The Analysis of Stockman Wealth Management, Inc.'s Holdings

Currently, Stockman Wealth Management, Inc. holds 175 types of securities in its portfolio with a total value $805.8M. In the most recent quarter, they have increased their positions in MBB (+69.6K shares, valued at $6.6M), IJH (+30.9K shares, valued at $2.0M), VEU (+20.0K shares, valued at $1.4M); decreased their positions in NVDA (-7.8K shares, valued at $1.4M), GOOGL (-3.2K shares, valued at $776.0K), CAT (-1.5K shares, valued at $732.9K); initiated new positions in VEU (+20.0K shares, valued at $1.4M), IBHF (+15.3K shares, valued at $358.8K), AVUS (+2.7K shares, valued at $294.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MBB ISHARES TR493.5K shares16.43%2025-09-302025-10-16

IJR ISHARES TR350.6K shares0.87%2025-09-302025-10-16

IGSB ISHARES TR637.0K shares1.87%2025-09-302025-10-16

IDEV ISHARES TR414.1K shares2.67%2025-09-302025-10-16

IJH ISHARES TR438.4K shares7.58%2025-09-302025-10-16

AAPL APPLE INC107.2K shares1.57%2025-09-302025-10-16

MSFT MICROSOFT CORP51.6K shares-1.20%2025-09-302025-10-16

JPM JPMORGAN CHASE & CO.71.3K shares-1.43%2025-09-302025-10-16

Sponsored

EMXC ISHARES INC313.9K shares1.05%2025-09-302025-10-16

AMZN AMAZON COM INC92.4K shares0.84%2025-09-302025-10-16

ASML ASML HOLDING N V20.5K shares1.48%2025-09-302025-10-16

CAT CATERPILLAR INC39.1K shares-3.78%2025-09-302025-10-16

NVDA NVIDIA CORPORATION99.2K shares-7.25%2025-09-302025-10-16

GOOGL ALPHABET INC71.6K shares-4.27%2025-09-302025-10-16

CSCO CISCO SYS INC254.0K shares0.98%2025-09-302025-10-16

CRH CRH PLC126.7K shares0.01%2025-09-302025-10-16

Sponsored

MRK MERCK & CO INC178.0K shares5.40%2025-09-302025-10-16

AXP AMERICAN EXPRESS CO43.1K shares4.52%2025-09-302025-10-16

USB US BANCORP DEL294.5K shares1.92%2025-09-302025-10-16

BAC BANK AMERICA CORP256.4K shares0.04%2025-09-302025-10-16

PEP PEPSICO INC90.3K shares3.49%2025-09-302025-10-16

QCOM QUALCOMM INC75.6K shares2.89%2025-09-302025-10-16

XOM EXXON MOBIL CORP110.9K shares3.71%2025-09-302025-10-16

CVX CHEVRON CORP NEW78.7K shares2.84%2025-09-302025-10-16

Sponsored

PG PROCTER AND GAMBLE CO77.5K shares5.14%2025-09-302025-10-16

GSK GSK PLC269.5K shares3.13%2025-09-302025-10-16

MDT MEDTRONIC PLC121.5K shares2.51%2025-09-302025-10-16

HON HONEYWELL INTL INC52.8K shares3.40%2025-09-302025-10-16

LMT LOCKHEED MARTIN CORP22.0K shares3.55%2025-09-302025-10-16

SBUX STARBUCKS CORP127.3K shares5.19%2025-09-302025-10-16

UPS UNITED PARCEL SERVICE INC125.1K shares10.75%2025-09-302025-10-16

XLK SELECT SECTOR SPDR TR36.7K shares-2.67%2025-09-302025-10-16

Sponsored

PFE PFIZER INC404.3K shares4.56%2025-09-302025-10-16

SYY SYSCO CORP117.8K shares1.65%2025-09-302025-10-16

SLB SCHLUMBERGER LTD281.2K shares6.80%2025-09-302025-10-16

HD HOME DEPOT INC22.2K shares1.49%2025-09-302025-10-16

