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CIK: 0001389400
Total reported value
$967.7M
$967.7M
166 檔
15.3%
According to the latest 13F quarterly dataset, Stockman Wealth Management, Inc. managed an equity portfolio of $967.7M at the end of Q1 2025, spanning 166 distinct U.S. exchange-listed positions.
In Q1 2025, Stockman Wealth Management, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.30% | +0.42% | -25.02% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 5.03% | -0.21% | -30.04% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.14% | -0.08% | +9.52% | |
| 4 | MBB | Ishares Mbs ETF | ETF-Other | 4.14% | -0.42% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.34% | +0.07% | +0.09% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.00% | +0.21% | +1896.54% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.99% | -0.04% | -0.51% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.93% | -0.21% | +4.26% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.62% | +0.05% | -3.91% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.51% | +0.05% | -0.22% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.49% | +0.34% | — | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 2.29% | +0.52% | -1.37% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 2.25% | -0.02% | -7.48% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.01% | -0.10% | +18.01% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 1.92% | +0.62% | +5.43% | |
| 16 | ASML | ASML Holding N.V. | Stock-Tech | 1.91% | +0.71% | +14.34% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.82% | -0.59% | +6.17% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.81% | -0.06% | +5.14% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.79% | -0.53% | +6.00% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.78% | -0.32% | +21.48% | |
| 21 | USB | US Bancorp | Stock-Financials | 1.72% | +0.10% | +6.57% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | +0.15% | +2.68% | |
| 23 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.61% | -1.34% | -1.73% | |
| 24 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.61% | +0.04% | +14.23% | |
| 25 | CRH | CRH plc | Stock-Materials | 1.61% | -0.07% | -0.26% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 1.57% | -1.51% | EXIT | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 1.54% | +0.11% | +2.49% | |
| 28 | MDT | Medtronic plc | Stock-Healthcare | 1.52% | -0.10% | +7.52% | |
| 29 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.48% | -0.22% | +18.42% | |
| 30 | SLB | Slb LTD | Stock-Energy | 1.43% | -0.33% | +21.36% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.36% | -0.32% | +11.51% | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 1.34% | -0.27% | +22.98% | |
| 33 | SYY | Sysco CORP | Stock-Consumer Staples | 1.24% | +0.12% | +10.47% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.16% | -0.24% | +11.49% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 1.16% | +0.03% | +4.23% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 1.12% | +0.31% | +13.32% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 1.11% | +0.34% | +669.33% | |
| 38 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.99% | +0.07% | — | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.84% | +0.05% | -0.80% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.71% | +0.04% | +0.74% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.06% | -4.37% | |
| 42 | XLI | Ss Industrial Select Sector | ETF-Other | 0.65% | +0.05% | +15.07% | |
| 43 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.61% | -0.03% | +6.86% | |
| 44 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.58% | -0.02% | +7.90% | |
| 45 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.58% | +0.04% | +3.07% | |
| 46 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 0.57% | -0.02% | +9.91% | |
| 47 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.54% | -0.02% | +9.35% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.53% | -0.01% | -5.13% | |
| 49 | XLE | Ss Energy Select Sector | ETF-Other | 0.51% | -0.13% | +3.83% | |
| 50 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-Other | 0.48% | -0.02% | +40.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
| 3 | IDEV | Ishares Core Msci Dev Mkts | — | NEW | New buy |
| 4 | MBB | Ishares Mbs ETF | — | NEW | New buy |
| 5 | AAPL | Apple Inc | — | NEW | New buy |
| 6 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 8 | MSFT | Microsoft CORP | — | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | NEW | New buy |
| 12 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 13 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 14 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 15 | CAT | Caterpillar Inc | — | NEW | New buy |
| 16 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 17 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 18 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 19 | CVX | Chevron CORP | — | NEW | New buy |
| 20 | PEP | Pepsico Inc | — | NEW | New buy |
| 21 | USB | US Bancorp | — | NEW | New buy |
| 22 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 23 | SBUX | Starbucks CORP | — | NEW | New buy |
| 24 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 25 | CRH | CRH plc | — | NEW | New buy |
| 26 | HON | Honeywell International Inc | — | NEW | New buy |
| 27 | BAC | Bank Of America CORP | — | NEW | New buy |
| 28 | MDT | Medtronic plc | — | NEW | New buy |
| 29 | GSK | Gsk Plc-spon Adr | — | NEW | New buy |
| 30 | SLB | Slb LTD | — | NEW | New buy |
| 31 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 32 | PFE | Pfizer Inc | — | NEW | New buy |
| 33 | SYY | Sysco CORP | — | NEW | New buy |
| 34 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 35 | HD | Home Depot Inc | — | NEW | New buy |
| 36 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 37 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 38 | LEN | Lennar Corp-a | — | NEW | New buy |
| 39 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 40 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 41 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 42 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 43 | IBTJ | Ishares Ibonds Dec 2029 Term | — | NEW | New buy |
| 44 | IBTH | Ishares Ibonds Dec 2027 Term | — | NEW | New buy |
| 45 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 46 | IBTK | Ishares Ibonds Dec 2030 Trea | — | NEW | New buy |
| 47 | IBTI | Ishares Ibonds Dec 2028 Term | — | NEW | New buy |
| 48 | XLP | Ss Consumer Staples Sel Sect | — | NEW | New buy |
| 49 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 50 | IBTL | Ishares Ibonds Dec 2031 Term | — | NEW | New buy |
According to official SEC Form 13F filings, Stockman Wealth Management, Inc. reported a total U.S. public equity portfolio value of $967.7M across 166 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IJR, IGSB, IDEV) accounted for 15.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
IJR
市值: $35.8M
During Q1 2025, Stockman Wealth Management, Inc.'s top holdings by market value included IJR (5.3%)、IGSB (5.0%)、IDEV (4.1%). The largest single position, IJR, represented 5.3% of total portfolio value.
In Q1 2025, Stockman Wealth Management, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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