FPE) | 35,716 | +62 | $619 |
FPE | 35,716 | +62 | $619 |
VANGUARD INDEX FDS (VO) | 2,462 | +38 | $615 |
VO | 2,462 | +38 | $615 |
MCDONALDS CORP | 2,174 | -93 | $613 |
MCD | 2,174 | -93 | $613 |
BOOKING HOLDINGS INC | 166 | UNCH | $602 |
BKNG | 166 | UNCH | $602 |
DUKE ENERGY CORP NEW | 5,916 | +16 | $572 |
DUK | 5,916 | +16 | $572 |
ABRDN WORLD HEALTHCARE FUND (THW) | 42,609 | UNCH | $564 |
THW | 42,609 | UNCH | $564 |
ISHARES TR (IWM) | 2,654 | +31 | $558 |
IWM | 2,654 | +31 | $558 |
COCA COLA CO | 9,013 | -598 | $551 |
KO | 9,013 | -598 | $551 |
WASTE MGMT INC DEL | 2,540 | -22 | $541 |
WM | 2,540 | -22 | $541 |
VANGUARD BD INDEX FDS (BSV) | 6,933 | +727 | $532 |
BSV | 6,933 | +727 | $532 |
CONOCOPHILLIPS | 4,174 | +4 | $531 |
COP | 4,174 | +4 | $531 |
ISHARES TR (IBDT) | 21,026 | -1,859 | $524 |
IBDT | 21,026 | -1,859 | $524 |
ISHARES TR (IVE) | 2,800 | UNCH | $523 |
IVE | 2,800 | UNCH | $523 |
ABBVIE INC | 2,867 | +112 | $522 |
ABBV | 2,867 | +112 | $522 |
VANGUARD BD INDEX FDS (BIV) | 6,626 | +966 | $500 |
BIV | 6,626 | +966 | $500 |
SCHWAB STRATEGIC TR | 6,134 | -395 | $495 |
SCHD | 6,134 | -395 | $495 |
MARSH & MCLENNAN COS INC | 2,371 | -139 | $488 |
MMC | 2,371 | -139 | $488 |
PHILLIPS 66 | 2,977 | -171 | $486 |
PSX | 2,977 | -171 | $486 |
J P MORGAN EXCHANGE TRADED F (JEPI) | 8,346 | +1,318 | $483 |
JEPI | 8,346 | +1,318 | $483 |
KIMBELL RTY PARTNERS LP | 31,000 | UNCH | $481 |
KRP | 31,000 | UNCH | $481 |
DANAHER CORPORATION | 1,917 | +7 | $479 |
DHR | 1,917 | +7 | $479 |
STRYKER CORPORATION | 1,332 | +2 | $477 |
SYK | 1,332 | +2 | $477 |
SCHWAB STRATEGIC TR | 12,100 | UNCH | $472 |
SCHF | 12,100 | UNCH | $472 |
BROADCOM INC | 350 | +32 | $464 |
AVGO | 350 | +32 | $464 |
PROGRESSIVE CORP | 2,231 | +1 | $461 |
PGR | 2,231 | +1 | $461 |
DISNEY WALT CO | 3,682 | -169 | $451 |
DIS | 3,682 | -169 | $451 |
EAGLE BANCORP MONT INC | 34,803 | UNCH | $447 |
EBMT | 34,803 | UNCH | $447 |
RITHM CAPITAL CORP | 40,000 | UNCH | $446 |
RITM | 40,000 | UNCH | $446 |
NUVEEN NEW YORK AMT QLT MUNI | 40,862 | UNCH | $444 |
NRK | 40,862 | UNCH | $444 |
TARGET CORP | 2,464 | -220 | $437 |
TGT | 2,464 | -220 | $437 |
TRAVELERS COMPANIES INC | 1,869 | +7 | $430 |
TRV | 1,869 | +7 | $430 |
INVESCO QQQ TR | 945 | -55 | $420 |
QQQ | 945 | -55 | $420 |
ADVANCED MICRO DEVICES INC | 2,319 | +23 | $419 |
AMD | 2,319 | +23 | $419 |
SCHWAB STRATEGIC TR | 8,458 | +76 | $416 |
SCHA | 8,458 | +76 | $416 |
STARWOOD PPTY TR INC | 20,300 | UNCH | $413 |
STWD | 20,300 | UNCH | $413 |
ABRDN HEALTHCARE INVESTORS | 23,709 | +1,765 | $400 |
HQH | 23,709 | +1,765 | $400 |
VANGUARD STAR FDS (VXUS) | 6,613 | +6,613 | $399 |
VXUS | 6,613 | +6,613 | $399 |
VANGUARD INDEX FDS (VUG) | 1,140 | +261 | $392 |
VUG | 1,140 | +261 | $392 |
WILLIAMS COS INC | 10,012 | +12 | $390 |