VZ VERIZON COMMUNICATIONS INC180.8K shares3.05%2025-09-302025-10-16

LEN LENNAR CORP63.0K shares4.07%2025-09-302025-10-16

XLF SELECT SECTOR SPDR TR114.4K shares0.25%2025-09-302025-10-16

IVV ISHARES TR9.1K shares10.56%2025-09-302025-10-16

Sponsored

XLI SELECT SECTOR SPDR TR35.2K shares1.55%2025-09-302025-10-16

XLV SELECT SECTOR SPDR TR37.1K shares6.69%2025-09-302025-10-16

XLY SELECT SECTOR SPDR TR20.1K shares-0.04%2025-09-302025-10-16

IBTJ ISHARES TR207.0K shares3.77%2025-09-302025-10-16

IBTH ISHARES TR193.1K shares3.87%2025-09-302025-10-16

IBTK ISHARES TR218.1K shares4.50%2025-09-302025-10-16

IBTI ISHARES TR183.3K shares4.95%2025-09-302025-10-16

IBTL ISHARES TR193.7K shares8.39%2025-09-302025-10-16

Sponsored

XLE SELECT SECTOR SPDR TR40.5K shares4.44%2025-09-302025-10-16

IBTG ISHARES TR156.5K shares5.02%2025-09-302025-10-16

XLP SELECT SECTOR SPDR TR45.8K shares3.61%2025-09-302025-10-16

FIBK FIRST INTST BANCSYSTEM INC95.9K shares-1.57%2025-09-302025-10-16

VOO VANGUARD INDEX FDS4.7K shares-3.87%2025-09-302025-10-16

IBTF ISHARES TR119.0K shares-6.95%2025-09-302025-10-16

AGG ISHARES TR26.5K shares26.21%2025-09-302025-10-16

BRK.B BERKSHIRE HATHAWAY INC DEL5.1K shares-8.79%2025-09-302025-10-16

Sponsored

XLC SELECT SECTOR SPDR TR21.6K shares0.44%2025-09-302025-10-16

SCHX SCHWAB STRATEGIC TR86.3K shares-5.66%2025-09-302025-10-16

IBM INTERNATIONAL BUSINESS MACHS7.7K shares-3.07%2025-09-302025-10-16

COST COSTCO WHSL CORP NEW2.3K shares-1.91%2025-09-302025-10-16

GOOG ALPHABET INC7.7K shares-8.65%2025-09-302025-10-16

SCHH SCHWAB STRATEGIC TR85.7K shares8.76%2025-09-302025-10-16

IBTM ISHARES TR65.4K shares249.33%2025-09-302025-10-16

VCSH VANGUARD SCOTTSDALE FDS18.8K shares-2.19%2025-09-302025-10-16

Sponsored

ORCL ORACLE CORP5.2K shares-6.80%2025-09-302025-10-16

APH AMPHENOL CORP NEW11.8K shares0.00%2025-09-302025-10-16

SCHZ SCHWAB STRATEGIC TR61.0K shares0.88%2025-09-302025-10-16

VEU VANGUARD INTL EQUITY INDEX F20.0K sharesnew addition2025-09-302025-10-16

IVW ISHARES TR10.7K shares0.64%2025-09-302025-10-16

LLY ELI LILLY & CO1.6K shares0.00%2025-09-302025-10-16

JNJ JOHNSON & JOHNSON6.4K shares-3.40%2025-09-302025-10-16

VTI VANGUARD INDEX FDS3.5K shares1.53%2025-09-302025-10-16

Sponsored

XLB SELECT SECTOR SPDR TR12.8K shares4.12%2025-09-302025-10-16

ET ENERGY TRANSFER L P64.4K shares1.42%2025-09-302025-10-16

VB VANGUARD INDEX FDS4.3K shares190.48%2025-09-302025-10-16

USAC USA COMPRESSION PARTNERS LP45.0K shares0.00%2025-09-302025-10-16

V VISA INC3.1K shares-0.07%2025-09-302025-10-16

IWF ISHARES TR2.2K shares0.00%2025-09-302025-10-16

EPD ENTERPRISE PRODS PARTNERS L29.6K shares5.66%2025-09-302025-10-16

BKNG BOOKING HOLDINGS INC169 shares0.00%2025-09-302025-10-16

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD3.2K shares10.47%2025-09-302025-10-16

