Stockman Wealth Management, Inc. Top Holdings and 13F Report (2025) About Stockman Wealth Management, Inc.Investment ActivityStockman Wealth Management, Inc. has $675.36 million in total holdings as of March 31, 2025.Stockman Wealth Management, Inc. owns shares of 166 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 16.12% of the portfolio was purchased this quarter.About 9.23% of the portfolio was sold this quarter.This quarter, Stockman Wealth Management, Inc. has purchased 165 new stocks and bought additional shares in 75 stocks.Stockman Wealth Management, Inc. sold shares of 48 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares Core S&P Small-Cap ETF $35,798,411iShares 1-5 Year Investment Grade Corporate Bond ETF $33,973,593iShares Core MSCI International Developed Markets ETF $27,993,431iShares MBS ETF $27,953,286Apple $22,532,282 Largest New Holdings this Quarter 464288588 - iShares MBS ETF $27,953,286 Holding46434G764 - iShares MSCI Emerging Markets ex China ETF $16,841,509 Holding526057104 - Lennar $6,682,492 HoldingG5084H103 - Jayud Global Logistics $234,346 Holding78462F103 - SPDR S&P 500 ETF Trust $228,791 Holding Largest Purchases this Quarter iShares MBS ETF 298,073 shares (about $27.95M)iShares Core S&P Mid-Cap ETF 330,130 shares (about $19.26M)iShares MSCI Emerging Markets ex China ETF 305,709 shares (about $16.84M)Lennar 58,220 shares (about $6.68M)QUALCOMM 42,536 shares (about $6.53M) Largest Sales this Quarter Vanguard FTSE Emerging Markets ETF 332,654 shares (about $15.06M)iShares 1-5 Year Investment Grade Corporate Bond ETF 278,572 shares (about $14.59M)iShares Core S&P Small-Cap ETF 114,215 shares (about $11.94M)Lowe's Companies 28,117 shares (about $6.56M)International Business Machines 4,945 shares (about $1.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStockman Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIJRiShares Core S&P Small-Cap ETF$35,798,411$11,943,470 ▼-25.0%342,3395.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$33,973,593$14,588,825 ▼-30.0%648,7225.0%ManufacturingIDEViShares Core MSCI International Developed Markets ETF$27,993,431$2,432,366 ▲9.5%406,3504.1%ETFMBBiShares MBS ETF$27,953,286$27,953,286 ▲New Holding298,0734.1%ETFAAPLApple$22,532,282$20,436 ▲0.1%101,4373.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$20,278,784$19,263,086 ▲1,896.5%347,5373.0%ETFBRK.BBerkshire Hathaway$20,199,695$103,853 ▼-0.5%37,9283.0%FinanceMSFTMicrosoft$19,794,297$808,214 ▲4.3%52,7302.9%Computer and TechnologyJPMJPMorgan Chase & Co.$17,702,547$719,464 ▼-3.9%72,1672.6%FinanceAMZNAmazon.com$16,961,299$36,910 ▼-0.2%89,1482.5%Retail/WholesaleEMXCiShares MSCI Emerging Markets ex China ETF$16,841,509$16,841,509 ▲New Holding305,7092.5%ManufacturingCSCOCisco Systems$15,452,104$214,627 ▼-1.4%250,3992.3%Computer and TechnologyIBMInternational Business Machines$15,212,944$1,229,618 ▼-7.5%61,1802.3%Computer and TechnologyMRKMerck & Co., Inc.