$232 Million is the total value of Stockman Wealth Management, Inc.'s 152 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 10.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $7,075,000 | +13.1% | 61,857 | -2.5% | 3.05% | +6.5% |
| MRK | Sell | MERCK & CO INC | $6,900,000 | +11.8% | 97,263 | -4.4% | 2.98% | +5.3% |
| XOM | Buy | EXXON MOBIL CORP | $6,486,000 | +4.1% | 76,287 | +1.3% | 2.80% | -2.0% |
| AAPL | Sell | APPLE INC | $6,304,000 | +18.4% | 27,925 | -2.9% | 2.72% | +11.5% |
| PFE | Sell | PFIZER INC | $6,229,000 | +17.6% | 141,342 | -3.2% | 2.69% | +10.9% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $6,139,000 | +11.1% | 43,909 | -0.6% | 2.65% | +4.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $6,090,000 | +13.2% | 28,442 | -1.3% | 2.63% | +6.7% |
| INTC | Buy | INTEL CORP | $6,044,000 | -1.5% | 127,803 | +3.5% | 2.61% | -7.2% |
| CSCO | Sell | CISCO SYS INC | $5,947,000 | +9.6% | 122,250 | -3.1% | 2.56% | +3.3% |
| T | Buy | AT&T INC | $5,921,000 | +10.5% | 176,311 | +5.7% | 2.55% | +4.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $5,778,000 | +0.1% | 69,428 | -6.1% | 2.49% | -5.7% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $5,014,000 | +7.3% | 98,280 | +7.2% | 2.16% | +1.1% |
| ORCL | Sell | ORACLE CORP | $4,847,000 | +15.4% | 94,011 | -1.4% | 2.09% | +8.8% |
| OXY | Sell | OCCIDENTAL PETE CORP DEL | $4,809,000 | -2.8% | 58,519 | -1.1% | 2.07% | -8.5% |
| JPM | Sell | JPMORGAN CHASE & CO | $4,694,000 | +7.5% | 41,601 | -0.7% | 2.02% | +1.4% |
| CVX | Buy | CHEVRON CORP NEW | $4,552,000 | +3.3% | 37,230 | +6.8% | 1.96% | -2.7% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $4,535,000 | +10.9% | 114,619 | -1.6% | 1.96% | +4.5% |
| AXP | Sell | AMERICAN EXPRESS CO | $4,385,000 | +7.1% | 41,179 | -1.5% | 1.89% | +0.9% |
| ABBV | Buy | ABBVIE INC | $4,254,000 | +953.0% | 44,978 | +930.9% | 1.83% | +891.4% |
| GILD | Sell | GILEAD SCIENCES INC | $4,003,000 | +5.4% | 51,840 | -3.3% | 1.73% | -0.7% |
| LOW | Sell | LOWES COS INC | $3,937,000 | +17.2% | 34,287 | -2.4% | 1.70% | +10.4% |
| BK | Buy | BANK NEW YORK MELLON CORP | $3,932,000 | -4.3% | 77,115 | +1.3% | 1.70% | -9.8% |
| GE | Buy | GENERAL ELECTRIC CO | $3,815,000 | -13.2% | 337,931 | +4.6% | 1.64% | -18.2% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $3,696,000 | +20.0% | 50,702 | -1.2% | 1.59% | +13.0% |
| HON | Sell | HONEYWELL INTL INC | $3,558,000 | +15.3% | 21,385 | -0.1% | 1.53% | +8.6% |
| DWDP | Sell | DOWDUPONT INC | $3,529,000 | -4.3% | 54,880 | -1.9% | 1.52% | -9.9% |
| KHC | Buy | KRAFT HEINZ CO | $3,444,000 | -4.9% | 62,485 | +8.3% | 1.48% | -10.4% |
| GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $3,354,000 | -1.7% | 83,484 | -1.4% | 1.45% | -7.4% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $3,346,000 | -9.8% | 38,214 | +3.8% | 1.44% | -15.0% |