WMB | 10,012 | +12 | $390 |
BECTON DICKINSON & CO | 1,540 | UNCH | $381 |
BDX | 1,540 | UNCH | $381 |
TESLA INC | 2,148 | -77 | $378 |
TSLA | 2,148 | -77 | $378 |
TAIWAN SEMICONDUCTOR MFG LTD | 2,777 | +317 | $378 |
TSM | 2,777 | +317 | $378 |
PACKAGING CORP AMER | 1,900 | UNCH | $361 |
PKG | 1,900 | UNCH | $361 |
SELECT SECTOR SPDR TR (XLRE) | 8,710 | +128 | $344 |
XLRE | 8,710 | +128 | $344 |
INTERDIGITAL INC | 3,221 | -79 | $343 |
IDCC | 3,221 | -79 | $343 |
SCHWAB STRATEGIC TR | 4,121 | UNCH | $336 |
SCHM | 4,121 | UNCH | $336 |
COLUMBIA BKG SYS INC | 16,000 | -500 | $310 |
COLB | 16,000 | -500 | $310 |
BOEING CO | 1,585 | +22 | $306 |
BA | 1,585 | +22 | $306 |
BRITISH AMERN TOB PLC | 10,018 | +18 | $306 |
BTI | 10,018 | +18 | $306 |
VANGUARD INDEX FDS (VNQ) | 3,432 | UNCH | $297 |
VNQ | 3,432 | UNCH | $297 |
FEDEX CORP | 1,015 | UNCH | $294 |
FDX | 1,015 | UNCH | $294 |
CVS HEALTH CORP | 3,674 | -93,408 | $293 |
CVS | 3,674 | -93,408 | $293 |
AMERICAN EXPRESS CO | 1,276 | +6 | $291 |
AXP | 1,276 | +6 | $291 |
SHERWIN WILLIAMS CO | 827 | +2 | $287 |
SHW | 827 | +2 | $287 |
UNION PAC CORP | 1,167 | +53 | $287 |
UNP | 1,167 | +53 | $287 |
EATON VANCE TAX MANAGED GLOB | 34,679 | +4,679 | $283 |
EXG | 34,679 | +4,679 | $283 |
BRISTOL MYERS SQUIBB CO | 5,199 | -276 | $282 |
BMY | 5,199 | -276 | $282 |
ISHARES TR (IWD) | 1,575 | -100 | $282 |
IWD | 1,575 | -100 | $282 |
WELLS FARGO CO NEW | 4,864 | +175 | $282 |
WFC | 4,864 | +175 | $282 |
THERMO FISHER SCIENTIFIC INC | 480 | -12 | $279 |
TMO | 480 | -12 | $279 |
PAYCHEX INC | 2,251 | +3 | $276 |
PAYX | 2,251 | +3 | $276 |
TEXAS INSTRS INC | 1,551 | -14 | $270 |
TXN | 1,551 | -14 | $270 |
ZOETIS INC | 1,591 | +6 | $269 |
ZTS | 1,591 | +6 | $269 |
ELLINGTON FINANCIAL INC | 22,500 | UNCH | $266 |
EFC | 22,500 | UNCH | $266 |
SCHWAB CHARLES CORP | 3,661 | +15 | $265 |
SCHW | 3,661 | +15 | $265 |
ILLINOIS TOOL WKS INC | 983 | +3 | $264 |
ITW | 983 | +3 | $264 |
ISHARES TR (ICLN) | 18,255 | +411 | $255 |
ICLN | 18,255 | +411 | $255 |
APPLIED MATLS INC | 1,209 | +1,209 | $249 |
AMAT | 1,209 | +1,209 | $249 |
ISHARES TR (IBMM) | 9,266 | -1,063 | $240 |
IBMM | 9,266 | -1,063 | $240 |
VALERO ENERGY CORP | 1,402 | +1,402 | $239 |
VLO | 1,402 | +1,402 | $239 |
HF SINCLAIR CORP | 3,950 | +2 | $238 |
DINO | 3,950 | +2 | $238 |
CONSTELLATION BRANDS INC | 865 | +15 | $235 |
STZ | 865 | +15 | $235 |
REALTY INCOME CORP | 4,334 | +46 | $234 |
O | 4,334 | +46 | $234 |
GENERAL MLS INC | 3,312 | -103 | $232 |
GIS | 3,312 | -103 | $232 |
LADDER CAP CORP | 20,168 | UNCH | $224 |
LADR | 20,168 | UNCH | $224 |
GLOBAL X FDS | 5,400 | +162 | $220 |
XYLD | 5,400 | +162 | $220 |
ISHARES TR (SHV) | 1,971 | +1,971 | $218 |
SHV | 1,971 | +1,971 | $218 |
ISHARES TR (IBDP) | 8,655 | -2,156 | $217 |