$13,559,594$2,069,237 ▲18.0%151,0652.0%MedicalCATCaterpillar$12,996,368$669,821 ▲5.4%39,4071.9%IndustrialsASMLASML$12,921,285$1,620,130 ▲14.3%19,5001.9%Computer and TechnologyXOMExxon Mobil$12,286,626$713,578 ▲6.2%103,3101.8%EnergyPGProcter & Gamble$12,240,372$598,513 ▲5.1%71,8251.8%Consumer StaplesCVXChevron$12,069,150$682,711 ▲6.0%72,1451.8%EnergyPEPPepsiCo$12,014,879$2,124,506 ▲21.5%80,1311.8%Consumer StaplesUSBU.S. Bancorp$11,624,786$716,263 ▲6.6%275,3381.7%FinanceGOOGLAlphabet$11,112,840$290,103 ▲2.7%71,8631.6%Computer and TechnologySBUXStarbucks$10,898,388$191,570 ▼-1.7%111,1061.6%Retail/WholesaleUPSUnited Parcel Service$10,889,560$1,356,397 ▲14.2%99,0051.6%TransportationCRH PLC$10,877,051$28,854 ▼-0.3%123,6451.6%ORDHONHoneywell International$10,596,405$647,956 ▲6.5%50,0421.6%Multi-Sector ConglomeratesBACBank of America$10,411,078$252,883 ▲2.5%249,4871.5%FinanceMDTMedtronic$10,241,974$716,364 ▲7.5%113,9771.5%MedicalGSKGSK$9,963,980$1,549,641 ▲18.4%257,2011.5%MedicalSLBSchlumberger$9,653,166$1,698,710 ▲21.4%230,9371.4%EnergyLMTLockheed Martin$9,206,103$950,137 ▲11.5%20,6091.4%AerospacePFEPfizer$9,017,767$1,685,008 ▲23.0%355,8711.3%MedicalSYYSysco$8,343,415$790,473 ▲10.5%111,1861.2%Consumer StaplesVZVerizon Communications$7,831,329$806,911 ▲11.5%172,6481.2%Computer and TechnologyHDHome Depot$7,814,168$317,009 ▲4.2%21,3221.2%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$7,550,909$887,650 ▲13.3%36,5701.1%ETFQCOMQUALCOMM$7,510,070$6,533,888 ▲669.3%48,8911.1%Computer and TechnologyLENLennar$6,682,492$6,682,492 ▲New Holding58,2201.0%ConstructionXLFFinancial Select Sector SPDR Fund$5,697,821$45,925 ▼-0.8%114,3910.8%ETFXLVHealth Care Select Sector SPDR Fund$4,790,039$35,189 ▲0.7%32,8060.7%ETFIVViShares Core S&P 500 ETF$4,488,458$205,094 ▼-4.4%7,9880.7%ETFXLIIndustrial Select Sector SPDR Fund$4,419,500$578,668 ▲15.1%33,7190.7%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$4,096,512$262,808 ▲6.9%188,1720.6%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$3,931,737$287,739 ▲7.9%175,3670.6%ManufacturingXLYConsumer Discretionary Select Sector SPDR Fund$3,917,266$116,700 ▲3.1%19,8380.6%FinanceIBTKiShares iBonds Dec 2030 Term Treasury ETF$3,840,668$346,194 ▲9.9%195,3540.6%ManufacturingIBTIiShares iBonds Dec 2028 Term Treasury ETF$3,653,837$312,324 ▲9.3%164,2170.5%ManufacturingXLPConsumer Staples Select Sector SPDR Fund$3,599,965$194,785 ▼-5.1%44,0790.5%ETFXLEEnergy Select Sector SPDR Fund$3,441,117$127,092 ▲3.8%36,8230.5%ETFIBTLiShares iBonds Dec 2031 Term Treasury ETF$3,239,331$927,478 ▲40.1%159,3370.5%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$3,239,226$242,362 ▲8.1%141,2040.5%ManufacturingIBTFiShares iBonds Dec 2025 Term Treasury ETF$3,021,659$262,586 ▲9.5%129,2960.4%ManufacturingFIBKFirst Interstate BancSystem$2,669,775$5,329 ▼-0.2%93,1860.4%FinanceVOOVanguard S&P 500 ETF$2,501,200$87,365 ▲3.6%4,8670.4%ETFCOSTCostco Wholesale$2,330,402$289,409 ▼-11.0%2,4640.3%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$2,187,715$95,853 ▲4.6%22,1160.3%FinanceSCHXSchwab US Large-Cap ETF$2,083,050$917,645 ▼-30.6%94,3410.3%ETFXLCCommunication Services Select Sector SPDR Fund$2,044,215$41,762 ▼-2.0%21,1950.