Stockman Wealth Management, Inc. Q4 2024 Filing
Filed January 28, 2025
Portfolio Value
$638K
Holdings
165
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (165 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DUKDUKE ENERGY CORP NEW | 6,433 | $0 | 0.00% | |
| 102 | VVISA INC | 3,011 | $0 | 0.00% | |
| 103 | SCHBSCHWAB STRATEGIC TR | 32,850 | $0 | 0.00% | |
| 104 | TSLATESLA INC | 1,830 | $0 | 0.00% | |
| 105 | VIGVANGUARD SPECIALIZED FUNDS | 1,648 | $0 | 0.00% | |
| 106 | XLUSELECT SECTOR SPDR TR | 10,216 | $0 | 0.00% | |
| 107 | ITWILLINOIS TOOL WKS INC | 980 | $0 | 0.00% | |
| 108 | NDQINVESCO QQQ TR | 614 | $0 | 0.00% | |
| 109 | MCKMCKESSON CORP | 1,259 | $0 | 0.00% | |
| 110 | SHWSHERWIN WILLIAMS CO | 825 | $0 | 0.00% | |
| 111 | BDXBECTON DICKINSON & CO | 1,540 | $0 | 0.00% | |
| 112 | SCHASCHWAB STRATEGIC TR | 18,556 | $0 | 0.00% | |
| 113 | TMOTHERMO FISHER SCIENTIFIC INC | 427 | $0 | 0.00% | |
| 114 | AXPAMERICAN EXPRESS CO | 1,283 | $0 | 0.00% | |
| 115 | WFCWELLS FARGO CO NEW | 4,070 | $0 | 0.00% | |
| 116 | PAYXPAYCHEX INC | 2,248 | $0 | 0.00% | |
| 117 | XFEBFIRST TR EXCH TRADED FD III | 24,228 | $0 | 0.00% | |
| 118 | IBDRISHARES TR | 21,331 | $0 | 0.00% | |
| 119 | ABTABBOTT LABS | 5,763 | $0 | 0.00% | |
| 120 | MCDMCDONALDS CORP | 1,930 | $0 | 0.00% | |
| 121 | VOVANGUARD INDEX FDS | 1,432 | $0 | 0.00% | |
| 122 | COLBCOLUMBIA BKG SYS INC | 16,000 | $0 | 0.00% | |
| 123 | VBVANGUARD INDEX FDS | 2,089 | $0 | 0.00% | |
| 124 | VVVANGUARD INDEX FDS | 769 | $0 | 0.00% | |
| 125 | KOCOCA COLA CO | 9,185 | $0 | 0.00% | |
| 126 | THWABRDN WORLD HEALTHCARE FUND | 42,609 | $0 | 0.00% | |
| 127 | ORCLORACLE CORP | 5,840 | $0 | 0.00% | |
| 128 | SCHMSCHWAB STRATEGIC TR | 11,361 | $0 | 0.00% | |
| 129 | CGENCOMPUGEN LTD | 16,000 | $0 | 0.00% | |
| 130 | SCHFSCHWAB STRATEGIC TR | 27,875 | $0 | 0.00% | |
| 131 | BMYBRISTOL-MYERS SQUIBB CO | 3,857 | $0 | 0.00% | |
| 132 | GBCIGLACIER BANCORP INC NEW | 9,027 | $0 | 0.00% | |
| 133 | SCHWSCHWAB CHARLES CORP | 2,935 | $0 | 0.00% | |
| 134 | TRVTRAVELERS COMPANIES INC | 1,862 | $0 | 0.00% | |
| 135 | EOIEATON VANCE ENHANCED EQUITY | 11,000 | $0 | 0.00% | |
| 136 | DYHTARGET CORP | 2,113 | $0 | 0.00% | |
| 137 | XEXGXEATON VANCE TAX-MANAGED GLOB | 34,679 | $0 | 0.00% | |
| 138 | EBMTEAGLE BANCORP MONT INC | 29,000 | $0 | 0.00% | |
| 139 | EMREMERSON ELEC CO | 7,316 | $0 | 0.00% | |
| 140 | RITMRITHM CAPITAL CORP | 40,000 | $0 | 0.00% | |
| 141 | MRSHMARSH & MCLENNAN COS INC | 2,360 | $0 | 0.00% | |
| 142 | TXNTEXAS INSTRS INC | 1,569 | $0 | 0.00% | |
| 143 | VXUSVANGUARD STAR FDS | 6,516 | $0 | 0.00% | |
| 144 | BSVVANGUARD BD INDEX FDS | 6,625 | $0 | 0.00% | |
| 145 | ADPAUTOMATIC DATA PROCESSING IN | 920 | $0 | 0.00% | |
| 146 | RTXRTX CORPORATION | 2,026 | $0 | 0.00% | |
| 147 | FFORD MTR CO | 26,648 | $0 | 0.00% | |
| 148 | XLRESELECT SECTOR SPDR TR | 8,966 | $0 | 0.00% | |
| 149 | QCOMQUALCOMM INC | 6,355 | $0 | 0.00% | |
| 150 | PGRPROGRESSIVE CORP | 2,230 | $0 | 0.00% | |
| 151 | DISDISNEY WALT CO | 3,216 | $0 | 0.00% | |
| 152 | SCHDSCHWAB STRATEGIC TR | 17,971 | $0 | 0.00% | |
| 153 | NVDANVIDIA CORPORATION | 3,728 | $0 | 0.00% | |
| 154 | BCXBLACKROCK RES & COMMODITIES | 13,595 | $0 | 0.00% | |
| 155 | EOSEATON VANCE ENHANCED EQUITY | 10,000 | $0 | 0.00% | |
| 156 | VNQVANGUARD INDEX FDS | 3,591 | $0 | 0.00% | |
| 157 | COPCONOCOPHILLIPS | 4,016 | $0 | 0.00% | |
| 158 | KRPKIMBELL RTY PARTNERS LP | 31,000 | $0 | 0.00% | |
| 159 | BKBANK NEW YORK MELLON CORP | 2,750 | $0 | 0.00% | |
| 160 | OREALTY INCOME CORP | 3,818 | $0 | 0.00% | |
| 161 | BKNGBOOKING HOLDINGS INC | 166 | $0 | 0.00% | |
| 162 | AIOVIRTUS ARTIFICIAL INTELLIGEN | 8,431 | $0 | 0.00% | |
| 163 | BSTZBLACKROCK SCIENCE & TECHNOLO | 10,527 | $0 | 0.00% | |
| 164 | IWMISHARES TR | 2,886 | $0 | 0.00% | |
| 165 | UMHUMH PPTYS INC | 10,750 | $0 | 0.00% |
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