| HD | Sell | HOME DEPOT INC | $3,171,000 | +5.0% | 15,309 | -1.1% | 1.37% | -1.1% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,857,000 | +6.4% | 19,091 | -0.2% | 1.23% | +0.2% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $2,624,000 | +4.5% | 45,371 | -0.8% | 1.13% | -1.6% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,579,000 | +4.7% | 24,143 | -0.2% | 1.11% | -1.3% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $2,431,000 | +6.5% | 45,872 | -0.9% | 1.05% | +0.4% |
| UN | Sell | UNILEVER N V | $2,378,000 | -0.7% | 42,811 | -0.4% | 1.02% | -6.5% |
| NUV | Sell | NUVEEN MUN VALUE FD INC | $2,302,000 | -3.0% | 245,984 | -0.9% | 0.99% | -8.7% |
| NRZ | Sell | NEW RESIDENTIAL INVT CORP | $2,216,000 | +0.8% | 124,350 | -1.0% | 0.96% | -5.1% |
| SLB | Buy | SCHLUMBERGER LTD | $2,126,000 | +2.0% | 34,906 | +12.2% | 0.92% | -3.9% |
| PEP | Sell | PEPSICO INC | $2,091,000 | -2.4% | 18,704 | -5.0% | 0.90% | -8.2% |
| USB | Buy | US BANCORP DEL | $2,054,000 | +5.6% | 38,895 | +0.0% | 0.89% | -0.4% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,973,000 | +8.2% | 76,730 | +9.0% | 0.85% | +2.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,927,000 | +9.9% | 13,944 | -3.5% | 0.83% | +3.6% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $1,871,000 | +5.1% | 26,900 | -1.8% | 0.81% | -0.9% |
| VOO | Sell | VANGUARD INDEX FDS | $1,812,000 | +0.3% | 6,786 | -6.3% | 0.78% | -5.4% |
| QCOM | Sell | QUALCOMM INC | $1,806,000 | +14.4% | 25,072 | -10.8% | 0.78% | +7.9% |
| IDCC | Sell | INTERDIGITAL INC | $1,574,000 | -8.5% | 19,670 | -7.5% | 0.68% | -13.7% |
| IVV | ISHARES TRcore s&p500 etf | $1,502,000 | +7.2% | 5,131 | 0.0% | 0.65% | +1.1% | |
| EMR | Buy | EMERSON ELEC CO | $1,389,000 | +11.6% | 18,136 | +0.7% | 0.60% | +5.1% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,364,000 | -10.4% | 33,275 | -7.8% | 0.59% | -15.6% |
| ABT | Buy | ABBOTT LABS | $1,185,000 | +20.7% | 16,150 | +0.3% | 0.51% | +13.8% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $1,186,000 | +9.2% | 23,595 | +10.0% | 0.51% | +2.8% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $1,100,000 | -0.7% | 6,832 | -7.6% | 0.47% | -6.5% |
| DIS | Buy | DISNEY WALT CO | $1,087,000 | +12.8% | 9,297 | +1.0% | 0.47% | +6.3% |
| MMM | Buy | 3M CO | $1,023,000 | +7.6% | 4,857 | +0.5% | 0.44% | +1.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $984,000 | +8.1% | 6,509 | -0.1% | 0.42% | +1.9% |
| OKE | Buy | ONEOK INC NEW | $980,000 | -2.6% | 14,450 | +0.3% | 0.42% | -8.0% |
| VO | VANGUARD INDEX FDSmid cap etf | $963,000 | +4.1% | 5,868 | 0.0% | 0.42% | -1.9% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $949,000 | +7.4% | 17,772 | +1.2% | 0.41% | +1.2% |
| USAC | Buy | USA COMPRESSION PARTNERS LP | $946,000 | +7.5% | 57,302 | +9.6% | 0.41% | +1.2% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $866,000 | +9.3% | 13,955 | -2.4% | 0.37% | +3.0% |
| BA | Buy | BOEING CO | $849,000 | +13.2% | 2,282 | +2.1% | 0.37% | +6.7% |
| EFA | Buy | ISHARES TRmsci eafe etf | $842,000 | +3.4% | 12,383 | +1.9% | 0.36% | -2.4% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $839,000 | +3.5% | 25,025 | +1.9% | 0.36% | -2.4% |
| PCI | Buy | PIMCO DYNMIC CREDIT AND MRT | $839,000 | +2.7% | 34,768 | +0.3% | 0.36% | -3.2% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $773,000 | -1.3% | 4,161 | -8.8% | 0.33% | -7.0% |