AM ANTERO MIDSTREAM CORP45.0K shares0.00%2025-09-302025-10-16

AZN ASTRAZENECA PLC11.3K shares0.00%2025-09-302025-10-16

EMR EMERSON ELEC CO6.3K shares-7.10%2025-09-302025-10-16

DUK DUKE ENERGY CORP NEW6.5K shares0.55%2025-09-302025-10-16

OKE ONEOK INC NEW10.7K shares0.00%2025-09-302025-10-16

VUG VANGUARD INDEX FDS1.5K shares21.38%2025-09-302025-10-16

ABT ABBOTT LABS5.4K shares-6.06%2025-09-302025-10-16

Sponsored

LOW LOWES COS INC2.5K shares-5.55%2025-09-302025-10-16

WMB WILLIAMS COS INC10.0K shares-0.17%2025-09-302025-10-16

USA LIBERTY ALL STAR EQUITY FD99.6K shares0.00%2025-09-302025-10-16

SCHF SCHWAB STRATEGIC TR26.8K shares-1.72%2025-09-302025-10-16

IBDT ISHARES TR24.1K shares-1.71%2025-09-302025-10-16

BIV VANGUARD BD INDEX FDS7.6K shares3.19%2025-09-302025-10-16

BSV VANGUARD BD INDEX FDS7.4K shares3.99%2025-09-302025-10-16

MCD MCDONALDS CORP1.9K shares-5.18%2025-09-302025-10-16

Sponsored

KO COCA COLA CO8.8K shares-7.04%2025-09-302025-10-16

IVE ISHARES TR2.8K shares0.00%2025-09-302025-10-16

MCK MCKESSON CORP719 shares0.00%2025-09-302025-10-16

SCHA SCHWAB STRATEGIC TR19.8K shares-5.82%2025-09-302025-10-16

PGR PROGRESSIVE CORP2.2K shares0.18%2025-09-302025-10-16

ABBV ABBVIE INC2.3K shares2.69%2025-09-302025-10-16

THW ABRDN WORLD HEALTHCARE FUND42.6K shares0.00%2025-09-302025-10-16

BTI BRITISH AMERN TOB PLC10.0K shares0.00%2025-09-302025-10-16

Sponsored

TRV TRAVELERS COMPANIES INC1.9K shares0.21%2025-09-302025-10-16

TSLA TESLA INC1.2K shares0.52%2025-09-302025-10-16

AVGO BROADCOM INC1.5K shares-1.71%2025-09-302025-10-16

SYK STRYKER CORPORATION1.4K shares0.37%2025-09-302025-10-16

EBMT EAGLE BANCORP MONT INC29.0K shares0.00%2025-09-302025-10-16

VXUS VANGUARD STAR FDS6.5K shares0.00%2025-09-302025-10-16

RITM RITHM CAPITAL CORP40.0K shares0.00%2025-09-302025-10-16

VO VANGUARD INDEX FDS1.5K shares5.76%2025-09-302025-10-16

Sponsored

IBDR ISHARES TR18.2K shares-3.81%2025-09-302025-10-16

WFC WELLS FARGO CO NEW5.2K shares-12.64%2025-09-302025-10-16

FPE FIRST TR EXCH TRADED FD III23.7K shares0.00%2025-09-302025-10-16

SCHB SCHWAB STRATEGIC TR16.2K shares-28.13%2025-09-302025-10-16

PKG PACKAGING CORP AMER1.9K shares0.00%2025-09-302025-10-16

MMC MARSH & MCLENNAN COS INC2.0K shares0.00%2025-09-302025-10-16

COLB COLUMBIA BKG SYS INC16.0K shares0.00%2025-09-302025-10-16

KRP KIMBELL RTY PARTNERS LP30.0K shares0.00%2025-09-302025-10-16

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD8.0K shares0.00%2025-09-302025-10-16