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,810,884$2,052 ▼-0.1%22,9400.3%ETFVTIVanguard Total Stock Market ETF$1,701,666$3,848 ▼-0.2%6,1910.3%ETFSCHHSchwab U.S. REIT ETF$1,641,751$738,116 ▲81.7%76,3250.2%ETFLLYEli Lilly and Company$1,375,141$22,300 ▲1.6%1,6650.2%MedicalSCHZSchwab U.S. Aggregate Bond ETF$1,343,859$50,188 ▲3.9%58,0250.2%ETFGOOGAlphabet$1,321,706$77,334 ▲6.2%8,4600.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,246,138$106,249 ▲9.3%15,2470.2%FinanceUSACUSA Compression Partners$1,214,1210.0%45,0010.2%EnergyJNJJohnson & Johnson$1,163,202$23,052 ▼-1.9%7,0140.2%MedicalETEnergy Transfer$1,163,102$53,911 ▲4.9%62,5660.2%EnergyVVisa$1,075,913$20,677 ▲2.0%3,0700.2%Business ServicesOKEONEOK$1,061,6540.0%10,7000.2%EnergyXLBMaterials Select Sector SPDR Fund$1,027,891$69,128 ▲7.2%11,9550.2%ETFIVWiShares S&P 500 Growth ETF$988,733$464 ▼0.0%10,6510.1%ETFEPDEnterprise Products Partners$925,946$30,726 ▲3.4%27,1220.1%EnergyMCKMcKesson$847,2950.0%1,2590.1%MedicalAZNAstraZeneca$828,860$30,282 ▼-3.5%11,2770.1%MedicalAMAntero Midstream$810,0000.0%45,0000.1%EnergyDUKDuke Energy$796,587$11,953 ▲1.5%6,5310.1%UtilitiesEMREmerson Electric$795,000$7,127 ▼-0.9%7,2510.1%IndustrialsIWFiShares Russell 1000 Growth ETF$783,927$54,164 ▼-6.5%2,1710.1%ETFORCLOracle$782,797$33,694 ▼-4.1%5,5990.1%Computer and TechnologyBKNGBooking$778,568$13,821 ▲1.8%1690.1%Retail/WholesaleAPHAmphenol$774,8150.0%11,8130.1%Computer and TechnologyABTAbbott Laboratories$752,524$11,939 ▼-1.6%5,6730.1%MedicalKOCoca-Cola$680,892$23,062 ▲3.5%9,5070.1%Consumer StaplesUSALiberty All-Star Equity Fund$652,1400.0%99,5630.1%FinancePGRProgressive$631,1130.0%2,2300.1%FinanceIBDTiShares iBonds Dec 2028 Term Corporate ETF$625,388$71,840 ▲13.0%24,7580.1%ETFMCDMcDonald's$613,495$10,621 ▲1.8%1,9640.1%Retail/WholesaleLOWLowe's Companies$613,162$6,557,731 ▼-91.4%2,6290.1%Retail/WholesaleWMBWilliams Companies$598,6160.0%10,0170.1%EnergyMMCMarsh & McLennan Companies$572,251$3,660 ▼-0.6%2,3450.1%FinanceBSVVanguard Short-Term Bond ETF$567,609$49,003 ▲9.4%7,2510.1%ETFIWMiShares Russell 2000 ETF$561,565$14,164 ▼-2.5%2,8150.1%FinanceBIVVanguard Intermediate-Term Bond ETF$560,799$17,764 ▲3.3%7,3240.1%ETFSCHFSchwab International Equity ETF$556,610$5,242 ▲1.0%28,1400.1%ETFVUGVanguard Growth ETF$540,285$57,106 ▲11.8%1,4570.1%ETFIVEiShares S&P 500 Value ETF$533,624$8,576 ▼-1.6%2,8000.1%ETFABBVAbbVie$503,838$12,989 ▲2.6%2,4050.1%MedicalSYKStryker$503,655$10,423 ▲2.1%1,3530.1%MedicalSCHASchwab US Small-Cap ETF$496,998$62,230 ▲14.3%21,2120.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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