| FIBK | Sell | FIRST INTST BANCSYSTEM INC | $762,000 | +2.7% | 17,003 | -3.3% | 0.33% | -3.2% |
| AMZA | Buy | ETFIS SER TR Iinfrac act mlp | $752,000 | +19.6% | 100,908 | +17.2% | 0.32% | +12.5% |
| AGG | Buy | ISHARES TRcore us aggbd et | $720,000 | 0.0% | 6,825 | +0.8% | 0.31% | -5.8% |
| ARI | Sell | APOLLO COML REAL EST FIN INC | $685,000 | -32.1% | 36,300 | -34.2% | 0.30% | -36.1% |
| TGT | Buy | TARGET CORP | $646,000 | +18.8% | 7,323 | +2.4% | 0.28% | +12.0% |
| COP | Sell | CONOCOPHILLIPS | $623,000 | +10.9% | 8,055 | -0.2% | 0.27% | +4.7% |
| MCD | Buy | MCDONALDS CORP | $611,000 | +9.1% | 3,654 | +2.2% | 0.26% | +2.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $591,000 | +24.4% | 2,934 | +20.3% | 0.26% | +17.5% |
| COST | Buy | COSTCO WHSL CORP NEW | $564,000 | +38.9% | 2,401 | +23.7% | 0.24% | +30.6% |
| VIG | Sell | VANGUARD GROUPdiv app etf | $556,000 | +8.0% | 5,022 | -1.0% | 0.24% | +1.7% |
| KMI | Sell | KINDER MORGAN INC DEL | $554,000 | -12.1% | 31,230 | -12.4% | 0.24% | -17.0% |
| O | Buy | REALTY INCOME CORP | $554,000 | +10.1% | 9,730 | +4.1% | 0.24% | +3.9% |
| SHV | ISHARES TRshort treas bd | $552,000 | 0.0% | 5,000 | 0.0% | 0.24% | -5.9% | |
| FDN | Buy | FIRST TR EXCHANGE TRADED FDdj internt idx | $551,000 | +21.6% | 3,890 | +18.2% | 0.24% | +15.0% |
| STWD | Sell | STARWOOD PPTY TR INC | $553,000 | -2.5% | 25,700 | -1.5% | 0.24% | -8.1% |
| GBCI | GLACIER BANCORP INC NEW | $551,000 | +11.3% | 12,795 | 0.0% | 0.24% | +4.8% | |
| IRT | Sell | INDEPENDENCE RLTY TR INC | $548,000 | +0.2% | 52,050 | -1.9% | 0.24% | -5.6% |
| TRTX | TPG RE FIN TR INC | $546,000 | -1.4% | 27,250 | 0.0% | 0.24% | -7.1% | |
| USA | Buy | LIBERTY ALL STAR EQUITY FDsh ben int | $535,000 | +9.2% | 78,629 | +2.6% | 0.23% | +3.1% |
| MLPI | Buy | UBS AG JERSEY BRHalerian infrst | $521,000 | +9.5% | 21,675 | +4.3% | 0.22% | +3.2% |
| NRK | NUVEEN NEW YORK AMT QLT MUNI | $522,000 | -2.6% | 43,862 | 0.0% | 0.22% | -8.2% | |
| IJR | Buy | ISHARES TRcore s&p scp etf | $512,000 | +22.5% | 5,864 | +17.2% | 0.22% | +15.7% |
| DUK | Buy | DUKE ENERGY CORP NEW | $507,000 | +10.2% | 6,338 | +9.0% | 0.22% | +4.3% |
| CINF | Sell | CINCINNATI FINL CORP | $492,000 | -26.2% | 6,400 | -35.8% | 0.21% | -30.5% |
| XEC | Sell | CIMAREX ENERGY CO | $477,000 | -17.5% | 5,130 | -9.7% | 0.21% | -22.0% |
| XBI | Buy | SPDR SERIES TRUSTs&p biotech | $468,000 | +2.9% | 4,880 | +2.0% | 0.20% | -2.9% |
| LADR | Buy | LADDER CAP CORPcl a | $462,000 | +28.0% | 27,300 | +18.2% | 0.20% | +20.6% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $443,000 | +3.0% | 5,813 | -0.6% | 0.19% | -3.0% |
| BDX | Buy | BECTON DICKINSON & CO | $425,000 | +30.4% | 1,630 | +19.9% | 0.18% | +22.8% |
| IVW | ISHARES TRs&p 500 grwt etf | $425,000 | +9.0% | 2,400 | 0.0% | 0.18% | +2.8% | |
| EBMT | EAGLE BANCORP MONT INC | $414,000 | -6.1% | 22,833 | 0.0% | 0.18% | -11.9% | |
| EFC | Buy | ELLINGTON FINANCIAL LLC | $405,000 | +59.4% | 25,300 | +55.2% | 0.18% | +50.9% |
