Stockman Wealth Management, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SW Stockman Wealth Management, Inc. | Institutional Filer | ▲ 12.46% | $906.2M | 178 |
Current Portfolio Holdings
Showing all 178 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | — | 379K | $47.1M | 5.20% |
| 2 | IGSB | ISHARES TR | — | 736K | $38.7M | 4.27% |
| 3 | MBB | ISHARES TR | — | 398K | $37.7M | 4.17% |
| 4 | IDEV | ISHARES TR | — | 447K | $37.4M | 4.12% |
| 5 | IJH | ISHARES TR | — | 513K | $34.6M | 3.82% |
| 6 | AAPL | Apple Inc. | Technology | 109K | $27.6M | 3.05% |
| 7 | EMXC | ISHARES INC | — | 325K | $25.6M | 2.82% |
| 8 | CAT | Caterpillar Inc. | Industrials | 34K | $24.0M | 2.65% |
| 9 | USHY | ISHARES TR | — | 650K | $24.0M | 2.64% |
| 10 | ASML | ASML Holding N.V. | Technology | 18K | $23.6M | 2.60% |
| 11 | MSFT | Microsoft Corporation | Technology | 62K | $22.9M | 2.53% |
| 12 | JPM | JPMorgan Chase & Co. | Financial Services | 74K | $21.8M | 2.40% |
| 13 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 102K | $21.3M | 2.35% |
| 14 | MRK | Merck & Co., Inc. | Healthcare | 177K | $21.3M | 2.35% |
| 15 | CSCO | Cisco Systems, Inc. | Technology | 262K | $20.3M | 2.24% |
Showing 1 to 15 of 178 holdings