IBDP | 8,655 | -2,156 | $217 |
GENERAL ELECTRIC CO | 1,225 | +1,225 | $215 |
GE | 1,225 | +1,225 | $215 |
INTEL CORP | 4,800 | +174 | $212 |
INTC | 4,800 | +174 | $212 |
NEXTERA ENERGY INC | 3,321 | -611 | $212 |
NEE | 3,321 | -611 | $212 |
VANGUARD SPECIALIZED FUNDS (VIG) | 1,164 | +1,164 | $212 |
VIG | 1,164 | +1,164 | $212 |
BLACKROCK SCIENCE & TECHNOLO | 10,865 | +375 | $211 |
BSTZ | 10,865 | +375 | $211 |
EATON VANCE ENHANCED EQUITY | 10,000 | UNCH | $202 |
EOS | 10,000 | UNCH | $202 |
AUTOMATIC DATA PROCESSING IN | 805 | -77 | $201 |
ADP | 805 | -77 | $201 |
EATON VANCE ENHANCED EQUITY | 11,000 | UNCH | $201 |
EOI | 11,000 | UNCH | $201 |
UMH PPTYS INC | 10,750 | UNCH | $175 |
UMH | 10,750 | UNCH | $175 |
BLACKROCK HEALTH SCIENCES TE | 10,300 | UNCH | $169 |
BMEZ | 10,300 | UNCH | $169 |
BLACKROCK RES & COMMODITIES | 15,000 | UNCH | $136 |
BCX | 15,000 | UNCH | $136 |
TPG RE FIN TR INC | 12,300 | UNCH | $95 |
TRTX | 12,300 | UNCH | $95 |
COMPUGEN LTD | 21,000 | UNCH | $54 |
CGEN | 21,000 | UNCH | $54 |
TELADOC HEALTH INC | 30,000 | +0 | $25 |
NOTE 1 | 30,000 | UNCH | $25 |
GLACIER BANCORP INC NEW | $0 (exited) | ||
GBCI | 0 | -4,885 | $0 |
NIKE INC | $0 (exited) | ||
NKE | 0 | -2,223 | $0 |
PIMCO DYNAMIC INCOME OPRNTS | $0 (exited) | ||
PDO | 0 | -11,990 | $0 |
INVESCO EXCH TRADED FD TR II | $0 (exited) | ||
QQQM | 0 | -1,297 | $0 |
SPDR S&P 500 ETF TR | $0 (exited) | ||
SPY | 0 | -706 | $0 |
AT&T INC | 0 | -11,019 | $0 (exited) |
T | 0 | -11,019 | $0 |
See Summary: Stockman Wealth Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Stockman Wealth Management Inc.
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
MDT | +88,927 | +$7,750 |
SMCI | +6,351 | +$6,415 |
HTLF | +21,895 | +$770 |
VXUS | +6,613 | +$399 |
AMAT | +1,209 | +$249 |
VLO | +1,402 | +$239 |
SHV | +1,971 | +$218 |
GE | +1,225 | +$215 |
VIG | +1,164 | +$212 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
SPY | -706 | -$336 |
NKE | -2,223 | -$241 |
QQQM | -1,297 | -$219 |
GBCI | -4,885 | -$202 |
T | -11,019 | -$185 |
PDO | -11,990 | -$147 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
IGSB | +109,974 | +$5,641 |
PFE | +39,327 | +$861 |
VWO | +30,066 | +$1,415 |
IBTK | +26,436 | +$489 |
IJR | +25,872 | +$3,657 |
IBTJ | +23,929 | +$486 |
IBTI | +22,882 | +$480 |
IBTG | +16,574 | +$366 |
IBTH | +16,476 | +$340 |
IDEV | +16,162 | +$2,000 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
CVS | -93,408 | -$7,373 |
LMBS | -6,178 | -$299 |
AMZN | -5,101 | +$1,765 |
CRH | -5,035 | +$1,825 |
IBM | -4,226 | +$1,307 |
JPM | -3,957 | +$1,682 |
MSFT | -3,257 | +$955 |
USB | -2,797 | +$221 |
IBDR | -2,465 | -$61 |
Size ($ in 1000's)
At 03/31/2024: $566,436 At 12/31/2023: $501,275 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 |