| UNP | Buy | UNION PAC CORP | $399,000 | +42.5% | 2,452 | +24.3% | 0.17% | +34.4% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $388,000 | +28.5% | 7,195 | +30.9% | 0.17% | +21.0% |
| ZBH | Buy | ZIMMER BIOMET HLDGS INC | $382,000 | +41.5% | 2,905 | +20.0% | 0.16% | +33.1% |
| VER | Buy | VEREIT INC | $376,000 | +7.7% | 51,850 | +10.7% | 0.16% | +1.2% |
| KO | Buy | COCA COLA CO | $369,000 | +13.5% | 7,986 | +7.8% | 0.16% | +6.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $366,000 | +36.1% | 307 | +27.4% | 0.16% | +28.5% |
| ENB | New | ENBRIDGE INC | $363,000 | – | 11,250 | +100.0% | 0.16% | – |
| FLRN | New | SPDR SER TRblomberg brc inv | $365,000 | – | 11,851 | +100.0% | 0.16% | – |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $359,000 | +19.7% | 2,300 | +10.3% | 0.16% | +13.1% |
| WFC | Sell | WELLS FARGO CO NEW | $354,000 | -9.2% | 6,742 | -4.1% | 0.15% | -14.0% |
| IRM | New | IRON MTN INC NEW | $345,000 | – | 10,000 | +100.0% | 0.15% | – |
| BCX | BLACKROCK RES & COMM STRAT T | $346,000 | -2.5% | 38,200 | 0.0% | 0.15% | -8.0% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $343,000 | +8.2% | 4,251 | +9.1% | 0.15% | +2.1% |
| EPD | ENTERPRISE PRODS PARTNERS L | $337,000 | +4.0% | 11,715 | 0.0% | 0.14% | -2.0% | |
| BKNG | BOOKING HLDGS INC | $329,000 | -2.1% | 166 | 0.0% | 0.14% | -7.8% | |
| IVE | ISHARES TRs&p 500 val etf | $324,000 | +5.2% | 2,800 | 0.0% | 0.14% | -0.7% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $322,000 | -6.9% | 6,204 | 0.0% | 0.14% | -12.0% | |
| NLY | ANNALY CAP MGMT INC | $314,000 | -0.6% | 30,727 | 0.0% | 0.14% | -6.9% | |
| SPTM | New | SPDR SERIES TRUSTportfolio tl stk | $311,000 | – | 8,595 | +100.0% | 0.13% | – |
| VB | VANGUARD INDEX FDSsmall cp etf | $306,000 | +4.4% | 1,883 | 0.0% | 0.13% | -1.5% | |
| MMC | Buy | MARSH & MCLENNAN COS INC | $304,000 | +13.9% | 3,675 | +12.7% | 0.13% | +7.4% |
| VFC | New | V F CORP | $301,000 | – | 3,220 | +100.0% | 0.13% | – |
| MDU | Buy | MDU RES GROUP INC | $294,000 | +6.1% | 11,433 | +18.6% | 0.13% | 0.0% |
| AMZN | Buy | AMAZON COM INC | $290,000 | +21.8% | 145 | +3.6% | 0.12% | +14.7% |
| APH | Buy | AMPHENOL CORP NEWcl a | $287,000 | +18.1% | 3,050 | +9.3% | 0.12% | +11.7% |
| PSX | Buy | PHILLIPS 66 | $276,000 | +24.3% | 2,448 | +23.9% | 0.12% | +16.7% |
| ETP | Sell | ENERGY TRANSFER PARTNERS LPunit ltd prt int | $273,000 | +15.2% | 12,273 | -1.2% | 0.12% | +9.3% |
| GGG | GRACO INC | $272,000 | +2.6% | 5,865 | 0.0% | 0.12% | -3.3% | |
| WMB | WILLIAMS COS INC DEL | $272,000 | +0.4% | 10,000 | 0.0% | 0.12% | -5.6% | |
| TRV | Buy | TRAVELERS COMPANIES INC | $272,000 | +35.3% | 2,097 | +27.7% | 0.12% | +27.2% |
| HFC | HOLLYFRONTIER CORP | $269,000 | +2.3% | 3,848 | 0.0% | 0.12% | -3.3% | |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $266,000 | +11.8% | 3,777 | +4.7% | 0.12% | +5.5% |
| NKE | New | NIKE INCcl b | $261,000 | – | 3,085 | +100.0% | 0.11% | – |
| BRG | BLUEROCK RESIDENTIAL GRW REI | $249,000 | +9.7% | 25,400 | 0.0% | 0.11% | +2.9% | |
| A | Sell | AGILENT TECHNOLOGIES INC | $245,000 | +10.9% | 3,475 | -2.8% | 0.11% | +5.0% |