SCHD SCHWAB STRATEGIC TR14.5K shares-4.13%2025-09-302025-10-16

DHR DANAHER CORPORATION1.9K shares-1.29%2025-09-302025-10-16

DIS DISNEY WALT CO3.3K shares5.06%2025-09-302025-10-16

PSX PHILLIPS 662.7K shares0.00%2025-09-302025-10-16

WM WASTE MGMT INC DEL1.6K shares0.12%2025-09-302025-10-16

IBHF ISHARES TR15.3K sharesnew addition2025-09-302025-10-16

GBCI GLACIER BANCORP INC NEW7.0K shares-1.40%2025-09-302025-10-16

Sponsored

COP CONOCOPHILLIPS3.6K shares-6.95%2025-09-302025-10-16

VIG VANGUARD SPECIALIZED FUNDS1.5K shares-5.89%2025-09-302025-10-16

RTX RTX CORPORATION2.0K shares-14.29%2025-09-302025-10-16

SHW SHERWIN WILLIAMS CO925 shares12.12%2025-09-302025-10-16

VNQ VANGUARD INDEX FDS3.5K shares0.00%2025-09-302025-10-16

GE GE AEROSPACE1.1K shares0.00%2025-09-302025-10-16

EXG EATON VANCE TAX-MANAGED GLOB34.5K shares-0.43%2025-09-302025-10-16

UNP UNION PAC CORP1.3K shares-5.66%2025-09-302025-10-16

Sponsored

NRK NUVEEN NEW YORK AMT QLT MUNI30.0K shares0.00%2025-09-302025-10-16

F FORD MTR CO25.3K shares0.80%2025-09-302025-10-16

IWD ISHARES TR1.5K shares0.00%2025-09-302025-10-16

BK BANK NEW YORK MELLON CORP2.8K shares0.00%2025-09-302025-10-16

AVUS AMERICAN CENTY ETF TR2.7K sharesnew addition2025-09-302025-10-16

BDX BECTON DICKINSON & CO1.5K shares0.00%2025-09-302025-10-16

VTV VANGUARD INDEX FDS1.5K sharesnew addition2025-09-302025-10-16

VWO VANGUARD INTL EQUITY INDEX F5.3K shares-7.41%2025-09-302025-10-16

Sponsored

TXN TEXAS INSTRS INC1.5K shares0.00%2025-09-302025-10-16

SCHW SCHWAB CHARLES CORP2.9K shares0.00%2025-09-302025-10-16

PAYX PAYCHEX INC2.2K shares-1.69%2025-09-302025-10-16

IDCC INTERDIGITAL INC800 shares-20.00%2025-09-302025-10-16

SPY SPDR S&P 500 ETF TR404 shares-1.22%2025-09-302025-10-16

MO ALTRIA GROUP INC4.1K shares0.00%2025-09-302025-10-16

AMAT APPLIED MATLS INC1.3K shares0.00%2025-09-302025-10-16

BSTZ BLACKROCK SCIENCE & TECHNOLO11.6K shares3.00%2025-09-302025-10-16

Sponsored

ITW ILLINOIS TOOL WKS INC980 shares0.00%2025-09-302025-10-16

WMT WALMART INC2.5K shares-2.21%2025-09-302025-10-16

META META PLATFORMS INC344 shares2.38%2025-09-302025-10-16

ADP AUTOMATIC DATA PROCESSING IN841 shares0.00%2025-09-302025-10-16

ZTS ZOETIS INC1.7K shares0.00%2025-09-302025-10-16

NEE NEXTERA ENERGY INC3.2K shares1.07%2025-09-302025-10-16

BA BOEING CO1.1K shares0.00%2025-09-302025-10-16

EOS EATON VANCE ENHANCED EQUITY10.0K shares0.00%2025-09-302025-10-16

Sponsored

VLO VALERO ENERGY CORP1.4K sharesnew addition2025-09-302025-10-16

LH LABCORP HOLDINGS INC825 shares0.00%2025-09-302025-10-16

EOI EATON VANCE ENHANCED EQUITY11.0K shares0.00%2025-09-302025-10-16

T AT&T INC8.1K shares5.43%2025-09-302025-10-16

AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2025-09-302025-10-16

ATLO AMES NATL CORP10.7K shares0.00%2025-09-302025-10-16

AWK AMERICAN WTR WKS CO INC NEW1.5K shares3.38%2025-09-302025-10-16

GS GOLDMAN SACHS GROUP INC261 shares-18.18%2025-09-302025-10-16

Sponsored

DINO HF SINCLAIR CORP3.9K sharesnew addition2025-09-302025-10-16

O REALTY INCOME CORP3.3K sharesnew addition2025-09-302025-10-16

CMI CUMMINS INC479 sharesnew addition2025-09-302025-10-16

AMGN AMGEN INC716 sharesnew addition2025-09-302025-10-16

UMH UMH PPTYS INC10.0K shares0.00%2025-09-302025-10-16

BCX BLACKROCK RES & COMMODITIES13.6K shares0.00%2025-09-302025-10-16

CGEN COMPUGEN LTD10.0K shares-37.50%2025-09-302025-10-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available