| BKH | BLACK HILLS CORP | $244,000 | -5.1% | 4,200 | 0.0% | 0.10% | -11.0% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $239,000 | +2.6% | 1,713 | 0.0% | 0.10% | -3.7% | |
| NWE | NORTHWESTERN CORP | $233,000 | +2.6% | 3,964 | 0.0% | 0.10% | -3.8% | |
| F | Buy | FORD MTR CO DEL | $232,000 | +5.5% | 25,071 | +26.4% | 0.10% | -1.0% |
| OMP | New | OASIS MIDSTREAM PARTNERS LP | $223,000 | – | 10,000 | +100.0% | 0.10% | – |
| PFLT | Sell | PENNANTPARK FLOATING RATE CA | $214,000 | -7.0% | 16,250 | -3.6% | 0.09% | -12.4% |
| PKG | PACKAGING CORP AMER | $208,000 | -1.9% | 1,900 | 0.0% | 0.09% | -7.2% | |
| IRET | INVESTORS REAL ESTATE TRsh ben int | $203,000 | +8.0% | 34,000 | 0.0% | 0.09% | +2.3% | |
| GMLP | Buy | GOLAR LNG PARTNERS LP | $190,000 | -4.5% | 13,250 | +2.7% | 0.08% | -9.9% |
| GAB | GABELLI EQUITY TR INC | $183,000 | +3.4% | 28,229 | 0.0% | 0.08% | -2.5% | |
| ET | ENERGY TRANSFER EQUITY L P | $174,000 | +0.6% | 10,000 | 0.0% | 0.08% | -5.1% | |
| NYCB | NEW YORK CMNTY BANCORP INC | $166,000 | -6.2% | 16,000 | 0.0% | 0.07% | -11.1% | |
| AQN | ALGONQUIN PWR UTILS CORP | $155,000 | +6.9% | 15,000 | 0.0% | 0.07% | +1.5% | |
| CTT | CATCHMARK TIMBER TR INCcl a | $129,000 | -10.4% | 11,300 | 0.0% | 0.06% | -15.2% | |
| BWB | BRIDGEWATER BANCSHARES INC | $130,000 | +2.4% | 10,000 | 0.0% | 0.06% | -3.4% | |
| PEI | New | PENNSYLVANIA RL ESTATE INVTsh ben int | $95,000 | – | 10,000 | +100.0% | 0.04% | – |
| MFA | Sell | MFA FINL INC | $74,000 | -57.7% | 10,100 | -56.3% | 0.03% | -60.0% |
| EVGN | Sell | EVOGENE LTD | $50,000 | -16.7% | 16,050 | -23.8% | 0.02% | -18.5% |
| UAN | CVR PARTNERS LP | $43,000 | +16.2% | 11,180 | 0.0% | 0.02% | +11.8% | |
| TOO | Sell | TEEKAY OFFSHORE PARTNERS L Ppartnership un | $32,000 | -11.1% | 13,500 | -2.2% | 0.01% | -12.5% |
| TMQ | Exit | TRILOGY METALS INC NEW | $0 | – | -10,000 | -100.0% | -0.01% | – |
| TWO | Exit | TWO HBRS INVT CORP | $0 | – | -12,250 | -100.0% | -0.09% | – |
| AGNC | Exit | AGNC INVT CORP | $0 | – | -12,400 | -100.0% | -0.11% | – |
| NVS | Exit | NOVARTIS A Gsponsored adr | $0 | – | -3,160 | -100.0% | -0.11% | – |
| BTI | Exit | BRITISH AMERN TOB PLCsponsored adr | $0 | – | -5,100 | -100.0% | -0.12% | – |
| SAFT | Exit | SAFETY INS GROUP INC | $0 | – | -4,189 | -100.0% | -0.16% | – |
| NUVA | Exit | NUVASIVE INC | $0 | – | -7,850 | -100.0% | -0.19% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -38,697 | -100.0% | -1.51% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 36 | Q3 2023 | 4.5% |
| PROCTER & GAMBLE CO | 36 | Q3 2023 | 3.9% |
| Exxon Mobil Corporation | 36 | Q3 2023 | 3.7% |
| Pfizer Incorporated | 36 | Q3 2023 | 3.4% |
| Cisco Systems Inc | 36 | Q3 2023 | 2.7% |
| JPMORGAN CHASE & CO | 36 | Q3 2023 | 2.7% |
| A T & T Inc New | 36 | Q3 2023 | 2.6% |
| Chevron Corporation New | 36 | Q3 2023 | 2.5% |
| Merck & Co Inc New | 36 | Q3 2023 | 3.5% |
| JOHNSON & JOHNSON | 36 | Q3 2023 | 4.0% |
View Stockman Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-08 |
View Stockman Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.